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 4,549 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 |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
3,705
shares
|
$3.79 Million
1.06% of portfolio
|
Q4 2025
Reduced 7.35%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
3,704
shares
|
$3.78 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Nov 05, 2025 Q3 2025 |
3,704
shares
|
$3.78 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,700
shares
|
$3.78 Million
0.13% of portfolio
|
Q3 2025
Added 51.52%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
3,690
shares
|
$3.77 Million
1.35% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
3,688
shares
|
$3.77 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,683
shares
|
$3.76 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
3,681
shares
|
$3.76 Million
2.18% of portfolio
|
Q2 2022
Added 151.78%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
3,676
shares
|
$3.76 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,674
shares
|
$3.75 Million
1.52% of portfolio
|
Q3 2025
Added 70.49%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
3,672
shares
|
$3.75 Million
2.38% of portfolio
|
Q4 2025
Added 8.64%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
3,669
shares
|
$3.75 Million
0.4% of portfolio
|
Q3 2025
Added 185.53%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
3,664
shares
|
$3.74 Million
1.92% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
3,661
shares
|
$3.74 Million
0.19% of portfolio
|
Q3 2025
Added 33.61%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
3,658
shares
|
$3.74 Million
1.23% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
3,639
shares
|
$3.72 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,636
shares
|
$3.71 Million
1.81% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
3,636
shares
|
$3.71 Million
0.62% of portfolio
|
Q3 2025
Added 21.73%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
3,635
shares
|
$3.71 Million
1.29% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,635
shares
|
$3.71 Million
0.39% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
3,633
shares
|
$3.71 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,621
shares
|
$3.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
3,615
shares
|
$3.69 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
3,609
shares
|
$3.69 Million
0.17% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
3,601
shares
|
$3.68 Million
0.35% of portfolio
|
Q3 2025
Added 3.51%
|
|