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 |
|---|---|---|---|---|---|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
5,109
shares
|
$4.09 Million
0.86% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
5,103
shares
|
$4.08 Million
0.47% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,101
shares
|
$4.08 Million
1.09% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
5,082
shares
|
$4.07 Million
0.31% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,079
shares
|
$4.06 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
5,078
shares
|
$4.06 Million
1.61% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
5,071
shares
|
$4.06 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
5,067
shares
|
$4.05 Million
0.76% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,060
shares
|
$4.05 Million
0.39% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
5,060
shares
|
$4.05 Million
2.77% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,040
shares
|
$4.03 Million
0.49% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
5,034
shares
|
$4.03 Million
3.35% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
5,020
shares
|
$4.02 Million
0.14% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,019
shares
|
$4.01 Million
0.37% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,011
shares
|
$4.01 Million
1.19% of portfolio
|
Q3 2024
Added 785.34%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
5,008
shares
|
$4.01 Million
1.29% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
5,006
shares
|
$4 Million
1.21% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
5,005
shares
|
$4 Million
0.85% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 08, 2024 Q3 2024 |
5,000
shares
|
$4 Million
0.61% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,993
shares
|
$3.99 Million
0.34% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,976
shares
|
$3.98 Million
0.29% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,976
shares
|
$3.98 Million
0.8% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
4,972
shares
|
$3.98 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,958
shares
|
$3.97 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,956
shares
|
$3.96 Million
0.48% of portfolio
|
Q3 2024
Added 9.74%
|