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O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in LLY — ELI LILLY & Co

CIK 1423442 Stamford, CT

Position in LLY

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$172,500,104
+$22,453,269 QoQ
Shares Held
187,547
+34.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LLY Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $891,059,383 across 15 Drug Manufacturers - General names. LLY ranks #1 (19.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LLY
ELI LILLY & Co
This page
187,547 $172,500,104

All Filings in LLY

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $172,500,104 187,547
2025-12-31 $150,046,835 139,620
2025-09-30 $95,233,082 124,814
2025-06-30 $93,223,992 119,590
2025-03-31 $101,098,817 122,409
2024-12-31 $83,357,472 107,976
2024-09-30 $96,157,269 108,537
2024-06-30 $96,023,697 106,059
2024-03-31 $79,439,051 102,112
2023-12-31 $55,669,442 95,501
2023-09-30 $57,495,469 107,042
2023-06-30 $45,764,475 97,583
2023-03-31 $30,420,487 88,581
2022-12-31 $34,639,194 94,684
2022-09-30 $27,042,730 83,633
2022-06-30 $22,988,555 70,902
2022-03-31 $15,876,352 55,440
2021-12-31 $9,983,143 36,142
2021-09-30 $7,257,280 31,410
2021-06-30 $5,410,474 23,573
2021-03-31 $4,978,566 26,649
2020-12-31 $37,077,432 219,601
2020-09-30 $81,854,763 552,998
2020-06-30 $113,687,918 692,459
2020-03-31 $108,921,001 785,186