Eli Lilly and Company
CL ˙ SNSE ˙ US5324571083
SecurityCL:LLY / Eli Lilly and Company
InstitutionHHM Wealth Advisors, LLC
Latest Disclosed Ownership2,104 shares
Latest Disclosed Value $ 1,934,748
HHM Wealth Advisors, LLC reports 9.13% increase in ownership of LLY / Eli Lilly and Company

On April 17, 2026 - HHM Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,104 shares of Eli Lilly and Company (CL:LLY) valued at $1,934,748 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,928 shares of Eli Lilly and Company. This represents a change in shares of 9.13% 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 COM 532457108 2,104 176 9.13 1,935 -6.62 0.1333
2026-01-22 2025-12-31 13F ELI LILLY COM 532457108 1,928 -19 -0.98 2,072 39.46 0.2439
2025-10-29 2025-09-30 13F ELI LILLY COM 532457108 1,947 -624 -24.27 1,486 -25.90 0.1719
2025-08-11 2025-06-30 13F ELI LILLY COM 532457108 2,571 -51 -1.95 2,004 -7.44 0.2382
2025-05-08 2025-03-31 13F ELI LILLY COM 532457108 2,622 86 3.39 2,166 10.63 0.2915
2025-01-24 2024-12-31 13F ELI LILLY COM 532457108 2,536 65 2.63 1,958 -10.60 0.2662
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 2,471 -534 -17.77 2,189 -19.52 0.3105
2024-08-07 2024-06-30 13F ELI LILLY COM 532457108 3,005 75 2.56 2,721 19.35 0.4094
2024-05-14 2024-03-31 13F ELI LILLY COM 532457108 2,930 0 0.00 2,279 33.51 0.3752
2024-02-05 2023-12-31 13F ELI LILLY COM 532457108 2,930 -4 -0.14 1,708 8.38 0.2972
2023-11-03 2023-09-30 13F ELI LILLY COM 532457108 2,934 -4 -0.14 1,576 14.38 0.3078
2023-08-14 2023-06-30 13F LILLY ELI COM 532457108 2,938 -53 -1.77 1,378 34.08 0.2584
2023-05-02 2023-03-31 13F LILLY ELI COM 532457108 2,991 99 3.42 1,027 -2.93 0.2097
2023-01-19 2022-12-31 13F LILLY ELI COM 532457108 2,892 0 0.00 1,058 13.16 0.2419
2022-11-04 2022-09-30 13F LILLY ELI COM 532457108 2,892 0 0.00 935 -0.32 0.2458
2022-08-08 2022-06-30 13F LILLY ELI COM 532457108 2,892 1,147 65.73 938 87.60 0.2403
2022-04-27 2022-03-31 13F LILLY ELI COM 532457108 1,745 0 0.00 500 3.73 0.1169
2022-02-03 2021-12-31 13F LILLY ELI COM 532457108 1,745 0 0.00 482 19.60 0.1163
2021-11-02 2021-09-30 13F LILLY ELI COM 532457108 1,745 -7 -0.40 403 0.25 0.1096
2021-07-27 2021-06-30 13F LILLY ELI COM 532457108 1,752 0 0.00 402 22.94 0.1093
2021-04-23 2021-03-31 13F LILLY ELI COM 532457108 1,752 0 0.00 327 10.47 0.1012
2021-01-28 2020-12-31 13F LILLY ELI COM 532457108 1,752 0 0.00 296 14.29 0.1017
2020-11-12 2020-09-30 13F LILLY ELI COM 532457108 1,752 7 0.40 259 -9.44 0.1035
2020-08-13 2020-06-30 13F LILLY ELI COM 532457108 1,745 0 0.00 286 18.18 0.1195
2020-05-12 2020-03-31 13F LILLY ELI COM 532457108 1,745 1,745 242 0.1181
2019-08-13 2019-06-30 13F LILLY ELI COM 532457108 0 -2,195 -100.00 0 -100.00
2019-05-14 2019-03-31 13F LILLY ELI COM 532457108 2,195 0 0.00 285 12.20 0.1823
2019-02-13 2018-12-31 13F LILLY ELI COM 532457108 2,195 2,195 254 0.1861
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.