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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 2022

Institutional positions in Lyell Immunopharma, Inc. as of Dec 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
95
+3 vs. Q3 2022
Shares held
116.7M
+19.4M (+20.0%) vs. Q3 2022
Total value
$404.8M
−$308.1M (−43.2%) vs. Q3 2022
New holders
16
33 more added
Sold out
13
20 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 95 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 2022: $404.8M
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 2022

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q3 2022.

Institutions holding LYEL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$70.0M35.72%00.0%Unchanged
Orland Properties Ltd15,093,969$52.4M27.91%+15,093,969New
Vanguard Group Inc12,591,230$43.7M0.00%+184,617+1.5%Added
BlackRock Inc.12,169,014$42.2M0.00%+441,912+3.8%Added
Foresite Capital Management IV, LLC10,000,000$34.7M14.82%00.0%Unchanged
State Street Corp8,750,419$30.4M0.00%+3,370,581+62.7%Added
Alphabet Inc.5,865,125$20.4M1.18%00.0%Unchanged
Price T Rowe Associates Inc3,675,686$12.8M0.00%−1,630,921−30.7%Reduced
MIC Capital Management UK LLP3,060,569$10.6M2.10%00.0%Unchanged
Geode Capital Management, LLC3,052,005$10.6M0.00%+101,355+3.4%Added
SC China Holding Ltd3,045,997$10.6M1.07%00.0%Unchanged
FMR LLC2,971,371$10.3M0.00%−323,258−9.8%Reduced
Northern Trust Corp2,188,539$7.59M0.00%+149,822+7.3%Added
Massachusetts Financial Services Co1,288,527$4.47M0.00%+228,630+21.6%Added
Goldman Sachs Group Inc1,212,574$4.21M0.00%+827,354+214.8%Added
Charles Schwab Investment Management Inc1,132,856$3.93M0.00%+20,746+1.9%Added
Baillie Gifford & Co761,321$2.64M0.00%+6,216+0.8%Added
Artal Group S.A.700,000$2.43M0.14%00.0%Unchanged
Bank of New York Mellon Corp656,210$2.28M0.00%−2,546−0.4%Reduced
Bank of America Corp642,477$2.23M0.00%+392,624+157.1%Added
Canada Pension Plan Investment Board588,235$2.04M0.00%00.0%Unchanged
Rafferty Asset Management, LLC581,363$2.02M0.02%+374,963+181.7%Added
JPMorgan Chase & Co572,147$1.99M0.00%+52,155+10.0%Added
Federated Hermes, Inc.513,200$1.78M0.00%−10.0%Reduced
Nuveen Asset Management, LLC497,014$1.73M0.00%−86,687−14.9%Reduced
UBS Group AG411,026$1.43M0.00%+390,708+1,923.0%Added
Barclays PLC335,408$1.16M0.00%+200,700+149.0%Added
First Trust Advisors LP307,389$1.07M0.00%+30,500+11.0%Added
Citigroup Inc270,650$939.2K0.00%+63,984+31.0%Added
Rhumbline Advisers263,228$913.0K0.00%−4,490−1.7%Reduced
Vident Investment Advisory, LLC222,691$772.7K0.03%+90,435+68.4%Added
Morgan Stanley218,888$759.5K0.00%−196,201−47.3%Reduced
Manufacturers Life Insurance Company, The219,555$735.1K0.00%+1,056+0.5%Added
TD Asset Management Inc179,689$623.5K0.00%00.0%Unchanged
Two Sigma Investments, LP164,318$570.2K0.00%+164,318New
BBR Partners, LLC164,041$569.2K0.06%00.0%Unchanged
Alliancebernstein L.P.149,460$518.6K0.00%00.0%Unchanged
Dimensional Fund Advisors LP134,594$467.0K0.00%+15,321+12.8%Added
Tudor Investment Corp Et Al124,795$433.0K0.01%+124,795New
New York State Common Retirement Fund117,744$408.6K0.00%−480.0%Reduced
Eagle Health Investments LP100,000$347.0K0.08%00.0%Unchanged
DekaBank Deutsche Girozentrale100,000$329.0K0.00%00.0%Unchanged
