Skip to content
Disclosery

LLY ELI LILLY & CO

Follow

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
Summit X, LLC3,706$2.87M0.64%+8013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,711$2.86M0.27%-4613F-HRTimeline
Integrated Investment Consultants, LLC3,708$2.86M0.59%-690,45913F-HR/ATimeline
RF&L WEALTH MANAGEMENT, LLC3,704$2.86M2.02%013F-HRTimeline
Triangle Securities Wealth Management3,694$2.85M0.73%-18813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealth Management Associates, Inc.3,689$2.85M1.22%-2113F-HRTimeline
VeraBank, N.A.3,689$2.85M0.8%+2313F-HRTimeline
Pines Wealth Management, LLC3,549$2.84M1.24%13F-HRTimeline
Clean Yield Group3,656$2.82M0.9%+3713F-HRTimeline
Convergence Financial, LLC3,652$2.82M0.56%+5613F-HRTimeline
Carr Financial Group Corp3,649$2.82M0.89%-1113F-HRTimeline
WILKINS INVESTMENT COUNSEL INC3,648$2.82M0.41%+60413F-HRTimeline
Brentview Investment Management LLC3,646$2.81M1.6%13F-HRTimeline
Secure Asset Management, LLC3,645$2.81M0.43%+1,68913F-HRTimeline
Oxford Wealth Group, LLC3,636$2.81M1.81%+22013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,635$2.81M1.1%-2813F-HRTimeline
Royal Capital Wealth Management, LLC3,634$2.81M1.97%+1513F-HRTimeline
Burton Enright Welch3,632$2.8M0.59%+313F-HRTimeline
PFG Advisors3,632$2.8M0.17%+21513F-HRTimeline
BSW Wealth Partners3,631$2.8M0.41%+39513F-HRTimeline
LITTLE HOUSE CAPITAL LLC3,625$2.8M0.8%-1913F-HRTimeline
OPINICUS CAPITAL, INC.3,624$2.8M2.35%-8313F-HRTimeline
Nelson Capital Management, LLC3,622$2.8M0.46%+3,29613F-HRTimeline
First Citizens Financial Corp3,613$2.79M1.51%+513F-HRTimeline
Jain Global LLC3,589$2.77M0.08%13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,588$2.77M0.22%+1,30813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,584$2.77M0.12%-25513F-HRTimeline
Ellevest, Inc.3,579$2.76M0.16%-22113F-HRTimeline
Kuhn & Co Investment Counsel3,576$2.76M2.35%-9513F-HRTimeline
PATRON PARTNERS, LLC3,561$2.75M1.49%+2813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,557$2.75M0.11%+87113F-HRTimelineGroup
VestGen Investment Management3,538$2.73M0.75%-6313F-HRTimeline
Claro Advisors Inc.3,529$2.72M0.37%-68513F-HRTimeline
Guild Investment Management, Inc.3,527$2.72M2.96%+7813F-HRTimeline
Wealth Dimensions Group, Ltd.3,518$2.72M0.67%+26013F-HRTimeline
Capital Market Strategies LLC3,518$2.72M1.56%+4813F-HRTimeline
Sompo Asset Management Co., Ltd.3,510$2.71M0.46%-47013F-HRTimeline
1834 INVESTMENT ADVISORS CO3,501$2.7M0.34%-3713F-HRTimeline
Glen Eagle Advisors, LLC3,499$2.7M0.45%+2013F-HRTimeline
MJP ASSOCIATES INC /ADV3,497$2.7M0.49%+21713F-HRTimeline
Nutshell Asset Management Ltd3,490$2.69M1.7%13F-HRTimeline
J. Stern & Co. LLP3,485$2.69M0.25%+67313F-HRTimeline
True North Advisors, LLC3,483$2.69M0.63%+25813F-HRTimeline
Ironwood Investment Counsel, LLC3,477$2.68M0.46%+513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,465$2.67M1.58%13F-HRTimeline
GraniteShares Advisors LLC3,462$2.67M1.69%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,457$2.67M0.04%+1,67213F-HRTimelineGroup
HERBST GROUP, LLC3,451$2.66M1.66%-4,16313F-HRTimeline
Probity Advisors, Inc.3,445$2.66M0.51%-21313F-HRTimeline
