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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
CWM, LLC140$00.00%00.0%Unchanged
Covestor Ltd39$00.00%−3−7.1%Reduced
Capital Advisors, Ltd. LLC154$00.00%+154New
Farther Finance Advisors, LLC1$20.00%+1New
Nisa Investment Advisors, LLC153$2970.00%+153New
Daiwa Securities Group Inc.917$2.00K0.00%00.0%Unchanged
STRS Ohio5,400$10.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co6,337$12.3K0.00%−3,512−35.7%Reduced
Bear Mountain Capital, Inc.6,100$12.9K0.01%+6,100New
Qube Research & Technologies Ltd8,500$16.5K0.00%+8,500New
Xponance, Inc.10,280$19.9K0.00%00.0%Unchanged
Mackenzie Financial Corp11,205$21.7K0.00%00.0%Unchanged
Lazard Asset Management LLC12,390$23.0K0.00%+6,489+110.0%Added
Point72 Asia (Singapore) Pte. Ltd.13,000$25.2K0.01%+13,000New
Dimensional Fund Advisors LP13,463$26.1K0.00%00.0%Unchanged
Virtu Financial LLC15,182$29.0K0.00%+15,182New
Aigen Investment Management, LP15,268$29.6K0.01%+1,217+8.7%Added
Federated Hermes, Inc.15,315$29.7K0.00%+2,413+18.7%Added
Two Sigma Advisers, LP15,400$29.9K0.00%+15,400New
Amalgamated Bank15,291$30.0K0.00%−1,787−10.5%Reduced
JustInvest LLC15,917$30.9K0.00%+15,917New
Victory Capital Management Inc16,619$32.2K0.00%+3,377+25.5%Added
Ameritas Investment Partners, Inc.17,114$33.2K0.00%00.0%Unchanged
Prelude Capital Management, LLC17,504$34.0K0.00%+17,504New
Rpo LLC19,739$38.3K0.06%+19,739New
Woodline Partners LP20,740$40.2K0.00%00.0%Unchanged
Vista Wealth Management Group, LLC20,869$40.5K0.00%00.0%Unchanged
State of Wyoming21,583$41.9K0.01%+21,583New
Graham Capital Management, L.P.25,869$50.2K0.00%+25,869New
Brevan Howard Capital Management LP26,101$50.6K0.01%+26,101New
Teacher Retirement System of Texas29,018$56.0K0.00%−6,442−18.2%Reduced
China Universal Asset Management Co., Ltd.29,137$56.5K0.01%+22,701+352.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)29,918$58.0K0.00%−6,628−18.1%Reduced
AQR Capital Management LLC30,244$58.7K0.00%+672+2.3%Added
UBS Asset Management Americas Inc33,000$64.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)33,041$64.1K0.00%+3,857+13.2%Added
Arizona State Retirement System35,087$68.1K0.00%−448−1.3%Reduced
Caxton Associates LP38,046$73.8K0.00%−160,431−80.8%Reduced
ProShare Advisors LLC44,816$86.9K0.00%+5,859+15.0%Added
Virtus ETF Advisers LLC45,832$88.9K0.06%+17,171+59.9%Added
Sawtooth Solutions, LLC48,108$93.3K0.00%+48,108New
Bleakley Financial Group, LLC48,108$93.3K0.00%+48,108New
Y-Intercept (Hong Kong) Ltd48,775$94.6K0.01%+48,775New
State Board of Administration of Florida Retirement System49,523$96.1K0.00%00.0%Unchanged
Royal Bank of Canada51,090$99.0K0.00%+21,906+75.1%Added
ExodusPoint Capital Management, LP50,906$99.0K0.00%+50,906New
New York State Common Retirement Fund51,280$99.5K0.00%−348−0.7%Reduced
Prudential Financial Inc52,057$101.0K0.00%00.0%Unchanged
Wells Fargo & Company53,373$103.5K0.00%−66,685−55.5%Reduced
Man Group plc54,202$105.2K0.00%+54,202New
