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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
17,821
shares
|
$14.7 Million
0.34% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
17,816
shares
|
$14.7 Million
0.73% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
17,721
shares
|
$14.6 Million
2.98% of portfolio
|
Q3 2023
New holding
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
17,653
shares
|
$14.6 Million
2.37% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
17,612
shares
|
$14.5 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
17,505
shares
|
$14.5 Million
9.28% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
17,469
shares
|
$14.4 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,414
shares
|
$14.4 Million
0.82% of portfolio
|
Q3 2022
Reduced 13.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,339
shares
|
$14.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
17,335
shares
|
$14.3 Million
0.99% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
17,321
shares
|
$14.3 Million
1.17% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
17,315
shares
|
$14.3 Million
0.99% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
17,260
shares
|
$14.3 Million
0.23% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
17,251
shares
|
$14.2 Million
0.84% of portfolio
|
Q4 2024
Added 37.4%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
17,209
shares
|
$14.2 Million
2.55% of portfolio
|
Q1 2025
Added 31.52%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
17,160
shares
|
$14.2 Million
1.66% of portfolio
|
Q2 2024
Reduced 16.54%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
17,149
shares
|
$14.2 Million
0.6% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
17,000
shares
|
$14 Million
6.45% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
17,000
shares
|
$14 Million
5.81% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,811
shares
|
$13.9 Million
0.23% of portfolio
|
Q2 2020
Added 13.61%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
16,721
shares
|
$13.8 Million
2.71% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
16,705
shares
|
$13.8 Million
0.04% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
16,578
shares
|
$13.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
16,574
shares
|
$13.7 Million
0.36% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
16,569
shares
|
$13.7 Million
3.17% of portfolio
|
Q4 2024
Reduced 11.55%
|