LLY — LILLY ELI & CO

Ownership history in Mirova US LLC · 20 quarters on record

This page tracks every 13F SEC filing in which Mirova US LLC reported a position in LILLY ELI & CO (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

6.8% (2024 Q2)

Avg. % of fund

4.8%

First filed

2021 Q1

Last filed

2025 Q4

Quarters held

20

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	384,274	+3,607	+0.9%	4.15%	$413.0M	$1072.89
2025 Q3	REDUCED	380,667	-14,588	-3.7%	2.93%	$290.4M	$760.61
2025 Q2	REDUCED	395,255	-215,500	-35.3%	3.19%	$308.1M	$775.39
2025 Q1	ADDED	610,755	+20,834	+3.5%	5.99%	$504.4M	$819.84

% 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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