Eli Lilly and Company
BG ˙ BUL ˙ US5324571083
SecurityBG:LLY / Eli Lilly and Company
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership3,495 shares
Latest Disclosed Value $ 3,214,924
LVW Advisors, LLC reports 1.16% increase in ownership of LLY / Eli Lilly and Company

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 3,495 shares of Eli Lilly and Company (BG:LLY) valued at $3,214,924 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,455 shares of Eli Lilly and Company. This represents a change in shares of 1.16% 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)
2026-04-20 2026-03-31 13F ELI LILLY COM 532457108 3,495 40 1.16 3,215 -13.44 0.3063
2026-01-14 2025-12-31 13F ELI LILLY COM 532457108 3,455 167 5.08 3,713 47.99 0.3764
2025-10-20 2025-09-30 13F ELI LILLY COM 532457108 3,288 184 5.93 2,509 3.72 0.2562
2025-07-17 2025-06-30 13F ELI LILLY COM 532457108 3,104 203 7.00 2,420 0.96 0.2640
2025-04-09 2025-03-31 13F ELI LILLY COM 532457108 2,901 11 0.38 2,396 7.40 0.2865
2025-01-16 2024-12-31 13F ELI LILLY COM 532457108 2,890 -409 -12.40 2,231 -23.65 0.2686
2024-10-09 2024-09-30 13F ELI LILLY COM 532457108 3,299 -94 -2.77 2,923 -4.88 0.3721
2024-07-15 2024-06-30 13F ELI LILLY COM 532457108 3,393 -111 -3.17 3,072 12.69 0.4491
2024-04-18 2024-03-31 13F ELI LILLY COM 532457108 3,504 -356 -9.22 2,726 21.16 0.4614
2024-01-16 2023-12-31 13F ELI LILLY COM 532457108 3,860 907 30.71 2,250 41.87 0.4216
2023-10-11 2023-09-30 13F ELI LILLY COM 532457108 2,953 1,008 51.83 1,586 73.90 0.3274
2023-07-14 2023-06-30 13F LILLY ELI COM 532457108 1,945 34 1.78 912 39.02 0.1754
2023-05-03 2023-03-31 13F LILLY ELI COM 532457108 1,911 -35 -1.80 656 -7.74 0.1283
2023-01-19 2022-12-31 13F LILLY ELI COM 532457108 1,946 19 0.99 712 14.13 0.1448
2022-10-14 2022-09-30 13F LILLY ELI COM 532457108 1,927 385 24.97 623 24.60 0.1392
2022-07-22 2022-06-30 13F LILLY ELI COM 532457108 1,542 560 57.03 500 77.94 0.1017
2022-05-02 2022-03-31 13F LILLY ELI COM 532457108 982 -3 -0.30 281 3.31 0.0475
2022-01-26 2021-12-31 13F LILLY ELI COM 532457108 985 0 0.00 272 19.30 0.0463
2021-11-02 2021-09-30 13F LILLY ELI COM 532457108 985 0 0.00 228 0.88 0.0393
2021-07-15 2021-06-30 13F LILLY ELI COM 532457108 985 985 226 0.0401
2018-04-20 2018-03-31 13F LILLY ELI COM 532457108 0 -13,357 -100.00 0 -100.00
2018-02-12 2017-12-31 13F LILLY ELI COM 532457108 13,357 2,727 25.65 1,128 24.09 0.3295
2017-11-09 2017-09-30 13F LILLY ELI COM 532457108 10,630 10,630 -20.42 909 -19.41 0.3610
2017-05-11 2017-03-31 13F LILLY ELI COM 532457108 0 -5,215 -100.00 0 -100.00
2017-02-10 2016-12-31 13F LILLY ELI COM 532457108 5,215 -357 -6.41 384 -14.09 0.1342
2016-11-14 2016-09-30 13F LILLY ELI COM 532457108 5,572 1,645 41.89 447 44.66 0.1465
2016-08-11 2016-06-30 13F LILLY ELI COM 532457108 3,927 -1,304 -24.93 309 -18.04 0.1160
2016-05-11 2016-03-31 13F LILLY ELI COM 532457108 5,231 -385 -6.86 377 -20.30 0.1205
2016-02-16 2015-12-31 13F LILLY ELI COM 532457108 5,616 -856 -13.23 473 -12.73 0.1852
2016-02-16 2015-09-30 13F/A-1 LILLY ELI COM 532457108 6,472 800 14.10 542 14.35 0.2500
2015-11-13 2015-09-30 13F LILLY ELI COM 532457108 6,472 542
2015-08-13 2015-06-30 13F LILLY ELI COM 532457108 5,672 -1,430 -20.14 474 -8.14 0.2017
2015-05-13 2015-03-31 13F LILLY ELI COM 532457108 7,102 -30 -0.42 516 4.88 0.2457
2015-02-17 2014-12-31 13F LILLY ELI COM 532457108 7,132 7,132 492 0.2711
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.