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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,465
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,465
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2022
Reduced 47.02%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,458
shares
|
$1.15 Million
0.59% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,457
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
1,456
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,456
shares
|
$1.15 Million
0.66% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
1,452
shares
|
$1.14 Million
0.66% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
1,449
shares
|
$1.14 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,449
shares
|
$1.14 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
1,440
shares
|
$1.13 Million
0.75% of portfolio
|
Q1 2024
Added 227.27%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
1,439
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
1,434
shares
|
$1.13 Million
0.45% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,434
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2022
Reduced 0.28%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,434
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,434
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,433
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,432
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2023
Reduced 17.03%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,432
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2023
Reduced 17.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,432
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,431
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,431
shares
|
$1.13 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
1,430
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
1,430
shares
|
$1.13 Million
0.63% of portfolio
|
Q3 2024
Added 232.56%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
1,428
shares
|
$1.12 Million
0.81% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
1,425
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2022
Reduced 14.93%
|