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 4,082 institutions that hold shares in the stock, with a total of 737 Million shares, which have been reported (via 13F filing form) to have a value of $598 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
16
shares
|
$12,966
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
16
shares
|
$12,966
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
16
shares
|
$12,966
0.01% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
15
shares
|
$12,156
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
14
shares
|
$11,346
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
14
shares
|
$11,346
0.01% of portfolio
|
Q3 2023
Reduced 87.83%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
12
shares
|
$9,725
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
10
shares
|
$8,104
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$8,104
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$8,104
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
10
shares
|
$8,104
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
10
shares
|
$8,104
0.0% of portfolio
|
Q3 2024
Reduced 98.55%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$7,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
9
shares
|
$7,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
8
shares
|
$6,483
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
7
shares
|
$5,673
0.0% of portfolio
|
Q1 2023
Reduced 94.85%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
6
shares
|
$4,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
6
shares
|
$4,862
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
6
shares
|
$4,862
0.01% of portfolio
|
Q1 2024
Reduced 99.78%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
5
shares
|
$4,052
0.12% of portfolio
|
Q3 2024
Reduced 99.01%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$4,052
0.0% of portfolio
|
Q4 2022
Reduced 61.54%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$4,052
0.13% of portfolio
|
Q3 2024
Reduced 99.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$4,052
0.4% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
4
shares
|
$3,241
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
4
shares
|
$3,241
0.0% of portfolio
|
Q2 2023
New holding
|