Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionCornerstone Advisory, LLC
Latest Disclosed Ownership2,725 shares
Latest Disclosed Value $ 2,506,493
Cornerstone Advisory, LLC reports 2.21% increase in ownership of LLY / Eli Lilly and Company

On May 4, 2026 - Cornerstone Advisory, LLC filed a 13F-HR form disclosing ownership of 2,725 shares of Eli Lilly and Company (MX:LLY) valued at $2,506,493 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,666 shares of Eli Lilly and Company. This represents a change in shares of 2.21% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F ELI LILLY COM 532457108 2,725 59 2.21 2,506 -12.50 0.2373
2026-01-28 2025-12-31 13F ELI LILLY COM 532457108 2,666 40 1.52 2,865 42.99 0.2732
2025-11-07 2025-09-30 13F ELI LILLY COM 532457108 2,626 35 1.35 2,003 -0.79 0.1968
2025-07-30 2025-06-30 13F ELI LILLY COM 532457108 2,591 15 0.58 2,020 1.15 0.2169
2025-05-07 2025-03-31 13F ELI LILLY COM 532457108 2,576 45 1.78 1,997 -6.60 0.2330
2025-02-18 2024-12-31 13F ELI LILLY COM 532457108 2,531 -14 -0.55 2,137 -5.19 0.2428
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 2,545 14 0.55 2,255 -1.62 0.2967
2024-08-14 2024-06-30 13F ELI LILLY COM 532457108 2,531 94 3.86 2,291 20.90 0.3223
2024-05-08 2024-03-31 13F ELI LILLY COM 532457108 2,437 496 25.55 1,896 67.55 0.2703
2024-02-13 2023-12-31 13F ELI LILLY COM 532457108 1,941 209 12.07 1,131 21.61 0.1764
2023-11-14 2023-09-30 13F ELI LILLY COM 532457108 1,732 50 2.97 931 17.87 0.1628
2023-07-20 2023-06-30 13F LILLY ELI COM 532457108 1,682 35 2.13 789 39.65 0.1386
2023-05-04 2023-03-31 13F LILLY ELI COM 532457108 1,647 162 10.91 566 4.05 0.1019
2023-02-13 2022-12-31 13F LILLY ELI COM 532457108 1,485 317 27.14 543 43.65 0.1071
2022-10-26 2022-09-30 13F LILLY ELI COM 532457108 1,168 0 0.00 378 -0.26 0.0844
2022-08-02 2022-06-30 13F LILLY ELI COM 532457108 1,168 -1,556 -57.12 379 -51.41 0.0867
2022-05-20 2022-03-31 13F LILLY ELI COM 532457108 2,724 738 37.16 780 42.08 0.1189
2022-02-23 2021-12-31 13F LILLY ELI COM 532457108 1,986 -985 -33.15 549 -19.97 0.0789
2021-11-16 2021-09-30 13F LILLY ELI COM 532457108 2,971 0 0.00 686 0.73 0.1136
2021-08-16 2021-06-30 13F LILLY ELI COM 532457108 2,971 0 0.00 681 22.48 0.1147
2021-05-13 2021-03-31 13F LILLY ELI COM 532457108 2,971 1,100 58.79 556 75.95 0.1052
2021-05-11 2020-12-31 13F LILLY ELI COM 532457108 1,871 -84 -4.30 316 9.34 0.0640
2020-11-12 2020-09-30 13F LILLY ELI COM 532457108 1,955 0 0.00 289 -9.97 0.0674
2020-08-10 2020-06-30 13F LILLY ELI COM 532457108 1,955 200 11.40 321 32.10 0.0837
2020-05-11 2020-03-31 13F LILLY ELI COM 532457108 1,755 0 0.00 243 5.19 0.0739
2020-02-12 2019-12-31 13F LILLY ELI COM 532457108 1,755 1,755 231 0.0478
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.