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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
16
shares
|
$14,730
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
16
shares
|
$14,730
0.01% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
15
shares
|
$13,809
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
15
shares
|
$13,809
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
15
shares
|
$13,809
0.01% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
14
shares
|
$12,888
0.01% of portfolio
|
Q3 2023
Reduced 87.83%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
12
shares
|
$11,047
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
12
shares
|
$11,047
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
11
shares
|
$10,126
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
11
shares
|
$10,126
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
10
shares
|
$9,206
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
10
shares
|
$9,206
0.11% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$9,206
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Feb 11, 2025 Q4 2024 |
10
shares
|
$9,206
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
10
shares
|
$9,206
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
10
shares
|
$9,206
0.0% of portfolio
|
Q3 2024
Reduced 98.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10
shares
|
$9,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$8,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
9
shares
|
$8,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
8
shares
|
$7,365
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
7
shares
|
$6,444
0.0% of portfolio
|
Q1 2023
Reduced 94.85%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
7
shares
|
$6,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
7
shares
|
$6,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
6
shares
|
$5,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$5,523
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|