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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,794
shares
|
$5.43 Million
0.27% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
6,794
shares
|
$5.43 Million
0.74% of portfolio
|
Q3 2024
Added 1416.52%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
6,791
shares
|
$5.43 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
6,785
shares
|
$5.43 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
6,781
shares
|
$5.42 Million
1.28% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
6,763
shares
|
$5.41 Million
2.47% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
6,762
shares
|
$5.41 Million
1.67% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,747
shares
|
$5.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
6,740
shares
|
$5.39 Million
1.41% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
6,720
shares
|
$5.38 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
6,719
shares
|
$5.37 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,710
shares
|
$5.37 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
6,698
shares
|
$5.36 Million
0.76% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
6,682
shares
|
$5.34 Million
2.03% of portfolio
|
Q3 2024
Reduced 53.58%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
6,678
shares
|
$5.34 Million
0.4% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
6,675
shares
|
$5.34 Million
1.92% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
6,648
shares
|
$5.32 Million
2.56% of portfolio
|
Q3 2024
Added 92.19%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
6,629
shares
|
$5.3 Million
1.0% of portfolio
|
Q3 2024
Added 69.71%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,627
shares
|
$5.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 89.86%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
6,617
shares
|
$5.29 Million
1.18% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
6,595
shares
|
$5.28 Million
2.92% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
6,581
shares
|
$5.26 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
6,577
shares
|
$5.26 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
6,570
shares
|
$5.26 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
6,555
shares
|
$5.24 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.18%
|