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Disclosery

LLY ELI LILLY & CO

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COM (common), issuer CIK 59478

3,854 managers (3,915 13F filers) reported a position in LLY shares at 2024-12-31, 781,627,337 shares in all. 153 filers opened a position and 198 filers sold out during the quarter.

Managers
3,854
13F filers
3,915
New
153
Added
1,534
Reduced
1,476
Sold out
198
Shares held by filers
781,627,337

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BROWN WEALTH MANAGEMENT, LLC1,679$1.3M0.46%-513F-HRTimeline
JMAC ENTERPRISES LLC1,674$1.29M0.2%-1213F-HRTimeline
Gratus Wealth Advisors, LLC1,674$1.29M0.21%-4713F-HRTimeline
Winthrop Advisory Group LLC1,673$1.29M0.15%+3513F-HRTimeline
Salvus Wealth Management, LLC1,670$1.29M0.82%+28113F-HRTimeline
SMART Wealth LLC1,670$1.29M0.46%+1,15413F-HRTimeline
BARINGS LLCin group BARINGS LLC1,669$1.29M0.03%+1,19413F-HRTimelineGroup
Ethos Financial Group, LLC1,662$1.29M0.17%+66413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,665$1.29M0.19%+62013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,663$1.28M0.12%+9913F-HRTimeline
Affiance Financial, LLC1,653$1.28M0.31%-27213F-HRTimeline
SEEDS INVESTOR LLC1,646$1.27M0.36%-6613F-HRTimeline
Lakeridge Wealth Management LLC1,645$1.27M0.66%-1013F-HRTimeline
FC Advisory LLC1,645$1.27M0.43%-213F-HRTimeline
Global Trust Asset Management, LLC1,643$1.27M0.48%-2513F-HRTimeline
Wealth Architects, LLC1,643$1.27M0.14%+52713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,638$1.26M0.54%-2613F-HRTimeline
Stockman Wealth Management, Inc.1,638$1.26M0.2%-2513F-HRTimeline
Murphy & Mullick Capital Management Corp1,637$1.26M1.16%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,632$1.26M0.18%+1013F-HRTimeline
Nicholas Wealth, LLC.1,580$1.26M0.69%+99913F-HRTimeline
Sulzberger Capital Advisors, Inc.1,632$1.26M1.44%13F-HRTimeline
Trail Ridge Investment Advisors, LLC1,631$1.26M0.6%+1813F-HRTimeline
Ceeto Capital Group, LLC1,630$1.26M0.46%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,628$1.26M0.33%+1,22113F-HRTimeline
HBW ADVISORY SERVICES LLC1,625$1.25M0.13%+4213F-HRTimeline
Vienna Asset Management LLC1,624$1.25M0.85%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,612$1.24M0.06%-1,02913F-HRTimelineGroup
TrinityPoint Wealth, LLC1,611$1.24M0.17%-8913F-HRTimeline
Sather Financial Group Inc1,610$1.24M0.08%-13113F-HRTimeline
Orion Capital Management LLC1,610$1.24M0.55%+4013F-HRTimeline
INVENIO WEALTH PARTNERS LLC1,609$1.24M0.52%+9813F-HRTimeline
Longview Financial Advisors, Inc.1,606$1.24M0.98%+813F-HRTimeline
Guerra Advisors Inc1,606$1.24M0.69%13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,605$1.24M0.5%new13F-HRTimeline
Smith Salley Wealth Management1,605$1.24M0.08%-2613F-HRTimeline
Full Sail Capital, LLC1,605$1.24M0.08%+5713F-HRTimeline
HMV Wealth Advisors, LLC1,604$1.24M1.24%13F-HRTimeline
Bank of Marin1,601$1.24M0.98%-6013F-HRTimeline
Prescott Group Capital Management, L.L.…1,600$1.24M0.17%013F-HR/ATimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/1,600$1.24M1.45%013F-HRTimeline
Merrion Investment Management Co, LLC1,600$1.24M0.86%-35013F-HRTimeline
Silver Lake Advisory, LLC1,598$1.23M0.54%-3913F-HRTimeline
Apella Capital, LLC1,598$1.23M0.05%-613F-HRTimeline
