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 |
|---|---|---|---|---|---|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
4,488
shares
|
$4.59 Million
1.4% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
4,486
shares
|
$4.58 Million
0.4% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
4,482
shares
|
$4.58 Million
1.0% of portfolio
|
Q4 2025
Added 4.21%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,467
shares
|
$4.56 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
4,466
shares
|
$4.56 Million
0.43% of portfolio
|
Q1 2023
Reduced 4.29%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,465
shares
|
$4.56 Million
0.4% of portfolio
|
Q1 2023
Reduced 40.2%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
4,465
shares
|
$4.56 Million
2.46% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
4,460
shares
|
$4.56 Million
0.05% of portfolio
|
Q3 2025
Added 38.6%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,452
shares
|
$4.55 Million
2.44% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,439
shares
|
$4.54 Million
1.63% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
4,421
shares
|
$4.52 Million
0.78% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,421
shares
|
$4.52 Million
2.18% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,404
shares
|
$4.5 Million
4.18% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
4,401
shares
|
$4.5 Million
0.5% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
4,398
shares
|
$4.49 Million
0.5% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
4,397
shares
|
$4.49 Million
0.29% of portfolio
|
Q3 2025
Added 57.04%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,394
shares
|
$4.49 Million
1.9% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,393
shares
|
$4.49 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
4,391
shares
|
$4.49 Million
0.8% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
4,361
shares
|
$4.46 Million
0.81% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
4,356
shares
|
$4.45 Million
1.01% of portfolio
|
Q4 2025
Reduced 4.35%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
4,353
shares
|
$4.45 Million
0.6% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,351
shares
|
$4.45 Million
0.81% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
4,345
shares
|
$4.44 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,338
shares
|
$4.43 Million
1.06% of portfolio
|
Q3 2025
Reduced 4.43%
|
|