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Eli Lilly and Company (LLY) Institutional Ownership

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$1,189.06 -27.89 (-2.29%)
Closing price 03:59 PM Eastern
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$1,187.51 -1.56 (-0.13%)
As of 06:36 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eli Lilly and Company (NYSE:LLY)

Current
Institutional Ownership
Percentage
82.53%
Number of
Institutional Buyers
(last 12 months)
3460
Total
Institutional Inflows
(last 12 months)
$86.72B
Number of
Institutional Sellers
(last 12 months)
2473
Total
Institutional Outflows
(last 12 months)
$84.22B
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LLY Institutional Buying and Selling by Quarter

Eli Lilly and Company Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026JFS Wealth Advisors LLC901$1.08M0.1%+20.6%0.000%
7/10/2026Tema ETFs LLC25,006$29.99M1.0%+5.6%0.003%
7/10/2026Peirce Capital Management LLC403$483K0.2%+6.9%0.000%
7/10/2026Nvest Wealth Strategies Inc.39$47K0.0%-30.4%0.000%
7/10/2026Sunesis Advisors LLC419$503K0.2%-24.5%0.000%
7/10/2026West Branch Capital LLC8,703$10.44M2.4%+2.1%0.001%
7/10/2026Canvas Wealth Advisors LLC1,493$1.79M0.2%+4.1%0.000%
7/10/2026Rise Advisors LLC672$806K0.2%-9.9%0.000%
7/10/2026Nolet Wealth Management LLC699$838K0.5%+9.2%0.000%
7/10/2026Fiduciary Financial Group LLC1,469$1.76M0.2%+9.1%0.000%
7/10/2026Diversified Management Inc.2,013$2.42M0.5%-4.1%0.000%
7/10/2026Generali Investments Management Co LLC10,220$12.26M2.7%+17.5%0.001%
7/10/2026E. Ohman J or Asset Management AB65,270$78.29M1.8%+137.4%0.007%
7/10/2026Handelsbanken Fonder AB680,927$816.72M2.3%-3.9%0.072%
7/10/2026Orrstown Financial Services Inc.1,560$1.87M0.3%-4.1%0.000%
7/10/2026Salvus Wealth Management LLC1,893$2.27M1.3%-3.8%0.000%
7/10/2026Spinnaker Investment Group LLC473$568K0.1%+65.4%0.000%
7/10/2026 A&I Financial Services LLC199$239K0.1%N/A0.000%
7/10/2026 Carolina Wealth Advisors LLC1,724$2.07M0.8%+1.5%0.000%
7/10/2026 Fulcrum Equity Management836$1.00M0.7%-8.6%0.000%
7/10/2026 KMG Fiduciary Partners LLC24,646$29.56M2.7%-16.3%0.003%
7/10/2026 Redhawk Wealth Advisors Inc.6,057$7.27M0.7%-3.2%0.001%
7/10/2026 LVM Capital Management Ltd. MI50,521$60.60M5.1%-0.3%0.005%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,083$6.10M0.7%+1.7%0.001%
7/10/2026 Community Financial Services Group LLC12,614$15.03M2.2%+16.4%0.001%
7/10/2026 Constitution Capital LLC8,941$10.72M5.5%+626.9%0.001%
7/10/2026 Perkins Coie Trust Co8,149$9.77M1.6%-0.2%0.001%
7/10/2026 Fulton Bank N.A.14,349$17.21M0.5%+3.1%0.002%
7/10/2026 Paladin Wealth LLC677$812K0.5%+38.4%0.000%
7/9/2026 Kraft Davis & Associates LLC374$457K0.1%+4.8%0.000%
7/9/2026 Financial Management Professionals Inc.933$1.12M0.1%+2.6%0.000%
7/9/2026 Harrell Investment Partners LLC584$701K0.2%-13.7%0.000%
7/9/2026 First Bank & Trust1,213$1.46M0.2%+20.2%0.000%
7/9/2026 Revolve Wealth Partners LLC1,757$2.11M0.2%+11.3%0.000%
7/9/2026 Ares Financial Consulting LLC379$455K0.3%+4.4%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC1,195$1.43M0.4%+1.2%0.000%
7/9/2026 Centurion Wealth Management LLC1,750$2.10M0.5%-7.3%0.000%
7/9/2026 Finivi Inc.5,240$6.29M3.2%-3.3%0.001%
7/9/2026 Matrix Trust Co2,656$3.19M0.5%+23.9%0.000%
7/9/2026 Wealthcare Capital Partners LLC549$659K0.3%+3.8%0.000%
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7/9/2026 Tenzing Financial LLC1,288$1.55M1.1%+2.1%0.000%
7/9/2026 Barry Investment Advisors LLC209$250K0.1%N/A0.000%
7/9/2026 Contravisory Investment Management Inc.2,955$3.54M0.6%-1.9%0.000%
