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 4,278 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 $697 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
40
shares
|
$36,825
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
40
shares
|
$36,825
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
34
shares
|
$31,301
0.02% of portfolio
|
Q1 2024
Reduced 32.35%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
33
shares
|
$30,380
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
33
shares
|
$30,380
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
33
shares
|
$30,380
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
31
shares
|
$28,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$27,618
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
30
shares
|
$27,618
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
26
shares
|
$23,936
0.0% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
26
shares
|
$23,936
0.02% of portfolio
|
Q3 2024
Added 73.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
26
shares
|
$23,936
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
25
shares
|
$23,015
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
25
shares
|
$23,015
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
25
shares
|
$23,015
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
25
shares
|
$23,015
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
24
shares
|
$22,095
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$18,412
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$18,412
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
19
shares
|
$17,491
0.64% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
19
shares
|
$17,491
0.01% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
19
shares
|
$17,491
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
18
shares
|
$16,571
0.0% of portfolio
|
Q4 2024
Reduced 99.73%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
17
shares
|
$15,650
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
16
shares
|
$14,730
0.0% of portfolio
|
Q1 2023
New holding
|