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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, Q2 2024

Institutional positions in Lyell Immunopharma, Inc. as of Jun 30, 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
120
−5 vs. Q1 2024
Shares held
133.6M
+972.0K (+0.7%) vs. Q1 2024
Total value
$194.2M
−$102.1M (−34.4%) vs. Q1 2024
New holders
16
34 more added
Sold out
21
45 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 120 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 heldQ2 2024: $194.2M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q1 2024.

Institutions holding LYEL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$29.2M31.93%00.0%Unchanged
Orland Properties Ltd15,093,969$21.9M16.63%00.0%Unchanged
BlackRock Inc.13,495,132$19.6M0.00%−397,495−2.9%Reduced
Vanguard Group Inc13,398,298$19.4M0.00%+9,873+0.1%Added
Foresite Capital Management IV, LLC8,325,000$12.1M8.11%00.0%Unchanged
Price T Rowe Associates Inc7,872,369$11.4M0.00%+1,140,892+16.9%Added
WuXi AppTec Co., Ltd.7,682,156$11.1M47.74%−498,522−6.1%Reduced
OrbiMed Advisors LLC6,405,098$9.29M0.20%+6,205,598+3,110.6%Added
Alphabet Inc.5,865,125$8.50M0.43%00.0%Unchanged
Geode Capital Management, LLC4,012,053$5.82M0.00%−4,968−0.1%Reduced
State Street Corp3,818,320$5.54M0.00%+100,357+2.7%Added
SC China Holding Ltd3,045,997$5.00M0.18%00.0%Unchanged
FMR LLC2,733,462$3.96M0.00%−35,800−1.3%Reduced
MIC Capital Management UK LLP1,740,569$2.52M0.55%00.0%Unchanged
Opaleye Management Inc.1,670,000$2.42M0.55%−1,685,000−50.2%Reduced
Northern Trust Corp1,389,041$2.01M0.00%−52,929−3.7%Reduced
Charles Schwab Investment Management Inc1,297,642$1.88M0.00%+18,230+1.4%Added
TD Asset Management Inc1,004,642$1.46M0.00%+40,800+4.2%Added
Balyasny Asset Management LLC985,336$1.43M0.00%+748,582+316.2%Added
Nuveen Asset Management, LLC843,257$1.22M0.00%−8,798−1.0%Reduced
Millennium Management LLC809,560$1.17M0.00%−1,227,112−60.3%Reduced
Bank of New York Mellon Corp671,966$974.4K0.00%+38,487+6.1%Added
Canada Pension Plan Investment Board588,235$852.9K0.00%00.0%Unchanged
Massachusetts Financial Services Co577,319$837.1K0.00%−963,521−62.5%Reduced
Manufacturers Life Insurance Company, The553,163$802.1K0.00%+69,712+14.4%Added
Ikarian Capital, LLC526,066$762.8K0.24%+526,066New
Baillie Gifford & Co519,998$754.0K0.00%−136,159−20.8%Reduced
Morgan Stanley450,760$653.6K0.00%−94,607−17.3%Reduced
Invesco Ltd.406,865$590.0K0.00%−2,541−0.6%Reduced
D. E. Shaw & Co., Inc.400,853$581.2K0.00%+27,247+7.3%Added
Clarius Group, LLC399,168$578.8K0.04%00.0%Unchanged
Two Sigma Investments, LP398,182$577.4K0.00%−30,408−7.1%Reduced
Wellington Management Group LLP367,677$533.1K0.00%+367,677New
Goldman Sachs Group Inc349,017$506.1K0.00%−76,658−18.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.312,406$453.0K0.00%+312,406New
American Century Companies Inc279,425$405.2K0.00%+42,752+18.1%Added
Citadel Advisors LLC275,721$399.8K0.00%−510,623−64.9%Reduced
Rhumbline Advisers260,742$378.1K0.00%−17,429−6.3%Reduced
Swiss National Bank247,400$358.7K0.00%00.0%Unchanged
Alliancebernstein L.P.220,790$320.1K0.00%+45,960+26.3%Added
UBS Asset Management Americas Inc192,609$279.3K0.00%+159,609+483.7%Added
EntryPoint Capital, LLC185,740$269.3K0.13%+159,013+595.0%Added
Jane Street Group, LLC175,800$254.9K0.00%−11,445−6.1%Reduced
BBR Partners, LLC164,041$237.9K0.02%00.0%Unchanged
Renaissance Technologies LLC152,300$220.8K0.00%−271,200−64.0%Reduced
