禮來公司
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership2,119 shares
Latest Disclosed Value $ 1,948,681
Sunbelt Securities, Inc. reports 9.51% increase in ownership of LLY / Eli Lilly and Company

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 2,119 shares of Eli Lilly and Company (MX:LLY) valued at $1,948,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 1,935 shares of Eli Lilly and Company. This represents a change in shares of 9.51% 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)
2026-05-16 2026-03-31 13F ELI LILLY & CO COM Stock 532457108 2,119 184 9.51 1,949 -6.30 0.1230
2026-02-20 2025-12-31 13F ELI LILLY & CO COM Stock 532457108 1,935 -115 -5.61 2,080 32.93 0.1387
2025-11-19 2025-09-30 13F ELI LILLY & CO COM Stock 532457108 2,050 -313 -13.25 1,564 -14.21 0.1080
2025-08-14 2025-06-30 13F ELI LILLY & CO COM Stock 532457108 2,363 563 31.28 1,824 22.68 0.1610
2025-04-24 2025-03-31 13F ELI LILLY & CO COM Stock 532457108 1,800 -563 -23.83 1,486 -18.71 0.1327
2025-02-18 2024-12-31 13F ELI LILLY & CO COM Stock 532457108 2,363 -3,090 -56.67 1,828 -62.15 0.1611
2024-11-18 2024-09-30 13F ELI LILLY & CO COM Stock 532457108 5,453 477 9.59 4,831 7.24 0.4737
2024-08-16 2024-06-30 13F ELI LILLY & CO COM Stock 532457108 4,976 -599 -10.74 4,505 3.85 0.4608
2024-04-15 2024-03-31 13F ELI LILLY & CO COM Stock 532457108 5,575 3,303 145.38 4,337 227.57 0.4839
2024-02-15 2023-12-31 13F ELI LILLY & CO COM Stock 532457108 2,272 -8 -0.35 1,324 8.17 0.1667
2023-12-11 2023-09-30 13F ELI LILLY & CO COM Stock 532457108 2,280 -6 -0.26 1,225 14.29 0.1695
2023-08-16 2023-06-30 13F ELI LILLY & CO COM Stock 532457108 2,286 2 0.09 1,072 37.66 0.1542
2023-05-17 2023-03-31 13F LILLY ELI & CO COM Stock 532457108 2,284 21 0.93 778 -5.93 0.1251
2023-02-08 2022-12-31 13F LILLY ELI COM 532457108 2,263 -135 -5.63 828 6.71 0.1617
2022-11-21 2022-09-30 13F LILLY ELI COM 532457108 2,398 225 10.35 775 9.93 0.1638
2022-10-03 2022-06-30 13F LILLY ELI COM 532457108 2,173 1,003 85.73 705 107.96 0.1491
2022-05-16 2022-03-31 13F LILLY ELI COM 532457108 1,170 -22 -1.85 339 18.53 0.0621
2022-02-14 2021-12-31 13F LILLY ELI COM 532457108 1,192 -11 -0.91 286 2.14 0.0465
2021-11-15 2021-09-30 13F LILLY ELI COM 532457108 1,203 0 0.00 280 0.00 0.0503
2021-07-29 2021-06-30 13F LILLY ELI COM 532457108 1,203 -304 -20.17 280 -0.71 0.0504
2021-05-27 2021-03-31 13F LILLY ELI COM 532457108 1,507 46 3.15 282 14.17 0.0555
2021-02-09 2020-12-31 13F LILLY ELI COM 532457108 1,461 -31 -2.08 247 11.76 0.0510
2020-11-17 2020-09-30 13F LILLY ELI COM 532457108 1,492 0 0.00 221 -9.80 0.0614
2020-08-14 2020-06-30 13F LILLY ELI COM 532457108 1,492 0 0.00 245 18.36 0.0842
2020-05-15 2020-03-31 13F LILLY ELI COM 532457108 1,492 -12,541 -89.37 207 -88.77 0.0089
2020-02-26 2019-12-31 13F/A-1 LILLY ELI COM 532457108 14,033 -54 -0.38 1,844 17.08 0.1941
2020-02-14 2019-12-31 13F LILLY ELI COM 532457108 14,033 -54 461 181.8684
2019-11-15 2019-09-30 13F LILLY ELI COM 532457108 14,087 14,087 1,575 0.1766
2017-08-15 2017-06-30 13F LILLY ELI COM 532457108 0 -3,721 -100.00 0 -100.00
2017-05-05 2017-03-31 13F LILLY ELI COM 532457108 3,721 17 0.46 313 15.07 0.4705
2017-02-13 2016-12-31 13F/A-1 LILLY ELI COM 532457108 3,704 46 1.26 272 -7.48 0.4131
2017-02-13 2016-12-31 13F LILLY ELI COM 532457108 3,704 272
2016-11-14 2016-09-30 13F LILLY ELI COM 532457108 3,658 17 0.47 294 2.44 0.3547
2017-02-15 2016-06-30 13F/A-1 LILLY ELI COM 532457108 3,641 202 5.87 287 15.73 0.3752
2016-08-11 2016-06-30 13F LILLY ELI COM 532457108 3,641 287
2017-02-15 2016-03-31 13F/A-1 LILLY ELI COM 532457108 3,439 -167 -4.63 248 -18.42 0.3609
2016-05-11 2016-03-31 13F LILLY ELI COM 532457108 3,439 248
2017-02-15 2015-12-31 13F/A-1 LILLY ELI COM 532457108 3,606 -321 -8.17 304 -7.60 0.4277
2016-02-11 2015-12-31 13F LILLY ELI COM 532457108 3,606 304
2017-02-15 2015-09-30 13F/A-1 LILLY ELI COM 532457108 3,927 926 30.86 329 31.08 0.4469
2015-11-12 2015-09-30 13F LILLY ELI COM 532457108 3,927 329
2017-02-15 2015-06-30 13F/A-1 LILLY ELI COM 532457108 3,001 0 0.00 251 15.14 0.3455
2015-08-13 2015-06-30 13F LILLY ELI COM 532457108 3,001 251
2017-02-15 2015-03-31 13F/A-2 LILLY ELI COM 532457108 3,001 -510 -14.53 218 -9.92 0.3238
2015-05-19 2015-03-31 13F/A-1 LILLY ELI COM 532457108 3,001 0 218 0.2510
2015-05-14 2015-03-31 13F LILLY ELI COM 532457108 3,001 218
2015-02-13 2014-12-31 13F LILLY ELI COM 532457108 3,511 3,511 242 0.3178
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.