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 |
|---|---|---|---|---|---|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
5,148
shares
|
$5.26 Million
2.78% of portfolio
|
Q3 2025
Added 36.52%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
5,142
shares
|
$5.25 Million
0.81% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
5,137
shares
|
$5.25 Million
0.41% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,136
shares
|
$5.25 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,126
shares
|
$5.24 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
5,124
shares
|
$5.24 Million
2.14% of portfolio
|
Q4 2025
Added 6.86%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,124
shares
|
$5.24 Million
0.85% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
5,122
shares
|
$5.23 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
5,116
shares
|
$5.23 Million
0.68% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
5,110
shares
|
$5.22 Million
0.56% of portfolio
|
Q4 2025
Added 2.86%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,103
shares
|
$5.21 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
5,077
shares
|
$5.19 Million
2.01% of portfolio
|
Q3 2025
Reduced 28.44%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,074
shares
|
$5.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
5,055
shares
|
$5.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,053
shares
|
$5.16 Million
0.2% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
5,045
shares
|
$5.15 Million
0.52% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,043
shares
|
$5.15 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5,042
shares
|
$5.15 Million
1.52% of portfolio
|
Q4 2025
Added 7.12%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
5,035
shares
|
$5.14 Million
0.55% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,015
shares
|
$5.12 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
5,012
shares
|
$5.12 Million
1.47% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
5,009
shares
|
$5.12 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
5,005
shares
|
$5.11 Million
3.5% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
5,005
shares
|
$5.11 Million
1.32% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,993
shares
|
$5.1 Million
0.34% of portfolio
|
Q4 2023
Added 0.02%
|
|