Foster Group, Inc.1,595$1.23M0.05%+3913F-HRTimeline
Continuum Advisory, LLC1,594$1.23M0.16%+9313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,590$1.23M0.38%-2413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,586$1.22M0.2%+16713F-HRTimeline
Amica Retiree Medical Trust1,585$1.22M1.16%-34513F-HRTimeline
First Affirmative Financial Network1,584$1.22M0.71%+8313F-HRTimeline
Park Square Financial Group, LLC1,577$1.22M0.84%13F-HRTimeline
Founders Financial Alliance, LLC1,577$1.22M0.33%-30913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,576$1.22M0.14%-14313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,576$1.22M0.47%013F-HRTimeline
CORDA Investment Management, LLC.1,569$1.21M0.1%+5413F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,568$1.21M0.31%+15513F-HRTimeline
WR Wealth Planners, LLC1,567$1.21M0.39%-14013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,565$1.21M0.13%new13F-HRTimeline
Piscataqua Savings Bank1,565$1.21M1.04%+76013F-HRTimeline
Global Financial Private Client, LLC1,564$1.21M0.45%-21213F-HRTimeline
Tyler-Stone Wealth Management1,564$1.21M0.21%+43913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,563$1.21M0.44%013F-HRTimelineGroup
May Hill Capital, LLC1,561$1.21M0.47%13F-HRTimeline
Cynosure Group, LLC1,560$1.2M0.18%-56213F-HRTimeline
Cornell Pochily Investment Advisors, In…1,559$1.2M0.42%+113F-HRTimeline
ORG Partners LLC1,556$1.2M0.16%+39713F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC1,557$1.2M1.19%13F-HRTimeline
Westbourne Investment Advisors, Inc.1,557$1.2M0.41%-6113F-HRTimeline
Perennial Investment Advisors, LLC1,557$1.2M0.14%+17213F-HRTimeline
FOSTER & MOTLEY INC1,556$1.2M0.08%+58413F-HRTimeline
Alan B Lancz & Associates, Inc.1,555$1.2M1.22%-17513F-HRTimeline
Unigestion Holding SA1,553$1.2M0.07%-21213F-HRTimeline
State of Wyoming1,552$1.2M0.15%+74713F-HRTimeline
Mechanics Financial Corp1,548$1.2M0.54%-1,00613F-HRTimeline
BRADY FAMILY WEALTH, LLC1,547$1.19M0.37%013F-HRTimeline
Balboa Wealth Partners1,545$1.19M0.27%-19713F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,543$1.19M0.89%-9513F-HRTimeline
Seascape Capital Management1,543$1.19M0.41%-7113F-HRTimeline
Persistent Asset Partners Ltd1,468$1.19M1.02%13F-HRTimeline
Sculati Wealth Management, LLC1,542$1.19M0.47%+14013F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC1,542$1.19M0.11%-3413F-HR/ATimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…1,540$1.19M0.69%new13F-HRTimelineGroup
Worth Asset Management, LLC1,539$1.19M0.63%-9113F-HRTimeline
Abundance Wealth Counselors1,539$1.19M0.26%+8313F-HRTimeline
BHK Investment Advisors, LLC1,538$1.19M0.45%-4813F-HRTimeline
Gleason Group, Inc.1,538$1.19M0.21%-71113F-HRTimeline
THOMPSON DAVIS & CO., INC.1,537$1.19M0.76%013F-HRTimeline
Valley Brook Capital Group, Inc.1,537$1.19M0.89%-1013F-HRTimeline
DOVER ADVISORS, LLC1,534$1.18M0.68%013F-HRTimeline
Mayfair Advisory Group, LLC1,533$1.18M0.7%+6413F-HRTimeline
Cherry Tree Wealth Management, LLC1,531$1.18M0.29%013F-HRTimeline
MRA Advisory Group1,530$1.18M0.63%+35113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,530$1.18M2.3%+15713F-HRTimeline
CHELSEA COUNSEL CO1,530$1.18M0.61%+10013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,530$1.18M0.66%013F-HRTimelineGroup
Future Financial Wealth Managment LLC1,528$1.18M0.86%013F-HRTimeline
