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 |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
2,047
shares
|
$1.61 Million
1.45% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,047
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,045
shares
|
$1.61 Million
0.32% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,044
shares
|
$1.61 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
2,041
shares
|
$1.61 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,037
shares
|
$1.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
2,037
shares
|
$1.6 Million
1.2% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,036
shares
|
$1.6 Million
0.67% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,035
shares
|
$1.6 Million
0.85% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,032
shares
|
$1.6 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
2,031
shares
|
$1.6 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
2,031
shares
|
$1.6 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,030
shares
|
$1.6 Million
0.9% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
2,029
shares
|
$1.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,028
shares
|
$1.6 Million
0.63% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,026
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,014
shares
|
$1.59 Million
0.97% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,013
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
2,011
shares
|
$1.58 Million
0.93% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,011
shares
|
$1.58 Million
0.89% of portfolio
|
Q3 2024
Added 276.59%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
2,009
shares
|
$1.58 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,009
shares
|
$1.58 Million
0.27% of portfolio
|
Q2 2024
Reduced 16.29%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
2,007
shares
|
$1.58 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,007
shares
|
$1.58 Million
0.32% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,006
shares
|
$1.58 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.57%
|