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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
1,649
shares
|
$1.3 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,646
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
1,645
shares
|
$1.29 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,639
shares
|
$1.29 Million
0.22% of portfolio
|
Q2 2023
Added 28.15%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
1,639
shares
|
$1.29 Million
0.41% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
1,638
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
1,637
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
1,635
shares
|
$1.29 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,633
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
1,631
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,630
shares
|
$1.28 Million
0.54% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,628
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,627
shares
|
$1.28 Million
0.38% of portfolio
|
Q4 2021
Reduced 32.96%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,622
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,622
shares
|
$1.28 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,619
shares
|
$1.27 Million
0.23% of portfolio
|
Q1 2024
Added 44.04%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
1,618
shares
|
$1.27 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
1,618
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2023
Reduced 0.92%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,617
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,616
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,614
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
1,614
shares
|
$1.27 Million
0.51% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
1,614
shares
|
$1.27 Million
0.42% of portfolio
|
Q3 2024
Added 90.11%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,613
shares
|
$1.27 Million
0.69% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,613
shares
|
$1.27 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.95%
|