LLY — ELI LILLY AND CO.

Ownership history in MIROVA · 29 quarters on record

This page tracks every 13F SEC filing in which MIROVA reported a position in ELI LILLY AND 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

4.25% (2024 Q2)

Avg. % of fund

1.72%

First filed

2018 Q4

Last filed

2025 Q4

Quarters held

29

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	18,944	-3,184	-14.4%	2.94%	$20.4M	$1072.89
2025 Q3	REDUCED	22,128	-6,722	-23.3%	2.39%	$16.9M	$760.61
2025 Q2	ADDED	28,850	+2,125	+8.0%	3.17%	$22.5M	$775.39
2025 Q1	ADDED	26,725	+1,030	+4.0%	3.97%	$22.1M	$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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