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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,448
shares
|
$6.59 Million
0.74% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,396
shares
|
$6.53 Million
0.22% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,386
shares
|
$6.52 Million
0.53% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
6,385
shares
|
$6.52 Million
0.44% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
6,383
shares
|
$6.52 Million
1.36% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
6,373
shares
|
$6.51 Million
1.83% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
6,371
shares
|
$6.51 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
6,353
shares
|
$6.49 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,352
shares
|
$6.49 Million
0.26% of portfolio
|
Q3 2025
Added 42.07%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,334
shares
|
$6.47 Million
0.23% of portfolio
|
Q2 2024
Added 9.58%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
6,303
shares
|
$6.44 Million
0.42% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
6,287
shares
|
$6.42 Million
0.72% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
6,277
shares
|
$6.41 Million
1.08% of portfolio
|
Q1 2025
Added 52.78%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
6,264
shares
|
$6.4 Million
0.31% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
6,258
shares
|
$6.39 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,242
shares
|
$6.38 Million
0.8% of portfolio
|
Q3 2025
Added 28.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
6,235
shares
|
$6.37 Million
0.53% of portfolio
|
Q4 2025
Added 15.23%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
6,223
shares
|
$6.36 Million
0.11% of portfolio
|
Q4 2025
Added 6.83%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
6,210
shares
|
$6.34 Million
0.12% of portfolio
|
Q3 2025
Added 33.29%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
6,203
shares
|
$6.34 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
6,202
shares
|
$6.34 Million
0.58% of portfolio
|
Q3 2025
Reduced 63.57%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
6,202
shares
|
$6.34 Million
0.93% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
6,198
shares
|
$6.33 Million
3.52% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,190
shares
|
$6.32 Million
0.17% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
6,179
shares
|
$6.31 Million
0.14% of portfolio
|
Q3 2025
Added 206.8%
|
|