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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
1,863
shares
|
$1.9 Million
1.15% of portfolio
|
Q4 2025
Added 6.15%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
1,862
shares
|
$1.9 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
1,861
shares
|
$1.9 Million
0.88% of portfolio
|
Q3 2025
Added 41.95%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
1,860
shares
|
$1.9 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
1,855
shares
|
$1.9 Million
0.38% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
1,851
shares
|
$1.89 Million
0.4% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
1,849
shares
|
$1.89 Million
0.6% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
1,847
shares
|
$1.89 Million
0.41% of portfolio
|
Q4 2025
Reduced 39.58%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,846
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2025
Added 32.81%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,845
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,841
shares
|
$1.88 Million
0.22% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
1,841
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,835
shares
|
$1.87 Million
0.43% of portfolio
|
Q3 2023
Reduced 9.61%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,830
shares
|
$1.87 Million
0.34% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
1,830
shares
|
$1.87 Million
1.34% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
1,828
shares
|
$1.87 Million
1.24% of portfolio
|
Q4 2025
Reduced 39.91%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
1,827
shares
|
$1.87 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
1,825
shares
|
$1.86 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
1,821
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Added 273.92%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,820
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,820
shares
|
$1.86 Million
0.21% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
1,819
shares
|
$1.86 Million
0.22% of portfolio
|
Q3 2025
Added 29.65%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
1,817
shares
|
$1.86 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,813
shares
|
$1.85 Million
0.55% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,809
shares
|
$1.85 Million
1.89% of portfolio
|
Q2 2023
Reduced 19.28%
|
|