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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 2023

Institutional positions in Lyell Immunopharma, Inc. as of Sep 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
106
+7 vs. Q2 2023
Shares held
122.5M
+278.0K (+0.2%) vs. Q2 2023
Total value
$180.1M
−$208.6M (−53.7%) vs. Q2 2023
New holders
16
47 more added
Sold out
9
22 more reduced

Compare with Q2 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 holdersQ3 2023: 106 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 2023: $180.1M
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 2023

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q2 2023.

Institutions holding LYEL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$29.6M28.73%00.0%Unchanged
Vanguard Group Inc16,909,720$24.9M0.00%+32,467+0.2%Added
Orland Properties Ltd15,093,969$22.2M11.75%00.0%Unchanged
BlackRock Inc.13,420,242$19.7M0.00%+338,449+2.6%Added
Foresite Capital Management IV, LLC8,784,813$12.9M7.17%−915,187−9.4%Reduced
State Street Corp6,810,428$10.0M0.00%+639,183+10.4%Added
Price T Rowe Associates Inc6,686,197$9.83M0.00%−1,474,897−18.1%Reduced
Alphabet Inc.5,865,125$8.62M0.55%00.0%Unchanged
Geode Capital Management, LLC3,656,483$5.38M0.00%+280,655+8.3%Added
SC China Holding Ltd3,045,997$4.48M0.48%00.0%Unchanged
FMR LLC2,847,426$4.19M0.00%−17,022−0.6%Reduced
MIC Capital Management UK LLP1,740,569$2.56M0.58%−1,320,000−43.1%Reduced
Northern Trust Corp1,483,178$2.18M0.00%+48,919+3.4%Added
Massachusetts Financial Services Co1,363,190$2.00M0.00%−10,028−0.7%Reduced
Charles Schwab Investment Management Inc1,250,711$1.84M0.00%+98,702+8.6%Added
TD Asset Management Inc916,232$1.35M0.00%+484,316+112.1%Added
Citadel Advisors LLC747,143$1.10M0.00%+706,419+1,734.7%Added
Baillie Gifford & Co732,636$1.08M0.00%−28,685−3.8%Reduced
Nuveen Asset Management, LLC731,258$1.07M0.00%+140,095+23.7%Added
Bank of America Corp728,097$1.07M0.00%+237,869+48.5%Added
Bank of New York Mellon Corp661,561$972.5K0.00%+2,368+0.4%Added
Canada Pension Plan Investment Board588,235$864.7K0.00%00.0%Unchanged
Goldman Sachs Group Inc537,617$790.3K0.00%−118,406−18.0%Reduced
Manufacturers Life Insurance Company, The464,325$682.6K0.00%+445+0.1%Added
Rafferty Asset Management, LLC424,886$624.6K0.00%+99,597+30.6%Added
Clarius Group, LLC399,168$586.8K0.06%00.0%Unchanged
Jacobs Levy Equity Management, Inc325,359$478.3K0.00%+225,784+226.7%Added
Invesco Ltd.292,712$430.3K0.00%+2,051+0.7%Added
Swiss National Bank271,700$399.4K0.00%00.0%Unchanged
Rhumbline Advisers268,826$395.2K0.00%−6,076−2.2%Reduced
Morgan Stanley254,940$374.8K0.00%−96,575−27.5%Reduced
JPMorgan Chase & Co254,461$374.1K0.00%+19,086+8.1%Added
Barclays PLC245,243$360.5K0.00%+46,975+23.7%Added
Caxton Associates LP198,477$291.8K0.04%+154,064+346.9%Added
Susquehanna International Group, LLP196,875$289.4K0.00%+3,781+2.0%Added
Millennium Management LLC195,515$287.4K0.00%−13,157−6.3%Reduced
UBS Group AG195,076$286.8K0.00%+41,898+27.4%Added
Citigroup Inc193,739$284.8K0.00%+32,225+20.0%Added
Shell Asset Management Co187,163$275.0K0.01%−3,243−1.7%Reduced
Alliancebernstein L.P.174,660$256.8K0.00%+8,200+4.9%Added
BBR Partners, LLC164,041$241.1K0.03%00.0%Unchanged
New York Life Investment Management LLC150,866$221.8K0.00%−23,767−13.6%Reduced
California State Teachers Retirement System148,595$218.4K0.00%−18,913−11.3%Reduced
