Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Lyell Immunopharma, Inc. as of Jun 30, 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
69
−42 vs. Q1 2025
Shares held
9.26M
+1.64M (+21.6%) vs. Q1 2025Converted for a 1-for-20 split
Total value
$81.9M
+$129.1K (+0.2%) vs. Q1 2025
New holders
10
13 more added
Sold out
52
25 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 69 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 heldQ2 2025: $81.9M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q1 2025.

Institutions holding LYEL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada25$00.00%−962−97.5%ReducedConverted for a 1-for-20 split
Daiwa Securities Group Inc.45$00.00%−1−1.9%ReducedConverted for a 1-for-20 split
EverSource Wealth Advisors, LLC1$90.00%−4−81.1%ReducedConverted for a 1-for-20 split
The PNC Financial Services Group, Inc.4$350.00%−47−92.1%ReducedConverted for a 1-for-20 split
IFP Advisors, Inc66$550.00%+66New
True Wealth Design, LLC23$2040.00%+20+666.7%AddedConverted for a 1-for-20 split
Nisa Investment Advisors, LLC25$2210.00%00.0%UnchangedConverted for a 1-for-20 split
GAMMA Investing LLC35$3090.00%+35New
US Bancorp58$5130.00%00.0%UnchangedConverted for a 1-for-20 split
MAI Capital Management100$8840.00%00.0%UnchangedConverted for a 1-for-20 split
Simplex Trading, LLC298$2.00K0.00%+249+502.0%AddedConverted for a 1-for-20 split
VSM Wealth Advisory, LLC250$2.21K0.00%00.0%UnchangedConverted for a 1-for-20 split
Shell Asset Management Co320$3.00K0.00%00.0%UnchangedConverted for a 1-for-20 split
BNP Paribas Arbitrage, SA353$3.12K0.00%−7,960−95.8%ReducedConverted for a 1-for-20 split
CWM, LLC415$4.00K0.00%−163−28.2%ReducedConverted for a 1-for-20 split
Mirae Asset Global Investments Co., Ltd.570$5.04K0.00%+81+16.6%AddedConverted for a 1-for-20 split
Advisors Asset Management, Inc.575$5.08K0.00%−6−1.0%ReducedConverted for a 1-for-20 split
Barclays PLC1,155$10.2K0.00%−8,018−87.4%ReducedConverted for a 1-for-20 split
Wells Fargo & Company1,970$17.4K0.00%−2,853−59.2%ReducedConverted for a 1-for-20 split
Jones Financial Companies LLLP2,000$17.9K0.00%00.0%UnchangedConverted for a 1-for-20 split
Citigroup Inc2,055$18.2K0.00%−3,840−65.1%ReducedConverted for a 1-for-20 split
Tower Research Capital LLC (TRC)2,103$18.6K0.00%+890+73.3%AddedConverted for a 1-for-20 split
China Universal Asset Management Co., Ltd.2,966$26.2K0.00%+36+1.2%AddedConverted for a 1-for-20 split
FMR LLC3,077$27.2K0.00%+2,110+218.3%AddedConverted for a 1-for-20 split
JPMorgan Chase & Co3,369$29.8K0.00%−6,364−65.4%ReducedConverted for a 1-for-20 split
Raymond James Financial Inc7,900$69.8K0.00%00.0%UnchangedConverted for a 1-for-20 split
Two Sigma Investments, LP10,059$88.9K0.00%−9,325−48.1%ReducedConverted for a 1-for-20 split
Marshall Wace, LLP10,580$93.5K0.00%+10,580New
Boothbay Fund Management, LLC12,234$108.1K0.00%00.0%UnchangedConverted for a 1-for-20 split
Invesco Ltd.12,809$113.2K0.00%−6,135−32.4%ReducedConverted for a 1-for-20 split
Bridgeway Capital Management, LLC18,000$159.1K0.00%+18,000New
