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MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership117,458 shares
Latest Disclosed Value $ 108,034,345
Wealthfront Advisers Llc reports 1.89% increase in ownership of LLY / Eli Lilly and Company

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 117,458 shares of Eli Lilly and Company (MX:LLY) valued at $108,034,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 115,280 shares of Eli Lilly and Company. This represents a change in shares of 1.89% 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 117,458 2,178 1.89 108,034 -12.80 0.2371
2026-01-30 2025-12-31 13F ELI LILLY COM 532457108 115,280 4,662 4.21 123,889 46.79 0.2769
2025-11-06 2025-09-30 13F ELI LILLY COM 532457108 110,618 4,906 4.64 84,402 2.42 0.1981
2025-07-31 2025-06-30 13F ELI LILLY COM 532457108 105,712 -5,557 -4.99 82,406 -10.33 0.2122
2025-05-02 2025-03-31 13F ELI LILLY COM 532457108 111,269 6,616 6.32 91,898 13.75 0.2467
2025-04-01 2024-12-31 13F/A-1 ELI LILLY COM 532457108 104,653 808 0.78 80,792 -12.18 0.2361
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 103,845 -1,372 -1.30 92,000 -3.42 0.2828
2024-08-14 2024-06-30 13F ELI LILLY COM 532457108 105,217 -930 -0.88 95,261 15.36 0.3205
2024-04-19 2024-03-31 13F ELI LILLY COM 532457108 106,147 -560 -0.52 82,578 32.76 0.2890
2024-02-09 2023-12-31 13F ELI LILLY COM 532457108 106,707 533 0.50 62,202 9.07 0.2389
2023-11-01 2023-09-30 13F ELI LILLY COM 532457108 106,174 -2,209 -2.04 57,029 12.20 0.2455
2023-08-07 2023-06-30 13F LILLY ELI COM 532457108 108,383 1,969 1.85 50,829 39.09 0.2155
2023-04-28 2023-03-31 13F LILLY ELI COM 532457108 106,414 -5,006 -4.49 36,545 -10.35 0.1661
2023-02-10 2022-12-31 13F LILLY ELI COM 532457108 111,420 1,391 1.26 40,762 14.57 0.1975
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 110,029 2,811 2.62 35,578 2.34 0.1892
2022-07-20 2022-06-30 13F LILLY ELI COM 532457108 107,218 23,903 28.69 34,763 45.70 0.1747
2022-05-16 2022-03-31 13F LILLY ELI COM 532457108 83,315 14,806 21.61 23,859 26.08 0.1046
2022-01-21 2021-12-31 13F LILLY ELI COM 532457108 68,509 8,217 13.63 18,924 35.85 0.0800
2021-11-15 2021-09-30 13F LILLY ELI COM 532457108 60,292 5,678 10.40 13,930 11.13 0.0645
2021-08-16 2021-06-30 13F LILLY ELI COM 532457108 54,614 3,275 6.38 12,535 30.70 0.0595
2021-05-14 2021-03-31 13F LILLY ELI COM 532457108 51,339 4,896 10.54 9,591 22.32 0.0514
2021-02-16 2020-12-31 13F LILLY ELI COM 532457108 46,443 -5,468 -10.53 7,841 2.04 0.0472
2020-11-16 2020-09-30 13F LILLY ELI COM 532457108 51,911 893 1.75 7,684 -8.26 0.0549
2020-08-14 2020-06-30 13F LILLY ELI COM 532457108 51,018 3,447 7.25 8,376 26.93 0.0650
2020-05-15 2020-03-31 13F LILLY ELI COM 532457108 47,571 12,036 33.87 6,599 41.31 0.0599
2020-01-21 2019-12-31 13F LILLY ELI COM 532457108 35,535 -6,462 -15.39 4,670 -0.57 0.0346
2019-10-15 2019-09-30 13F LILLY ELI COM 532457108 41,997 -7,387 -14.96 4,697 -14.15 0.0394
2019-08-13 2019-06-30 13F LILLY ELI COM 532457108 49,384 -7,529 -13.23 5,471 -25.92 0.0475
2019-05-13 2019-03-31 13F LILLY ELI COM 532457108 56,913 3,160 5.88 7,385 18.73 0.0685
2019-02-14 2018-12-31 13F LILLY ELI COM 532457108 53,753 53,753 6,220 0.0661
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.