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 4,015 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $581 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,387
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,385
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
1,385
shares
|
$1.09 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,383
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,379
shares
|
$1.09 Million
0.4% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,378
shares
|
$1.08 Million
0.47% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
1,378
shares
|
$1.08 Million
0.46% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
1,373
shares
|
$1.08 Million
1.92% of portfolio
|
Q4 2023
New holding
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
1,372
shares
|
$1.08 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,369
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,364
shares
|
$1.07 Million
1.14% of portfolio
|
Q4 2023
Added 2.33%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
1,364
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2024
Added 20.81%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,358
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2024
Added 16.97%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
1,357
shares
|
$1.07 Million
0.28% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,355
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Riverstone Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,350
shares
|
$1.06 Million
0.7% of portfolio
|
Q4 2020
Reduced 5.2%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,350
shares
|
$1.06 Million
0.35% of portfolio
|
Q1 2022
Reduced 1.82%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
1,347
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,342
shares
|
$1.06 Million
0.43% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,341
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,339
shares
|
$1.05 Million
0.53% of portfolio
|
Q3 2024
Added 147.05%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
1,339
shares
|
$1.05 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,332
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
1,330
shares
|
$1.05 Million
0.16% of portfolio
|
Q1 2024
Reduced 14.74%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,329
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 6.75%
|