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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
5,713
shares
|
$4.57 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
5,687
shares
|
$4.55 Million
0.1% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
5,687
shares
|
$4.55 Million
2.73% of portfolio
|
Q3 2024
Added 129.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,681
shares
|
$4.54 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
5,667
shares
|
$4.53 Million
0.61% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
M&G PLC
London, X0 |
Oct 31, 2024 Q3 2024 |
5,665
shares
|
$4.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 50.46%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,648
shares
|
$4.52 Million
0.09% of portfolio
|
Q3 2021
Added 0.09%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
5,639
shares
|
$4.51 Million
1.67% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
5,638
shares
|
$4.51 Million
0.42% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
5,638
shares
|
$4.51 Million
2.24% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,606
shares
|
$4.48 Million
1.65% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,571
shares
|
$4.46 Million
0.18% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,570
shares
|
$4.46 Million
0.14% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
5,562
shares
|
$4.45 Million
0.26% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
5,553
shares
|
$4.44 Million
5.19% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
5,552
shares
|
$4.44 Million
0.59% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
5,526
shares
|
$4.42 Million
2.6% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
5,526
shares
|
$4.42 Million
0.62% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
5,494
shares
|
$4.39 Million
0.69% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,490
shares
|
$4.39 Million
0.94% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
5,490
shares
|
$4.39 Million
1.23% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,472
shares
|
$4.38 Million
0.54% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Metavasi Capital LP
Larchmont, NY |
Nov 14, 2024 Q3 2024 |
5,471
shares
|
$4.38 Million
2.34% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,453
shares
|
$4.36 Million
0.52% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
5,446
shares
|
$4.36 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.04%
|