Lyell Immunopharma, Inc.
LYEL- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001806952
In the last 90 days, Lyell Immunopharma, Inc. insiders filed 0 open-market purchases and 10 sales; 87 institutions reported holding it in 13F filings for Q2 2026, worth $178.0M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Lyell Immunopharma, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 87
- +14 vs. Q1 2026
- Shares held
- 12.7M
- +7.84K (+0.1%) vs. Q1 2026
- Total value
- $178.0M
- −$73.1M (−29.1%) vs. Q1 2026
- New holders
- 23
- 28 more added
- Sold out
- 9
- 19 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LYEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 87 | $178.0M |
| Q1 2026 | 74 | $251.1M |
| Q4 2025 | 69 | $371.9M |
| Q3 2025 | 59 | $164.9M |
| Q2 2025 | 69 | $81.9M |
| Q1 2025 | 112 | $81.8M |
| Q4 2024 | 105 | $95.9M |
| Q3 2024 | 117 | $176.6M |
| Q2 2024 | 120 | $194.2M |
| Q1 2024 | 127 | $296.8M |
| Q4 2023 | 119 | $255.2M |
| Q3 2023 | 106 | $180.1M |
| Q2 2023 | 99 | $388.7M |
| Q1 2023 | 99 | $277.9M |
| Q4 2022 | 95 | $404.8M |
| Q3 2022 | 93 | $823.5M |
| Q2 2022 | 75 | $688.6M |
| Q1 2022 | 79 | $502.7M |
| Q4 2021 | 77 | $662.2M |
| Q3 2021 | 62 | $1.22B |
| Q2 2021 | 52 | $1.29B |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | 3,247,162 | $45.5M | 4.14% | 00.0% | Unchanged |
| GSK plc | 1,512,659 | $21.3M | 3.53% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 786,774 | $11.1M | 0.00% | +68,619+9.6% | Added |
| Orland Properties Ltd | 754,698 | $10.6M | 5.25% | 00.0% | Unchanged |
| BlackRock, Inc. | 724,342 | $10.2M | 0.00% | +532,522+277.6% | Added |
| Decheng Capital LLC | 692,050 | $9.72M | 1.33% | 00.0% | Unchanged |
| Almitas Capital LLC | 581,407 | $8.17M | 1.96% | +3,600+0.6% | Added |
| Foresite Capital Management V, LLC | 476,386 | $6.69M | 1.85% | −692−0.1% | Reduced |
| Millennium Management LLC | 367,473 | $5.16M | 0.00% | −91,432−19.9% | Reduced |
| Opaleye Management Inc. | 344,025 | $4.83M | 0.44% | +264,928+334.9% | Added |
| venBio Partners LLC | 337,697 | $4.74M | 0.91% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 310,636 | $4.37M | 0.00% | +143,656+86.0% | Added |
| Alphabet Inc. | 293,256 | $4.12M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 185,322 | $2.60M | 0.00% | +112,800+155.5% | Added |
| SC China Holding Ltd | 152,299 | $2.14M | 0.18% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 130,190 | $1.83M | 0.00% | +13,779+11.8% | Added |
| Northern Trust Corp | 118,500 | $1.66M | 0.00% | +88,220+291.3% | Added |
| Qube Research & Technologies Ltd | 110,531 | $1.55M | 0.00% | +55,421+100.6% | Added |
| Charles Schwab Investment Management Inc | 107,570 | $1.51M | 0.00% | +21,599+25.1% | Added |
| Marshall Wace, LLP | 106,300 | $1.49M | 0.00% | −42,216−28.4% | Reduced |
| Velan Capital Investment Management LP | 105,000 | $1.48M | 0.90% | +3,000+2.9% | Added |
| Vanguard Fiduciary Trust Co | 93,095 | $1.31M | 0.00% | +6,170+7.1% | Added |
| Vanguard Portfolio Management LLC | 91,891 | $1.29M | 0.00% | +68,876+299.3% | Added |
| MIC Capital Management UK LLP | 87,028 | $1.22M | 0.31% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 86,779 | $1.22M | 0.00% | −27,712−24.2% | Reduced |
| Dimensional Fund Advisors LP | 68,315 | $957.1K | 0.00% | +20,427+42.7% | Added |
| Acadian Asset Management LLC | 59,748 | $836.0K | 0.00% | +59,748 | New |
| Two Sigma Investments, LP | 52,927 | $743.6K | 0.00% | +41,342+356.9% | Added |
| Jane Street Group, LLC | 46,011 | $646.5K | 0.00% | −17,882−28.0% | Reduced |
| Squarepoint Ops LLC | 42,322 | $594.6K | 0.00% | +23,028+119.4% | Added |
| Ikarian Capital, LLC | 41,081 | $577.2K | 0.09% | 00.0% | Unchanged |
| Morgan Stanley | 37,050 | $520.6K | 0.00% | −19,101−34.0% | Reduced |
| HRT Financial LP | 36,575 | $513.0K | 0.00% | +36,575 | New |
| Price T Rowe Associates Inc | 30,657 | $431.0K | 0.00% | +17,529+133.5% | Added |
| Canada Pension Plan Investment Board | 29,411 | $413.2K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 26,225 | $368.0K | 0.02% | +26,225 | New |
