Eli Lilly and Company (LLY) Institutional Ownership

$737.33
+3.82 (+0.52%)
(As of 04/29/2024 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)
2265
Total
Institutional Inflows
(last 12 months)
$40.35B
Number of
Institutional Sellers
(last 12 months)
1702
Total
Institutional Outflows
(last 12 months)
$43.74B
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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
4/29/2024Mn Services Vermogensbeheer B.V.326,588$254.07M1.8%-5.3%0.034%
4/29/2024Union Savings Bank2,353$1.83M1.0%-7.7%0.000%
4/29/2024RAM Investment Partners LLC527$410K0.1%N/A0.000%
4/29/2024Private Capital Advisors Inc.430,014$334.53M41.7%+2.1%0.045%
4/29/2024First National Bank & Trust Co. of Newtown3,484$2.71M0.5%-1.4%0.000%
4/29/2024China Universal Asset Management Co. Ltd.9,897$7.70M1.0%+19.6%0.001%
4/29/2024Argyle Capital Management Inc.14,033$10.92M4.2%-24.0%0.001%
4/29/2024Marks Group Wealth Management Inc552$430K0.0%-9.8%0.000%
4/29/2024HighMark Wealth Management LLC2,208$1.73M1.1%+9.6%0.000%
4/29/2024Newman Dignan & Sheerar Inc.1,395$1.09M0.3%-5.7%0.000%
4/29/2024Sycomore Asset Management12,731$9.70M2.1%+200.5%0.001%
4/29/2024Zweig DiMenna Associates LLC13,555$10.55M0.9%N/A0.001%
4/29/2024Baxter Bros Inc.1,958$1.52M0.2%-8.2%0.000%
4/27/2024 Riverwater Partners LLC995$774K0.6%N/A0.000%
4/27/2024 Weatherly Asset Management L. P.297,536$231.47M22.4%-0.3%0.031%
4/27/2024 James Hambro & Partners328$255K0.0%N/A0.000%
4/27/2024 Artemis Wealth Advisors LLC8,000$6.22M0.6%N/A0.001%
4/27/2024 Tenon Financial LLC2,317$1.80M1.5%N/A0.000%
4/27/2024 Guardian Financial Partners LLC999$778K0.5%+66.8%0.000%
4/27/2024 Vigilare Wealth Management2,850$2.22M1.1%-13.3%0.000%
4/27/2024 Nadler Financial Group Inc.2,457$1.91M0.2%+1.2%0.000%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC945$735K0.2%+2.2%0.000%
4/27/2024 Conning Inc.11,452$8.91M0.3%-7.2%0.001%
4/27/2024 Fonville Wealth Management LLC305$237K0.1%N/A0.000%
4/27/2024 Finer Wealth Management Inc.16,845$13.11M8.6%-4.5%0.002%
4/27/2024 Foster Victor Wealth Advisors LLC596$452K0.0%+38.6%0.000%
4/27/2024 K.J. Harrison & Partners Inc9,498$7.39M1.1%+66.5%0.001%
4/27/2024 Capital Performance Advisors LLP424$330K0.1%+13.7%0.000%
4/27/2024 McCollum Christoferson Group LLC496$386K0.1%+10.2%0.000%
4/27/2024 BayBridge Capital Group LLC703$514K0.4%-10.4%0.000%
4/26/2024 Pinnacle Associates Ltd.57,424$44.67M0.7%-1.5%0.006%
4/26/2024 Trueblood Wealth Management LLC898$699K0.4%+13.0%0.000%
4/26/2024 Securian Asset Management Inc.46,968$36.54M1.1%-7.1%0.005%
4/26/2024 Aspen Investment Management Inc1,102$857K0.4%+1.7%0.000%
4/26/2024 Triasima Portfolio Management inc.9,945$7.74M0.7%-24.2%0.001%
4/26/2024 Planned Solutions Inc.3,580$2.79M1.4%+4.5%0.000%
4/26/2024 UMB Bank n.a.124,191$96.62M1.5%-7.1%0.013%
4/26/2024 Narwhal Capital Management16,175$12.58M1.2%-14.6%0.002%
4/26/2024 MBA Advisors LLC590$459K0.2%-48.2%0.000%
4/26/2024 LifeSteps Financial Inc.299$233K0.2%N/A0.000%
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4/26/2024 Cottonwood Capital Advisors LLC471$354K0.3%-9.1%0.000%
4/26/2024 Highview Capital Management LLC DE 6,509$5.06M2.3%-3.0%0.001%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.800$622K0.5%-44.4%0.000%
4/26/2024 Northwest Bancshares Inc.5,844$4.55M0.7%+4.8%0.001%
4/26/2024 JNBA Financial Advisors629$489K0.1%+57.3%0.000%
4/26/2024 Yousif Capital Management LLC91,777$71.40M0.8%-4.1%0.010%
4/26/2024 Schmidt P J Investment Management Inc.19,297$15.01M2.8%-4.8%0.002%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA601$468K0.2%-4.1%0.000%
4/26/2024 YHB Investment Advisors Inc.631$491K0.0%-3.4%0.000%
4/26/2024 SlateStone Wealth LLC3,166$2.46M0.2%+1.1%0.000%
4/26/2024 ZWJ Investment Counsel Inc.6,345$4.94M0.2%+2.8%0.001%
4/26/2024 Coastline Trust Co20,904$16.26M2.0%+5.8%0.002%