MetLife Investment Management92,502$321.0K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.91,562$317.7K0.00%+125+0.1%Added
American International Group, Inc.81,846$284.0K0.00%−298−0.4%Reduced
Deutsche Bank AG74,929$260.0K0.00%+1,155+1.6%Added
California State Teachers Retirement System69,421$240.9K0.00%+1,085+1.6%Added
Voya Investment Management LLC67,441$234.0K0.00%00.0%Unchanged
SG Americas Securities, LLC61,487$213.0K0.00%+14,615+31.2%Added
D. E. Shaw & Co., Inc.59,865$207.7K0.00%−47,370−44.2%Reduced
Walleye Capital LLC58,781$204.0K0.00%−162,232−73.4%Reduced
Invesco Ltd.55,672$193.2K0.00%−255,324−82.1%Reduced
Susquehanna International Group, LLP55,315$191.9K0.00%−65,914−54.4%Reduced
Erste Asset Management GmbH54,000$177.7K0.00%00.0%Unchanged
Principal Financial Group Inc48,858$169.5K0.00%+3,166+6.9%Added
ProShare Advisors LLC42,884$148.8K0.00%+2,963+7.4%Added
American Century Companies Inc39,631$137.5K0.00%+13,495+51.6%Added
Virtus ETF Advisers LLC39,345$136.5K0.07%+16,228+70.2%Added
State Board of Administration of Florida Retirement System32,253$111.9K0.00%+3,690+12.9%Added
E Fund Management Co., Ltd.30,177$105.0K0.01%+15,986+112.6%Added
Alpine Global Management, LLC27,051$94.0K0.03%+27,051New
Envestnet Asset Management Inc23,284$80.8K0.00%−70−0.3%Reduced
Walleye Trading LLC22,558$78.3K0.00%−18,925−45.6%Reduced
Amalgamated Bank22,128$77.0K0.00%00.0%Unchanged
Royal Bank of Canada21,519$74.0K0.00%+19,412+921.3%Added
Woodline Partners LP20,740$72.0K0.00%00.0%Unchanged
Citadel Advisors LLC17,074$59.2K0.00%+17,074New
Clarius Group, LLC16,404$57.0K0.01%00.0%Unchanged
Gsa Capital Partners LLP16,084$56.0K0.01%+16,084New
Legal & General Group Plc16,049$55.8K0.00%00.0%Unchanged
XTX Topco Ltd15,626$54.2K0.01%+15,626New
Vista Wealth Management Group, LLC13,043$45.3K0.01%00.0%Unchanged
Prudential Financial Inc12,567$43.6K0.00%+80+0.6%Added
Mackenzie Financial Corp11,205$38.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.12,976$38.7K0.00%00.0%Unchanged
Zacks Investment Management10,831$37.6K0.00%+10,831New
Metropolitan Life Insurance Co10,736$37.3K0.00%00.0%Unchanged
Two Sigma Advisers, LP10,600$36.8K0.00%+10,600New
Mariner, LLC10,185$35.0K0.00%+10,185New
Lazard Asset Management LLC8,253$28.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.7,902$27.0K0.00%+7,657+3,125.3%Added
Aquatic Capital Management LLC7,800$27.0K0.00%+7,800New
STRS Ohio5,400$18.0K0.00%00.0%Unchanged
Amundi4,219$13.7K0.00%+4,219New
Tower Research Capital LLC (TRC)3,037$10.0K0.00%−5,509−64.5%Reduced
China Universal Asset Management Co., Ltd.2,533$8.79K0.00%+212+9.1%Added
Allspring Global Investments Holdings, LLC1,578$5.47K0.00%−13,991−89.9%Reduced
Sargent Bickham Lagudis LLC1,000$3.47K0.00%+1,000New
Daiwa Securities Group Inc.917$3.00K0.00%00.0%Unchanged
US Bancorp749$2.60K0.00%+749New
Comerica Securities,inc.45$1560.00%+45New
Credit Suisse AG7$240.00%−986−99.3%Reduced
SJS Investment Consulting Inc.1$30.00%+1New
Nisa Investment Advisors, LLC144$00.00%−5,889−97.6%Reduced
Covestor Ltd27$00.00%−11−28.9%Reduced
Kettle Hill Capital Management, LLC0$00.00%−158,400−100.0%Sold out
Renaissance Technologies LLC0$00.00%−40,700−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−33,490−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−30,116−100.0%Sold out
Camden Capital, LLC0$00.00%−15,000−100.0%Sold out