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Eli Lilly & Co. shares owned by Synergy Financial Group

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

Historical chart of Synergy Financial Group investment in Eli Lilly & Co.

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

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Quarterly reported holdings in Eli Lilly & Co. by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $338k 282 1199.43
2026-03-31 $244k 265 919.77
2025-12-31 $245k 228 1074.68

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Top funds holding Eli Lilly & Co.

Lilly Endowment
BlackRock
Vanguard Capital Management
Pnc Financial Services
State Street Corporation
FMR
Capital Research Global Investors
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
T. Rowe Price Associates
Wellington Management Company
Bank of America Corporation
State Farm Mutual Automobile Insurance Company

View all funds holding Eli Lilly & Co.