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 |
|---|---|---|---|---|---|
|
Brooktree Capital Management
|
Nov 07, 2025 Q3 2025 |
2,068
shares
|
$2.11 Million
1.0% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,068
shares
|
$2.11 Million
0.32% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Scharf Investments, LLC
|
Jan 15, 2026 Q4 2025 |
2,063
shares
|
$2.11 Million
0.07% of portfolio
|
Q4 2025
Reduced 15.59%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
2,062
shares
|
$2.11 Million
0.37% of portfolio
|
Q3 2025
Reduced 30.34%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
2,060
shares
|
$2.1 Million
1.12% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
2,058
shares
|
$2.1 Million
0.55% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
2,057
shares
|
$2.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
2,052
shares
|
$2.1 Million
0.57% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,050
shares
|
$2.09 Million
0.1% of portfolio
|
Q4 2025
Added 11.41%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,050
shares
|
$2.09 Million
0.11% of portfolio
|
Q3 2025
Reduced 38.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,050
shares
|
$2.09 Million
0.12% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
2,048
shares
|
$2.09 Million
0.63% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
2,045
shares
|
$2.09 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
2,045
shares
|
$2.09 Million
1.15% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
2,043
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
2,039
shares
|
$2.08 Million
1.3% of portfolio
|
Q3 2025
Added 33.01%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,036
shares
|
$2.08 Million
0.67% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
2,036
shares
|
$2.08 Million
0.49% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,035
shares
|
$2.08 Million
0.39% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,035
shares
|
$2.08 Million
0.85% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
2,034
shares
|
$2.08 Million
0.48% of portfolio
|
Q3 2025
Added 64.83%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,033
shares
|
$2.08 Million
0.17% of portfolio
|
Q4 2023
Added 1.15%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,027
shares
|
$2.07 Million
1.44% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
2,027
shares
|
$2.07 Million
0.93% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
2,025
shares
|
$2.07 Million
0.71% of portfolio
|
Q3 2025
Added 2.38%
|
|