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 4,250 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $648 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
118
shares
|
$101,149
0.06% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
114
shares
|
$97,720
0.03% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
112
shares
|
$96,006
0.07% of portfolio
|
Q3 2024
Reduced 70.13%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
111
shares
|
$95,149
0.03% of portfolio
|
Q3 2024
Added 382.61%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
109
shares
|
$93,434
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
107
shares
|
$91,720
0.02% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
106
shares
|
$90,863
0.05% of portfolio
|
Q4 2024
Reduced 97.1%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
105
shares
|
$90,006
0.01% of portfolio
|
Q4 2024
Reduced 68.47%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
104
shares
|
$89,148
0.03% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
104
shares
|
$89,148
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
102
shares
|
$87,434
0.01% of portfolio
|
Q4 2024
Reduced 65.54%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
101
shares
|
$86,577
0.02% of portfolio
|
Q4 2024
Reduced 45.7%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
101
shares
|
$86,577
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
100
shares
|
$85,720
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$85,720
0.04% of portfolio
|
Q2 2023
Reduced 10.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$85,720
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
99
shares
|
$84,862
0.05% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
95
shares
|
$81,434
0.04% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
87
shares
|
$74,576
0.02% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
87
shares
|
$74,576
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
86
shares
|
$73,719
0.03% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
85
shares
|
$72,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
82
shares
|
$70,290
0.07% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
80
shares
|
$68,576
0.04% of portfolio
|
Q3 2023
Reduced 36.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
80
shares
|
$68,576
0.02% of portfolio
|
Q4 2020
New holding
|