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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
883
shares
|
$726,276
0.08% of portfolio
|
Q4 2024
Added 19.49%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
881
shares
|
$724,631
0.05% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
878
shares
|
$722,163
0.14% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
878
shares
|
$722,163
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
875
shares
|
$719,696
0.06% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
875
shares
|
$719,696
0.17% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
875
shares
|
$719,696
0.15% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
874
shares
|
$718,873
0.36% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
872
shares
|
$717,228
0.09% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
872
shares
|
$717,228
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
871
shares
|
$716,406
0.09% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
870
shares
|
$715,583
0.16% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
870
shares
|
$715,583
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
870
shares
|
$715,583
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Feb 14, 2025 Q4 2024 |
865
shares
|
$711,471
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
864
shares
|
$710,648
0.11% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
863
shares
|
$709,826
0.18% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
863
shares
|
$709,826
0.05% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
863
shares
|
$709,826
0.35% of portfolio
|
Q4 2024
Reduced 45.83%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
861
shares
|
$708,181
0.03% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
861
shares
|
$708,181
0.17% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
860
shares
|
$707,358
0.12% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
858
shares
|
$705,713
0.12% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
858
shares
|
$705,713
0.21% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
858
shares
|
$705,713
0.2% of portfolio
|
Q4 2024
Reduced 0.92%
|