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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
157
shares
|
$124,920
0.05% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
156
shares
|
$124,124
0.11% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
154
shares
|
$122,533
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
153
shares
|
$121,737
0.06% of portfolio
|
Q2 2024
Reduced 44.36%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
153
shares
|
$121,737
0.05% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
146
shares
|
$116,167
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
143
shares
|
$113,780
0.06% of portfolio
|
Q3 2024
Reduced 48.56%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
141
shares
|
$112,189
0.03% of portfolio
|
Q1 2022
Added 41.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
139
shares
|
$110,598
0.06% of portfolio
|
Q3 2024
Added 71.6%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
138
shares
|
$109,802
0.06% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
136
shares
|
$108,211
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
130
shares
|
$103,437
0.03% of portfolio
|
Q3 2023
Added 12.07%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
127
shares
|
$101,050
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
125
shares
|
$99,458
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
124
shares
|
$98,663
0.04% of portfolio
|
Q2 2024
Reduced 19.48%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
120
shares
|
$95,480
0.1% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
117
shares
|
$93,093
0.07% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
116
shares
|
$92,297
0.04% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
116
shares
|
$92,297
0.04% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
116
shares
|
$92,297
0.08% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
114
shares
|
$90,706
0.03% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
114
shares
|
$90,706
0.07% of portfolio
|
Q2 2024
Added 9.62%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
112
shares
|
$89,115
0.07% of portfolio
|
Q3 2024
Reduced 70.13%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
111
shares
|
$88,319
0.03% of portfolio
|
Q3 2024
Added 382.61%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
110
shares
|
$87,523
0.01% of portfolio
|
Q2 2024
Added 15.79%
|