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 $597 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
315
shares
|
$250,636
0.02% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
315
shares
|
$250,636
0.12% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
315
shares
|
$250,636
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
314
shares
|
$249,840
0.01% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
313
shares
|
$249,044
0.03% of portfolio
|
Q3 2024
Reduced 60.03%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
312
shares
|
$248,249
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
312
shares
|
$248,249
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
311
shares
|
$247,453
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
308
shares
|
$245,066
0.21% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
306
shares
|
$243,475
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
306
shares
|
$243,475
0.09% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
306
shares
|
$243,475
0.02% of portfolio
|
Q2 2024
Added 6.62%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
306
shares
|
$243,475
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
305
shares
|
$242,679
0.03% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
305
shares
|
$242,679
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
305
shares
|
$242,679
0.13% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
303
shares
|
$241,088
0.1% of portfolio
|
Q3 2024
Reduced 76.07%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
302
shares
|
$240,292
0.03% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
301
shares
|
$239,496
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
301
shares
|
$239,496
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
301
shares
|
$239,496
0.06% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
301
shares
|
$239,496
0.21% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$238,701
0.04% of portfolio
|
Q3 2024
Reduced 19.57%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$238,701
0.1% of portfolio
|
Q1 2024
Reduced 23.86%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
300
shares
|
$238,701
0.18% of portfolio
|
Q3 2024
Reduced 14.29%
|