Eli Lilly and Company
US ˙ NYSE ˙ US5324571083

SecurityLLY / Eli Lilly and Company
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership3,976 shares
Latest Disclosed Value $ 3,657,006
Legacy Bridge, LLC reports 2.95% increase in ownership of LLY / Eli Lilly and Company

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 3,976 shares of Eli Lilly and Company (US:LLY) valued at $3,657,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,862 shares of Eli Lilly and Company. This represents a change in shares of 2.95% during the quarter. The current value of the position is $4,289,229 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)
2026-05-14 2026-03-31 13F ELI LILLY COM 532457108 3,976 114 2.95 3,657 -11.88 1.3947
2026-01-23 2025-12-31 13F ELI LILLY COM 532457108 3,862 172 4.66 4,150 47.42 1.6845
2025-11-12 2025-09-30 13F ELI LILLY COM 532457108 3,690 79 2.19 2,815 0.04 1.1716
2025-08-06 2025-06-30 13F ELI LILLY COM 532457108 3,611 148 4.27 2,815 -1.61 1.3359
2025-05-08 2025-03-31 13F ELI LILLY COM 532457108 3,463 75 2.21 2,860 9.37 1.5959
2025-01-22 2024-12-31 13F ELI LILLY COM 532457108 3,388 -19 -0.56 2,616 -13.35 1.3636
2024-11-07 2024-09-30 13F ELI LILLY COM 532457108 3,407 -55 -1.59 3,018 -3.70 1.6254
2024-08-06 2024-06-30 13F ELI LILLY COM 532457108 3,462 -828 -19.30 3,134 -6.08 1.8476
2024-04-25 2024-03-31 13F ELI LILLY COM 532457108 4,290 -1,023 -19.25 3,337 7.75 1.9524
2024-01-17 2023-12-31 13F ELI LILLY COM 532457108 5,313 0 0.00 3,097 8.55 2.0069
2023-10-11 2023-09-30 13F ELI LILLY COM 532457108 5,313 0 0.00 2,854 14.53 2.0342
2023-07-11 2023-06-30 13F LILLY ELI COM 532457108 5,313 1,280 31.74 2,492 79.86 1.6633
2023-04-24 2023-03-31 13F LILLY ELI COM 532457108 4,033 50 1.26 1,385 -4.94 0.9662
2023-01-11 2022-12-31 13F LILLY ELI COM 532457108 3,983 3,918 6,027.69 1,457 6,838.10 1.0357
2022-11-02 2022-09-30 13F LILLY ELI COM 532457108 65 0 0.00 21 0.00 0.0168
2022-07-21 2022-06-30 13F LILLY ELI COM 532457108 65 0 0.00 21 10.53 0.0155
2022-04-28 2022-03-31 13F LILLY ELI COM 532457108 65 -45 -40.91 19 -36.67 0.0111
2022-01-18 2021-12-31 13F LILLY ELI COM 532457108 110 0 0.00 30 20.00 0.0156
2021-10-26 2021-09-30 13F LILLY ELI COM 532457108 110 45 69.23 25 66.67 0.0144
2021-08-03 2021-06-30 13F LILLY ELI COM 532457108 65 0 0.00 15 25.00 0.0085
2021-04-29 2021-03-31 13F LILLY ELI COM 532457108 65 0 0.00 12 9.09 0.0078
2021-02-02 2020-12-31 13F LILLY ELI COM 532457108 65 0 0.00 11 10.00 0.0080
2020-10-19 2020-09-30 13F LILLY ELI COM 532457108 65 0 0.00 10 -9.09 0.0091
2020-08-04 2020-06-30 13F LILLY ELI COM 532457108 65 0 0.00 11 22.22 0.0121
2020-05-01 2020-03-31 13F/A-1 LILLY ELI COM 532457108 65 0 0.00 9 0.00 0.0113
2020-04-09 2020-03-31 13F LILLY ELI COM 532457108 65 0 9 11,415.8147
2020-02-04 2019-12-31 13F LILLY ELI COM 532457108 65 0 0.00 9 28.57 0.0075
2019-10-15 2019-09-30 13F LILLY ELI COM 532457108 65 0 0.00 7 0.00 0.0067
2019-07-11 2019-06-30 13F LILLY ELI COM 532457108 65 0 0.00 7 -12.50 0.0068
2019-04-26 2019-03-31 13F LILLY ELI COM 532457108 65 0 0.00 8 0.00 0.0082
2019-01-25 2018-12-31 13F LILLY ELI COM 532457108 65 65 8 0.0099
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.