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 |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
685
shares
|
$573,735
0.11% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
684
shares
|
$572,897
0.17% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
684
shares
|
$572,897
0.38% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
683
shares
|
$572,060
0.15% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
683
shares
|
$572,060
0.1% of portfolio
|
Q4 2023
Reduced 3.12%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
683
shares
|
$572,060
0.25% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
683
shares
|
$572,060
0.15% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
680
shares
|
$569,547
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
680
shares
|
$569,547
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
678
shares
|
$567,872
0.06% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
678
shares
|
$567,872
0.13% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
677
shares
|
$567,034
0.19% of portfolio
|
Q4 2024
Added 116.99%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
677
shares
|
$567,034
0.17% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
676
shares
|
$566,197
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
675
shares
|
$565,359
0.21% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
675
shares
|
$565,359
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
673
shares
|
$563,684
0.14% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
672
shares
|
$562,847
0.01% of portfolio
|
Q4 2023
Added 65.93%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
672
shares
|
$562,847
0.08% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
668
shares
|
$559,496
0.12% of portfolio
|
Q4 2024
Reduced 35.15%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
668
shares
|
$559,496
0.11% of portfolio
|
Q4 2024
Added 186.7%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
667
shares
|
$558,659
0.15% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
667
shares
|
$558,659
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
666
shares
|
$557,821
0.2% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
666
shares
|
$557,821
0.17% of portfolio
|
Q4 2024
Reduced 1.91%
|