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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
372
shares
|
$295,420
0.13% of portfolio
|
Q2 2024
Added 27.84%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
371
shares
|
$294,625
0.08% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
371
shares
|
$294,625
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
371
shares
|
$294,625
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
370
shares
|
$293,831
0.21% of portfolio
|
Q3 2024
Added 40.15%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
369
shares
|
$293,037
0.22% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
369
shares
|
$293,037
0.07% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
369
shares
|
$293,037
0.22% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
368
shares
|
$292,243
0.08% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
368
shares
|
$292,243
0.08% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
368
shares
|
$292,243
0.13% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
367
shares
|
$291,449
0.12% of portfolio
|
Q1 2024
Reduced 21.41%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
366
shares
|
$290,655
0.12% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
366
shares
|
$290,655
0.2% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
366
shares
|
$290,655
0.09% of portfolio
|
Q3 2024
Added 33.09%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
366
shares
|
$290,655
0.18% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
363
shares
|
$288,272
0.09% of portfolio
|
Q3 2024
Added 50.62%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
363
shares
|
$288,272
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
363
shares
|
$288,272
0.15% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
363
shares
|
$288,272
0.11% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
361
shares
|
$286,684
0.68% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
360
shares
|
$285,890
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
360
shares
|
$285,890
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
360
shares
|
$285,890
0.02% of portfolio
|
Q3 2024
Reduced 99.37%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
360
shares
|
$285,890
0.14% of portfolio
|
Q3 2024
New holding
|