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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,700
shares
|
$1.34 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
1,693
shares
|
$1.33 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
1,690
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
1,686
shares
|
$1.33 Million
0.24% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
1,684
shares
|
$1.33 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
1,684
shares
|
$1.33 Million
0.52% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
1,684
shares
|
$1.33 Million
0.54% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
1,682
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
1,678
shares
|
$1.32 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,677
shares
|
$1.32 Million
0.6% of portfolio
|
Q4 2022
Reduced 4.93%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,675
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2023
Reduced 5.15%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,672
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,668
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2024
Added 66.47%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,666
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,666
shares
|
$1.31 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
1,665
shares
|
$1.31 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,664
shares
|
$1.31 Million
0.64% of portfolio
|
Q3 2024
Reduced 23.56%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,663
shares
|
$1.31 Million
0.24% of portfolio
|
Q3 2024
Reduced 29.77%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
1,661
shares
|
$1.31 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,659
shares
|
$1.31 Million
1.51% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1,659
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,656
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
1,655
shares
|
$1.3 Million
0.81% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,649
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 10.15%
|