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Disclosery

LLY ELI LILLY & CO

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COM (common), issuer CIK 59478

3,870 managers (3,929 13F filers) reported a position in LLY shares at 2025-03-31, 835,302,940 shares in all. 199 filers opened a position and 169 filers sold out during the quarter.

Managers
3,870
13F filers
3,929
New
199
Added
1,799
Reduced
1,413
Sold out
169
Shares held by filers
835,302,940

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
West Oak Capital, LLC5,391$44.5K1.72%-37113F-HRTimeline
Creative Capital Management Investments…52$42.9K0.02%013F-HRTimeline
St. Johns Investment Management Company…51$42.1K0.02%013F-HRTimeline
Western Pacific Wealth Management, LP50$41.5K0.04%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …48$39.6K0.01%13F-HRTimelineGroup
West Financial Advisors, LLC46$38K0.01%013F-HRTimeline
WealthTrak Capital Management LLC42$34.7K0.03%+1713F-HRTimeline
Citizens National Bank Trust Department42$34.7K0.01%+2713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.40$33K0.02%013F-HRTimeline
Manitou Investment Management Ltd.40$33K0.01%013F-HRTimeline
Painted Porch Advisors LLC35$28.9K0.01%-313F-HRTimeline
Reyes Financial Architecture, Inc.34$28.1K0.02%+313F-HRTimeline
Wealth Preservation Advisors, LLC33$27.4K0.02%13F-HRTimeline
PROFFITT & GOODSON INC33$27.3K<0.01%013F-HRTimeline
Breakwater Investment Management33$27.3K0.01%013F-HRTimeline
Clark Wealth Partners32$26.4K0.02%-813F-HRTimeline
WestEnd Advisors, LLC31$25.6K<0.01%+2113F-HRTimeline
Copia Wealth Management31$25.6K0.02%+613F-HRTimeline
Blume Capital Management, Inc.30$24.8K0.01%+513F-HRTimeline
Tidemark, LLC30$24.8K0.01%-2513F-HRTimeline
Longview Financial Advisors LLC30$24.8K0.02%013F-HRTimeline
10Elms LLP30$24.8K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC26$21.6K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.25$20.6K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC24$19.7K0.02%+713F-HRTimeline
Greenline Partners, LLC23$19K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.25$19K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC25$18.8K0.02%+613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…22$18.2K0.01%+1113F-HRTimeline
DecisionPoint Financial, LLC21$17.4K0.01%+513F-HRTimeline
MorganRosel Wealth Management, LLC21$17.3K0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…19$15.7K0.01%013F-HRTimeline
Compass Planning Associates Inc19$15.7K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS18$14.9K0.01%new13F-HRTimeline
Resolute Advisors LLC18$14.9K<0.01%-34313F-HRTimeline
ROSS\JOHNSON & Associates LLC18$14.9K0.26%+113F-HRTimeline
Davis Capital Management16$13.2K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…15$12.4K<0.01%-1,54813F-HRTimelineGroup
JDM Financial Group LLC15$12.4K0.01%013F-HRTimeline
Catherine Avery Investment Management L…15$12.4K0.01%013F-HRTimeline
New England Capital Financial Advisors …14$11.8K0.01%013F-HRTimeline
Strengthening Families & Communities, L…13$11.8K0.01%-9313F-HRTimeline
Pacific Center for Financial Services14$11.6K<0.01%-113F-HRTimeline
PayPay Securities Corp13$10.8K0.62%-613F-HRTimeline
ROGCO, LP12$9.91K<0.01%013F-HRTimeline
Redwood Park Advisors LLC11$9.09K0.01%013F-HRTimeline
Bare Financial Services, Inc11$9.09K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.11$9.09K0.01%013F-HRTimeline
STEPH & CO10$8.26K<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$8.26K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.9$7.43K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…8$6.61K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7$5.78K<0.01%013F-HRTimelineGroup
Red Tortoise LLC7$5.78K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC6$4.96K<0.01%013F-HRTimeline
Pandora Wealth, Inc.6$4.96K<0.01%13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC5$4.13K<0.01%013F-HRTimeline
Fairway Wealth LLC5$4.13K<0.01%+213F-HRTimeline
Transce3nd, LLC5$4.13K<0.01%-8213F-HRTimeline
Ball & Co Wealth Management Inc.5$4K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC4$3.3K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.4$3.3K<0.01%013F-HRTimeline
Westend Capital Management, LLC3$2.48K<0.01%-1513F-HRTimeline
Bear Mountain Capital, Inc.2$1.78K<0.01%new13F-HRTimeline
Perritt Capital Management Inc2$1.65K<0.01%013F-HRTimeline
Richardson Capital Management LLC1$826<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC1$826<0.01%013F-HRTimeline
Demars Financial Group, LLC619,518$7500.11%+100,65413F-HRTimeline
Altshuler Shaham Ltd19,207$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,30313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.