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 |
|---|---|---|---|---|---|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
2,635
shares
|
$2.69 Million
0.46% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,632
shares
|
$2.69 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,631
shares
|
$2.69 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,626
shares
|
$2.68 Million
0.22% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
2,610
shares
|
$2.67 Million
0.32% of portfolio
|
Q4 2024
Reduced 31.85%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
2,608
shares
|
$2.66 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
2,607
shares
|
$2.66 Million
0.08% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
2,606
shares
|
$2.66 Million
1.97% of portfolio
|
Q2 2025
Added 53.75%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
2,606
shares
|
$2.66 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
2,602
shares
|
$2.66 Million
1.34% of portfolio
|
Q4 2025
Reduced 6.74%
|
|
|
Capital Management Associates
New York, NY |
Nov 05, 2025 Q3 2025 |
2,600
shares
|
$2.66 Million
3.42% of portfolio
|
Q3 2025
Added 62.5%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$2.66 Million
0.94% of portfolio
|
Q3 2025
Added 333.33%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,599
shares
|
$2.66 Million
0.76% of portfolio
|
Q3 2025
Added 71.78%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
2,596
shares
|
$2.65 Million
0.22% of portfolio
|
Q4 2025
Reduced 17.8%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
2,595
shares
|
$2.65 Million
0.39% of portfolio
|
Q4 2025
Added 4.68%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,594
shares
|
$2.65 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,594
shares
|
$2.65 Million
0.16% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
2,588
shares
|
$2.64 Million
0.49% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
2,587
shares
|
$2.64 Million
1.15% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
2,583
shares
|
$2.64 Million
0.48% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
2,582
shares
|
$2.64 Million
0.56% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
2,582
shares
|
$2.64 Million
1.15% of portfolio
|
Q3 2025
Added 61.98%
|
|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
2,576
shares
|
$2.63 Million
1.9% of portfolio
|
Q4 2025
Added 23.79%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,555
shares
|
$2.61 Million
0.12% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
2,551
shares
|
$2.61 Million
1.14% of portfolio
|
Q3 2025
Added 758.92%
|
|