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Eli Lilly & Co. shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $457k 598 763.59
2025-06-30 $401k 514 779.20
2025-03-31 $237k 287 826.64
2024-09-30 $221k 249 886.21
2024-06-30 $209k 268 777.96
2024-03-31 $209k 268 777.96

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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.