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 4,306 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $627 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
363
shares
|
$299,805
0.21% of portfolio
|
Q4 2024
Reduced 74.07%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
362
shares
|
$298,979
0.1% of portfolio
|
Q4 2024
Reduced 65.91%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
361
shares
|
$298,153
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
361
shares
|
$298,153
0.48% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
361
shares
|
$298,153
0.09% of portfolio
|
Q4 2024
Added 23.21%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
360
shares
|
$297,327
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
360
shares
|
$297,327
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
359
shares
|
$296,501
0.06% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
359
shares
|
$296,501
0.05% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
358
shares
|
$295,675
0.2% of portfolio
|
Q4 2024
Reduced 51.42%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
358
shares
|
$295,675
0.08% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
358
shares
|
$295,675
0.12% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
357
shares
|
$294,849
0.12% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
357
shares
|
$294,849
0.15% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
356
shares
|
$294,023
0.08% of portfolio
|
Q4 2024
Reduced 99.32%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
356
shares
|
$294,023
0.02% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
355
shares
|
$293,198
0.02% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
355
shares
|
$293,198
0.09% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
355
shares
|
$293,198
0.09% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
354
shares
|
$292,372
0.21% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
352
shares
|
$290,720
0.12% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
351
shares
|
$289,894
0.04% of portfolio
|
Q4 2024
Reduced 94.7%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
351
shares
|
$289,894
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
350
shares
|
$289,068
0.06% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
350
shares
|
$289,068
0.02% of portfolio
|
Q1 2025
Added 89.19%
|