Eli Lilly and Company
CL ˙ SNSE ˙ US5324571083
SecurityCL:LLY / Eli Lilly and Company
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership12,056 shares
Latest Disclosed Value $ 11,088,521
River Wealth Advisors LLC reports 4.82% decrease in ownership of LLY / Eli Lilly and Company

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 12,056 shares of Eli Lilly and Company (CL:LLY) valued at $11,088,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,666 shares of Eli Lilly and Company. This represents a change in shares of -4.82% 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)
2026-05-13 2026-03-31 13F ELI LILLY COM 532457108 12,056 -610 -4.82 11,089 -18.54 1.2734
2026-02-13 2025-12-31 13F ELI LILLY COM 532457108 12,666 350 2.84 13,612 44.85 1.5265
2025-11-12 2025-09-30 13F ELI LILLY COM 532457108 12,316 1,213 10.92 9,397 8.57 1.0987
2025-08-13 2025-06-30 13F ELI LILLY COM 532457108 11,103 1,148 11.53 8,655 5.27 1.0758
2025-05-14 2025-03-31 13F ELI LILLY COM 532457108 9,955 392 4.10 8,222 11.38 1.1428
2025-02-13 2024-12-31 13F ELI LILLY COM 532457108 9,563 1,269 15.30 7,383 0.48 0.9785
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 8,294 714 9.42 7,348 7.07 0.9794
2024-08-13 2024-06-30 13F ELI LILLY COM 532457108 7,580 2,003 35.92 6,863 58.18 0.9843
2024-05-14 2024-03-31 13F ELI LILLY COM 532457108 5,577 3,859 224.62 4,339 333.37 0.6307
2024-02-13 2023-12-31 13F ELI LILLY COM 532457108 1,718 835 94.56 1,001 111.18 0.1599
2023-11-13 2023-09-30 13F ELI LILLY COM 532457108 883 6 0.68 474 15.33 0.0848
2023-08-09 2023-06-30 13F LILLY ELI COM 532457108 877 1 0.11 411 36.54 0.0698
2023-05-11 2023-03-31 13F LILLY ELI COM 532457108 876 129 17.27 301 10.26 0.0548
2023-02-10 2022-12-31 13F LILLY ELI COM 532457108 747 747 273 0.0527
2019-05-07 2019-03-31 13F LILLY ELI COM 532457108 0 -599 -100.00 0 -100.00
2019-01-25 2018-12-31 13F LILLY ELI COM 532457108 599 -574 -48.93 69 -45.24 0.0307
2018-11-09 2018-09-30 13F LILLY ELI COM 532457108 1,173 -362 -23.58 126 -3.82 0.0464
2018-08-13 2018-06-30 13F LILLY ELI COM 532457108 1,535 1,535 131 0.0509
2018-05-02 2018-03-31 13F LILLY ELI COM 532457108 0 -2,599 -100.00 0 -100.00
2018-02-09 2017-12-31 13F LILLY ELI COM 532457108 2,599 -530 -16.94 220 -17.91 0.0915
2017-11-06 2017-09-30 13F LILLY ELI COM 532457108 3,129 -176 -5.33 268 -1.47 0.1212
2017-07-28 2017-06-30 13F LILLY ELI COM 532457108 3,305 279 9.22 272 6.67 0.1266
2017-05-12 2017-03-31 13F LILLY ELI COM 532457108 3,026 -593 -16.39 255 -4.14 0.1237
2017-02-17 2016-12-31 13F LILLY ELI COM 532457108 3,619 -171 -4.51 266 -12.50 0.1346
2016-11-02 2016-09-30 13F LILLY ELI COM 532457108 3,790 -266 -6.56 304 -4.70 0.1681
2016-08-05 2016-06-30 13F LILLY ELI COM 532457108 4,056 4 0.10 319 9.25 0.1832
2016-04-27 2016-03-31 13F LILLY ELI COM 532457108 4,052 611 17.76 292 0.69 0.1745
2016-01-19 2015-12-31 13F LILLY ELI COM 532457108 3,441 -217 -5.93 290 -5.23 0.1837
2015-10-26 2015-09-30 13F LILLY ELI COM 532457108 3,658 186 5.36 306 5.52 0.2101
2015-07-13 2015-06-30 13F LILLY ELI COM 532457108 3,472 -158 -4.35 290 9.85 0.1843
2015-05-15 2015-03-31 13F LILLY ELI COM 532457108 3,630 3,630 264 0.1634
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.