13F

Stock

Eli Lilly & Co

LLY · held by 33 managers

Reported value

$2.64B

Holders

33

+2 new · −0 exited

Holders’ est. mark

−$320.5M

Price effect on 20 books still in the name

Largest holder

$1.21B

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.57M$1.21B−$178MCut−$172.3M
DANSKE BANK A/S613.1K$473.3M−$67.8MCut−$54.2M
ONTARIO TEACHERS PENSION PLAN BOARD310K$239.4MNew
Employees Provident Fund Board272.6K$210.5M−$16.3MAdded$83.8M
Marex Group plc223.7K$172.7M−$16.9MAdded$41.4M
Swiss Life Asset Management Ltd196.2K$151.4M−$16.2MAdded$25.6M
Henshaw Capital LLC117.8K$90.9M−$13.4MCut−$13.4M
AEGON ASSET MANAGEMENT UK Plc75.3K$58.2M−$8.5MCut−$11M
CHESAPEAKE ASSET MANAGEMENT LLC8.86K$6.84M−$1.01MCut−$1.66M
Leonteq Securities AG6.46K$4.99M−$735.8KCut−$1.53M
Finivi Inc.4.61K$3.56M−$525.4KCut−$558.2K
ELEVATION POINT WEALTH PARTNERS, LLC4.03K$3.11M−$458.9KCut−$458.9K
Millennium Capital Advisors, LLC3.9K$3.01M−$437.4KCut−$394.9K
Evelyn Partners Investment Management LLP3.86K$2.98MHeld
Burton Enright Welch3.63K$2.8M−$413.5KCut−$411.1K
Aventura Private Wealth, LLC1.96K$1.51MHeld
Maxele Advisors, LLC1.73K$1.34M$590KAdded$911.9K
Peak Planning Group, LLC1.25K$961.3K−$165.9KCut−$174.1K
Ransom Advisory, Ltd1.2K$923.3K−$83.3KAdded$275.7K
National Philanthropic Trust991$765.1K−$73.1KAdded$196.3K
Roehl & Yi Investment Advisors, LLC838$647KHeld
Evelyn Partners Investment Management Services Ltd817$630.7KHeld
Severin Investments, LLC660$509.4KHeld
Prestige Wealth Management Group LLC606$467.9K−$67.6KCut−$58.4K
Norris Financial Group, LLC381$294.1K−$43.4KCut−$121.4K
BRIGHTON SECURITIES CORP.360$277.9KHeld
Saranac Partners Ltd316$244KNew
Stark Wealth Management LLC312$240.9KHeld
Medallion Wealth Advisors, LLC262$202.3KHeld
BROADWATER CAPITAL MANAGEMENT LLC50$38.8K−$5.66KCut−$5.66K
Clark Wealth Partners40$30.9KHeld
Catherine Avery Investment Management LLC15$11.6KHeld
Evelyn Partners Asset Management Ltd5$3.86KHeld

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.