4/26/2024 Opus Capital Group LLC1,120$871K0.1%-12.4%0.000%
4/26/2024 First National Trust Co29,608$23.03M0.9%+18.0%0.003%
4/26/2024 Sage Rhino Capital LLC2,119$1.65M0.4%+0.8%0.000%
4/26/2024 Guild Investment Management Inc.4,214$3.28M4.2%+1.7%0.000%
4/26/2024 McKinley Carter Wealth Services Inc.6,172$4.80M0.3%-18.4%0.001%
4/26/2024 Clear Creek Financial Management LLC3,140$2.44M0.3%+22.3%0.000%
4/26/2024 Quantum Financial Advisors LLC1,126$876K0.2%+1.6%0.000%
4/26/2024 Members Trust Co323$251K0.0%N/A0.000%
4/26/2024 Legacy Bridge LLC4,290$3.34M2.0%-19.3%0.000%
4/26/2024 SYSTM Wealth Solutions LLC2,078$1.62M0.2%+10.0%0.000%
4/26/2024 First Personal Financial Services241$187K0.0%-17.2%0.000%
4/26/2024 Sumitomo Life Insurance Co.24,503$18.12M0.4%+14.4%0.003%
4/26/2024 Pioneer Trust Bank N A OR9,165$7.13M2.0%+6.8%0.001%
4/26/2024 Chicago Partners Investment Group LLC18,904$14.10M0.6%-2.7%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.16,120$12.54M0.3%N/A0.002%
4/26/2024 Carr Financial Group Corp4,068$3.17M1.1%-7.3%0.000%
4/26/2024 MONECO Advisors LLC3,129$2.44M0.4%+3.2%0.000%
4/26/2024 LifePro Asset Management1,619$1.26M0.8%+18.4%0.000%
4/26/2024 TI Trust Inc.2,435$1.89M1.4%-35.8%0.000%
4/26/2024 Sigma Investment Counselors Inc.1,270$988K0.1%-42.1%0.000%
4/26/2024 KG&L Capital Management LLC4,511$3.51M1.4%+2.1%0.000%
4/26/2024 Verdence Capital Advisors LLC6,647$5.17M0.5%-2.8%0.001%
4/26/2024 Petredis Investment Advisors LLC11,373$8.85M1.1%+2.0%0.001%
4/26/2024 Financial Insights Inc.299$233K0.1%N/A0.000%
4/26/2024 Terra Nova Asset Management LLC5,105$3.97M3.2%-0.8%0.001%
4/26/2024 AJ Advisors LLC561$436K0.2%+7.3%0.000%
4/26/2024 Checchi Capital Advisers LLC10,866$8.45M0.7%+0.4%0.001%
4/26/2024 Latitude Advisors LLC1,290$1.00M0.6%+1.3%0.000%
4/26/2024 Tritonpoint Wealth LLC3,802$2.96M0.3%+3.9%0.000%
4/26/2024 Meridian Wealth Management LLC8,497$6.61M1.1%+22.8%0.001%
4/26/2024 Bogart Wealth LLC304$237K0.0%+5.2%0.000%
4/25/2024 Alta Capital Management LLC1,000$778K0.0%-60.0%0.000%
4/25/2024 Jacobsen Capital Management1,155$899K0.4%+2.3%0.000%
4/25/2024 Lindbrook Capital LLC6,294$4.90M0.5%+2.2%0.001%
4/25/2024 New York State Teachers Retirement System803,428$625.04M1.3%-3.5%0.085%
4/25/2024 Cardinal Strategic Wealth Guidance751$584K0.2%-10.9%0.000%
4/25/2024 WCM Investment Management LLC11,477$8.93M0.0%N/A0.001%
4/25/2024 Values Added Financial LLC292$227K0.2%N/A0.000%
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4/25/2024 Lodestar Private Asset Management LLC854$664K0.1%+11.1%0.000%
4/25/2024 Mendota Financial Group LLC278$216K0.1%-41.4%0.000%
4/25/2024 Human Investing LLC2,760$2.15M0.4%-0.8%0.000%
4/25/2024 Center for Financial Planning Inc.755$587K0.1%+59.6%0.000%
4/25/2024 TRUE Private Wealth Advisors8,985$6.99M0.8%-1.1%0.001%
4/25/2024 Adell Harriman & Carpenter Inc.7,136$5.55M0.5%+28.4%0.001%
4/25/2024 Ulland Investment Advisors LLC214$166K0.1%+7.0%0.000%
4/25/2024 Bank of New York Mellon Corp6,772,698$5.27B1.0%-8.3%0.713%
4/25/2024 Carmel Capital Partners LLC609$474K0.2%-14.2%0.000%
4/25/2024 Strategy Asset Managers LLC15,396$11.98M2.6%+1.8%0.002%
(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, 3,366 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 2,925 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 128,490,050 shares in the last 24 months. This purchase volume represents approximately $55.71B in transactions.

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

Of the 2,186 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 134,658,250 shares in the last 24 months. This volume of shares sold represents approximately $58.49B in transactions.


This page (NYSE:LLY) was last updated on 4/29/2024 by MarketBeat.com Staff

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