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, Q1 2024
Institutional positions in Lyell Immunopharma, Inc. as of Mar 31, 2024. 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
- 127
- +9 vs. Q4 2023
- Shares held
- 132.8M
- +1.57M (+1.2%) vs. Q4 2023
- Total value
- $296.8M
- +$41.6M (+16.3%) vs. Q4 2023
- New holders
- 23
- 36 more added
- Sold out
- 14
- 45 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 87 | $178.0M |
| Q1 2026 | 74 | $251.1M |
| Q4 2025 | 69 | $371.9M |
| Q3 2025 | 59 | $164.9M |
| Q2 2025 | 69 | $81.9M |
| Q1 2025 | 112 | $81.8M |
| Q4 2024 | 105 | $95.9M |
| Q3 2024 | 117 | $176.6M |
| Q2 2024 | 120 | $194.2M |
| Q1 2024 | 127 | $296.8M |
| Q4 2023 | 119 | $255.2M |
| Q3 2023 | 106 | $180.1M |
| Q2 2023 | 99 | $388.7M |
| Q1 2023 | 99 | $277.9M |
| Q4 2022 | 95 | $404.8M |
| Q3 2022 | 93 | $823.5M |
| Q2 2022 | 75 | $688.6M |
| Q1 2022 | 79 | $502.7M |
| Q4 2021 | 77 | $662.2M |
| Q3 2021 | 62 | $1.22B |
| Q2 2021 | 52 | $1.29B |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MWG Management Limited | 20,162,332 | $45.0M | 33.29% | 00.0% | Unchanged |
| Orland Properties Ltd | 15,093,969 | $33.7M | 19.02% | 00.0% | Unchanged |
| BlackRock Inc. | 13,892,627 | $31.0M | 0.00% | −409,593−2.9% | Reduced |
| Vanguard Group Inc | 13,388,425 | $29.9M | 0.00% | −215,602−1.6% | Reduced |
| Foresite Capital Management IV, LLC | 8,325,000 | $18.6M | 9.38% | 00.0% | Unchanged |
| WuXi AppTec Co., Ltd. | 8,180,678 | $18.2M | 62.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,731,477 | $15.0M | 0.00% | +92,594+1.4% | Added |
| Alphabet Inc. | 5,865,125 | $13.1M | 0.52% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 4,017,021 | $8.96M | 0.00% | +79,671+2.0% | Added |
| State Street Corp | 3,717,963 | $8.29M | 0.00% | +178,877+5.1% | Added |
| Opaleye Management Inc. | 3,355,000 | $7.48M | 1.63% | +3,355,000 | New |
| SC China Holding Ltd | 3,045,997 | $7.43M | 0.69% | 00.0% | Unchanged |
| FMR LLC | 2,769,262 | $6.18M | 0.00% | −19,465−0.7% | Reduced |
| Millennium Management LLC | 2,036,672 | $4.54M | 0.00% | +1,137,655+126.5% | Added |
| MIC Capital Management UK LLP | 1,740,569 | $3.88M | 0.74% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 1,540,840 | $3.44M | 0.00% | +186,162+13.7% | Added |
| Northern Trust Corp | 1,441,970 | $3.22M | 0.00% | −33,539−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,279,412 | $2.85M | 0.00% | +12,549+1.0% | Added |
| TD Asset Management Inc | 963,842 | $2.15M | 0.00% | +47,610+5.2% | Added |
| Invenomic Capital Management LP | 871,525 | $1.94M | 0.10% | +125,110+16.8% | Added |
| Nuveen Asset Management, LLC | 852,055 | $1.90M | 0.00% | +122,565+16.8% | Added |
| Citadel Advisors LLC | 786,344 | $1.75M | 0.00% | −2,690,884−77.4% | Reduced |
| Baillie Gifford & Co | 656,157 | $1.46M | 0.00% | −34,714−5.0% | Reduced |
| JPMorgan Chase & Co | 654,622 | $1.46M | 0.00% | +492,028+302.6% | Added |
| Bank of New York Mellon Corp | 633,479 | $1.41M | 0.00% | −27,538−4.2% | Reduced |
