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 |
|---|---|---|---|---|---|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,600
shares
|
$3.68 Million
0.48% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
3,597
shares
|
$3.68 Million
0.91% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,589
shares
|
$3.67 Million
0.47% of portfolio
|
Q1 2024
Added 31.75%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,566
shares
|
$3.64 Million
0.39% of portfolio
|
Q3 2025
Reduced 28.84%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
3,560
shares
|
$3.64 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
3,560
shares
|
$3.64 Million
0.18% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
3,558
shares
|
$3.64 Million
1.56% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
3,540
shares
|
$3.62 Million
0.37% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
3,535
shares
|
$3.61 Million
0.33% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,531
shares
|
$3.61 Million
0.81% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
3,530
shares
|
$3.61 Million
2.13% of portfolio
|
Q4 2025
Reduced 4.05%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,530
shares
|
$3.61 Million
0.2% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
3,527
shares
|
$3.6 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,521
shares
|
$3.6 Million
0.13% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
3,520
shares
|
$3.6 Million
0.36% of portfolio
|
Q3 2025
Added 18.96%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
3,520
shares
|
$3.6 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
3,510
shares
|
$3.59 Million
1.98% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
3,505
shares
|
$3.58 Million
1.99% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
3,500
shares
|
$3.58 Million
0.72% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
3,497
shares
|
$3.57 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
3,490
shares
|
$3.57 Million
0.09% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Chapman Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,486
shares
|
$3.56 Million
1.89% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,474
shares
|
$3.55 Million
0.14% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,472
shares
|
$3.55 Million
0.74% of portfolio
|
Q3 2025
Added 129.48%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
3,470
shares
|
$3.55 Million
0.17% of portfolio
|
Q3 2025
Added 92.78%
|
|