Position in LLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,205,500
+$5,522,372 QoQ
Shares Held
13,511
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#997
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $56,487,277 across 13 Drug Manufacturers - General names. LLY ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
13,511 | $16,205,500 | |
| 2 | ABBV |
AbbVie Inc.
|
47,935 | $12,062,363 | |
| 3 | JNJ |
Johnson & Johnson
|
38,636 | $9,812,384 | |
| 4 | MRK |
Merck & Co., Inc.
|
44,565 | $5,726,602 | |
| 5 | AMGN |
Amgen Inc
|
10,299 | $3,729,473 | |
| 6 | PFE |
Pfizer Inc
|
122,166 | $2,941,757 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
11,214 | $1,416,776 | |
| 8 | BIIB |
Biogen Inc.
|
5,364 | $1,158,945 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,205,500 | 13,511 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,683,128 | 11,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,943,974 | 12,975 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,464,429 | 9,783 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $7,066,439 | 9,065 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $17,357,324 | 21,016 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $12,849,940 | 16,645 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $21,492,904 | 24,260 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $28,632,642 | 31,625 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $19,554,802 | 25,136 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $12,420,276 | 21,307 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $10,230,177 | 19,046 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $5,492,693 | 11,712 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $3,262,833 | 9,501 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $3,531,819 | 9,654 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $2,425,448 | 7,501 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,674,323 | 5,164 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,071,882 | 3,743 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,277,793 | 4,626 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $349,116 | 1,511 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $335,558 | 1,462 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $291,812 | 1,562 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $913,762 | 5,412 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $909,138 | 6,142 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $924,497 | 5,631 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $832,597 | 6,002 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||