Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionPSI Advisors, LLC
Latest Disclosed Ownership5,135 shares
Latest Disclosed Value $ 4,723,034
PSI Advisors, LLC reports 7.04% decrease in ownership of LLY / Eli Lilly and Company

On May 15, 2026 - PSI Advisors, LLC filed a 13F-HR form disclosing ownership of 5,135 shares of Eli Lilly and Company (MX:LLY) valued at $4,723,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,524 shares of Eli Lilly and Company. This represents a change in shares of -7.04% 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)
2026-05-15 2026-03-31 13F ELI LILLY Common Stock 532457108 5,135 -389 -7.04 4,723 -20.43 0.7494
2026-02-09 2025-12-31 13F ELI LILLY Common Stock 532457108 5,524 214 4.03 5,937 46.53 1.4911
2025-11-12 2025-09-30 13F ELI LILLY Common Stock 532457108 5,310 556 11.70 4,052 9.34 1.0437
2025-08-12 2025-06-30 13F ELI LILLY Common Stock 532457108 4,754 1,182 33.09 3,706 25.59 1.8194
2025-04-21 2025-03-31 13F ELI LILLY AND COMMON STOCK 532457108 3,572 337 10.42 2,950 18.14 0.9596
2025-01-13 2024-12-31 13F ELI LILLY Common Stock 532457108 3,235 327 11.24 2,497 -3.07 0.7411
2024-10-22 2024-09-30 13F ELI LILLY AND COMMON STOCK 532457108 2,908 13 0.45 2,576 -1.72 0.7546
2024-07-23 2024-06-30 13F ELI LILLY AND COMMON STOCK 532457108 2,895 -13 -0.45 2,621 15.87 0.8295
2024-04-24 2024-03-31 13F ELI LILLY AND COMMON STOCK 532457108 2,908 -54 -1.82 2,262 31.05 0.8175
2024-02-01 2023-12-31 13F ELI LILLY Common Stock 532457108 2,962 265 9.83 1,727 19.20 0.6445
2023-10-13 2023-09-30 13F ELI LILLY Common Stock 532457108 2,697 55 2.08 1,449 16.87 0.6271
2023-07-21 2023-06-30 13F LILLY ELI COM 532457108 2,642 53 2.05 1,239 39.37 0.5439
2023-04-25 2023-03-31 13F ELI LILLY Common Stock 532457108 2,589 766 42.02 889 33.48 0.4293
2023-01-19 2022-12-31 13F ELI LILLY Common Stock 532457108 1,823 16 0.89 667 14.04 0.3549
2022-10-20 2022-09-30 13F ELI LILLY Common Stock 532457108 1,807 10 0.56 584 0.17 0.3068
2022-07-18 2022-06-30 13F ELI LILLY Common Stock 532457108 1,797 -245 -12.00 583 -0.34 0.2866
2022-04-20 2022-03-31 13F ELI LILLY Common Stock 532457108 2,042 112 5.80 585 9.76 0.2408
2022-02-11 2021-12-31 13F LILLY ELI LLY 532457108 1,930 -225 -10.44 533 7.03 0.2169
2021-11-12 2021-09-30 13F LILLY ELI Stock 532457108 2,155 365 20.39 498 21.46 0.2288
2021-08-10 2021-06-30 13F ELI LILLY COM 532457108 1,790 -1,700 -48.71 410 -37.12 0.2161
2021-05-11 2021-03-31 13F ELI LILLY COM 532457108 3,490 -609 -14.86 652 -5.78 0.3841
2021-02-08 2020-12-31 13F ELI LILLY COM 532457108 4,099 -92 -2.20 692 11.61 0.4772
2020-11-12 2020-09-30 13F ELI LILLY COM 532457108 4,191 1,168 38.64 620 25.00 0.4732
2020-11-24 2020-06-30 13F/A-1 ELI LILLY COM 532457108 3,023 0 0.00 496 18.38 0.3999
2020-08-04 2020-06-30 13F ELI LILLY COM 532457108 3,023 0 496 56,476.3323
2020-05-15 2020-03-31 13F ELI LILLY COM 532457108 3,023 1,570 108.05 419 120.53 0.3854
2020-02-13 2019-12-31 13F ELI LILLY COM 532457108 1,453 1,453 190 0.1222
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.