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 |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
48,231
shares
|
$38.6 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
48,177
shares
|
$38.5 Million
0.17% of portfolio
|
Q2 2023
Reduced 54.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
48,079
shares
|
$38.5 Million
0.77% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
48,032
shares
|
$38.4 Million
2.66% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
48,004
shares
|
$38.4 Million
1.33% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
47,751
shares
|
$38.2 Million
3.33% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
47,709
shares
|
$38.2 Million
0.59% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
Nov 13, 2024 Q3 2024 |
47,500
shares
|
$38 Million
3.5% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
47,371
shares
|
$37.9 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
47,210
shares
|
$37.8 Million
1.33% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
46,716
shares
|
$37.4 Million
3.16% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
46,342
shares
|
$37.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
46,172
shares
|
$36.9 Million
0.15% of portfolio
|
Q3 2024
Added 70.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
46,132
shares
|
$36.9 Million
0.27% of portfolio
|
Q3 2024
Added 117.06%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
46,122
shares
|
$36.9 Million
1.81% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
46,075
shares
|
$36.9 Million
0.88% of portfolio
|
Q3 2024
Reduced 30.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
45,993
shares
|
$36.8 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
45,820
shares
|
$36.7 Million
3.19% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
45,785
shares
|
$36.6 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
45,304
shares
|
$36.2 Million
0.96% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
45,181
shares
|
$36.1 Million
1.42% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
45,144
shares
|
$36.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
45,090
shares
|
$36.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
44,608
shares
|
$35.7 Million
0.2% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
44,517
shares
|
$35.6 Million
1.02% of portfolio
|
Q2 2022
Added 5.52%
|