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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, Q1 2022

Institutional positions in Lyell Immunopharma, Inc. as of Mar 31, 2022. 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
79
+2 vs. Q4 2021
Shares held
99.5M
+14.0M (+16.3%) vs. Q4 2021
Total value
$502.7M
−$159.5M (−24.1%) vs. Q4 2021
New holders
17
36 more added
Sold out
15
10 more reduced

Compare with Q4 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 holdersQ1 2022: 79 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 heldQ1 2022: $502.7M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q4 2021.

Institutions holding LYEL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$101.8M43.09%00.0%Unchanged
Apoletto Ltd15,093,969$76.2M20.06%00.0%Unchanged
Foresite Capital Management IV, LLC13,282,181$67.1M18.76%00.0%Unchanged
Vanguard Group Inc8,778,702$44.3M0.00%+6,635,614+309.6%Added
BlackRock Inc.7,809,490$39.4M0.00%+5,810,038+290.6%Added
Alphabet Inc.5,865,125$29.6M0.96%00.0%Unchanged
Price T Rowe Associates Inc5,493,922$27.7M0.00%+352,631+6.9%Added
SC China Holding Ltd3,045,997$15.4M1.92%00.0%Unchanged
FMR LLC2,482,323$12.5M0.00%+1,419,870+133.6%Added
State Street Corp1,890,929$9.55M0.00%+1,471,745+351.1%Added
Board of Trustees of The Leland Stanford Junior University1,647,882$8.32M0.47%00.0%Unchanged
Geode Capital Management, LLC1,454,233$7.34M0.00%+895,507+160.3%Added
MIC Capital Management UK LLP1,320,000$6.67M1.30%00.0%Unchanged
Northern Trust Corp1,052,410$5.32M0.00%+840,833+397.4%Added
Massachusetts Financial Services Co995,531$5.03M0.00%+27,466+2.8%Added
Baillie Gifford & Co784,741$3.96M0.00%+61,371+8.5%Added
Artal Group S.A.700,000$3.54M0.15%00.0%Unchanged
Canada Pension Plan Investment Board588,235$2.97M0.00%00.0%Unchanged
Nuveen Asset Management, LLC553,800$2.83M0.00%+480,923+659.9%Added
JPMorgan Chase & Co518,404$2.62M0.00%+54,053+11.6%Added
Federated Hermes, Inc.513,200$2.59M0.01%+307,700+149.7%Added
Charles Schwab Investment Management Inc453,144$2.29M0.00%+281,938+164.7%Added
Bank of New York Mellon Corp390,166$1.97M0.00%+318,890+447.4%Added
Morgan Stanley358,040$1.81M0.00%−643,704−64.3%Reduced
D. E. Shaw & Co., Inc.323,246$1.63M0.00%+161,176+99.4%Added
Millennium Management LLC281,855$1.42M0.00%−106,526−27.4%Reduced
Vista Wealth Management Group, LLC253,512$1.28M0.19%−237,860−48.4%Reduced
Citadel Advisors LLC249,038$1.26M0.00%−93,656−27.3%Reduced
Woodline Partners LP201,793$1.02M0.02%00.0%Unchanged
Victory Capital Management Inc192,617$975.0K0.00%−13,761−6.7%Reduced
Manufacturers Life Insurance Company, The182,822$960.7K0.00%+165,000+925.8%Added
Bank of America Corp186,837$943.0K0.00%+99,673+114.4%Added
Goldman Sachs Group Inc186,356$941.0K0.00%+82,244+79.0%Added
TD Asset Management Inc179,689$907.0K0.00%+11,000+6.5%Added
BBR Partners, LLC164,041$828.0K0.08%00.0%Unchanged
Walleye Capital LLC160,937$813.0K0.02%+148,938+1,241.3%Added
Rhumbline Advisers151,378$764.0K0.00%+128,071+549.5%Added
Alliancebernstein L.P.149,460$755.0K0.00%+149,460New
New York State Common Retirement Fund108,904$550.0K0.00%+95,000+683.3%Added
