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 4,291 institutions that hold shares in the stock, with a total of 744 Million shares, which have been reported (via 13F filing form) to have a value of $612 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
976
shares
|
$802,769
0.2% of portfolio
|
Q4 2024
Added 41.24%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
974
shares
|
$801,124
0.16% of portfolio
|
Q4 2024
Added 52.66%
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
973
shares
|
$800,302
0.52% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
972
shares
|
$799,479
0.43% of portfolio
|
Q4 2024
Added 165.57%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
972
shares
|
$799,479
0.48% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
967
shares
|
$795,367
0.01% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
966
shares
|
$794,544
0.25% of portfolio
|
Q4 2024
Reduced 97.03%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
965
shares
|
$793,722
0.09% of portfolio
|
Q4 2022
Added 2.99%
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
964
shares
|
$792,899
0.12% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
963
shares
|
$792,077
0.46% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
962
shares
|
$791,254
0.1% of portfolio
|
Q4 2024
Added 12.12%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
962
shares
|
$791,254
0.15% of portfolio
|
Q4 2024
Added 15.76%
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
960
shares
|
$789,609
0.46% of portfolio
|
Q4 2024
New holding
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
959
shares
|
$788,787
0.29% of portfolio
|
Q4 2024
Added 1.05%
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$787,964
0.19% of portfolio
|
Q3 2024
Added 12.84%
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
956
shares
|
$786,319
0.57% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
954
shares
|
$784,674
0.44% of portfolio
|
Q3 2022
Reduced 24.53%
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
953
shares
|
$783,852
0.2% of portfolio
|
Q4 2024
Added 0.11%
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
952
shares
|
$783,029
0.22% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
950
shares
|
$781,384
0.34% of portfolio
|
Q4 2024
Added 98.33%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
950
shares
|
$781,384
0.2% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
950
shares
|
$781,384
0.44% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
950
shares
|
$781,384
0.03% of portfolio
|
Q1 2021
Added 22.42%
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
948
shares
|
$779,739
0.32% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
947
shares
|
$778,916
0.31% of portfolio
|
Q4 2024
Reduced 14.99%
|