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 |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,575
shares
|
$2.86 Million
0.94% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,574
shares
|
$2.86 Million
0.21% of portfolio
|
Q3 2024
Added 56.07%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,564
shares
|
$2.85 Million
0.24% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
3,552
shares
|
$2.84 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
3,538
shares
|
$2.83 Million
0.37% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
3,538
shares
|
$2.83 Million
0.91% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,533
shares
|
$2.83 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,531
shares
|
$2.82 Million
0.81% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,530
shares
|
$2.82 Million
1.73% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,523
shares
|
$2.82 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
3,518
shares
|
$2.81 Million
1.63% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
3,515
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
3,510
shares
|
$2.81 Million
1.98% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
3,505
shares
|
$2.8 Million
2.22% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,501
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 72.49%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,497
shares
|
$2.8 Million
0.29% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
3,485
shares
|
$2.79 Million
0.78% of portfolio
|
Q3 2024
Reduced 60.56%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,479
shares
|
$2.78 Million
0.52% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
3,475
shares
|
$2.78 Million
0.4% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,473
shares
|
$2.78 Million
0.36% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
3,472
shares
|
$2.78 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,449
shares
|
$2.76 Million
3.33% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,445
shares
|
$2.76 Million
0.23% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
3,444
shares
|
$2.75 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
3,434
shares
|
$2.75 Million
0.6% of portfolio
|
Q3 2024
Added 4.22%
|