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 4,011 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 $588 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
565
shares
|
$442,491
0.49% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
565
shares
|
$442,491
0.14% of portfolio
|
Q3 2024
Added 36.14%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
563
shares
|
$440,924
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
563
shares
|
$440,924
0.37% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
562
shares
|
$440,141
0.43% of portfolio
|
Q3 2024
Added 38.77%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
562
shares
|
$440,141
0.03% of portfolio
|
Q3 2024
Added 76.73%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
560
shares
|
$438,575
0.08% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
560
shares
|
$438,575
0.12% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
559
shares
|
$437,792
0.08% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
555
shares
|
$434,659
0.14% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
553
shares
|
$433,093
0.26% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
553
shares
|
$433,093
0.38% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
551
shares
|
$431,526
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
550
shares
|
$430,743
0.04% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
550
shares
|
$430,743
0.1% of portfolio
|
Q2 2024
Added 266.67%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
550
shares
|
$430,743
0.23% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
549
shares
|
$429,960
0.23% of portfolio
|
Q3 2024
Reduced 19.15%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
548
shares
|
$429,177
0.35% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
547
shares
|
$428,393
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
547
shares
|
$428,393
0.12% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
547
shares
|
$428,393
0.31% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
546
shares
|
$427,610
0.02% of portfolio
|
Q3 2024
Added 87.63%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
546
shares
|
$427,610
0.14% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
545
shares
|
$426,827
0.08% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
545
shares
|
$426,827
0.29% of portfolio
|
Q3 2024
Added 61.72%
|