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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
2,792
shares
|
$2.85 Million
0.85% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,788
shares
|
$2.85 Million
0.38% of portfolio
|
Q4 2025
Added 23.36%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,785
shares
|
$2.85 Million
0.35% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,782
shares
|
$2.84 Million
0.21% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
2,781
shares
|
$2.84 Million
0.22% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
2,772
shares
|
$2.83 Million
0.34% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
2,771
shares
|
$2.83 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,770
shares
|
$2.83 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,770
shares
|
$2.83 Million
0.65% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,760
shares
|
$2.82 Million
0.43% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
2,758
shares
|
$2.82 Million
0.56% of portfolio
|
Q4 2025
Added 3.41%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
2,753
shares
|
$2.81 Million
0.44% of portfolio
|
Q3 2025
Added 26.28%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2026 Q4 2025 |
2,750
shares
|
$2.81 Million
0.28% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
2,750
shares
|
$2.81 Million
0.14% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
2,748
shares
|
$2.81 Million
0.41% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
2,747
shares
|
$2.81 Million
2.33% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
2,742
shares
|
$2.8 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,740
shares
|
$2.8 Million
0.9% of portfolio
|
Q3 2025
Added 408.35%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
2,736
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2025
Added 82.4%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
2,733
shares
|
$2.79 Million
0.36% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,732
shares
|
$2.79 Million
0.82% of portfolio
|
Q3 2025
Reduced 40.81%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,730
shares
|
$2.79 Million
0.6% of portfolio
|
Q3 2025
Added 57.8%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
2,727
shares
|
$2.79 Million
0.58% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
2,723
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,721
shares
|
$2.78 Million
2.8% of portfolio
|
Q3 2025
Added 0.96%
|
|