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 4,020 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $550 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
481
shares
|
$358,301
0.07% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
481
shares
|
$358,301
0.08% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
480
shares
|
$357,556
0.13% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
480
shares
|
$357,556
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
480
shares
|
$357,556
0.04% of portfolio
|
Q4 2023
Added 0.63%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
480
shares
|
$357,556
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
479
shares
|
$356,811
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
478
shares
|
$356,066
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
478
shares
|
$356,066
0.31% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
477
shares
|
$355,322
0.09% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
475
shares
|
$353,832
0.22% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
475
shares
|
$353,832
0.13% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
475
shares
|
$353,832
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
475
shares
|
$353,832
0.2% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
475
shares
|
$353,832
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
474
shares
|
$353,087
0.12% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
473
shares
|
$352,342
0.13% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
473
shares
|
$352,342
0.25% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
472
shares
|
$351,597
0.16% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
470
shares
|
$350,107
0.24% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
469
shares
|
$349,362
0.18% of portfolio
|
Q3 2024
Added 76.98%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
467
shares
|
$347,872
0.12% of portfolio
|
Q2 2024
Added 5.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
467
shares
|
$347,872
0.26% of portfolio
|
Q2 2024
Reduced 73.36%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
467
shares
|
$347,872
0.06% of portfolio
|
Q2 2024
Added 23.54%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
466
shares
|
$347,128
0.36% of portfolio
|
Q2 2024
Reduced 1.27%
|