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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 2022

Institutional positions in Lyell Immunopharma, Inc. as of Sep 30, 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
93
+18 vs. Q2 2022
Shares held
112.3M
+6.72M (+6.4%) vs. Q2 2022
Total value
$823.5M
+$134.8M (+19.6%) vs. Q2 2022
New holders
22
35 more added
Sold out
4
16 more reduced

Compare with Q2 2022: 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 2022: 93 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 2022: $823.5M
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 2022

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q2 2022.

Institutions holding LYEL in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$147.8M56.93%00.0%Unchanged
Apoletto Ltd15,093,969$110.6M42.56%00.0%Unchanged
Vanguard Group Inc12,406,613$90.9M0.00%+1,776,617+16.7%Added
BlackRock Inc.11,727,102$86.0M0.00%+1,727,389+17.3%Added
Foresite Capital Management IV, LLC10,000,000$73.3M23.57%−3,282,181−24.7%Reduced
Alphabet Inc.5,865,125$43.0M2.20%00.0%Unchanged
State Street Corp5,379,838$39.4M0.00%+2,783,919+107.2%Added
Price T Rowe Associates Inc5,306,607$38.9M0.01%−20,889−0.4%Reduced
FMR LLC3,294,629$24.1M0.00%+493,098+17.6%Added
MIC Capital Management UK LLP3,060,569$22.4M4.04%00.0%Unchanged
SC China Holding Ltd3,045,997$22.3M2.40%00.0%Unchanged
Geode Capital Management, LLC2,950,650$21.6M0.00%+1,074,563+57.3%Added
Northern Trust Corp2,038,717$14.9M0.00%+834,445+69.3%Added
Charles Schwab Investment Management Inc1,112,110$8.15M0.00%+622,903+127.3%Added
Massachusetts Financial Services Co1,059,897$7.77M0.00%+71,788+7.3%Added
Baillie Gifford & Co755,105$5.54M0.01%+47,440+6.7%Added
Artal Group S.A.700,000$5.13M0.27%00.0%Unchanged
Bank of New York Mellon Corp658,756$4.83M0.00%+109,495+19.9%Added
Canada Pension Plan Investment Board588,235$4.31M0.01%00.0%Unchanged
Nuveen Asset Management, LLC583,701$4.28M0.00%−14,131−2.4%Reduced
JPMorgan Chase & Co519,992$3.81M0.00%−7,182−1.4%Reduced
Federated Hermes, Inc.513,201$3.76M0.01%+10.0%Added
Morgan Stanley415,089$3.04M0.00%+198,195+91.4%Added
Goldman Sachs Group Inc385,220$2.82M0.00%+183,813+91.3%Added
Invesco Ltd.310,996$2.28M0.00%+254,876+454.2%Added
First Trust Advisors LP276,889$2.03M0.00%+276,889New
Rhumbline Advisers267,718$1.96M0.00%+18,013+7.2%Added
Bank of America Corp249,853$1.83M0.00%+95,680+62.1%Added
Walleye Capital LLC221,013$1.62M0.04%+221,013New
Manufacturers Life Insurance Company, The218,499$1.61M0.00%−1,262−0.6%Reduced
Citigroup Inc206,666$1.51M0.00%+174,660+545.7%Added
Rafferty Asset Management, LLC206,400$1.51M0.02%+206,400New
TD Asset Management Inc179,689$1.33M0.00%00.0%Unchanged
BBR Partners, LLC164,041$1.20M0.15%00.0%Unchanged
Kettle Hill Capital Management, LLC158,400$1.16M0.27%+700+0.4%Added
Alliancebernstein L.P.149,460$1.10M0.00%00.0%Unchanged
Barclays PLC134,708$988.0K0.00%+126,024+1,451.2%Added
Vident Investment Advisory, LLC132,256$969.0K0.03%−14,169−9.7%Reduced
Susquehanna International Group, LLP121,229$889.0K0.00%+121,229New
Dimensional Fund Advisors LP119,273$874.0K0.00%+119,273New
New York State Common Retirement Fund117,792$863.0K0.00%+8,050+7.3%Added
D. E. Shaw & Co., Inc.107,235$786.0K0.00%−161,607−60.1%Reduced
