Eli Lilly and Company
CL ˙ SNSE ˙ US5324571083
SecurityCL:LLY / Eli Lilly and Company
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership530 shares
Latest Disclosed Value $ 487,479
Atwood & Palmer Inc reports 2.75% decrease in ownership of LLY / Eli Lilly and Company

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 530 shares of Eli Lilly and Company (CL:LLY) valued at $487,479 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 545 shares of Eli Lilly and Company. This represents a change in shares of -2.75% 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)
2026-04-15 2026-03-31 13F ELI LILLY COM 532457108 530 -15 -2.75 487 -16.75 0.0275
2026-01-28 2025-12-31 13F ELI LILLY COM 532457108 545 1 0.18 586 40.96 0.0333
2025-10-15 2025-09-30 13F ELI LILLY COM 532457108 544 0 0.00 415 -2.12 0.0244
2025-07-08 2025-06-30 13F ELI LILLY COM 532457108 544 -76 -12.26 424 -17.19 0.0265
2025-04-15 2025-03-31 13F ELI LILLY COM 532457108 620 88 16.54 512 24.88 0.0355
2025-01-16 2024-12-31 13F ELI LILLY COM 532457108 532 20 3.91 411 -9.49 0.0281
2024-10-07 2024-09-30 13F ELI LILLY COM 532457108 512 3 0.59 454 -1.52 0.0308
2024-07-10 2024-06-30 13F ELI LILLY COM 532457108 509 0 0.00 461 16.46 0.0349
2024-04-10 2024-03-31 13F ELI LILLY COM 532457108 509 12 2.41 396 36.68 0.0300
2024-01-12 2023-12-31 13F ELI LILLY COM 532457108 497 102 25.82 290 36.32 0.0234
2023-10-20 2023-09-30 13F ELI LILLY COM 532457108 395 0 0.00 212 14.59 0.0186
2023-07-18 2023-06-30 13F LILLY ELI COM 532457108 395 0 0.00 185 37.04 0.0166
2023-04-21 2023-03-31 13F LILLY ELI COM 532457108 395 0 0.00 136 -6.25 0.0128
2023-01-31 2022-12-31 13F LILLY ELI COM 532457108 395 0 0.00 145 12.50 0.0131
2022-10-12 2022-09-30 13F LILLY ELI COM 532457108 395 0 0.00 128 0.00 0.0127
2022-07-21 2022-06-30 13F LILLY ELI COM 532457108 395 -5 -1.25 128 11.30 0.0125
2022-04-29 2022-03-31 13F LILLY ELI COM 532457108 400 -50 -11.11 115 -7.26 0.0099
2022-01-24 2021-12-31 13F LILLY ELI COM 532457108 450 10 2.27 124 21.57 0.0104
2021-10-29 2021-09-30 13F/A-1 LILLY ELI COM 532457108 440 40 10.00 102 10.87 0.0091
2021-10-19 2021-09-30 13F LILLY ELI COM 532457108 440 40 102 0.0091
2021-07-26 2021-06-30 13F LILLY ELI COM 532457108 400 100 33.33 92 64.29 0.0083
2021-04-26 2021-03-31 13F LILLY ELI COM 532457108 300 -200 -40.00 56 -33.33 0.0054
2021-02-04 2020-12-31 13F LILLY ELI COM 532457108 500 400 400.00 84 460.00 0.0090
2020-10-28 2020-09-30 13F LILLY ELI COM 532457108 100 0 0.00 15 -6.25 0.0019
2020-07-24 2020-06-30 13F LILLY ELI COM 532457108 100 0 0.00 16 14.29 0.0022
2020-04-20 2020-03-31 13F LILLY ELI COM 532457108 100 0 0.00 14 7.69 0.0022
2020-02-05 2019-12-31 13F LILLY ELI COM 532457108 100 -534 -84.23 13 -81.69 0.0017
2019-10-21 2019-09-30 13F LILLY ELI COM 532457108 634 100 18.73 71 20.34 0.0096
2019-07-17 2019-06-30 13F LILLY ELI COM 532457108 534 -100 -15.77 59 -28.05 0.0080
2019-04-23 2019-03-31 13F LILLY ELI COM 532457108 634 -100 -13.62 82 -3.53 0.0116
2019-02-01 2018-12-31 13F LILLY ELI COM 532457108 734 534 267.00 85 304.76 0.0135
2018-10-29 2018-09-30 13F LILLY ELI COM 532457108 200 0 0.00 21 23.53 0.0027
2018-07-19 2018-06-30 13F LILLY ELI COM 532457108 200 0 0.00 17 13.33 0.0023
2018-04-30 2018-03-31 13F LILLY ELI COM 532457108 200 -318 -61.39 15 -65.91 0.0021
2018-02-08 2017-12-31 13F LILLY ELI COM 532457108 518 0 0.00 44 0.00 0.0062
2017-10-16 2017-09-30 13F LILLY ELI COM 532457108 518 0 0.00 44 2.33 0.0064
2017-08-08 2017-06-30 13F LILLY ELI COM 532457108 518 0 0.00 43 -2.27 0.0067
2017-04-28 2017-03-31 13F LILLY ELI COM 532457108 518 0 0.00 44 15.79 0.0070
2017-02-06 2016-12-31 13F LILLY ELI COM 532457108 518 0 0.00 38 -9.52 0.0068
2016-11-08 2016-09-30 13F LILLY ELI COM 532457108 518 0 0.00 42 2.44 0.0076
2016-07-21 2016-06-30 13F LILLY ELI COM 532457108 518 0 0.00 41 10.81 0.0074
2016-04-28 2016-03-31 13F LILLY ELI COM 532457108 518 -600 -53.67 37 -60.64 0.0066
2016-01-28 2015-12-31 13F LILLY ELI COM 532457108 1,118 0 0.00 94 0.00 0.0178
2015-11-12 2015-09-30 13F LILLY ELI COM 532457108 1,118 0 0.00 94 1.08 0.0183
2015-07-31 2015-06-30 13F LILLY ELI COM 532457108 1,118 0 0.00 93 14.81 0.0167
2015-05-05 2015-03-31 13F LILLY ELI COM 532457108 1,118 -741 -39.86 81 -37.21 0.0145
2015-02-17 2014-12-31 13F LILLY ELI COM 532457108 1,859 0 0.00 129 6.61 0.0241
2014-12-02 2014-09-30 13F/A-1 LILLY ELI COM 532457108 1,859 -141 -7.05 121 -2.42 0.0229
2014-11-12 2014-09-30 13F LILLY ELI COM 532457108 1,859 -141 121 0.0222
2014-08-11 2014-06-30 13F LILLY ELI COM 532457108 2,000 2,000 124 0.0331
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.