Skip to main content

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, Q4 2024

Institutional positions in Lyell Immunopharma, Inc. as of Dec 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
105
−11 vs. Q3 2024
Shares held
150.3M
+29.3M (+24.2%) vs. Q3 2024
Total value
$95.9M
−$70.5M (−42.4%) vs. Q3 2024
New holders
21
33 more added
Sold out
32
25 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 105 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 heldQ4 2024: $95.9M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q3 2024.

Institutions holding LYEL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MWG Management Limited20,162,332$12.9M17.35%00.0%Unchanged
Orland Properties Ltd15,093,969$9.66M14.08%00.0%Unchanged
BlackRock, Inc.13,265,869$8.49M0.00%−481,215−3.5%Reduced
Decheng Capital LLC11,909,341$7.62M1.63%+11,909,341New
Vanguard Group Inc9,766,083$6.25M0.00%−305,399−3.0%Reduced
Foresite Capital Management IV, LLC8,325,000$5.33M4.90%00.0%Unchanged
Foresite Capital Management V, LLC8,133,047$5.21M4.33%+8,133,047New
venBio Partners LLC7,102,190$4.55M2.66%+7,102,190New
Price T Rowe Associates Inc6,910,749$4.42M0.00%−441,528−6.0%Reduced
Alphabet Inc.5,865,125$3.75M0.22%00.0%Unchanged
Geode Capital Management, LLC4,137,264$2.65M0.00%+117,303+2.9%Added
State Street Corp3,748,673$2.40M0.00%−140,880−3.6%Reduced
Citadel Advisors LLC3,754,745$2.32M0.00%+3,752,968+211,196.8%Added
OrbiMed Advisors LLC3,103,623$1.99M0.04%−2,982,378−49.0%Reduced
SC China Holding Ltd3,045,997$1.74M0.07%00.0%Unchanged
MIC Capital Management UK LLP1,740,569$1.11M0.16%00.0%Unchanged
Charles Schwab Investment Management Inc1,645,787$1.05M0.00%+498,417+43.4%Added
Renaissance Technologies LLC1,612,146$1.03M0.00%+1,414,746+716.7%Added
Jacobs Levy Equity Management, Inc1,385,301$886.6K0.00%+1,385,301New
Northern Trust Corp1,310,224$838.5K0.00%−45,853−3.4%Reduced
Ikarian Capital, LLC1,276,037$816.7K0.23%+749,971+142.6%Added
Morgan Stanley1,214,287$777.1K0.00%−513,621−29.7%Reduced
Almitas Capital LLC1,050,520$672.3K0.15%+1,050,520New
TD Asset Management Inc1,004,642$643.0K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.966,265$618.4K0.00%+493,639+104.4%Added
Millennium Management LLC957,507$612.8K0.00%+247,440+34.8%Added
UBS Group AG864,287$553.1K0.00%+755,574+695.0%Added
Johnson & Johnson823,317$526.9K0.14%+823,317New
Takeda Pharmaceutical Co Ltd823,317$526.9K1.98%+823,317New
Nuveen Asset Management, LLC641,173$410.4K0.00%−215,314−25.1%Reduced
Goldman Sachs Group Inc627,321$401.5K0.00%−205,002−24.6%Reduced
Canada Pension Plan Investment Board588,235$376.5K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The551,851$353.2K0.00%−705−0.1%Reduced
Bank of New York Mellon Corp525,782$336.5K0.00%00.0%Unchanged
JPMorgan Chase & Co433,265$277.3K0.00%+336,516+347.8%Added
Invesco Ltd.407,205$260.6K0.00%+1,256+0.3%Added
Boothbay Fund Management, LLC406,234$260.0K0.01%+266,354+190.4%Added
Clarius Group, LLC399,168$255.5K0.02%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.308,551$197.5K0.00%+36,555+13.4%Added
Two Sigma Advisers, LP306,400$196.1K0.00%+180,700+143.8%Added
Rhumbline Advisers281,129$179.9K0.00%+7,358+2.7%Added
Barclays PLC258,380$165.4K0.00%+17,765+7.4%Added
BNP Paribas Arbitrage, SA253,669$162.3K0.00%+253,669New
Jane Street Group, LLC239,439$153.2K0.00%−48,278−16.8%Reduced