| Canada Pension Plan Investment Board | 588,235 | $1.31M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 545,367 | $1.22M | 0.00% | −2,230−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 483,451 | $1.08M | 0.00% | +19,126+4.1% | Added |
| Two Sigma Investments, LP | 428,590 | $955.8K | 0.00% | +187,104+77.5% | Added |
| Goldman Sachs Group Inc | 425,675 | $949.3K | 0.00% | −202,020−32.2% | Reduced |
| Renaissance Technologies LLC | 423,500 | $944.0K | 0.00% | +351,000+484.1% | Added |
| Invesco Ltd. | 409,406 | $913.0K | 0.00% | +98,297+31.6% | Added |
| Clarius Group, LLC | 399,168 | $890.1K | 0.06% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 373,606 | $833.1K | 0.00% | +373,606 | New |
| Susquehanna International Group, LLP | 282,579 | $630.2K | 0.00% | −196,802−41.1% | Reduced |
| Rhumbline Advisers | 278,171 | $620.3K | 0.00% | +7,286+2.7% | Added |
| Swiss National Bank | 247,400 | $551.7K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 245,083 | $547.0K | 0.01% | +194,177+381.4% | Added |
| Balyasny Asset Management LLC | 236,754 | $528.0K | 0.00% | +236,754 | New |
| American Century Companies Inc | 236,673 | $527.8K | 0.00% | +91,228+62.7% | Added |
| Bank of America Corp | 219,481 | $489.4K | 0.00% | −1,441,108−86.8% | Reduced |
| OrbiMed Advisors LLC | 199,500 | $444.9K | 0.01% | +199,500 | New |
| UBS Group AG | 199,178 | $444.2K | 0.00% | −19,662−9.0% | Reduced |
| Jane Street Group, LLC | 187,245 | $417.6K | 0.00% | −116,824−38.4% | Reduced |
| New York Life Investment Management LLC | 183,805 | $409.9K | 0.00% | +36,338+24.6% | Added |
| Alliancebernstein L.P. | 174,830 | $389.9K | 0.00% | −9,420−5.1% | Reduced |
| Caxton Associates LP | 174,657 | $389.5K | 0.03% | +136,611+359.1% | Added |
| BBR Partners, LLC | 164,041 | $365.8K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 146,541 | $326.8K | 0.00% | −116,529−44.3% | Reduced |
| California State Teachers Retirement System | 130,581 | $291.2K | 0.00% | −9,544−6.8% | Reduced |
| Vestal Point Capital, LP | 130,000 | $289.9K | 0.02% | +130,000 | New |
| Exchange Traded Concepts, LLC | 128,930 | $287.5K | 0.01% | +45,974+55.4% | Added |
| Legal & General Group Plc | 123,527 | $275.5K | 0.00% | +2,362+1.9% | Added |
| Credit Suisse AG | 123,256 | $274.9K | 0.00% | +7,036+6.1% | Added |
| Lighthouse Investment Partners, LLC | 123,002 | $274.3K | 0.02% | +123,002 | New |
| XTX Topco Ltd | 110,719 | $246.9K | 0.03% | −44,674−28.7% | Reduced |
| Two Sigma Advisers, LP | 107,100 | $238.8K | 0.00% | +91,700+595.5% | Added |
| Mariner, LLC | 105,542 | $235.4K | 0.00% | −9,362−8.1% | Reduced |
| Cornercap Investment Counsel Inc | 97,126 | $216.6K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 95,957 | $214.0K | 0.00% | +43,900+84.3% | Added |
| State of Wisconsin Investment Board | 92,564 | $206.4K | 0.00% | −11,011−10.6% | Reduced |
| MetLife Investment Management | 91,094 | $203.1K | 0.00% | −1,007−1.1% | Reduced |