DOHENY ASSET MANAGEMENT /CA3,433$2.65M1.98%-53713F-HRTimeline
Aureus Asset Management, LLC3,429$2.65M0.17%-213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,425$2.64M0.44%-23713F-HRTimeline
Linscomb Wealth, Inc.3,424$2.64M0.13%+15413F-HRTimeline
Beacon Bank & Trust3,424$2.64M0.61%+3213F-HRTimeline
IFC Advisors LLC3,415$2.64M0.57%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,414$2.64M0.2%-33113F-HRTimelineGroup
TFG Advisers LLC3,411$2.63M0.95%+7713F-HRTimeline
Pure Financial Advisors, LLC3,407$2.63M0.06%+1,05813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,406$2.63M0.94%-14613F-HRTimeline
Guardian Asset Advisors, LLC3,398$2.62M1.68%-2513F-HRTimeline
Van Cleef Asset Management,Inc3,396$2.62M0.29%-21513F-HRTimeline
Legacy Wealth Asset Management, LLC3,390$2.62M0.71%-18513F-HRTimeline
Sippican Capital Advisors3,390$2.62M1.91%-5413F-HRTimeline
Legacy Bridge, LLC3,388$2.62M1.36%-1913F-HRTimeline
COUNTRY CLUB BANK3,378$2.61M0.17%+72013F-HRTimeline
Owen LaRue, LLC3,386$2.61M1.37%-41113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…3,384$2.61M0.55%013F-HRTimeline
McAdam, LLC3,377$2.61M0.14%+22713F-HRTimeline
Olistico Wealth, LLC3,369$2.6M1.51%-28813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,369$2.6M0.19%-19513F-HRTimeline
EFG Asset Management (North America) Co…3,364$2.6M0.35%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,365$2.6M0.35%+1,65513F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,365$2.6M0.53%013F-HRTimeline
Main Street Research LLC3,363$2.6M0.16%+6113F-HRTimeline
SEARLE & CO.3,355$2.59M0.75%-13013F-HRTimeline
Marcum Wealth, LLC3,353$2.59M0.22%+20913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,352$2.59M0.85%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,346$2.58M0.22%-86613F-HRTimeline
Semus Wealth Partners LLC3,333$2.57M1.7%+23213F-HRTimeline
BURNS J W & CO INC/NY3,331$2.57M0.33%-14413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,330$2.57M0.42%-2,03513F-HRTimelineGroup
KKM Financial LLC3,327$2.57M1.07%+38613F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,309$2.55M0.07%-613F-HRTimeline
Wolf Group Capital Advisors5,440$2.55M1.24%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,302$2.55M0.5%+56213F-HRTimeline
Fortitude Family Office, LLC3,294$2.54M0.91%+91213F-HRTimeline
B & T Capital Management DBA Alpha Capi…3,289$2.54M0.47%+21613F-HRTimeline
City State Bank3,286$2.54M0.89%+15913F-HRTimeline
Keystone Financial Group3,213$2.53M0.25%-1,58613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,278$2.53M0.76%+1,23413F-HRTimeline
SlateStone Wealth, LLC3,275$2.53M0.25%+13113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC3,272$2.53M1.2%-4913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,271$2.53M0.15%+913F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,267$2.52M0.01%013F-HRTimeline
Biltmore Family Office, LLC3,267$2.52M0.42%-2613F-HRTimeline
Hanson & Doremus Investment Management3,262$2.52M0.39%-14513F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.3,258$2.52M1.49%-11013F-HRTimeline
Castle Rock Wealth Management, LLC2,975$2.51M0.6%+7313F-HRTimeline
Bangor Savings Bank3,253$2.51M0.24%-413F-HRTimeline
