Position in LLY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$89,590,231
+$33,861,367 QoQ
Shares Held
74,694
+23.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#409
of 4,604 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Derivatives in LLY
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,278,917
PutShares
1,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $392,709,829 across 14 Drug Manufacturers - General names. LLY ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
74,694 | $89,590,231 | |
| 2 | JNJ |
Johnson & Johnson
|
345,519 | $87,751,460 | |
| 3 | ABBV |
AbbVie Inc.
|
254,843 | $64,128,692 | |
| 4 | NVO |
Novo Nordisk A S
|
1,000,682 | $47,972,695 | |
| 5 | AMGN |
Amgen Inc
|
90,846 | $32,897,153 | |
| 6 | MRK |
Merck & Co., Inc.
|
142,059 | $18,254,581 | |
| 7 | NVS |
Novartis AG
|
89,770 | $14,068,754 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
108,152 | $13,663,923 |
All Filings in LLY
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,590,231 | 74,694 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $2,278,917 | 1,900 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $1,931,517 | 2,100 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $55,728,864 | 60,590 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $64,831,151 | 60,326 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $2,471,764 | 2,300 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $43,539,832 | 57,064 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $686,700 | 900 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $41,410,192 | 53,122 | Shares | Defined | 2025-08-11 | |
| 2025-06-30 | $935,436 | 1,200 | Put | Defined | 2025-08-11 | |
| 2025-03-31 | $908,501 | 1,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $41,566,398 | 50,328 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $386,000 | 500 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $34,527,700 | 44,725 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $500 | 442,970 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $39,520,011 | 44,608 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $36,696,862 | 40,532 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,597,623 | 40,616 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $22,584,069 | 38,743 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,536,349 | 27,063 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,619,179 | 29,040 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $16,033,303 | 43,826 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $15,335,843 | 47,428 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,823,646 | 51,888 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $14,894,103 | 52,010 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,302,697 | 62,641 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,211,654 | 61,509 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,215,091 | 61,934 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,397,980 | 50,305 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,500,925 | 50,349 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $7,178,525 | 48,497 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,146,611 | 49,620 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,180,147 | 51,760 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||