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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
7,074
shares
|
$7.23 Million
0.32% of portfolio
|
Q3 2025
Added 23.41%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,069
shares
|
$7.22 Million
0.04% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,060
shares
|
$7.21 Million
0.92% of portfolio
|
Q3 2025
Added 39.28%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
7,059
shares
|
$7.21 Million
1.73% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
7,056
shares
|
$7.21 Million
0.33% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
7,052
shares
|
$7.21 Million
2.69% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
7,017
shares
|
$7.17 Million
1.48% of portfolio
|
Q3 2022
Reduced 4.37%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,016
shares
|
$7.17 Million
0.96% of portfolio
|
Q3 2025
Added 135.67%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
7,013
shares
|
$7.17 Million
3.73% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
7,000
shares
|
$7.15 Million
3.97% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,994
shares
|
$7.15 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
6,956
shares
|
$7.11 Million
0.72% of portfolio
|
Q4 2025
Reduced 31.39%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
6,956
shares
|
$7.11 Million
0.69% of portfolio
|
Q3 2025
Reduced 88.24%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
6,950
shares
|
$7.1 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
6,945
shares
|
$7.1 Million
1.11% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
6,911
shares
|
$7.06 Million
2.31% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,871
shares
|
$7.02 Million
1.36% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
6,827
shares
|
$6.98 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,817
shares
|
$6.96 Million
0.13% of portfolio
|
Q1 2024
Added 3.54%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
6,802
shares
|
$6.95 Million
0.33% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
6,779
shares
|
$6.93 Million
1.52% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
6,772
shares
|
$6.92 Million
0.61% of portfolio
|
Q3 2025
Reduced 46.99%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,763
shares
|
$6.91 Million
0.38% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,728
shares
|
$6.87 Million
1.73% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
6,726
shares
|
$6.87 Million
0.98% of portfolio
|
Q3 2025
Added 38.4%
|
|