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Eli Lilly & Co. shares owned by Heritage Wealth Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Heritage Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $774k 1.0k 771.92
2024-09-30 $862k 973 886.13
2024-06-30 $1.2M 1.3k 905.10

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Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
FMR
T. Rowe Price Associates
Capital World Investors
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Wellington Management Company
Capital Research Global Investors

View all funds holding Eli Lilly & Co.