Convergence Investment Partners, LLC
Position in LLY — ELI LILLY & Co
CIK 1456133
PALM BEACH GARDENS, FL
Position in LLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$710,062
+$22,994 QoQ
Shares Held
592
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,441
of 4,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Convergence Investment Partners, LLC holds $41,023,211 across 9 Drug Manufacturers - General names. LLY ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
170,194 | $9,806,578 | |
| 2 | MRK |
Merck & Co., Inc.
|
68,437 | $8,794,154 | |
| 3 | JNJ |
Johnson & Johnson
|
29,971 | $7,611,734 | |
| 4 | BIIB |
Biogen Inc.
|
23,321 | $5,038,735 | |
| 5 | ABBV |
AbbVie Inc.
|
19,281 | $4,851,870 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
29,203 | $3,689,507 | |
| 7 | LLY |
ELI LILLY & Co
This page
|
592 | $710,062 | |
| 8 | AMGN |
Amgen Inc
|
770 | $278,832 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,062 | 592 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $687,068 | 747 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $864,042 | 804 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $638,631 | 837 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $653,246 | 838 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $759,837 | 920 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $897,064 | 1,162 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,053,382 | 1,189 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,015,375 | 2,226 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,677,281 | 2,156 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $905,857 | 1,554 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $762,187 | 1,419 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $657,040 | 1,401 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $498,989 | 1,453 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $528,638 | 1,445 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $492,138 | 1,522 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $527,197 | 1,626 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $489,406 | 1,709 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $475,374 | 1,721 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $414,734 | 1,795 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $430,350 | 1,875 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $365,419 | 1,956 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $335,485 | 1,987 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $291,895 | 1,972 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $390,091 | 2,376 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $319,749 | 2,305 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||