Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,263,523
+$2,149,313 QoQ
Shares Held
8,557
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,248
of 4,604 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $616,457,307 across 12 Drug Manufacturers - General names. LLY ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVO |
Novo Nordisk A S
|
6,475,622 | $310,441,318 | |
| 2 | ABBV |
AbbVie Inc.
|
512,541 | $128,975,817 | |
| 3 | JNJ |
Johnson & Johnson
|
469,392 | $119,211,486 | |
| 4 | MRK |
Merck & Co., Inc.
|
221,036 | $28,403,126 | |
| 5 | LLY |
ELI LILLY & Co
This page
|
8,557 | $10,263,523 | |
| 6 | AMGN |
Amgen Inc
|
23,296 | $8,435,947 | |
| 7 | PFE |
Pfizer Inc
|
283,402 | $6,824,320 | |
| 8 | NVS |
Novartis AG
|
17,363 | $2,721,129 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,263,523 | 8,557 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,114,210 | 8,822 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,606,565 | 8,939 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,782,307 | 8,889 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,950,289 | 8,916 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,412,542 | 8,975 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,940,280 | 8,990 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,954,855 | 8,979 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,182,824 | 9,038 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,953,406 | 8,938 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,183,907 | 8,893 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,793,348 | 8,924 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,180,018 | 8,913 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,980,885 | 8,680 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,160,857 | 8,640 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,793,744 | 8,640 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,814,640 | 8,681 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,383,457 | 8,323 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,298,979 | 8,323 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,925,570 | 8,334 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,688,578 | 7,357 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,435,524 | 7,684 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,381,786 | 8,184 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,142,270 | 7,717 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,278,469 | 7,787 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,046,781 | 7,546 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||