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 |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
1,511
shares
|
$1.19 Million
0.58% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,510
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2023
Added 13.19%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
1,510
shares
|
$1.19 Million
0.75% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,506
shares
|
$1.19 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,505
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
1,505
shares
|
$1.18 Million
0.49% of portfolio
|
Q3 2024
Added 96.48%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
1,503
shares
|
$1.18 Million
0.25% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,503
shares
|
$1.18 Million
0.39% of portfolio
|
Q3 2024
Added 24.21%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
1,501
shares
|
$1.18 Million
0.75% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,501
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,500
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
1,500
shares
|
$1.18 Million
0.72% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$1.18 Million
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
1,499
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
1,497
shares
|
$1.18 Million
0.66% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
1,494
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
1,494
shares
|
$1.18 Million
0.49% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
1,492
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
1,492
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
Added 28.29%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,490
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2024
Added 14.62%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
1,480
shares
|
$1.17 Million
0.38% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
1,477
shares
|
$1.16 Million
0.65% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
1,476
shares
|
$1.16 Million
0.54% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
1,470
shares
|
$1.16 Million
0.34% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
1,469
shares
|
$1.16 Million
0.84% of portfolio
|
Q3 2024
Added 0.41%
|