Skip to main content

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