禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership60,031 shares
Latest Disclosed Value $ 55,215,146
AE Wealth Management LLC reports 33.30% decrease in ownership of LLY / Eli Lilly and Company

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 60,031 shares of Eli Lilly and Company (MX:LLY) valued at $55,215,146 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 89,997 shares of Eli Lilly and Company. This represents a change in shares of -33.30% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ELI LILLY COM 532457108 60,031 -29,966 -33.30 55,215 -42.91 0.0088
2026-01-26 2025-12-31 13F ELI LILLY COM 532457108 89,997 3,562 4.12 96,721 46.65 0.5551
2025-11-03 2025-09-30 13F ELI LILLY COM 532457108 86,435 18,200 26.67 65,952 23.99 0.4204
2025-08-06 2025-06-30 13F ELI LILLY COM 532457108 68,235 5,592 8.93 53,193 2.81 0.3888
2025-05-06 2025-03-31 13F ELI LILLY COM 532457108 62,643 -4,564 -6.79 51,739 -0.28 0.4351
2025-02-13 2024-12-31 13F ELI LILLY COM 532457108 67,207 -6,011 -8.21 51,885 -20.01 0.4402
2024-11-14 2024-09-30 13F ELI LILLY COM 532457108 73,218 9,605 15.10 64,868 12.63 0.5885
2024-08-12 2024-06-30 13F ELI LILLY COM 532457108 63,613 6,647 11.67 57,593 29.96 0.5761
2024-05-15 2024-03-31 13F ELI LILLY COM 532457108 56,966 -34,821 -37.94 44,318 -24.47 0.5009
2024-02-14 2023-12-31 13F ELI LILLY COM 532457108 91,787 9,161 11.09 58,675 32.21 0.2996
2023-10-11 2023-09-30 13F ELI LILLY COM 532457108 82,626 -305 -0.37 44,381 14.11 0.2652
2023-07-10 2023-06-30 13F LILLY ELI COM 532457108 82,931 26,195 46.17 38,893 99.62 0.2338
2023-04-14 2023-03-31 13F LILLY ELI COM 532457108 56,736 12,694 28.82 19,484 20.93 0.1254
2023-01-31 2022-12-31 13F LILLY ELI COM 532457108 44,042 2,598 6.27 16,112 20.23 0.1165
2022-10-25 2022-09-30 13F LILLY ELI COM 532457108 41,444 6,056 17.11 13,401 16.79 0.1063
2022-08-03 2022-06-30 13F LILLY ELI COM 532457108 35,388 1,790 5.33 11,474 19.26 0.0918
2022-04-18 2022-03-31 13F LILLY ELI COM 532457108 33,598 526 1.59 9,621 5.32 0.0660
2022-01-20 2021-12-31 13F LILLY ELI COM 532457108 33,072 5,896 21.70 9,135 45.48 0.0637
2021-11-01 2021-09-30 13F LILLY ELI COM 532457108 27,176 1,586 6.20 6,279 6.91 0.0517
2021-07-21 2021-06-30 13F LILLY ELI COM 532457108 25,590 4,120 19.19 5,873 46.42 0.0513
2021-04-27 2021-03-31 13F LILLY ELI COM 532457108 21,470 2,832 15.19 4,011 27.45 0.0405
2021-02-01 2020-12-31 13F LILLY ELI COM 532457108 18,638 1,015 5.76 3,147 20.62 0.0357
2020-11-06 2020-09-30 13F LILLY ELI COM 532457108 17,623 3,390 23.82 2,609 11.64 0.0372
2020-08-05 2020-06-30 13F LILLY ELI COM 532457108 14,233 -7,293 -33.88 2,337 -21.73 0.0361
2020-05-07 2020-03-31 13F LILLY ELI COM 532457108 21,526 2,900 15.57 2,986 21.98 0.0686
2020-01-15 2019-12-31 13F LILLY ELI COM 532457108 18,626 3,906 26.54 2,448 48.72 0.0531
2019-11-05 2019-09-30 13F LILLY ELI COM 532457108 14,720 999 7.28 1,646 8.29 0.0476
2019-07-22 2019-06-30 13F LILLY ELI COM 532457108 13,721 6,734 96.38 1,520 67.59 0.0457
2019-05-14 2019-03-31 13F LILLY ELI COM 532457108 6,987 2,107 43.18 907 60.53 0.0630
2019-02-14 2018-12-31 13F LILLY ELI COM 532457108 4,880 -63 -1.27 565 6.60 0.0967
2018-11-13 2018-09-30 13F LILLY ELI COM 532457108 4,943 4,943 530 0.0292
2018-08-14 2018-06-30 13F LILLY ELI COM 532457108 0 -13,615 -100.00 0 -100.00
2018-05-14 2018-03-31 13F LILLY ELI COM 532457108 13,615 13,615 1,053 0.0813
2018-02-06 2017-12-31 13F LILLY ELI COM 532457108 0 -13,759 -100.00 0 -100.00
2017-11-08 2017-09-30 13F LILLY ELI COM 532457108 13,759 378 2.82 1,177 6.90 0.1092
2017-08-11 2017-06-30 13F LILLY ELI COM 532457108 13,381 730 5.77 1,101 3.48 0.1314
2017-05-10 2017-03-31 13F LILLY ELI COM 532457108 12,651 991 8.50 1,064 24.01 0.1972
2017-02-14 2016-12-31 13F LILLY ELI COM 532457108 11,660 11,660 858 0.3475
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.