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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
14,660
shares
|
$11.7 Million
0.34% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Lansdowne Partners (Uk) LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
14,647
shares
|
$11.7 Million
1.93% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
14,639
shares
|
$11.7 Million
4.41% of portfolio
|
Q4 2023
Added 4.36%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,630
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
14,630
shares
|
$11.7 Million
0.92% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14,617
shares
|
$11.7 Million
1.0% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,613
shares
|
$11.7 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
14,606
shares
|
$11.7 Million
0.52% of portfolio
|
Q4 2022
Added 25.9%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Nov 06, 2024 Q3 2024 |
14,500
shares
|
$11.6 Million
5.44% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,487
shares
|
$11.6 Million
1.28% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
14,467
shares
|
$11.6 Million
0.62% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
14,449
shares
|
$11.6 Million
0.92% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,429
shares
|
$11.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 93.38%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
14,419
shares
|
$11.5 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
14,324
shares
|
$11.5 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
14,304
shares
|
$11.4 Million
2.21% of portfolio
|
Q3 2024
Added 75.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
14,304
shares
|
$11.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,292
shares
|
$11.4 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
14,285
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 49.03%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
14,244
shares
|
$11.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Nat West Group PLC
|
Oct 16, 2024 Q3 2024 |
14,235
shares
|
$11.4 Million
3.73% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
14,230
shares
|
$11.4 Million
0.37% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
14,214
shares
|
$11.4 Million
3.81% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
14,168
shares
|
$11.3 Million
1.84% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Jlb & Associates Inc
|
Oct 02, 2024 Q3 2024 |
14,153
shares
|
$11.3 Million
1.73% of portfolio
|
Q3 2024
Reduced 8.03%
|