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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
2024-09-30 $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
T. Rowe Price Associates
PRIMECAP Management Company
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Jennison Associates
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Eli Lilly & Co.