Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership1,774 shares
Latest Disclosed Value $ 1,631,468
Legacy Advisors, LLC reports 18.17% decrease in ownership of LLY / Eli Lilly and Company

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 1,774 shares of Eli Lilly and Company (MX:LLY) valued at $1,631,468 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,168 shares of Eli Lilly and Company. This represents a change in shares of -18.17% 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)
2026-05-05 2026-03-31 13F ELI LILLY COM 532457108 1,774 -394 -18.17 1,631 -29.97 0.1923
2026-01-27 2025-12-31 13F ELI LILLY COM 532457108 2,168 372 20.71 2,330 70.00 0.2502
2025-11-13 2025-09-30 13F ELI LILLY COM 532457108 1,796 1,796 1,370 0.1692
2025-08-07 2025-06-30 13F ELI LILLY COM 532457108 0 -5,350 -100.00 0 -100.00
2025-04-23 2025-03-31 13F ELI LILLY COM 532457108 5,350 -1,043 -16.31 4,419 -10.48 0.4548
2025-02-14 2024-12-31 13F ELI LILLY COM 532457108 6,393 -1,288 -16.77 4,935 -27.47 0.4789
2024-11-13 2024-09-30 13F ELI LILLY COM 532457108 7,681 543 7.61 6,805 5.29 0.7368
2024-07-30 2024-06-30 13F ELI LILLY COM 532457108 7,138 829 13.14 6,462 31.66 0.7856
2024-04-30 2024-03-31 13F ELI LILLY COM 532457108 6,309 1,457 30.03 4,908 73.55 0.6202
2024-02-12 2023-12-31 13F ELI LILLY COM 532457108 4,852 2,807 137.26 2,828 157.56 0.3643
2023-11-14 2023-09-30 13F ELI LILLY COM 532457108 2,045 262 14.69 1,098 31.34 0.1770
2023-07-20 2023-06-30 13F LILLY ELI COM 532457108 1,783 125 7.54 836 46.92 0.1241
2023-05-01 2023-03-31 13F LILLY ELI COM 532457108 1,658 44 2.73 569 -3.56 0.1050
2023-02-01 2022-12-31 13F LILLY ELI Common Stock 532457108 1,614 86 5.63 590 19.43 0.1080
2022-11-09 2022-09-30 13F LILLY ELI COM 532457108 1,528 -397 -20.62 494 -20.83 0.1091
2022-07-25 2022-06-30 13F LILLY ELI COM 532457108 1,925 446 30.16 624 47.17 0.1312
2022-05-11 2022-03-31 13F LILLY ELI COM 532457108 1,479 618 71.78 424 78.15 0.0823
2022-02-14 2021-12-31 13F LILLY ELI COM 532457108 861 861 238 0.0873
2019-10-10 2019-09-30 13F LILLY ELI & CO COM COM 532457108 0 -1,466 -100.00 0 -100.00
2019-07-15 2019-06-30 13F LILLY ELI & CO COM COM 532457108 1,466 620 73.29 162 47.27 0.1095
2019-04-08 2019-03-31 13F LILLY ELI & CO COM COM 532457108 846 846 110 0.0685
2019-01-14 2018-12-31 13F LILLY ELI & CO COM COM 532457108 0 -845 -100.00 0 -100.00
2018-10-18 2018-09-30 13F LILLY ELI & CO COM COM 532457108 845 -509 -37.59 91 -21.55 0.0448
2018-07-19 2018-06-30 13F LILLY ELI & CO COM COM 532457108 1,354 733 118.04 116 136.73 0.0866
2018-04-17 2018-03-31 13F LILLY ELI & CO COM COM 532457108 621 271 77.43 49 68.97 0.0362
2018-01-26 2017-12-31 13F LILLY ELI & CO COM COM 532457108 350 151 75.88 29 70.59 0.0283
2017-11-03 2017-09-30 13F/A-1 Eli Lilly COM 532457108 199 49 32.67 17 41.67 0.0189
2017-11-01 2017-09-30 13F Eli Lilly COM 532457108 150 0 12
2017-11-01 2017-06-30 13F Eli Lilly COM 532457108 150 0 0.00 12 0.00 0.0153
2017-11-02 2017-03-31 13F Eli Lilly COM 532457108 150 0 0.00 12 9.09 0.0162
2017-11-03 2016-12-31 13F Eli Lilly COM 532457108 150 150 11 0.0150
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.