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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
3,663
shares
|
$2.93 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
3,662
shares
|
$2.93 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
3,660
shares
|
$2.93 Million
0.95% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
3,659
shares
|
$2.93 Million
0.83% of portfolio
|
Q3 2024
Added 725.96%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
3,659
shares
|
$2.93 Million
0.45% of portfolio
|
Q3 2024
Reduced 85.35%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,658
shares
|
$2.93 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,658
shares
|
$2.93 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
3,657
shares
|
$2.93 Million
1.98% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
3,644
shares
|
$2.91 Million
1.11% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
3,644
shares
|
$2.91 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
3,635
shares
|
$2.91 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,633
shares
|
$2.91 Million
0.12% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,626
shares
|
$2.9 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
3,619
shares
|
$2.89 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
3,619
shares
|
$2.89 Million
2.32% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
3,618
shares
|
$2.89 Million
0.12% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,617
shares
|
$2.89 Million
0.03% of portfolio
|
Q3 2024
Added 21.25%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,613
shares
|
$2.89 Million
1.52% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,611
shares
|
$2.89 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
3,601
shares
|
$2.88 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
3,600
shares
|
$2.88 Million
0.34% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
3,600
shares
|
$2.88 Million
2.83% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
3,596
shares
|
$2.88 Million
0.68% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,589
shares
|
$2.87 Million
0.47% of portfolio
|
Q1 2024
Added 31.75%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,585
shares
|
$2.87 Million
0.52% of portfolio
|
Q3 2024
Added 57.24%
|