Eli Lilly and Company (LLY) Institutional Ownership

$758.16
-18.59 (-2.39%)
(As of 02:27 PM ET)

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)
2282
Total
Institutional Inflows
(last 12 months)
$40.39B
Number of
Institutional Sellers
(last 12 months)
1717
Total
Institutional Outflows
(last 12 months)
$43.80B
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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
5/2/2024Choreo LLC8,229$6.40M0.2%-4.8%0.001%
5/2/2024Tobam43,604$33.92M3.0%-23.4%0.005%
5/2/2024CNB Bank1,099$855K0.4%+12.6%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.44,308$34.47M1.7%-7.3%0.005%
5/2/2024Sippican Capital Advisors3,586$2.79M2.2%-23.3%0.000%
5/2/2024Harbor Advisors LLC900$700K0.1%+80.0%0.000%
5/2/2024Mitchell Mcleod Pugh & Williams Inc.6,758$5.26M1.3%-7.2%0.001%
5/2/2024Crown Wealth Group LLC3,112$2.42M1.2%-1.7%0.000%
5/2/2024Mckinley Capital Management LLC18,654$14.51M1.7%+10.5%0.002%
5/2/2024Seelaus Asset Management LLC465$362K0.4%-47.8%0.000%
5/2/2024Moloney Securities Asset Management LLC5,284$4.11M0.6%+1.8%0.001%
5/2/2024Rockline Wealth Management LLC2,540$1.98M0.7%+25.2%0.000%
5/2/2024Main Street Research LLC3,281$2.55M0.2%+4.8%0.000%
5/2/2024Valley Brook Capital Group Inc.1,358$1.06M0.8%+3.6%0.000%
5/2/2024Palisade Asset Management LLC22,509$17.51M1.7%-0.9%0.002%
5/2/2024Greenwood Capital Associates LLC12,145$9.45M1.3%-14.7%0.001%
5/2/2024Schulhoff & Co. Inc.4,880$3.80M1.7%-3.9%0.001%
5/2/2024PDS Planning Inc5,065$3.94M0.4%+1.6%0.001%
5/2/2024Argent Advisors Inc.4,056$3.16M1.2%-0.5%0.000%
5/2/2024Regent Peak Wealth Advisors LLC2,540$1.98M0.5%-3.8%0.000%
5/2/2024Cross Staff Investments Inc2,540$1.98M1.7%-0.8%0.000%
5/2/2024Hanlon Investment Management Inc.3,534$2.75M0.8%+3.3%0.000%
5/2/2024Fortem Financial Group LLC1,715$1.34M0.6%-2.6%0.000%
5/2/2024Westwood Wealth Management1,615$1.26M0.6%N/A0.000%
5/2/2024High Note Wealth LLC3,210$2.50M0.8%-19.5%0.000%
5/1/2024GLOBALT Investments LLC GA21,468$16.70M0.7%-5.9%0.002%
5/1/2024Paces Ferry Wealth Advisors LLC401$312K0.2%N/A0.000%
5/1/2024Stone Point Wealth LLC1,946$1.51M0.5%-1.3%0.000%
5/1/2024Schear Investment Advisers LLC7,611$5.92M4.8%-2.2%0.001%
5/1/2024Resonant Capital Advisors LLC5,359$4.17M0.4%+16.2%0.001%
5/1/2024Blackhawk Capital Partners LLC.4,880$3.80M2.4%+0.4%0.001%
5/1/2024KFA Private Wealth Group LLC276$215K0.1%N/A0.000%
5/1/20241834 Investment Advisors Co.4,401$3.42M0.4%-1.0%0.000%
5/1/2024Janney Montgomery Scott LLC314,716$244.84M0.7%+19.1%0.033%
5/1/2024Peterson Wealth Services4,487$3.49M1.3%N/A0.000%
5/1/2024Auour Investments LLC300$233K0.1%N/A0.000%
5/1/2024Intelligence Driven Advisers LLC1,250$972K0.1%-3.8%0.000%
5/1/2024CWS Financial Advisors LLC1,163$905K0.4%-38.0%0.000%
5/1/2024Blue Trust Inc.49,384$38.42M0.5%-11.1%0.005%
5/1/2024Source Financial Advisors LLC748$582K0.2%+6.1%0.000%
