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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
4,685
shares
|
$4.79 Million
0.45% of portfolio
|
Q4 2025
Added 4.39%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
4,680
shares
|
$4.78 Million
1.12% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
4,678
shares
|
$4.78 Million
1.7% of portfolio
|
Q4 2025
Added 121.39%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
4,659
shares
|
$4.76 Million
2.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
4,651
shares
|
$4.75 Million
1.2% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,650
shares
|
$4.75 Million
0.66% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,645
shares
|
$4.75 Million
0.49% of portfolio
|
Q3 2023
Reduced 13.68%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
4,643
shares
|
$4.74 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
4,628
shares
|
$4.73 Million
0.36% of portfolio
|
Q4 2025
Added 6.42%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
4,615
shares
|
$4.72 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
4,599
shares
|
$4.7 Million
1.59% of portfolio
|
Q3 2025
Added 44.53%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,597
shares
|
$4.7 Million
0.78% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,581
shares
|
$4.68 Million
0.25% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,575
shares
|
$4.67 Million
0.13% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
4,570
shares
|
$4.67 Million
0.28% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
4,547
shares
|
$4.65 Million
0.9% of portfolio
|
Q4 2025
Added 12.22%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,541
shares
|
$4.64 Million
2.2% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
4,526
shares
|
$4.62 Million
2.28% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
4,525
shares
|
$4.62 Million
1.79% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
4,520
shares
|
$4.62 Million
1.65% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
4,518
shares
|
$4.62 Million
0.35% of portfolio
|
Q4 2025
Reduced 3.25%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
4,510
shares
|
$4.61 Million
1.33% of portfolio
|
Q3 2025
Added 26.58%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
4,502
shares
|
$4.6 Million
0.51% of portfolio
|
Q4 2025
Reduced 5.97%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
4,498
shares
|
$4.6 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
4,496
shares
|
$4.59 Million
0.88% of portfolio
|
Q3 2025
Added 637.05%
|
|