| Point72 Asset Management, L.P. | 26,080 | $366.4K | 0.00% | +4,788+22.5% | Added |
| UBS Group AG | 25,982 | $365.0K | 0.00% | −5,832−18.3% | Reduced |
| Bank of New York Mellon Corp | 24,673 | $346.7K | 0.00% | +24,673 | New |
| American Century Companies Inc | 24,540 | $344.8K | 0.00% | +8,569+53.7% | Added |
| Jump Financial, LLC | 21,956 | $308.5K | 0.00% | +1,833+9.1% | Added |
| Clearstead Advisors, LLC | 19,958 | $280.4K | 0.00% | −19,958−50.0% | Reduced |
| EntryPoint Capital, LLC | 19,410 | $272.7K | 0.07% | +19,410 | New |
| Citadel Advisors LLC | 18,695 | $262.7K | 0.00% | −362,767−95.1% | Reduced |
| Bridgeway Capital Management, LLC | 18,000 | $252.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 17,875 | $251.1K | 0.00% | −2,925−14.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,145 | $226.8K | 0.00% | +16,145 | New |
| Rhumbline Advisers | 15,462 | $217.2K | 0.00% | +15,462 | New |
| Invesco Ltd. | 13,914 | $195.5K | 0.00% | +13,914 | New |
| Nuveen, LLC | 12,595 | $177.0K | 0.00% | +12,595 | New |
| Graham Capital Management, L.P. | 11,602 | $163.0K | 0.00% | +11,602 | New |
| Brevan Howard Capital Management LP | 11,557 | $162.4K | 0.00% | −1,878−14.0% | Reduced |
| Bank of America Corp | 10,871 | $152.7K | 0.00% | −22,450−67.4% | Reduced |
| Walleye Capital LLC | 10,451 | $146.8K | 0.00% | −11,756−52.9% | Reduced |
| Los Angeles Capital Management LLC | 9,505 | $133.5K | 0.00% | +9,505 | New |
| Deutsche Bank AG | 9,188 | $129.1K | 0.00% | +9,188 | New |
| Wells Fargo & Company | 8,005 | $112.5K | 0.00% | +7,880+6,304.0% | Added |
| BNP Paribas Arbitrage, SA | 7,845 | $110.2K | 0.00% | +5,748+274.1% | Added |
| Vanguard Global Advisers, LLC | 5,165 | $72.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,025 | $70.6K | 0.00% | −887−15.0% | Reduced |
| Barclays PLC | 4,715 | $66.2K | 0.00% | +3,044+182.2% | Added |
| JPMorgan Chase & Co | 4,796 | $61.1K | 0.00% | +3,328+226.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,333 | $60.9K | 0.00% | +4,333 | New |
| New York State Common Retirement Fund | 4,100 | $57.6K | 0.00% | +4,100 | New |
| China Universal Asset Management Co., Ltd. | 3,714 | $52.2K | 0.00% | −56−1.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,446 | $48.4K | 0.00% | +3,446 | New |
| FMR LLC | 2,151 | $30.2K | 0.00% | +328+18.0% | Added |
| Tower Research Capital LLC (TRC) | 1,364 | $19.2K | 0.00% | +63+4.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,044 | $14.7K | 0.00% | −64−5.8% | Reduced |
| Legal & General Group Plc | 917 | $12.9K | 0.00% | +917 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 905 | $12.7K | 0.00% | +458+102.5% | Added |
| Ameritas Investment Partners, Inc. | 854 | $12.0K | 0.00% | +854 | New |
| Jones Financial Companies LLLP | 1,025 | $11.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 752 | $10.6K | 0.00% | +752 | New |
| Royal Bank of Canada | 742 | $10.0K | 0.00% | +491+195.6% | Added |
| GF Fund Management Co. Ltd. | 452 | $6.35K | 0.00% | −18−3.8% | Reduced |
| Truvestments Capital LLC | 300 | $4.21K | 0.00% | +300 | New |
| Simplex Trading, LLC | 226 | $3.17K | 0.00% | −467−67.4% | Reduced |
| Sterling Capital Management LLC | 190 | $2.67K | 0.00% | +190 | New |
| Quarry LP | 179 | $2.52K | 0.00% | +179 | New |
| Group One Trading, L.P. | 88 | $1.24K | 0.00% | −12−12.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 68 | $955 | 0.00% | +68 | New |
| US Bancorp | 58 | $815 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $646 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35 | $492 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25 | $351 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 20 | $281 | 0.00% | +20 | New |
| Foresite Capital Management IV, LLC | 0 | $0 | 0.00% | −800,399−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −310,198−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −44,094−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Seneschal Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |