Integrated Wealth Concepts Boosts Eli Lilly Stake by 23.5%

Investment firm adds 7,225 shares of pharmaceutical giant in Q3

Mar. 17, 2026 at 9:35am

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Integrated Wealth Concepts LLC, an institutional investor, increased its stake in Eli Lilly and Company (NYSE: LLY) by 23.5% in the third quarter of 2026, according to a recent SEC filing. The firm now owns 37,922 shares of the pharmaceutical company's stock, worth $28.9 million.

Why it matters

Eli Lilly is one of the world's largest pharmaceutical companies, known for its innovative medicines and therapies. Institutional investors closely monitor changes in major shareholders as it can signal confidence or concerns about the company's future performance.

The details

Integrated Wealth Concepts added 7,225 shares of Eli Lilly to its portfolio during the third quarter, bringing its total holdings to 37,922 shares. The firm's investment in Lilly is now valued at $28.9 million, up from $23.4 million in the prior quarter.

  • Integrated Wealth Concepts filed its Q3 2026 13F report with the SEC on March 17, 2026.

The players

Integrated Wealth Concepts LLC

An institutional investment firm that manages a portfolio of stocks, bonds, and other assets on behalf of its clients.

Eli Lilly and Company

A global pharmaceutical company that researches, develops, manufactures, and commercializes a broad range of medicines and therapies for patients worldwide.

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The takeaway

Integrated Wealth Concepts' increased stake in Eli Lilly suggests the firm sees continued growth potential in the pharmaceutical company, which could signal broader investor confidence in Lilly's product pipeline and financial performance.