Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionWiser Advisor Group LLC
Latest Disclosed Ownership4,281 shares
Latest Disclosed Value $ 3,937,424
Wiser Advisor Group LLC reports 1.20% decrease in ownership of LLY / Eli Lilly and Company

On April 22, 2026 - Wiser Advisor Group LLC filed a 13F-HR form disclosing ownership of 4,281 shares of Eli Lilly and Company (MX:LLY) valued at $3,937,424 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,333 shares of Eli Lilly and Company. This represents a change in shares of -1.20% 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)
2026-04-22 2026-03-31 13F ELI LILLY Common Stock 532457108 4,281 -52 -1.20 3,937 -15.44 4.7600
2026-02-09 2025-12-31 13F ELI LILLY Common Stock 532457108 4,333 -71 -1.61 4,656 38.57 5.3251
2025-11-14 2025-09-30 13F ELI LILLY Common Stock 532457108 4,404 105 2.44 3,360 0.27 4.1780
2025-08-08 2025-06-30 13F ELI LILLY Common Stock 532457108 4,299 77 1.82 3,351 -3.90 5.8223
2025-05-14 2025-03-31 13F ELI LILLY Common Stock 532457108 4,222 1,710 68.07 3,487 79.83 5.1488
2025-02-05 2024-12-31 13F ELI LILLY Common Stock 532457108 2,512 903 56.12 1,940 36.07 2.8211
2024-11-13 2024-09-30 13F ELI LILLY Common Stock 532457108 1,609 128 8.64 1,426 6.34 2.1279
2024-08-14 2024-06-30 13F ELI LILLY Common Stock 532457108 1,481 34 2.35 1,341 18.90 2.1079
2024-05-16 2024-03-31 13F ELI LILLY Common Stock 532457108 1,447 1,413 4,155.88 1,127 5,831.58 1.7658
2024-02-13 2023-12-31 13F ELI LILLY Common Stock 532457108 34 34 20 0.0330
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.