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MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionAldebaran Financial Inc.
Latest Disclosed Ownership1,953 shares
Latest Disclosed Value $ 1,796,311
Aldebaran Financial Inc. reports 5.45% increase in ownership of LLY / Eli Lilly and Company

On May 14, 2026 - Aldebaran Financial Inc. filed a 13F-HR form disclosing ownership of 1,953 shares of Eli Lilly and Company (MX:LLY) valued at $1,796,311 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,852 shares of Eli Lilly and Company. This represents a change in shares of 5.45% 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)
2026-05-14 2026-03-31 13F ELI LILLY COM 532457108 1,953 101 5.45 1,796 -10.16 1.7061
2026-01-23 2025-12-31 13F ELI LILLY COM 532457108 1,852 90 5.11 2,000 48.74 1.8507
2025-11-19 2025-09-30 13F ELI LILLY COM 532457108 1,762 319 22.11 1,344 19.57 1.3450
2025-08-14 2025-06-30 13F ELI LILLY COM 532457108 1,443 191 15.26 1,125 8.70 1.2449
2025-05-08 2025-03-31 13F ELI LILLY COM 532457108 1,252 -10 -0.79 1,034 5.94 1.2637
2025-02-14 2024-12-31 13F ELI LILLY COM 532457108 1,262 169 15.46 977 0.83 1.1414
2024-11-21 2024-09-30 13F ELI LILLY COM 532457108 1,093 370 51.18 968 48.01 1.1415
2024-08-22 2024-06-30 13F ELI LILLY COM 532457108 723 110 17.94 655 37.39 0.8578
2024-05-13 2024-03-31 13F ELI LILLY COM 532457108 613 10 1.66 477 35.61 0.6742
2024-02-01 2023-12-31 13F ELI LILLY COM 532457108 603 0 0.00 352 8.67 0.5183
2023-11-06 2023-09-30 13F ELI LILLY COM 532457108 603 603 324 0.5054
2023-04-24 2023-03-31 13F LILLY ELI COM 532457108 0 -1,037 -100.00 0 -100.00
2023-03-06 2022-12-31 13F LILLY ELI COM 532457108 1,037 -125 -10.76 379 0.26 0.4076
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 1,162 0 0.00 378 1.61 0.4152
2022-08-01 2022-06-30 13F LILLY ELI COM 532457108 1,162 0 0.00 372 11.71 0.3934
2022-04-18 2022-03-31 13F LILLY ELI COM 532457108 1,162 100 9.42 333 13.65 0.2587
2022-02-16 2021-12-31 13F LILLY ELI COM 532457108 1,062 0 0.00 293 19.59 0.2163
2021-10-21 2021-09-30 13F LILLY ELI COM 532457108 1,062 0 0.00 245 0.00 0.1980
2021-07-16 2021-06-30 13F LILLY ELI COM 532457108 1,062 1,062 245 0.2013
2020-07-20 2020-06-30 13F LILLY ELI COM 532457108 0 -5,850 -100.00 0 -100.00
2020-04-24 2020-03-31 13F LILLY ELI COM 532457108 5,850 0 0.00 812 5.59 0.7927
2020-02-10 2019-12-31 13F LILLY ELI COM 532457108 5,850 0 0.00 769 18.49 0.5839
2019-10-21 2019-09-30 13F LILLY ELI COM 532457108 5,850 0 0.00 649 0.15 0.4332
2019-08-14 2019-06-30 13F LILLY ELI COM 532457108 5,850 0 0.00 648 -14.62 0.4477
2019-04-23 2019-03-31 13F LILLY ELI COM 532457108 5,850 0 0.00 759 12.11 0.5337
2019-02-14 2018-12-31 13F LILLY ELI COM 532457108 5,850 -100 -1.68 677 6.11 0.5152
2018-11-08 2018-09-30 13F LILLY ELI COM 532457108 5,950 0 0.00 638 25.59 0.4140
2018-08-10 2018-06-30 13F LILLY ELI COM 532457108 5,950 0 0.00 508 10.43 0.3487
2018-05-12 2018-03-31 13F/A-1 LILLY ELI COM 532457108 5,950 0 0.00 460 -8.55 0.3085
2018-04-24 2018-03-31 13F LILLY ELI COM 532457108 5,950 0 460
2018-03-02 2017-12-31 13F LILLY ELI COM 532457108 5,950 0 0.00 503 -1.18 0.3343
2017-11-17 2017-09-30 13F LILLY ELI COM 532457108 5,950 0 0.00 509 3.88 0.3511
2017-08-28 2017-06-30 13F LILLY ELI COM 532457108 5,950 850 16.67 490 14.22 0.3573
2017-06-16 2017-03-31 13F LILLY ELI COM 532457108 5,100 -50 -0.97 429 13.19 0.3265
2017-03-23 2016-12-31 13F LILLY ELI COM 532457108 5,150 -1,000 -16.26 379 -23.28 0.3000
2016-12-16 2016-09-30 13F LILLY ELI COM 532457108 6,150 0 0.00 494 1.02 0.3916
2016-08-25 2016-06-30 13F LILLY ELI COM 532457108 6,150 0 0.00 489 10.38 0.3930
2016-05-16 2016-03-31 13F LILLY ELI COM 532457108 6,150 0 0.00 443 -13.31 0.3864
2016-02-17 2015-12-31 13F LILLY ELI COM 532457108 6,150 750 13.89 511 13.05 0.4732
2015-11-13 2015-09-30 13F LILLY ELI COM 532457108 5,400 -750 -12.20 452 -11.89 0.4271
2015-08-17 2015-06-30 13F/A-1 LILLY ELI COM 532457108 6,150 0 0.00 513 14.77 0.4327
2015-08-14 2015-06-30 13F LILLY ELI COM 532457108 6,150 513
2015-06-02 2015-03-31 13F LILLY ELI COM 532457108 6,150 1,300 26.80 447 33.43 0.3835
2015-02-13 2014-12-31 13F LILLY ELI COM 532457108 4,850 -750 -13.39 335 -7.71 0.2944
2014-11-14 2014-09-30 13F LILLY ELI COM 532457108 5,600 -400 -6.67 363 -2.68 0.3246
2014-08-15 2014-06-30 13F LILLY ELI COM 532457108 6,000 750 14.29 373 20.71 0.2936
2014-05-16 2014-03-31 13F/A-1 LILLY ELI COM 532457108 5,250 -750 -12.50 309 0.98 0.2699
2014-05-15 2014-03-31 13F LILLY ELI COM 532457108 5,000 309
2014-02-13 2013-12-31 13F LILLY ELI COM 532457108 6,000 6,000 306 0.2910
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.