EP Wealth Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1540569 TORRANCE, CA

Position in LLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$115,292,819

+$41,039,787 QoQ

Shares Held

96,123

+19.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#355

of 4,605 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Healthcare · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $468,870,808 across 14 Drug Manufacturers - General names. LLY ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	708,767	$180,005,554
2	LLY	ELI LILLY & Co This page	96,123	$115,292,819
3	ABBV	AbbVie Inc.	297,328	$74,819,617
4	MRK	Merck & Co., Inc.	282,377	$36,285,444
5	AMGN	Amgen Inc	70,291	$25,453,776
6	GILD	Gilead Sciences, Inc.	113,192	$14,300,677
7	NVS	Novartis AG	38,592	$6,048,138
8	PFE	Pfizer Inc	247,206	$5,952,720

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,292,819	96,123	+19.1%	Shares	Sole	2026-08-12
2026-03-31	$74,253,032	80,730	+7.2%	Shares	Sole	2026-05-14
2025-12-31	$80,899,768	75,278	+4.9%	Shares	Sole	2026-02-18
2025-06-30	$55,960,120	71,787	+3.8%	Shares	Sole	2025-08-14
2025-03-31	$57,106,721	69,144	+103.7%	Shares	Sole	2025-05-15
2024-12-31	$26,199,364	33,937	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$29,973,122	33,832	+8.0%	Shares	Sole	2024-11-15
2024-06-30	$28,361,933	31,326	+0.4%	Shares	Sole	2024-08-19
2024-03-31	$24,269,240	31,196	-11.3%	Shares	Sole	2024-05-14
2023-12-31	$20,493,135	35,156	+34.4%	Shares	Sole	2024-02-28
2023-09-30	$14,047,023	26,152	+303.6%	Shares	Sole	2023-11-24
2023-06-30	$3,038,521	6,479	-74.1%	Shares	Sole	2023-08-14
2023-03-31	$20,703	25,025	-2.2%	Shares	Sole	2023-06-05
2022-12-31	$9,361,845	25,590	+2.5%	Shares	Sole	2023-06-12
2022-09-30	$8,070,816	24,960	+282.4%	Shares	Sole	2022-12-02
2022-06-30	$2,116,573	6,528	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$1,867,418	6,521	+0.2%	Shares	Sole	2022-05-20
2021-12-31	$1,797,639	6,508	+6.5%	Shares	Sole	2022-02-17
2021-09-30	$1,411,715	6,110	-19.4%	Shares	Sole	2021-11-23
2021-06-30	$1,740,220	7,582	-7.4%	Shares	Sole	2021-08-24
2021-03-31	$1,529,308	8,186	+6.5%	Shares	Sole	2021-05-17
2020-12-31	$1,297,366	7,684	+34.5%	Shares	Sole	2021-02-18
2020-09-30	$845,342	5,711	—	Shares	Sole	2020-11-17
2020-06-30	$906,000	0	-100.0%	Shares	Sole	2020-08-14
2020-03-31	$965,768	6,962	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.