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 |
|---|---|---|---|---|---|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
75
shares
|
$64,290
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
74
shares
|
$63,432
0.01% of portfolio
|
Q1 2023
Reduced 32.11%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
70
shares
|
$60,004
0.01% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
65
shares
|
$55,718
0.04% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
65
shares
|
$55,718
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
65
shares
|
$55,718
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
62
shares
|
$53,146
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
60
shares
|
$51,432
0.02% of portfolio
|
Q3 2023
Added 5.26%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
57
shares
|
$48,860
0.02% of portfolio
|
Q4 2024
Reduced 19.72%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
56
shares
|
$48,003
0.03% of portfolio
|
Q1 2024
Added 3.57%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
55
shares
|
$47,146
0.0% of portfolio
|
Q4 2024
Reduced 40.22%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
55
shares
|
$47,146
0.02% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
55
shares
|
$47,146
0.03% of portfolio
|
Q4 2024
Added 358.33%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
52
shares
|
$44,574
0.02% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
51
shares
|
$43,717
0.02% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
50
shares
|
$42,860
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
50
shares
|
$42,860
0.06% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
50
shares
|
$42,860
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
47
shares
|
$40,288
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
46
shares
|
$39,431
0.01% of portfolio
|
Q4 2024
Reduced 29.23%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
46
shares
|
$39,431
0.02% of portfolio
|
Q4 2024
Reduced 84.46%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
45
shares
|
$38,574
0.01% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
42
shares
|
$36,002
0.01% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
40
shares
|
$34,288
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
40
shares
|
$34,288
0.02% of portfolio
|
Q2 2024
New holding
|