Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionBlue Chip Partners, Inc.
Latest Disclosed Ownership35,447 shares
Latest Disclosed Value $ 32,602,628
Blue Chip Partners, Inc. reports 0.74% increase in ownership of LLY / Eli Lilly and Company

On May 15, 2026 - Blue Chip Partners, Inc. filed a 13F-HR form disclosing ownership of 35,447 shares of Eli Lilly and Company (MX:LLY) valued at $32,602,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 35,185 shares of Eli Lilly and Company. This represents a change in shares of 0.74% 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)
2026-05-15 2026-03-31 13F ELI LILLY COM 532457108 35,447 262 0.74 32,603 -13.78 2.3470
2026-02-17 2025-12-31 13F ELI LILLY COM 532457108 35,185 11,356 47.66 37,812 107.98 2.7422
2025-11-17 2025-09-30 13F ELI LILLY COM 532457108 23,829 3,974 20.02 18,182 17.47 1.3597
2025-08-15 2025-06-30 13F ELI LILLY COM 532457108 19,855 2,837 16.67 15,478 10.12 1.2609
2025-05-15 2025-03-31 13F ELI LILLY COM 532457108 17,018 1,450 9.31 14,055 16.95 1.2120
2025-01-31 2024-12-31 13F ELI LILLY COM 532457108 15,568 287 1.88 12,019 -11.23 1.0334
2024-11-04 2024-09-30 13F ELI LILLY COM 532457108 15,281 372 2.50 13,538 0.30 1.1760
2024-07-29 2024-06-30 13F ELI LILLY COM 532457108 14,909 1,115 8.08 13,498 25.78 1.2470
2024-04-25 2024-03-31 13F ELI LILLY COM 532457108 13,794 12,002 669.75 10,731 927.87 1.0420
2024-02-05 2023-12-31 13F ELI LILLY COM 532457108 1,792 3 0.17 1,045 8.64 0.1089
2023-10-30 2023-09-30 13F ELI LILLY COM 532457108 1,789 -14 -0.78 961 13.73 0.1145
2023-08-02 2023-06-30 13F LILLY ELI COM 532457108 1,803 38 2.15 845 39.44 0.0961
2023-05-01 2023-03-31 13F LILLY ELI COM 532457108 1,765 -26 -1.45 606 -7.48 0.0719
2023-02-01 2022-12-31 13F LILLY ELI COM 532457108 1,791 -37 -2.02 655 10.83 0.0815
2022-10-27 2022-09-30 13F LILLY ELI COM 532457108 1,828 350 23.68 591 23.38 0.0810
2022-08-01 2022-06-30 13F LILLY ELI COM 532457108 1,478 13 0.89 479 14.05 0.0611
2022-05-04 2022-03-31 13F LILLY ELI COM 532457108 1,465 3 0.21 420 3.96 0.0522
2022-02-08 2021-12-31 13F LILLY ELI COM 532457108 1,462 3 0.21 404 19.88 0.0507
2021-11-02 2021-09-30 13F LILLY ELI COM 532457108 1,459 93 6.81 337 7.32 0.0473
2021-08-03 2021-06-30 13F LILLY ELI COM 532457108 1,366 3 0.22 314 23.14 0.0448
2021-05-04 2021-03-31 13F LILLY ELI COM 532457108 1,363 4 0.29 255 10.87 0.0392
2021-02-05 2020-12-31 13F LILLY ELI COM 532457108 1,359 -117 -7.93 230 5.50 0.0360
2020-10-27 2020-09-30 13F LILLY ELI COM 532457108 1,476 -38 -2.51 218 -12.45 0.0388
2020-07-30 2020-06-30 13F LILLY ELI COM 532457108 1,514 4 0.26 249 19.14 0.0488
2020-05-08 2020-03-31 13F LILLY ELI COM 532457108 1,510 -1,052 -41.06 209 -37.98 0.0519
2020-02-11 2019-12-31 13F LILLY ELI COM 532457108 2,562 -501 -16.36 337 -1.46 0.0641
2019-10-29 2019-09-30 13F LILLY ELI COM 532457108 3,063 585 23.61 342 24.36 0.0723
2019-07-31 2019-06-30 13F LILLY ELI COM 532457108 2,478 11 0.45 275 -14.06 0.0616
2019-04-23 2019-03-31 13F LILLY ELI COM 532457108 2,467 13 0.53 320 12.68 0.0758
2019-02-05 2018-12-31 13F LILLY ELI COM 532457108 2,454 12 0.49 284 8.40 0.0714
2018-10-26 2018-09-30 13F LILLY ELI COM 532457108 2,442 1 0.04 262 25.96 0.0639
2018-07-25 2018-06-30 13F LILLY ELI COM 532457108 2,441 -142 -5.50 208 4.00 0.0551
2018-04-25 2018-03-31 13F LILLY ELI COM 532457108 2,583 2,583 200 0.0554
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.