DekaBank Deutsche Girozentrale100,000$749.0K0.00%+100,000New
Eagle Health Investments LP100,000$733.0K0.17%00.0%Unchanged
MetLife Investment Management92,502$678.0K0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.91,437$670.0K0.00%+43,010+88.8%Added
American International Group, Inc.82,144$602.0K0.00%+1,161+1.4%Added
Deutsche Bank AG73,774$541.0K0.00%−8,032−9.8%Reduced
California State Teachers Retirement System68,336$501.0K0.00%−5,654−7.6%Reduced
Voya Investment Management LLC67,441$494.3K0.00%+1,820+2.8%Added
Erste Asset Management GmbH54,000$400.1K0.01%00.0%Unchanged
SG Americas Securities, LLC46,872$344.0K0.01%−40,651−46.4%Reduced
Principal Financial Group Inc45,692$335.0K0.00%+9,660+26.8%Added
Walleye Trading LLC41,483$304.0K0.01%+41,483New
Renaissance Technologies LLC40,700$298.0K0.00%−9,500−18.9%Reduced
ProShare Advisors LLC39,921$293.0K0.00%+1,315+3.4%Added
Balyasny Asset Management LLC33,490$245.0K0.00%+33,490New
Cubist Systematic Strategies, LLC30,116$221.0K0.00%+30,116New
State Board of Administration of Florida Retirement System28,563$209.0K0.00%00.0%Unchanged
American Century Companies Inc26,136$192.0K0.00%+26,136New
Envestnet Asset Management Inc23,354$171.0K0.00%+23,354New
Virtus ETF Advisers LLC23,117$169.0K0.07%+174+0.8%Added
Amalgamated Bank22,128$162.0K0.00%+216+1.0%Added
Woodline Partners LP20,740$152.0K0.00%+20,740New
UBS Group AG20,318$149.0K0.00%+15,100+289.4%Added
Clarius Group, LLC16,404$120.0K0.01%00.0%Unchanged
Legal & General Group Plc16,049$117.0K0.00%+1,423+9.7%Added
Allspring Global Investments Holdings, LLC15,569$114.0K0.00%+15,569New
Camden Capital, LLC15,000$110.0K0.03%+15,000New
SEI Investments Co14,700$108.0K0.00%−500−3.3%Reduced
E Fund Management Co., Ltd.14,191$104.0K0.01%+14,191New
Ameritas Investment Partners, Inc.12,976$95.0K0.00%00.0%Unchanged
Quantamental Technologies LLC12,912$95.0K0.04%+12,912New
Prudential Financial Inc12,487$92.0K0.00%+120+1.0%Added
Vista Wealth Management Group, LLC13,043$84.0K0.01%+13,043New
Mackenzie Financial Corp11,205$82.0K0.00%−593−5.0%Reduced
Metropolitan Life Insurance Co10,736$78.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,546$63.0K0.00%+627+7.9%Added
Lazard Asset Management LLC8,253$60.0K0.00%+8,253New
STRS Ohio5,400$39.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC6,033$36.0K0.00%+133+2.3%Added
China Universal Asset Management Co., Ltd.2,321$17.0K0.01%+2,321New
Royal Bank of Canada2,107$15.0K0.00%+1,133+116.3%Added
Wells Fargo & Company1,557$12.0K0.00%+349+28.9%Added
Daiwa Securities Group Inc.917$7.00K0.00%00.0%Unchanged
Credit Suisse AG993$7.00K0.00%+930+1,476.2%Added
Advisor Group Holdings, Inc.245$2.00K0.00%+245New
Simplex Trading, LLC78$00.00%−3,300−97.7%Reduced
Quantbot Technologies LP100$00.00%−2,500−96.2%Reduced
The PNC Financial Services Group, Inc.42$00.00%00.0%Unchanged
Covestor Ltd38$00.00%−7−15.6%Reduced
Capital Advisors, Ltd. LLC26$00.00%+26New
Ellevest, Inc.21$00.00%+21New
Board of Trustees of The Leland Stanford Junior University0$00.00%−1,647,882−100.0%Sold out
Victory Capital Management Inc0$00.00%−23,167−100.0%Sold out
Jane Street Group, LLC0$00.00%−13,069−100.0%Sold out
Captrust Financial Advisors0$00.00%−155−100.0%Sold out