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 $634 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
432
shares
|
$361,588
0.15% of portfolio
|
Q3 2024
Reduced 43.97%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
431
shares
|
$360,751
0.1% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
431
shares
|
$360,751
0.05% of portfolio
|
Q4 2024
Reduced 29.92%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
431
shares
|
$360,751
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
430
shares
|
$359,914
0.21% of portfolio
|
Q1 2022
Reduced 5.49%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
430
shares
|
$359,914
0.05% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
430
shares
|
$359,914
0.16% of portfolio
|
Q2 2024
Reduced 10.42%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
429
shares
|
$359,077
0.01% of portfolio
|
Q4 2022
Added 156.89%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
429
shares
|
$359,077
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
428
shares
|
$358,240
0.04% of portfolio
|
Q4 2024
Reduced 61.89%
|
|
|
Windward Capital Management CO
|
Jan 27, 2025 Q4 2024 |
427
shares
|
$357,403
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
427
shares
|
$357,403
0.16% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
427
shares
|
$357,403
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
427
shares
|
$357,403
0.11% of portfolio
|
Q4 2024
Reduced 74.35%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
427
shares
|
$357,403
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
426
shares
|
$356,566
0.05% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
426
shares
|
$356,566
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
426
shares
|
$356,566
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
426
shares
|
$356,566
0.25% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
426
shares
|
$356,566
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
425
shares
|
$355,729
0.1% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
423
shares
|
$354,055
0.13% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
422
shares
|
$353,218
0.18% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
420
shares
|
$351,544
0.0% of portfolio
|
Q4 2024
Reduced 99.53%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
420
shares
|
$351,544
0.22% of portfolio
|
Q3 2024
New holding
|