禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership15,510 shares
Latest Disclosed Value $ 14,265,731
Wealthspire Advisors, LLC reports 21.07% increase in ownership of LLY / Eli Lilly and Company

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 15,510 shares of Eli Lilly and Company (MX:LLY) valued at $14,265,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 12,811 shares of Eli Lilly and Company. This represents a change in shares of 21.07% 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)
2026-05-01 2026-03-31 13F ELI LILLY COM 532457108 15,510 2,699 21.07 14,266 3.62 0.1120
2026-02-12 2025-12-31 13F ELI LILLY COM 532457108 12,811 4,787 59.66 13,768 124.88 0.1096
2025-11-14 2025-09-30 13F ELI LILLY COM 532457108 8,024 -8,610 -51.76 6,122 -52.78 0.0320
2025-08-11 2025-06-30 13F Eli Lilly COM 532457108 16,634 -64 -0.38 12,966 -5.98 0.0729
2025-05-09 2025-03-31 13F ELI LILLY COM 532457108 16,698 7,989 91.73 13,792 105.13 0.0824
2025-02-04 2024-12-31 13F ELI LILLY COM 532457108 8,709 1,672 23.76 6,724 7.84 0.0668
2024-11-13 2024-09-30 13F ELI LILLY COM 532457108 7,037 1,325 23.20 6,234 20.56 0.0634
2024-08-08 2024-06-30 13F ELI LILLY COM 532457108 5,712 -287 -4.78 5,171 10.82 0.0662
2024-05-06 2024-03-31 13F ELI LILLY COM 532457108 5,999 -405 -6.32 4,667 25.03 0.0622
2024-02-07 2023-12-31 13F ELI LILLY COM 532457108 6,404 451 7.58 3,733 16.73 0.0530
2023-11-06 2023-09-30 13F ELI LILLY COM 532457108 5,953 2,319 63.81 3,197 87.62 0.0528
2023-08-01 2023-06-30 13F LILLY ELI COM 532457108 3,634 -104 -2.78 1,704 32.81 0.0279
2023-05-09 2023-03-31 13F LILLY ELI COM 532457108 3,738 -2,041 -35.32 1,284 -39.31 0.0220
2023-02-14 2022-12-31 13F LILLY ELI COM 532457108 5,779 1,808 45.53 2,114 64.64 0.0385
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 3,971 1,276 47.35 1,284 46.91 0.0268
2022-08-09 2022-06-30 13F LILLY ELI COM 532457108 2,695 663 32.63 874 50.17 0.0183
2022-05-09 2022-03-31 13F LILLY ELI COM 532457108 2,032 -3,594 -63.88 582 -62.55 0.0131
2022-02-14 2021-12-31 13F LILLY ELI COM 532457108 5,626 -825 -12.79 1,554 4.30 0.0344
2021-11-15 2021-09-30 13F LILLY ELI COM 532457108 6,451 3,981 161.17 1,490 162.79 0.0309
2021-08-13 2021-06-30 13F LILLY ELI COM 532457108 2,470 -9,528 -79.41 567 -74.71 0.0149
2021-05-17 2021-03-31 13F LILLY ELI COM 532457108 11,998 2,746 29.68 2,242 43.53 0.0532
2021-02-16 2020-12-31 13F LILLY ELI COM 532457108 9,252 2,499 37.01 1,562 56.20 0.0465
2020-11-16 2020-09-30 13F LILLY ELI COM 532457108 6,753 1,821 36.92 1,000 23.46 0.0595
2020-08-14 2020-06-30 13F LILLY ELI COM 532457108 4,932 -6,738 -57.74 810 -49.97 0.0564
2020-05-12 2020-03-31 13F LILLY ELI COM 532457108 11,670 9,007 338.23 1,619 362.57 0.0679
2020-02-14 2019-12-31 13F LILLY ELI COM 532457108 2,663 601 29.15 350 51.52 0.0255
2019-11-12 2019-09-30 13F LILLY ELI COM 532457108 2,062 2,062 231 0.0189
2019-05-07 2019-03-31 13F LILLY ELI COM 532457108 0 -865 -100.00 0 -100.00
2019-02-14 2018-12-31 13F LILLY ELI COM 532457108 865 865 100 0.0096
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.