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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 2023

Institutional positions in Lyell Immunopharma, Inc. as of Mar 31, 2023. 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
99
+5 vs. Q4 2022
Shares held
117.8M
+1.11M (+0.9%) vs. Q4 2022
Total value
$277.9M
−$126.9M (−31.3%) vs. Q4 2022
New holders
20
30 more added
Sold out
15
24 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 99 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 2023: $277.9M
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 2023

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q4 2022.

Institutions holding LYEL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$47.6M33.50%00.0%Unchanged
Orland Properties Ltd15,093,969$35.6M18.69%00.0%Unchanged
Vanguard Group Inc12,759,123$30.1M0.00%+167,893+1.3%Added
BlackRock Inc.12,337,133$29.1M0.00%+168,119+1.4%Added
Foresite Capital Management IV, LLC10,000,000$23.6M12.25%00.0%Unchanged
State Street Corp7,921,252$18.7M0.00%−829,167−9.5%Reduced
Alphabet Inc.5,865,125$13.8M0.77%00.0%Unchanged
Price T Rowe Associates Inc3,967,338$9.36M0.00%+291,652+7.9%Added
Geode Capital Management, LLC3,188,435$7.52M0.00%+136,430+4.5%Added
MIC Capital Management UK LLP3,060,569$7.22M1.38%00.0%Unchanged
SC China Holding Ltd3,045,997$7.19M0.76%00.0%Unchanged
FMR LLC2,930,205$6.92M0.00%−41,166−1.4%Reduced
Northern Trust Corp1,730,776$4.08M0.00%−457,763−20.9%Reduced
Jacobs Levy Equity Management, Inc1,651,798$3.90M0.02%+1,651,798New
Massachusetts Financial Services Co1,391,408$3.28M0.00%+102,881+8.0%Added
Charles Schwab Investment Management Inc1,139,474$2.69M0.00%+6,618+0.6%Added
Baillie Gifford & Co761,321$1.80M0.00%00.0%Unchanged
Bank of America Corp738,793$1.74M0.00%+96,316+15.0%Added
Bank of New York Mellon Corp653,940$1.54M0.00%−2,270−0.3%Reduced
JPMorgan Chase & Co625,007$1.48M0.00%+52,860+9.2%Added
Canada Pension Plan Investment Board588,235$1.39M0.00%00.0%Unchanged
Goldman Sachs Group Inc555,530$1.31M0.00%−657,044−54.2%Reduced
Rafferty Asset Management, LLC506,270$1.19M0.01%−75,093−12.9%Reduced
Nuveen Asset Management, LLC447,594$1.06M0.00%−49,420−9.9%Reduced
Citigroup Inc416,727$983.5K0.00%+146,077+54.0%Added
Two Sigma Investments, LP385,996$911.0K0.00%+221,678+134.9%Added
Millennium Management LLC345,955$816.0K0.00%+345,955New
Invesco Ltd.289,186$682.5K0.00%+233,514+419.4%Added
XTX Topco Ltd286,614$676.4K0.14%+270,988+1,734.2%Added
Rhumbline Advisers272,053$642.0K0.00%+8,825+3.4%Added
Morgan Stanley245,674$579.8K0.00%+26,786+12.2%Added
Barclays PLC245,251$578.8K0.00%−90,157−26.9%Reduced
Manufacturers Life Insurance Company, The239,002$564.0K0.00%+19,447+8.9%Added
Ameriprise Financial Inc226,948$535.6K0.00%+226,948New
UBS Group AG221,283$522.2K0.00%−189,743−46.2%Reduced
Vident Investment Advisory, LLC221,112$521.8K0.02%−1,579−0.7%Reduced
Susquehanna International Group, LLP219,922$519.0K0.00%+164,607+297.6%Added
New York Life Investment Management LLC201,887$476.5K0.01%+201,887New
Jane Street Group, LLC197,559$466.2K0.00%+197,559New
TD Asset Management Inc179,689$424.1K0.00%00.0%Unchanged
Alliancebernstein L.P.166,460$392.8K0.00%+17,000+11.4%Added
BBR Partners, LLC164,041$387.1K0.04%00.0%Unchanged
Public Employees Retirement System of Ohio124,800$295.0K0.00%+124,800New
