Eli Lilly and Company
US ˙ NYSE ˙ US5324571083

SecurityLLY / Eli Lilly and Company
InstitutionEmpowered Funds, LLC
Latest Disclosed Ownership137,886 shares
Latest Disclosed Value $ 126,823,405
Empowered Funds, LLC reports 112.94% increase in ownership of LLY / Eli Lilly and Company

On May 15, 2026 - Empowered Funds, LLC filed a 13F-HR form disclosing ownership of 137,886 shares of Eli Lilly and Company (US:LLY) valued at $126,823,406 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 64,753 shares of Eli Lilly and Company. This represents a change in shares of 112.94% during the quarter. The current value of the position is $148,748,659 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)
2026-05-15 2026-03-31 13F ELI LILLY COM 532457108 137,886 73,133 112.94 126,823 82.25 0.3547
2026-02-11 2025-12-31 13F ELI LILLY COM 532457108 64,753 9,515 17.23 69,589 65.11 0.5538
2025-11-13 2025-09-30 13F ELI LILLY COM 532457108 55,238 11,894 27.44 42,147 24.74 0.4256
2025-08-11 2025-06-30 13F ELI LILLY COM 532457108 43,344 8,930 25.95 33,788 18.88 0.3824
2025-05-16 2025-03-31 13F ELI LILLY COM 532457108 34,414 -427 -1.23 28,423 5.67 0.4045
2025-01-28 2024-12-31 13F ELI LILLY COM 532457108 34,841 3,045 9.58 26,897 -4.52 0.3932
2024-11-06 2024-09-30 13F ELI LILLY COM 532457108 31,796 -1,520 -4.56 28,169 -6.61 0.4430
2024-07-30 2024-06-30 13F ELI LILLY COM 532457108 33,316 1,289 4.02 30,164 21.06 0.5220
2024-05-07 2024-03-31 13F/A-1 ELI LILLY COM 532457108 32,027 2,452 8.29 24,916 44.53 0.4498
2024-05-06 2024-03-31 13F ELI LILLY COM 532457108 32,027 2,452 24,916 0.2151
2024-02-14 2023-12-31 13F ELI LILLY COM 532457108 29,575 7,229 32.35 17,240 43.63 0.4328
2023-11-01 2023-09-30 13F ELI LILLY COM 532457108 22,346 1,464 7.01 12,003 22.56 0.3539
2023-07-27 2023-06-30 13F LILLY ELI COM 532457108 20,882 -7,268 -25.82 9,793 1.30 0.3443
2023-04-05 2023-03-31 13F LILLY ELI COM 532457108 28,150 2,830 11.18 9,667 4.36 0.5701
2023-02-21 2022-12-31 13F/A-1 LIBERTY MEDIA CORP DEL DEB 4.000%11/1 532457108 25,320 16,701 193.77 9,263 232.36 0.6053
2023-01-26 2022-12-31 13F LIBERTY MEDIA CORP DEL DEB 4.000%11/1 532457108 25,320 16,701 9 0.3724
2022-11-04 2022-09-30 13F LILLY ELI COM 532457108 8,619 -2,669 -23.64 2,787 -23.85 0.2699
2022-08-01 2022-06-30 13F LILLY ELI COM 532457108 11,288 6,812 152.19 3,660 185.49 0.4719
2022-04-21 2022-03-31 13F LILLY ELI COM 532457108 4,476 510 12.86 1,282 17.08 0.1401
2022-02-10 2021-12-31 13F LILLY ELI COM 532457108 3,966 630 18.88 1,095 42.02 0.1235
2021-11-12 2021-09-30 13F LILLY ELI COM 532457108 3,336 1,160 53.31 771 54.51 0.0989
2021-11-12 2021-06-30 13F/A-1 LILLY ELI COM 532457108 2,176 2,176 499 0.0633
2021-08-04 2021-06-30 13F LILLY ELI COM 532457108 2,176 2,176 499 0.0633
2019-11-01 2019-09-30 13F LILLY ELI COM 532457108 0 -9,719 -100.00 0 -100.00
2019-07-09 2019-06-30 13F LILLY ELI COM 532457108 9,719 -1,951 -16.72 1,077 -28.86 0.4501
2019-05-10 2019-03-31 13F LILLY ELI COM 532457108 11,670 11,670 1,514 0.5413
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.