| Tudor Investment Corp Et Al | 85,992 | $191.8K | 0.00% | +85,992 | New |
| Susquehanna Fundamental Investments, LLC | 85,751 | $191.2K | 0.01% | +85,751 | New |
| American International Group, Inc. | 85,524 | $190.7K | 0.00% | −735−0.9% | Reduced |
| Shell Asset Management Co | 130,727 | $190.0K | 0.01% | −13,264−9.2% | Reduced |
| Franklin Resources Inc | 83,215 | $185.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 77,952 | $173.0K | 0.00% | +77,952 | New |
| Squarepoint Ops LLC | 73,704 | $164.4K | 0.00% | −231,072−75.8% | Reduced |
| Deutsche Bank AG | 72,518 | $161.7K | 0.00% | +2,511+3.6% | Added |
| Janus Henderson Group PLC | 69,096 | $155.1K | 0.00% | −230.0% | Reduced |
| SG Americas Securities, LLC | 68,265 | $152.0K | 0.00% | −30,956−31.2% | Reduced |
| Wells Fargo & Company | 61,243 | $136.6K | 0.00% | +7,870+14.7% | Added |
| Voya Investment Management LLC | 58,585 | $130.6K | 0.00% | −14,623−20.0% | Reduced |
| Principal Financial Group Inc | 58,254 | $129.9K | 0.00% | −4,661−7.4% | Reduced |
| New York State Common Retirement Fund | 50,035 | $111.6K | 0.00% | −1,245−2.4% | Reduced |
| Erste Asset Management GmbH | 54,000 | $110.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 48,986 | $109.2K | 0.00% | +4,170+9.3% | Added |
| China Universal Asset Management Co., Ltd. | 48,855 | $108.9K | 0.01% | +19,718+67.7% | Added |
| Citigroup Inc | 47,687 | $106.3K | 0.00% | −28,055−37.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 47,300 | $105.5K | 0.03% | +47,300 | New |
| AQR Capital Management LLC | 44,244 | $98.7K | 0.00% | +14,000+46.3% | Added |
| Virtus ETF Advisers LLC | 42,892 | $95.6K | 0.05% | −2,940−6.4% | Reduced |
| State of Wyoming | 42,858 | $95.6K | 0.02% | +21,275+98.6% | Added |
| Mercer Global Advisors Inc | 42,792 | $95.0K | 0.00% | +42,792 | New |
| Two Sigma Securities, LLC | 38,128 | $85.0K | 0.00% | +38,128 | New |
| Arizona State Retirement System | 34,610 | $77.2K | 0.00% | −477−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 32,253 | $76.1K | 0.00% | −17,270−34.9% | Reduced |
| Gsa Capital Partners LLP | 34,177 | $76.0K | 0.01% | +34,177 | New |
| UBS Asset Management Americas Inc | 33,000 | $73.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,918 | $66.7K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 28,756 | $64.1K | 0.00% | −32,911−53.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 28,584 | $63.7K | 0.00% | +28,584 | New |
| Teacher Retirement System of Texas | 28,029 | $63.0K | 0.00% | −989−3.4% | Reduced |
| EntryPoint Capital, LLC | 26,727 | $59.6K | 0.05% | −38,906−59.3% | Reduced |
| Bleakley Financial Group, LLC | 25,842 | $57.6K | 0.00% | −22,266−46.3% | Reduced |
| Simplicity Wealth,LLC | 25,842 | $57.6K | 0.00% | +25,842 | New |
| Prelude Capital Management, LLC | 25,304 | $56.4K | 0.00% | +7,800+44.6% | Added |
| Graham Capital Management, L.P. | 21,776 | $48.6K | 0.00% | −4,093−15.8% | Reduced |
| Vista Wealth Management Group, LLC | 20,869 | $46.5K | 0.00% | 00.0% | Unchanged |