禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionSofos Investments, Inc.
Latest Disclosed Ownership49 shares
Latest Disclosed Value $ 45,069
Sofos Investments, Inc. reports 22.50% increase in ownership of LLY / Eli Lilly and Company

On May 8, 2026 - Sofos Investments, Inc. filed a 13F-HR form disclosing ownership of 49 shares of Eli Lilly and Company (MX:LLY) valued at $45,069 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 40 shares of Eli Lilly and Company. This represents a change in shares of 22.50% 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)
2026-05-08 2026-03-31 13F ELI LILLY AND COMMON STOCK 532457108 49 9 22.50 45 7.14 0.0080
2026-02-13 2025-12-31 13F ELI LILLY AND COMMON STOCK 532457108 40 -27 -40.30 43 -17.65 0.0083
2025-11-14 2025-09-30 13F ELI LILLY COMMON STOCK 532457108 67 19 39.58 51 30.77 0.0101
2025-04-30 2025-03-31 13F ELI LILLY AND COMMON STOCK 532457108 48 0 0.00 40 39.29 0.0086
2024-06-26 2024-03-31 13F/A-1 ELI LILLY COM 532457108 48 0 0.00 28 0.00 0.0080
2024-05-13 2024-03-31 13F Lilly(Eli) & Co Ordinary Shares COM 532457108 68 20 52 0.0133
2024-06-26 2023-12-31 13F/A-1 LILLY ELI COMMON STOCK 532457108 48 44 1,100.00 28 1,300.00 0.0079
2024-02-15 2023-12-31 13F ELI LILLY Domestic Equities 532457108 4 0 2 0.0000
2023-11-16 2023-09-30 13F ELI LILLY Domestic Equities 532457108 4 -465 -99.15 2 -77.78 0.0000
2023-08-09 2023-06-30 13F LILLY ELI Domestic Equities 532457108 469 126 36.73 9 0.0245
2023-05-12 2023-03-31 13F LILLY ELI Domestic Equities 532457108 343 -23 -6.28 0 -100.00 0.0014
2023-02-15 2022-12-31 13F LILLY ELI Domestic Equities 532457108 366 -1,249 -77.34 8 0.0428
2022-11-03 2022-09-30 13F LILLY ELI Domestic Equities 532457108 1,615 -5,837 -78.33 0 -100.00 0.0007
2022-08-05 2022-06-30 13F LILLY ELI Stock 532457108 7,452 6,022 421.12 2 0.0774
2022-05-13 2022-03-31 13F LILLY ELI Stock 532457108 1,430 -5,470 -79.28 0 -100.00 0.0006
2022-02-11 2021-12-31 13F LILLY ELI Stock 532457108 6,900 6,900 3 0.0778
2021-08-11 2021-06-30 13F LILLY ELI Stock 532457108 0 -15 -100.00 0 -100.00
2021-05-17 2021-03-31 13F LILLY ELI Stock 532457108 15 13 650.00 3 0.0580
2021-02-16 2020-12-31 13F LILLY ELI COMSTOCK 532457108 2 2 0 0.0000
2020-08-13 2020-06-30 13F LILLY ELI COMSTOCK 532457108 0 -115 -100.00 0 -100.00
2020-05-12 2020-03-31 13F LILLY ELI COMSTOCK 532457108 115 44 61.97 16 -88.55 0.0493
2020-02-28 2019-12-31 13F LILLY ELI STOCK 532457108 71 -36 -33.64 131 991.67 0.0902
2019-10-15 2019-09-30 13F LILLY ELI & CO COM Stock 532457108 107 52 94.55 12 100.00 0.0103
2019-07-26 2019-06-30 13F LILLY ELI & CO COM Stock 532457108 55 -393 -87.72 6 -89.66 0.0049
2019-04-19 2019-03-31 13F LILLY ELI & CO COM Stock 532457108 448 389 659.32 58 866.67 0.0469
2018-10-31 2018-09-30 13F LILLY ELI & CO COM Stock 532457108 59 2 3.51 6 0.00 0.0063
2018-08-14 2018-06-30 13F LILLY ELI & CO COM Stock 532457108 57 -122 -68.16 6 -57.14 0.0056
2018-05-23 2018-03-31 13F LILLY ELI & CO COM Stock 532457108 179 179 14 0.0143
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.