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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
667
shares
|
$518,972
0.15% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
666
shares
|
$518,194
0.23% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
666
shares
|
$518,194
0.09% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
665
shares
|
$517,416
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
665
shares
|
$517,416
0.15% of portfolio
|
Q1 2024
Reduced 9.52%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
660
shares
|
$513,526
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
658
shares
|
$511,970
0.19% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
657
shares
|
$511,191
0.33% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
654
shares
|
$508,857
0.13% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
653
shares
|
$508,079
0.28% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
653
shares
|
$508,079
0.34% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
653
shares
|
$508,079
0.2% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
653
shares
|
$508,079
0.29% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
652
shares
|
$507,301
0.37% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
651
shares
|
$506,523
0.13% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
650
shares
|
$505,745
0.22% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
650
shares
|
$505,745
0.12% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
650
shares
|
$505,745
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
650
shares
|
$505,745
0.25% of portfolio
|
Q1 2024
Reduced 18.75%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
649
shares
|
$504,967
0.02% of portfolio
|
Q2 2024
Added 11.51%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
649
shares
|
$504,967
0.27% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
648
shares
|
$504,189
0.34% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
648
shares
|
$504,189
0.04% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
648
shares
|
$504,189
0.22% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
648
shares
|
$504,189
0.39% of portfolio
|
Q3 2024
Added 19.78%
|