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Eli Lilly & Co. shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Eli Lilly & Co.

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

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Quarterly reported holdings in Eli Lilly & Co. by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 2.4k 771.87
2024-09-30 $1.9M 2.2k 885.75
2024-06-30 $418k 462 905.19
2024-03-31 $329k 422 778.52

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

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.