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MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership18,274 shares
Latest Disclosed Value $ 16,807,877
IFP Advisors, Inc reports 0.16% increase in ownership of LLY / Eli Lilly and Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 18,274 shares of Eli Lilly and Company (MX:LLY) valued at $16,807,877 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,245 shares of Eli Lilly and Company. This represents a change in shares of 0.16% 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)
2026-04-13 2026-03-31 13F ELI LILLY cs 532457108 18,274 29 0.16 16,808 -14.28 0.3485
2026-02-06 2025-12-31 13F ELI LILLY cs 532457108 18,245 649 3.69 19,608 46.05 0.4402
2026-02-06 2025-09-30 13F/A-1 ELI LILLY cs 532457108 17,596 2,038 13.10 13,426 10.68 0.3487
2025-12-02 2025-09-30 13F ELI LILLY cs 532457108 17,615 2,057 13,445 0.3467
2025-07-24 2025-06-30 13F ELI LILLY cs 532457108 15,558 -246 -1.56 12,131 -7.09 0.3449
2025-05-05 2025-03-31 13F ELI LILLY cs 532457108 15,804 1,813 12.96 13,056 20.82 0.4026
2025-02-04 2024-12-31 13F ELI LILLY cs 532457108 13,991 3,400 32.10 10,806 15.14 0.3539
2025-02-04 2024-09-30 13F ELI LILLY cs 532457108 10,591 -732 -6.46 9,386 -8.47 0.3383
2024-07-30 2024-06-30 13F ELI LILLY cs 532457108 11,323 606 5.65 10,254 22.95 0.4069
2024-07-30 2024-03-31 13F ELI LILLY cs 532457108 10,717 -787 -6.84 8,339 24.33 0.3657
2024-01-09 2023-12-31 13F ELI LILLY cs 532457108 11,504 411 3.71 6,707 12.55 0.3166
2023-10-12 2023-09-30 13F ELI LILLY cs 532457108 11,093 4,010 56.61 5,959 79.38 0.2679
2023-08-14 2023-06-30 13F/A-1 LILLY ELI cs 532457108 7,083 38 0.54 3,323 783.51 0.1390
2023-08-04 2023-06-30 13F LILLY ELI cs 532457108 7,083 38 379 0.0175
2023-04-18 2023-03-31 13F LILLY ELI cs 532457108 7,045 -7,654 -52.07 377 0.0164
2023-02-07 2022-12-31 13F LILLY ELI cs 532457108 14,699 91 0.62 1 -100.00 0.0225
2022-11-08 2022-09-30 13F LILLY ELI cs 532457108 14,608 1,313 9.88 848 10.13 0.0221
2022-09-06 2022-06-30 13F/A-1 LILLY ELI cs 532457108 13,295 0 0.00 770 0.00 0.0247
2022-09-06 2022-03-31 13F/A-1 LILLY ELI cs 532457108 13,295 10,570 387.89 770 1.72 0.0247
2022-08-08 2022-03-31 13F LILLY ELI CO COM Stock 532457108 3,722 997 206 0.0042
2022-01-12 2021-12-31 13F LILLY ELI CO COM Stock 532457108 2,725 -579 -17.52 757 -1.05 0.0148
2021-10-06 2021-09-30 13F LILLY ELI CO COM Stock 532457108 3,304 -203 -5.79 765 -4.73 0.0153
2021-07-13 2021-06-30 13F LILLY ELI CO COM Stock 532457108 3,507 -345 -8.96 803 11.22 0.0166
2021-04-30 2021-03-31 13F LILLY ELI CO COM Stock 532457108 3,852 -205 -5.05 722 5.56 0.0141
2021-01-25 2020-12-31 13F LILLY ELI CO COM Stock 532457108 4,057 -378 -8.52 684 4.59 0.0277
