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 |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
4,226
shares
|
$3.38 Million
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
4,225
shares
|
$3.38 Million
0.93% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
4,224
shares
|
$3.38 Million
0.89% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,221
shares
|
$3.38 Million
1.36% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,221
shares
|
$3.38 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
4,221
shares
|
$3.38 Million
4.39% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
4,216
shares
|
$3.37 Million
1.66% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,214
shares
|
$3.37 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,212
shares
|
$3.37 Million
0.24% of portfolio
|
Q3 2024
Reduced 44.78%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,207
shares
|
$3.37 Million
0.23% of portfolio
|
Q2 2023
Added 6.02%
|
|
|
Brooktree Capital Management
|
Nov 06, 2024 Q3 2024 |
4,206
shares
|
$3.36 Million
3.09% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
4,196
shares
|
$3.36 Million
0.31% of portfolio
|
Q3 2024
Reduced 39.45%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
4,188
shares
|
$3.35 Million
0.87% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,186
shares
|
$3.35 Million
1.03% of portfolio
|
Q3 2024
Added 27.31%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
4,169
shares
|
$3.33 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
4,165
shares
|
$3.33 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
4,149
shares
|
$3.32 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
4,143
shares
|
$3.31 Million
0.34% of portfolio
|
Q3 2024
Reduced 21.77%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,142
shares
|
$3.31 Million
0.3% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,133
shares
|
$3.31 Million
0.71% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,132
shares
|
$3.31 Million
0.35% of portfolio
|
Q3 2024
Reduced 91.99%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,130
shares
|
$3.3 Million
0.4% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,128
shares
|
$3.3 Million
0.06% of portfolio
|
Q3 2024
Added 249.24%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
4,116
shares
|
$3.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,115
shares
|
$3.29 Million
1.27% of portfolio
|
Q3 2024
Added 0.05%
|