Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership27,054 shares
Latest Disclosed Value $ 24,883,457
Evercore Wealth Management, LLC reports 22.36% decrease in ownership of LLY / Eli Lilly and Company

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 27,054 shares of Eli Lilly and Company (MX:LLY) valued at $24,883,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,846 shares of Eli Lilly and Company. This represents a change in shares of -22.36% 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)
2026-05-15 2026-03-31 13F ELI LILLY COM 532457108 27,054 -7,792 -22.36 24,883 -33.55 0.2111
2026-02-17 2025-12-31 13F ELI LILLY COM 532457108 34,846 503 1.46 37,448 42.91 0.5488
2025-11-14 2025-09-30 13F ELI LILLY COM 532457108 34,343 -1,604 -4.46 26,204 -6.49 0.3845
2025-08-14 2025-06-30 13F ELI LILLY COM 532457108 35,947 -599 -1.64 28,022 -7.16 0.4357
2025-05-15 2025-03-31 13F ELI LILLY COM 532457108 36,546 -653 -1.76 30,184 5.10 0.4849
2025-02-14 2024-12-31 13F ELI LILLY COM 532457108 37,199 -67 -0.18 28,718 -13.02 0.4301
2024-11-14 2024-09-30 13F ELI LILLY COM 532457108 37,266 -3,220 -7.95 33,015 -9.93 0.4952
2024-08-14 2024-06-30 13F ELI LILLY COM 532457108 40,486 -52 -0.13 36,655 16.23 0.5770
2024-05-15 2024-03-31 13F ELI LILLY COM 532457108 40,538 -5,469 -11.89 31,537 17.59 0.4944
2024-02-14 2023-12-31 13F ELI LILLY COM 532457108 46,007 -834 -1.78 26,818 6.59 0.4497
2023-11-14 2023-09-30 13F ELI LILLY COM 532457108 46,841 -748 -1.57 25,160 12.73 0.4710
2023-08-04 2023-06-30 13F LILLY ELI COM 532457108 47,589 -693 -1.44 22,318 34.60 0.4093
2023-05-15 2023-03-31 13F LILLY ELI COM 532457108 48,282 -1,167 -2.36 16,581 -8.34 0.3306
2023-02-14 2022-12-31 13F LILLY ELI COM 532457108 49,449 -121 -0.24 18,090 12.86 0.3791
2022-11-14 2022-09-30 13F LILLY ELI COM 532457108 49,570 -75 -0.15 16,028 -0.43 0.3616
2022-08-15 2022-06-30 13F LILLY ELI COM 532457108 49,645 -1,634 -3.19 16,097 9.62 0.3394
2022-05-16 2022-03-31 13F LILLY ELI COM 532457108 51,279 -1,327 -2.52 14,685 1.06 0.2597
2022-02-14 2021-12-31 13F LILLY ELI COM 532457108 52,606 -1,800 -3.31 14,531 15.60 0.2363
2021-11-15 2021-09-30 13F LILLY ELI COM 532457108 54,406 -1,860 -3.31 12,570 -2.66 0.2275
2021-08-16 2021-06-30 13F LILLY ELI COM 532457108 56,266 -2,845 -4.81 12,914 16.94 0.2363
2021-05-17 2021-03-31 13F LILLY ELI COM 532457108 59,111 -2,443 -3.97 11,043 6.25 0.2188
2021-02-16 2020-12-31 13F LILLY ELI COM 532457108 61,554 -1,230 -1.96 10,393 11.84 0.2239
2020-11-16 2020-09-30 13F LILLY ELI COM 532457108 62,784 240 0.38 9,293 -9.50 0.2274
