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 $596 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
405
shares
|
$321,626
0.13% of portfolio
|
Q3 2024
Added 60.71%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
404
shares
|
$320,832
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
403
shares
|
$320,038
0.18% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
403
shares
|
$320,038
0.06% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
402
shares
|
$319,244
0.12% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
402
shares
|
$319,244
0.12% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
402
shares
|
$319,244
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
401
shares
|
$318,450
0.09% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
400
shares
|
$317,656
0.22% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
400
shares
|
$317,656
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
400
shares
|
$317,656
0.05% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
400
shares
|
$317,656
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
400
shares
|
$317,656
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
400
shares
|
$317,656
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
399
shares
|
$316,861
0.01% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
398
shares
|
$316,067
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
398
shares
|
$316,067
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
397
shares
|
$315,273
0.18% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
396
shares
|
$314,479
0.09% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
396
shares
|
$314,479
0.37% of portfolio
|
Q3 2023
Reduced 23.11%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
396
shares
|
$314,479
0.24% of portfolio
|
Q3 2024
Added 45.05%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
395
shares
|
$313,685
0.12% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
390
shares
|
$309,714
0.04% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
390
shares
|
$309,714
0.11% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
390
shares
|
$309,714
0.03% of portfolio
|
Q3 2022
Added 0.52%
|