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 4,295 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $615 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
1,221
shares
|
$1.01 Million
0.43% of portfolio
|
Q4 2024
Reduced 47.12%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
1,221
shares
|
$1.01 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,217
shares
|
$1.01 Million
0.53% of portfolio
|
Q3 2023
Reduced 58.87%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,215
shares
|
$1 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
1,213
shares
|
$1 Million
0.27% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
1,212
shares
|
$1 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
1,211
shares
|
$1 Million
0.75% of portfolio
|
Q4 2024
Added 22.45%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,209
shares
|
$998,525
0.19% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
1,208
shares
|
$997,699
0.38% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
1,206
shares
|
$996,047
0.28% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,204
shares
|
$994,395
0.34% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
1,203
shares
|
$993,569
0.48% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
1,199
shares
|
$990,266
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
1,198
shares
|
$989,440
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,197
shares
|
$988,614
0.36% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
1,196
shares
|
$987,788
0.74% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,196
shares
|
$987,788
0.54% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,196
shares
|
$987,788
0.24% of portfolio
|
Q3 2023
Added 6.5%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,196
shares
|
$987,788
0.4% of portfolio
|
Q4 2024
Reduced 53.64%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,194
shares
|
$986,136
0.15% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
1,194
shares
|
$986,136
0.38% of portfolio
|
Q4 2024
Added 717.81%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,190
shares
|
$982,832
0.46% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,188
shares
|
$981,181
0.14% of portfolio
|
Q4 2024
Reduced 77.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,188
shares
|
$981,181
0.28% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
1,187
shares
|
$980,355
0.29% of portfolio
|
Q4 2024
New holding
|