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 4,033 institutions that hold shares in the stock, with a total of 737 Million shares, which have been reported (via 13F filing form) to have a value of $578 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
13,120
shares
|
$10.3 Million
4.3% of portfolio
|
Q1 2024
Added 19.27%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
13,085
shares
|
$10.3 Million
2.13% of portfolio
|
Q4 2024
Added 25.3%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
13,053
shares
|
$10.3 Million
1.13% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
12,998
shares
|
$10.2 Million
7.95% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
12,888
shares
|
$10.1 Million
1.18% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,884
shares
|
$10.1 Million
1.47% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
12,875
shares
|
$10.1 Million
4.17% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
12,867
shares
|
$10.1 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
12,815
shares
|
$10.1 Million
1.46% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
12,812
shares
|
$10.1 Million
1.44% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
12,785
shares
|
$10 Million
1.98% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
12,769
shares
|
$10 Million
1.93% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
12,760
shares
|
$10 Million
8.42% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
12,689
shares
|
$9.97 Million
0.89% of portfolio
|
Q3 2024
Added 26.61%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
12,648
shares
|
$9.93 Million
0.74% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,639
shares
|
$9.93 Million
0.24% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,632
shares
|
$9.92 Million
3.35% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,628
shares
|
$9.92 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
12,577
shares
|
$9.88 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,543
shares
|
$9.85 Million
0.32% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
12,520
shares
|
$9.83 Million
0.86% of portfolio
|
Q3 2024
Reduced 48.31%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
12,498
shares
|
$9.82 Million
0.43% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
12,471
shares
|
$9.79 Million
0.44% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
12,457
shares
|
$9.78 Million
0.45% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
12,379
shares
|
$9.72 Million
1.03% of portfolio
|
Q2 2022
Added 344.17%
|