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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
11,019
shares
|
$8.65 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
11,010
shares
|
$8.65 Million
1.25% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
11,008
shares
|
$8.65 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
11,005
shares
|
$8.64 Million
4.02% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,002
shares
|
$8.64 Million
0.49% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
10,996
shares
|
$8.64 Million
8.13% of portfolio
|
Q3 2024
Reduced 53.04%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
10,989
shares
|
$8.63 Million
0.59% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
10,926
shares
|
$8.58 Million
0.54% of portfolio
|
Q4 2024
Added 63.61%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
10,921
shares
|
$8.58 Million
1.04% of portfolio
|
Q2 2024
Added 25.1%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
10,912
shares
|
$8.57 Million
1.28% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,888
shares
|
$8.55 Million
1.04% of portfolio
|
Q3 2024
Reduced 60.82%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
10,886
shares
|
$8.55 Million
0.26% of portfolio
|
Q3 2024
Added 2059.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
10,857
shares
|
$8.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
10,808
shares
|
$8.49 Million
0.45% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
10,779
shares
|
$8.47 Million
0.39% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
10,743
shares
|
$8.44 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,734
shares
|
$8.43 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
10,696
shares
|
$8.4 Million
0.65% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
10,650
shares
|
$8.36 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.81%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,640
shares
|
$8.36 Million
2.2% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
10,598
shares
|
$8.32 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
10,539
shares
|
$8.28 Million
0.47% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,534
shares
|
$8.27 Million
2.94% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,469
shares
|
$8.22 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Exome Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,447
shares
|
$8.21 Million
6.35% of portfolio
|
Q3 2024
Added 7.7%
|