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 |
|---|---|---|---|---|---|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
3,162
shares
|
$3.23 Million
1.73% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,160
shares
|
$3.23 Million
0.74% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
3,156
shares
|
$3.22 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
3,151
shares
|
$3.22 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
3,150
shares
|
$3.22 Million
0.83% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,143
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
3,140
shares
|
$3.21 Million
0.67% of portfolio
|
Q4 2025
Added 3.49%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,140
shares
|
$3.21 Million
1.48% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
3,131
shares
|
$3.2 Million
0.46% of portfolio
|
Q3 2025
Added 33.23%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,125
shares
|
$3.19 Million
0.71% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,121
shares
|
$3.19 Million
0.38% of portfolio
|
Q3 2025
Added 179.16%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
3,120
shares
|
$3.19 Million
0.2% of portfolio
|
Q3 2025
Reduced 80.15%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
3,120
shares
|
$3.19 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
3,112
shares
|
$3.18 Million
0.59% of portfolio
|
Q4 2025
Reduced 21.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
3,110
shares
|
$3.18 Million
0.78% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
3,109
shares
|
$3.18 Million
0.59% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
3,102
shares
|
$3.17 Million
0.55% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,100
shares
|
$3.17 Million
0.16% of portfolio
|
Q3 2025
Added 138.28%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,096
shares
|
$3.16 Million
4.32% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
3,095
shares
|
$3.16 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,095
shares
|
$3.16 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
3,093
shares
|
$3.16 Million
0.28% of portfolio
|
Q4 2025
Reduced 7.75%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
3,091
shares
|
$3.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
3,090
shares
|
$3.16 Million
0.35% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
3,089
shares
|
$3.16 Million
0.49% of portfolio
|
Q2 2025
Added 5.1%
|
|