SEC 13F Intelligence

Captrust Financial Advisors / LLY

Captrust Financial Advisors’s Eli Lilly & Co Position

Does Captrust Financial Advisors own Eli Lilly & Co (LLY)? Yes — 202.2K shares worth $186M (+0.32% of its 13F portfolio) as of Q1 2026, up from 165.8K shares the prior filed quarter.

Position Value
$186M
Q1 2026
Shares
202.2K
% of Portfolio
+0.32%
Quarters Held
30
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $11MQ4 ’19Q1 ’20: $16MQ2 ’20: $22MQ3 ’20: $20MQ4 ’20: $12MQ4 ’20Q1 ’21: $14MQ2 ’21: $54MQ3 ’21: $62MQ4 ’21: $77MQ4 ’21Q1 ’22: $90MQ2 ’22: $115MQ3 ’22: $113MQ4 ’22: $136MQ4 ’22Q1 ’23: $127MQ2 ’23: $142MQ3 ’23: $163MQ4 ’23: $178MQ4 ’23Q1 ’24: $226MQ2 ’24: $237MQ3 ’24: $190MQ4 ’24: $156MQ4 ’24Q1 ’25: $144MQ2 ’25: $134MQ3 ’25: $128MQ4 ’25: $178MQ4 ’25Q1 ’26: $186Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026202.2K$186M+0.32%
Q4 2025165.8K$178M+0.34%
Q3 2025168.4K$128M+0.26%
Q2 2025171.3K$134M+0.30%
Q1 2025174.0K$144M+0.36%
Q4 2024201.5K$156M+0.44%
Q3 2024214.5K$190M+0.56%
Q2 2024262.3K$237M+0.76%
Q1 2024598.8K$226M+0.83%
Q4 2023305.8K$178M+0.61%
Q3 2023308.2K$163M+0.62%
Q2 2023302.5K$142M+0.56%
Q1 2023370.4K$127M+0.56%
Q4 2022370.6K$136M+0.68%
Q3 2022348.1K$113M+0.66%
Q2 2022355.8K$115M+0.74%
Q1 2022313.8K$90M+0.58%
Q4 2021280.0K$77M+0.53%
Q3 2021268.3K$62M+0.52%
Q2 2021233.6K$54M+0.50%
Q1 202176.4K$14M+0.15%
Q4 202070.3K$12M+0.16%
Q3 2020136.1K$20M+0.33%
Q2 2020133.8K$22M+0.36%
Q1 2020113.9K$16M+0.34%
Q4 201986.8K$11M+0.18%
Q3 201923.6K$3M+0.09%
Q2 201924.0K$3M+0.10%
Q1 201925.7K$3M+0.14%
Q4 201821.6K$3M+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Captrust Financial Advisors’s full portfolio or all institutional holders of LLY.