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 |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
3,975
shares
|
$3.18 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,970
shares
|
$3.18 Million
2.4% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,948
shares
|
$3.16 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,948
shares
|
$3.16 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,939
shares
|
$3.15 Million
0.41% of portfolio
|
Q3 2024
Added 89.38%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,934
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,931
shares
|
$3.14 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
3,930
shares
|
$3.14 Million
0.11% of portfolio
|
Q3 2022
Reduced 4.63%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
3,919
shares
|
$3.13 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
3,916
shares
|
$3.13 Million
0.47% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
3,912
shares
|
$3.13 Million
1.46% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,909
shares
|
$3.13 Million
1.97% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
3,907
shares
|
$3.13 Million
1.31% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
3,890
shares
|
$3.11 Million
0.48% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,889
shares
|
$3.11 Million
1.77% of portfolio
|
Q3 2024
New holding
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
3,886
shares
|
$3.11 Million
2.11% of portfolio
|
Q3 2024
Added 146.73%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,886
shares
|
$3.11 Million
0.52% of portfolio
|
Q2 2024
Reduced 6.92%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,886
shares
|
$3.11 Million
2.2% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
3,886
shares
|
$3.11 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,884
shares
|
$3.11 Million
0.24% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
3,882
shares
|
$3.11 Million
0.91% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Caas Capital Management LP
New York, NY |
Oct 28, 2024 Q3 2024 |
3,868
shares
|
$3.09 Million
0.41% of portfolio
|
Q3 2024
Added 174.72%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,866
shares
|
$3.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
3,860
shares
|
$3.09 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,860
shares
|
$3.09 Million
1.91% of portfolio
|
Q3 2023
Reduced 9.6%
|