Security Name: ELI LILLY & CO
Ticker: LLY
Security Type: EQU
Exchange: US
CUSIP: 532457108

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $706.31B - 3,485 -
2024-09-30 $677.15B -4.1% 3,573 +2.5%
2024-12-31 $595.26B -12.1% 2,794 -21.8%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
LILLY ENDOWMENT INC $74800.6M 96,891K 100.0%
BEDEL FINANCIAL CONSULTING, INC. $274.4M 325K 38.1%
INDIE ASSET PARTNERS, LLC $46.2M 59K 36.3%
WILLIAMSON LEGACY GROUP, LLC $43.7M 56K 29.1%
PNC FINANCIAL SERVICES GROUP, INC. $39606.0M 51,303K 26.5%
HOLISTIC FINANCIAL PARTNERS $52.3M 67K 26.0%
CASCADE FINANCIAL PARTNERS, LLC $181.4M 234K 23.6%
WEATHERLY ASSET MANAGEMENT L. P. $224.4M 290K 19.9%
SAPIENT CAPITAL LLC $913.0M 1,182K 17.4%
PFM HEALTH SCIENCES, LP $230.6M 298K 14.3%
HEALTHINVEST PARTNERS AB $28.7M 37K 13.6%
OXFORD FINANCIAL GROUP, LTD. LLC $187.0M 242K 12.1%
GIMBAL FINANCIAL $14.0M 18K 11.4%
OAK GROVE CAPITAL LLC $74.2M 96K 11.1%
683 CAPITAL MANAGEMENT, LLC $177.6M 230K 11.0%
TRUST INVESTMENT ADVISORS $16.5M 21K 10.5%
SAGE ADVISORS, LLC $14.1M 18K 10.5%
PRIMECAP MANAGEMENT CO/CA/ $12936.1M 16,756K 10.0%
STYRAX CAPITAL, LP $110.1M 142K 9.3%
GOUWS CAPITAL LLC $13.5M 17K 9.3%
CHRONOS WEALTH MANAGEMENT, LLC $17.8M 23K 9.1%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO $9762.8M 12,646K 8.9%
ASSET PLANNING,INC $11.0M 14K 8.4%
TELLIGENT FUND, LP $8.5M 11K 8.1%
SYSTEMATIC ALPHA INVESTMENTS, LLC $215.6M 279K 7.9%

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