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 |
|---|---|---|---|---|---|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
11,442
shares
|
$9.15 Million
1.08% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
11,437
shares
|
$9.15 Million
0.33% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
11,435
shares
|
$9.15 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
11,420
shares
|
$9.13 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
11,418
shares
|
$9.13 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
11,417
shares
|
$9.13 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
11,382
shares
|
$9.1 Million
4.35% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
11,381
shares
|
$9.1 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
11,362
shares
|
$9.09 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
11,356
shares
|
$9.08 Million
0.21% of portfolio
|
Q3 2024
Added 27.77%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
11,328
shares
|
$9.06 Million
2.52% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,323
shares
|
$9.06 Million
0.42% of portfolio
|
Q2 2024
Added 5.65%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
11,316
shares
|
$9.05 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
11,311
shares
|
$9.05 Million
4.18% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
11,298
shares
|
$9.04 Million
4.19% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,262
shares
|
$9.01 Million
0.88% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
11,256
shares
|
$9 Million
0.36% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,245
shares
|
$8.99 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
11,193
shares
|
$8.95 Million
0.26% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
11,165
shares
|
$8.93 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
11,164
shares
|
$8.93 Million
3.39% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
11,162
shares
|
$8.93 Million
1.2% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
11,154
shares
|
$8.92 Million
1.13% of portfolio
|
Q1 2023
Added 93.01%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
11,133
shares
|
$8.91 Million
0.68% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
11,086
shares
|
$8.87 Million
3.38% of portfolio
|
Q3 2022
Reduced 1.11%
|