Wells Fargo & Company114,805$270.9K0.00%+114,805New
Deutsche Bank AG105,963$250.1K0.00%+31,034+41.4%Added
Eagle Health Investments LP100,000$236.0K0.05%00.0%Unchanged
Profund Advisors LLC95,370$225.1K0.01%+95,370New
DekaBank Deutsche Girozentrale100,000$215.0K0.00%00.0%Unchanged
New York State Common Retirement Fund90,313$213.1K0.00%−27,431−23.3%Reduced
Cornercap Investment Counsel Inc90,172$212.8K0.04%+90,172New
American International Group, Inc.83,508$197.1K0.00%+1,662+2.0%Added
MetLife Investment Management75,014$177.0K0.00%−17,488−18.9%Reduced
Two Sigma Advisers, LP73,600$173.7K0.00%+63,000+594.3%Added
Russell Investments Group, Ltd.70,743$167.0K0.00%+70,743New
SG Americas Securities, LLC67,953$160.0K0.00%+6,466+10.5%Added
Voya Investment Management LLC67,441$159.2K0.00%00.0%Unchanged
California State Teachers Retirement System64,330$151.8K0.00%−5,091−7.3%Reduced
Citadel Advisors LLC59,222$139.8K0.00%+42,148+246.9%Added
Principal Financial Group Inc54,625$128.9K0.00%+5,767+11.8%Added
Cubist Systematic Strategies, LLC49,458$116.7K0.00%+49,458New
Erste Asset Management GmbH54,000$116.1K0.00%00.0%Unchanged
American Century Companies Inc47,398$101.9K0.00%+7,767+19.6%Added
Dimensional Fund Advisors LP42,745$100.9K0.00%−91,849−68.2%Reduced
ProShare Advisors LLC37,671$88.9K0.00%−5,213−12.2%Reduced
Mariner, LLC35,448$84.0K0.00%+25,263+248.0%Added
State Board of Administration of Florida Retirement System32,253$76.1K0.00%00.0%Unchanged
Prelude Capital Management, LLC31,000$73.2K0.00%+31,000New
E Fund Management Co., Ltd.28,738$68.0K0.00%−1,439−4.8%Reduced
Virtus ETF Advisers LLC28,421$67.1K0.04%−10,924−27.8%Reduced
Lazard Asset Management LLC26,547$62.0K0.00%+18,294+221.7%Added
Mirae Asset Global Investments Co., Ltd.25,336$59.8K0.00%−66,226−72.3%Reduced
Woodline Partners LP20,740$48.9K0.00%00.0%Unchanged
Amalgamated Bank17,903$42.0K0.00%−4,225−19.1%Reduced
Clarius Group, LLC16,404$38.7K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.16,353$38.6K0.00%−43,512−72.7%Reduced
Legal & General Group Plc16,049$37.6K0.00%00.0%Unchanged
Victory Capital Management Inc13,408$31.6K0.00%+13,408New
Vista Wealth Management Group, LLC13,043$30.8K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.12,976$30.6K0.00%00.0%Unchanged
Ethic Inc.12,654$29.9K0.00%+12,654New
Prudential Financial Inc12,457$29.4K0.00%−110−0.9%Reduced
Mackenzie Financial Corp11,205$26.4K0.00%00.0%Unchanged
Gladius Capital Management LP10,997$26.0K0.01%+10,997New
Zacks Investment Management10,831$25.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)10,687$25.0K0.00%+7,650+251.9%Added
Metropolitan Life Insurance Co9,849$23.2K0.00%−887−8.3%Reduced
Royal Bank of Canada9,680$23.0K0.00%−11,839−55.0%Reduced
Advisor Group Holdings, Inc.7,700$20.6K0.00%−202−2.6%Reduced
Allspring Global Investments Holdings, LLC8,086$19.1K0.00%+6,508+412.4%Added
STRS Ohio5,400$12.0K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.3,382$7.98K0.00%+849+33.5%Added
Quantbot Technologies LP2,300$5.43K0.00%+2,300New
Ellevest, Inc.1,276$3.01K0.00%+1,276New
Point72 Middle East FZE939$2.22K0.00%+939New
Daiwa Securities Group Inc.917$2.00K0.00%00.0%Unchanged
US Bancorp832$1.96K0.00%+83+11.1%Added
TCI Wealth Advisors, Inc.831$1.96K0.00%+831New
Covestor Ltd27$00.00%00.0%Unchanged
Simplex Trading, LLC18$00.00%+18New
Artal Group S.A.0$00.00%−700,000−100.0%Sold out