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Eli Lilly & Co. shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $952k 1.1k 885.94
2024-06-30 $976k 1.1k 905.38
2024-03-31 $885k 1.1k 777.96
2023-12-31 $660k 1.1k 582.92

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Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
International Assets Investment Management
Bank of America Corporation
Jennison Associates
Bank of New York Mellon

View all funds holding Eli Lilly & Co.