LLY · Company research
Eli Lilly & Co. (LLY): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240 | 277699000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2691 | 3113702 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1592 | 1842071 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2691 | 3113702 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2712 | 3252854 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 988146 | 1185211368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARVEST INVESTMENTS, INC. | 1025038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 918 | 1101076 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 192 | 231006 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Defiance ETFs, LLC | 1732541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3554 | 4235445 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4235 | 5079 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 899 | 1078288 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brown Shipley& Co Ltd | 1912970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4717 | 5657711 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| LOGAN CAPITAL MANAGEMENT INC | 1121330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22254 | 26692115 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3779 | 4532384 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealth Watch Advisors, INC | 2040515 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 483 | 579325 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 1769578 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360 | 431795 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10452 | 12536667 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SNOWWATER INVESTMENT PARTNERS, LLC | 2075393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1077 | 1291786 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cox Capital Mgt LLC | 1748728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5092 | 6107898 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sun Financial Inc | 2067342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1208 | 1487568 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1505 | 1805142 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Private Capital Management, LLC | 1588456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 425 | 510008 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| F/m Investments LLC | 1834499 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24561 | 29457630 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Keystone Wealth Services, LLC | 1866189 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 518 | 621218 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Employees Provident Fund Board | 1600177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 518259 | 621615392 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 476 | 570577 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Midway Capital Research & Management | 2115416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 2399 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| New Covenant Trust Company, N.A. | 2023097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1238 | 1484894 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sherman Asset Management, Inc. | 1736535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 657 | 788450 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Alvarez & Marsal Private Wealth Partners, LLC | 2109121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1630 | 1955071 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215 | 257878 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WHITE PINE CAPITAL LLC | 1137429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330 | 395812 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ADIRONDACK TRUST CO | 1054257 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3558 | 4267506 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FCG Investment Co | 2011697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2688 | 3224068 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| RTD Financial Advisors, Inc. | 1810555 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 461 | 552938 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122313 | 146705574 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Capital Investment Counsel, LLC | 2033609 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2935 | 3520496 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| HMV Wealth Advisors, LLC | 2054904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 948 | 1137060 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Kessler Investment Group, LLC | 1525947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2923 | 3505934 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CYPRESS ASSET MANAGEMENT INC/TX | 1030618 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21845 | 26201548 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11471413 | 13759156895 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 645864 | 774668656 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pinnacle Family Advisors, LLC | 1679064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 676 | 810327 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aljian Capital Management, LLC | 1731260 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1811 | 2172541 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 479 | 574527 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Group, Inc. | 1868491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 351 | 421000 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69981 | 83937311 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Elk River Wealth Management LLC | 1844107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7290 | 8744004 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33023 | 39609 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cornerstone Advisors, LLC | 1775446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50632 | 60729540 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207 | 248282 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FORTRESS FINANCIAL GROUP, LLC | 2054451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232 | 278256 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7918 | 9497112 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ANCHOR CAPITAL ADVISORS LLC | 813933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 721 | 864789 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cohen Investment Advisors LLC | 1845081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10155 | 12180212 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Wiser Wealth Management, Inc | 1573263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 525 | 629701 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| M1 Capital Management LLC | 1976157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 623 | 747670 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| North Capital, Inc. | 2065938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230 | 275869 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SPHERA FUNDS MANAGEMENT LTD. | 1496201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8040 | 9643417 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Third View Private Wealth, LLC | 2083406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1938 | 2324919 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| OARSMAN CAPITAL, INC. | 1569667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2212 | 2653217 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BG Investment Services, LLC | 1873989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279 | 334280 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Seaside Wealth Management, Inc. | 1929977 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 711 | 852795 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| New Capital Management LP | 1696731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 408016 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69 | 82135 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Stanley-Laman Group, Ltd. | 1601489 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6747 | 8092796 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MAIRS & POWER INC | 1070134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 322129 | 386371186 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BIRINYI ASSOCIATES INC | 1079738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1101 | 1321 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Covea Finance | 1636948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36010 | 43191474 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SSA SWISS ADVISORS AG | 2066265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4100 | 4971971 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FLOW TRADERS U.S. LLC | 1466697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 909 | 1090 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AXA S.A. | 898427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1372 | 1439200 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Veracity Capital LLC | 1811005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1872 | 2244906 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Scharf Investments, LLC | 1463746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1086 | 1302581 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 697 | 836003 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1367401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47928 | 57486281 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1639753 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14386 | 17255000 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1638 | 1952113 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 2011215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 612 | 733684 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 224 | 268896 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.