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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
913
shares
|
$750,951
0.14% of portfolio
|
Q4 2024
Reduced 27.77%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
911
shares
|
$749,306
0.38% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
909
shares
|
$747,661
0.4% of portfolio
|
Q1 2024
Added 59.47%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
907
shares
|
$746,016
0.17% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
905
shares
|
$744,371
0.11% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
902
shares
|
$741,904
0.04% of portfolio
|
Q4 2024
Reduced 22.38%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
902
shares
|
$741,904
0.47% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
901
shares
|
$741,081
0.09% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
900
shares
|
$740,259
0.11% of portfolio
|
Q1 2024
Added 80.0%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
900
shares
|
$740,259
0.38% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
899
shares
|
$739,436
0.35% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
899
shares
|
$739,436
0.14% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
899
shares
|
$739,436
0.21% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
899
shares
|
$739,436
0.2% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
896
shares
|
$736,968
0.23% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
895
shares
|
$736,146
0.32% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
895
shares
|
$736,146
0.21% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
894
shares
|
$735,323
0.11% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
893
shares
|
$734,501
0.03% of portfolio
|
Q4 2024
Reduced 30.51%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
890
shares
|
$732,033
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
890
shares
|
$732,033
0.2% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
888
shares
|
$730,388
0.16% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
888
shares
|
$730,388
0.17% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
885
shares
|
$727,921
0.28% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
884
shares
|
$727,098
0.34% of portfolio
|
Q4 2024
Reduced 13.59%
|