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 $581 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
606
shares
|
$467,832
0.05% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
606
shares
|
$467,832
0.1% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
605
shares
|
$467,060
0.09% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
605
shares
|
$467,060
0.02% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
604
shares
|
$466,288
0.31% of portfolio
|
Q3 2024
Reduced 43.02%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
602
shares
|
$464,744
0.31% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
602
shares
|
$464,744
0.08% of portfolio
|
Q3 2024
Added 671.79%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
601
shares
|
$463,972
0.25% of portfolio
|
Q4 2023
Reduced 14.27%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
601
shares
|
$463,972
0.2% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
601
shares
|
$463,972
0.28% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
601
shares
|
$463,972
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
600
shares
|
$463,200
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
600
shares
|
$463,200
0.15% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
600
shares
|
$463,200
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
600
shares
|
$463,200
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
599
shares
|
$462,428
0.28% of portfolio
|
Q3 2024
Added 80.97%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
599
shares
|
$462,428
0.07% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
597
shares
|
$460,884
0.3% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
597
shares
|
$460,884
0.2% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
595
shares
|
$459,340
0.16% of portfolio
|
Q3 2024
Added 20.93%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
595
shares
|
$459,340
0.04% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
594
shares
|
$458,568
0.11% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
591
shares
|
$456,252
0.38% of portfolio
|
Q2 2024
Reduced 25.28%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
591
shares
|
$456,252
0.5% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
591
shares
|
$456,252
0.43% of portfolio
|
Q3 2024
New holding
|