MAIRS & POWER INC: ELI LILLY & CO (LLY): Quarterly 13F Position History
As of Q1 2026, MAIRS & POWER INC reported 326,306 shares of ELI LILLY & CO (LLY), worth $300.1M and representing 3.1% of its 13F equity book. Quarter-over-quarter share count change: 19,039 (-5.5%) . The position first appeared in Q1 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.
- 326,306Shares Held (Latest Filing)
- $300.1MReported Market Value (Latest Filing)
- 3.1%Portfolio Weight (% of 13F Equity Book)
- 19,039Quarter-over-Quarter Share Change
- -$71.0MQuarter-over-Quarter Value Change
- 1,039,293Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 326,306 | 19,039 | -5.5% | $300.1M | 3.1% | $919.8 |
| Q4 2025 | 345,345 | 12,832 | -3.6% | $371.1M | 3.6% | $1074.7 |
| Q3 2025 | 358,177 | 7,150 | -2.0% | $273.3M | 2.6% | $763.0 |
| Q2 2025 | 365,327 | +534 | +0.1% | $284.8M | 2.8% | $779.5 |
| Q1 2025 | 364,793 | +25,526 | +7.5% | $301.3M | 3.1% | $825.9 |
| Q4 2024 | 339,267 | 2,694 | -0.8% | $261.9M | 2.5% | $772.0 |
| Q3 2024 | 341,961 | 8,189 | -2.3% | $303.0M | 2.8% | $885.9 |
| Q2 2024 | 350,150 | 14,317 | -3.9% | $317.0M | 3.1% | $905.4 |
| Q1 2024 | 364,467 | 28,222 | -7.2% | $283.5M | 2.7% | $778.0 |
| Q4 2023 | 392,689 | 33,619 | -7.9% | $228.9M | 2.4% | $582.9 |
| Q3 2023 | 426,308 | 48,513 | -10.2% | $229.0M | 2.7% | $537.1 |
| Q2 2023 | 474,821 | 73,617 | -13.4% | $222.7M | 2.4% | $469.0 |
| Q1 2023 | 548,438 | +65,590 | +13.6% | $188.3M | 2.2% | $343.4 |
| Q4 2022 | 482,848 | 15,205 | -3.1% | $176.6M | 2.1% | $365.8 |
| Q3 2022 | 498,053 | 26,191 | -5.0% | $161.0M | 2.0% | $323.3 |
| Q2 2022 | 524,244 | 127,268 | -19.5% | $170.0M | 2.0% | $324.2 |
| Q1 2022 | 651,512 | 11,502 | -1.7% | $186.6M | 1.9% | $286.4 |
| Q4 2021 | 663,014 | 191 | -0.0% | $183.1M | 1.7% | $276.2 |
| Q3 2021 | 663,205 | 13,461 | -2.0% | $153.2M | 1.5% | $231.0 |
| Q2 2021 | 676,666 | 8,068 | -1.2% | $155.3M | 1.5% | $229.5 |
| Q1 2021 | 684,734 | 28,342 | -4.0% | $127.9M | 1.3% | $186.8 |
| Q4 2020 | 713,076 | +25,912 | +3.8% | $120.4M | 1.3% | $168.8 |
| Q3 2020 | 687,164 | 14,368 | -2.0% | $101.7M | 1.3% | $148.0 |
| Q2 2020 | 701,532 | 104,547 | -13.0% | $115.2M | 1.5% | $164.2 |
| Q1 2020 | 806,079 | 48,325 | -5.7% | $111.8M | 1.6% | $138.7 |
| Q4 2019 | 854,404 | +131,851 | +18.2% | $112.3M | 1.3% | $131.4 |
| Q3 2019 | 722,553 | +45,647 | +6.7% | $80.8M | 1.0% | $111.8 |
| Q2 2019 | 676,906 | 11,432 | -1.7% | $75.0M | 0.9% | $110.8 |
| Q1 2019 | 688,338 | 156,371 | -18.5% | $89.3M | 1.1% | $129.8 |
| Q4 2018 | 844,709 | 93,469 | -10.0% | $97.8M | 1.3% | $115.7 |
| Q3 2018 | 938,178 | 98,300 | -9.5% | $100.7M | 1.2% | $107.3 |
| Q2 2018 | 1,036,478 | 2,815 | -0.3% | $88.4M | 1.1% | $85.3 |
| Q1 2018 | 1,039,293 | +24,812 | +2.4% | $80.4M | 1.0% | $77.4 |
| Q4 2017 | 1,014,481 | +37,532 | +3.8% | $85.7M | 1.0% | $84.5 |
| Q3 2017 | 976,949 | +105,113 | +12.1% | $83.6M | 1.0% | $85.5 |
| Q2 2017 | 871,836 | +152,628 | +21.2% | $71.8M | 0.9% | $82.3 |
| Q1 2017 | 719,208 | +468,730 | +187.1% | $60.5M | 0.7% | $84.1 |
| Q4 2016 | 250,478 | +8,308 | +3.4% | $18.4M | 0.2% | $73.6 |
| Q3 2016 | 242,170 | 4,900 | -2.0% | $19.4M | 0.3% | $80.3 |
| Q2 2016 | 247,070 | +26,935 | +12.2% | $19.5M | 0.3% | $78.8 |
| Q1 2016 | 220,135 | — | — | $15.9M | 0.2% | $72.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MAIRS & POWER INC first disclose a LLY position in 13F-HR filings?
MAIRS & POWER INC first reported ELI LILLY & CO (LLY) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was MAIRS & POWER INC's most recent quarter-over-quarter share-count change in LLY?
Between Q4 2025 and Q1 2026, MAIRS & POWER INC reduced its LLY position by 19,039 shares (-5.5%), leaving 326,306 shares at a market value of $300.1M.
Does the implied price-per-share represent MAIRS & POWER INC's cost basis in LLY?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.