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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
108
shares
|
$85,932
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
104
shares
|
$82,749
0.04% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
100
shares
|
$79,567
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$79,567
0.05% of portfolio
|
Q2 2023
Reduced 10.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
100
shares
|
$79,567
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
100
shares
|
$79,567
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
99
shares
|
$78,771
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
95
shares
|
$75,588
0.05% of portfolio
|
Q3 2024
Reduced 95.83%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
92
shares
|
$73,201
0.03% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
92
shares
|
$73,201
0.0% of portfolio
|
Q3 2024
Reduced 96.72%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
82
shares
|
$65,244
0.08% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
82
shares
|
$65,244
0.02% of portfolio
|
Q3 2019
Reduced 51.48%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
81
shares
|
$64,449
0.04% of portfolio
|
Q3 2024
Added 32.79%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
80
shares
|
$63,653
0.04% of portfolio
|
Q3 2023
Reduced 36.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
80
shares
|
$63,653
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
78
shares
|
$62,062
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
74
shares
|
$58,879
0.01% of portfolio
|
Q1 2023
Reduced 32.11%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
71
shares
|
$56,492
0.02% of portfolio
|
Q3 2024
Reduced 46.21%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
71
shares
|
$56,492
0.04% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
66
shares
|
$52,514
0.01% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
66
shares
|
$52,514
0.03% of portfolio
|
Q2 2024
Reduced 41.07%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
65
shares
|
$51,718
0.05% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
65
shares
|
$51,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
65
shares
|
$51,718
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
60
shares
|
$47,740
0.02% of portfolio
|
Q3 2023
Added 5.26%
|