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 |
|---|---|---|---|---|---|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
5,767
shares
|
$5.89 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
5,756
shares
|
$5.88 Million
1.39% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,745
shares
|
$5.87 Million
0.21% of portfolio
|
Q4 2022
Added 2.66%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
5,743
shares
|
$5.87 Million
0.43% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
5,732
shares
|
$5.86 Million
0.78% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
5,694
shares
|
$5.82 Million
0.22% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
5,692
shares
|
$5.82 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
5,675
shares
|
$5.8 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
5,675
shares
|
$5.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
5,658
shares
|
$5.78 Million
1.98% of portfolio
|
Q4 2025
Added 17.48%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
5,656
shares
|
$5.78 Million
1.12% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
5,655
shares
|
$5.78 Million
0.37% of portfolio
|
Q3 2025
Reduced 27.03%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
5,648
shares
|
$5.77 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,648
shares
|
$5.77 Million
0.09% of portfolio
|
Q3 2021
Added 0.09%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
5,638
shares
|
$5.76 Million
2.24% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
5,633
shares
|
$5.76 Million
2.66% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
5,620
shares
|
$5.74 Million
2.3% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
5,614
shares
|
$5.74 Million
0.44% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
5,611
shares
|
$5.73 Million
1.59% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
5,601
shares
|
$5.72 Million
0.4% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,595
shares
|
$5.72 Million
0.27% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
5,567
shares
|
$5.69 Million
1.51% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
5,565
shares
|
$5.69 Million
1.68% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,552
shares
|
$5.67 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
5,545
shares
|
$5.67 Million
1.93% of portfolio
|
Q3 2025
Added 3.18%
|
|