Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionCumberland Partners Ltd
Latest Disclosed Ownership36,235 shares
Latest Disclosed Value $ 33,327,865
Cumberland Partners Ltd reports 6.18% increase in ownership of LLY / Eli Lilly and Company

On May 14, 2026 - Cumberland Partners Ltd filed a 13F-HR form disclosing ownership of 36,235 shares of Eli Lilly and Company (MX:LLY) valued at $33,327,865 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 34,125 shares of Eli Lilly and Company. This represents a change in shares of 6.18% 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)
2026-05-14 2026-03-31 13F ELI LILLY COM 532457108 36,235 2,110 6.18 33,328 -9.12 2.0464
2026-02-06 2025-12-31 13F ELI LILLY COM 532457108 34,125 2,250 7.06 36,673 50.79 2.2462
2025-11-07 2025-09-30 13F ELI LILLY COM 532457108 31,875 -4,727 -12.91 24,321 -14.76 1.5894
2025-08-12 2025-06-30 13F ELI LILLY COM 532457108 36,602 1,373 3.90 28,532 -1.94 1.9787
2025-05-09 2025-03-31 13F ELI LILLY COM 532457108 35,229 11,956 51.37 29,096 61.94 2.2440
2025-02-03 2024-12-31 13F ELI LILLY COM 532457108 23,273 1,289 5.86 17,967 -7.75 1.2530
2024-11-05 2024-09-30 13F ELI LILLY COM 532457108 21,984 13,942 173.36 19,477 167.49 1.3521
2024-08-13 2024-06-30 13F ELI LILLY COM 532457108 8,042 1,210 17.71 7,281 36.99 0.5295
2024-05-09 2024-03-31 13F ELI LILLY COM 532457108 6,832 -1,193 -14.87 5,315 15.37 0.3858
2024-02-01 2023-12-31 13F ELI LILLY COM 532457108 8,025 -4,220 -34.46 4,608 -29.95 0.4217
2023-11-08 2023-09-30 13F ELI LILLY COM 532457108 12,245 -278 -2.22 6,577 11.99 0.6326
2023-08-09 2023-06-30 13F LILLY ELI COM 532457108 12,523 7,070 129.65 5,873 213.73 0.5388
2023-05-08 2023-03-31 13F LILLY ELI COM 532457108 5,453 -14,050 -72.04 1,873 -73.76 0.1838
2023-02-06 2022-12-31 13F LILLY ELI COM 532457108 19,503 -3,530 -15.33 7,135 -4.22 0.7519
2022-11-14 2022-09-30 13F Eli Lilly COM 532457108 23,033 2,000 9.51 7,448 9.22 0.7909
2022-08-10 2022-06-30 13F Eli Lilly COM 532457108 21,033 325 1.57 6,819 14.99 0.6507
2022-05-10 2022-03-31 13F Eli Lilly COM 532457108 20,708 12,115 140.99 5,930 149.89 0.4484
2022-02-10 2021-12-31 13F Eli Lilly COM 532457108 8,593 8,593 2,373 0.1668
2021-05-11 2021-03-31 13F LILLY ELI COM 532457108 0 -7,545 -100.00 0 -100.00
2021-02-11 2020-12-31 13F LILLY ELI COM 532457108 7,545 2,250 42.49 1,274 62.50 0.1142
2020-11-03 2020-09-30 13F Eli Lilly COM 532457108 5,295 5,295 784 0.0820
2020-08-04 2020-06-30 13F LILLY ELI COM 532457108 0 -5,490 -100.00 0 -100.00
2020-05-13 2020-03-31 13F LILLY ELI COM 532457108 5,490 -1,900 -25.71 762 -21.52 0.0916
2020-02-07 2019-12-31 13F LILLY ELI COM 532457108 7,390 -65 -0.87 971 16.43 0.0862
2019-11-13 2019-09-30 13F Eli Lilly COM 532457108 7,455 1,865 33.36 834 34.73 0.0802
2019-08-08 2019-06-30 13F LILLY ELI COM 532457108 5,590 -562 -9.14 619 -22.43 0.0595
2019-05-15 2019-03-31 13F Eli Lilly COM 532457108 6,152 1,332 27.63 798 43.01 0.0803
2019-02-12 2018-12-31 13F ELI LILLY COM 532457108 4,820 920 23.59 558 33.17 0.0630
2018-11-15 2018-09-30 13F ELI LILLY COM 532457108 3,900 0 0.00 419 25.83 0.0400
2018-08-09 2018-06-30 13F ELI LILLY COM 532457108 3,900 3,900 333 0.0335
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.