Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership6,896 shares
Latest Disclosed Value $ 6,342,742
Sowell Financial Services LLC reports 8.26% increase in ownership of LLY / Eli Lilly and Company

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 6,896 shares of Eli Lilly and Company (MX:LLY) valued at $6,342,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,370 shares of Eli Lilly and Company. This represents a change in shares of 8.26% 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)
2026-04-20 2026-03-31 13F ELI LILLY COM 532457108 6,896 526 8.26 6,343 -7.35 0.2346
2026-01-21 2025-12-31 13F ELI LILLY COM 532457108 6,370 -1 -0.02 6,845 40.81 0.2515
2025-10-17 2025-09-30 13F ELI LILLY COM 532457108 6,371 -24 -0.38 4,861 -2.49 0.1865
2025-07-14 2025-06-30 13F ELI LILLY COM 532457108 6,395 -392 -5.78 4,985 -11.06 0.2030
2025-04-17 2025-03-31 13F ELI LILLY COM 532457108 6,787 6,787 5,605 0.2551
2025-02-07 2024-12-31 13F ELI LILLY COM 532457108 0 -11,793 -100.00 0 -100.00
2024-10-04 2024-09-30 13F ELI LILLY COM 532457108 11,793 -6,290 -34.78 10,448 -36.18 0.4854
2024-08-13 2024-06-30 13F ELI LILLY COM 532457108 18,083 1,598 9.69 16,372 27.67 0.7818
2024-05-03 2024-03-31 13F ELI LILLY COM 532457108 16,485 4,622 38.96 12,824 85.45 0.6049
2024-01-24 2023-12-31 13F ELI LILLY COM 532457108 11,863 1,385 13.22 6,915 22.87 0.3746
2023-11-08 2023-09-30 13F ELI LILLY COM 532457108 10,478 116 1.12 5,628 15.80 0.3532
2023-08-14 2023-06-30 13F LILLY ELI COM 532457108 10,362 3,234 45.37 4,860 242,900.00 0.2709
2023-05-12 2023-03-31 13F LILLY ELI STOCK 532457108 7,128 7,128 2 0.1889
2021-08-05 2021-06-30 13F LILLY ELI & CO COM Stock 532457108 0 -6,171 -100.00 0 -100.00
2021-05-07 2021-03-31 13F LILLY ELI & CO COM Stock 532457108 6,171 541 9.61 1,197 25.87 0.0417
2021-01-13 2020-12-31 13F LILLY ELI & CO COM COM 532457108 5,630 393 7.50 951 22.71 0.0406
2020-11-12 2020-09-30 13F LILLY ELI & CO COM COM 532457108 5,237 -171 -3.16 775 -12.73 0.0387
2020-08-13 2020-06-30 13F LILLY ELI & CO COM Stock 532457108 5,408 -1,657 -23.45 888 -9.39 0.0488
2020-05-12 2020-03-31 13F LILLY ELI & CO COM Stock 532457108 7,065 -220 -3.02 980 2.40 0.0725
2020-02-07 2019-12-31 13F LILLY ELI & CO COM Stock 532457108 7,285 -101 -1.37 957 15.86 0.0729
2019-11-14 2019-09-30 13F LILLY ELI & CO COM COM 532457108 7,386 250 3.50 826 -10.80 0.0683
2019-05-15 2019-03-31 13F LILLY ELI & CO COM Stock 532457108 7,136 -58 -0.81 926 11.16 0.1034
2019-03-05 2018-12-31 13F LILLY ELI COM 532457108 7,194 -148 -2.02 833 5.71 0.1180
2018-11-13 2018-09-30 13F LILLY ELI COM 532457108 7,342 352 5.04 788 10.06 0.1144
2018-08-14 2018-06-30 13F LILLY ELI COM 532457108 6,990 114 1.66 716 32.10 0.1520
2018-05-10 2018-03-31 13F LILLY ELI COM 532457108 6,876 -339 -4.70 542 -12.44 0.1354
2018-01-29 2017-12-31 13F LILLY ELI COM 532457108 7,215 170 2.41 619 5.99 0.1513
2017-11-07 2017-09-30 13F LILLY ELI COM 532457108 7,045 1 0.01 584 1.21 0.1523
2017-08-14 2017-06-30 13F LILLY ELI COM 532457108 7,044 495 7.56 577 12.92 0.1638
2017-05-31 2017-03-31 13F LILLY ELI COM 532457108 6,549 503 8.32 511 7.35 0.1509
2017-02-27 2016-12-31 13F Eli Lilly COM 532457108 6,046 6,046 476 0.1594
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.