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 |
|---|---|---|---|---|---|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
249
shares
|
$198,121
0.32% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
249
shares
|
$198,121
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
249
shares
|
$198,121
0.09% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
248
shares
|
$197,326
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
248
shares
|
$197,326
0.18% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
248
shares
|
$197,326
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
247
shares
|
$196,530
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
247
shares
|
$196,530
0.03% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
247
shares
|
$196,530
0.05% of portfolio
|
Q2 2023
Reduced 66.93%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
247
shares
|
$196,530
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
246
shares
|
$195,734
0.09% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
246
shares
|
$195,734
0.12% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
246
shares
|
$195,734
0.17% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
245
shares
|
$194,939
0.15% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
245
shares
|
$194,939
0.15% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
244
shares
|
$194,143
0.02% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
244
shares
|
$194,143
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
243
shares
|
$193,347
0.04% of portfolio
|
Q3 2024
Reduced 37.85%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
242
shares
|
$192,552
0.7% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
241
shares
|
$191,756
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
240
shares
|
$190,960
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
239
shares
|
$190,165
0.04% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
239
shares
|
$190,165
0.03% of portfolio
|
Q2 2024
Added 71.94%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
239
shares
|
$190,165
0.12% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
238
shares
|
$189,369
0.13% of portfolio
|
Q2 2024
New holding
|