Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership882 shares
Latest Disclosed Value $ 810,922
Crewe Advisors LLC reports 4.01% increase in ownership of LLY / Eli Lilly and Company

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 882 shares of Eli Lilly and Company (MX:LLY) valued at $810,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 848 shares of Eli Lilly and Company. This represents a change in shares of 4.01% 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)
2026-05-07 2026-03-31 13F ELI LILLY COM 532457108 882 34 4.01 811 -11.09 0.0692
2026-01-16 2025-12-31 13F ELI LILLY COM 532457108 848 -174 -17.03 911 16.94 0.0807
2025-11-13 2025-09-30 13F ELI LILLY COM 532457108 1,022 1,022 780 0.0744
2024-11-12 2024-09-30 13F ELI LILLY COM 532457108 0 -1,452 -100.00 0 -100.00
2024-07-29 2024-06-30 13F ELI LILLY COM 532457108 1,452 -79 -5.16 1,315 10.33 0.1473
2024-05-14 2024-03-31 13F ELI LILLY COM 532457108 1,531 1,531 1,191 0.1388
2023-11-09 2023-09-30 13F LILLY ELI COM 532457108 0 -771 -100.00 0 -100.00
2023-07-28 2023-06-30 13F LILLY ELI COM 532457108 771 -173 -18.33 362 11.42 0.0508
2023-05-12 2023-03-31 13F LILLY ELI COM 532457108 944 154 19.49 324 12.11 0.0473
2023-02-08 2022-12-31 13F LILLY ELI COM 532457108 790 -242 -23.45 289 -13.47 0.0459
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 1,032 97 10.37 334 10.23 0.0604
2022-08-02 2022-06-30 13F LILLY ELI COM 532457108 935 345 58.47 303 79.29 0.0669
2022-04-27 2022-03-31 13F LILLY ELI COM 532457108 590 0 0.00 169 3.68 0.0330
2022-02-10 2021-12-31 13F LILLY ELI COM 532457108 590 0 0.00 163 19.85 0.0331
2021-10-29 2021-09-30 13F LILLY ELI COM 532457108 590 0 0.00 136 0.74 0.0321
2021-08-11 2021-06-30 13F LILLY ELI COM 532457108 590 50 9.26 135 33.66 0.0335
2021-04-21 2021-03-31 13F LILLY ELI COM 532457108 540 0 0.00 101 10.99 0.0251
2021-01-27 2020-12-31 13F LILLY ELI COM 532457108 540 -32 -5.59 91 7.06 0.0364
2020-10-13 2020-09-30 13F LILLY ELI COM 532457108 572 132 30.00 85 18.06 0.0399
2020-07-24 2020-06-30 13F LILLY ELI COM 532457108 440 0 0.00 72 18.03 0.0352
2020-05-07 2020-03-31 13F LILLY ELI COM 532457108 440 0 0.00 61 5.17 0.0364
2020-02-05 2019-12-31 13F LILLY ELI COM 532457108 440 0 0.00 58 18.37 0.0254
2019-11-05 2019-09-30 13F LILLY ELI COM 532457108 440 0 0.00 49 0.00 0.0225
2019-08-09 2019-06-30 13F LILLY ELI COM 532457108 440 0 0.00 49 -14.04 0.0159
2019-05-10 2019-03-31 13F LILLY ELI COM 532457108 440 0 0.00 57 11.76 0.0179
2019-02-05 2018-12-31 13F LILLY ELI COM 532457108 440 0 0.00 51 8.51 0.0162
2018-11-13 2018-09-30 13F LILLY ELI COM 532457108 440 0 0.00 47 23.68 0.0398
2018-08-07 2018-06-30 13F LILLY ELI COM 532457108 440 -310 -41.33 38 -34.48 0.0353
2018-05-07 2018-03-31 13F LILLY ELI COM 532457108 750 176 30.66 58 20.83 0.0569
2018-02-09 2017-12-31 13F LILLY ELI COM 532457108 574 574 48 0.0470
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.