UNITED CAPITAL FINANCIAL ADVISORS, LLC LLY — LILLY, ELI AND COMPANY COM

Ownership history in UNITED CAPITAL FINANCIAL ADVISORS, LLC  ·  73 quarters on record

AI Ownership Summary

UNITED CAPITAL FINANCIAL ADVISORS, LLC reported LILLY, ELI AND COMPANY COM (LLY) in 73 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.49% in 2026 Q2. The latest visible filing shows LLY at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UNITED CAPITAL FINANCIAL ADVISORS, LLC's position in LILLY, ELI AND COMPANY COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LLY was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LLY stock page UNITED CAPITAL FINANCIAL ADVISORS, LLC fund profile UNITED CAPITAL FINANCIAL ADVISORS, LLC full holdings
How UNITED CAPITAL FINANCIAL ADVISORS, LLC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 18 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 74,694 +72,794 +3831.3% 0.49% $89.6M 2026-08-17 $1183.16
2026 Q2 REDUCED — — — 1,900 -58,690 -96.9% 0.01% $2.3M 2026-08-17 $1183.16
2026 Q1 ADDED — — — 60,590 +58,490 +2785.2% 0.34% $55.7M 2026-05-15 $1003.48
2026 Q1 REDUCED 96.5% +34.0% ❌ 2,100 -58,226 -96.5% 0.01% $1.9M 2026-05-15 $1003.48
2025 Q4 ADDED — — — 60,326 +58,026 +2522.9% 0.39% $64.8M 2026-02-17 $1032.79
2025 Q4 REDUCED 96.0% -14.3% ✅ 2,300 -54,764 -96.0% 0.01% $2.5M 2026-02-17 $1032.79
2025 Q3 ADDED — — — 57,064 +56,164 +6240.4% 0.31% $43.5M 2025-11-14 $1020.35
2025 Q3 REDUCED 98.3% +41.6% ❌ 900 -52,222 -98.3% 0.00% $687K 2025-11-14 $1020.35
2025 Q2 ADDED — — — 53,122 +51,922 +4326.8% 0.33% $41.4M 2025-08-11 $629.86
2025 Q2 REDUCED 97.6% -6.6% ✅ 1,200 -49,128 -97.6% 0.01% $935K 2025-08-11 $629.86
2025 Q1 ADDED — — — 50,328 +49,228 +4475.3% 0.36% $41.6M 2025-05-13 $738.25
2025 Q1 REDUCED 97.5% -5.4% ✅ 1,100 -43,625 -97.5% 0.01% $909K 2025-05-13 $738.25
2024 Q4 ADDED — — — 44,725 +44,225 +8845.0% 0.29% $34.5M 2025-02-13 $861.24
2024 Q4 REDUCED 98.9% +7.2% ❌ 500 -44,108 -98.9% 0.00% $386K 2025-02-13 $861.24
2024 Q3 REDUCED 89.9% -12.5% ✅ 44,608 -398,362 -89.9% 0.33% $39.5M 2024-11-12 $807.55
2024 Q3 ADDED — — — 442,970 +402,438 +992.9% 0.00% $500 2024-11-12 $807.55
2024 Q2 REDUCED — — — 40,532 -84 -0.2% 0.32% $36.7M 2024-08-14 $917.53
2024 Q1 ADDED — — — 40,616 +1,873 +4.8% 0.26% $31.6M 2024-05-15 $775.07
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LLY

As of 2026 Q2 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% RASP WEALTH SOLUTIONS, LLC 67.76% Private Capital Advisors, Inc. 3Y 7Y 43.24% Bedel Financial Consulting, Inc. 3Y 7Y 36.97% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.51% Goelzer Investment Management, Inc. 3Y 7Y 28.1% Cascade Financial Partners, LLC 24.65% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 23.19% SAPIENT CAPITAL LLC 22.72% O'Neil Global Advisors, Inc. 3Y 21.37%

FAQ About UNITED CAPITAL FINANCIAL ADVISORS, LLC and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has UNITED CAPITAL FINANCIAL ADVISORS, LLC reported owning LLY?

UNITED CAPITAL FINANCIAL ADVISORS, LLC reported LLY across 18 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LLY position in UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for LLY was 0.49% in 2026 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q2, when UNITED CAPITAL FINANCIAL ADVISORS, LLC reported 74,694 shares, equal to 0.49% of portfolio, with an estimated market value of $89.6M.

What does the chart on this LLY ownership page compare?

The chart compares UNITED CAPITAL FINANCIAL ADVISORS, LLC's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UNITED CAPITAL FINANCIAL ADVISORS, LLC time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, UNITED CAPITAL FINANCIAL ADVISORS, LLC correctly timed 39 out of 72 reported position changes (54%). The annualised alpha on LLY relative to SPY over the holding period was +28.2%.

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