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 |
|---|---|---|---|---|---|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
12,498
shares
|
$10 Million
0.43% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
12,457
shares
|
$9.96 Million
0.45% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
12,433
shares
|
$9.95 Million
6.81% of portfolio
|
Q3 2024
Reduced 70.86%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
12,379
shares
|
$9.9 Million
1.03% of portfolio
|
Q2 2022
Added 344.17%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
12,376
shares
|
$9.9 Million
10.79% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
12,335
shares
|
$9.87 Million
1.07% of portfolio
|
Q4 2024
Reduced 17.29%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
12,311
shares
|
$9.85 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
12,289
shares
|
$9.83 Million
1.13% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
12,237
shares
|
$9.79 Million
3.41% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
12,233
shares
|
$9.79 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
12,201
shares
|
$9.76 Million
1.9% of portfolio
|
Q3 2024
Added 55.63%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
12,198
shares
|
$9.76 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
12,135
shares
|
$9.71 Million
3.87% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
12,094
shares
|
$9.67 Million
1.26% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,050
shares
|
$9.64 Million
0.33% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
12,019
shares
|
$9.61 Million
7.79% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
12,000
shares
|
$9.6 Million
0.95% of portfolio
|
Q1 2021
Added 71.43%
|
|
|
Ratan Capital Management LP
Miami Beach, FL |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$9.6 Million
3.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,980
shares
|
$9.58 Million
1.68% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
11,965
shares
|
$9.57 Million
5.65% of portfolio
|
Q2 2023
Reduced 37.16%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,944
shares
|
$9.55 Million
0.48% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
11,942
shares
|
$9.55 Million
1.12% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,918
shares
|
$9.53 Million
0.61% of portfolio
|
Q3 2024
Added 39.08%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
11,903
shares
|
$9.52 Million
1.92% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Oct 22, 2024 Q3 2024 |
11,900
shares
|
$9.52 Million
3.14% of portfolio
|
Q3 2024
Reduced 20.93%
|