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MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionSfmg, Llc
Latest Disclosed Ownership3,075 shares
Latest Disclosed Value $ 2,828,302
Sfmg, Llc reports 5.09% increase in ownership of LLY / Eli Lilly and Company

On May 12, 2026 - Sfmg, Llc filed a 13F-HR form disclosing ownership of 3,075 shares of Eli Lilly and Company (MX:LLY) valued at $2,828,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,926 shares of Eli Lilly and Company. This represents a change in shares of 5.09% 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)
2026-05-12 2026-03-31 13F ELI LILLY COM 532457108 3,075 149 5.09 2,828 -10.05 0.1910
2026-02-10 2025-12-31 13F ELI LILLY COM 532457108 2,926 -49 -1.65 3,145 38.50 0.2108
2025-11-13 2025-09-30 13F ELI LILLY COM 532457108 2,975 66 2.27 2,270 0.13 0.1574
2025-08-12 2025-06-30 13F ELI LILLY COM 532457108 2,909 -46 -1.56 2,268 -7.09 0.1702
2025-05-09 2025-03-31 13F ELI LILLY COM 532457108 2,955 10 0.34 2,441 7.35 0.1926
2025-02-11 2024-12-31 13F ELI LILLY COM 532457108 2,945 -45 -1.51 2,274 -14.16 0.1793
2024-11-25 2024-09-30 13F ELI LILLY COM 532457108 2,990 -229 -7.11 2,649 -9.13 0.2147
2024-08-14 2024-06-30 13F ELI LILLY COM 532457108 3,219 177 5.82 2,915 23.16 0.2534
2024-05-07 2024-03-31 13F ELI LILLY COM 532457108 3,042 -441 -12.66 2,367 16.55 0.2035
2024-01-30 2023-12-31 13F ELI LILLY COM 532457108 3,483 447 14.72 2,030 24.54 0.1881
2023-11-06 2023-09-30 13F ELI LILLY COM 532457108 3,036 31 1.03 1,631 15.68 0.1676
2023-08-14 2023-06-30 13F LILLY ELI COM 532457108 3,005 8 0.27 1,409 36.93 0.1450
2023-05-01 2023-03-31 13F LILLY ELI COM 532457108 2,997 112 3.88 1,029 -2.46 0.1108
2023-01-25 2022-12-31 13F LILLY ELI COM 532457108 2,885 188 6.97 1,055 20.57 0.1171
2022-10-20 2022-09-30 13F LILLY ELI COM 532457108 2,697 21 0.78 875 0.92 0.1021
2022-08-08 2022-06-30 13F LILLY ELI COM 532457108 2,676 383 16.70 867 31.96 0.1006
2022-04-21 2022-03-31 13F LILLY ELI COM 532457108 2,293 -431 -15.82 657 -12.63 0.0650
2022-01-31 2021-12-31 13F LILLY ELI COM 532457108 2,724 78 2.95 752 23.08 0.0731
2021-11-01 2021-09-30 13F LILLY ELI COM 532457108 2,646 154 6.18 611 6.82 0.0678
2021-08-06 2021-06-30 13F LILLY ELI COM 532457108 2,492 57 2.34 572 25.71 0.0635
2021-05-03 2021-03-31 13F LILLY ELI COM 532457108 2,435 0 0.00 455 10.71 0.0528
2021-02-02 2020-12-31 13F LILLY ELI COM 532457108 2,435 -583 -19.32 411 -8.05 0.0521
2020-11-12 2020-09-30 13F LILLY ELI COM 532457108 3,018 1,098 57.19 447 41.90 0.0617
2020-08-03 2020-06-30 13F LILLY ELI COM 532457108 1,920 0 0.00 315 18.42 0.0449
2020-05-08 2020-03-31 13F LILLY ELI COM 532457108 1,920 1,920 266 0.0399
2019-11-12 2019-09-30 13F/A-1 LILLY ELI COM 532457108 0 -2,893 -100.00 0 -100.00
2019-08-05 2019-06-30 13F LILLY ELI COM 532457108 2,893 -4,471 -60.71 313 -67.26 0.0425
2019-05-13 2019-03-31 13F LILLY ELI COM 532457108 7,364 812 12.39 956 26.12 0.1382
2019-02-12 2018-12-31 13F LILLY ELI COM 532457108 6,552 1,855 39.49 758 51.30 0.1226
2018-11-15 2018-09-30 13F LILLY ELI COM 532457108 4,697 -4 -0.09 501 24.94 0.0770
2018-08-08 2018-06-30 13F LILLY ELI COM 532457108 4,701 1 0.02 401 10.16 0.0650
2018-05-10 2018-03-31 13F LILLY ELI COM 532457108 4,700 -273 -5.49 364 -13.33 0.0617
2018-02-09 2017-12-31 13F LILLY ELI COM 532457108 4,973 715 16.79 420 15.38 0.0697
2017-11-07 2017-09-30 13F LILLY ELI COM 532457108 4,258 0 0.00 364 4.00 0.0711
2017-08-07 2017-06-30 13F LILLY ELI COM 532457108 4,258 20 0.47 350 -1.69 0.0726
2017-05-01 2017-03-31 13F LILLY ELI COM 532457108 4,238 256 6.43 356 21.50 0.0721
2017-02-10 2016-12-31 13F LILLY ELI COM 532457108 3,982 -50 -1.24 293 -9.57 0.0625
2016-12-09 2016-09-30 13F LILLY ELI COM 532457108 4,032 0 0.00 324 1.89 0.0711
2016-08-13 2016-06-30 13F LILLY ELI COM 532457108 4,032 0 0.00 318 9.66 0.0710
2016-05-16 2016-03-31 13F LILLY ELI COM 532457108 4,032 -146 -3.49 290 -17.61 0.0639
2016-02-08 2015-12-31 13F LILLY ELI COM 532457108 4,178 -698 -14.32 352 -13.73 0.0802
2015-11-13 2015-09-30 13F LILLY ELI COM 532457108 4,876 -910 -15.73 408 -15.53 0.0986
2015-08-12 2015-06-30 13F LILLY ELI COM 532457108 5,786 -7,430 -56.22 483 -49.69 0.1080
2015-05-11 2015-03-31 13F LILLY ELI COM 532457108 13,216 7,428 128.33 960 140.60 0.0775
2015-02-11 2014-12-31 13F LILLY ELI COM 532457108 5,788 0 0.00 399 6.40 0.0888
2014-11-14 2014-09-30 13F LILLY ELI COM 532457108 5,788 -17 -0.29 375 3.88 0.1174
2014-08-14 2014-06-30 13F LILLY ELI COM 532457108 5,805 950 19.57 361 26.22 0.1243
2014-05-14 2014-03-31 13F LILLY ELI COM 532457108 4,855 50 1.04 286 16.73 0.0963
2014-02-05 2013-12-31 13F LILLY ELI COM 532457108 4,805 -320 -6.24 245 -5.04 0.0842
2013-11-14 2013-09-30 13F LILLY ELI COM 532457108 5,125 -11 -0.21 258 2.38 0.1034
2013-08-19 2013-06-30 13F LILLY ELI & COM 532457108 5,136 5,136 252 0.1007
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.