7/9/2026 Sapient Capital LLC1,447,540$1.74B22.7%+0.2%0.154%
7/9/2026 Shira Ridge Wealth Management210$252K0.1%N/A0.000%
7/9/2026 World Equity Group Inc.1,971$2.36M0.5%+4.6%0.000%
7/9/2026 Next Level Private LLC725$869K0.2%-2.2%0.000%
7/9/2026 Focus Financial Network Inc.7,014$8.41M0.3%+1.8%0.001%
7/9/2026 Legacy Wealth Asset Management LLC2,091$2.51M0.6%-0.9%0.000%
7/9/2026 Pettinga Financial Advisors LLC249$299K0.0%+7.8%0.000%
7/9/2026 Vertrix Wealth Management LLC697$836K0.3%-4.9%0.000%
7/9/2026 Alliance Wealth Advisors LLC651$781K0.3%-1.4%0.000%
7/9/2026 Allied Private Wealth LLC800$974K0.6%N/A0.000%
7/9/2026 Herbst Group LLC4,339$5.20M2.8%+8.7%0.000%
7/9/2026 StoneCrest Wealth Management Inc.5,351$6.42M2.1%-16.1%0.001%
7/9/2026 Great Waters Wealth Management781$937K0.1%+4.4%0.000%
7/9/2026 Wealth Science Advisors LLC2,164$2.60M1.2%-7.6%0.000%
7/9/2026 Exchange Bank1,091$1.31M0.8%+4.9%0.000%
7/9/2026 HF Advisory Group LLC2,246$2.70M0.8%+14.1%0.000%
7/9/2026 Arista Wealth Management LLC5,856$7.02M0.8%+1.0%0.001%
7/9/2026 GoalVest Advisory LLC2,177$2.61M0.5%-32.1%0.000%
7/9/2026 Aletheian Wealth Advisors LLC1,021$1.23M0.5%+9.8%0.000%
7/9/2026 Tactive Advisors LLC756$907K0.2%+26.2%0.000%
7/9/2026 Roan Capital Partners196$235K0.2%-16.2%0.000%
7/9/2026 Everhart Financial Group Inc.7,990$9.58M0.6%-0.7%0.001%
7/9/2026 Jacobs & Co. CA29,017$34.80M3.0%-5.7%0.003%
7/9/2026 Sax Wealth Advisors LLC1,529$1.83M0.1%+98.1%0.000%
7/9/2026 Cardano Risk Management B.V.249,204$298.90M2.3%-0.7%0.026%
7/9/2026 Everpar Advisors LLC2,780$3.33M0.9%+3.8%0.000%
7/9/2026 Avity Investment Management Inc.1,286$1.54M0.1%-1.9%0.000%
7/9/2026 Adamsbrown Wealth Consultants LLC571$685K0.1%+22.0%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.14,360$17.22M0.5%+0.2%0.002%
7/9/2026 First National Bank of Mount Dora Trust Investment Services12,363$14.83M3.0%-0.6%0.001%
7/9/2026 Lexington Hill Partners LLC550$660K0.3%-2.8%0.000%
7/9/2026 Legacy Wealth Management LLC MS369$443K0.1%+8.8%0.000%
7/9/2026 Pine Haven Investment Counsel Inc427$512K0.3%+2.4%0.000%
7/9/2026 Strategic Point Investment Advisors LLC263$315K0.0%+6.9%0.000%
7/9/2026 Affinity Capital Advisors LLC4,484$5.38M0.7%-2.5%0.000%
7/9/2026 Valeo Financial Advisors LLC130,247$156.22M3.2%-1.1%0.014%
7/9/2026 Private Wealth Group LLC873$1.05M0.4%N/A0.000%
7/9/2026 Worth Asset Management LLC1,633$1.96M0.6%+1.5%0.000%
7/9/2026 Norway Savings Bank4,469$5.36M2.2%-12.1%0.000%
7/8/2026 MRA Advisory Group292$350K0.1%-71.7%0.000%
7/8/2026 Beaird Harris Wealth Management LLC493$592K0.0%+2.1%0.000%
7/8/2026 Gradient Investments LLC27,342$32.80M0.5%+39.6%0.003%
7/8/2026 Atwood & Palmer Inc.568$681K0.0%+7.2%0.000%
7/8/2026 Rockland Trust Co.16,303$19.55M0.8%-11.8%0.002%
7/8/2026 Beacon Bank & Trust2,885$3.46M0.7%-6.2%0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.4,965$5.96M2.2%+43.8%0.001%
7/8/2026 Baring Financial LLC399$479K0.3%-2.7%0.000%
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7/8/2026 Beacon Investment Advisory Services Inc.17,158$20.58M0.8%-4.8%0.002%
7/8/2026 Quantum Financial Advisors LLC1,589$1.91M0.2%+2.3%0.000%
7/8/2026 Williams & Novak LLC423$507K0.3%N/A0.000%
7/8/2026 Chesley Taft & Associates LLC20,347$24.41M1.0%-0.4%0.002%
7/8/2026 Trust Point Inc.2,996$3.59M0.3%+9.7%0.000%
7/8/2026 AAFMAA Wealth Management & Trust LLC1,604$1.92M0.7%-11.8%0.000%
7/8/2026 Strategic Investment Solutions Inc. IL929$1.12M0.3%+24.7%0.000%
7/8/2026 First Heartland Consultants Inc.4,010$4.81M0.3%+6.5%0.000%
7/8/2026 Victrix Investment Advisors1,253$1.50M0.6%-5.2%0.000%
7/8/2026 MFG Wealth Management Inc.3,013$3.61M2.6%+45.0%0.000%


LLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,839 institutional investors and hedge funds held shares of Eli Lilly and Company. The most heavily invested institutionals were Vanguard Group Inc. ($88.09B), PNC Financial Services Group Inc. ($47.21B), State Street Corp ($38.00B), Capital Research Global Investors ($26.40B), FMR LLC ($23.57B), Geode Capital Management LLC ($21.22B), and Morgan Stanley ($16.76B).Learn more on Eli Lilly and Company's institutional investors.

82.53% of Eli Lilly and Company's stock is owned by institutional investors. Learn more on LLY's institutional investor holdings.

Of the 4,376 institutional investors that purchased Eli Lilly and Company's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PNC Financial Services Group Inc. ($50.07M), Norges Bank ($34.29M), GAMMA Investing LLC ($14.87M), International Assets Investment Management LLC ($12.45M), Laurel Wealth Advisors LLC ($11.54M), Vanguard Group Inc. ($8.19M), and Capital Research Global Investors ($5.83M).

Institutional investors have bought a total of 96,109,811 shares in the last 24 months. This purchase volume represents approximately $86.72B in transactions.

Of the 2,469 institutional investors that sold Eli Lilly and Company's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($50.05M), Laurel Wealth Advisors LLC ($11.54M), Primecap Management Co. CA ($5.51M), Capital World Investors ($2.66M), Assenagon Asset Management S.A. ($2.19M), Cardano Risk Management B.V. ($2.13M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.44M).

Institutional investors have sold a total of 103,309,183 shares in the last 24 months. This volume of shares sold represents approximately $84.22B in transactions.



This page (NYSE:LLY) was last updated on 7/10/2026 by MarketBeat.com Staff.
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