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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,561
shares
|
$6.85 Million
0.11% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
8,558
shares
|
$6.85 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
8,540
shares
|
$6.83 Million
0.51% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,540
shares
|
$6.83 Million
3.2% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
8,515
shares
|
$6.81 Million
0.08% of portfolio
|
Q3 2024
Reduced 28.74%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
8,487
shares
|
$6.79 Million
0.15% of portfolio
|
Q1 2024
Reduced 41.09%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
8,438
shares
|
$6.75 Million
0.34% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,416
shares
|
$6.73 Million
0.27% of portfolio
|
Q3 2024
Added 65.34%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
8,409
shares
|
$6.73 Million
0.55% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
8,399
shares
|
$6.72 Million
1.22% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
8,396
shares
|
$6.72 Million
4.78% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,354
shares
|
$6.68 Million
1.91% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,350
shares
|
$6.68 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,345
shares
|
$6.68 Million
0.59% of portfolio
|
Q3 2024
Added 154.5%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
8,344
shares
|
$6.67 Million
0.33% of portfolio
|
Q3 2024
Reduced 37.67%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
8,312
shares
|
$6.65 Million
0.05% of portfolio
|
Q3 2024
Reduced 89.86%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
8,300
shares
|
$6.64 Million
3.38% of portfolio
|
Q4 2021
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
8,294
shares
|
$6.63 Million
0.99% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,287
shares
|
$6.63 Million
1.0% of portfolio
|
Q2 2024
Added 368.99%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
8,287
shares
|
$6.63 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
8,279
shares
|
$6.62 Million
1.29% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,272
shares
|
$6.62 Million
1.94% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
8,232
shares
|
$6.58 Million
1.34% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
8,218
shares
|
$6.57 Million
0.49% of portfolio
|
Q3 2024
Added 720.16%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,216
shares
|
$6.57 Million
0.84% of portfolio
|
Q3 2024
Reduced 17.84%
|