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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, Q2 2023

Institutional positions in Lyell Immunopharma, Inc. as of Jun 30, 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
0 vs. Q1 2023
Shares held
122.2M
+4.46M (+3.8%) vs. Q1 2023
Total value
$388.7M
+$110.8M (+39.9%) vs. Q1 2023
New holders
16
31 more added
Sold out
16
34 more reduced

Compare with Q1 2023: 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 holdersQ2 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 heldQ2 2023: $388.7M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q1 2023.

Institutions holding LYEL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$64.1M38.79%00.0%Unchanged
Vanguard Group Inc16,877,253$53.7M0.00%+4,118,130+32.3%Added
Orland Properties Ltd15,093,969$48.0M24.81%00.0%Unchanged
BlackRock Inc.13,081,793$41.6M0.00%+744,660+6.0%Added
Foresite Capital Management IV, LLC9,700,000$30.8M15.17%−300,000−3.0%Reduced
Price T Rowe Associates Inc8,161,094$26.0M0.00%+4,193,756+105.7%Added
State Street Corp6,171,245$19.6M0.00%−1,750,007−22.1%Reduced
Alphabet Inc.5,865,125$18.7M1.00%00.0%Unchanged
Geode Capital Management, LLC3,375,828$10.7M0.00%+187,393+5.9%Added
MIC Capital Management UK LLP3,060,569$9.73M1.98%00.0%Unchanged
SC China Holding Ltd3,045,997$9.69M1.11%00.0%Unchanged
FMR LLC2,864,448$9.11M0.00%−65,757−2.2%Reduced
Northern Trust Corp1,434,259$4.56M0.00%−296,517−17.1%Reduced
Massachusetts Financial Services Co1,373,218$4.37M0.00%−18,190−1.3%Reduced
Charles Schwab Investment Management Inc1,152,009$3.66M0.00%+12,535+1.1%Added
Baillie Gifford & Co761,321$2.42M0.00%00.0%Unchanged
Bank of New York Mellon Corp659,193$2.10M0.00%+5,253+0.8%Added
Goldman Sachs Group Inc656,023$2.09M0.00%+100,493+18.1%Added
Nuveen Asset Management, LLC591,163$1.88M0.00%+143,569+32.1%Added
Canada Pension Plan Investment Board588,235$1.87M0.00%00.0%Unchanged
Bank of America Corp490,228$1.56M0.00%−248,565−33.6%Reduced
Manufacturers Life Insurance Company, The463,880$1.48M0.00%+224,878+94.1%Added
TD Asset Management Inc431,916$1.37M0.00%+252,227+140.4%Added
Clarius Group, LLC399,168$1.27M0.10%+382,764+2,333.4%Added
Morgan Stanley351,515$1.12M0.00%+105,841+43.1%Added
Rafferty Asset Management, LLC325,289$1.03M0.01%−180,981−35.7%Reduced
Invesco Ltd.290,661$924.3K0.00%+1,475+0.5%Added
Rhumbline Advisers274,902$874.2K0.00%+2,849+1.0%Added
Swiss National Bank271,700$864.0K0.00%+271,700New
JPMorgan Chase & Co235,375$748.5K0.00%−389,632−62.3%Reduced
Millennium Management LLC208,672$663.6K0.00%−137,283−39.7%Reduced
Barclays PLC198,268$630.5K0.00%−46,983−19.2%Reduced
Susquehanna International Group, LLP193,094$614.0K0.00%−26,828−12.2%Reduced
Shell Asset Management Co190,406$605.0K0.02%+190,406New
New York Life Investment Management LLC174,633$555.3K0.01%−27,254−13.5%Reduced
California State Teachers Retirement System167,508$532.7K0.00%+103,178+160.4%Added
Alliancebernstein L.P.166,460$529.3K0.00%00.0%Unchanged
BBR Partners, LLC164,041$521.6K0.06%00.0%Unchanged
Citigroup Inc161,514$513.6K0.00%−255,213−61.2%Reduced
UBS Group AG153,178$487.1K0.00%−68,105−30.8%Reduced
Credit Suisse AG149,278$474.7K0.00%+149,278New
Wells Fargo & Company120,724$383.9K0.00%+5,919+5.2%Added
Legal & General Group Plc111,773$355.4K0.00%+95,724+596.4%Added
State of Wisconsin Investment Board109,167$347.2K0.00%+109,167New
