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 4,289 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 $638 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
553
shares
|
$465,941
0.23% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
553
shares
|
$465,941
0.44% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
550
shares
|
$463,413
0.18% of portfolio
|
Q4 2024
Added 65.66%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
550
shares
|
$463,413
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
549
shares
|
$462,570
0.04% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
549
shares
|
$462,570
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
548
shares
|
$461,728
0.09% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
548
shares
|
$461,728
0.04% of portfolio
|
Q4 2024
Added 23.42%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
546
shares
|
$460,043
0.19% of portfolio
|
Q4 2024
Reduced 17.89%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
546
shares
|
$460,043
0.14% of portfolio
|
Q4 2024
Added 84.46%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
546
shares
|
$460,043
0.13% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
545
shares
|
$459,200
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
544
shares
|
$458,358
0.08% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
544
shares
|
$458,358
0.1% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
543
shares
|
$457,515
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
540
shares
|
$454,987
0.26% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
540
shares
|
$454,987
0.2% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
539
shares
|
$454,145
0.18% of portfolio
|
Q4 2024
Reduced 28.32%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
538
shares
|
$453,302
0.04% of portfolio
|
Q4 2024
Reduced 30.4%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
537
shares
|
$452,460
0.09% of portfolio
|
Q4 2024
Reduced 68.49%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
537
shares
|
$452,460
0.17% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
537
shares
|
$452,460
0.36% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
536
shares
|
$451,617
0.1% of portfolio
|
Q3 2024
Added 71.25%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
535
shares
|
$450,774
0.21% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
535
shares
|
$450,774
0.11% of portfolio
|
Q4 2024
Reduced 7.76%
|