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, Q1 2025
Institutional positions in Lyell Immunopharma, Inc. as of Mar 31, 2025. 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
- 112
- +8 vs. Q4 2024
- Shares held
- 152.3M
- +2.70M (+1.8%) vs. Q4 2024
- Total value
- $81.8M
- −$13.7M (−14.4%) vs. Q4 2024
- New holders
- 15
- 23 more added
- Sold out
- 7
- 36 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MWG Management Limited | 20,162,332 | $10.8M | 18.48% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 16,007,999 | $8.61M | 7.75% | +7,682,999+92.3% | Added |
| Orland Properties Ltd | 15,093,969 | $8.15M | 9.84% | 00.0% | Unchanged |
| BlackRock, Inc. | 12,721,571 | $6.84M | 0.00% | −544,298−4.1% | Reduced |
| Decheng Capital LLC | 11,909,341 | $6.41M | 1.80% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,737,729 | $5.24M | 0.00% | −28,354−0.3% | Reduced |
| Foresite Capital Management V, LLC | 8,133,047 | $4.38M | 4.99% | 00.0% | Unchanged |
| venBio Partners LLC | 7,102,190 | $3.82M | 3.09% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,478,836 | $3.49M | 0.00% | −431,913−6.2% | Reduced |
| Alphabet Inc. | 5,865,125 | $3.17M | 0.20% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 4,399,139 | $2.37M | 0.00% | +261,875+6.3% | Added |
| Citadel Advisors LLC | 4,506,857 | $2.35M | 0.00% | +752,112+20.0% | Added |
| State Street Corp | 3,702,440 | $1.99M | 0.00% | −46,233−1.2% | Reduced |
| SC China Holding Ltd | 3,045,997 | $1.46M | 0.09% | 00.0% | Unchanged |
| Almitas Capital LLC | 2,482,606 | $1.34M | 0.44% | +1,432,086+136.3% | Added |
| Renaissance Technologies LLC | 1,768,500 | $951.5K | 0.00% | +156,354+9.7% | Added |
| MIC Capital Management UK LLP | 1,740,569 | $936.4K | 0.19% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,604,676 | $863.3K | 0.00% | −41,111−2.5% | Reduced |
| Northern Trust Corp | 1,295,073 | $696.8K | 0.00% | −15,151−1.2% | Reduced |
| TD Asset Management Inc | 1,004,642 | $540.5K | 0.00% | 00.0% | Unchanged |
| Ikarian Capital, LLC | 876,037 | $471.3K | 0.15% | −400,000−31.3% | Reduced |
| Morgan Stanley | 866,403 | $466.1K | 0.00% | −347,884−28.6% | Reduced |
| Johnson & Johnson | 823,317 | $442.9K | 0.13% | 00.0% | Unchanged |
| Takeda Pharmaceutical Co Ltd | 823,317 | $442.9K | 2.74% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 660,899 | $354.0K | 0.00% | +443,614+204.2% | Added |
| Nuveen, LLC | 641,173 | $345.0K | 0.00% | +641,173 | New |
| Canada Pension Plan Investment Board | 588,235 | $316.5K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 558,979 | $300.7K | 0.00% | −826,322−59.6% | Reduced |
| Bank of New York Mellon Corp | 525,782 | $282.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 513,828 | $276.4K | 0.00% | −38,023−6.9% | Reduced |
| Clarius Group, LLC | 399,168 | $214.8K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 391,200 | $210.5K | 0.00% | +84,800+27.7% | Added |
| Two Sigma Investments, LP | 387,680 | $208.6K | 0.00% | +183,179+89.6% | Added |
| Invesco Ltd. | 378,880 | $203.8K | 0.00% | −28,325−7.0% | Reduced |
| Goldman Sachs Group Inc | 358,592 | $192.9K | 0.00% | −268,729−42.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 295,647 | $159.1K | 0.00% | −12,904−4.2% | Reduced |
| Exchange Traded Concepts, LLC | 246,349 | $132.5K | 0.00% | +111,299+82.4% | Added |
| Boothbay Fund Management, LLC | 244,714 | $131.7K | 0.00% | −161,520−39.8% | Reduced |
| Rhumbline Advisers | 235,694 | $126.8K | 0.00% | −45,435−16.2% | Reduced |
| Susquehanna International Group, LLP | 234,944 | $126.4K | 0.00% | +50,800+27.6% | Added |
| Alliancebernstein L.P. | 220,790 | $118.8K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 198,324 | $106.7K | 0.00% | +198,324 | New |
| JPMorgan Chase & Co | 194,651 | $104.7K | 0.00% | −238,614−55.1% | Reduced |
| Barclays PLC | 183,467 | $98.7K | 0.00% | −74,913−29.0% | Reduced |
| AQR Capital Management LLC | 174,279 | $93.8K | 0.00% | +154,327+773.5% | Added |
| BNP Paribas Arbitrage, SA | 166,253 | $89.4K | 0.00% | −87,416−34.5% | Reduced |
