Eli Lilly and Company
BG ˙ BUL ˙ US5324571083
SecurityBG:LLY / Eli Lilly and Company
InstitutionTyche Wealth Partners LLC
Latest Disclosed Ownership3,089 shares
Latest Disclosed Value $ 2,841,147
Tyche Wealth Partners LLC reports 0.39% decrease in ownership of LLY / Eli Lilly and Company

On May 6, 2026 - Tyche Wealth Partners LLC filed a 13F-HR form disclosing ownership of 3,089 shares of Eli Lilly and Company (BG:LLY) valued at $2,841,147 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,101 shares of Eli Lilly and Company. This represents a change in shares of -0.39% 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)
2026-05-06 2026-03-31 13F ELI LILLY COM 532457108 3,089 -12 -0.39 2,841 -14.74 0.4381
2026-01-23 2025-12-31 13F ELI LILLY COM 532457108 3,101 -2,015 -39.39 3,333 -14.63 0.5292
2025-11-04 2025-09-30 13F ELI LILLY COM 532457108 5,116 421 8.97 3,903 6.67 0.6848
2025-07-23 2025-06-30 13F ELI LILLY COM 532457108 4,695 -129 -2.67 3,660 -8.16 0.7350
2025-04-23 2025-03-31 13F ELI LILLY COM 532457108 4,824 -2,220 -31.52 3,984 -26.72 0.8623
2025-01-27 2024-12-31 13F ELI LILLY COM 532457108 7,044 2,427 52.57 5,438 32.93 1.1485
2024-10-25 2024-09-30 13F ELI LILLY COM 532457108 4,617 163 3.66 4,090 1.44 0.9261
2024-07-18 2024-06-30 13F ELI LILLY COM 532457108 4,454 445 11.10 4,032 29.31 0.9813
2024-04-23 2024-03-31 13F ELI LILLY COM 532457108 4,009 923 29.91 3,118 73.41 0.7633
2024-01-30 2023-12-31 13F ELI LILLY COM 532457108 3,086 3,086 1,799 0.4334
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.