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 |
|---|---|---|---|---|---|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
1,187
shares
|
$980,355
1.13% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
1,186
shares
|
$979,529
0.57% of portfolio
|
Q4 2024
Reduced 42.32%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,186
shares
|
$979,529
0.31% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
1,184
shares
|
$977,877
0.46% of portfolio
|
Q4 2024
Added 61.53%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,184
shares
|
$977,877
0.2% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
1,181
shares
|
$975,399
0.34% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
1,179
shares
|
$973,747
0.18% of portfolio
|
Q4 2024
Added 31.29%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
1,178
shares
|
$972,921
2.73% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
1,173
shares
|
$968,792
0.46% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,172
shares
|
$967,966
0.49% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,168
shares
|
$964,662
0.07% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,167
shares
|
$963,836
0.2% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,166
shares
|
$963,011
0.38% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
1,165
shares
|
$962,185
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
1,163
shares
|
$960,533
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,163
shares
|
$960,533
0.19% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,163
shares
|
$960,533
0.33% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,162
shares
|
$959,707
0.21% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,159
shares
|
$957,229
0.13% of portfolio
|
Q4 2024
Reduced 34.26%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,159
shares
|
$957,229
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,158
shares
|
$956,403
0.36% of portfolio
|
Q4 2024
Added 124.85%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,155
shares
|
$953,926
0.47% of portfolio
|
Q4 2024
Added 57.57%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
1,154
shares
|
$953,100
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,153
shares
|
$952,274
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
1,152
shares
|
$951,448
0.11% of portfolio
|
Q4 2024
Added 3.04%
|