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 4,011 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 $587 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
761
shares
|
$595,086
0.46% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
760
shares
|
$594,304
0.21% of portfolio
|
Q3 2024
Added 65.22%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
759
shares
|
$593,522
0.19% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
758
shares
|
$592,740
0.17% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
758
shares
|
$592,740
0.05% of portfolio
|
Q3 2024
Reduced 92.28%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
757
shares
|
$591,958
0.13% of portfolio
|
Q4 2023
Added 56.4%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
756
shares
|
$591,176
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
756
shares
|
$591,176
0.39% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
756
shares
|
$591,176
0.24% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
754
shares
|
$589,612
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
754
shares
|
$589,612
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
754
shares
|
$589,612
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
752
shares
|
$588,048
0.31% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
750
shares
|
$586,485
0.17% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
750
shares
|
$586,485
0.22% of portfolio
|
Q4 2023
Added 6.23%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
748
shares
|
$584,921
0.19% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
747
shares
|
$584,139
0.57% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
746
shares
|
$583,357
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
745
shares
|
$582,575
0.1% of portfolio
|
Q2 2024
Added 23.55%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
745
shares
|
$582,575
0.05% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
745
shares
|
$582,575
0.57% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
741
shares
|
$579,447
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
740
shares
|
$578,665
0.45% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
739
shares
|
$577,883
0.08% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
738
shares
|
$577,101
0.27% of portfolio
|
Q3 2024
Added 0.14%
|