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 |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
1,124
shares
|
$884,835
0.11% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,124
shares
|
$884,835
0.29% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,123
shares
|
$884,048
0.11% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
1,121
shares
|
$882,473
0.43% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
1,121
shares
|
$882,473
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,119
shares
|
$880,899
0.05% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
1,119
shares
|
$880,899
0.83% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
1,118
shares
|
$880,111
0.14% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,117
shares
|
$879,324
0.49% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,116
shares
|
$878,537
0.15% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,116
shares
|
$878,537
0.12% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,114
shares
|
$876,963
0.1% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,114
shares
|
$876,963
0.47% of portfolio
|
Q3 2024
Reduced 74.08%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,111
shares
|
$874,601
0.73% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
1,110
shares
|
$873,814
0.25% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,109
shares
|
$873,026
1.02% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,106
shares
|
$870,665
0.57% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,105
shares
|
$869,878
0.42% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,105
shares
|
$869,878
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,102
shares
|
$867,516
0.36% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
1,102
shares
|
$867,516
0.61% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$865,942
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
1,099
shares
|
$865,154
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
1,097
shares
|
$863,580
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,094
shares
|
$861,218
0.13% of portfolio
|
Q3 2024
New holding
|