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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
6,029
shares
|
$4.82 Million
0.8% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
5,995
shares
|
$4.8 Million
2.36% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,980
shares
|
$4.78 Million
0.08% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
5,979
shares
|
$4.78 Million
2.62% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,974
shares
|
$4.78 Million
0.27% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,964
shares
|
$4.77 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,925
shares
|
$4.74 Million
0.94% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
5,914
shares
|
$4.73 Million
1.2% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5,914
shares
|
$4.73 Million
0.38% of portfolio
|
Q2 2023
Added 102.95%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
5,894
shares
|
$4.71 Million
0.53% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
5,886
shares
|
$4.71 Million
0.55% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
5,852
shares
|
$4.68 Million
0.47% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
5,833
shares
|
$4.67 Million
2.75% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
5,827
shares
|
$4.66 Million
0.49% of portfolio
|
Q3 2024
Added 175.12%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
5,814
shares
|
$4.65 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
5,812
shares
|
$4.65 Million
1.59% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,795
shares
|
$4.64 Million
0.69% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
5,773
shares
|
$4.62 Million
1.88% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
5,772
shares
|
$4.62 Million
0.46% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
5,756
shares
|
$4.6 Million
1.91% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
5,747
shares
|
$4.6 Million
2.58% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,745
shares
|
$4.6 Million
0.21% of portfolio
|
Q4 2022
Added 2.66%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,741
shares
|
$4.59 Million
0.43% of portfolio
|
Q3 2024
Added 97.97%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
5,737
shares
|
$4.59 Million
1.79% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
5,732
shares
|
$4.59 Million
0.93% of portfolio
|
Q4 2024
Added 2.14%
|