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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
5,445
shares
|
$4.36 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,442
shares
|
$4.35 Million
0.13% of portfolio
|
Q4 2022
Added 33.91%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
5,440
shares
|
$4.35 Million
2.06% of portfolio
|
Q3 2024
Added 66.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,438
shares
|
$4.35 Million
0.41% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,436
shares
|
$4.35 Million
0.03% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,435
shares
|
$4.35 Million
0.11% of portfolio
|
Q3 2024
Added 75.89%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,433
shares
|
$4.35 Million
1.08% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
5,426
shares
|
$4.34 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
5,415
shares
|
$4.33 Million
0.39% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
5,404
shares
|
$4.32 Million
0.58% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,394
shares
|
$4.31 Million
0.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,392
shares
|
$4.31 Million
0.4% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
5,380
shares
|
$4.3 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,371
shares
|
$4.3 Million
1.41% of portfolio
|
Q3 2024
Added 436.56%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
5,370
shares
|
$4.3 Million
1.12% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
5,365
shares
|
$4.29 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,365
shares
|
$4.29 Million
0.77% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
5,364
shares
|
$4.29 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,353
shares
|
$4.28 Million
1.7% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,320
shares
|
$4.26 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,308
shares
|
$4.25 Million
0.12% of portfolio
|
Q3 2023
Added 832.86%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,282
shares
|
$4.23 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
5,280
shares
|
$4.22 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
5,277
shares
|
$4.22 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
5,274
shares
|
$4.22 Million
3.15% of portfolio
|
Q3 2024
Reduced 36.25%
|