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 |
|---|---|---|---|---|---|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
7,291
shares
|
$5.83 Million
1.77% of portfolio
|
Q3 2024
Reduced 45.95%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
7,271
shares
|
$5.82 Million
0.18% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,268
shares
|
$5.81 Million
0.19% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
7,265
shares
|
$5.81 Million
0.44% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
7,255
shares
|
$5.8 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
7,222
shares
|
$5.78 Million
0.66% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
7,195
shares
|
$5.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
7,195
shares
|
$5.76 Million
5.2% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,179
shares
|
$5.74 Million
1.28% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
7,164
shares
|
$5.73 Million
1.32% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
7,154
shares
|
$5.72 Million
0.52% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
7,147
shares
|
$5.72 Million
0.45% of portfolio
|
Q4 2023
Reduced 19.8%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
7,142
shares
|
$5.71 Million
0.86% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
7,138
shares
|
$5.71 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
7,129
shares
|
$5.7 Million
0.48% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
7,114
shares
|
$5.69 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,110
shares
|
$5.69 Million
0.77% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,095
shares
|
$5.68 Million
1.91% of portfolio
|
Q3 2024
Reduced 20.46%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
7,093
shares
|
$5.67 Million
0.63% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,074
shares
|
$5.66 Million
0.87% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
7,056
shares
|
$5.64 Million
0.38% of portfolio
|
Q3 2024
Added 118.38%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
7,046
shares
|
$5.64 Million
0.62% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,037
shares
|
$5.63 Million
0.06% of portfolio
|
Q3 2024
Added 23.2%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,019
shares
|
$5.61 Million
0.15% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
7,018
shares
|
$5.61 Million
0.54% of portfolio
|
Q4 2024
Reduced 15.77%
|