Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionWedbush Securities Inc
Latest Disclosed Ownership18,405 shares
Latest Disclosed Value $ 16,929
Wedbush Securities Inc reports 1.83% increase in ownership of LLY / Eli Lilly and Company

On April 21, 2026 - Wedbush Securities Inc filed a 13F-HR form disclosing ownership of 18,405 shares of Eli Lilly and Company (MX:LLY) valued at $16,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,074 shares of Eli Lilly and Company. This represents a change in shares of 1.83% 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)
2026-04-21 2026-03-31 13F ELI LILLY COM 532457108 18,405 331 1.83 17 -15.79 0.4937
2026-02-12 2025-12-31 13F ELI LILLY COM 532457108 18,074 1,645 10.01 19 58.33 0.5667
2025-11-06 2025-09-30 13F ELI LILLY COM 532457108 16,429 516 3.24 13 0.00 0.4095
2025-08-06 2025-06-30 13F ELI LILLY COM 532457108 15,913 -1,624 -9.26 12 -14.29 0.4336
2025-05-06 2025-03-31 13F ELI LILLY COM 532457108 17,537 -663 -3.64 14 0.00 0.5316
2025-02-13 2024-12-31 13F ELI LILLY COM 532457108 18,200 -2,359 -11.47 14 -22.22 0.5008
2024-11-08 2024-09-30 13F ELI LILLY COM 532457108 20,559 -3,942 -16.09 18 -18.18 0.6757
2024-08-07 2024-06-30 13F ELI LILLY COM 532457108 24,501 809 3.41 22 22.22 0.7930
2024-05-15 2024-03-31 13F ELI LILLY COM 532457108 23,692 2,967 14.32 18 50.00 0.6876
2024-02-12 2023-12-31 13F ELI LILLY COM 532457108 20,725 1,906 10.13 12 20.00 0.5351
2023-11-14 2023-09-30 13F ELI LILLY COM 532457108 18,819 1,957 11.61 10 42.86 0.5027
2023-08-14 2023-06-30 13F ELI LILLY COM 532457108 16,862 2,577 18.04 8 75.00 0.3773
2023-05-09 2023-03-31 13F ELI LILLY COM 532457108 14,285 -637 -4.27 5 -20.00 0.2455
2023-01-31 2022-12-31 13F ELI LILLY COM 532457108 14,922 1,418 10.50 5 -99.89 0.3001
2022-10-18 2022-09-30 13F ELI LILLY COM 532457108 13,504 1,121 9.05 4,366 8.74 0.2452
2022-07-21 2022-06-30 13F ELI LILLY COM 532457108 12,383 774 6.67 4,015 20.79 0.2186
2022-04-19 2022-03-31 13F ELI LILLY COM 532457108 11,609 374 3.33 3,324 7.12 0.1521
2022-01-13 2021-12-31 13F ELI LILLY COM 532457108 11,235 5,887 110.08 3,103 151.05 0.1337
2021-10-08 2021-09-30 13F ELI LILLY COM 532457108 5,348 48 0.91 1,236 1.64 0.0587
2021-07-27 2021-06-30 13F ELI LILLY COM 532457108 5,300 -738 -12.22 1,216 7.80 0.0575
2021-04-26 2021-03-31 13F ELI LILLY COM 532457108 6,038 1,516 33.52 1,128 47.84 0.0625
2021-02-16 2020-12-31 13F ELI LILLY COM 532457108 4,522 67 1.50 763 15.78 0.0669
2020-10-20 2020-09-30 13F ELI LILLY COM 532457108 4,455 -214 -4.58 659 -13.97 0.0632
2020-07-16 2020-06-30 13F ELI LILLY COM 532457108 4,669 -121 -2.53 766 15.19 0.0724
2020-04-17 2020-03-31 13F ELI LILLY COM 532457108 4,790 -1,140 -19.22 665 -14.63 0.0791
2020-01-16 2019-12-31 13F ELI LILLY COM 532457108 5,930 -71 -1.18 779 16.10 0.0692
2019-10-17 2019-09-30 13F ELI LILLY COM 532457108 6,001 597 11.05 671 12.02 0.0656
2019-08-01 2019-06-30 13F ELI LILLY COM 532457108 5,404 -457 -7.80 599 -21.29 0.0602
2019-04-17 2019-03-31 13F ELI LILLY COM 532457108 5,861 -75 -1.26 761 10.77 0.0818
2019-01-31 2018-12-31 13F ELI LILLY COM 532457108 5,936 -829 -12.25 687 -5.37 0.0878
2018-11-13 2018-09-30 13F ELI LILLY COM 532457108 6,765 -1,319 -16.32 726 5.22 0.0824
2018-08-03 2018-06-30 13F ELI LILLY COM 532457108 8,084 -463 -5.42 690 4.39 0.0855
2018-05-01 2018-03-31 13F ELI LILLY COM 532457108 8,547 -3,177 -27.10 661 -33.23 0.0863
2018-02-09 2017-12-31 13F ELI LILLY COM 532457108 11,724 -906 -7.17 990 -8.33 0.1209
2017-10-31 2017-09-30 13F ELI LILLY COM 532457108 12,630 -1,045 -7.64 1,080 -4.00 0.1403
2017-08-02 2017-06-30 13F ELI LILLY COM 532457108 13,675 -390 -2.77 1,125 -4.90 0.1460
2017-05-05 2017-03-31 13F ELI LILLY COM 532457108 14,065 -1,325 -8.61 1,183 4.51 0.1603
2017-01-25 2016-12-31 13F LILLY ELI COM 532457108 15,390 1,082 7.56 1,132 -1.39 0.1667
2016-11-04 2016-09-30 13F LILLY ELI COM 532457108 14,308 -1,034 -6.74 1,148 -4.97 0.1710
2016-08-02 2016-06-30 13F LILLY ELI COM 532457108 15,342 1,451 10.45 1,208 20.80 0.1977
2016-05-02 2016-03-31 13F LILLY ELI COM 532457108 13,891 922 7.11 1,000 -8.51 0.1738
2016-02-03 2015-12-31 13F LILLY ELI COM 532457108 12,969 337 2.67 1,093 3.41 0.1975
2015-10-28 2015-09-30 13F LILLY ELI COM 532457108 12,632 -463 -3.54 1,057 -3.29 0.2123
2015-08-10 2015-06-30 13F LILLY ELI COM 532457108 13,095 -1,357 -9.39 1,093 4.10 0.2017
2015-05-12 2015-03-31 13F LILLY ELI COM 532457108 14,452 14,452 0.00 1,050 0.1784
2015-01-27 2014-12-31 13F LILLY ELI COM 532457108 0 -15,895 -100.00 0 -100.00
2014-11-07 2014-09-30 13F LILLY ELI COM 532457108 15,895 -698 -4.21 1,031 -0.10 0.1605
2014-08-04 2014-06-30 13F LILLY ELI COM 532457108 16,593 -3,899 -19.03 1,032 -14.43 0.1646
2014-05-09 2014-03-31 13F LILLY ELI COM 532457108 20,492 2,567 14.32 1,206 31.95 0.2114
2014-02-03 2013-12-31 13F LILLY ELI COM 532457108 17,925 2,702 17.75 914 19.32 0.2159
2013-10-28 2013-09-30 13F LILLY ELI COM 532457108 15,223 -647 -4.08 766 -1.79 0.2023
2013-08-12 2013-06-30 13F LILLY ELI COM 532457108 15,870 15,870 780 0.2140
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.