Alliancebernstein L.P.220,790$141.3K0.00%00.0%Unchanged
Acadian Asset Management LLC217,285$139.0K0.00%+217,285New
Two Sigma Investments, LP204,501$130.9K0.00%−37,335−15.4%Reduced
Susquehanna International Group, LLP184,144$117.9K0.00%+64,832+54.3%Added
BBR Partners, LLC164,041$105.0K0.01%00.0%Unchanged
Bank of America Corp162,302$103.9K0.00%−6,454−3.8%Reduced
Exchange Traded Concepts, LLC135,050$86.4K0.00%00.0%Unchanged
Citigroup Inc131,877$84.4K0.00%+2,574+2.0%Added
Tudor Investment Corp Et Al124,320$79.6K0.00%00.0%Unchanged
SG Americas Securities, LLC116,748$75.0K0.00%+59,182+102.8%Added
Public Employees Retirement System of Ohio99,307$63.6K0.00%+99,307New
Wells Fargo & Company94,320$60.4K0.00%+20,542+27.8%Added
Deutsche Bank AG82,441$52.8K0.00%00.0%Unchanged
Corebridge Financial, Inc.79,894$51.1K0.00%−6,030−7.0%Reduced
Intech Investment Management LLC69,220$44.3K0.00%+31,725+84.6%Added
Rpo LLC66,378$42.5K0.06%+66,378New
China Universal Asset Management Co., Ltd.59,205$37.9K0.00%+9,967+20.2%Added
ProShare Advisors LLC58,482$37.4K0.00%+12,988+28.5%Added
SEI Investments Co55,900$35.8K0.00%00.0%Unchanged
Voya Investment Management LLC52,935$33.9K0.00%−2,604−4.7%Reduced
Graham Capital Management, L.P.52,136$33.4K0.00%+52,136New
New York State Common Retirement Fund51,263$32.8K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System49,523$31.7K0.00%00.0%Unchanged
Prudential Financial Inc48,057$30.8K0.00%−96,900−66.8%Reduced
Jones Financial Companies LLLP40,000$25.6K0.00%+10,000+33.3%Added
Ameriprise Financial Inc37,489$24.0K0.00%+37,489New
Police & Firemen's Retirement System of New Jersey35,001$22.4K0.00%+35,001New
AE Wealth Management LLC25,000$16.0K0.00%+25,000New
Royal Bank of Canada23,539$15.0K0.00%+6,833+40.9%Added
JustInvest LLC22,377$14.3K0.00%+22,377New
AQR Capital Management LLC19,952$12.8K0.00%−97,173−83.0%Reduced
Tower Research Capital LLC (TRC)19,490$12.5K0.00%+11,233+136.0%Added
HSBC Holdings PLC18,843$11.9K0.00%+7,230+62.3%Added
Victory Capital Management Inc17,845$11.4K0.00%+3,442+23.9%Added
Ameritas Investment Partners, Inc.17,114$11.0K0.00%00.0%Unchanged
Jefferies Financial Group Inc.16,316$10.4K0.00%+16,316New
FMR LLC16,095$10.3K0.00%−1,008,488−98.4%Reduced
CIBC World Markets Corp15,039$9.63K0.00%+15,039New
Legal & General Group Plc15,005$9.60K0.00%−101,392−87.1%Reduced
Dimensional Fund Advisors LP13,463$8.62K0.00%−3,138−18.9%Reduced
Vista Wealth Management Group, LLC13,043$8.35K0.00%−7,826−37.5%Reduced
Shell Asset Management Co12,810$8.00K0.00%−115,175−90.0%Reduced
Fortis Capital Management LLC12,092$7.74K0.00%00.0%Unchanged
California State Teachers Retirement System11,644$7.45K0.00%−110,849−90.5%Reduced
Mackenzie Financial Corp11,205$7.17K0.00%00.0%Unchanged
Eagle Bay Advisors LLC11,200$7.17K0.00%+11,200New
Xponance, Inc.10,998$7.04K0.00%+948+9.4%Added
Principal Financial Group Inc10,997$7.04K0.00%−216−1.9%Reduced
Mirae Asset Global Investments Co., Ltd.9,305$6.05K0.00%+46+0.5%Added
Amalgamated Bank6,005$4.00K0.00%00.0%Unchanged
Sterling Capital Management LLC5,458$3.49K0.00%+4,948+970.2%Added
STRS Ohio5,100$3.26K0.00%00.0%Unchanged
CWM, LLC2,487$2.00K0.00%−677−21.4%Reduced
Group One Trading, L.P.2,000$1.28K0.00%+1,900+1,900.0%Added
MAI Capital Management2,000$1.28K0.00%+2,000New
Daiwa Securities Group Inc.917$1.00K0.00%00.0%Unchanged