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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
5,269
shares
|
$4.21 Million
0.77% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
5,260
shares
|
$4.21 Million
0.17% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
5,256
shares
|
$4.2 Million
2.53% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
5,256
shares
|
$4.2 Million
0.52% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
5,254
shares
|
$4.2 Million
0.77% of portfolio
|
Q3 2024
Added 64.34%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
5,249
shares
|
$4.2 Million
1.36% of portfolio
|
Q3 2024
Added 55.62%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
5,248
shares
|
$4.2 Million
0.38% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
5,243
shares
|
$4.19 Million
0.93% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
5,239
shares
|
$4.19 Million
1.31% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
5,235
shares
|
$4.19 Million
0.23% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
5,227
shares
|
$4.18 Million
1.18% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
5,223
shares
|
$4.18 Million
1.25% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
5,221
shares
|
$4.18 Million
2.23% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
5,212
shares
|
$4.17 Million
1.43% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
5,205
shares
|
$4.16 Million
1.84% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,200
shares
|
$4.16 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
5,177
shares
|
$4.14 Million
0.47% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,152
shares
|
$4.12 Million
0.48% of portfolio
|
Q2 2022
Added 101.25%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
5,151
shares
|
$4.12 Million
0.48% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,139
shares
|
$4.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
5,126
shares
|
$4.1 Million
0.77% of portfolio
|
Q3 2024
Added 465.78%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,126
shares
|
$4.1 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
5,121
shares
|
$4.1 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
5,121
shares
|
$4.1 Million
1.22% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
5,121
shares
|
$4.1 Million
0.77% of portfolio
|
Q3 2024
Added 2.34%
|