Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

LLYLLY
30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ELI LILLY & CO

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 74,694 shares of LLY (ELI LILLY & CO), worth $89.6M as of 2026-Q2. The position was increased (+23.3% shares). LLY represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$89.6M

Current Shares

74,694

Total Value Change

+$78.5M

Total Shares Change

-10,817

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
74,694
+23.3%
$89.6M0.5%$1,197.71
43
2026-Q1
Increased
60,590
+0.4%
$55.7M0.3%$916.88
35
2025-Q4
Increased
60,326
+5.7%
$64.8M0.4%$1,069.51
37
2025-Q3
Increased
57,064
+7.4%
$43.5M0.3%$758.22
38
2025-Q2
Increased
53,122
+5.5%
$41.4M0.3%$772.95
37
2025-Q1
Increased
50,328
+12.5%
$41.6M0.4%$817.26
39
2024-Q4
Increased
44,725
+0.3%
$34.5M0.3%$762.60
35
2024-Q3
Increased
44,608
+10.1%
$39.5M0.3%$873.71
38
2024-Q2
Decreased
40,532
-0.2%
$36.7M0.3%$891.63
0
2024-Q1
Increased
40,616
+4.8%
$31.6M0.3%$764.84
36
2023-Q4
Increased
38,743
+43.2%
$22.6M0.2%$572.09
46
2023-Q3
Decreased
27,063
-6.8%
$14.5M0.1%$526.18
0
2023-Q2
Decreased
29,040
-12.4%
$13.6M0.1%$458.43
0
2023-Q1
Decreased
33,170
-24.3%
$11.4M0.1%$334.83
0
2022-Q4
Decreased
43,826
-7.6%
$16M0.1%$355.54
0
2022-Q3
Decreased
47,428
-8.6%
$15.3M0.1%$313.37
0
2022-Q2
Decreased
51,888
-0.2%
$16.8M0.1%$313.20
0
2022-Q1
Decreased
52,010
-17.0%
$14.9M0.1%$275.70
0
2021-Q4
Increased
62,641
+1.8%
$17.3M0.1%$264.82
29
2021-Q3
Decreased
61,509
-0.7%
$14.2M0.1%$220.80
0
2021-Q2
Increased
61,934
+23.1%
$14.2M0.1%$218.63
34
2021-Q1
Decreased
50,305
-0.1%
$9.4M0.1%$177.17
0
2020-Q4
Increased
50,349
+3.8%
$8.5M0.1%$159.46
29
2020-Q3
Decreased
48,497
-2.3%
$7.2M0.0%$139.08
0
2020-Q2
Decreased
49,620
-4.1%
$8.1M0.1%$153.51
0
2020-Q1
Decreased
51,760
-18.5%
$7.2M0.1%$129.10
0
2019-Q4
Increased
63,480
+28.8%
$8.3M0.1%$121.68
34
2019-Q3
Decreased
49,289
-36.3%
$5.5M0.0%$102.95
0
2019-Q2
Decreased
77,320
-9.6%
$8.6M0.1%$101.42
0
2019-Q1
New
85,511
-
$11.1M0.1%$118.12
38

Other major holders of LLY: LILLY ENDOWMENT INC, VANGUARD GROUP INC

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