Eagle Health Investments LP100,000$505.0K0.12%00.0%Unchanged
MetLife Investment Management84,513$426.8K0.00%+84,513New
Deutsche Bank AG80,903$409.0K0.00%+66,555+463.9%Added
SG Americas Securities, LLC79,097$399.0K0.00%+79,097New
American International Group, Inc.73,645$372.0K0.00%+61,087+486.4%Added
Balyasny Asset Management LLC67,756$342.0K0.00%+67,756New
California State Teachers Retirement System63,593$321.0K0.00%+50,824+398.0%Added
Invesco Ltd.58,684$296.0K0.00%+47,145+408.6%Added
Erste Asset Management GmbH54,000$289.4K0.01%+54,000New
Renaissance Technologies LLC53,500$270.0K0.00%+53,500New
ProShare Advisors LLC52,739$267.0K0.00%+13,726+35.2%Added
Cubist Systematic Strategies, LLC48,802$246.0K0.00%−117,082−70.6%Reduced
Principal Financial Group Inc47,719$241.0K0.00%+19,068+66.6%Added
Gsa Capital Partners LLP46,990$237.0K0.03%+46,990New
Susquehanna International Group, LLP44,255$223.0K0.00%+33,956+329.7%Added
Citigroup Inc41,642$210.0K0.00%−5,845−12.3%Reduced
Virtu Financial LLC37,190$188.0K0.01%+37,190New
Parametric Portfolio Associates LLC36,701$185.0K0.00%+21,916+148.2%Added
Barclays PLC32,639$164.0K0.00%+32,639New
Jane Street Group, LLC26,872$136.0K0.00%−62,061−69.8%Reduced
Clarius Group, LLC16,404$127.0K0.01%00.0%Unchanged
Amalgamated Bank21,960$111.0K0.00%+21,960New
Amalgamated Financial Corp.21,960$111.0K0.00%+21,960New
Legal & General Group Plc14,187$72.0K0.00%+11,991+546.0%Added
Point72 Hong Kong Ltd13,499$68.0K0.01%+13,499New
Ameritas Investment Partners, Inc.11,504$58.0K0.00%+9,693+535.2%Added
Prudential Financial Inc10,957$55.0K0.00%+10,957New
CIBC Asset Management Inc10,516$53.0K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd10,395$52.0K0.01%+10,395New
Metropolitan Life Insurance Co9,902$50.0K0.00%+9,902New
Royal Bank of Canada9,114$46.0K0.00%+3,940+76.1%Added
Wells Fargo & Company9,078$46.0K0.00%+9,030+18,812.5%Added
Tower Research Capital LLC (TRC)8,665$44.0K0.00%−176−2.0%Reduced
STRS Ohio5,400$27.0K0.00%00.0%Unchanged
UBS Group AG5,000$25.0K0.00%−9,408−65.3%Reduced
Simplex Trading, LLC3,913$19.0K0.00%+2,275+138.9%Added
Daiwa Securities Group Inc.702$4.00K0.00%00.0%Unchanged
Private Capital Group, LLC260$1.00K0.00%+63+32.0%Added
Massmutual Trust Co FSB140$1.00K0.00%+140New
Ellevest, Inc.38$00.00%+38New
SB Management Ltd0$00.00%−3,500,000−100.0%Sold out
Ergoteles LLC0$00.00%−1,008,428−100.0%Sold out
Brown Advisory Inc0$00.00%−539,972−100.0%Sold out
HRT Financial LP0$00.00%−222,432−100.0%Sold out
Integral Health Asset Management, LLC0$00.00%−140,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−72,753−100.0%Sold out
Jump Financial, LLC0$00.00%−41,300−100.0%Sold out
Bailard, Inc.0$00.00%−24,100−100.0%Sold out
PDT Partners, LLC0$00.00%−20,477−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−15,500−100.0%Sold out
Engineers Gate Manager LP0$00.00%−14,700−100.0%Sold out
Alpine Global Management, LLC0$00.00%−11,750−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−11,268−100.0%Sold out
Captrust Financial Advisors0$00.00%−789−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−500−100.0%Sold out