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 4,309 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $573 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,155
shares
|
$871,274
0.47% of portfolio
|
Q4 2024
Added 57.57%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
1,154
shares
|
$870,519
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,153
shares
|
$869,765
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
1,152
shares
|
$869,011
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
1,150
shares
|
$867,502
0.19% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
1,149
shares
|
$866,748
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
1,146
shares
|
$864,485
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
1,145
shares
|
$863,730
0.2% of portfolio
|
Q4 2024
Reduced 78.68%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,142
shares
|
$861,467
0.18% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,139
shares
|
$859,204
0.06% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,139
shares
|
$859,204
3.28% of portfolio
|
Q3 2024
Reduced 42.96%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,138
shares
|
$858,450
0.1% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,138
shares
|
$858,450
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,136
shares
|
$856,941
0.09% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,136
shares
|
$856,941
0.06% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
1,134
shares
|
$855,432
0.35% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,132
shares
|
$853,924
0.01% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
1,130
shares
|
$852,415
0.44% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
1,129
shares
|
$851,661
0.33% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
1,128
shares
|
$850,906
0.04% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,128
shares
|
$850,906
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Tran Capital Management, L.P.
|
Apr 15, 2025 Q1 2025 |
1,126
shares
|
$849,398
0.14% of portfolio
|
Q4 2024
Reduced 58.81%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
1,126
shares
|
$849,398
0.42% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,125
shares
|
$848,643
0.4% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,124
shares
|
$847,889
0.08% of portfolio
|
Q4 2024
Added 6.95%
|