禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership46,965 shares
Latest Disclosed Value $ 48,926,424
Equitable Holdings, Inc. reports 33.45% increase in ownership of LLY / Eli Lilly and Company

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 46,965 shares of Eli Lilly and Company (MX:LLY) valued at $48,926,424 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 35,192 shares of Eli Lilly and Company. This represents a change in shares of 33.45% 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.

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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)
2026-05-15 2026-03-31 13F ELI LILLY COM 532457108 46,965 11,773 33.45 48,926 29.37 0.2746
2026-02-17 2025-12-31 13F ELI LILLY COM 532457108 35,192 5,191 17.30 37,820 65.22 0.2586
2025-11-14 2025-09-30 13F ELI LILLY COM 532457108 30,001 -55 -0.18 22,891 -2.30 0.1683
2025-08-15 2025-06-30 13F ELI LILLY COM 532457108 30,056 3,093 11.47 23,430 5.21 0.1931
2025-05-13 2025-03-31 13F ELI LILLY COM 532457108 26,963 737 2.81 22,269 9.99 0.2114
2025-02-12 2024-12-31 13F ELI LILLY COM 532457108 26,226 10,635 68.21 20,246 46.58 0.1927
2024-11-14 2024-09-30 13F ELI LILLY COM 532457108 15,591 1,034 7.10 13,813 4.80 0.1337
2024-08-14 2024-06-30 13F ELI LILLY COM 532457108 14,557 633 4.55 13,180 21.67 0.1386
2024-05-14 2024-03-31 13F ELI LILLY COM 532457108 13,924 2,965 27.06 10,832 69.57 0.1220
2024-02-13 2023-12-31 13F ELI LILLY COM 532457108 10,959 1,464 15.42 6,388 25.25 0.0788
2023-11-14 2023-09-30 13F ELI LILLY COM 532457108 9,495 -59 -0.62 5,100 13.84 0.0732
2023-08-15 2023-06-30 13F LILLY ELI COM 532457108 9,554 1,317 15.99 4,481 58.42 0.0644
2023-05-15 2023-03-31 13F LILLY ELI COM 532457108 8,237 3,128 61.23 2,829 51.31 0.0452
2023-02-14 2022-12-31 13F LILLY ELI COM 532457108 5,109 81 1.61 1,869 14.94 0.0325
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 5,028 1,034 25.89 1,626 25.56 0.0318
2022-08-15 2022-06-30 13F LILLY ELI COM 532457108 3,994 -549 -12.08 1,295 -0.46 0.0247
2022-05-13 2022-03-31 13F LILLY ELI COM 532457108 4,543 -344 -7.04 1,301 -3.63 0.0213
2022-02-11 2021-12-31 13F LILLY ELI COM 532457108 4,887 608 14.21 1,350 36.50 0.0213
2021-11-12 2021-09-30 13F LILLY ELI COM 532457108 4,279 -2 -0.05 989 0.61 0.0169
2021-08-11 2021-06-30 13F LILLY ELI COM 532457108 4,281 489 12.90 983 38.84 0.0169
2021-05-14 2021-03-31 13F LILLY ELI COM 532457108 3,792 665 21.27 708 34.09 0.0150
2021-02-09 2020-12-31 13F LILLY ELI COM 532457108 3,127 93 3.07 528 17.59 0.0120
2020-11-13 2020-09-30 13F LILLY ELI COM 532457108 3,034 153 5.31 449 -5.07 0.0116
2020-08-13 2020-06-30 13F LILLY ELI COM 532457108 2,881 225 8.47 473 28.53 0.0136
2020-05-15 2020-03-31 13F LILLY ELI COM 532457108 2,656 225 9.26 368 15.00 0.0132
2020-05-28 2019-12-31 13F/A-1 LILLY ELI COM 532457108 2,431 2,431 320 0.0094
2020-02-18 2019-12-31 13F LILLY ELI COM 532457108 2,431 320 0.0017
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.