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 |
|---|---|---|---|---|---|
|
Avalon Global Asset Management LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$8 Million
1.33% of portfolio
|
Q2 2023
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,991
shares
|
$7.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
9,932
shares
|
$7.94 Million
0.39% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
9,840
shares
|
$7.87 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,836
shares
|
$7.87 Million
0.6% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
9,828
shares
|
$7.86 Million
3.44% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
9,756
shares
|
$7.8 Million
5.29% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
9,746
shares
|
$7.8 Million
6.11% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
9,737
shares
|
$7.79 Million
0.71% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Melqart Asset Management (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
9,733
shares
|
$7.79 Million
0.84% of portfolio
|
Q3 2024
Added 139.85%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
9,694
shares
|
$7.75 Million
0.26% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
9,677
shares
|
$7.74 Million
2.09% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,673
shares
|
$7.74 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
9,664
shares
|
$7.73 Million
3.51% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,624
shares
|
$7.7 Million
0.44% of portfolio
|
Q4 2022
Reduced 8.69%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
9,616
shares
|
$7.69 Million
0.5% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
9,616
shares
|
$7.69 Million
3.75% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
9,601
shares
|
$7.68 Million
2.47% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
9,586
shares
|
$7.67 Million
1.13% of portfolio
|
Q3 2024
Added 15.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
9,579
shares
|
$7.66 Million
1.15% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
9,556
shares
|
$7.64 Million
4.37% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,548
shares
|
$7.64 Million
0.36% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
9,508
shares
|
$7.61 Million
2.59% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
9,489
shares
|
$7.59 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,471
shares
|
$7.58 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.86%
|