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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, 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.

Institutional holdersQ1 2025: 112 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 heldQ1 2025: $81.8M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q4 2024.

Institutions holding LYEL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Daiwa Securities Group Inc.917$00.00%00.0%Unchanged
Simplex Trading, LLC990$00.00%+373+60.5%Added
True Wealth Design, LLC60$330.00%+60New
EverSource Wealth Advisors, LLC106$570.00%+106New
Nisa Investment Advisors, LLC500$2690.00%−185−27.0%Reduced
The PNC Financial Services Group, Inc.1,018$5490.00%+1,018New
US Bancorp1,165$6270.00%00.0%Unchanged
Coldstream Capital Management Inc1,166$6280.00%+1,166New
MAI Capital Management2,000$1.08K0.00%00.0%Unchanged
Sterling Capital Management LLC2,887$1.55K0.00%−2,571−47.1%Reduced
VSM Wealth Advisory, LLC5,000$2.69K0.00%+5,000New
STRS Ohio5,100$2.74K0.00%00.0%Unchanged
Shell Asset Management Co6,401$3.00K0.00%−6,409−50.0%Reduced
Amalgamated Bank6,005$3.00K0.00%00.0%Unchanged
Group One Trading, L.P.6,001$3.23K0.00%+4,001+200.1%Added
Mirae Asset Global Investments Co., Ltd.9,776$5.29K0.00%+471+5.1%Added
Rangeley Capital, LLC10,000$5.38K0.01%+10,000New
Principal Financial Group Inc10,997$5.92K0.00%00.0%Unchanged
CWM, LLC11,553$6.00K0.00%+9,066+364.5%Added
Mackenzie Financial Corp11,205$6.03K0.00%00.0%Unchanged
Xponance, Inc.11,269$6.06K0.00%+271+2.5%Added
Abel Hall, LLC11,416$6.14K0.00%+11,416New
Advisors Asset Management, Inc.11,620$6.25K0.00%+11,620New
California State Teachers Retirement System11,644$6.26K0.00%00.0%Unchanged
Fortis Capital Management LLC12,092$6.51K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC12,596$6.78K0.00%+12,596New
Cerity Partners LLC12,706$6.84K0.00%+12,706New
Vista Wealth Management Group, LLC13,043$7.02K0.00%00.0%Unchanged
GTS Securities LLC13,046$7.02K0.00%+13,046New
Dimensional Fund Advisors LP13,463$7.24K0.00%00.0%Unchanged
Legal & General Group Plc15,005$8.07K0.00%00.0%Unchanged
Victory Capital Management Inc15,148$8.15K0.00%−2,697−15.1%Reduced
Ieq Capital, LLC16,391$8.82K0.00%+16,391New
Ameritas Investment Partners, Inc.17,114$9.21K0.00%00.0%Unchanged
HSBC Holdings PLC18,721$9.67K0.00%−122−0.6%Reduced
FMR LLC19,335$10.4K0.00%+3,240+20.1%Added
Royal Bank of Canada19,746$11.0K0.00%−3,793−16.1%Reduced
Tower Research Capital LLC (TRC)24,269$13.1K0.00%+4,779+24.5%Added
AE Wealth Management LLC25,000$13.4K0.00%00.0%Unchanged
JustInvest LLC32,887$17.7K0.00%+10,510+47.0%Added
Public Employees Retirement System of Ohio34,307$18.5K0.00%−65,000−65.5%Reduced
Police & Firemen's Retirement System of New Jersey35,001$18.8K0.00%00.0%Unchanged
CIBC World Markets Corp35,658$19.2K0.00%+20,619+137.1%Added
Jones Financial Companies LLLP40,000$21.6K0.00%00.0%Unchanged
Millennium Management LLC42,957$23.1K0.00%−914,550−95.5%Reduced
ProShare Advisors LLC47,966$25.8K0.00%−10,516−18.0%Reduced
Prudential Financial Inc48,057$25.9K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System49,523$26.6K0.00%00.0%Unchanged
