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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, Q3 2021

Institutional positions in Lyell Immunopharma, Inc. as of Sep 30, 2021. 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
62
+10 vs. Q2 2021
Shares held
82.5M
+2.83M (+3.6%) vs. Q2 2021
Total value
$1.22B
−$72.7M (−5.6%) vs. Q2 2021
New holders
28
11 more added
Sold out
18
11 more reduced

Compare with Q2 2021: 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.

Institutional holdersQ3 2021: 62 institutions
Q1 2021: 0 institutionsQ2 2021: 52 institutionsQ3 2021: 62 institutionsQ4 2021: 77 institutionsQ1 2022: 79 institutionsQ2 2022: 75 institutionsQ3 2022: 93 institutionsQ4 2022: 95 institutionsQ1 2023: 99 institutionsQ2 2023: 99 institutionsQ3 2023: 106 institutionsQ4 2023: 119 institutionsQ1 2024: 127 institutionsQ2 2024: 120 institutionsQ3 2024: 117 institutionsQ4 2024: 105 institutionsQ1 2025: 112 institutionsQ2 2025: 69 institutionsQ3 2025: 59 institutionsQ4 2025: 69 institutionsQ1 2026: 74 institutionsQ2 2026: 87 institutions
Value heldQ3 2021: $1.22B
Q1 2021: $0Q2 2021: $1.29BQ3 2021: $1.22BQ4 2021: $662.2MQ1 2022: $502.7MQ2 2022: $688.6MQ3 2022: $823.5MQ4 2022: $404.8MQ1 2023: $277.9MQ2 2023: $388.7MQ3 2023: $180.1MQ4 2023: $255.2MQ1 2024: $296.8MQ2 2024: $194.2MQ3 2024: $176.6MQ4 2024: $95.9MQ1 2025: $81.8MQ2 2025: $81.9MQ3 2025: $164.9MQ4 2025: $371.9MQ1 2026: $251.1MQ2 2026: $178.0M
Institutions holding LYEL and their total value by quarter
QuarterHoldersValue
Q2 202687$178.0M
Q1 202674$251.1M
Q4 202569$371.9M
Q3 202559$164.9M
Q2 202569$81.9M
Q1 2025112$81.8M
Q4 2024105$95.9M
Q3 2024117$176.6M
Q2 2024120$194.2M
Q1 2024127$296.8M
Q4 2023119$255.2M
Q3 2023106$180.1M
Q2 202399$388.7M
Q1 202399$277.9M
Q4 202295$404.8M
Q3 202293$823.5M
Q2 202275$688.6M
Q1 202279$502.7M
Q4 202177$662.2M
Q3 202162$1.22B
Q2 202152$1.29B
Q1 20210$0

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q2 2021.

