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 |
|---|---|---|---|---|---|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
1,282
shares
|
$1.01 Million
0.48% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
1,280
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
1,279
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,278
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
1,271
shares
|
$1 Million
0.89% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,271
shares
|
$1 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
1,270
shares
|
$999,769
0.29% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,264
shares
|
$995,046
0.16% of portfolio
|
Q3 2024
Reduced 89.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
1,264
shares
|
$995,046
0.23% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
1,262
shares
|
$993,471
0.29% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
1,256
shares
|
$988,748
0.11% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,254
shares
|
$987,173
0.23% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,250
shares
|
$984,025
0.07% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$984,025
0.12% of portfolio
|
Q4 2020
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
1,250
shares
|
$984,025
0.63% of portfolio
|
Q3 2023
Reduced 12.28%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
1,247
shares
|
$981,663
0.51% of portfolio
|
Q3 2022
Reduced 19.39%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
1,247
shares
|
$981,663
0.75% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
1,247
shares
|
$981,663
0.58% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
1,246
shares
|
$980,876
0.37% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,245
shares
|
$980,088
0.18% of portfolio
|
Q2 2023
Added 14.43%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
1,244
shares
|
$979,301
0.32% of portfolio
|
Q3 2024
Reduced 96.08%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,244
shares
|
$979,301
0.34% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
1,242
shares
|
$977,727
0.63% of portfolio
|
Q3 2024
Added 19.08%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
1,238
shares
|
$974,578
0.25% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
1,236
shares
|
$973,003
0.63% of portfolio
|
Q3 2024
Added 115.33%
|