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 |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,041
shares
|
$2.43 Million
1.28% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,041
shares
|
$2.43 Million
0.32% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
3,031
shares
|
$2.42 Million
0.81% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
3,031
shares
|
$2.42 Million
0.64% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,030
shares
|
$2.42 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,030
shares
|
$2.42 Million
0.83% of portfolio
|
Q4 2020
Added 50.23%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
3,029
shares
|
$2.42 Million
0.84% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,026
shares
|
$2.42 Million
0.42% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
3,016
shares
|
$2.41 Million
0.3% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
3,016
shares
|
$2.41 Million
0.52% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,016
shares
|
$2.41 Million
2.22% of portfolio
|
Q3 2024
Added 22.85%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,013
shares
|
$2.41 Million
0.96% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,009
shares
|
$2.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
3,004
shares
|
$2.4 Million
0.63% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,001
shares
|
$2.4 Million
0.18% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
2,995
shares
|
$2.4 Million
1.36% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
2,990
shares
|
$2.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
2,984
shares
|
$2.39 Million
1.94% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,981
shares
|
$2.38 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,975
shares
|
$2.38 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,973
shares
|
$2.38 Million
0.17% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,972
shares
|
$2.38 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
2,965
shares
|
$2.37 Million
0.22% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,963
shares
|
$2.37 Million
1.27% of portfolio
|
Q3 2024
Reduced 32.58%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,960
shares
|
$2.37 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.15%
|