Prudential Financial Inc144,957$210.2K0.00%+49,000+51.1%Added
Two Sigma Advisers, LP143,300$207.8K0.00%+36,200+33.8%Added
Bank of America Corp142,868$207.2K0.00%−76,613−34.9%Reduced
Boothbay Fund Management, LLC139,880$202.8K0.01%+139,880New
Susquehanna Fundamental Investments, LLC128,203$185.9K0.00%+42,452+49.5%Added
California State Teachers Retirement System126,879$184.0K0.00%−3,702−2.8%Reduced
Tudor Investment Corp Et Al124,320$180.3K0.00%+38,328+44.6%Added
Legal & General Group Plc116,397$167.6K0.00%−7,130−5.8%Reduced
Mariner, LLC99,308$144.0K0.00%−6,234−5.9%Reduced
Franklin Resources Inc98,652$143.0K0.00%+15,437+18.6%Added
Exchange Traded Concepts, LLC98,335$142.6K0.00%−30,595−23.7%Reduced
JPMorgan Chase & Co97,143$140.9K0.00%−557,479−85.2%Reduced
Cornercap Investment Counsel Inc96,288$139.6K0.02%−838−0.9%Reduced
State of Wisconsin Investment Board90,160$130.7K0.00%−2,404−2.6%Reduced
Corebridge Financial, Inc.86,454$125.4K0.00%+86,454New
MetLife Investment Management85,462$123.9K0.00%−5,632−6.2%Reduced
UBS Group AG84,813$123.0K0.00%−114,365−57.4%Reduced
Wells Fargo & Company70,607$102.4K0.00%+9,364+15.3%Added
XTX Topco Ltd70,174$101.8K0.01%−40,545−36.6%Reduced
Janus Henderson Group PLC68,500$98.3K0.00%−596−0.9%Reduced
Voya Investment Management LLC58,585$84.9K0.00%00.0%Unchanged
Deutsche Bank AG58,320$84.6K0.00%−14,198−19.6%Reduced
Barclays PLC58,300$84.5K0.00%−88,241−60.2%Reduced
Erste Asset Management GmbH54,000$74.5K0.00%00.0%Unchanged
New York State Common Retirement Fund51,263$74.3K0.00%+1,228+2.5%Added
State Board of Administration of Florida Retirement System49,523$71.8K0.00%+17,270+53.5%Added
Citigroup Inc49,347$71.6K0.00%+1,660+3.5%Added
Mercer Global Advisors Inc40,397$58.6K0.00%−2,395−5.6%Reduced
Dimensional Fund Advisors LP40,098$58.1K0.00%+26,635+197.8%Added
ProShare Advisors LLC38,982$56.5K0.00%−10,004−20.4%Reduced
Arizona State Retirement System35,567$51.6K0.00%+957+2.8%Added
Virtus ETF Advisers LLC34,952$50.7K0.02%−7,940−18.5%Reduced
SG Americas Securities, LLC32,319$47.0K0.00%−35,946−52.7%Reduced
Jacobs Levy Equity Management, Inc31,184$45.2K0.00%+2,600+9.1%Added
China Universal Asset Management Co., Ltd.29,951$43.4K0.01%−18,904−38.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)29,918$43.4K0.00%00.0%Unchanged
Teacher Retirement System of Texas27,897$40.0K0.00%−132−0.5%Reduced
Principal Financial Group Inc26,510$38.4K0.00%−31,744−54.5%Reduced
Jones Financial Companies LLLP26,000$37.7K0.00%+26,000New
Gsa Capital Partners LLP25,610$37.0K0.00%−8,567−25.1%Reduced
Tower Research Capital LLC (TRC)24,861$36.0K0.00%+20,847+519.4%Added
Vista Wealth Management Group, LLC20,869$30.3K0.00%00.0%Unchanged
Woodline Partners LP20,740$30.1K0.00%00.0%Unchanged
JustInvest LLC18,682$27.1K0.00%+2,303+14.1%Added
Simplicity Wealth,LLC18,412$26.7K0.00%−7,430−28.8%Reduced
Bleakley Financial Group, LLC18,412$26.7K0.00%−7,430−28.8%Reduced
Aigen Investment Management, LP17,908$26.0K0.01%+17,908New
HSBC Holdings PLC18,319$25.3K0.00%+398+2.2%Added
Ameritas Investment Partners, Inc.17,114$24.8K0.00%00.0%Unchanged
Victory Capital Management Inc15,296$22.2K0.00%−48−0.3%Reduced
Royal Bank of Canada15,115$22.0K0.00%+11,099+276.4%Added
Omers Administration Corp14,200$20.6K0.00%+14,200New
Algert Global LLC12,759$18.5K0.00%+12,759New
Fortis Capital Management LLC12,092$17.5K0.00%00.0%Unchanged
Federated Hermes, Inc.11,688$16.9K0.00%+986+9.2%Added