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Allworth Financial LP

Position in LLY — ELI LILLY & Co

CIK 1555170 FOLSOM, CA

Position in LLY

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$60,914,527
-$6,176,675 QoQ
Shares Held
66,228
+6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in LLY Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Mar 31, 2026

Allworth Financial LP holds $325,693,383 across 18 Drug Manufacturers - General names. LLY ranks #2 (18.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LLY
ELI LILLY & Co
This page
66,228 $60,914,527

All Filings in LLY

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $60,914,527 66,228
2025-12-31 $67,091,202 62,429
2025-09-30 $47,747,014 62,578
2025-06-30 $44,689,675 57,329
2025-03-31 $19,352,723 23,432
2024-12-31 $11,543,716 14,953
2024-09-30 $9,435,261 10,650
2024-06-30 $12,175,550 13,448
2024-03-31 $5,742,122 7,381
2023-12-31 $3,218,300 5,521
2023-09-30 $2,840,342 5,288
2023-06-30 $2,164,810 4,616
2023-03-31 $1,344,145 3,914
2022-12-31 $1,861,393 5,088
2022-09-30 $764,722 2,365
2022-06-30 $710,063 2,190
2022-03-31 $477,665 1,668
2021-12-31 $403,557 1,461
2021-09-30 $321,390 1,391
2021-06-30 $156,073 680
2021-03-31 $255,009 1,365
2020-12-31 $253,935 1,504
2020-09-30 $173,775 1,174
2020-06-30 $233,628 1,423
2020-03-31 $197,398 1,423