| BBR Partners, LLC | 164,041 | $88.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 158,000 | $85.0K | 0.00% | +158,000 | New |
| Intech Investment Management LLC | 124,696 | $67.1K | 0.00% | +55,476+80.1% | Added |
| Tudor Investment Corp Et Al | 124,320 | $66.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 117,905 | $63.4K | 0.00% | −13,972−10.6% | Reduced |
| UBS Group AG | 110,401 | $59.4K | 0.00% | −753,886−87.2% | Reduced |
| Wells Fargo & Company | 96,453 | $51.9K | 0.00% | +2,133+2.3% | Added |
| Bank of America Corp | 94,070 | $50.6K | 0.00% | −68,232−42.0% | Reduced |
| Deutsche Bank AG | 82,441 | $44.5K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 78,727 | $42.4K | 0.00% | −1,167−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 77,178 | $41.5K | 0.00% | −889,087−92.0% | Reduced |
| SG Americas Securities, LLC | 71,881 | $39.0K | 0.00% | −44,867−38.4% | Reduced |
| Jane Street Group, LLC | 64,241 | $34.6K | 0.00% | −175,198−73.2% | Reduced |
| Graham Capital Management, L.P. | 61,609 | $33.1K | 0.00% | +9,473+18.2% | Added |
| China Universal Asset Management Co., Ltd. | 58,603 | $31.5K | 0.00% | −602−1.0% | Reduced |
| SEI Investments Co | 55,900 | $30.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 51,263 | $27.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 50,329 | $27.1K | 0.00% | −2,606−4.9% | Reduced |
| State Board of Administration of Florida Retirement System | 49,523 | $26.6K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 48,057 | $25.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 47,966 | $25.8K | 0.00% | −10,516−18.0% | Reduced |
| Millennium Management LLC | 42,957 | $23.1K | 0.00% | −914,550−95.5% | Reduced |
| Jones Financial Companies LLLP | 40,000 | $21.6K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 35,658 | $19.2K | 0.00% | +20,619+137.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 35,001 | $18.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 34,307 | $18.5K | 0.00% | −65,000−65.5% | Reduced |
| JustInvest LLC | 32,887 | $17.7K | 0.00% | +10,510+47.0% | Added |
| AE Wealth Management LLC | 25,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 24,269 | $13.1K | 0.00% | +4,779+24.5% | Added |
| Royal Bank of Canada | 19,746 | $11.0K | 0.00% | −3,793−16.1% | Reduced |
| FMR LLC | 19,335 | $10.4K | 0.00% | +3,240+20.1% | Added |
| HSBC Holdings PLC | 18,721 | $9.67K | 0.00% | −122−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 17,114 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,391 | $8.82K | 0.00% | +16,391 | New |
| Victory Capital Management Inc | 15,148 | $8.15K | 0.00% | −2,697−15.1% | Reduced |
| Legal & General Group Plc | 15,005 | $8.07K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 13,463 | $7.24K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 13,046 | $7.02K | 0.00% | +13,046 | New |
| Vista Wealth Management Group, LLC | 13,043 | $7.02K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,706 | $6.84K | 0.00% | +12,706 | New |
| Wealth Enhancement Advisory Services, LLC | 12,596 | $6.78K | 0.00% | +12,596 | New |
| Fortis Capital Management LLC | 12,092 | $6.51K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 11,644 | $6.26K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 11,620 | $6.25K | 0.00% | +11,620 | New |
| Abel Hall, LLC | 11,416 | $6.14K | 0.00% | +11,416 | New |
| Xponance, Inc. | 11,269 | $6.06K | 0.00% | +271+2.5% | Added |
| Mackenzie Financial Corp | 11,205 | $6.03K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 11,553 | $6.00K | 0.00% | +9,066+364.5% | Added |
| Principal Financial Group Inc | 10,997 | $5.92K | 0.00% | 00.0% | Unchanged |
| Rangeley Capital, LLC | 10,000 | $5.38K | 0.01% | +10,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 9,776 | $5.29K | 0.00% | +471+5.1% | Added |
| Group One Trading, L.P. | 6,001 | $3.23K | 0.00% | +4,001+200.1% | Added |
| Shell Asset Management Co | 6,401 | $3.00K | 0.00% | −6,409−50.0% | Reduced |
| Amalgamated Bank | 6,005 | $3.00K | 0.00% | 00.0% | Unchanged |