Eli Lilly and Company
CL ˙ SNSE ˙ US5324571083
SecurityCL:LLY / Eli Lilly and Company
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership168,235 shares
Latest Disclosed Value $ 154,737,568
Welch & Forbes Llc reports 0.25% increase in ownership of LLY / Eli Lilly and Company

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 168,235 shares of Eli Lilly and Company (CL:LLY) valued at $154,737,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 167,818 shares of Eli Lilly and Company. This represents a change in shares of 0.25% 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)
2026-05-01 2026-03-31 13F ELI LILLY COM 532457108 168,235 417 0.25 154,738 -14.20 2.0006
2026-02-10 2025-12-31 13F ELI LILLY COM 532457108 167,818 -378 -0.22 180,351 40.53 2.1850
2025-11-04 2025-09-30 13F ELI LILLY COM 532457108 168,196 18,751 12.55 128,334 10.16 1.5456
2025-08-05 2025-06-30 13F ELI LILLY COM 532457108 149,445 910 0.61 116,497 -5.04 1.4548
2025-05-02 2025-03-31 13F ELI LILLY COM 532457108 148,535 1,555 1.06 122,677 8.12 1.6050
2025-02-07 2024-12-31 13F ELI LILLY COM 532457108 146,980 12,088 8.96 113,469 -5.05 1.4588
2024-11-04 2024-09-30 13F ELI LILLY COM 532457108 134,892 -2,553 -1.86 119,506 -6.59 1.5209
2024-08-02 2024-06-30 13F ELI LILLY COM 532457108 137,445 1,626 1.20 127,932 21.08 1.7072
2024-05-03 2024-03-31 13F ELI LILLY COM 532457108 135,819 2,726 2.05 105,662 36.19 1.4505
2024-02-06 2023-12-31 13F ELI LILLY COM 532457108 133,093 3,340 2.57 77,583 11.32 1.1719
2023-11-03 2023-09-30 13F ELI LILLY COM 532457108 129,753 7,896 6.48 69,694 21.95 1.1523
2023-07-28 2023-06-30 13F LILLY ELI COM 532457108 121,857 -971 -0.79 57,149 35.48 0.9015
2023-04-14 2023-03-31 13F LILLY ELI COM 532457108 122,828 1,584 1.31 42,182 -4.90 0.7143
2023-02-02 2022-12-31 13F LILLY ELI COM 532457108 121,244 -350 -0.29 44,356 12.81 0.7950
2022-10-31 2022-09-30 13F LILLY ELI COM 532457108 121,594 -2,596 -2.09 39,317 -2.36 0.7678
2022-07-22 2022-06-30 13F LILLY ELI COM 532457108 124,190 -4,250 -3.31 40,267 9.48 0.7368
2022-04-25 2022-03-31 13F LILLY ELI COM 532457108 128,440 -1,085 -0.84 36,781 2.81 0.5795
2022-01-19 2021-12-31 13F LILLY ELI COM 532457108 129,525 225 0.17 35,777 19.76 0.5356
2021-10-13 2021-09-30 13F LILLY ELI COM 532457108 129,300 100 0.08 29,875 0.74 0.4965
2021-07-22 2021-06-30 13F LILLY ELI COM 532457108 129,200 1,515 1.19 29,655 24.32 0.5011
2021-04-14 2021-03-31 13F LILLY ELI COM 532457108 127,685 -834 -0.65 23,854 9.93 0.4405
2021-01-20 2020-12-31 13F LILLY ELI COM 532457108 128,519 135 0.11 21,699 14.19 0.4245
2020-10-23 2020-09-30 13F LILLY ELI COM 532457108 128,384 2,930 2.34 19,003 -7.74 0.4101