Chesapeake Wealth Management3,253$2.51M0.86%-17713F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP3,250$2.51M0.45%-1,14213F-HRTimeline
Prosperitas Financial LLC3,249$2.51M1.27%+16013F-HRTimeline
Accredited Investors Inc.3,246$2.51M0.15%+4313F-HRTimeline
BARR E S & CO3,246$2.51M0.15%-2913F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,244$2.5M0.02%-6013F-HRTimelineGroup
GC Wealth Management RIA, LLC3,244$2.5M0.44%-1013F-HRTimeline
SFE Investment Counsel3,241$2.5M0.53%+2,79113F-HRTimeline
Regal Investment Advisors LLC3,238$2.5M0.19%-1,35013F-HRTimeline
PSI Advisors, LLC3,235$2.5M0.74%+32713F-HRTimeline
Ifrah Financial Services, Inc.3,235$2.5M0.69%-10213F-HRTimeline
LMR Partners LLPin group LMR Partners LLP3,233$2.5M0.04%-1,03513F-HRTimelineGroup
MEANS INVESTMENT CO., INC.3,221$2.49M0.26%+20513F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,216$2.48M0.95%13F-HRTimeline
Stablepoint Partners, LLC3,212$2.48M0.46%-12713F-HRTimeline
Campion Asset Management3,207$2.48M1.87%-13313F-HRTimeline
Reliant Investment Partners, LLC3,207$2.48M2.19%13F-HRTimeline
Consilium Wealth Advisory, LLC3,200$2.47M1.18%-78213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,197$2.47M0.64%+2,73813F-HR/ATimeline
High Note Wealth, LLC3,194$2.47M0.64%+613F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …3,192$2.46M0.8%+1313F-HRTimeline
Private Portfolio Partners LLC3,189$2.46M0.45%+45913F-HRTimeline
Congress Park Capital LLC3,184$2.46M0.89%-2413F-HRTimeline
Optimist Retirement Group LLC3,182$2.46M1.16%+1813F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors3,181$2.46M1.33%13F-HRTimelineGroup
Mayflower Financial Advisors, LLC3,177$2.45M0.37%+4213F-HRTimeline
River Street Advisors LLC3,169$2.45M1.25%+2013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,154$2.43M0.15%-42013F-HRTimelineGroup
Quotient Wealth Partners, LLC3,154$2.43M0.08%+14513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,149$2.43M0.37%-1,24313F-HR/ATimeline
D L CARLSON INVESTMENT GROUP INC3,140$2.42M0.43%-3513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,137$2.42M0.15%-13013F-HRTimeline
KPP Advisory Services LLC3,132$2.42M0.57%+10113F-HRTimeline
Barden Capital Management, Inc.3,117$2.41M2.06%+4713F-HRTimeline
CHB Investment Group, LLC3,116$2.41M1.31%-413F-HRTimeline
Deseret Mutual Benefit Administrators3,107$2.4M1.18%+11213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,702$2.39M0.21%013F-HRTimeline
Rockline Wealth Management, LLC3,097$2.39M0.64%+15013F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,095$2.39M0.27%-3713F-HRTimeline
Crown Wealth Group, LLC3,095$2.39M0.97%+5413F-HRTimeline
Lumbard & Kellner, LLC3,093$2.39M1.03%013F-HRTimeline
Rockingstone Advisors LLC3,088$2.38M1.05%+2,78313F-HRTimeline
LRI Investments, LLC3,087$2.38M0.23%-21913F-HRTimeline
Warther Private Wealth, LLC3,086$2.38M0.81%+613F-HRTimeline
IFG Advisory, LLC3,086$2.38M0.14%+28813F-HRTimeline
FCG Investment Co3,085$2.38M1.45%+29413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,082$2.38M1.07%13F-HRTimeline
Riggs Asset Managment Co. Inc.3,070$2.38M0.63%+313F-HRTimeline
Capitol Family Office, Inc.3,064$2.37M3.16%-12713F-HRTimeline
Alta Wealth Advisors LLC3,061$2.36M1.03%+1613F-HRTimeline
