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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
TD Asset Management Inc916,232$1.78M0.00%00.0%Unchanged
Charles Schwab Investment Management Inc1,266,863$2.46M0.00%+16,152+1.3%Added
Massachusetts Financial Services Co1,354,678$2.63M0.00%−8,512−0.6%Reduced
Northern Trust Corp1,475,509$2.86M0.00%−7,669−0.5%Reduced
Bank of America Corp1,660,589$3.22M0.00%+932,492+128.1%Added
MIC Capital Management UK LLP1,740,569$3.38M0.66%00.0%Unchanged
FMR LLC2,788,727$5.41M0.00%−58,699−2.1%Reduced
SC China Holding Ltd3,045,997$6.40M0.74%00.0%Unchanged
Citadel Advisors LLC3,477,228$6.75M0.01%+2,730,085+365.4%Added
State Street Corp3,539,086$6.87M0.00%−3,271,342−48.0%Reduced
Geode Capital Management, LLC3,937,350$7.64M0.00%+280,867+7.7%Added
Alphabet Inc.5,865,125$11.4M0.53%00.0%Unchanged
Price T Rowe Associates Inc6,638,883$12.9M0.00%−47,314−0.7%Reduced
WuXi AppTec Co., Ltd.8,180,678$15.9M41.15%+8,180,678New
Foresite Capital Management IV, LLC8,325,000$16.2M8.16%−459,813−5.2%Reduced
Vanguard Group Inc13,604,027$26.4M0.00%−3,305,693−19.5%Reduced
BlackRock Inc.14,302,220$27.7M0.00%+881,978+6.6%Added
Orland Properties Ltd15,093,969$29.3M14.30%00.0%Unchanged
MWG Management Limited20,162,332$39.1M32.90%00.0%Unchanged
Rafferty Asset Management, LLC0$00.00%−424,886−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−325,359−100.0%Sold out
Profund Advisors LLC0$00.00%−73,442−100.0%Sold out
Ameriprise Financial Inc0$00.00%−44,942−100.0%Sold out
Verition Fund Management LLC0$00.00%−35,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−34,540−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−27,203−100.0%Sold out
E Fund Management Co., Ltd.0$00.00%−21,829−100.0%Sold out
Centiva Capital, LP0$00.00%−19,466−100.0%Sold out
GTS Securities LLC0$00.00%−15,092−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−12,393−100.0%Sold out
US Bancorp0$00.00%−2,361−100.0%Sold out
Simplex Trading, LLC0$00.00%−553−100.0%Sold out