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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, 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
Vanguard Group Inc9,766,083$6.25M0.00%−305,399−3.0%Reduced
Decheng Capital LLC11,909,341$7.62M1.63%+11,909,341New
BlackRock, Inc.13,265,869$8.49M0.00%−481,215−3.5%Reduced
Orland Properties Ltd15,093,969$9.66M14.08%00.0%Unchanged
MWG Management Limited20,162,332$12.9M17.35%00.0%Unchanged
Opaleye Management Inc.0$00.00%−1,395,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−1,197,576−100.0%Sold out
HRT Financial LP0$00.00%−569,016−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−354,815−100.0%Sold out
Swiss National Bank0$00.00%−247,400−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−207,996−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−195,900−100.0%Sold out
Baillie Gifford & Co0$00.00%−141,949−100.0%Sold out
Squarepoint Ops LLC0$00.00%−135,500−100.0%Sold out
Janus Henderson Group PLC0$00.00%−68,500−100.0%Sold out
Erste Asset Management GmbH0$00.00%−54,000−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−47,763−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−37,704−100.0%Sold out
Arizona State Retirement System0$00.00%−36,704−100.0%Sold out
MetLife Investment Management0$00.00%−36,287−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−35,583−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−31,965−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−29,918−100.0%Sold out
Public Employees Retirement Association of Colorado0$00.00%−23,132−100.0%Sold out
Centiva Capital, LP0$00.00%−22,160−100.0%Sold out
Aigen Investment Management, LP0$00.00%−18,972−100.0%Sold out
Paloma Partners Management Co0$00.00%−16,841−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−14,204−100.0%Sold out
Mariner, LLC0$00.00%−14,086−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−13,298−100.0%Sold out
Algert Global LLC0$00.00%−12,759−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−3,550−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−3,096−100.0%Sold out
True Wealth Design, LLC0$00.00%−313−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−267−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−171−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−95−100.0%Sold out
WuXi AppTec Co., Ltd.––––Not filed