LLY Eli Lilly and Company
Eli Lilly and Company (LLY) Institutional Ownership
What the institutions did with LLY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| EASTERN BANK | 115.2K | 31.6% |
| CX Institutional | 28.6K | 7.8% |
| TOMPKINS FINANCIAL CORP | 27.0K | 7.4% |
| MassMutual Private Wealth & Trust, FSB | 26.6K | 7.3% |
| Partnership Wealth Management, LLC | 21.2K | 5.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20.5K | 5.6% |
| Coastline Trust Co | 19.7K | 5.4% |
| NEVILLE RODIE & SHAW INC | 17.3K | 4.7% |
| ROCKLAND TRUST CO | 15.9K | 4.3% |
| PARK NATIONAL CORP /OH/ | 15.5K | 4.3% |
| CapWealth Advisors, LLC | 10.2K | 2.8% |
| Montecito Bank & Trust | 9.0K | 2.5% |
| Central Pacific Bank - Trust Division | 6.8K | 1.9% |
| Versant Capital Management, Inc | 3.6K | 1.0% |
| Violich Capital Management, Inc. | 3.2K | 0.9% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.4K | 0.7% |
| Olistico Wealth, LLC | 2.4K | 0.7% |
| GoalVest Advisory LLC | 2.4K | 0.6% |
| First Citizens Financial Corp | 2.2K | 0.6% |
| Boltwood Capital Management | 1.9K | 0.5% |
| Norman Fields, Gottscho Capital Management, LLC | 1.5K | 0.4% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1.4K | 0.4% |
| COLLECTIVE FAMILY OFFICE LLC | 966 | 0.3% |
| FC Advisory LLC | 955 | 0.3% |
| PRIVATE CLIENT SERVICES, LLC | 911 | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 35.5K | 28.6K | -6.9K |
| Violich Capital Management, Inc. | Increased | 1.3K | 3.2K | +2.0K |
| Coastline Trust Co | Reduced | 20.9K | 19.7K | -1.1K |
| EASTERN BANK | Reduced | 116.3K | 115.2K | -1.1K |
| CapWealth Advisors, LLC | Increased | 9.2K | 10.2K | +962 |
| PARK NATIONAL CORP /OH/ | Increased | 14.6K | 15.5K | +954 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 21.3K | 20.5K | -822 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 1.6K | 2.4K | +752 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 27.3K | 26.6K | -751 |
| TOMPKINS FINANCIAL CORP | Reduced | 27.6K | 27.0K | -629 |
| ROCKLAND TRUST CO | Reduced | 16.3K | 15.9K | -450 |
| Central Pacific Bank - Trust Division | Reduced | 7.2K | 6.8K | -408 |
| GoalVest Advisory LLC | Increased | 2.2K | 2.4K | +178 |
| Parrish Capital LLC | Sold Out | 171 | 0 | -171 |
| Ballew Advisors, Inc | Sold Out | 170 | 0 | -170 |
| Adelphi Trust Co | Reduced | 568 | 415 | -153 |
| First Citizens Financial Corp | Reduced | 2.3K | 2.2K | -128 |
| Global Wealth Strategies & Associates | Increased | 331 | 430 | +99 |
| Hickory Point Bank & Trust | Reduced | 226 | 131 | -95 |
| Versant Capital Management, Inc | Increased | 3.6K | 3.6K | +87 |
| NEVILLE RODIE & SHAW INC | Increased | 17.2K | 17.3K | +86 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 1.3K | 1.4K | +76 |
| Stonebridge Financial Group, LLC | Increased | 732 | 792 | +60 |
| Planning Strategies Inc. | Increased | 42 | 96 | +54 |
| Miller Global Investments, LLC | Increased | 274 | 322 | +48 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 75 | 32 | -43 |
| FC Advisory LLC | Reduced | 993 | 955 | -38 |
| Heartwood Wealth Advisors LLC | Increased | 392 | 430 | +38 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 197 | 233 | +36 |
| PRIVATE CLIENT SERVICES, LLC | Increased | 881 | 911 | +30 |
| Marathon Mission, Inc. | Increased | 233 | 257 | +24 |
| Boltwood Capital Management | Reduced | 1.9K | 1.9K | -18 |
| Rosenberg Matthew Hamilton | Increased | 748 | 764 | +16 |
| Montecito Bank & Trust | Reduced | 9.0K | 9.0K | -11 |
| Ridgewood Investments LLC | Increased | 445 | 455 | +10 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 975 | 966 | -9 |
| Box Hill Private Wealth LLC | Increased | 520 | 528 | +8 |
| Roxbury Financial LLC | Increased | 268 | 269 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.