Erste Asset Management GmbH54,000$113.9K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC61,667$119.6K0.00%+61,667New
Principal Financial Group Inc62,915$122.1K0.00%−5,165−7.6%Reduced
EntryPoint Capital, LLC65,633$127.3K0.12%+65,633New
Point72 Middle East FZE68,861$133.6K0.01%+68,861New
Janus Henderson Group PLC69,119$134.4K0.00%−98−0.1%Reduced
Deutsche Bank AG70,007$135.8K0.00%−2,315−3.2%Reduced
Renaissance Technologies LLC72,500$141.0K0.00%+72,500New
Voya Investment Management LLC73,208$142.0K0.00%00.0%Unchanged
Citigroup Inc75,742$146.9K0.00%−117,997−60.9%Reduced
Ieq Capital, LLC82,157$159.4K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC82,956$160.9K0.00%+21,036+34.0%Added
Franklin Resources Inc83,215$161.4K0.00%00.0%Unchanged
American International Group, Inc.86,259$167.3K0.00%−348−0.4%Reduced
MetLife Investment Management92,101$178.7K0.00%00.0%Unchanged
Cornercap Investment Counsel Inc97,126$188.4K0.03%00.0%Unchanged
SG Americas Securities, LLC99,221$192.0K0.00%+44,686+81.9%Added
State of Wisconsin Investment Board103,575$200.9K0.00%−3,120−2.9%Reduced
Mariner, LLC114,904$222.9K0.00%+35,617+44.9%Added
Credit Suisse AG116,220$225.5K0.00%−14,820−11.3%Reduced
Legal & General Group Plc121,165$235.5K0.00%00.0%Unchanged
California State Teachers Retirement System140,125$271.8K0.00%−8,470−5.7%Reduced
Shell Asset Management Co143,991$279.0K0.01%−43,172−23.1%Reduced
American Century Companies Inc145,445$282.2K0.00%+24,494+20.3%Added
New York Life Investment Management LLC147,467$286.1K0.00%−3,399−2.3%Reduced
XTX Topco Ltd155,393$301.5K0.07%+40,673+35.5%Added
JPMorgan Chase & Co162,594$315.4K0.00%−91,867−36.1%Reduced
BBR Partners, LLC164,041$318.2K0.03%00.0%Unchanged
Alliancebernstein L.P.184,250$357.4K0.00%+9,590+5.5%Added
UBS Group AG218,840$424.5K0.00%+23,764+12.2%Added
Mirae Asset Global Investments Co., Ltd.225,506$437.5K0.00%+205,942+1,052.7%Added
Two Sigma Investments, LP241,486$468.5K0.00%+191,586+383.9%Added
Swiss National Bank247,400$480.0K0.00%−24,300−8.9%Reduced
Barclays PLC263,070$510.4K0.00%+17,827+7.3%Added
Rhumbline Advisers270,885$525.5K0.00%+2,059+0.8%Added
Jane Street Group, LLC304,069$589.9K0.00%+289,319+1,961.5%Added
Squarepoint Ops LLC304,776$591.3K0.00%+250,831+465.0%Added
Invesco Ltd.311,109$603.6K0.00%+18,397+6.3%Added
Clarius Group, LLC399,168$774.4K0.06%00.0%Unchanged
Manufacturers Life Insurance Company, The464,325$900.8K0.00%00.0%Unchanged
Susquehanna International Group, LLP479,381$930.0K0.00%+282,506+143.5%Added
HRT Financial LP496,708$963.0K0.01%+496,708New
Morgan Stanley547,597$1.06M0.00%+292,657+114.8%Added
Canada Pension Plan Investment Board588,235$1.14M0.00%00.0%Unchanged
Goldman Sachs Group Inc627,695$1.22M0.00%+90,078+16.8%Added
Bank of New York Mellon Corp661,017$1.28M0.00%−544−0.1%Reduced
Baillie Gifford & Co690,871$1.34M0.00%−41,765−5.7%Reduced
Nuveen Asset Management, LLC729,490$1.42M0.00%−1,768−0.2%Reduced
Invenomic Capital Management LP746,415$1.45M0.08%+746,415New
Millennium Management LLC899,017$1.74M0.00%+703,502+359.8%Added