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 |
|---|---|---|---|---|---|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 14, 2026 Q4 2025 |
2,183
shares
|
$2.23 Million
0.85% of portfolio
|
Q4 2025
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
2,178
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
2,177
shares
|
$2.22 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
2,177
shares
|
$2.22 Million
1.7% of portfolio
|
Q4 2025
Added 4.71%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,176
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.44%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,173
shares
|
$2.22 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
2,172
shares
|
$2.22 Million
1.06% of portfolio
|
Q3 2025
Added 64.92%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,169
shares
|
$2.22 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,165
shares
|
$2.21 Million
0.17% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,164
shares
|
$2.21 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,163
shares
|
$2.21 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,154
shares
|
$2.2 Million
0.61% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
2,151
shares
|
$2.2 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
2,150
shares
|
$2.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
2,149
shares
|
$2.2 Million
1.38% of portfolio
|
Q4 2025
Added 313.27%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
2,149
shares
|
$2.2 Million
0.69% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
2,149
shares
|
$2.2 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
2,148
shares
|
$2.19 Million
0.2% of portfolio
|
Q4 2025
Reduced 4.19%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
2,147
shares
|
$2.19 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
2,145
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2022
Added 1.76%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
2,145
shares
|
$2.19 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
2,142
shares
|
$2.19 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
2,141
shares
|
$2.19 Million
0.94% of portfolio
|
Q4 2025
Reduced 12.22%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
2,137
shares
|
$2.18 Million
1.43% of portfolio
|
Q3 2025
Reduced 29.87%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
2,134
shares
|
$2.18 Million
0.26% of portfolio
|
Q4 2023
Added 6.7%
|
|