Heritage Family Offices, LLP
Family OfficePosition in LLY — ELI LILLY & Co
CIK 2019316
SCOTTSDALE, AZ
Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,292,110
+$952,006 QoQ
Shares Held
1,911
+31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#2,369
of 4,605 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $5,858,722 across 7 Drug Manufacturers - General names. LLY ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,911 | $2,292,110 | |
| 2 | ABBV |
AbbVie Inc.
|
5,697 | $1,433,593 | |
| 3 | JNJ |
Johnson & Johnson
|
2,952 | $749,719 | |
| 4 | NVS |
Novartis AG
|
3,012 | $472,040 | |
| 5 | AZN |
Astrazeneca PLC
|
2,136 | $405,028 | |
| 6 | MRK |
Merck & Co., Inc.
|
2,167 | $278,459 | |
| 7 | AMGN |
Amgen Inc
|
629 | $227,773 |
All Filings in LLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,110 | 1,911 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,340,104 | 1,457 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,351,947 | 1,258 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,004,871 | 1,317 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,666,635 | 2,138 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,765,795 | 2,138 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,516,208 | 1,964 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,707,206 | 1,927 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,758,247 | 1,942 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||