LLY — Eli Lilly Inc.

Ownership history in Knott David M Jr  ·  16 quarters on record

This page tracks every 13F SEC filing in which Knott David M Jr reported a position in Eli Lilly Inc. (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2025 Q1)
Avg. % of fund
0.07%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 300 — 0% 0.09% $229K $760.61
2025 Q2 UNCHANGED 300 — 0% 0.11% $234K $775.39
2025 Q1 UNCHANGED 300 — 0% 0.12% $248K $819.84
2024 Q4 UNCHANGED 300 — 0% 0.08% $232K $765.01
2024 Q3 UNCHANGED 300 — 0% 0.09% $266K $876.46
2024 Q2 UNCHANGED 300 — 0% 0.11% $272K $894.45
2024 Q1 UNCHANGED 300 — 0% 0.08% $233K $767.26
2023 Q4 UNCHANGED 300 — 0% 0.07% $175K $573.89
2023 Q3 UNCHANGED 300 — 0% 0.06% $161K $527.84
2023 Q2 UNCHANGED 300 — 0% 0.06% $141K $459.88
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%
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