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 |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
271
shares
|
$215,626
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
270
shares
|
$214,830
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
270
shares
|
$214,830
0.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
269
shares
|
$214,035
0.01% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
269
shares
|
$214,035
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
268
shares
|
$213,239
0.04% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
267
shares
|
$212,443
0.19% of portfolio
|
Q4 2022
Reduced 38.48%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
266
shares
|
$211,648
0.25% of portfolio
|
Q2 2024
Reduced 32.66%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
266
shares
|
$211,648
0.1% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
265
shares
|
$210,852
0.16% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
264
shares
|
$210,056
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
264
shares
|
$210,056
0.1% of portfolio
|
Q3 2024
Reduced 23.26%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
263
shares
|
$209,261
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
263
shares
|
$209,261
0.1% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
263
shares
|
$209,261
0.08% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
262
shares
|
$208,465
0.04% of portfolio
|
Q3 2024
Reduced 39.35%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
262
shares
|
$208,465
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
262
shares
|
$208,465
0.09% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
261
shares
|
$207,669
0.03% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Compass Capital Management, Inc
|
Oct 24, 2024 Q3 2024 |
260
shares
|
$206,874
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
260
shares
|
$206,874
0.05% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
260
shares
|
$206,874
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
259
shares
|
$206,078
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
259
shares
|
$206,078
0.07% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
259
shares
|
$206,078
0.1% of portfolio
|
Q3 2024
Added 3.19%
|