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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, Q4 2021

Institutional positions in Lyell Immunopharma, Inc. as of Dec 31, 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
77
+15 vs. Q3 2021
Shares held
85.5M
+3.01M (+3.6%) vs. Q3 2021
Total value
$662.2M
−$559.3M (−45.8%) vs. Q3 2021
New holders
26
27 more added
Sold out
11
11 more reduced

Compare with Q3 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 holdersQ4 2021: 77 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 heldQ4 2021: $662.2M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q3 2021.

Institutions holding LYEL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$156.1M45.49%−136,190−0.7%Reduced
Apoletto Ltd15,093,969$116.8M14.55%−73,788−0.5%Reduced
Foresite Capital Management IV, LLC13,282,181$102.8M21.15%00.0%Unchanged
Alphabet Inc.5,865,125$45.4M1.10%00.0%Unchanged
Price T Rowe Associates Inc5,141,291$39.8M0.00%+1,482,021+40.5%Added
SB Management Ltd3,500,000$27.1M2.70%00.0%Unchanged
SC China Holding Ltd3,045,997$23.6M2.11%00.0%Unchanged
Vanguard Group Inc2,143,088$16.6M0.00%−69,731−3.2%Reduced
BlackRock Inc.1,999,452$15.5M0.00%+572,555+40.1%Added
Board of Trustees of The Leland Stanford Junior University1,647,882$12.8M0.80%00.0%Unchanged
MIC Capital Management UK LLP1,320,000$10.2M1.98%+1,320,000New
FMR LLC1,062,453$8.22M0.00%+683,153+180.1%Added
Ergoteles LLC1,008,428$7.80M0.30%+1,008,428New
Morgan Stanley1,001,744$7.75M0.00%+462,743+85.9%Added
Massachusetts Financial Services Co968,065$7.49M0.00%−7,125−0.7%Reduced
Baillie Gifford & Co723,370$5.60M0.00%+295,887+69.2%Added
Artal Group S.A.700,000$5.42M0.16%00.0%Unchanged
Canada Pension Plan Investment Board588,235$4.55M0.00%00.0%Unchanged
Geode Capital Management, LLC558,726$4.32M0.00%+26,841+5.0%Added
Brown Advisory Inc539,972$4.18M0.01%+83,200+18.2%Added
Vista Wealth Management Group, LLC491,372$3.80M0.62%+491,372New
JPMorgan Chase & Co464,351$3.59M0.00%+122,279+35.7%Added
State Street Corp419,184$3.24M0.00%+135,382+47.7%Added
Millennium Management LLC388,381$3.01M0.00%+322,866+492.8%Added
Citadel Advisors LLC342,694$2.65M0.00%+154,965+82.5%Added
HRT Financial LP222,432$1.72M0.01%+222,432New
Northern Trust Corp211,577$1.64M0.00%−2,267−1.1%Reduced
Victory Capital Management Inc206,378$1.60M0.00%−3,506−1.7%Reduced
Federated Hermes, Inc.205,500$1.59M0.00%−313,500−60.4%Reduced
Woodline Partners LP201,793$1.56M0.02%−4,077−2.0%Reduced
Charles Schwab Investment Management Inc171,206$1.33M0.00%+4,951+3.0%Added
TD Asset Management Inc168,689$1.31M0.00%+56,049+49.8%Added
Cubist Systematic Strategies, LLC165,884$1.28M0.01%+125,226+308.0%Added
BBR Partners, LLC164,041$1.27M0.15%+164,041New
D. E. Shaw & Co., Inc.162,070$1.25M0.00%+162,070New
Integral Health Asset Management, LLC140,000$1.08M0.30%00.0%Unchanged
Goldman Sachs Group Inc104,112$806.0K0.00%+104,112New
Eagle Health Investments LP100,000$774.0K0.19%00.0%Unchanged
Jane Street Group, LLC88,933$688.0K0.00%+68,973+345.6%Added
Bank of America Corp87,164$675.0K0.00%+85,131+4,187.5%Added
Nuveen Asset Management, LLC72,877$662.0K0.00%+27,079+59.1%Added
Two Sigma Investments, LP72,753$563.0K0.00%+72,753New
Bank of New York Mellon Corp71,276$552.0K0.00%+12,658+21.6%Added
Citigroup Inc47,487$368.0K0.00%+44,793+1,662.7%Added
Jump Financial, LLC41,300$320.0K0.02%+41,300New
ProShare Advisors LLC39,013$302.0K0.00%+39,013New
Principal Financial Group Inc28,651$222.0K0.00%+28,651New
Bailard, Inc.24,100$187.0K0.01%+24,100New
Rhumbline Advisers23,307$180.0K0.00%+6,418+38.0%Added
PDT Partners, LLC20,477$158.0K0.01%+20,477New
Manufacturers Life Insurance Company, The17,822$135.0K0.00%+2,795+18.6%Added
Clarius Group, LLC16,404$127.0K0.01%+16,404New
ExodusPoint Capital Management, LP15,500$120.0K0.00%+15,500New
Parametric Portfolio Associates LLC14,785$114.0K0.00%+14,785New
Engineers Gate Manager LP14,700$114.0K0.01%+14,700New
UBS Group AG14,408$112.0K0.00%+14,140+5,276.1%Added
Deutsche Bank AG14,348$111.0K0.00%+752+5.5%Added
New York State Common Retirement Fund13,904$108.0K0.00%+4,004+40.4%Added
California State Teachers Retirement System12,769$99.0K0.00%00.0%Unchanged
American International Group, Inc.12,558$97.0K0.00%−376−2.9%Reduced
Walleye Capital LLC11,999$93.0K0.00%+11,999New
Alpine Global Management, LLC11,750$91.0K0.01%+11,750New
Invesco Ltd.11,539$89.0K0.00%+11,539New
Qube Research & Technologies Ltd11,268$87.0K0.00%+11,268New
CIBC Asset Management Inc10,516$81.0K0.00%+10,516New
Susquehanna International Group, LLP10,299$80.0K0.00%−21,716−67.8%Reduced
Tower Research Capital LLC (TRC)8,841$68.0K0.00%+6,360+256.3%Added
STRS Ohio5,400$41.0K0.00%00.0%Unchanged
Royal Bank of Canada5,174$40.0K0.00%+2,361+83.9%Added
Legal & General Group Plc2,196$17.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,811$14.0K0.00%00.0%Unchanged
Simplex Trading, LLC1,638$12.0K0.00%+1,638New
Captrust Financial Advisors789$6.00K0.00%+741+1,543.8%Added
Daiwa Securities Group Inc.702$5.00K0.00%+702New
High Net Worth Advisory Group LLC500$4.00K0.00%+500New
Private Capital Group, LLC197$2.00K0.00%+197New
Wells Fargo & Company48$00.00%−81−62.8%Reduced
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)0$00.00%−2,348,965−100.0%Sold out
Mic Capital Partners (Public) (US) Im, LLC0$00.00%−1,320,000−100.0%Sold out
Dragoneer Investment Group, LLC0$00.00%−1,000,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−128,535−100.0%Sold out
Caas Capital Management LP0$00.00%−100,000−100.0%Sold out
Moore Capital Management, LP0$00.00%−29,566−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−15,000−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−14,700−100.0%Sold out
SG Americas Securities, LLC0$00.00%−10,626−100.0%Sold out
MetLife Investment Management0$00.00%−10,321−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−7,809−100.0%Sold out