禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionBurney Co/
Latest Disclosed Ownership24,758 shares
Latest Disclosed Value $ 22,771,694
Burney Co/ reports 11.77% decrease in ownership of LLY / Eli Lilly and Company

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 24,758 shares of Eli Lilly and Company (MX:LLY) valued at $22,771,694 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 28,060 shares of Eli Lilly and Company. This represents a change in shares of -11.77% 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)
2026-04-29 2026-03-31 13F ELI LILLY COM 532457108 24,758 -3,302 -11.77 22,772 -24.49 0.7120
2026-01-23 2025-12-31 13F ELI LILLY COM 532457108 28,060 -9 -0.03 30,155 40.81 0.9401
2025-10-16 2025-09-30 13F ELI LILLY COM 532457108 28,069 -546 -1.91 21,417 -3.99 0.6812
2025-08-05 2025-06-30 13F ELI LILLY COM 532457108 28,615 -1,533 -5.08 22,306 -10.41 0.7550
2025-05-06 2025-03-31 13F ELI LILLY COM 532457108 30,148 -1,547 -4.88 24,900 1.76 0.9060
2025-01-14 2024-12-31 13F ELI LILLY COM 532457108 31,695 -1,375 -4.16 24,468 -16.49 0.8646
2024-10-18 2024-09-30 13F ELI LILLY COM 532457108 33,070 -1,395 -4.05 29,298 -6.11 1.0421
2024-07-29 2024-06-30 13F ELI LILLY COM 532457108 34,465 -2,151 -5.87 31,204 9.54 1.1923
2024-05-22 2024-03-31 13F ELI LILLY COM 532457108 36,616 -518 -1.39 28,486 31.60 1.0854
2024-02-12 2023-12-31 13F ELI LILLY COM 532457108 37,134 -657 -1.74 21,646 6.64 0.9111
2023-11-08 2023-09-30 13F ELI LILLY COM 532457108 37,791 -616 -1.60 20,299 12.70 0.9511
2023-08-09 2023-06-30 13F LILLY ELI COM 532457108 38,407 -810 -2.07 18,012 33.73 0.8257
2023-05-10 2023-03-31 13F LILLY ELI COM 532457108 39,217 -1,791 -4.37 13,468 -10.23 0.6637
2023-02-06 2022-12-31 13F LILLY ELI COM 532457108 41,008 -4,510 -9.91 15,002 1.93 0.7598
2022-11-15 2022-09-30 13F LILLY ELI COM 532457108 45,518 -2,643 -5.49 14,718 -5.74 0.8124
2022-08-12 2022-06-30 13F LILLY ELI COM 532457108 48,161 -1,469 -2.96 15,615 9.86 0.8215
2022-05-09 2022-03-31 13F LILLY ELI COM 532457108 49,630 -137 -0.28 14,213 3.39 0.5833
2022-02-11 2021-12-31 13F LILLY ELI COM 532457108 49,767 -321 -0.64 13,747 18.79 0.5935
2021-11-12 2021-09-30 13F LILLY ELI COM 532457108 50,088 -533 -1.05 11,573 -0.40 0.5433
2021-08-06 2021-06-30 13F LILLY ELI COM 532457108 50,621 -10,271 -16.87 11,619 2.14 0.5405
2021-05-13 2021-03-31 13F LILLY ELI COM 532457108 60,892 -5,539 -8.34 11,376 1.43 0.5610
2021-02-11 2020-12-31 13F LILLY ELI COM 532457108 66,431 -3,909 -5.56 11,216 7.72 0.6154
2020-12-14 2020-09-30 13F LILLY ELI COM 532457108 70,340 -2,894 -3.95 10,412 -13.41 0.6451
2020-08-13 2020-06-30 13F LILLY ELI COM 532457108 73,234 -28,589 -28.08 12,024 -14.87 0.7800
