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 |
|---|---|---|---|---|---|
| Morgan Stanley | 545,367 | $1.22M | 0.00% | −2,230−0.4% | Reduced |
| Canada Pension Plan Investment Board | 588,235 | $1.31M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 633,479 | $1.41M | 0.00% | −27,538−4.2% | Reduced |
| JPMorgan Chase & Co | 654,622 | $1.46M | 0.00% | +492,028+302.6% | Added |
| Baillie Gifford & Co | 656,157 | $1.46M | 0.00% | −34,714−5.0% | Reduced |
| Citadel Advisors LLC | 786,344 | $1.75M | 0.00% | −2,690,884−77.4% | Reduced |
| Nuveen Asset Management, LLC | 852,055 | $1.90M | 0.00% | +122,565+16.8% | Added |
| Invenomic Capital Management LP | 871,525 | $1.94M | 0.10% | +125,110+16.8% | Added |
| TD Asset Management Inc | 963,842 | $2.15M | 0.00% | +47,610+5.2% | Added |
| Charles Schwab Investment Management Inc | 1,279,412 | $2.85M | 0.00% | +12,549+1.0% | Added |
| Northern Trust Corp | 1,441,970 | $3.22M | 0.00% | −33,539−2.3% | Reduced |
| Massachusetts Financial Services Co | 1,540,840 | $3.44M | 0.00% | +186,162+13.7% | Added |
| MIC Capital Management UK LLP | 1,740,569 | $3.88M | 0.74% | 00.0% | Unchanged |
| Millennium Management LLC | 2,036,672 | $4.54M | 0.00% | +1,137,655+126.5% | Added |
| FMR LLC | 2,769,262 | $6.18M | 0.00% | −19,465−0.7% | Reduced |
| SC China Holding Ltd | 3,045,997 | $7.43M | 0.69% | 00.0% | Unchanged |
| Opaleye Management Inc. | 3,355,000 | $7.48M | 1.63% | +3,355,000 | New |
| State Street Corp | 3,717,963 | $8.29M | 0.00% | +178,877+5.1% | Added |
| Geode Capital Management, LLC | 4,017,021 | $8.96M | 0.00% | +79,671+2.0% | Added |
| Alphabet Inc. | 5,865,125 | $13.1M | 0.52% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,731,477 | $15.0M | 0.00% | +92,594+1.4% | Added |
| WuXi AppTec Co., Ltd. | 8,180,678 | $18.2M | 62.06% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 8,325,000 | $18.6M | 9.38% | 00.0% | Unchanged |
| Vanguard Group Inc | 13,388,425 | $29.9M | 0.00% | −215,602−1.6% | Reduced |
| BlackRock Inc. | 13,892,627 | $31.0M | 0.00% | −409,593−2.9% | Reduced |
| Orland Properties Ltd | 15,093,969 | $33.7M | 19.02% | 00.0% | Unchanged |
| MWG Management Limited | 20,162,332 | $45.0M | 33.29% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −496,708−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −225,506−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −82,157−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −68,861−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −54,202−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −48,775−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −26,101−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −19,739−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,268−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,182−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |