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Eli Lilly and Company (LLY) Institutional Ownership

Eli Lilly and Company logo
$726.24 -31.36 (-4.14%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Eli Lilly and Company (NYSE:LLY)

Current
Institutional Ownership
Percentage
82.53%
Number of
Institutional Buyers
(last 12 months)
2354
Total
Institutional Inflows
(last 12 months)
$44.87B
Number of
Institutional Sellers
(last 12 months)
1787
Total
Institutional Outflows
(last 12 months)
$30.74B
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LLY Institutional Buying and Selling by Quarter

Eli Lilly and Company Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cerro Pacific Wealth Advisors LLC3,248$2.51M0.8%+4.4%0.000%
1/17/2025 New Century Financial Group LLC2,823$2.21M0.9%-7.7%0.000%
1/17/2025 FCG Investment Co3,085$2.38M1.4%+10.5%0.000%
1/17/2025 Key Client Fiduciary Advisors LLC1,058$817K0.4%-5.3%0.000%
1/17/2025 Veracity Capital LLC2,597$2.01M0.7%-20.1%0.000%
1/17/2025 Secure Asset Management LLC3,645$2.81M0.4%+86.3%0.000%
1/17/2025 IVC Wealth Advisors LLC1,418$1.10M0.6%-6.2%0.000%
1/17/2025 Madrona Financial Services LLC321$248K0.1%+13.8%0.000%
1/17/2025 Galvin Gaustad & Stein LLC1,768$1.37M0.1%-2.9%0.000%
1/17/2025 Capital Planning Advisors LLC2,871$2.22M0.3%+92.4%0.000%
1/17/2025 Goldstein Advisors LLC627$484K0.1%-2.9%0.000%
1/17/2025 Trust Co. of Oklahoma525$405K0.1%+7.4%0.000%
1/17/2025 Market Street Wealth Management Advisors LLC15,288$11.80M2.0%-0.2%0.002%
1/17/2025 Whalen Wealth Management Inc.1,024$790K0.5%-28.0%0.000%
1/17/2025 Avior Wealth Management LLC5,253$4.06M0.1%+8.6%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.28,122$21.71M0.9%+41.0%0.003%
1/17/2025 Bill Few Associates Inc.2,125$1.64M0.6%-3.8%0.000%
1/17/2025 Peterson Wealth Advisors LLC803$628K0.1%+12.2%0.000%
1/17/2025 Teamwork Financial Advisors LLC871$672K0.1%-31.1%0.000%
1/17/2025 MinichMacGregor Wealth Management LLC915$707K0.1%+25.3%0.000%
1/17/2025 Raleigh Capital Management Inc.1,295$1M0.4%+14.0%0.000%
1/17/2025 Adirondack Trust Co.4,624$3.57M1.4%-1.2%0.000%
1/17/2025 D.B. Root & Company LLC331$256K0.1%-17.7%0.000%
1/17/2025 Mutual Advisors LLC63,444$48.07M1.4%+3.1%0.007%
1/17/2025 Echo45 Advisors LLC624$488K0.3%+19.8%0.000%
1/17/2025 Olistico Wealth LLC3,369$2.60M1.5%-7.9%0.000%
1/17/2025 True North Advisors LLC3,483$2.69M0.6%+8.0%0.000%
1/17/2025 Wendell David Associates Inc.43,075$33.25M3.3%-0.7%0.005%
1/17/2025 Traynor Capital Management Inc.51,031$39.40M2.6%+6.2%0.005%
1/17/2025 Independent Wealth Network Inc.539$416K0.2%-28.3%0.000%
1/17/2025 Wesbanco Bank Inc.24,022$18.55M0.6%-6.9%0.003%
1/17/2025 Janney Montgomery Scott LLC297,377$229.58M0.6%+5.4%0.031%
1/17/2025 Corundum Trust Company INC1,178$909K2.7%-2.2%0.000%
1/17/2025 Bartlett & CO. Wealth Management LLC26,093$20.14M0.3%-0.6%0.003%
1/17/2025 GoalVest Advisory LLC1,213$936K0.3%+3.6%0.000%
1/17/2025 Baker Ellis Asset Management LLC430$332K0.0%+7.5%0.000%
1/17/2025 Phillips Wealth Planners LLC302$242K0.2%+11.9%0.000%
1/17/2025 Kelleher Financial Advisors473$365K0.1%+29.2%0.000%
1/17/2025 Marino Stram & Associates LLC2,856$2.21M0.5%+0.5%0.000%
1/17/2025 Westside Investment Management Inc.1,963$1.52M0.3%-5.1%0.000%
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1/17/2025 Park Place Capital Corp1,826$1.41M0.4%-3.0%0.000%
1/17/2025 Janney Capital Management LLC7,761$5.99M0.4%-5.6%0.001%
1/17/2025 Magnus Financial Group LLC6,028$4.65M0.4%+3.7%0.001%
1/17/2025 Daymark Wealth Partners LLC10,734$8.29M0.3%-8.4%0.001%
1/17/2025 Luts & Greenleigh Group Inc.985$760K0.8%+5.6%0.000%
1/17/2025 Finley Financial LLC416$311K0.2%N/A0.000%
1/17/2025 Madison Park Capital Advisors LLC407$314K0.3%-27.7%0.000%
1/17/2025 Albion Financial Group UT1,153$890K0.1%+2.4%0.000%
1/17/2025 Eagle Wealth Strategies LLC4,147$3.20M2.3%+1.7%0.000%
1/17/2025 Global Trust Asset Management LLC1,643$1.27M0.5%-1.5%0.000%
1/17/2025 Advisory Alpha LLC3,751$2.90M0.1%+3.7%0.000%
1/17/2025 West Branch Capital LLC5,124$3.96M1.3%+13.6%0.001%
1/17/2025 Missouri Trust & Investment Co1,082$835K0.3%+4.8%0.000%
1/17/2025 Dakota Wealth Management56,149$43.35M1.0%-3.2%0.006%
1/17/2025 Braun Bostich & Associates Inc.508$392K0.3%-7.3%0.000%
1/17/2025 Eads & Heald Wealth Management1,110$857K0.4%-7.3%0.000%
1/17/2025 Barlow Wealth Partners Inc.1,086$811K0.1%-46.5%0.000%
1/17/2025 XML Financial LLC1,825$1.41M0.1%+2.8%0.000%
1/17/2025 Nisa Investment Advisors LLC262,358$202.54M0.8%+12.0%0.028%
1/17/2025 Genesis Private Wealth LLC304$235K0.1%N/A0.000%
1/17/2025 Simon Quick Advisors LLC4,904$3.79M0.2%+2.6%0.001%
1/17/2025 Red Spruce Capital LLC2,254$1.74M0.8%-1.4%0.000%
1/17/2025 Sheets Smith Wealth Management13,923$10.75M1.3%+6.6%0.001%
1/17/2025 Beaumont Financial Advisors LLC5,558$4.29M0.3%-3.7%0.001%
1/17/2025 MCF Advisors LLC2,541$1.96M0.1%-10.8%0.000%
1/17/2025 Capstone Wealth Management LLC321$248K0.2%N/A0.000%
1/17/2025 Proquility Private Wealth Partners LLC427$330K0.1%-74.4%0.000%
1/17/2025 Bourgeon Capital Management LLC1,399$1.08M0.2%N/A0.000%
1/17/2025 Aspire Private Capital LLC2,140$1.65M0.4%+22.4%0.000%
1/17/2025 Verum Partners LLC683$527K0.2%-8.7%0.000%
1/17/2025 Perfromance Wealth Partners LLC70,054$54.08M1.7%-0.2%0.007%
1/17/2025 Octavia Wealth Advisors LLC735$568K0.1%+25.0%0.000%
1/17/2025 Commons Capital LLC408$315K0.3%+14.0%0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.400$309K0.1%-77.8%0.000%
1/17/2025 Bedrijfstakpensioenfonds Voor DE Media PNO27,000$20.13M2.5%-11.8%0.003%
1/17/2025 Fort Washington Investment Advisors Inc. OH2,226$1.72M0.0%+2.0%0.000%
1/17/2025 Enclave Advisors LLC410$317K0.1%+7.9%0.000%
1/17/2025 Wall Street Financial Group Inc.2,787$2.15M2.1%-49.8%0.000%
1/17/2025 Planned Solutions Inc.2,610$2.02M0.8%-10.4%0.000%
1/17/2025 Mogy Joel R Investment Counsel Inc.35,008$27.03M1.6%+1.7%0.004%
1/17/2025 Exchange Bank1,211$935K0.8%+22.4%0.000%
1/17/2025 Atomi Financial Group Inc.6,239$4.82M0.2%+15.7%0.001%
1/17/2025 Great Waters Wealth Management872$673K0.1%-4.5%0.000%
1/17/2025 Monterey Private Wealth Inc.1,231$950K0.3%+5.2%0.000%
1/17/2025 AMI Asset Management Corp69,651$53.77M2.9%-2.2%0.007%
1/17/2025 Prairie Sky Financial Group LLC8,674$6.70M4.1%-0.6%0.001%
1/17/2025 Transform Wealth LLC7,778$6.01M0.3%+53.4%0.001%
1/17/2025 Chesley Taft & Associates LLC22,323$17.23M0.8%-0.3%0.002%
1/17/2025 Alpha Cubed Investments LLC12,471$9.63M0.4%-16.6%0.001%
1/17/2025 Lockerman Financial Group Inc.619$478K0.8%-2.7%0.000%
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1/17/2025 Clear Harbor Asset Management LLC1,973$1.52M0.1%+244.3%0.000%
1/17/2025 ADE LLC275$212K0.1%+6.2%0.000%
1/17/2025 Segment Wealth Management LLC1,297$1.00M0.1%-10.5%0.000%
1/17/2025 Perpetual Ltd93,171$71.93M0.9%-4.4%0.010%
1/16/2025 First United Bank & Trust936$723K0.3%-5.0%0.000%
1/16/2025 Charles Schwab Trust Co321$248K0.0%+42.0%0.000%
1/16/2025 Lmcg Investments LLC10,236$7.90M0.5%-3.5%0.001%
1/16/2025 Aspiriant LLC639$493K0.0%-17.9%0.000%
1/16/2025 Crossmark Global Holdings Inc.27,323$21.09M0.4%-24.3%0.003%
1/16/2025 Royal Fund Management LLC3,790$2.93M0.3%-46.3%0.000%
(Data available from 1/1/2016 forward)

LLY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LLY shares?

During the previous two years, 3,720 institutional investors and hedge funds held shares of Eli Lilly and Company. The most heavily invested institutionals were Vanguard Group Inc. ($56.59B), Lilly Endowment Inc. ($47.38B), PNC Financial Services Group Inc. ($45.50B), State Street Corp ($29.99B), FMR LLC ($29.27B), BlackRock Inc. ($22.52B), and Capital World Investors ($19.09B).Learn more on LLY's institutional investors.

What percentage of Eli Lilly and Company stock is owned by institutional investors?

82.53% of Eli Lilly and Company stock is owned by institutional investors. Learn more on LLY's institutional investor holdings.

Which institutional investors have been buying Eli Lilly and Company stock?

Of the 3,205 institutional investors that purchased Eli Lilly and Company stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($19.82M), Bank Julius Baer & Co. Ltd Zurich ($19.61M), Norges Bank ($10.28M), Mizuho Markets Americas LLC ($3.47M), Sapient Capital LLC ($2.24M), Envestnet Asset Management Inc. ($2.05M), and Pathway Financial Advisers LLC ($2.04M).

How much institutional buying is happening at Eli Lilly and Company?

Institutional investors have bought a total of 122,505,137 shares in the last 24 months. This purchase volume represents approximately $72.06B in transactions.

Which Eli Lilly and Company major shareholders have been selling company stock?

Of the 2,404 institutional investors that sold Eli Lilly and Company stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($52.92M), International Assets Investment Management LLC ($12.48M), Primecap Management Co. CA ($4.91M), Price T Rowe Associates Inc. MD ($3.38M), Jennison Associates LLC ($3.26M), Capital World Investors ($3.13M), and Wellington Management Group LLP ($2.84M).

How much institutional selling is happening at Eli Lilly and Company?

Institutional investors have sold a total of 134,287,592 shares in the last 24 months. This volume of shares sold represents approximately $73.13B in transactions.



This page (NYSE:LLY) was last updated on 1/20/2025 by MarketBeat.com Staff
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