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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 2023

Institutional positions in Lyell Immunopharma, Inc. as of Dec 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
119
+13 vs. Q3 2023
Shares held
131.3M
+8.80M (+7.2%) vs. Q3 2023
Total value
$255.2M
+$75.1M (+41.7%) vs. Q3 2023
New holders
26
33 more added
Sold out
13
31 more reduced

Compare with Q3 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 holdersQ4 2023: 119 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 2023: $255.2M
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 2023

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q3 2023.

Institutions holding LYEL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$39.1M32.90%00.0%Unchanged
Orland Properties Ltd15,093,969$29.3M14.30%00.0%Unchanged
BlackRock Inc.14,302,220$27.7M0.00%+881,978+6.6%Added
Vanguard Group Inc13,604,027$26.4M0.00%−3,305,693−19.5%Reduced
Foresite Capital Management IV, LLC8,325,000$16.2M8.16%−459,813−5.2%Reduced
WuXi AppTec Co., Ltd.8,180,678$15.9M41.15%+8,180,678New
Price T Rowe Associates Inc6,638,883$12.9M0.00%−47,314−0.7%Reduced
Alphabet Inc.5,865,125$11.4M0.53%00.0%Unchanged
Geode Capital Management, LLC3,937,350$7.64M0.00%+280,867+7.7%Added
State Street Corp3,539,086$6.87M0.00%−3,271,342−48.0%Reduced
Citadel Advisors LLC3,477,228$6.75M0.01%+2,730,085+365.4%Added
SC China Holding Ltd3,045,997$6.40M0.74%00.0%Unchanged
FMR LLC2,788,727$5.41M0.00%−58,699−2.1%Reduced
MIC Capital Management UK LLP1,740,569$3.38M0.66%00.0%Unchanged
Bank of America Corp1,660,589$3.22M0.00%+932,492+128.1%Added
Northern Trust Corp1,475,509$2.86M0.00%−7,669−0.5%Reduced
Massachusetts Financial Services Co1,354,678$2.63M0.00%−8,512−0.6%Reduced
Charles Schwab Investment Management Inc1,266,863$2.46M0.00%+16,152+1.3%Added
TD Asset Management Inc916,232$1.78M0.00%00.0%Unchanged
Millennium Management LLC899,017$1.74M0.00%+703,502+359.8%Added
Invenomic Capital Management LP746,415$1.45M0.08%+746,415New
Nuveen Asset Management, LLC729,490$1.42M0.00%−1,768−0.2%Reduced
Baillie Gifford & Co690,871$1.34M0.00%−41,765−5.7%Reduced
Bank of New York Mellon Corp661,017$1.28M0.00%−544−0.1%Reduced
Goldman Sachs Group Inc627,695$1.22M0.00%+90,078+16.8%Added
Canada Pension Plan Investment Board588,235$1.14M0.00%00.0%Unchanged
Morgan Stanley547,597$1.06M0.00%+292,657+114.8%Added
HRT Financial LP496,708$963.0K0.01%+496,708New
Susquehanna International Group, LLP479,381$930.0K0.00%+282,506+143.5%Added
Manufacturers Life Insurance Company, The464,325$900.8K0.00%00.0%Unchanged
Clarius Group, LLC399,168$774.4K0.06%00.0%Unchanged
Invesco Ltd.311,109$603.6K0.00%+18,397+6.3%Added
Squarepoint Ops LLC304,776$591.3K0.00%+250,831+465.0%Added
Jane Street Group, LLC304,069$589.9K0.00%+289,319+1,961.5%Added
Rhumbline Advisers270,885$525.5K0.00%+2,059+0.8%Added
Barclays PLC263,070$510.4K0.00%+17,827+7.3%Added
Swiss National Bank247,400$480.0K0.00%−24,300−8.9%Reduced
Two Sigma Investments, LP241,486$468.5K0.00%+191,586+383.9%Added
Mirae Asset Global Investments Co., Ltd.225,506$437.5K0.00%+205,942+1,052.7%Added
UBS Group AG218,840$424.5K0.00%+23,764+12.2%Added
Alliancebernstein L.P.184,250$357.4K0.00%+9,590+5.5%Added
BBR Partners, LLC164,041$318.2K0.03%00.0%Unchanged
JPMorgan Chase & Co162,594$315.4K0.00%−91,867−36.1%Reduced
XTX Topco Ltd155,393$301.5K0.07%+40,673+35.5%Added
