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Eli Lilly & Co. shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 1.8k 762.95
2025-06-30 $1.5M 1.9k 779.37
2025-03-31 $1.7M 2.0k 825.92
2024-12-31 $1.5M 2.0k 772.13
2024-09-30 $1.7M 2.0k 885.98
2024-06-30 $1.7M 1.9k 905.30

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Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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.