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 |
|---|---|---|---|---|---|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
318
shares
|
$262,639
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
318
shares
|
$262,639
0.15% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
316
shares
|
$260,987
0.07% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
316
shares
|
$260,987
0.05% of portfolio
|
Q1 2024
Reduced 47.42%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
316
shares
|
$260,987
0.05% of portfolio
|
Q4 2024
Added 33.9%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
315
shares
|
$260,161
0.05% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
314
shares
|
$259,335
0.02% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
314
shares
|
$259,335
0.1% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
314
shares
|
$259,335
0.07% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
314
shares
|
$259,335
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
314
shares
|
$259,335
0.01% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
312
shares
|
$257,683
0.07% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
312
shares
|
$257,683
0.09% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
312
shares
|
$257,683
0.04% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
312
shares
|
$257,683
0.1% of portfolio
|
Q4 2024
Added 26.83%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
311
shares
|
$256,858
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
310
shares
|
$256,032
0.08% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
310
shares
|
$256,032
0.14% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
310
shares
|
$256,032
0.09% of portfolio
|
Q1 2025
Reduced 35.95%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
309
shares
|
$255,206
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
309
shares
|
$255,206
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
308
shares
|
$254,380
0.05% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
308
shares
|
$254,380
0.03% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
307
shares
|
$253,554
0.13% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
307
shares
|
$253,554
0.05% of portfolio
|
Q4 2024
Added 4.07%
|