Bay Capital Advisors, LLC1,527$1.18M0.95%13F-HRTimeline
ERn Financial, LLC1,526$1.18M0.18%+2713F-HRTimeline
Amplius Wealth Advisors, LLC1,526$1.18M0.12%+6113F-HRTimeline
Texas Capital Bancshares Inc/TX1,514$1.17M0.47%013F-HRTimeline
Zullo Investment Group, Inc.1,513$1.17M0.47%+3713F-HRTimeline
Canvas Wealth Advisors, LLC1,512$1.17M0.29%+9613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,512$1.17M0.6%-3213F-HRTimeline
Tevis Investment Management1,506$1.16M0.86%+58113F-HRTimeline
Wealth Group, Ltd.1,505$1.16M0.75%-4313F-HRTimeline
Financial Life Planners1,502$1.16M0.97%13F-HRTimeline
NWI MANAGEMENT LP1,500$1.16M0.09%new13F-HRTimeline
Jupiter Wealth Management LLC1,500$1.16M0.58%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,498$1.16M0.51%+4013F-HRTimeline
Bell Bank1,497$1.16M0.09%+513F-HRTimeline
Flaharty Asset Management, LLC1,494$1.15M0.17%+37813F-HRTimeline
Sterling Wealth Management, Inc.1,494$1.15M0.43%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,488$1.15M0.09%+9513F-HR/ATimeline
Fortitude Advisory Group L.L.C.1,487$1.15M0.69%+17813F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding1,487$1.15M+387Timeline
SignalPoint Asset Management, LLC1,482$1.14M0.28%-1813F-HRTimeline
Clarendon Private LLC1,481$1.14M1.2%13F-HRTimeline
Norman Fields, Gottscho Capital Managem…1,480$1.14M0.38%+2013F-HRTimeline
Beverly Hills Private Wealth, LLC1,480$1.14M0.23%-24113F-HRTimeline
Pine Harbor Wealth Management, LLC1,479$1.14M0.46%+213F-HRTimeline
O'ROURKE & COMPANY, Inc1,479$1.14M0.56%+2713F-HRTimeline
Sky Investment Group LLC1,478$1.14M0.21%-2513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,476$1.14M0.65%-12113F-HRTimeline
Evanson Asset Management, LLC1,476$1.14M0.08%-2913F-HRTimeline
Occidental Asset Management, LLC1,475$1.14M0.18%+1813F-HRTimeline
Financial Engines Advisors L.L.C.1,474$1.14M<0.01%-17513F-HRTimeline
Revolve Wealth Partners, LLC1,471$1.14M0.17%+4013F-HR/ATimeline
David J Yvars Group1,470$1.13M0.69%+4213F-HRTimeline
Freestone Grove Partners LP1,469$1.13M0.01%13F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,466$1.13M0.45%+8813F-HRTimeline
Hartford Funds Management Co LLC1,462$1.13M0.1%+4413F-HRTimeline
McLean Asset Management Corp1,462$1.13M0.34%-28413F-HRTimeline
Impact Capital Partners LLC1,461$1.13M0.4%13F-HRTimeline
Solstein Capital, LLC1,456$1.12M0.63%013F-HRTimeline
Darden Wealth Group Inc1,455$1.12M0.76%-6013F-HRTimeline
Financial Avengers, Inc.1,455$1.12M0.53%-4213F-HRTimeline
Legato Capital Management LLC1,454$1.12M0.15%-1,62313F-HRTimeline
Eagle Ridge Investment Management1,450$1.12M0.1%+15613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hobbs Wealth Management, LLC1,447$1.12M1.28%13F-HRTimeline
Horizon Investment Services, LLC1,444$1.11M0.47%-39213F-HRTimeline
Thrive Wealth Management, LLC1,443$1.11M0.2%-6313F-HRTimeline
Maiden Cove Capital, LLC1,439$1.11M1.04%-2413F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,383$1.11M0.91%13F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,430$1.1M0.09%013F-HRTimeline
Breed's Hill Capital LLC1,426$1.1M0.58%+96913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,426$1.1M0.65%13F-HRTimeline
TABR Capital Management, LLC1,425$1.1M0.96%13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,424$1.1M0.19%013F-HRTimeline