Jacobs Levy Equity Management, Inc99,575$316.6K0.00%−1,552,223−94.0%Reduced
MetLife Investment Management92,101$292.9K0.00%+17,087+22.8%Added
American International Group, Inc.83,528$265.6K0.00%+200.0%Added
Franklin Resources Inc83,215$264.6K0.00%+83,215New
American Century Companies Inc80,118$254.8K0.00%+32,720+69.0%Added
Voya Investment Management LLC70,440$224.0K0.00%+2,999+4.4%Added
Janus Henderson Group PLC69,210$219.7K0.00%+69,210New
Jane Street Group, LLC62,073$197.4K0.00%−135,486−68.6%Reduced
Profund Advisors LLC61,217$194.7K0.01%−34,153−35.8%Reduced
Deutsche Bank AG60,222$191.5K0.00%−45,741−43.2%Reduced
Principal Financial Group Inc60,165$191.3K0.00%+5,540+10.1%Added
Two Sigma Investments, LP55,800$177.4K0.00%−330,196−85.5%Reduced
Erste Asset Management GmbH54,000$169.0K0.00%00.0%Unchanged
Prudential Financial Inc52,057$165.5K0.00%+39,600+317.9%Added
New York State Common Retirement Fund51,107$162.5K0.00%−39,206−43.4%Reduced
State Board of Administration of Florida Retirement System49,263$156.7K0.00%+17,010+52.7%Added
Caxton Associates LP44,413$141.2K0.02%+44,413New
Exchange Traded Concepts, LLC43,737$139.1K0.00%+43,737New
Mariner, LLC42,957$136.6K0.00%+7,509+21.2%Added
Citadel Advisors LLC40,724$129.5K0.00%−18,498−31.2%Reduced
ProShare Advisors LLC38,721$123.1K0.00%+1,050+2.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)36,546$116.2K0.00%+36,546New
Arizona State Retirement System35,055$111.5K0.00%+35,055New
Teacher Retirement System of Texas33,859$108.0K0.00%+33,859New
Virtus ETF Advisers LLC31,518$100.2K0.06%+3,097+10.9%Added
Ergoteles LLC22,332$71.0K0.00%+22,332New
Russell Investments Group, Ltd.21,298$67.7K0.00%−49,445−69.9%Reduced
Woodline Partners LP20,740$66.0K0.00%00.0%Unchanged
Royal Bank of Canada18,104$58.0K0.00%+8,424+87.0%Added
E Fund Management Co., Ltd.17,491$56.0K0.00%−11,247−39.1%Reduced
Amalgamated Bank17,078$54.0K0.00%−825−4.6%Reduced
Mirae Asset Global Investments Co., Ltd.16,770$52.8K0.00%−8,566−33.8%Reduced
Federated Hermes, Inc.13,843$44.0K0.00%+13,843New
Dimensional Fund Advisors LP13,463$42.8K0.00%−29,282−68.5%Reduced
Victory Capital Management Inc13,105$41.7K0.00%−303−2.3%Reduced
Vista Wealth Management Group, LLC13,043$41.5K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.12,976$41.3K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio12,974$41.0K0.00%−111,826−89.6%Reduced
Prelude Capital Management, LLC12,754$40.6K0.00%−18,246−58.9%Reduced
Allspring Global Investments Holdings, LLC12,592$40.0K0.00%+4,506+55.7%Added
Nebula Research & Development LLC12,305$39.1K0.03%+12,305New
Mackenzie Financial Corp11,205$34.7K0.00%00.0%Unchanged
Ethic Inc.10,473$33.3K0.00%−2,181−17.2%Reduced
Metropolitan Life Insurance Co9,849$31.3K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.7,700$24.2K0.00%00.0%Unchanged
Gladius Capital Management LP6,956$22.1K0.01%−4,041−36.7%Reduced
Lazard Asset Management LLC5,687$17.0K0.00%−20,860−78.6%Reduced
STRS Ohio5,400$17.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC5,310$16.9K0.00%+5,310New
Tower Research Capital LLC (TRC)3,671$11.7K0.00%−7,016−65.6%Reduced
China Universal Asset Management Co., Ltd.3,271$10.4K0.00%−111−3.3%Reduced
US Bancorp2,361$7.51K0.00%+1,529+183.8%Added
Daiwa Securities Group Inc.917$3.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC386$1.23K0.00%+386New
Covestor Ltd48$00.00%+21+77.8%Added
XTX Topco Ltd0$00.00%−286,614−100.0%Sold out