2020-08-13 2020-06-30 13F LILLY ELI COM 532457108 62,544 -176 -0.28 10,268 18.01 0.2743
2020-05-14 2020-03-31 13F LILLY ELI COM 532457108 62,720 -8,174 -11.53 8,701 -6.62 0.2869
2020-02-13 2019-12-31 13F LILLY ELI COM 532457108 70,894 -467 -0.65 9,318 16.75 0.2510
2019-11-14 2019-09-30 13F LILLY ELI COM 532457108 71,361 -1,750 -2.39 7,981 -1.47 0.2341
2019-08-13 2019-06-30 13F LILLY ELI COM 532457108 73,111 1,646 2.30 8,100 -12.65 0.2460
2019-05-14 2019-03-31 13F LILLY ELI COM 532457108 71,465 -1,852 -2.53 9,273 9.29 0.2987
2019-02-13 2018-12-31 13F LILLY ELI COM 532457108 73,317 -658 -0.89 8,485 6.88 0.3205
2018-11-13 2018-09-30 13F LILLY ELI COM 532457108 73,975 -3,817 -4.91 7,939 19.60 0.2538
2018-08-14 2018-06-30 13F LILLY ELI COM 532457108 77,792 53,840 224.78 6,638 258.23 0.2269
2018-05-14 2018-03-31 13F LILLY ELI COM 532457108 23,952 -420 -1.72 1,853 -9.96 0.0708
2018-02-13 2017-12-31 13F LILLY ELI COM 532457108 24,372 -1,460 -5.65 2,058 -6.84 0.0765
2017-11-13 2017-09-30 13F LILLY ELI COM 532457108 25,832 -182 -0.70 2,209 3.18 0.0860
2017-08-11 2017-06-30 13F LILLY ELI COM 532457108 26,014 1 0.00 2,141 -2.15 0.0827
2017-05-12 2017-03-31 13F LILLY ELI COM 532457108 26,013 2,916 12.63 2,188 28.78 0.0856
2017-02-08 2016-12-31 13F LILLY ELI COM 532457108 23,097 -3,042 -11.64 1,699 -19.02 0.0704
2016-11-10 2016-09-30 13F LILLY ELI COM 532457108 26,139 483 1.88 2,098 3.86 0.0868
2016-09-20 2016-06-30 13F/A-1 LILLY ELI COM 532457108 25,656 -1,592 -5.84 2,020 2.96 0.0893
2016-08-01 2016-06-30 13F LILLY ELI COM 532457108 25,139 1,980
2016-05-02 2016-03-31 13F LILLY ELI COM 532457108 27,248 -1,161 -4.09 1,962 -18.05 0.0867
2016-02-16 2015-12-31 13F LILLY ELI COM 532457108 28,409 1,788 6.72 2,394 7.40 0.1111
2015-11-16 2015-09-30 13F LILLY ELI COM 532457108 26,621 -167 -0.62 2,229 -0.27 0.1065
2015-08-06 2015-06-30 13F LILLY ELI COM 532457108 26,788 -3,886 -12.67 2,235 0.22 0.1009
2015-05-06 2015-03-31 13F LILLY ELI COM 532457108 30,674 -2,412 -7.29 2,230 -2.32 0.1024
2015-02-13 2014-12-31 13F LILLY ELI COM 532457108 33,086 -4,523 -12.03 2,283 -6.40 0.1138
2014-11-13 2014-09-30 13F LILLY ELI COM 532457108 37,609 9,091 31.88 2,439 37.72 0.1222
2014-08-14 2014-06-30 13F LILLY ELI COM 532457108 28,518 23,440 461.60 1,771 492.31 0.0913
2014-05-15 2014-03-31 13F LILLY ELI COM 532457108 5,078 375 7.97 299 24.58 0.0168
2014-02-11 2013-12-31 13F LILLY ELI COM 532457108 4,703 1,000 27.01 240 29.73 0.0132
2013-11-13 2013-09-30 13F LILLY ELI COM 532457108 3,703 439 13.45 185 15.63 0.0106
2013-08-14 2013-06-30 13F LILLY ELI COM 532457108 3,264 3,264 160 0.0091
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.