2020-10-29 2020-09-30 13F LILLY ELI CO COM Stock 532457108 4,435 95 2.19 654 -7.63 0.0390
2020-08-05 2020-06-30 13F LILLY ELI CO COM Stock 532457108 4,340 51 1.19 708 22.70 0.0561
2020-05-12 2020-03-31 13F LILLY ELI CO COM Stock 532457108 4,289 195 4.76 577 6.85 0.0582
2020-01-17 2019-12-31 13F LILLY ELI & CO COM Stock 532457108 4,094 -2,404 -37.00 540 -26.03 0.0406
2019-11-07 2019-09-30 13F LILLY ELI & CO COM Stock 532457108 6,498 2,818 76.58 730 52.40 0.0489
2019-05-15 2019-03-31 13F ELI LILLY Stock 532457108 3,680 -12,030 -76.58 479 -73.30 0.0654
2019-06-03 2018-12-31 13F/A-10 LILLY ELI & CO COM Stock 532457108 15,710 -3,162 -16.75 1,794 -11.41 0.1093
2019-01-23 2018-12-31 13F LILLY ELI & CO COM Stock 532457108 15,710 -3,162 1,794 0.1093
2019-06-03 2018-09-30 13F/A-9 LILLY ELI & CO COM Stock 532457108 18,872 1,058 5.94 2,025 33.22 0.0825
2018-10-25 2018-09-30 13F LILLY ELI & CO COM Stock 532457108 18,872 1,058 2,025 0.0825
2019-06-03 2018-06-30 13F/A-8 LILLY ELI & CO COM Stock 532457108 17,814 -11,776 -39.80 1,520 -39.18 0.0639
2018-08-07 2018-06-30 13F LILLY ELI & CO COM Stock 532457108 17,814 -6,061 1,520
2019-06-03 2018-03-31 13F/A-7 LILLY ELI & CO COM Stock 532457108 29,590 0 0.00 2,499 0.00 0.1133
2018-05-09 2018-03-31 13F LILLY ELI & CO COM Stock 532457108 23,875 -5,715 1,847
2019-06-03 2017-12-31 13F/A-6 LILLY ELI & CO COM Stock 532457108 29,590 -11,054 -27.20 2,499 -28.13 0.1133
2018-01-24 2017-12-31 13F LILLY ELI & CO COM Stock 532457108 29,590 -11,054 2,499
2017-10-30 2017-09-30 13F LILLY ELI & CO COM Stock 532457108 40,644 -1,079 -2.59 3,477 1.25 0.1381
2019-06-03 2017-06-30 13F/A-5 LILLY ELI & CO COM Stock 532457108 41,723 6,623 18.87 3,434 16.33 0.1456
2017-07-31 2017-06-30 13F LILLY ELI & CO COM Stock 532457108 41,723 6,623 3,434
2019-06-03 2017-03-31 13F/A-4 LILLY ELI & CO COM Stock 532457108 35,100 -1,347 -3.70 2,952 10.11 0.1286
2017-04-26 2017-03-31 13F LILLY ELI & CO COM Stock 532457108 35,100 -1,347 2,952
2019-06-03 2016-12-31 13F/A-3 LILLY ELI & CO COM Stock 532457108 36,447 10,093 38.30 2,681 26.76 0.1294
2017-02-14 2016-12-31 13F LILLY ELI & CO COM Stock 532457108 36,447 10,093 2,681
2016-11-04 2016-09-30 13F LILLY ELI & CO COM Stock 532457108 26,354 -1,980 -6.99 2,115 -5.20 0.1100
2019-06-03 2016-06-30 13F/A-2 LILLY ELI & CO COM Stock 532457108 28,334 24,654 669.95 2,231 365.76 0.1246
2016-08-22 2016-06-30 13F LILLY ELI & CO COM Stock 532457108 28,334 24,654 2,231
2019-06-03 2016-03-31 13F/A-1 ELI LILLY Stock 532457108 3,680 -19,295 -83.98 479 -75.26 0.0654
2016-05-02 2016-03-31 13F LILLY ELI & CO COM Stock 532457108 29,456 6,481 2,121
2016-02-11 2015-12-31 13F LILLY ELI & CO COM Stock 532457108 22,975 22,975 1,936 0.1300
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.