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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 843,257 | $1.22M | 0.00% | −8,798−1.0% | Reduced |
| Balyasny Asset Management LLC | 985,336 | $1.43M | 0.00% | +748,582+316.2% | Added |
| TD Asset Management Inc | 1,004,642 | $1.46M | 0.00% | +40,800+4.2% | Added |
| Charles Schwab Investment Management Inc | 1,297,642 | $1.88M | 0.00% | +18,230+1.4% | Added |
| Northern Trust Corp | 1,389,041 | $2.01M | 0.00% | −52,929−3.7% | Reduced |
| Opaleye Management Inc. | 1,670,000 | $2.42M | 0.55% | −1,685,000−50.2% | Reduced |
| MIC Capital Management UK LLP | 1,740,569 | $2.52M | 0.55% | 00.0% | Unchanged |
| FMR LLC | 2,733,462 | $3.96M | 0.00% | −35,800−1.3% | Reduced |
| SC China Holding Ltd | 3,045,997 | $5.00M | 0.18% | 00.0% | Unchanged |
| State Street Corp | 3,818,320 | $5.54M | 0.00% | +100,357+2.7% | Added |
| Geode Capital Management, LLC | 4,012,053 | $5.82M | 0.00% | −4,968−0.1% | Reduced |
| Alphabet Inc. | 5,865,125 | $8.50M | 0.43% | 00.0% | Unchanged |
| OrbiMed Advisors LLC | 6,405,098 | $9.29M | 0.20% | +6,205,598+3,110.6% | Added |
| WuXi AppTec Co., Ltd. | 7,682,156 | $11.1M | 47.74% | −498,522−6.1% | Reduced |
| Price T Rowe Associates Inc | 7,872,369 | $11.4M | 0.00% | +1,140,892+16.9% | Added |
| Foresite Capital Management IV, LLC | 8,325,000 | $12.1M | 8.11% | 00.0% | Unchanged |
| Vanguard Group Inc | 13,398,298 | $19.4M | 0.00% | +9,873+0.1% | Added |
| BlackRock Inc. | 13,495,132 | $19.6M | 0.00% | −397,495−2.9% | Reduced |
| Orland Properties Ltd | 15,093,969 | $21.9M | 16.63% | 00.0% | Unchanged |
| MWG Management Limited | 20,162,332 | $29.2M | 31.93% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −871,525−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −282,579−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −245,083−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −183,805−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −174,657−100.0% | Sold out |
| Vestal Point Capital, LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −123,002−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −85,524−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −77,952−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −73,704−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −47,300−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −44,244−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −42,858−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −38,128−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,756−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −25,304−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −21,776−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −14,127−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,619−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |