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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, 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.

Institutional holdersQ1 2024: 127 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 heldQ1 2024: $296.8M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q4 2023.

Institutions holding LYEL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC152$00.00%+12+8.6%Added
Capital Advisors, Ltd. LLC154$00.00%00.0%Unchanged
Covestor Ltd36$00.00%−3−7.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC34$750.00%+34New
Riggs Asset Managment Co. Inc.150$3350.00%+150New
Nisa Investment Advisors, LLC279$6220.00%+126+82.4%Added
Daiwa Securities Group Inc.917$2.00K0.00%00.0%Unchanged
US Bancorp1,165$2.60K0.00%+1,165New
Russell Investments Group, Ltd.3,417$7.62K0.00%+3,417New
Tower Research Capital LLC (TRC)4,014$8.95K0.00%−29,027−87.9%Reduced
Royal Bank of Canada4,016$9.00K0.00%−47,074−92.1%Reduced
STRS Ohio5,100$11.0K0.00%−300−5.6%Reduced
Amalgamated Bank6,005$13.0K0.00%−9,286−60.7%Reduced
Metropolitan Life Insurance Co6,619$14.8K0.00%+282+4.5%Added
Point72 Asset Management, L.P.6,800$15.2K0.00%+6,800New
Lazard Asset Management LLC7,921$17.0K0.00%−4,469−36.1%Reduced
Xponance, Inc.10,670$23.8K0.00%+390+3.8%Added
Federated Hermes, Inc.10,702$23.9K0.00%−4,613−30.1%Reduced
Mackenzie Financial Corp11,205$25.0K0.00%00.0%Unchanged
Fortis Capital Management LLC12,092$27.0K0.01%+12,092New
Dimensional Fund Advisors LP13,463$30.0K0.00%00.0%Unchanged
Zacks Investment Management14,127$31.5K0.00%+14,127New
Victory Capital Management Inc15,344$34.2K0.00%−1,275−7.7%Reduced
JustInvest LLC16,379$36.5K0.00%+462+2.9%Added
Ameritas Investment Partners, Inc.17,114$38.2K0.00%00.0%Unchanged
HSBC Holdings PLC17,921$40.0K0.00%+17,921New
Woodline Partners LP20,740$46.3K0.00%00.0%Unchanged
Vista Wealth Management Group, LLC20,869$46.5K0.00%00.0%Unchanged
Graham Capital Management, L.P.21,776$48.6K0.00%−4,093−15.8%Reduced
Prelude Capital Management, LLC25,304$56.4K0.00%+7,800+44.6%Added
Bleakley Financial Group, LLC25,842$57.6K0.00%−22,266−46.3%Reduced
Simplicity Wealth,LLC25,842$57.6K0.00%+25,842New
EntryPoint Capital, LLC26,727$59.6K0.05%−38,906−59.3%Reduced
Teacher Retirement System of Texas28,029$63.0K0.00%−989−3.4%Reduced
Jacobs Levy Equity Management, Inc28,584$63.7K0.00%+28,584New
Cubist Systematic Strategies, LLC28,756$64.1K0.00%−32,911−53.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)29,918$66.7K0.00%00.0%Unchanged
UBS Asset Management Americas Inc33,000$73.6K0.00%00.0%Unchanged
Gsa Capital Partners LLP34,177$76.0K0.01%+34,177New
State Board of Administration of Florida Retirement System32,253$76.1K0.00%−17,270−34.9%Reduced
Arizona State Retirement System34,610$77.2K0.00%−477−1.4%Reduced
Two Sigma Securities, LLC38,128$85.0K0.00%+38,128New
Mercer Global Advisors Inc42,792$95.0K0.00%+42,792New
State of Wyoming42,858$95.6K0.02%+21,275+98.6%Added
Virtus ETF Advisers LLC42,892$95.6K0.05%−2,940−6.4%Reduced
AQR Capital Management LLC44,244$98.7K0.00%+14,000+46.3%Added
Catalyst Funds Management Pty Ltd47,300$105.5K0.03%+47,300New
Citigroup Inc47,687$106.3K0.00%−28,055−37.0%Reduced
