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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, Q3 2024

Institutional positions in Lyell Immunopharma, Inc. as of Sep 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
117
−1 vs. Q2 2024
Shares held
128.4M
+8.48M (+7.1%) vs. Q2 2024
Total value
$176.6M
+$2.09M (+1.2%) vs. Q2 2024
New holders
19
31 more added
Sold out
20
33 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 117 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 heldQ3 2024: $176.6M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q2 2024.

Institutions holding LYEL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$27.8M30.81%00.0%Unchanged
Orland Properties Ltd15,093,969$20.8M13.96%00.0%Unchanged
BlackRock, Inc.13,747,084$19.0M0.00%+13,747,084New
Vanguard Group Inc10,071,482$13.9M0.00%−3,326,816−24.8%Reduced
Foresite Capital Management IV, LLC8,325,000$11.5M7.51%00.0%Unchanged
WuXi AppTec Co., Ltd.7,390,710$10.2M53.56%−291,446−3.8%Reduced
Price T Rowe Associates Inc7,352,277$10.1M0.00%−520,092−6.6%Reduced
OrbiMed Advisors LLC6,086,001$8.40M0.15%−319,097−5.0%Reduced
Alphabet Inc.5,865,125$8.09M0.44%00.0%Unchanged
Geode Capital Management, LLC4,019,961$5.55M0.00%+7,908+0.2%Added
State Street Corp3,889,553$5.37M0.00%+71,233+1.9%Added
SC China Holding Ltd3,045,997$3.41M0.13%00.0%Unchanged
MIC Capital Management UK LLP1,740,569$2.40M0.33%00.0%Unchanged
Morgan Stanley1,727,908$2.38M0.00%+1,277,148+283.3%Added
Opaleye Management Inc.1,395,000$1.93M0.32%−275,000−16.5%Reduced
Northern Trust Corp1,356,077$1.87M0.00%−32,964−2.4%Reduced
Balyasny Asset Management LLC1,197,576$1.65M0.00%+212,240+21.5%Added
Charles Schwab Investment Management Inc1,147,370$1.58M0.00%−150,272−11.6%Reduced
TD Asset Management Inc1,004,642$1.52M0.00%00.0%Unchanged
FMR LLC1,024,583$1.41M0.00%−1,708,879−62.5%Reduced
Nuveen Asset Management, LLC856,487$1.18M0.00%+13,230+1.6%Added
Goldman Sachs Group Inc832,323$1.15M0.00%+483,306+138.5%Added
Millennium Management LLC710,067$979.9K0.00%−99,493−12.3%Reduced
Canada Pension Plan Investment Board588,235$811.8K0.00%00.0%Unchanged
HRT Financial LP569,016$785.0K0.00%+569,016New
Manufacturers Life Insurance Company, The552,556$762.5K0.00%−607−0.1%Reduced
Ikarian Capital, LLC526,066$726.0K0.23%00.0%Unchanged
Bank of New York Mellon Corp525,782$725.6K0.00%−146,184−21.8%Reduced
D. E. Shaw & Co., Inc.472,626$652.2K0.00%+71,773+17.9%Added
Invesco Ltd.405,949$560.2K0.00%−916−0.2%Reduced
Clarius Group, LLC399,168$550.9K0.04%00.0%Unchanged
Gsa Capital Partners LLP354,815$490.0K0.04%+329,205+1,285.5%Added
Jane Street Group, LLC287,717$397.0K0.00%+111,917+63.7%Added
Rhumbline Advisers273,771$377.8K0.00%+13,029+5.0%Added
Mirae Asset Global ETFs Holdings Ltd.271,996$375.4K0.00%−40,410−12.9%Reduced
Swiss National Bank247,400$341.4K0.00%00.0%Unchanged
Two Sigma Investments, LP241,836$333.7K0.00%−156,346−39.3%Reduced
Barclays PLC240,615$332.0K0.00%+182,315+312.7%Added
Alliancebernstein L.P.220,790$304.7K0.00%00.0%Unchanged
EntryPoint Capital, LLC207,996$287.0K0.16%+22,256+12.0%Added
Renaissance Technologies LLC197,400$272.4K0.00%+45,100+29.6%Added
UBS Asset Management Americas Inc195,900$270.3K0.00%+3,291+1.7%Added
Bank of America Corp168,756$232.9K0.00%+25,888+18.1%Added
BBR Partners, LLC164,041$226.4K0.02%00.0%Unchanged
Prudential Financial Inc144,957$200.0K0.00%00.0%Unchanged
