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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
590
shares
|
$455,480
0.39% of portfolio
|
Q1 2023
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
590
shares
|
$455,480
0.14% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
588
shares
|
$453,936
0.06% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
586
shares
|
$452,392
0.17% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
585
shares
|
$451,620
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
585
shares
|
$451,620
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
581
shares
|
$448,532
0.1% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
581
shares
|
$448,532
0.32% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
580
shares
|
$447,760
0.14% of portfolio
|
Q3 2024
Reduced 43.36%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
580
shares
|
$447,760
0.15% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
580
shares
|
$447,760
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
577
shares
|
$445,444
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
576
shares
|
$444,672
0.22% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
575
shares
|
$443,900
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
575
shares
|
$443,900
0.26% of portfolio
|
Q3 2024
Added 144.68%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
574
shares
|
$443,128
0.03% of portfolio
|
Q3 2024
Added 62.61%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
573
shares
|
$442,356
0.04% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
571
shares
|
$440,812
0.13% of portfolio
|
Q4 2023
Reduced 5.72%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
571
shares
|
$440,812
0.1% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
570
shares
|
$440,040
0.23% of portfolio
|
Q1 2024
Reduced 14.93%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
568
shares
|
$438,496
0.15% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
568
shares
|
$438,496
0.08% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
567
shares
|
$437,724
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
566
shares
|
$436,952
0.07% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
566
shares
|
$436,952
0.08% of portfolio
|
Q3 2024
Reduced 85.83%
|