Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionWelch Group, LLC
Latest Disclosed Ownership7,649 shares
Latest Disclosed Value $ 7,035,336
Welch Group, LLC reports 0.48% decrease in ownership of LLY / Eli Lilly and Company

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 7,649 shares of Eli Lilly and Company (MX:LLY) valued at $7,035,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,686 shares of Eli Lilly and Company. This represents a change in shares of -0.48% 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 COMMON 532457108 7,649 -37 -0.48 7,035 -14.83 0.2643
2026-01-26 2025-12-31 13F ELI LILLY COMMON STOCK 532457108 7,686 172 2.29 8,260 44.08 0.3184
2025-10-14 2025-09-30 13F ELI LILLY COMMON 532457108 7,514 1,004 15.42 5,733 12.99 0.2238
2025-07-25 2025-06-30 13F ELI LILLY COMMON 532457108 6,510 75 1.17 5,075 -4.12 0.2121
2025-04-08 2025-03-31 13F ELI LILLY COMMON 532457108 6,435 -65 -1.00 5,293 5.23 0.2328
2025-01-27 2024-12-31 13F ELI LILLY COMMON 532457108 6,500 -48 -0.73 5,030 -13.31 0.2265
2024-10-24 2024-09-30 13F ELI LILLY COMMON 532457108 6,548 209 3.30 5,801 1.08 0.2522
2024-07-17 2024-06-30 13F ELI LILLY COMMON 532457108 6,339 398 6.70 5,739 24.19 0.2758
2024-04-09 2024-03-31 13F ELI LILLY COMMON 532457108 5,941 642 12.12 4,622 49.64 0.2292
2024-01-23 2023-12-31 13F ELI LILLY Common 532457108 5,299 -218 -3.95 3,089 4.22 0.1664
2023-10-18 2023-09-30 13F ELI LILLY Common 532457108 5,517 48 0.88 2,963 15.56 0.1756
2023-07-18 2023-06-30 13F LILLY ELI Common 532457108 5,469 -256 -4.47 2,565 30.42 0.1470
2023-04-13 2023-03-31 13F LILLY ELI Common 532457108 5,725 -144 -2.45 1,966 -8.43 0.1143
2023-01-30 2022-12-31 13F LILLY ELI Common 532457108 5,869 45 0.77 2,147 14.02 0.1228
2022-10-13 2022-09-30 13F LILLY ELI COMMON 532457108 5,824 -610 -9.48 1,883 -9.73 0.1226
2022-07-21 2022-06-30 13F LILLY ELI COMMON 532457108 6,434 0 0.00 2,086 13.19 0.1273
2022-04-29 2022-03-31 13F LILLY ELI COMMON 532457108 6,434 490 8.24 1,843 12.24 0.1052
2022-01-26 2021-12-31 13F LILLY ELI COMMON 532457108 5,944 -188 -3.07 1,642 15.88 0.0961
2021-11-05 2021-09-30 13F LILLY ELI COMMON 532457108 6,132 0 0.00 1,417 0.71 0.0959
2021-07-21 2021-06-30 13F LILLY ELI COMMON 532457108 6,132 0 0.00 1,407 22.77 0.0959
2021-04-23 2021-03-31 13F LILLY ELI COMMON 532457108 6,132 851 16.11 1,146 28.48 0.0825
2021-01-25 2020-12-31 13F LILLY ELI Common 532457108 5,281 574 12.19 892 27.98 0.0715
2020-10-28 2020-09-30 13F LILLY ELI Common 532457108 4,707 -100 -2.08 697 -11.66 0.0609
2020-07-22 2020-06-30 13F LILLY ELI Common 532457108 4,807 1,102 29.74 789 53.50 0.0737
2020-04-28 2020-03-31 13F LILLY ELI Common 532457108 3,705 1,560 72.73 514 82.27 0.0548
2020-01-24 2019-12-31 13F Lilly Eli Common 532457108 2,145 355 19.83 282 41.00 0.0277
2019-11-05 2019-09-30 13F Lilly Eli Common 532457108 1,790 0 0.00 200 1.01 0.0205
2019-07-11 2019-06-30 13F Lilly Eli Common 532457108 1,790 -35 -1.92 198 -16.46 0.0211
2019-04-15 2019-03-31 13F Lilly Eli Common 532457108 1,825 670 58.01 237 76.87 0.0261
2019-01-10 2018-12-31 13F Lilly Eli Common 532457108 1,155 8 0.70 134 8.94 0.0164
2018-11-01 2018-09-30 13F Lilly Eli Common 532457108 1,147 1,147 -99.42 123 -98.74 0.0128
2013-10-04 2013-09-30 13F Lilly Eli Common 532457108 0 -198,934 -100.00 0 -100.00
2013-07-29 2013-06-30 13F Lilly Eli Common 532457108 198,934 198,934 9,772 2.5368
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.