2020-05-13 2020-03-31 13F LILLY ELI COM 532457108 101,823 -6,064 -5.62 14,125 -0.39 1.0853
2020-02-14 2019-12-31 13F LILLY ELI COM 532457108 107,887 853 0.80 14,180 18.46 0.7816
2019-11-12 2019-09-30 13F LILLY ELI COM 532457108 107,034 -5,728 -5.08 11,970 -4.19 0.7170
2019-08-12 2019-06-30 13F LILLY ELI COM 532457108 112,762 -6,246 -5.25 12,493 -19.10 0.7578
2019-05-13 2019-03-31 13F LILLY ELI COM 532457108 119,008 -4,196 -3.41 15,442 8.31 0.9569
2019-02-12 2018-12-31 13F LILLY ELI COM 532457108 123,204 2,260 1.87 14,257 9.85 1.0034
2018-11-13 2018-09-30 13F LILLY ELI COM 532457108 120,944 -22,496 -15.68 12,979 6.04 0.7727
2018-08-13 2018-06-30 13F LILLY ELI COM 532457108 143,440 19,175 15.43 12,240 27.31 0.7172
2018-05-08 2018-03-31 13F LILLY ELI COM 532457108 124,265 -24,074 -16.23 9,614 -23.27 0.5952
2018-02-13 2017-12-31 13F LILLY ELI COM 532457108 148,339 14,565 10.89 12,529 10.18 0.7081
2017-11-13 2017-09-30 13F/A-1 Eli Lilly and COM 532457108 133,774 -2,486 -1.82 11,371 0.91 0.7385
2017-11-09 2017-09-30 13F Eli Lilly and COM 532457108 136,260 0 11,269
2017-08-09 2017-06-30 13F Eli Lilly and COM 532457108 136,260 -4,726 -3.35 11,269 -4.97 0.7380
2017-05-11 2017-03-31 13F Eli Lilly and COM 532457108 140,986 -238 -0.17 11,858 14.16 0.7813
2017-02-07 2016-12-31 13F Eli Lilly and COM 532457108 141,224 -3,084 -2.14 10,387 -10.82 0.7060
2016-11-14 2016-09-30 13F Eli Lilly and COM 532457108 144,308 1,254 0.88 11,647 3.38 0.8218
2016-08-10 2016-06-30 13F Eli Lilly and COM 532457108 143,054 -2,496 -1.71 11,266 7.49 0.8085
2016-05-02 2016-03-31 13F Eli Lilly and COM 532457108 145,550 -6,470 -4.26 10,481 -19.35 0.7632
2016-02-09 2015-12-31 13F Eli Lilly and COM 532457108 152,020 223 0.15 12,996 2.30 0.9624
2015-11-03 2015-09-30 13F ELI LILLY AND COM 532457108 151,797 -6,031 -3.82 12,704 -3.59 0.9785
2015-08-10 2015-06-30 13F Eli Lilly COM 532457108 157,828 1,300 0.83 13,177 15.87 0.8963
2015-05-12 2015-03-31 13F Lilly, Eli COM 532457108 156,528 15,070 10.65 11,372 16.53 0.7791
2015-02-11 2014-12-31 13F LILLY COM 532457108 141,458 765 0.54 9,759 6.96 0.7728
2014-11-12 2014-09-30 13F LILLY COM 532457108 140,693 11,874 9.22 9,124 13.92 0.7824
2014-08-05 2014-06-30 13F/A-1 LILLY COM 532457108 128,819 6,804 5.58 8,009 11.51 0.6930
2014-08-04 2014-06-30 13F LILLY COM 532457108 128,819 8,009
2014-05-07 2014-03-31 13F/A-1 LILLY COM 532457108 122,015 1,050 0.87 7,182 16.42 0.6544
2014-05-06 2014-03-31 13F LAS VEGAS S COM 532457108 3,580 289
2014-02-03 2013-12-31 13F LILLY COM 532457108 120,965 -14,810 -10.91 6,169 -9.73 0.6007
2013-11-04 2013-09-30 13F LILLY COM 532457108 135,775 2,232 1.67 6,834 4.18 0.7644
2013-07-22 2013-06-30 13F LILLY COM 532457108 133,543 133,543 6,560 0.8190
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.