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 |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
6,548
shares
|
$5.24 Million
0.25% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,541
shares
|
$5.23 Million
0.35% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,540
shares
|
$5.23 Million
0.81% of portfolio
|
Q3 2024
Added 21.97%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
6,538
shares
|
$5.23 Million
2.37% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
6,531
shares
|
$5.22 Million
0.32% of portfolio
|
Q3 2024
Added 111.7%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,523
shares
|
$5.22 Million
2.11% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
6,520
shares
|
$5.22 Million
2.42% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
6,516
shares
|
$5.21 Million
1.68% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
6,506
shares
|
$5.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,502
shares
|
$5.2 Million
0.7% of portfolio
|
Q2 2024
Reduced 7.02%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,492
shares
|
$5.19 Million
0.4% of portfolio
|
Q4 2022
Reduced 3.79%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
6,488
shares
|
$5.19 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,484
shares
|
$5.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
6,465
shares
|
$5.17 Million
2.12% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
6,459
shares
|
$5.17 Million
0.65% of portfolio
|
Q4 2024
Reduced 38.86%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
6,456
shares
|
$5.16 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmer Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,450
shares
|
$5.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 78.65%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
6,428
shares
|
$5.14 Million
0.35% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
6,424
shares
|
$5.14 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,403
shares
|
$5.12 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
6,399
shares
|
$5.12 Million
1.19% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
6,392
shares
|
$5.11 Million
0.81% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
6,381
shares
|
$5.1 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
6,379
shares
|
$5.1 Million
0.24% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
6,347
shares
|
$5.08 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.02%
|