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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 4,506,857 | $2.35M | 0.00% | +752,112+20.0% | Added |
| Geode Capital Management, LLC | 4,399,139 | $2.37M | 0.00% | +261,875+6.3% | Added |
| Alphabet Inc. | 5,865,125 | $3.17M | 0.20% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,478,836 | $3.49M | 0.00% | −431,913−6.2% | Reduced |
| venBio Partners LLC | 7,102,190 | $3.82M | 3.09% | 00.0% | Unchanged |
| Foresite Capital Management V, LLC | 8,133,047 | $4.38M | 4.99% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,737,729 | $5.24M | 0.00% | −28,354−0.3% | Reduced |
| Decheng Capital LLC | 11,909,341 | $6.41M | 1.80% | 00.0% | Unchanged |
| BlackRock, Inc. | 12,721,571 | $6.84M | 0.00% | −544,298−4.1% | Reduced |
| Orland Properties Ltd | 15,093,969 | $8.15M | 9.84% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 16,007,999 | $8.61M | 7.75% | +7,682,999+92.3% | Added |
| MWG Management Limited | 20,162,332 | $10.8M | 18.48% | 00.0% | Unchanged |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −3,103,623−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −66,378−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −37,489−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,316−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |