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 |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
259
shares
|
$206,078
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
259
shares
|
$206,078
0.08% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
258
shares
|
$205,282
0.04% of portfolio
|
Q3 2023
Reduced 8.51%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
258
shares
|
$205,282
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
258
shares
|
$205,282
0.19% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
257
shares
|
$204,487
0.19% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
257
shares
|
$204,487
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
255
shares
|
$202,895
0.15% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
255
shares
|
$202,895
0.06% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
254
shares
|
$202,100
0.05% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
254
shares
|
$202,100
0.09% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
253
shares
|
$201,304
0.12% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
253
shares
|
$201,304
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
252
shares
|
$200,508
0.04% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
252
shares
|
$200,508
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
252
shares
|
$200,508
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
251
shares
|
$199,713
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
251
shares
|
$199,713
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
251
shares
|
$199,713
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
250
shares
|
$198,917
0.09% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$198,917
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
250
shares
|
$198,917
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
250
shares
|
$198,917
0.2% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
250
shares
|
$198,917
0.07% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
249
shares
|
$198,121
0.13% of portfolio
|
Q3 2024
Reduced 0.4%
|