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5/1/2024Centric Wealth Management14,124$11.03M3.5%+4.3%0.001%
5/1/2024Oak Ridge Investments LLC55,603$43.26M4.4%+3.8%0.006%
5/1/2024Ascent Wealth Partners LLC1,592$1.21M0.2%N/A0.000%
5/1/2024Mirae Asset Global Investments Co. Ltd.333,939$259.79M0.5%+12.0%0.035%
5/1/2024Prosperity Consulting Group LLC3,395$2.64M0.3%+186.7%0.000%
5/1/2024 Avior Wealth Management LLC6,515$5.07M0.2%+32.0%0.001%
5/1/2024 Braun Stacey Associates Inc.66,304$51.58M2.0%-0.5%0.007%
5/1/2024 Mission Wealth Management LP8,689$6.76M0.2%+20.5%0.001%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co294$229K0.0%N/A0.000%
5/1/2024 ORBA Wealth Advisors L.L.C.385$300K0.2%+4.1%0.000%
5/1/2024 Parthenon LLC5,667$4.41M0.6%-1.7%0.001%
5/1/2024 Wambolt & Associates LLC1,807$1.37M0.4%+33.1%0.000%
5/1/2024 Flynn Zito Capital Management LLC338$263K0.1%N/A0.000%
5/1/2024 Smith Group Asset Management LLC9,419$7.33M0.4%-26.1%0.001%
5/1/2024 Sequoia Financial Advisors LLC54,785$42.62M0.5%-14.8%0.006%
5/1/2024 Lineweaver Wealth Advisors LLC2,111$1.65M0.4%+3.0%0.000%
5/1/2024 Diversify Advisory Services LLC3,093$2.35M0.1%N/A0.000%
4/30/2024 Private Advisor Group LLC76,282$59.35M0.4%+0.6%0.008%
4/30/2024 Consolidated Portfolio Review Corp5,782$4.50M1.2%+1.1%0.001%
4/30/2024 Lodestone Wealth Management LLC498$387K0.2%-11.2%0.000%
4/30/2024 J.W. Cole Advisors Inc.9,186$7.14M0.4%+1.4%0.001%
4/30/2024 Cutter & CO Brokerage Inc.6,424$5.00M1.2%-5.3%0.001%
4/30/2024 Vantage Investment Partners LLC20,486$15.93M1.4%-31.1%0.002%
4/30/2024 Retirement Systems of Alabama176,000$136.92M0.5%+0.1%0.019%
4/30/2024 TFC Financial Management Inc.243$189K0.0%-12.9%0.000%
4/30/2024 Hartline Investment Corp5,959$4.64M0.8%-72.8%0.001%
4/30/2024 North Star Investment Management Corp.9,508$7.40M0.5%+5.6%0.001%
4/30/2024 Longbow Finance SA25,205$19.61M2.0%+73.3%0.003%
4/30/2024 Norden Group LLC2,053$1.60M0.1%+22.1%0.000%
4/30/2024 Van ECK Associates Corp245,287$190.82M0.3%+10.5%0.026%
4/30/2024 JLB & Associates Inc.16,359$12.73M1.7%-5.8%0.002%
4/30/2024 Fortis Group Advisors LLC2,614$2.03M0.4%+553.5%0.000%
4/30/2024 Saxony Capital Management LLC1,824$1.42M1.7%+19.8%0.000%
4/30/2024 TSP Capital Management Group LLC20,350$15.83M5.1%-0.2%0.002%
4/30/2024 Beam Wealth Advisors Inc.848$660K0.4%-35.9%0.000%
4/30/2024 HB Wealth Management LLC38,715$30.12M0.4%+2.9%0.004%
4/30/2024 Turtle Creek Wealth Advisors LLC4,945$3.85M0.9%-0.5%0.001%
4/30/2024 Mitchell Sinkler & Starr PA3,802$2.96M0.7%-73.2%0.000%
4/30/2024 Valued Wealth Advisors LLC105$82K0.1%+16.7%0.000%
4/30/2024 RF&L Wealth Management LLC3,884$3.02M2.3%-7.8%0.000%
4/30/2024 Woodward Diversified Capital LLC4,280$3.33M2.1%+2.9%0.000%
4/30/2024 Warther Private Wealth LLC4,225$3.29M1.5%+26.9%0.000%
4/30/2024Concord Wealth Partners4,631$3.60M0.6%+27.1%0.000%
