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 4,229 institutions that hold shares in the stock, with a total of 755 Million shares, which have been reported (via 13F filing form) to have a value of $638 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
10
shares
|
$8,442
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
10
shares
|
$8,442
0.11% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$8,442
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Feb 11, 2025 Q4 2024 |
10
shares
|
$8,442
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
10
shares
|
$8,442
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
10
shares
|
$8,442
0.0% of portfolio
|
Q3 2024
Reduced 98.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10
shares
|
$8,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$7,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
9
shares
|
$7,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
8
shares
|
$6,754
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
7
shares
|
$5,909
0.0% of portfolio
|
Q1 2023
Reduced 94.85%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
7
shares
|
$5,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
7
shares
|
$5,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
6
shares
|
$5,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$5,065
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
6
shares
|
$5,065
0.01% of portfolio
|
Q1 2024
Reduced 99.78%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
6
shares
|
$5,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$4,221
0.0% of portfolio
|
Q4 2022
Reduced 61.54%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$4,221
0.13% of portfolio
|
Q3 2024
Reduced 99.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$4,221
0.4% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
4
shares
|
$3,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
4
shares
|
$3,377
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
4
shares
|
$3,377
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
4
shares
|
$3,377
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
4
shares
|
$3,377
0.0% of portfolio
|
Q4 2024
New holding
|