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 4,290 institutions that hold shares in the stock, with a total of 757 Million shares, which have been reported (via 13F filing form) to have a value of $634 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
700
shares
|
$586,299
0.28% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
700
shares
|
$586,299
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
699
shares
|
$585,461
0.33% of portfolio
|
Q4 2024
Reduced 32.59%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
698
shares
|
$584,623
0.32% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
698
shares
|
$584,623
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Feb 13, 2025 Q4 2024 |
697
shares
|
$583,786
0.57% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
697
shares
|
$583,786
0.36% of portfolio
|
Q4 2024
Added 76.01%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
696
shares
|
$582,948
0.0% of portfolio
|
Q4 2024
Added 45.61%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
695
shares
|
$582,111
0.27% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
695
shares
|
$582,111
0.09% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
694
shares
|
$581,273
0.31% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
693
shares
|
$580,436
0.36% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
692
shares
|
$579,598
0.14% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
692
shares
|
$579,598
0.24% of portfolio
|
Q4 2024
Reduced 49.78%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
692
shares
|
$579,598
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
692
shares
|
$579,598
0.24% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
691
shares
|
$578,760
0.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
691
shares
|
$578,760
0.07% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
691
shares
|
$578,760
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
691
shares
|
$578,760
0.24% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
691
shares
|
$578,760
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
690
shares
|
$577,923
0.31% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
688
shares
|
$576,248
0.07% of portfolio
|
Q4 2024
Reduced 55.21%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
688
shares
|
$576,248
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
687
shares
|
$575,410
0.36% of portfolio
|
Q3 2022
New holding
|