Credit Suisse AG131,040$192.6K0.00%−18,238−12.2%Reduced
American Century Companies Inc120,951$177.8K0.00%+40,833+51.0%Added
Legal & General Group Plc121,165$177.7K0.00%+9,392+8.4%Added
Wells Fargo & Company120,058$176.5K0.00%−666−0.6%Reduced
XTX Topco Ltd114,720$168.6K0.03%+114,720New
State of Wisconsin Investment Board106,695$156.8K0.00%−2,472−2.3%Reduced
Cornercap Investment Counsel Inc97,126$142.8K0.03%+97,126New
MetLife Investment Management92,101$135.4K0.00%00.0%Unchanged
American International Group, Inc.86,607$127.3K0.00%+3,079+3.7%Added
Franklin Resources Inc83,215$122.3K0.00%00.0%Unchanged
Ieq Capital, LLC82,157$120.8K0.00%+82,157New
Mariner, LLC79,287$116.6K0.00%+36,330+84.6%Added
Profund Advisors LLC73,442$108.0K0.01%+12,225+20.0%Added
Voya Investment Management LLC73,208$107.6K0.00%+2,768+3.9%Added
Deutsche Bank AG72,322$106.3K0.00%+12,100+20.1%Added
Janus Henderson Group PLC69,217$101.4K0.00%+70.0%Added
Principal Financial Group Inc68,080$100.1K0.00%+7,915+13.2%Added
Exchange Traded Concepts, LLC61,920$91.0K0.00%+18,183+41.6%Added
Erste Asset Management GmbH54,000$84.8K0.00%00.0%Unchanged
SG Americas Securities, LLC54,535$80.0K0.00%+54,535New
Squarepoint Ops LLC53,945$79.3K0.00%+53,945New
Prudential Financial Inc52,057$76.5K0.00%00.0%Unchanged
New York State Common Retirement Fund51,628$75.9K0.00%+521+1.0%Added
Two Sigma Investments, LP49,900$73.4K0.00%−5,900−10.6%Reduced
State Board of Administration of Florida Retirement System49,523$72.8K0.00%+260+0.5%Added
Ameriprise Financial Inc44,942$66.1K0.00%+44,942New
ProShare Advisors LLC38,957$57.3K0.00%+236+0.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)36,546$53.7K0.00%00.0%Unchanged
Arizona State Retirement System35,535$52.2K0.00%+480+1.4%Added
Teacher Retirement System of Texas35,460$52.0K0.00%+1,601+4.7%Added
Verition Fund Management LLC35,000$51.5K0.00%+35,000New
Gsa Capital Partners LLP34,540$51.0K0.00%+34,540New
UBS Asset Management Americas Inc33,000$48.5K0.00%+33,000New
AQR Capital Management LLC29,572$43.5K0.00%+29,572New
Royal Bank of Canada29,184$43.0K0.00%+11,080+61.2%Added
Tower Research Capital LLC (TRC)29,184$42.9K0.00%+25,513+695.0%Added
Virtus ETF Advisers LLC28,661$42.1K0.03%−2,857−9.1%Reduced
Public Employees Retirement System of Ohio27,203$40.0K0.00%+14,229+109.7%Added
E Fund Management Co., Ltd.21,829$32.0K0.00%+4,338+24.8%Added
Vista Wealth Management Group, LLC20,869$30.7K0.00%+7,826+60.0%Added
Woodline Partners LP20,740$30.5K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.19,564$28.8K0.00%+2,794+16.7%Added
Centiva Capital, LP19,466$28.6K0.00%+19,466New
Ameritas Investment Partners, Inc.17,114$25.2K0.00%+4,138+31.9%Added
Amalgamated Bank17,078$25.0K0.00%00.0%Unchanged
GTS Securities LLC15,092$22.2K0.00%+15,092New
Jane Street Group, LLC14,750$21.7K0.00%−47,323−76.2%Reduced
Aigen Investment Management, LP14,051$20.7K0.00%+14,051New
Dimensional Fund Advisors LP13,463$19.8K0.00%00.0%Unchanged
Victory Capital Management Inc13,242$19.5K0.00%+137+1.0%Added
Federated Hermes, Inc.12,902$19.0K0.00%−941−6.8%Reduced
Allspring Global Investments Holdings, LLC12,393$18.2K0.00%−199−1.6%Reduced
Mackenzie Financial Corp11,205$16.1K0.00%00.0%Unchanged
Xponance, Inc.10,280$15.1K0.00%+10,280New
Metropolitan Life Insurance Co9,849$14.5K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.6,436$9.46K0.00%+3,165+96.8%Added
Lazard Asset Management LLC5,901$8.00K0.00%+214+3.8%Added