ELI LILLY & CO · CUSIP 532457108 · CIK 1984475
As of 2026-06-30, Plato Investment Management Ltd reported 20.77K LLY (shares), valued at $24.77M, or 1.41% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 0.13%; reported value increased 29.40%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.41% | 20,772 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 1.29% | 20,799 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 1.28% | 18,125 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 0.90% | 17,492 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 1.02% | 17,492 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 1.16% | 16,455 | SEC filing ↗Filed May 20, 2025 |
| Q4 2024 | 0.99% | 17,315 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 1.21% | 16,804 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 1.29% | 15,323 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 1.17% | 14,540 | SEC filing ↗Filed May 17, 2024Amended |
| Q4 2023 | 0.72% | 1,001 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.72% | 1,001 | $583.50K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 1.17% | 14,540 | $11.31M | Shares increased 1352.55%; reported value increased 1838.56%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 17, 2024 |
| Q2 2024 | 1.29% | 15,323 | $13.87M | Shares increased 5.39%; reported value increased 22.65%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 1.21% | 16,804 | $14.87M | Shares increased 9.67%; reported value increased 7.20%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 0.99% | 17,315 | $13.42M | Shares increased 3.04%; reported value decreased 9.79%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 1.16% | 16,455 | $13.74M | Shares decreased 4.97%; reported value increased 2.40%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 20, 2025 |
| Q2 2025 | 1.02% | 17,492 | $13.59M | Shares increased 6.30%; reported value decreased 1.11%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 0.90% | 17,492 | $13.24M | Shares unchanged; reported value decreased 2.51%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 1.28% | 18,125 | $19.57M | Shares increased 3.62%; reported value increased 47.78%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 1.29% | 20,799 | $19.14M | Shares increased 14.75%; reported value decreased 2.21%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 1.41% | 20,772 | $24.77M | Shares decreased 0.13%; reported value increased 29.40%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.