禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionModus Advisors, LLC
Latest Disclosed Ownership4,162 shares
Latest Disclosed Value $ 3,827,984
Modus Advisors, LLC reports 23.46% increase in ownership of LLY / Eli Lilly and Company

On May 4, 2026 - Modus Advisors, LLC filed a 13F-HR form disclosing ownership of 4,162 shares of Eli Lilly and Company (MX:LLY) valued at $3,827,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,371 shares of Eli Lilly and Company. This represents a change in shares of 23.46% 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)
2026-05-04 2026-03-31 13F ELI LILLY & CO COM Stock 532457108 4,162 791 23.46 3,828 5.66 1.0537
2026-02-11 2025-12-31 13F ELI LILLY & CO COM Stock 532457108 3,371 1,419 72.69 3,622 143.25 0.9554
2025-11-05 2025-09-30 13F ELI LILLY & CO COM Stock 532457108 1,952 640 48.78 1,489 45.55 0.4051
2025-07-07 2025-06-30 13F ELI LILLY & CO COM Stock 532457108 1,312 233 21.59 1,023 14.81 0.3040
2025-04-01 2025-03-31 13F ELI LILLY & CO COM Stock 532457108 1,079 279 34.88 891 44.41 0.2918
2025-01-03 2024-12-31 13F ELI LILLY & CO COM Stock 532457108 800 321 67.01 618 45.52 0.1935
2024-10-09 2024-09-30 13F ELI LILLY & CO COM Stock 532457108 479 117 32.32 424 29.66 0.1394
2024-07-02 2024-06-30 13F ELI LILLY & CO COM Stock 532457108 362 18 5.23 328 22.47 0.1159
2024-04-02 2024-03-31 13F ELI LILLY & CO COM Stock 532457108 344 344 268 0.0991
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.