SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in LLY — ELI LILLY & Co
CIK 1079935
LOS ANGELES, CA
Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$69,037,996
+$16,375,646 QoQ
Shares Held
57,559
+0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
#461
of 4,605 holders
Holding Since
Jun 2024
9 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $78,743,107 across 9 Drug Manufacturers - General names. LLY ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
57,559 | $69,037,996 | |
| 2 | JNJ |
Johnson & Johnson
|
8,972 | $2,278,618 | |
| 3 | AMGN |
Amgen Inc
|
6,232 | $2,256,731 | |
| 4 | ABBV |
AbbVie Inc.
|
5,312 | $1,336,711 | |
| 5 | AZN |
Astrazeneca PLC
|
6,802 | $1,289,794 | |
| 6 | PFE |
Pfizer Inc
|
38,803 | $934,375 | |
| 7 | MRK |
Merck & Co., Inc.
|
7,229 | $928,926 | |
| 8 | NVO |
Novo Nordisk A S
|
8,810 | $422,350 |
All Filings in LLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,037,996 | 57,559 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $52,662,350 | 57,256 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $77,999,206 | 72,579 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $55,584,550 | 72,850 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $43,211,685 | 55,433 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $15,287,593 | 18,510 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,019,040 | 1,320 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,132,230 | 1,278 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,101,846 | 1,217 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||