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Eli Lilly & Co. shares owned by Balance Wealth

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Eli Lilly & Co.

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All positions including Eli Lilly & Co. held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 311 764.06
2025-06-30 $291k 373 779.57
2025-03-31 $280k 339 825.25

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Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
Capital Research Global Investors
FMR
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3

View all funds holding Eli Lilly & Co.