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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,952
shares
|
$2.32 Million
0.78% of portfolio
|
Q3 2023
Added 0.51%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
2,947
shares
|
$2.32 Million
0.74% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
2,946
shares
|
$2.32 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,941
shares
|
$2.32 Million
1.29% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
2,936
shares
|
$2.31 Million
0.45% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,927
shares
|
$2.3 Million
0.6% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
2,925
shares
|
$2.3 Million
3.01% of portfolio
|
Q3 2023
Reduced 2.63%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
2,925
shares
|
$2.3 Million
1.19% of portfolio
|
Q4 2023
Reduced 34.27%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,922
shares
|
$2.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
2,918
shares
|
$2.3 Million
0.1% of portfolio
|
Q3 2024
Added 20.18%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
2,913
shares
|
$2.29 Million
1.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,910
shares
|
$2.29 Million
1.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,908
shares
|
$2.29 Million
0.76% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
2,908
shares
|
$2.29 Million
0.4% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,902
shares
|
$2.28 Million
0.64% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
2,897
shares
|
$2.28 Million
0.74% of portfolio
|
Q2 2022
Reduced 12.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,897
shares
|
$2.28 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
2,892
shares
|
$2.28 Million
0.23% of portfolio
|
Q3 2024
Reduced 17.72%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
2,887
shares
|
$2.27 Million
1.07% of portfolio
|
Q3 2024
Reduced 30.4%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
2,885
shares
|
$2.27 Million
0.33% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Bey Douglas LLC
Marietta, GA |
Nov 12, 2024 Q3 2024 |
2,885
shares
|
$2.27 Million
2.28% of portfolio
|
Q3 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
2,872
shares
|
$2.26 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,870
shares
|
$2.26 Million
0.6% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
2,869
shares
|
$2.26 Million
0.77% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,858
shares
|
$2.25 Million
0.68% of portfolio
|
Q3 2024
Added 34.3%
|