Eli Lilly and Company
US ˙ NYSE ˙ US5324571083

SecurityLLY / Eli Lilly and Company
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership6,347 shares
Latest Disclosed Value $ 5,837,598
First Foundation Advisors reports 0.30% increase in ownership of LLY / Eli Lilly and Company

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 6,347 shares of Eli Lilly and Company (US:LLY) valued at $5,837,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,328 shares of Eli Lilly and Company. This represents a change in shares of 0.30% during the quarter. The current value of the position is $6,847,017 USD.

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)
2026-05-04 2026-03-31 13F ELI LILLY COM 532457108 6,347 19 0.30 5,838 -14.17 0.2350
2026-02-04 2025-12-31 13F ELI LILLY COM 532457108 6,328 384 6.46 6,801 49.97 0.2563
2025-11-17 2025-09-30 13F ELI LILLY COM 532457108 5,944 358 6.41 4,535 4.16 0.1676
2025-08-14 2025-06-30 13F ELI LILLY COM 532457108 5,586 3,148 129.12 4,355 116.29 0.1614
2025-05-08 2025-03-31 13F ELI LILLY COM 532457108 2,438 -208 -7.86 2,014 -1.42 0.0820
2025-02-13 2024-12-31 13F ELI LILLY COM 532457108 2,646 28 1.07 2,043 -11.94 0.0769
2024-11-14 2024-09-30 13F ELI LILLY COM 532457108 2,618 -167 -6.00 2,319 -8.01 0.0874
2024-08-06 2024-06-30 13F ELI LILLY COM 532457108 2,785 57 2.09 2,522 18.80 0.0964
2024-05-10 2024-03-31 13F ELI LILLY COM 532457108 2,728 -47 -1.69 2,122 31.23 0.0849
2024-02-14 2023-12-31 13F ELI LILLY COM 532457108 2,775 -1,840 -39.87 1,617 -34.77 0.0737
2023-11-15 2023-09-30 13F ELI LILLY COM 532457108 4,615 262 6.02 2,479 21.46 0.1158
2023-08-14 2023-06-30 13F LILLY ELI COM 532457108 4,353 782 21.90 2,042 66.48 0.0882
2023-05-12 2023-03-31 13F LILLY ELI COM 532457108 3,571 -208 -5.50 1,226 -11.29 0.0564
2023-02-14 2022-12-31 13F LILLY ELI COM 532457108 3,779 -237 -5.90 1,382 6.47 0.0662
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 4,016 81 2.06 1,298 1.72 0.0636
2022-08-12 2022-06-30 13F LILLY ELI COM 532457108 3,935 -60 -1.50 1,276 11.54 0.0564
2022-05-05 2022-03-31 13F LILLY ELI COM 532457108 3,995 328 8.94 1,144 12.93 0.0413
2022-02-14 2021-12-31 13F LILLY ELI COM 532457108 3,667 804 28.08 1,013 53.02 0.0348
2021-11-15 2021-09-30 13F LILLY ELI COM 532457108 2,863 726 33.97 662 34.83 0.0247
2021-08-13 2021-06-30 13F LILLY ELI COM 532457108 2,137 -43 -1.97 491 20.64 0.0189
2021-05-18 2021-03-31 13F LILLY ELI COM 532457108 2,180 452 26.16 407 39.38 0.0175
2021-02-16 2020-12-31 13F LILLY ELI COM 532457108 1,728 160 10.20 292 25.86 0.0129
2020-11-12 2020-09-30 13F Eli Lilly COM 532457108 1,568 -51 -3.15 232 -12.78 0.0108
2020-08-14 2020-06-30 13F Eli Lilly COM 532457108 1,619 1,619 266 0.0137
2019-11-12 2019-09-30 13F Eli Lilly COM 532457108 0 -2,990 -100.00 0 -100.00
2019-08-14 2019-06-30 13F Eli Lilly COM 532457108 2,990 -479 -13.81 331 -26.44 0.0185
2019-05-13 2019-03-31 13F Eli Lilly COM 532457108 3,469 390 12.67 450 26.40 0.0267
2019-02-14 2018-12-31 13F Eli Lilly COM 532457108 3,079 64 2.12 356 9.88 0.0225
2018-11-13 2018-09-30 13F Eli Lilly COM 532457108 3,015 -285 -8.64 324 14.89 0.0179
2018-08-14 2018-06-30 13F LILLY ELI COM 532457108 3,300 -550 -14.29 282 -5.37 0.0166
2018-05-15 2018-03-31 13F Eli Lilly COM 532457108 3,850 -1,480 -27.77 298 -33.78 0.0166
2018-02-14 2017-12-31 13F Eli Lilly COM 532457108 5,330 0 0.00 450 -1.32 0.0243
2017-11-14 2017-09-30 13F Eli Lilly COM 532457108 5,330 -1,504 -22.01 456 -18.86 0.0259
2017-08-14 2017-06-30 13F Eli Lilly COM 532457108 6,834 -1,321 -16.20 562 -18.08 0.0331
2017-05-05 2017-03-31 13F Eli Lilly COM 532457108 8,155 668 8.92 686 24.50 0.0424
2017-02-14 2016-12-31 13F Eli Lilly COM 532457108 7,487 255 3.53 551 -5.00 0.0361
2016-11-14 2016-09-30 13F Eli Lilly COM 532457108 7,232 100 1.40 580 3.20 0.0401
2016-08-16 2016-06-30 13F Eli Lilly COM 532457108 7,132 -2,414 -25.29 562 -18.20 0.0403
2016-05-13 2016-03-31 13F Eli Lilly COM 532457108 9,546 -281 -2.86 687 -17.03 0.0499
2016-02-16 2015-12-31 13F Eli Lilly COM 532457108 9,827 234 2.44 828 3.11 0.0566
2015-11-16 2015-09-30 13F Eli Lilly COM 532457108 9,593 -170 -1.74 803 -1.47 0.0659
2015-08-13 2015-06-30 13F Eli Lilly COM 532457108 9,763 -330 -3.27 815 11.19 0.0648
2015-05-14 2015-03-31 13F Eli Lilly COM 532457108 10,093 475 4.94 733 10.39 0.0613
2015-02-17 2014-12-31 13F Eli Lilly COM 532457108 9,618 -843 -8.06 664 -2.06 0.0585
2014-11-14 2014-09-30 13F Eli Lilly COM 532457108 10,461 0 0.00 678 4.31 0.0675
2014-08-15 2014-06-30 13F Eli Lilly COM 532457108 10,461 799 8.27 650 14.24 0.0708
2014-05-15 2014-03-31 13F Eli Lilly COM 532457108 9,662 92 0.96 569 16.60 0.0705
2014-02-14 2013-12-31 13F Eli Lilly COM 532457108 9,570 130 1.38 488 2.74 0.0656
2013-11-15 2013-09-30 13F Eli Lilly COM 532457108 9,440 0 0.00 475 2.37 0.0739
2013-08-09 2013-06-30 13F Eli Lilly COM 532457108 9,440 9,440 464 0.0909
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.