Institutional Ownership Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY). We have compiled data on the 4,554 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $770 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
8,738
shares
|
$8.93 Million
1.75% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,723
shares
|
$8.91 Million
0.14% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,715
shares
|
$8.9 Million
0.21% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2025 Q3 2025 |
8,704
shares
|
$8.89 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
8,692
shares
|
$8.88 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
8,680
shares
|
$8.87 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
8,666
shares
|
$8.85 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
8,655
shares
|
$8.84 Million
0.31% of portfolio
|
Q2 2025
Added 28.58%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
8,649
shares
|
$8.84 Million
0.33% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,627
shares
|
$8.81 Million
0.28% of portfolio
|
Q1 2023
Added 0.79%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
8,622
shares
|
$8.81 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
8,592
shares
|
$8.78 Million
1.92% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
8,501
shares
|
$8.69 Million
1.49% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
8,492
shares
|
$8.68 Million
2.39% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
8,487
shares
|
$8.67 Million
0.15% of portfolio
|
Q1 2024
Reduced 41.09%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
8,468
shares
|
$8.65 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
8,466
shares
|
$8.65 Million
0.37% of portfolio
|
Q4 2025
Reduced 5.76%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,461
shares
|
$8.64 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2025 Q3 2025 |
8,449
shares
|
$8.63 Million
1.15% of portfolio
|
Q3 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,430
shares
|
$8.61 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
8,413
shares
|
$8.6 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Nov 12, 2025 Q3 2025 |
8,407
shares
|
$8.59 Million
1.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
8,386
shares
|
$8.57 Million
1.93% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
8,369
shares
|
$8.55 Million
0.57% of portfolio
|
Q3 2025
Added 72.95%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
8,357
shares
|
$8.54 Million
1.44% of portfolio
|
Q3 2025
Reduced 4.57%
|
|