4/30/2024 Geneva Partners LLC8,258$6.42M2.8%-4.6%0.001%
4/30/2024 MN Wealth Advisors LLC1,902$1.48M0.9%-2.4%0.000%
4/30/2024 AFT Forsyth & Company Inc.6,440$5.01M2.9%-8.4%0.001%
4/30/2024 WealthBridge Capital Management LLC3,273$2.55M0.9%+5.9%0.000%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.532$414K0.0%N/A0.000%
4/30/2024 Vance Wealth Inc.399$310K0.1%+9.0%0.000%
4/30/2024 Joel Isaacson & Co. LLC5,330$4.15M0.2%+6.6%0.001%
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4/30/2024 Vest Financial LLC1,142$888K0.0%N/A0.000%
4/30/2024 Signet Investment Advisory Group Inc.7,474$5.81M3.2%-2.4%0.001%
4/30/2024 Arkadios Wealth Advisors3,911$3.04M0.2%+2.8%0.000%
4/30/2024 Thomas Story & Son LLC2,655$2.07M0.9%-2.7%0.000%
4/30/2024 Camden National Bank1,638$1.27M0.2%-4.7%0.000%
4/30/2024 Caprock Group LLC10,740$8.36M0.5%+8.1%0.001%
4/30/2024 Naples Global Advisors LLC13,328$10.37M1.1%-2.2%0.001%
4/30/2024 Perigon Wealth Management LLC38,966$30.31M0.9%-4.9%0.004%
4/30/2024 Hutchens & Kramer Investment Management Group LLC42,709$32.48M19.2%-2.7%0.004%
4/30/2024 Mayflower Financial Advisors LLC3,032$2.36M0.2%-3.4%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, 3,380 institutional investors and hedge funds held shares of Eli Lilly and Company. The most heavily invested institutionals were Lilly Endowment Inc. ($47.38B), Vanguard Group Inc. ($37.91B), PNC Financial Services Group Inc. ($27.82B), BlackRock Inc. ($22.52B), FMR LLC ($17.29B), State Street Corp ($15.89B), and Capital World Investors ($15.71B).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 2,939 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: Bank Julius Baer & Co. Ltd Zurich ($19.61M), Norges Bank ($10.28M), International Assets Investment Management LLC ($7.37M), Price T Rowe Associates Inc. MD ($4.47M), Mizuho Markets Americas LLC ($3.47M), Capital World Investors ($3.33M), and Vanguard Group Inc. ($2.88M).

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

Institutional investors have bought a total of 128,633,486 shares in the last 24 months. This purchase volume represents approximately $55.83B in transactions.

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

Of the 2,193 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), Lilly Endowment Inc. ($5.13M), Jennison Associates LLC ($4.39M), Primecap Management Co. CA ($3.02M), Wellington Management Group LLP ($2.73M), Price T Rowe Associates Inc. MD ($2.67M), and FMR LLC ($2.33M).

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

Institutional investors have sold a total of 134,718,977 shares in the last 24 months. This volume of shares sold represents approximately $58.55B in transactions.


This page (NYSE:LLY) was last updated on 5/2/2024 by MarketBeat.com Staff

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