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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
52
shares
|
$41,374
0.02% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
51
shares
|
$40,579
0.02% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
51
shares
|
$40,579
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
50
shares
|
$39,783
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
50
shares
|
$39,783
0.06% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
50
shares
|
$39,783
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
50
shares
|
$39,783
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
47
shares
|
$37,396
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
46
shares
|
$36,600
0.01% of portfolio
|
Q3 2024
Added 53.33%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
45
shares
|
$35,805
0.02% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
42
shares
|
$33,418
0.01% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
42
shares
|
$33,418
0.02% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
40
shares
|
$31,826
0.01% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
40
shares
|
$31,826
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
40
shares
|
$31,826
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
39
shares
|
$31,031
0.01% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
39
shares
|
$31,031
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
34
shares
|
$27,052
0.02% of portfolio
|
Q1 2024
Reduced 32.35%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
33
shares
|
$26,257
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
33
shares
|
$26,257
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$23,870
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
26
shares
|
$20,687
0.02% of portfolio
|
Q3 2024
Added 73.33%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$19,891
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
25
shares
|
$19,891
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
25
shares
|
$19,891
0.01% of portfolio
|
Q2 2023
Reduced 40.0%
|