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 |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
359
shares
|
$285,096
0.25% of portfolio
|
Q3 2024
Added 20.07%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
359
shares
|
$285,096
0.29% of portfolio
|
Q2 2024
Reduced 32.77%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
359
shares
|
$285,096
0.07% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
358
shares
|
$284,302
0.13% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
358
shares
|
$284,302
0.35% of portfolio
|
Q3 2024
Added 23.45%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
358
shares
|
$284,302
0.08% of portfolio
|
Q2 2024
Reduced 10.72%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
358
shares
|
$284,302
0.08% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
356
shares
|
$282,713
0.02% of portfolio
|
Q3 2024
Reduced 89.53%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
356
shares
|
$282,713
0.7% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
355
shares
|
$281,919
0.01% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
355
shares
|
$281,919
0.18% of portfolio
|
Q2 2024
Reduced 18.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
355
shares
|
$281,919
0.03% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
353
shares
|
$280,331
0.11% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
353
shares
|
$280,331
0.25% of portfolio
|
Q3 2024
Reduced 95.64%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
353
shares
|
$280,331
0.16% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
352
shares
|
$279,537
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
351
shares
|
$278,743
0.24% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
350
shares
|
$277,949
0.05% of portfolio
|
Q3 2024
Added 40.56%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
350
shares
|
$277,949
0.07% of portfolio
|
Q4 2023
Reduced 10.26%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
350
shares
|
$277,949
0.09% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
350
shares
|
$277,949
0.18% of portfolio
|
Q1 2024
Reduced 16.27%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
350
shares
|
$277,949
0.22% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
349
shares
|
$277,154
0.13% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
348
shares
|
$276,360
0.23% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
348
shares
|
$276,360
0.05% of portfolio
|
Q1 2022
Closed
|