Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership68,302 shares
Latest Disclosed Value $ 62,822,547
Mutual Advisors, LLC reports 3.79% increase in ownership of LLY / Eli Lilly and Company

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 68,302 shares of Eli Lilly and Company (MX:LLY) valued at $62,822,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 65,809 shares of Eli Lilly and Company. This represents a change in shares of 3.79% 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 68,302 2,493 3.79 62,823 -11.17 1.3444
2026-02-02 2025-12-31 13F ELI LILLY COM 532457108 65,809 55 0.08 70,724 31.00 1.5158
2025-11-04 2025-09-30 13F ELI LILLY COM 532457108 65,754 1,963 3.08 53,987 4.14 1.1888
2025-07-28 2025-06-30 13F ELI LILLY COM 532457108 63,791 328 0.52 51,842 -7.65 1.2946
2025-04-28 2025-03-31 13F ELI LILLY COM 532457108 63,463 19 0.03 56,136 16.79 1.6066
2025-01-17 2024-12-31 13F ELI LILLY COM 532457108 63,444 1,881 3.06 48,065 -12.41 1.3912
2024-10-25 2024-09-30 13F ELI LILLY COM 532457108 61,563 53 0.09 54,872 10.44 1.6039
2024-07-30 2024-06-30 13F ELI LILLY COM 532457108 61,510 -1,088 -1.74 49,687 2.03 1.4999
2024-05-02 2024-03-31 13F ELI LILLY COM 532457108 62,598 50,197 404.78 48,699 573.74 1.5618
2024-01-12 2023-12-31 13F ELI LILLY COM 532457108 12,401 2,098 20.36 7,229 30.63 0.2515
2023-11-13 2023-09-30 13F ELI LILLY COM 532457108 10,303 -2,418 -19.01 5,534 -7.26 0.2158
2023-07-31 2023-06-30 13F LILLY ELI COM 532457108 12,721 1,801 16.49 5,966 59.14 0.2264
2023-04-11 2023-03-31 13F LILLY ELI COM 532457108 10,920 1,081 10.99 3,750 4.17 0.1539
2023-01-12 2022-12-31 13F LILLY ELI COM 532457108 9,839 368 3.89 3,600 17.54 0.1610
2022-11-03 2022-09-30 13F LILLY ELI COM 532457108 9,471 -315 -3.22 3,062 -3.50 0.1575
2022-08-15 2022-06-30 13F LILLY ELI COM 532457108 9,786 -524 -5.08 3,173 7.45 0.2101
2022-05-09 2022-03-31 13F LILLY ELI COM 532457108 10,310 21 0.20 2,953 3.91 0.1653
2022-02-14 2021-12-31 13F LILLY ELI COM 532457108 10,289 -505 -4.68 2,842 13.95 0.1504
2021-11-15 2021-09-30 13F LILLY ELI COM 532457108 10,794 851 8.56 2,494 9.29 0.1476
2021-08-12 2021-06-30 13F LILLY ELI COM 532457108 9,943 55 0.56 2,282 23.55 0.1353
2021-05-13 2021-03-31 13F LILLY ELI COM 532457108 9,888 883 9.81 1,847 21.51 0.1264
2021-02-11 2020-12-31 13F LILLY ELI COM 532457108 9,005 -1,155 -11.37 1,520 1.06 0.1129
2020-11-13 2020-09-30 13F LILLY ELI COM 532457108 10,160 -203 -1.96 1,504 -11.58 0.1304
2020-08-05 2020-06-30 13F LILLY ELI COM 532457108 10,363 597 6.11 1,701 25.54 0.1671
2020-05-13 2020-03-31 13F LILLY ELI COM 532457108 9,766 401 4.28 1,355 10.07 0.1838
2020-02-11 2019-12-31 13F LILLY ELI COM 532457108 9,365 279 3.07 1,231 21.16 0.1309
2019-11-01 2019-09-30 13F LILLY ELI COM 532457108 9,086 168 1.88 1,016 2.83 0.1342
2019-08-15 2019-06-30 13F LILLY ELI COM 532457108 8,918 -25 -0.28 988 -14.83 0.1284
2019-05-15 2019-03-31 13F LILLY ELI COM 532457108 8,943 -152 -1.67 1,160 10.27 0.1718
2019-02-15 2018-12-31 13F LILLY ELI COM 532457108 9,095 57 0.63 1,052 8.45 0.2073
2018-11-15 2018-09-30 13F LILLY ELI COM 532457108 9,038 2,438 36.94 970 72.29 0.1473
2018-08-15 2018-06-30 13F LILLY ELI COM 532457108 6,600 512 8.41 563 19.53 0.1284
2018-05-11 2018-03-31 13F LILLY ELI COM 532457108 6,088 620 11.34 471 1.95 0.1194
2018-02-12 2017-12-31 13F LILLY ELI COM 532457108 5,468 5,468 462 0.1745
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.