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 4,013 institutions that hold shares in the stock, with a total of 751 Million shares, which have been reported (via 13F filing form) to have a value of $575 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
975
shares
|
$745,972
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
975
shares
|
$745,972
0.28% of portfolio
|
Q3 2024
Reduced 21.81%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
975
shares
|
$745,972
0.61% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
973
shares
|
$744,442
1.01% of portfolio
|
Q3 2024
Reduced 27.23%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
972
shares
|
$743,677
0.05% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
972
shares
|
$743,677
0.14% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
970
shares
|
$742,147
0.04% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
968
shares
|
$740,616
0.14% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
966
shares
|
$739,086
0.25% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
966
shares
|
$739,086
0.43% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
965
shares
|
$738,321
0.09% of portfolio
|
Q4 2022
Added 2.99%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
959
shares
|
$733,730
0.31% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$732,965
0.19% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
956
shares
|
$731,435
0.64% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
954
shares
|
$729,905
0.1% of portfolio
|
Q2 2024
Added 45.87%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
954
shares
|
$729,905
0.51% of portfolio
|
Q3 2022
Reduced 24.53%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
952
shares
|
$728,375
0.31% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
952
shares
|
$728,375
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
950
shares
|
$726,845
0.2% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
950
shares
|
$726,845
0.03% of portfolio
|
Q1 2021
Added 22.42%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
949
shares
|
$726,079
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
945
shares
|
$723,019
0.2% of portfolio
|
Q1 2024
Added 2.16%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
945
shares
|
$723,019
0.22% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
942
shares
|
$720,724
0.93% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Mount Vernon Associates Inc
|
Oct 15, 2024 Q3 2024 |
940
shares
|
$719,194
0.69% of portfolio
|
Q3 2024
Added 74.07%
|