Baillie Gifford & Co141,949$195.9K0.00%−378,049−72.7%Reduced
Boothbay Fund Management, LLC139,880$193.0K0.01%00.0%Unchanged
Squarepoint Ops LLC135,500$187.0K0.00%+135,500New
Exchange Traded Concepts, LLC135,050$186.4K0.00%+36,715+37.3%Added
Citigroup Inc129,303$178.4K0.00%+79,956+162.0%Added
Shell Asset Management Co127,985$177.0K0.01%+127,985New
Two Sigma Advisers, LP125,700$173.5K0.00%−17,600−12.3%Reduced
Tudor Investment Corp Et Al124,320$171.6K0.00%00.0%Unchanged
California State Teachers Retirement System122,493$169.0K0.00%−4,386−3.5%Reduced
Susquehanna International Group, LLP119,312$164.7K0.00%+119,312New
AQR Capital Management LLC117,125$161.6K0.00%+117,125New
Legal & General Group Plc116,397$160.2K0.00%00.0%Unchanged
UBS Group AG108,713$150.0K0.00%+23,900+28.2%Added
JPMorgan Chase & Co96,749$133.5K0.00%−394−0.4%Reduced
Corebridge Financial, Inc.85,924$118.6K0.00%−530−0.6%Reduced
Deutsche Bank AG82,441$113.8K0.00%+24,121+41.4%Added
Wells Fargo & Company73,778$101.8K0.00%+3,171+4.5%Added
Janus Henderson Group PLC68,500$94.2K0.00%00.0%Unchanged
Erste Asset Management GmbH54,000$81.5K0.00%00.0%Unchanged
SG Americas Securities, LLC57,566$79.0K0.00%+25,247+78.1%Added
SEI Investments Co55,900$77.1K0.00%+55,900New
Voya Investment Management LLC55,539$76.6K0.00%−3,046−5.2%Reduced
New York State Common Retirement Fund51,263$70.7K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System49,523$68.3K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.49,238$67.9K0.01%+19,287+64.4%Added
Cornercap Investment Counsel Inc47,763$65.9K0.02%−48,525−50.4%Reduced
ProShare Advisors LLC45,494$62.8K0.00%+6,512+16.7%Added
Point72 Asia (Singapore) Pte. Ltd.37,704$52.0K0.01%+37,704New
Intech Investment Management LLC37,495$51.7K0.00%+37,495New
Arizona State Retirement System36,704$50.7K0.00%+1,137+3.2%Added
MetLife Investment Management36,287$50.1K0.00%−49,175−57.5%Reduced
Virtus ETF Advisers LLC35,583$49.1K0.02%+631+1.8%Added
Jones Financial Companies LLLP30,000$45.3K0.00%+4,000+15.4%Added
Teacher Retirement System of Texas31,965$44.0K0.00%+4,068+14.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)29,918$41.3K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado23,132$32.0K0.00%+23,132New
Centiva Capital, LP22,160$30.6K0.00%+22,160New
Vista Wealth Management Group, LLC20,869$28.8K0.00%00.0%Unchanged
Aigen Investment Management, LP18,972$26.2K0.01%+1,064+5.9%Added
Ameritas Investment Partners, Inc.17,114$23.6K0.00%00.0%Unchanged
Paloma Partners Management Co16,841$23.2K0.00%+16,841New
Royal Bank of Canada16,706$23.0K0.00%+1,591+10.5%Added
Dimensional Fund Advisors LP16,601$22.9K0.00%−23,497−58.6%Reduced
Victory Capital Management Inc14,403$19.9K0.00%−893−5.8%Reduced
EP Wealth Advisors, LLC14,204$19.6K0.00%+14,204New
Mariner, LLC14,086$19.4K0.00%−85,222−85.8%Reduced
State of Wisconsin Investment Board13,298$18.4K0.00%−76,862−85.3%Reduced
Algert Global LLC12,759$17.6K0.00%00.0%Unchanged
Fortis Capital Management LLC12,092$16.7K0.00%00.0%Unchanged
HSBC Holdings PLC11,613$16.3K0.00%−6,706−36.6%Reduced
Principal Financial Group Inc11,213$15.5K0.00%−15,297−57.7%Reduced
Mackenzie Financial Corp11,205$15.5K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.9,259$14.0K0.00%+1,648+21.7%Added
Xponance, Inc.10,050$13.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,257$11.4K0.00%−16,604−66.8%Reduced