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 |
---|---|---|---|---|---|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
33,832
shares
|
$27.1 Million
0.27% of portfolio
|
Q3 2024
Added 8.0%
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
33,537
shares
|
$26.8 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
33,087
shares
|
$26.5 Million
0.66% of portfolio
|
Q3 2024
Added 12.27%
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
33,070
shares
|
$26.5 Million
1.15% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
33,055
shares
|
$26.4 Million
0.66% of portfolio
|
Q3 2024
Added 44.18%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
33,029
shares
|
$26.4 Million
0.49% of portfolio
|
Q3 2024
Added 6.75%
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,968
shares
|
$26.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
32,885
shares
|
$26.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
32,876
shares
|
$26.3 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
32,715
shares
|
$26.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,672
shares
|
$26.1 Million
0.88% of portfolio
|
Q3 2024
Added 6.7%
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
32,665
shares
|
$26.1 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
Atika Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32,650
shares
|
$26.1 Million
3.31% of portfolio
|
Q3 2024
Added 3.16%
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
32,556
shares
|
$26 Million
9.06% of portfolio
|
Q3 2024
Added 211.06%
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
32,500
shares
|
$26 Million
1.33% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
32,498
shares
|
$26 Million
0.98% of portfolio
|
Q3 2024
Added 4.05%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
32,440
shares
|
$25.9 Million
0.97% of portfolio
|
Q1 2024
Added 196.8%
|
|
South Street Advisors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
32,407
shares
|
$25.9 Million
4.37% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
32,319
shares
|
$25.9 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
32,267
shares
|
$25.8 Million
0.17% of portfolio
|
Q3 2024
Added 2.47%
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
32,010
shares
|
$25.6 Million
2.51% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
31,796
shares
|
$25.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
31,768
shares
|
$25.4 Million
0.67% of portfolio
|
Q3 2024
Added 13.77%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
31,591
shares
|
$25.3 Million
0.73% of portfolio
|
Q3 2024
Added 7.35%
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
31,232
shares
|
$25 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.3%
|