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 4,016 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $591 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
53,136
shares
|
$42.5 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
53,054
shares
|
$42.4 Million
5.22% of portfolio
|
Q3 2023
Reduced 12.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
53,003
shares
|
$42.4 Million
0.1% of portfolio
|
Q3 2024
Added 181.35%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
53,000
shares
|
$42.4 Million
0.4% of portfolio
|
Q3 2024
Added 27.72%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
52,057
shares
|
$41.6 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
52,042
shares
|
$41.6 Million
4.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
51,581
shares
|
$41.3 Million
1.07% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,440
shares
|
$41.1 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
51,252
shares
|
$41 Million
2.08% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
51,153
shares
|
$40.9 Million
1.08% of portfolio
|
Q3 2024
Reduced 88.13%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
50,575
shares
|
$40.5 Million
0.91% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
50,150
shares
|
$40.1 Million
5.62% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
50,026
shares
|
$40 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
50,003
shares
|
$40 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
49,713
shares
|
$39.8 Million
0.13% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
49,650
shares
|
$39.7 Million
1.47% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
49,580
shares
|
$39.7 Million
1.08% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
49,573
shares
|
$39.7 Million
0.9% of portfolio
|
Q2 2024
Added 8.88%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
49,562
shares
|
$39.6 Million
0.53% of portfolio
|
Q3 2024
Added 20.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
49,224
shares
|
$39.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
49,054
shares
|
$39.2 Million
1.86% of portfolio
|
Q3 2024
Added 213.66%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
48,793
shares
|
$39 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
48,691
shares
|
$38.9 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.72%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
48,562
shares
|
$38.8 Million
4.04% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
48,527
shares
|
$38.8 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.29%
|