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 4,015 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 $581 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
3,254
shares
|
$2.56 Million
0.5% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,253
shares
|
$2.56 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
3,252
shares
|
$2.56 Million
1.1% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
3,237
shares
|
$2.55 Million
0.37% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
3,236
shares
|
$2.55 Million
0.43% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,225
shares
|
$2.54 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
3,214
shares
|
$2.53 Million
1.24% of portfolio
|
Q1 2024
Added 5.07%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
3,212
shares
|
$2.53 Million
0.44% of portfolio
|
Q3 2024
Reduced 75.65%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
3,208
shares
|
$2.53 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
3,203
shares
|
$2.52 Million
0.17% of portfolio
|
Q3 2024
Reduced 81.52%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
3,203
shares
|
$2.52 Million
2.72% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,198
shares
|
$2.52 Million
0.22% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Capitol Family Office, Inc.
|
Oct 29, 2024 Q3 2024 |
3,191
shares
|
$2.51 Million
3.53% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
3,188
shares
|
$2.51 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
3,187
shares
|
$2.51 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
3,179
shares
|
$2.5 Million
0.93% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,175
shares
|
$2.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 50.51%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
3,164
shares
|
$2.49 Million
1.27% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
3,159
shares
|
$2.49 Million
0.3% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
3,158
shares
|
$2.49 Million
0.48% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
3,150
shares
|
$2.48 Million
0.16% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
3,149
shares
|
$2.48 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,144
shares
|
$2.48 Million
0.26% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,144
shares
|
$2.48 Million
0.25% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,143
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2022
New holding
|