New York Life Investment Management LLC147,467$286.1K0.00%−3,399−2.3%Reduced
American Century Companies Inc145,445$282.2K0.00%+24,494+20.3%Added
Shell Asset Management Co143,991$279.0K0.01%−43,172−23.1%Reduced
California State Teachers Retirement System140,125$271.8K0.00%−8,470−5.7%Reduced
Legal & General Group Plc121,165$235.5K0.00%00.0%Unchanged
Credit Suisse AG116,220$225.5K0.00%−14,820−11.3%Reduced
Mariner, LLC114,904$222.9K0.00%+35,617+44.9%Added
State of Wisconsin Investment Board103,575$200.9K0.00%−3,120−2.9%Reduced
SG Americas Securities, LLC99,221$192.0K0.00%+44,686+81.9%Added
Cornercap Investment Counsel Inc97,126$188.4K0.03%00.0%Unchanged
MetLife Investment Management92,101$178.7K0.00%00.0%Unchanged
American International Group, Inc.86,259$167.3K0.00%−348−0.4%Reduced
Franklin Resources Inc83,215$161.4K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC82,956$160.9K0.00%+21,036+34.0%Added
Ieq Capital, LLC82,157$159.4K0.00%00.0%Unchanged
Citigroup Inc75,742$146.9K0.00%−117,997−60.9%Reduced
Voya Investment Management LLC73,208$142.0K0.00%00.0%Unchanged
Renaissance Technologies LLC72,500$141.0K0.00%+72,500New
Deutsche Bank AG70,007$135.8K0.00%−2,315−3.2%Reduced
Janus Henderson Group PLC69,119$134.4K0.00%−98−0.1%Reduced
Point72 Middle East FZE68,861$133.6K0.01%+68,861New
EntryPoint Capital, LLC65,633$127.3K0.12%+65,633New
Principal Financial Group Inc62,915$122.1K0.00%−5,165−7.6%Reduced
Cubist Systematic Strategies, LLC61,667$119.6K0.00%+61,667New
Erste Asset Management GmbH54,000$113.9K0.00%00.0%Unchanged
Man Group plc54,202$105.2K0.00%+54,202New
Wells Fargo & Company53,373$103.5K0.00%−66,685−55.5%Reduced
Prudential Financial Inc52,057$101.0K0.00%00.0%Unchanged
New York State Common Retirement Fund51,280$99.5K0.00%−348−0.7%Reduced
Royal Bank of Canada51,090$99.0K0.00%+21,906+75.1%Added
ExodusPoint Capital Management, LP50,906$99.0K0.00%+50,906New
State Board of Administration of Florida Retirement System49,523$96.1K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd48,775$94.6K0.01%+48,775New
Sawtooth Solutions, LLC48,108$93.3K0.00%+48,108New
Bleakley Financial Group, LLC48,108$93.3K0.00%+48,108New
Virtus ETF Advisers LLC45,832$88.9K0.06%+17,171+59.9%Added
ProShare Advisors LLC44,816$86.9K0.00%+5,859+15.0%Added
Caxton Associates LP38,046$73.8K0.00%−160,431−80.8%Reduced
Arizona State Retirement System35,087$68.1K0.00%−448−1.3%Reduced
Tower Research Capital LLC (TRC)33,041$64.1K0.00%+3,857+13.2%Added
UBS Asset Management Americas Inc33,000$64.0K0.00%00.0%Unchanged
AQR Capital Management LLC30,244$58.7K0.00%+672+2.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)29,918$58.0K0.00%−6,628−18.1%Reduced
China Universal Asset Management Co., Ltd.29,137$56.5K0.01%+22,701+352.7%Added
Teacher Retirement System of Texas29,018$56.0K0.00%−6,442−18.2%Reduced
Brevan Howard Capital Management LP26,101$50.6K0.01%+26,101New
Graham Capital Management, L.P.25,869$50.2K0.00%+25,869New
State of Wyoming21,583$41.9K0.01%+21,583New
Vista Wealth Management Group, LLC20,869$40.5K0.00%00.0%Unchanged
Woodline Partners LP20,740$40.2K0.00%00.0%Unchanged
Rpo LLC19,739$38.3K0.06%+19,739New
Prelude Capital Management, LLC17,504$34.0K0.00%+17,504New
Ameritas Investment Partners, Inc.17,114$33.2K0.00%00.0%Unchanged
Victory Capital Management Inc16,619$32.2K0.00%+3,377+25.5%Added
JustInvest LLC15,917$30.9K0.00%+15,917New
Amalgamated Bank15,291$30.0K0.00%−1,787−10.5%Reduced