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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
6,720
shares
|
$6.87 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
6,719
shares
|
$6.86 Million
0.26% of portfolio
|
Q4 2025
Added 14.46%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
6,707
shares
|
$6.85 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
6,699
shares
|
$6.84 Million
0.58% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
6,698
shares
|
$6.84 Million
0.34% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
6,691
shares
|
$6.84 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
6,690
shares
|
$6.84 Million
0.36% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
6,689
shares
|
$6.83 Million
0.51% of portfolio
|
Q3 2025
Reduced 46.85%
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
6,681
shares
|
$6.83 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
6,648
shares
|
$6.79 Million
0.15% of portfolio
|
Q3 2025
Reduced 55.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,644
shares
|
$6.79 Million
0.35% of portfolio
|
Q3 2025
Added 54.3%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
6,614
shares
|
$6.76 Million
0.41% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
6,608
shares
|
$6.75 Million
0.67% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
6,607
shares
|
$6.75 Million
0.17% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
6,605
shares
|
$6.75 Million
0.06% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
6,598
shares
|
$6.74 Million
2.86% of portfolio
|
Q4 2025
Added 4.61%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,576
shares
|
$6.72 Million
0.73% of portfolio
|
Q3 2025
Added 27.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,563
shares
|
$6.71 Million
0.51% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
6,549
shares
|
$6.69 Million
0.88% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
6,530
shares
|
$6.67 Million
0.18% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
6,526
shares
|
$6.67 Million
2.02% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
6,516
shares
|
$6.66 Million
1.68% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,502
shares
|
$6.64 Million
0.7% of portfolio
|
Q2 2024
Reduced 7.02%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,492
shares
|
$6.63 Million
0.4% of portfolio
|
Q4 2022
Reduced 3.79%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
6,452
shares
|
$6.59 Million
1.68% of portfolio
|
Q4 2025
Added 0.16%
|
|