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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,748
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
1,746
shares
|
$1.37 Million
0.47% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,745
shares
|
$1.37 Million
1.09% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
1,744
shares
|
$1.37 Million
0.42% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
1,743
shares
|
$1.37 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,742
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
1,741
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,739
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2022
Added 3.02%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
1,738
shares
|
$1.37 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,737
shares
|
$1.37 Million
0.61% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,734
shares
|
$1.37 Million
0.36% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
1,730
shares
|
$1.36 Million
1.42% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
1,729
shares
|
$1.36 Million
0.81% of portfolio
|
Q3 2024
Added 24.75%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
1,724
shares
|
$1.36 Million
1.01% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
1,721
shares
|
$1.35 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,721
shares
|
$1.35 Million
0.25% of portfolio
|
Q3 2024
Added 33.72%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
1,719
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 60.8%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,718
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
1,717
shares
|
$1.35 Million
0.79% of portfolio
|
Q3 2024
Added 87.65%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,716
shares
|
$1.35 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,713
shares
|
$1.35 Million
0.25% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
1,712
shares
|
$1.35 Million
0.57% of portfolio
|
Q3 2024
Added 90.22%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
1,710
shares
|
$1.35 Million
0.2% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,707
shares
|
$1.34 Million
0.44% of portfolio
|
Q1 2022
Reduced 91.74%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,704
shares
|
$1.34 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.04%
|