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 |
|---|---|---|---|---|---|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
300
shares
|
$238,701
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
300
shares
|
$238,701
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
300
shares
|
$238,701
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
300
shares
|
$238,701
0.16% of portfolio
|
Q4 2023
Added 19.52%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
300
shares
|
$238,701
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
298
shares
|
$237,109
0.09% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
298
shares
|
$237,109
0.23% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
297
shares
|
$236,313
0.05% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
296
shares
|
$235,518
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
296
shares
|
$235,518
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
296
shares
|
$235,518
0.15% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
296
shares
|
$235,518
0.04% of portfolio
|
Q3 2024
Reduced 98.89%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
296
shares
|
$235,518
0.14% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
295
shares
|
$234,722
0.19% of portfolio
|
Q2 2024
Added 7.27%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
295
shares
|
$234,722
0.05% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
294
shares
|
$233,926
0.09% of portfolio
|
Q1 2024
Reduced 49.83%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
293
shares
|
$233,131
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
293
shares
|
$233,131
0.04% of portfolio
|
Q1 2024
Reduced 10.4%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
293
shares
|
$233,131
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
293
shares
|
$233,131
0.07% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
293
shares
|
$233,131
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
292
shares
|
$232,335
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
289
shares
|
$229,948
0.03% of portfolio
|
Q3 2022
Closed
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
288
shares
|
$229,152
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
288
shares
|
$229,152
0.08% of portfolio
|
Q2 2024
New holding
|