China Universal Asset Management Co., Ltd.48,855$108.9K0.01%+19,718+67.7%Added
ProShare Advisors LLC48,986$109.2K0.00%+4,170+9.3%Added
Erste Asset Management GmbH54,000$110.2K0.00%00.0%Unchanged
New York State Common Retirement Fund50,035$111.6K0.00%−1,245−2.4%Reduced
Principal Financial Group Inc58,254$129.9K0.00%−4,661−7.4%Reduced
Voya Investment Management LLC58,585$130.6K0.00%−14,623−20.0%Reduced
Wells Fargo & Company61,243$136.6K0.00%+7,870+14.7%Added
SG Americas Securities, LLC68,265$152.0K0.00%−30,956−31.2%Reduced
Janus Henderson Group PLC69,096$155.1K0.00%−230.0%Reduced
Deutsche Bank AG72,518$161.7K0.00%+2,511+3.6%Added
Squarepoint Ops LLC73,704$164.4K0.00%−231,072−75.8%Reduced
Acadian Asset Management LLC77,952$173.0K0.00%+77,952New
Franklin Resources Inc83,215$185.6K0.00%00.0%Unchanged
Shell Asset Management Co130,727$190.0K0.01%−13,264−9.2%Reduced
American International Group, Inc.85,524$190.7K0.00%−735−0.9%Reduced
Susquehanna Fundamental Investments, LLC85,751$191.2K0.01%+85,751New
Tudor Investment Corp Et Al85,992$191.8K0.00%+85,992New
MetLife Investment Management91,094$203.1K0.00%−1,007−1.1%Reduced
State of Wisconsin Investment Board92,564$206.4K0.00%−11,011−10.6%Reduced
Prudential Financial Inc95,957$214.0K0.00%+43,900+84.3%Added
Cornercap Investment Counsel Inc97,126$216.6K0.03%00.0%Unchanged
Mariner, LLC105,542$235.4K0.00%−9,362−8.1%Reduced
Two Sigma Advisers, LP107,100$238.8K0.00%+91,700+595.5%Added
XTX Topco Ltd110,719$246.9K0.03%−44,674−28.7%Reduced
Lighthouse Investment Partners, LLC123,002$274.3K0.02%+123,002New
Credit Suisse AG123,256$274.9K0.00%+7,036+6.1%Added
Legal & General Group Plc123,527$275.5K0.00%+2,362+1.9%Added
Exchange Traded Concepts, LLC128,930$287.5K0.01%+45,974+55.4%Added
Vestal Point Capital, LP130,000$289.9K0.02%+130,000New
California State Teachers Retirement System130,581$291.2K0.00%−9,544−6.8%Reduced
Barclays PLC146,541$326.8K0.00%−116,529−44.3%Reduced
BBR Partners, LLC164,041$365.8K0.03%00.0%Unchanged
Caxton Associates LP174,657$389.5K0.03%+136,611+359.1%Added
Alliancebernstein L.P.174,830$389.9K0.00%−9,420−5.1%Reduced
New York Life Investment Management LLC183,805$409.9K0.00%+36,338+24.6%Added
Jane Street Group, LLC187,245$417.6K0.00%−116,824−38.4%Reduced
UBS Group AG199,178$444.2K0.00%−19,662−9.0%Reduced
OrbiMed Advisors LLC199,500$444.9K0.01%+199,500New
Bank of America Corp219,481$489.4K0.00%−1,441,108−86.8%Reduced
American Century Companies Inc236,673$527.8K0.00%+91,228+62.7%Added
Balyasny Asset Management LLC236,754$528.0K0.00%+236,754New
ExodusPoint Capital Management, LP245,083$547.0K0.01%+194,177+381.4%Added
Swiss National Bank247,400$551.7K0.00%00.0%Unchanged
Rhumbline Advisers278,171$620.3K0.00%+7,286+2.7%Added
Susquehanna International Group, LLP282,579$630.2K0.00%−196,802−41.1%Reduced
D. E. Shaw & Co., Inc.373,606$833.1K0.00%+373,606New
Clarius Group, LLC399,168$890.1K0.06%00.0%Unchanged
Invesco Ltd.409,406$913.0K0.00%+98,297+31.6%Added
Renaissance Technologies LLC423,500$944.0K0.00%+351,000+484.1%Added
Goldman Sachs Group Inc425,675$949.3K0.00%−202,020−32.2%Reduced
Two Sigma Investments, LP428,590$955.8K0.00%+187,104+77.5%Added
Manufacturers Life Insurance Company, The483,451$1.08M0.00%+19,126+4.1%Added