Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionVision Capital Management, Inc.
Latest Disclosed Ownership5,924 shares
Latest Disclosed Value $ 5,448,871
Vision Capital Management, Inc. ownership in LLY / Eli Lilly and Company

On April 24, 2026 - Vision Capital Management, Inc. filed a 13F-HR form disclosing ownership of 5,924 shares of Eli Lilly and Company (MX:LLY) valued at $5,448,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,924 shares of Eli Lilly and Company. This represents a change in shares of 0.00% 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)
2026-04-24 2026-03-31 13F ELI LILLY COM 532457108 5,924 0 0.00 5,449 -14.42 0.4298
2026-01-27 2025-12-31 13F ELI LILLY COM 532457108 5,924 -100 -1.66 6,367 38.51 0.7675
2025-10-23 2025-09-30 13F ELI LILLY COM 532457108 6,024 192 3.29 4,596 1.10 0.5670
2025-07-16 2025-06-30 13F ELI LILLY COM 532457108 5,832 -1,656 -22.12 4,546 -26.49 0.5974
2025-04-30 2025-03-31 13F ELI LILLY COM 532457108 7,488 -100 -1.32 6,185 5.57 0.8914
2025-01-27 2024-12-31 13F ELI LILLY COM 532457108 7,588 1,449 23.60 5,858 7.72 0.8608
2024-11-05 2024-09-30 13F ELI LILLY COM 532457108 6,139 -55 -0.89 5,439 -3.03 0.7667
2024-08-07 2024-06-30 13F ELI LILLY COM 532457108 6,194 -116 -1.84 5,608 14.24 0.8343
2024-05-09 2024-03-31 13F ELI LILLY COM 532457108 6,310 -299 -4.52 4,909 27.44 0.7322
2024-01-17 2023-12-31 13F ELI LILLY COM 532457108 6,609 -75 -1.12 3,853 7.30 0.6006
2023-10-25 2023-09-30 13F ELI LILLY COM 532457108 6,684 -278 -3.99 3,590 9.95 0.6607
2023-08-01 2023-06-30 13F LILLY ELI COM 532457108 6,962 -348 -4.76 3,265 30.08 0.5573
2023-05-03 2023-03-31 13F LILLY ELI COM 532457108 7,310 -20 -0.27 2,510 -6.38 0.4552
2023-01-26 2022-12-31 13F LILLY ELI COM 532457108 7,330 0 0.00 2,682 13.12 0.5124
2022-10-21 2022-09-30 13F LILLY ELI COM 532457108 7,330 294 4.18 2,370 3.90 0.4893
2022-08-10 2022-06-30 13F LILLY ELI COM 532457108 7,036 0 0.00 2,281 13.20 0.4301
2022-04-28 2022-03-31 13F Eli Lilly and cs 532457108 7,036 0 0.00 2,015 3.71 0.3312
2022-01-24 2021-12-31 13F Eli Lilly and cs 532457108 7,036 10 0.14 1,943 19.72 0.2900
2021-10-07 2021-09-30 13F Eli Lilly and cs 532457108 7,026 0 0.00 1,623 0.62 0.2647
2021-07-15 2021-06-30 13F Eli Lilly and cs 532457108 7,026 150 2.18 1,613 25.53 0.2663
2021-04-21 2021-03-31 13F Eli Lilly and cs 532457108 6,876 -50 -0.72 1,285 9.92 0.2286
2021-01-20 2020-12-31 13F Eli Lilly and cs 532457108 6,926 100 1.46 1,169 15.74 0.2172
2020-10-21 2020-09-30 13F Eli Lilly and cs 532457108 6,826 0 0.00 1,010 -9.90 0.2121
2020-07-24 2020-06-30 13F Eli Lilly and cs 532457108 6,826 0 0.00 1,121 18.37 0.2571
2020-04-14 2020-03-31 13F Eli Lilly and cs 532457108 6,826 -570 -7.71 947 -2.57 0.2514
2020-01-21 2019-12-31 13F Eli Lilly and cs 532457108 7,396 0 0.00 972 17.53 0.2275
2019-11-01 2019-09-30 13F LILLY ELI & CO COM cs 532457108 7,396 0 0.00 827 0.98 0.2148
2019-07-29 2019-06-30 13F LILLY ELI & CO COM cs 532457108 7,396 0 0.00 819 -14.69 0.2149
2019-05-01 2019-03-31 13F LILLY ELI & CO COM cs 532457108 7,396 400 5.72 960 18.52 0.2670
2019-01-10 2018-12-31 13F LILLY ELI & CO COM cs 532457108 6,996 0 0.00 810 7.86 0.2553
2018-10-10 2018-09-30 13F LILLY ELI & CO COM cs 532457108 6,996 0 0.00 751 25.80 0.2031
2018-07-06 2018-06-30 13F LILLY ELI & CO COM cs 532457108 6,996 24 0.34 597 10.76 0.1739
2018-04-23 2018-03-31 13F LILLY ELI & CO COM cs 532457108 6,972 6,972 539 0.1590
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.