Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionGradient Investments LLC
Latest Disclosed Ownership19,585 shares
Latest Disclosed Value $ 18,013,914
Gradient Investments LLC reports 4.32% decrease in ownership of LLY / Eli Lilly and Company

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 19,585 shares of Eli Lilly and Company (MX:LLY) valued at $18,013,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 20,469 shares of Eli Lilly and Company. This represents a change in shares of -4.32% 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)
2026-04-13 2026-03-31 13F ELI LILLY COM 532457108 19,585 -884 -4.32 18,014 -18.11 0.2791
2026-01-08 2025-12-31 13F ELI LILLY COM 532457108 20,469 19,634 2,351.38 21,998 3,353.22 0.3492
2025-10-06 2025-09-30 13F ELI LILLY COM 532457108 835 166 24.81 637 22.26 0.0106
2025-07-08 2025-06-30 13F ELI LILLY COM 532457108 669 -1 -0.15 522 -5.79 0.0095
2025-04-09 2025-03-31 13F ELI LILLY COM 532457108 670 298 80.11 553 92.68 0.0112
2025-01-21 2024-12-31 13F ELI LILLY COM 532457108 372 -6 -1.59 287 -14.07 0.0058
2024-10-15 2024-09-30 13F ELI LILLY COM 532457108 378 -135 -26.32 335 -28.02 0.0070
2024-07-18 2024-06-30 13F ELI LILLY COM 532457108 513 112 27.93 464 49.20 0.0104
2024-04-23 2024-03-31 13F ELI LILLY COM 532457108 401 -497 -55.35 312 -40.54 0.0072
2024-01-18 2023-12-31 13F ELI LILLY COM 532457108 898 225 33.43 523 44.88 0.0127
2023-10-27 2023-09-30 13F ELI LILLY COM 532457108 673 -9 -1.32 362 13.17 0.0095
2023-07-11 2023-06-30 13F LILLY ELI COM 532457108 682 114 20.07 320 63.59 0.0082
2023-04-17 2023-03-31 13F LILLY ELI COM 532457108 568 89 18.58 195 11.43 0.0053
2023-01-10 2022-12-31 13F LILLY ELI COM 532457108 479 -24 -4.77 175 7.36 0.0055
2022-10-14 2022-09-30 13F LILLY ELI COM 532457108 503 -658 -56.68 163 -56.65 0.0050
2022-07-11 2022-06-30 13F LILLY ELI COM 532457108 1,161 -22,018 -94.99 376 -94.34 0.0110
2022-05-26 2022-03-31 13F LILLY ELI COM 532457108 23,179 -5,495 -19.16 6,638 -16.19 0.1705
2022-01-12 2021-12-31 13F LILLY ELI COM 532457108 28,674 -1,330 -4.43 7,920 14.25 0.2008
2021-10-18 2021-09-30 13F LILLY ELI COM 532457108 30,004 2,073 7.42 6,932 8.13 0.1942
2021-07-12 2021-06-30 13F LILLY ELI COM 532457108 27,931 1,926 7.41 6,411 31.97 0.1876
2021-04-21 2021-03-31 13F LILLY ELI COM 532457108 26,005 -56,975 -68.66 4,858 -60.45 0.1580
2021-01-08 2020-12-31 13F LILLY ELI COM 532457108 82,980 -1,003 -1.19 12,283 -1.19 0.5213
2020-10-06 2020-09-30 13F LILLY ELI COM 532457108 83,983 25,503 43.61 12,431 29.48 0.5221
2020-07-10 2020-06-30 13F LILLY ELI COM 532457108 58,480 -16,051 -21.54 9,601 -7.14 0.4378
2020-04-07 2020-03-31 13F LILLY ELI COM 532457108 74,531 -8,217 -9.93 10,339 -4.94 0.5571
2020-01-15 2019-12-31 13F LILLY ELI COM 532457108 82,748 1,878 2.32 10,876 20.26 0.4844
2019-10-10 2019-09-30 13F LILLY ELI COM 532457108 80,870 -8,236 -9.24 9,044 -8.39 0.4430
2019-07-16 2019-06-30 13F LILLY ELI COM 532457108 89,106 86,488 3,303.59 9,872 2,803.53 0.5068
2019-04-11 2019-03-31 13F LILLY ELI COM 532457108 2,618 1,881 255.22 340 300.00 0.0220
2019-01-18 2018-12-31 13F LILLY ELI COM 532457108 737 -184 -19.98 85 -14.14 0.0051
2018-10-11 2018-09-30 13F LILLY ELI COM 532457108 921 0 0.00 99 25.32 0.0051
2018-08-09 2018-06-30 13F LILLY ELI COM 532457108 921 -12 -1.29 79 9.72 0.0042
2018-04-10 2018-03-31 13F LILLY ELI COM 532457108 933 -292 -23.84 72 -30.10 0.0039
2018-02-07 2017-12-31 13F LILLY ELI COM 532457108 1,225 1,225 103 0.0060
2017-10-16 2017-09-30 13F LILLY ELI COM 532457108 0 -1,147 -100.00 0 -100.00
2017-07-19 2017-06-30 13F LILLY ELI COM 532457108 1,147 -84,195 -98.66 94 -98.69 0.0066
2017-04-11 2017-03-31 13F LILLY ELI COM 532457108 85,342 6,523 8.28 7,178 23.82 0.5491
2017-01-17 2016-12-31 13F LILLY ELI COM 532457108 78,819 78,360 17,071.90 5,797 15,567.57 0.5079
2016-10-11 2016-09-30 13F LILLY ELI COM 532457108 459 0 0.00 37 2.78 0.0036
2016-07-14 2016-06-30 13F LILLY ELI COM 532457108 459 75 19.53 36 28.57 0.0039
2016-04-13 2016-03-31 13F LILLY ELI COM 532457108 384 0 0.00 28 -12.50 0.0035
2016-01-19 2015-12-31 13F LILLY ELI COM 532457108 384 -2 -0.52 32 0.00 0.0043
2015-10-14 2015-09-30 13F LILLY ELI COM 532457108 386 -44 -10.23 32 -11.11 0.0045
2015-08-25 2015-06-30 13F LILLY ELI COM 532457108 430 53 14.06 36 33.33 0.0049
2015-04-10 2015-03-31 13F LILLY ELI COM 532457108 377 0 0.00 27 3.85 0.0040
2015-01-15 2014-12-31 13F LILLY ELI COM 532457108 377 0 0.00 26 8.33 0.0043
2014-10-14 2014-09-30 13F LILLY ELI COM 532457108 377 -416 -52.46 24 -48.94 0.0043
2014-04-11 2014-03-31 13F LILLY ELI COM 532457108 793 96 13.77 47 30.56 0.0109
2014-01-13 2013-12-31 13F LILLY ELI COM 532457108 697 -26,973 -97.48 36 -97.42 0.0096
2013-10-15 2013-09-30 13F LILLY ELI COM 532457108 27,670 27,203 5,825.05 1,393 5,956.52 0.4389
2013-07-19 2013-06-30 13F LILLY ELI COM 532457108 467 467 23 0.0086
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.