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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
717
shares
|
$557,876
0.06% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
717
shares
|
$557,876
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
717
shares
|
$557,876
0.14% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
716
shares
|
$557,098
0.13% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
715
shares
|
$556,320
0.26% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
714
shares
|
$555,541
0.26% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
712
shares
|
$553,985
0.05% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
710
shares
|
$552,429
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
708
shares
|
$550,873
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
706
shares
|
$549,317
0.27% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
706
shares
|
$549,317
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
704
shares
|
$547,761
0.13% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
703
shares
|
$546,983
0.12% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
703
shares
|
$546,983
0.35% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
703
shares
|
$546,983
0.3% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
702
shares
|
$546,205
0.08% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
701
shares
|
$545,427
0.16% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
700
shares
|
$544,649
0.34% of portfolio
|
Q3 2020
Reduced 12.5%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
700
shares
|
$544,649
0.18% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
698
shares
|
$543,092
0.12% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
697
shares
|
$542,314
0.67% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
696
shares
|
$541,536
0.22% of portfolio
|
Q3 2024
Added 27.47%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
694
shares
|
$539,980
0.36% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
694
shares
|
$539,980
0.27% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
692
shares
|
$538,424
0.14% of portfolio
|
Q3 2024
New holding
|