Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,671,952
+$6,473,173 QoQ
Shares Held
19,736
+5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#825
of 4,605 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $67,973,516 across 11 Drug Manufacturers - General names. LLY ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
19,736 | $23,671,952 | |
| 2 | JNJ |
Johnson & Johnson
|
52,767 | $13,401,234 | |
| 3 | MRK |
Merck & Co., Inc.
|
84,891 | $10,908,493 | |
| 4 | ABBV |
AbbVie Inc.
|
33,122 | $8,334,820 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
67,905 | $3,912,686 | |
| 6 | AMGN |
Amgen Inc
|
6,692 | $2,423,307 | |
| 7 | PFE |
Pfizer Inc
|
78,104 | $1,880,744 | |
| 8 | NVS |
Novartis AG
|
8,936 | $1,400,449 |
All Filings in LLY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,671,952 | 19,736 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,198,779 | 18,699 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,584,949 | 20,085 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,970,353 | 20,931 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,970,094 | 19,204 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,327,060 | 17,347 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,396,004 | 16,057 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $14,278,694 | 16,117 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,420,923 | 11,510 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,831,401 | 11,352 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,141,352 | 12,251 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,606,161 | 12,299 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,633,856 | 12,013 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,259,438 | 12,403 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,120,296 | 13,996 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,035,206 | 15,572 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $4,733,433 | 14,599 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $3,312,441 | 11,567 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $548,296 | 1,985 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,114,123 | 4,822 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $291,949 | 1,272 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $1,034,982 | 5,540 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||