禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionKeystone Financial Group
Latest Disclosed Ownership4,193 shares
Latest Disclosed Value $ 3,873,461
Keystone Financial Group reports 17.35% increase in ownership of LLY / Eli Lilly and Company

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 4,193 shares of Eli Lilly and Company (MX:LLY) valued at $3,873,461 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,573 shares of Eli Lilly and Company. This represents a change in shares of 17.35% 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)
2026-05-13 2026-03-31 13F ELI LILLY AND Equtities 532457108 4,193 620 17.35 3,873 0.89 0.2606
2026-02-06 2025-12-31 13F ELI LILLY Equities 532457108 3,573 -169 -4.52 3,840 25.62 0.2840
2025-11-17 2025-09-30 13F/A-1 ELI LILLY Common Stock 532457108 3,742 -53,129 -93.42 3,056 -33.91 0.2335
2025-11-14 2025-09-30 13F ELI LILLY AND Common Stock 532457108 56,871 0 4,624 0.3676
2025-08-13 2025-06-30 13F ELI LILLY AND Common Stock 532457108 56,871 53,647 1,663.99 4,624 76.49 0.4172
2025-05-13 2025-03-31 13F ELI LILLY AND Common Stock 532457108 3,224 11 0.34 2,621 3.52 0.2664
2025-02-13 2024-12-31 13F ELI LILLY AND Common Stock 532457108 3,213 -1,586 -33.05 2,532 -40.46 0.2490
2025-02-19 2024-09-30 13F/A-3 ELI LILLY Common Stock 532457108 4,799 513 11.97 4,252 9.56 0.5441
2025-02-18 2024-09-30 13F/A-2 ELI LILLY Common Stock 532457108 25,748 21,462 4,173 0.5429
2024-11-12 2024-09-30 13F ELI LILLY Common Stock 532457108 4,799 513 4,252 1.4037
2024-07-31 2024-06-30 13F ELI LILLY Common Stock 532457108 4,286 775 22.07 3,880 42.07 1.3898
2024-05-08 2024-03-31 13F ELI LILLY Common Stock 532457108 3,511 1,118 46.72 2,731 95.91 0.3979
2024-02-14 2023-12-31 13F/A-1 ELI LILLY Common Stock 532457108 2,393 -134 -5.30 1,395 2.73 0.2425
2024-02-09 2023-12-31 13F ELI LILLY Common Stock 532457108 2,393 -134 1,395 0.2425
2023-11-06 2023-09-30 13F ELI LILLY Common Stock 532457108 2,527 668 35.93 1,358 55.80 0.2274
2023-08-07 2023-06-30 13F ELI LILLY Common Stock 532457108 1,859 301 19.32 872 52.81 0.1483
2023-02-07 2022-12-31 13F ELI LILLY Common Stock 532457108 1,558 160 11.44 570 26.11 0.1125
2022-11-10 2022-09-30 13F ELI LILLY Common Stock 532457108 1,398 2 0.14 452 -0.22 0.0916
2022-08-05 2022-06-30 13F ELI LILLY Common Stock 532457108 1,396 -15 -1.06 453 12.13 0.0898
2022-05-13 2022-03-31 13F ELI LILLY Common Stock 532457108 1,411 16 1.15 404 4.94 0.0686
2022-02-11 2021-12-31 13F ELI LILLY Common Stock 532457108 1,395 76 5.76 385 26.23 0.0632
2021-11-12 2021-09-30 13F ELI LILLY Common Stock 532457108 1,319 0 0.00 305 0.66 0.0552
2021-08-13 2021-06-30 13F ELI LILLY Common Stock 532457108 1,319 1 0.08 303 23.17 0.0549
2021-05-11 2021-03-31 13F ELI LILLY Common Stock 532457108 1,318 -136 -9.35 246 0.00 0.0479
2021-02-10 2020-12-31 13F ELI LILLY Common Stock 532457108 1,454 -136 -8.55 246 4.68 0.0512
2020-11-13 2020-09-30 13F ELI LILLY Common Stock 532457108 1,590 302 23.45 235 11.37 0.0577
2020-08-13 2020-06-30 13F ELI LILLY Common Stock 532457108 1,288 1,288 211 0.0573
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.