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 4,012 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 $584 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
738
shares
|
$574,215
0.19% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
737
shares
|
$573,437
0.51% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
737
shares
|
$573,437
0.16% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
736
shares
|
$572,659
0.07% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
736
shares
|
$572,659
0.25% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
736
shares
|
$572,659
0.28% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
735
shares
|
$571,881
0.3% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
733
shares
|
$570,325
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
733
shares
|
$570,325
0.36% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
732
shares
|
$569,547
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
731
shares
|
$568,769
0.06% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
731
shares
|
$568,769
0.19% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
731
shares
|
$568,769
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
730
shares
|
$567,991
0.15% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
730
shares
|
$567,991
0.44% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
729
shares
|
$567,213
0.27% of portfolio
|
Q2 2024
Added 15.9%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
729
shares
|
$567,213
0.06% of portfolio
|
Q3 2024
Reduced 72.89%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
729
shares
|
$567,213
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
728
shares
|
$566,434
0.08% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
727
shares
|
$565,656
0.13% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
726
shares
|
$564,878
0.23% of portfolio
|
Q3 2024
Added 81.5%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
726
shares
|
$564,878
0.14% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
722
shares
|
$561,766
0.06% of portfolio
|
Q2 2024
Added 5.87%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
720
shares
|
$560,210
0.13% of portfolio
|
Q3 2024
Added 72.25%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
718
shares
|
$558,654
0.22% of portfolio
|
Q2 2024
New holding
|