Institutions holding LYEL in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,298,522$300.4M36.43%−30,713−0.2%Reduced
Apoletto Ltd15,167,757$224.5M30.66%00.0%Unchanged
Foresite Capital Management IV, LLC13,282,181$196.6M28.95%00.0%Unchanged
Alphabet Inc.5,865,125$86.8M2.06%00.0%Unchanged
Price T Rowe Associates Inc3,659,270$54.2M0.01%+1,159,270+46.4%Added
SB Management Ltd3,500,000$51.8M5.36%00.0%Unchanged
SC China Holding Ltd3,045,997$45.1M4.05%+609,199+25.0%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)2,348,965$34.8M0.45%00.0%Unchanged
Vanguard Group Inc2,212,819$32.7M0.00%+463,441+26.5%Added
Board of Trustees of The Leland Stanford Junior University1,647,882$24.4M1.82%00.0%Unchanged
BlackRock Inc.1,426,897$21.1M0.00%+1,179,288+476.3%Added
Mic Capital Partners (Public) (US) Im, LLC1,320,000$19.5M3.76%00.0%Unchanged
Dragoneer Investment Group, LLC1,000,000$14.8M0.19%00.0%Unchanged
Massachusetts Financial Services Co975,190$14.4M0.00%−12,738−1.3%Reduced
Artal Group S.A.700,000$10.4M0.25%00.0%Unchanged
Canada Pension Plan Investment Board588,235$8.71M0.01%00.0%Unchanged
Morgan Stanley539,001$7.98M0.00%−1,107,845−67.3%Reduced
Geode Capital Management, LLC531,885$7.87M0.00%+357,465+204.9%Added
Federated Hermes, Inc.519,000$7.68M0.01%−69,235−11.8%Reduced
Brown Advisory Inc456,772$6.76M0.01%+456,772New
Baillie Gifford & Co427,483$6.33M0.00%+168,660+65.2%Added
FMR LLC379,300$5.61M0.00%+132,100+53.4%Added
JPMorgan Chase & Co342,072$5.06M0.00%+342,072New
State Street Corp283,802$4.20M0.00%+283,802New
Northern Trust Corp213,844$3.17M0.00%+213,844New
Victory Capital Management Inc209,884$3.11M0.00%+17,044+8.8%Added
Woodline Partners LP205,870$3.05M0.05%−293,689−58.8%Reduced
Citadel Advisors LLC187,729$2.78M0.00%−140,304−42.8%Reduced
Charles Schwab Investment Management Inc166,255$2.46M0.00%+166,255New
Integral Health Asset Management, LLC140,000$2.07M0.60%+140,000New
Balyasny Asset Management LLC128,535$1.90M0.01%+128,535New
TD Asset Management Inc112,640$1.67M0.00%+26,151+30.2%Added
Caas Capital Management LP100,000$1.48M0.11%00.0%Unchanged
Eagle Health Investments LP100,000$1.48M0.47%00.0%Unchanged
Millennium Management LLC65,515$970.0K0.00%−65,635−50.0%Reduced
Bank of New York Mellon Corp58,618$867.0K0.00%+58,618New
Nuveen Asset Management, LLC45,798$678.0K0.00%+45,798New
Cubist Systematic Strategies, LLC40,658$602.0K0.01%+34,851+600.2%Added
Susquehanna International Group, LLP32,015$474.0K0.00%+32,015New
Moore Capital Management, LP29,566$438.0K0.01%−880−2.9%Reduced
Jane Street Group, LLC19,960$295.0K0.00%+19,960New
Rhumbline Advisers16,889$250.0K0.00%+16,889New
Ghisallo Capital Management LLC15,000$222.0K0.01%−85,000−85.0%Reduced
Manufacturers Life Insurance Company, The15,027$222.0K0.00%+15,027New
Weiss Multi-Strategy Advisers LLC14,700$218.0K0.00%−10,300−41.2%Reduced
Deutsche Bank AG13,596$201.0K0.00%+13,596New
American International Group, Inc.12,934$191.0K0.00%+12,934New
California State Teachers Retirement System12,769$189.0K0.00%+12,769New
SG Americas Securities, LLC10,626$157.0K0.00%+10,626New
MetLife Investment Management10,321$152.8K0.00%+10,321New
New York State Common Retirement Fund9,900$147.0K0.00%+9,900New
Metropolitan Life Insurance Co7,809$115.6K0.00%+7,809New
STRS Ohio5,400$79.0K0.00%+5,400New
Royal Bank of Canada2,813$41.0K0.00%+2,813New
Citigroup Inc2,694$40.0K0.00%+2,694New
Tower Research Capital LLC (TRC)2,481$37.0K0.00%+2,481New
Legal & General Group Plc2,196$33.0K0.00%+1,720+361.3%Added
Bank of America Corp2,033$30.0K0.00%−62,427−96.8%Reduced
Ameritas Investment Partners, Inc.1,811$27.0K0.00%+1,811New
UBS Group AG268$4.00K0.00%+268New
Wells Fargo & Company129$2.00K0.00%+129New
Captrust Financial Advisors48$1.00K0.00%+48New
Arena Capital Advisors, LLC- CA0$00.00%−545,137−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−202,034−100.0%Sold out
Monashee Investment Management LLC0$00.00%−160,000−100.0%Sold out
Alliancebernstein L.P.0$00.00%−100,000−100.0%Sold out
LMR Partners LLP0$00.00%−85,000−100.0%Sold out
Pinz Capital Management, LP0$00.00%−84,383−100.0%Sold out
Squarepoint Ops LLC0$00.00%−50,987−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−45,505−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−42,718−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−30,500−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−28,407−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−25,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−20,697−100.0%Sold out
Maven Securities LTD0$00.00%−12,195−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−11,954−100.0%Sold out
Rokos Capital Management LLP0$00.00%−5,000−100.0%Sold out
Kirkoswald Asset Management LLC0$00.00%−1,000−100.0%Sold out
Westchester Capital Management, LLC0$00.00%−500−100.0%Sold out