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 |
|---|---|---|---|---|---|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
947
shares
|
$778,916
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
945
shares
|
$777,271
0.1% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
945
shares
|
$777,271
0.16% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
942
shares
|
$774,804
0.17% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
940
shares
|
$773,159
0.57% of portfolio
|
Q3 2024
Added 74.07%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
937
shares
|
$770,691
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
936
shares
|
$769,869
0.27% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
936
shares
|
$769,869
0.19% of portfolio
|
Q2 2024
Added 141.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
934
shares
|
$768,224
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
933
shares
|
$767,401
0.24% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
929
shares
|
$764,111
0.74% of portfolio
|
Q1 2024
Added 59.62%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
928
shares
|
$763,289
0.33% of portfolio
|
Q4 2024
Added 32.01%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
927
shares
|
$762,466
0.33% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
927
shares
|
$762,466
0.33% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
925
shares
|
$760,821
0.13% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
925
shares
|
$760,821
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
924
shares
|
$759,999
0.28% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
923
shares
|
$759,176
0.19% of portfolio
|
Q3 2023
Reduced 5.53%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
922
shares
|
$758,354
0.86% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
921
shares
|
$757,531
0.37% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
920
shares
|
$756,709
0.05% of portfolio
|
Q4 2024
Added 41.98%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
918
shares
|
$755,064
0.18% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
915
shares
|
$752,596
0.15% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
915
shares
|
$752,596
0.16% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
915
shares
|
$752,596
0.08% of portfolio
|
Q4 2024
Added 1.55%
|