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 |
|---|---|---|---|---|---|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
2,423
shares
|
$2.48 Million
0.87% of portfolio
|
Q3 2025
Added 41.53%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
2,421
shares
|
$2.47 Million
1.17% of portfolio
|
Q4 2025
Reduced 3.66%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
2,420
shares
|
$2.47 Million
1.39% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,418
shares
|
$2.47 Million
0.39% of portfolio
|
Q4 2025
Added 3.16%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
2,416
shares
|
$2.47 Million
0.47% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,411
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
2,410
shares
|
$2.46 Million
0.82% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
2,409
shares
|
$2.46 Million
0.14% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,406
shares
|
$2.46 Million
0.25% of portfolio
|
Q3 2025
Reduced 73.91%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
2,405
shares
|
$2.46 Million
0.5% of portfolio
|
Q4 2025
Added 68.54%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,400
shares
|
$2.45 Million
0.1% of portfolio
|
Q4 2022
Reduced 14.29%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$2.45 Million
0.08% of portfolio
|
Q3 2025
Reduced 88.87%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
2,399
shares
|
$2.45 Million
0.24% of portfolio
|
Q4 2025
Added 436.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,398
shares
|
$2.45 Million
0.04% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
2,398
shares
|
$2.45 Million
1.26% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
2,394
shares
|
$2.45 Million
0.23% of portfolio
|
Q3 2025
Added 37.43%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
2,391
shares
|
$2.44 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
2,389
shares
|
$2.44 Million
1.13% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,388
shares
|
$2.44 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,378
shares
|
$2.43 Million
0.12% of portfolio
|
Q2 2022
Reduced 1.65%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
2,378
shares
|
$2.43 Million
0.34% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
2,377
shares
|
$2.43 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,377
shares
|
$2.43 Million
0.09% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
2,376
shares
|
$2.43 Million
1.13% of portfolio
|
Q4 2025
Reduced 2.66%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,352
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2022
Added 0.3%
|
|