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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,951
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
1,950
shares
|
$1.54 Million
0.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
1,950
shares
|
$1.54 Million
1.18% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
1,948
shares
|
$1.53 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,944
shares
|
$1.53 Million
0.93% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,942
shares
|
$1.53 Million
0.99% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
1,942
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2024
Added 180.64%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
1,941
shares
|
$1.53 Million
0.29% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
1,935
shares
|
$1.52 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.69%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
1,935
shares
|
$1.52 Million
1.29% of portfolio
|
Q3 2024
Reduced 36.05%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
1,931
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,930
shares
|
$1.52 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
1,930
shares
|
$1.52 Million
1.42% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
1,930
shares
|
$1.52 Million
1.12% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
1,929
shares
|
$1.52 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,927
shares
|
$1.52 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
1,925
shares
|
$1.52 Million
0.42% of portfolio
|
Q2 2024
Added 4.62%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
1,923
shares
|
$1.51 Million
0.53% of portfolio
|
Q3 2024
Reduced 41.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,918
shares
|
$1.51 Million
0.29% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
1,915
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2023
Added 13.58%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,912
shares
|
$1.51 Million
1.6% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,907
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Added 30.53%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,904
shares
|
$1.5 Million
0.29% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,903
shares
|
$1.5 Million
0.23% of portfolio
|
Q3 2024
Added 222.54%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$1.5 Million
1.19% of portfolio
|
Q4 2023
New holding
|