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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,189
shares
|
$936,004
0.29% of portfolio
|
Q3 2024
Reduced 46.59%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
1,185
shares
|
$932,855
0.66% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
1,184
shares
|
$932,068
0.49% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
1,183
shares
|
$931,281
0.49% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
1,181
shares
|
$929,706
0.76% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,180
shares
|
$928,919
0.6% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
1,179
shares
|
$928,132
0.58% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,175
shares
|
$924,983
0.09% of portfolio
|
Q3 2024
Reduced 56.75%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,173
shares
|
$923,409
0.03% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,172
shares
|
$922,621
0.13% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,172
shares
|
$922,621
0.49% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
1,171
shares
|
$921,834
0.31% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
1,170
shares
|
$921,047
0.35% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,170
shares
|
$921,047
0.53% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,167
shares
|
$918,685
0.2% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
1,166
shares
|
$917,898
0.88% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
1,165
shares
|
$917,111
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
1,163
shares
|
$915,536
0.2% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,163
shares
|
$915,536
0.98% of portfolio
|
Q3 2024
Added 78.1%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
1,162
shares
|
$914,749
0.28% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
1,162
shares
|
$914,749
0.31% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,162
shares
|
$914,749
0.09% of portfolio
|
Q3 2024
Added 19.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$912,387
0.17% of portfolio
|
Q3 2024
Reduced 47.7%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
1,152
shares
|
$906,877
0.48% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
1,150
shares
|
$905,303
1.06% of portfolio
|
Q3 2024
Added 15.58%
|