Eli Lilly and Company
US ˙ NYSE ˙ US5324571083

SecurityLLY / Eli Lilly and Company
InstitutionCertified Advisory Corp
Latest Disclosed Ownership3,185 shares
Latest Disclosed Value $ 2,929,138
Certified Advisory Corp reports 4.61% decrease in ownership of LLY / Eli Lilly and Company

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 3,185 shares of Eli Lilly and Company (US:LLY) valued at $2,929,467 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 3,339 shares of Eli Lilly and Company. This represents a change in shares of -4.61% during the quarter. The current value of the position is $3,435,914 USD.

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 3,185 -154 -4.61 2,929 -18.37 0.2627
2026-01-12 2025-12-31 13F ELI LILLY COM 532457108 3,339 1 0.03 3,588 40.93 0.3269
2025-11-13 2025-09-30 13F ELI LILLY COM 532457108 3,338 -337 -9.17 2,547 -11.10 0.2419
2025-08-14 2025-06-30 13F ELI LILLY COM 532457108 3,675 61 1.69 2,865 -4.02 0.2978
2025-05-08 2025-03-31 13F ELI LILLY COM 532457108 3,614 -422 -10.46 2,985 -4.24 0.3379
2025-01-15 2024-12-31 13F ELI LILLY COM 532457108 4,036 -59 -1.44 3,116 -14.11 0.3382
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 4,095 31 0.76 3,628 -1.39 0.4020
2024-08-13 2024-06-30 13F ELI LILLY & CO COM Stock 532457108 4,064 142 3.62 3,679 20.58 0.4616
2024-05-10 2024-03-31 13F ELI LILLY & CO COM Stock 532457108 3,922 -8 -0.20 3,051 33.23 0.4257
2024-02-09 2023-12-31 13F ELI LILLY & CO COM Stock 532457108 3,930 -33,264 -89.43 2,291 7.71 0.3475
2023-11-13 2023-09-30 13F ELI LILLY & CO COM Stock 532457108 37,194 33,435 889.47 2,126 20.66 0.3910
2023-08-14 2023-06-30 13F LILLY ELI & CO COM Stock 532457108 3,759 -47 -1.23 1,763 34.81 0.3241
2023-05-17 2023-03-31 13F/A-1 LILLY ELI & CO COM Stock 532457108 3,806 275 7.79 1,307 1.24 0.2323
2023-05-15 2023-03-31 13F LILLY ELI & CO COM Stock 532457108 3,806 275 1,307 0.2323
2023-02-15 2022-12-31 13F LILLY ELI & CO COM Stock 532457108 3,531 -65 -1.81 1,292 11.01 0.2553
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 3,596 35 0.98 1,163 0.69 0.2654
2022-08-15 2022-06-30 13F LILLY ELI & CO COM COM 532457108 3,561 0 0.00 1,155 13.24 0.2575
2022-05-13 2022-03-31 13F LILLY ELI & CO COM Stock 532457108 3,561 1 0.03 1,020 3.76 0.2167
2022-02-14 2021-12-31 13F LILLY ELI & CO COM Stock 532457108 3,560 -175 -4.69 983 13.90 0.2168
2021-11-15 2021-09-30 13F LILLY ELI & CO COM Stock 532457108 3,735 -26 -0.69 863 0.00 0.2097
2021-08-16 2021-06-30 13F LILLY ELI & CO COM Stock 532457108 3,761 3,466 1,174.92 863 1,469.09 0.2169
2021-05-10 2021-03-31 13F LILLY ELI & CO COM Stock 532457108 295 69 30.53 55 48.65 0.0143
2020-07-27 2020-06-30 13F LILLY ELI & CO COM Stock 532457108 226 1 0.44 37 19.35 0.0122
2020-04-27 2020-03-31 13F LILLY ELI & CO COM Stock 532457108 225 0 0.00 31 3.33 0.0123
2020-01-29 2019-12-31 13F LILLY ELI & CO COM Stock 532457108 225 1 0.45 30 20.00 0.0096
2019-11-12 2019-09-30 13F LILLY ELI & CO COM Stock 532457108 224 41 22.40 25 25.00 0.0087
2019-08-07 2019-06-30 13F LILLY ELI & CO COM Stock 532457108 183 1 0.55 20 -16.67 0.0074
2019-05-07 2019-03-31 13F LILLY ELI & CO COM Stock 532457108 182 -12 -6.19 24 4.35 0.0101
2019-02-04 2018-12-31 13F LILLY ELI & CO COM Stock 532457108 194 0 0.00 23 15.00 0.0119
2018-11-13 2018-09-30 13F LILLY ELI & CO COM Stock 532457108 194 3 1.57 20 25.00 0.0093
2018-08-13 2018-06-30 13F LILLY ELI & CO COM COM 532457108 191 1 0.53 16 23.08 0.0089
2018-04-30 2018-03-31 13F LILLY ELI & CO COM COM 532457108 190 76 66.67 13 62.50 0.0077
2018-02-22 2017-12-31 13F LILLY ELI & CO COM COM 532457108 114 114 8 0.0057
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.