Eli Lilly and Company
CL ˙ SNSE ˙ US5324571083
SecurityCL:LLY / Eli Lilly and Company
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership10,775 shares
Latest Disclosed Value $ 9,910,049
Boston Private Wealth Llc reports 13.06% increase in ownership of LLY / Eli Lilly and Company

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 10,775 shares of Eli Lilly and Company (CL:LLY) valued at $9,910,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 9,530 shares of Eli Lilly and Company. This represents a change in shares of 13.06% 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)
2026-04-17 2026-03-31 13F ELI LILLY AND COM 532457108 10,775 1,245 13.06 9,910 -3.24 0.1740
2026-02-04 2025-12-31 13F ELI LILLY AND COM 532457108 9,530 1,612 20.36 10,242 69.54 0.6039
2025-11-06 2025-09-30 13F ELI LILLY AND COM 532457108 7,918 820 11.55 6,042 9.18 0.3251
2025-08-14 2025-06-30 13F ELI LILLY AND COM 532457108 7,098 7,098 5,533 0.2965
2025-05-14 2025-03-31 13F ELI LILLY AND COM 532457108 0 -15,914 -100.00 0 -100.00
2025-02-05 2024-12-31 13F ELI LILLY AND COM 532457108 15,914 15,914 12,286 0.2296
2024-10-18 2024-09-30 13F ELI LILLY AND COM 532457108 0 -16,907 -100.00 0 -100.00
2024-08-06 2024-06-30 13F ELI LILLY AND COM 532457108 16,907 1,055 6.66 15,308 24.13 0.3789
2024-05-15 2024-03-31 13F ELI LILLY AND COM 532457108 15,852 -452 -2.77 12,332 29.76 0.2749
2024-01-30 2023-12-31 13F ELI LILLY AND COM 532457108 16,304 362 2.27 9,504 11.00 0.2312
2023-10-23 2023-09-30 13F ELI LILLY AND COM 532457108 15,942 -4,986 -23.82 8,563 -12.76 0.1881
2023-07-24 2023-06-30 13F ELI LILLY AND COM 532457108 20,928 -3,174 -13.17 9,815 18.57 0.1774
2023-05-12 2023-03-31 13F ELI LILLY AND COM 532457108 24,102 -2,153 -8.20 8,277 -13.83 0.1157
2023-02-10 2022-12-31 13F Lilly Eli COM 532457108 26,255 409 1.58 9,605 14.93 0.1297
2022-11-09 2022-09-30 13F Lilly Eli COM 532457108 25,846 3,940 17.99 8,357 17.67 0.1220
2022-08-16 2022-06-30 13F Lilly Eli COM 532457108 21,906 903 4.30 7,102 18.07 0.1092
2022-05-13 2022-03-31 13F Lilly Eli COM 532457108 21,003 1,139 5.73 6,015 9.62 0.0806
2022-02-15 2021-12-31 13F Lilly Eli COM 532457108 19,864 -1,720 -7.97 5,487 10.03 0.0900
2021-11-09 2021-09-30 13F Lilly Eli COM 532457108 21,584 -1,858 -7.93 4,987 -7.32 0.0641
2021-08-13 2021-06-30 13F Lilly Eli COM 532457108 23,442 -1,241 -5.03 5,381 16.70 0.0682
2021-05-11 2021-03-31 13F Lilly Eli COM 532457108 24,683 290 1.19 4,611 11.94 0.0642
2021-02-10 2020-12-31 13F LILLY ELI & CO COM COM 532457108 24,393 -38 -0.16 4,119 13.91 0.0605
2020-11-10 2020-09-30 13F LILLY ELI & CO COM COM 532457108 24,431 350 1.45 3,616 -8.55 0.0596
2020-08-05 2020-06-30 13F LILLY ELI & CO COM COM 532457108 24,081 2,281 10.46 3,954 30.75 0.0735
2020-05-11 2020-03-31 13F Eli Lilly COM 532457108 21,800 928 4.45 3,024 10.24 0.0734
2020-02-13 2019-12-31 13F Eli Lilly COM 532457108 20,872 1,296 6.62 2,743 25.31 0.0499
2019-11-01 2019-09-30 13F Eli Lilly COM 532457108 19,576 506 2.65 2,189 3.60 0.0436
2019-07-10 2019-06-30 13F Eli Lilly COM 532457108 19,070 -1,606 -7.77 2,113 -21.24 0.0710
2019-05-14 2019-03-31 13F Eli Lilly COM 532457108 20,676 -110 -0.53 2,683 11.56 0.1060
2019-02-14 2018-12-31 13F Eli Lilly COM 532457108 20,786 -306 -1.45 2,405 6.27 0.1026
2018-11-13 2018-09-30 13F Eli Lilly COM 532457108 21,092 -491 -2.27 2,263 22.86 0.0800
2018-08-14 2018-06-30 13F Eli Lilly COM 532457108 21,583 -1,679 -7.22 1,842 2.33 0.0706
2018-05-11 2018-03-31 13F Eli Lilly COM 532457108 23,262 -159 -0.68 1,800 -9.00 0.0690
2018-02-13 2017-12-31 13F Eli Lilly COM 532457108 23,421 160 0.69 1,978 -0.60 0.0744
2017-11-13 2017-09-30 13F Eli Lilly COM 532457108 23,261 251 1.09 1,990 5.07 0.0765
2017-08-04 2017-06-30 13F Eli Lilly COM 532457108 23,010 -2,068 -8.25 1,894 -10.19 0.0743
2017-05-11 2017-03-31 13F Eli Lilly COM 532457108 25,078 1,805 7.76 2,109 23.19 0.0840
2017-02-15 2016-12-31 13F Eli Lilly COM 532457108 23,273 -23,819 -50.58 1,712 -54.70 0.0708
2016-11-15 2016-09-30 13F/A-1 Eli Lilly COM 532457108 47,092 -1,560 -3.21 3,779 -1.38 0.1537
2016-11-14 2016-09-30 13F Eli Lilly COM 532457108 48,652 0 3,832 0.1563
2016-08-01 2016-06-30 13F Eli Lilly COM 532457108 48,652 -8,706 -15.18 3,832 -7.22 0.1563
2016-05-13 2016-03-31 13F Eli Lilly COM 532457108 57,358 -7,861 -12.05 4,130 -24.84 0.1682
2016-02-12 2015-12-31 13F Eli Lilly COM 532457108 65,219 -13,776 -17.44 5,495 -16.88 0.2168
2015-11-12 2015-09-30 13F Eli Lilly COM 532457108 78,995 15,110 23.65 6,611 23.94 0.2563
2015-08-13 2015-06-30 13F Eli Lilly COM 532457108 63,885 -6,594 -9.36 5,334 4.18 0.1765
2015-05-12 2015-03-31 13F Eli Lilly COM 532457108 70,479 1,393 2.02 5,120 7.43 0.1653
2015-02-10 2014-12-31 13F Eli Lilly COM 532457108 69,086 69,086 4,766 0.1541
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.