2020-07-15 2020-06-30 13F LILLY ELI COM 532457108 125,454 -3,000 -2.34 20,597 15.59 0.4825
2020-04-17 2020-03-31 13F LILLY ELI COM 532457108 128,454 -1,650 -1.27 17,819 4.21 0.4977
2020-01-17 2019-12-31 13F LILLY ELI COM 532457108 130,104 -665 -0.51 17,099 16.92 0.3804
2019-10-11 2019-09-30 13F LILLY ELI COM 532457108 130,769 -2,775 -2.08 14,624 -1.16 0.3490
2019-07-12 2019-06-30 13F LILLY ELI COM 532457108 133,544 -978 -0.73 14,795 -15.24 0.3602
2019-04-29 2019-03-31 13F LILLY ELI COM 532457108 134,522 29 0.02 17,456 12.16 0.4379
2019-02-05 2018-12-31 13F LILLY ELI COM 532457108 134,493 -2,540 -1.85 15,563 5.83 0.4388
2018-10-17 2018-09-30 13F LILLY ELI COM 532457108 137,033 -4,549 -3.21 14,706 21.73 0.3505
2018-07-16 2018-06-30 13F LILLY ELI COM 532457108 141,582 -2,705 -1.87 12,081 8.21 0.3124
2018-04-12 2018-03-31 13F LILLY ELI COM 532457108 144,287 -1,681 -1.15 11,164 -9.43 0.2877
2018-01-26 2017-12-31 13F LILLY ELI COM 532457108 145,968 1,123 0.78 12,327 -0.50 0.3290
2017-11-13 2017-09-30 13F LILLY ELI COM 532457108 144,845 -275 -0.19 12,389 3.73 0.3261
2017-07-31 2017-06-30 13F LILLY ELI COM 532457108 145,120 460 0.32 11,944 -1.84 0.3338
2017-07-31 2017-03-31 13F/A-1 LILLY ELI COM 532457108 144,660 -660 -0.45 12,168 13.85 0.3483
2017-04-27 2017-03-31 13F LILLY ELI COM 532457108 144,660 -660 12,168
2017-02-07 2016-12-31 13F LILLY ELI COM 532457108 145,320 -353 -0.24 10,688 -8.59 0.3198
2016-11-02 2016-09-30 13F LILLY ELI COM 532457108 145,673 -1,866 -1.26 11,692 0.63 0.4043
2016-08-02 2016-06-30 13F LILLY ELI COM 532457108 147,539 446 0.30 11,619 9.71 0.3541
2016-05-05 2016-03-31 13F LILLY ELI COM 532457108 147,093 -3,376 -2.24 10,591 -16.47 0.3298
2016-01-27 2015-12-31 13F LILLY ELI COM 532457108 150,469 -910 -0.60 12,679 0.09 0.4068
2015-11-05 2015-09-30 13F LILLY ELI COM 532457108 151,379 -5,765 -3.67 12,668 -3.44 0.4229
2015-08-11 2015-06-30 13F LILLY ELI COM 532457108 157,144 -4,254 -2.64 13,119 11.88 0.4082
2015-04-30 2015-03-31 13F LILLY ELI COM 532457108 161,398 161,398 0.00 11,726 0.3523
2015-01-27 2014-12-31 13F LILLY ELI COM 532457108 0 -163,466 -100.00 0 -100.00
2014-10-27 2014-09-30 13F LILLY ELI COM 532457108 163,466 -790 -0.48 10,600 3.80 0.3236
2014-07-31 2014-06-30 13F LILLY ELI COM 532457108 164,256 419 0.26 10,212 5.90 0.3223
2014-05-01 2014-03-31 13F LILLY ELI COM 532457108 163,837 -798 -0.48 9,643 14.85 0.3054
2014-01-17 2013-12-31 13F LILLY ELI COM 532457108 164,635 4,972 3.11 8,396 4.48 0.2658
2013-10-31 2013-09-30 13F LILLY ELI COM 532457108 159,663 -966 -0.60 8,036 1.85 0.2705
2013-08-08 2013-06-30 13F LILLY ELI & COM 532457108 160,629 160,629 7,890 0.2821
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.