Paragon Capital Management Ltd1,422$1.1M0.22%+113F-HRTimeline
American Investment Services, Inc.1,418$1.09M0.19%-21013F-HR/ATimeline
IVC Wealth Advisors LLC1,418$1.09M0.61%-9413F-HRTimeline
CAMDEN NATIONAL BANK1,416$1.09M0.16%-17113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,412$1.09M0.08%-13113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,412$1.09M0.54%013F-HRTimeline
First Western Trust Bank1,409$1.09M0.05%-2513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,409$1.09M0.58%013F-HRTimeline
Athena Investment Management1,409$1.09M0.63%-413F-HRTimeline
MBL Wealth, LLC1,406$1.09M0.11%-2813F-HRTimeline
Physician Wealth Advisors, Inc.1,406$1.09M0.18%+26513F-HRTimeline
Fusion Capital, LLC1,402$1.08M0.44%-313F-HRTimeline
Allen Capital Group, LLC1,400$1.08M0.13%+53613F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,399$1.08M0.2%new13F-HRTimeline
Pacific Sage Partners, LLC1,397$1.08M0.25%013F-HRTimeline
MSH Capital Advisors LLC1,396$1.08M0.34%-4913F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC1,394$1.08M0.21%-3913F-HRTimeline
EWA, LLC1,392$1.07M0.4%+16513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,384$1.07M0.09%+113F-HRTimeline
MFA Wealth Services1,384$1.07M0.86%13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,377$1.06M0.29%-23713F-HRTimeline
Moment Partners, LLC1,377$1.06M0.2%13F-HRTimeline
Triumph Capital Management1,376$1.06M0.36%+18013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,355$1.06M0.22%-9413F-HRTimeline
Hudson Value Partners, LLC1,372$1.06M0.39%013F-HRTimeline
Tradition Wealth Management, LLC1,372$1.06M0.09%-3113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,369$1.06M0.29%-32313F-HRTimeline
Nabity-Jensen Investment Management Inc1,369$1.06M0.8%+16413F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,368$1.06M0.29%+20613F-HRTimeline
J.Safra Asset Management Corp1,364$1.06M0.09%+50513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,367$1.06M0.41%+23613F-HRTimeline
Pacific Sun Financial Corp1,365$1.05M0.57%-7513F-HRTimeline
Riverstone Advisors, LLC1,355$1.05M0.6%+513F-HRTimeline
Burns Matteson Capital Management, LLC1,354$1.05M0.59%-15613F-HRTimeline
Ariadne Wealth Management, LP1,203$1.05M0.48%+8213F-HRTimeline
RENASANT BANK1,351$1.04M0.68%-4513F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC1,350$1.04M0.21%+20013F-HRTimelineGroup
SEVEN MILE ADVISORY1,350$1.04M0.66%+5113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,347$1.04M0.06%-19513F-HRTimelineGroup
Wealth Management Partners, LLC1,347$1.04M0.45%+3413F-HRTimeline
Cassia Capital Partners, LLC1,343$1.04M0.66%+32913F-HRTimeline
Redmond Asset Management, LLC1,342$1.04M0.26%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,337$1.03M0.46%+57913F-HRTimeline
Greater Midwest Financial Group, LLC1,333$1.03M0.65%-2,74713F-HRTimeline
Provident Wealth Management, LLC1,332$1.03M0.34%-2313F-HRTimeline
Fire Capital Management LLC1,332$1.03M0.77%13F-HRTimeline
Arrowroot Family Office, LLC1,330$1.03M0.53%+113F-HRTimeline
Tributary Capital Management, LLC1,330$1.03M0.08%-5713F-HRTimeline
M.E. ALLISON & CO., INC.1,323$1.02M1.13%13F-HRTimeline
Paragon Private Wealth Management, LLC1,323$1.02M0.47%+8913F-HRTimeline
Pacific Point Advisors, LLC1,235$1.02M0.62%13F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,321$1.02M0.25%+95013F-HRTimeline