Voya Investment Management LLC50,329$27.1K0.00%−2,606−4.9%Reduced
New York State Common Retirement Fund51,263$27.6K0.00%00.0%Unchanged
SEI Investments Co55,900$30.1K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.58,603$31.5K0.00%−602−1.0%Reduced
Graham Capital Management, L.P.61,609$33.1K0.00%+9,473+18.2%Added
Jane Street Group, LLC64,241$34.6K0.00%−175,198−73.2%Reduced
SG Americas Securities, LLC71,881$39.0K0.00%−44,867−38.4%Reduced
D. E. Shaw & Co., Inc.77,178$41.5K0.00%−889,087−92.0%Reduced
Corebridge Financial, Inc.78,727$42.4K0.00%−1,167−1.5%Reduced
Deutsche Bank AG82,441$44.5K0.00%00.0%Unchanged
Bank of America Corp94,070$50.6K0.00%−68,232−42.0%Reduced
Wells Fargo & Company96,453$51.9K0.00%+2,133+2.3%Added
UBS Group AG110,401$59.4K0.00%−753,886−87.2%Reduced
Citigroup Inc117,905$63.4K0.00%−13,972−10.6%Reduced
Tudor Investment Corp Et Al124,320$66.9K0.00%00.0%Unchanged
Intech Investment Management LLC124,696$67.1K0.00%+55,476+80.1%Added
Raymond James Financial Inc158,000$85.0K0.00%+158,000New
BBR Partners, LLC164,041$88.3K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA166,253$89.4K0.00%−87,416−34.5%Reduced
AQR Capital Management LLC174,279$93.8K0.00%+154,327+773.5%Added
Barclays PLC183,467$98.7K0.00%−74,913−29.0%Reduced
JPMorgan Chase & Co194,651$104.7K0.00%−238,614−55.1%Reduced
Squarepoint Ops LLC198,324$106.7K0.00%+198,324New
Alliancebernstein L.P.220,790$118.8K0.00%00.0%Unchanged
Susquehanna International Group, LLP234,944$126.4K0.00%+50,800+27.6%Added
Rhumbline Advisers235,694$126.8K0.00%−45,435−16.2%Reduced
Boothbay Fund Management, LLC244,714$131.7K0.00%−161,520−39.8%Reduced
Exchange Traded Concepts, LLC246,349$132.5K0.00%+111,299+82.4%Added
Mirae Asset Global ETFs Holdings Ltd.295,647$159.1K0.00%−12,904−4.2%Reduced
Goldman Sachs Group Inc358,592$192.9K0.00%−268,729−42.8%Reduced
Invesco Ltd.378,880$203.8K0.00%−28,325−7.0%Reduced
Two Sigma Investments, LP387,680$208.6K0.00%+183,179+89.6%Added
Two Sigma Advisers, LP391,200$210.5K0.00%+84,800+27.7%Added
Clarius Group, LLC399,168$214.8K0.01%00.0%Unchanged
Manufacturers Life Insurance Company, The513,828$276.4K0.00%−38,023−6.9%Reduced
Bank of New York Mellon Corp525,782$282.9K0.00%00.0%Unchanged
Jacobs Levy Equity Management, Inc558,979$300.7K0.00%−826,322−59.6%Reduced
Canada Pension Plan Investment Board588,235$316.5K0.00%00.0%Unchanged
Nuveen, LLC641,173$345.0K0.00%+641,173New
Acadian Asset Management LLC660,899$354.0K0.00%+443,614+204.2%Added
Johnson & Johnson823,317$442.9K0.13%00.0%Unchanged
Takeda Pharmaceutical Co Ltd823,317$442.9K2.74%00.0%Unchanged
Morgan Stanley866,403$466.1K0.00%−347,884−28.6%Reduced
Ikarian Capital, LLC876,037$471.3K0.15%−400,000−31.3%Reduced
TD Asset Management Inc1,004,642$540.5K0.00%00.0%Unchanged
Northern Trust Corp1,295,073$696.8K0.00%−15,151−1.2%Reduced
Charles Schwab Investment Management Inc1,604,676$863.3K0.00%−41,111−2.5%Reduced
MIC Capital Management UK LLP1,740,569$936.4K0.19%00.0%Unchanged
Renaissance Technologies LLC1,768,500$951.5K0.00%+156,354+9.7%Added
Almitas Capital LLC2,482,606$1.34M0.44%+1,432,086+136.3%Added
SC China Holding Ltd3,045,997$1.46M0.09%00.0%Unchanged
State Street Corp3,702,440$1.99M0.00%−46,233−1.2%Reduced