Hudock, Inc.3,046$2.35M0.41%+24913F-HRTimeline
Taylor Financial Group, Inc.3,041$2.35M1.63%-9713F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.3,037$2.35M0.71%+813F-HRTimeline
Cairn Investment Group, Inc.3,035$2.34M1.38%-49513F-HRTimeline
Relyea Zuckerberg Hanson LLC3,033$2.34M0.31%+32313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC3,029$2.34M0.43%+85213F-HRTimelineGroup
Chapman Investment Management, LLC3,028$2.34M1.74%+21813F-HRTimeline
Community Bank, N.A.3,020$2.33M0.3%-10313F-HRTimeline
New Covenant Trust Company, N.A.3,011$2.33M2.31%-19213F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC3,017$2.33M0.01%-13,25513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,017$2.33M2.65%13F-HRTimeline
Nikulski Financial, Inc.3,012$2.33M0.68%+14313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,010$2.32M0.09%+9213F-HRTimeline
Keel Point, LLC3,001$2.32M0.19%+10413F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,000$2.32M0.02%new13F-HRTimeline
Avanza Fonder AB3,000$2.32M0.07%13F-HRTimeline
Alteri Wealth LLC2,991$2.31M0.64%13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,986$2.31M1.73%+213F-HRTimeline
Farmers National Bank2,984$2.3M0.67%13F-HRTimeline
WealthShield Partners, LLC2,981$2.3M0.33%-67713F-HRTimeline
MRP Capital Investments, LLC2,977$2.3M2.09%+20013F-HRTimeline
WRAPMANAGER INC2,976$2.3M0.59%+42513F-HRTimeline
Souders Financial Advisors2,968$2.29M0.32%-21913F-HRTimeline
SG Americas Securities, LLC2,966$2.29M0.01%-43,20613F-HRTimeline
Legacy Financial Advisors, Inc.2,954$2.28M0.38%-6213F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC2,950$2.28M0.54%new13F-HRTimeline
SFMG, LLC2,945$2.27M0.18%-4513F-HRTimeline
SCHOLTZ & COMPANY, LLC2,935$2.27M1.08%-2813F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC2,934$2.27M0.33%+2613F-HRTimeline
Northwest Quadrant Wealth Management, L…2,929$2.26M0.51%+213F-HRTimeline
Capital Investment Counsel, LLC2,929$2.26M0.38%-713F-HRTimeline
Sonora Investment Management Group, LLC2,923$2.26M0.17%-4213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,921$2.26M0.14%-8013F-HRTimeline
BLB&B Advisors, LLC2,920$2.25M0.12%-17213F-HRTimeline
BFSG, LLC2,917$2.25M0.26%+27213F-HRTimeline
Opus Capital Group, LLC2,914$2.25M0.29%-6,19513F-HRTimeline
Greenwich Wealth Management LLC2,911$2.25M0.16%+6413F-HRTimeline
GPS Wealth Strategies Group, LLC2,912$2.25M0.29%+8213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,913$2.25M0.04%+2,04313F-HRTimelineGroup
WMS Partners, LLC2,908$2.24M0.13%+35513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,900$2.24M0.56%+4213F-HRTimeline
RD Lewis Holdings, Inc.2,545$2.24M2.46%13F-HRTimeline
Patten Group, Inc.2,893$2.23M0.49%-6713F-HRTimeline
LVW Advisors, LLC2,890$2.23M0.27%-40913F-HRTimeline
Gold Investment Management Ltd.2,887$2.23M0.94%013F-HRTimeline
Breakwater Capital Group2,881$2.22M0.44%-19313F-HRTimeline
Strategies Wealth Advisors, LLC2,546$2.22M0.28%new13F-HRTimeline
CHILTON INVESTMENT CO INC.2,879$2.22M0.06%+4213F-HRTimeline
United Bank2,878$2.22M0.94%-75713F-HRTimeline
Capital Planning Advisors, LLC2,871$2.22M0.34%+1,37913F-HRTimeline
DF DENT & CO INC2,866$2.21M0.03%-42213F-HRTimeline