Northern Trust Corp18,644$164.8K0.00%−46,110−71.2%ReducedConverted for a 1-for-20 split
Clarius Group, LLC19,138$169.2K0.01%−820−4.1%ReducedConverted for a 1-for-20 split
Susquehanna Portfolio Strategies, LLC21,700$191.8K0.00%+21,700New
Bank of America Corp23,758$210.0K0.00%+19,055+405.1%AddedConverted for a 1-for-20 split
Manufacturers Life Insurance Company, The24,419$215.9K0.00%−1,272−5.0%ReducedConverted for a 1-for-20 split
UBS Group AG25,634$226.6K0.00%+20,114+364.4%AddedConverted for a 1-for-20 split
Morgan Stanley25,698$227.2K0.00%−17,622−40.7%ReducedConverted for a 1-for-20 split
Acadian Asset Management LLC27,366$241.0K0.00%−5,679−17.2%ReducedConverted for a 1-for-20 split
Walleye Capital LLC29,230$258.4K0.00%+29,230New
Canada Pension Plan Investment Board29,411$260.0K0.00%00.0%UnchangedConverted for a 1-for-20 split
State Street Corp33,847$299.2K0.00%−151,275−81.7%ReducedConverted for a 1-for-20 split
Jacobs Levy Equity Management, Inc39,621$350.3K0.00%+11,672+41.8%AddedConverted for a 1-for-20 split
Takeda Pharmaceutical Co Ltd41,165$363.9K1.86%00.0%UnchangedConverted for a 1-for-20 split
Johnson & Johnson41,165$368.0K0.11%00.0%UnchangedConverted for a 1-for-20 split
Ikarian Capital, LLC43,799$387.2K0.13%00.0%UnchangedConverted for a 1-for-20 split
TD Asset Management Inc50,232$444.1K0.00%00.0%UnchangedConverted for a 1-for-20 split
OrbiMed Advisors LLC51,727$457.3K0.01%+51,727New
Millennium Management LLC52,229$461.7K0.00%+50,081+2,331.7%AddedConverted for a 1-for-20 split
Charles Schwab Investment Management Inc61,503$543.7K0.00%−18,731−23.3%ReducedConverted for a 1-for-20 split
Renaissance Technologies LLC67,190$594.0K0.00%−21,235−24.0%ReducedConverted for a 1-for-20 split
MIC Capital Management UK LLP87,028$769.3K0.15%00.0%UnchangedConverted for a 1-for-20 split
Woodline Partners LP98,425$870.1K0.00%+98,425New
RBF Capital, LLC100,000$884.0K0.04%+100,000New
Geode Capital Management, LLC103,270$913.3K0.00%−116,687−53.0%ReducedConverted for a 1-for-20 split
BlackRock, Inc.144,859$1.28M0.00%−491,220−77.2%ReducedConverted for a 1-for-20 split
SC China Holding Ltd152,299$1.35M0.07%00.0%UnchangedConverted for a 1-for-20 split
Citadel Advisors LLC271,283$2.40M0.00%+45,940+20.4%AddedConverted for a 1-for-20 split
Alphabet Inc.293,256$2.59M0.12%00.0%UnchangedConverted for a 1-for-20 split
Price T Rowe Associates Inc306,059$2.71M0.00%−17,883−5.5%ReducedConverted for a 1-for-20 split
Foresite Capital Management V, LLC406,652$3.59M4.45%00.0%UnchangedConverted for a 1-for-20 split
Vanguard Group Inc442,626$3.91M0.00%−44,260−9.1%ReducedConverted for a 1-for-20 split
venBio Partners LLC473,479$4.19M3.65%+118,370+33.3%AddedConverted for a 1-for-20 split
Almitas Capital LLC579,997$5.13M1.29%+455,867+367.2%AddedConverted for a 1-for-20 split
Decheng Capital LLC595,466$5.26M1.33%00.0%UnchangedConverted for a 1-for-20 split
Orland Properties Ltd754,698$6.67M2.83%00.0%UnchangedConverted for a 1-for-20 split
Foresite Capital Management IV, LLC800,399$7.08M5.72%00.0%UnchangedConverted for a 1-for-20 split
MWG Management Limited1,008,116$8.91M17.17%00.0%UnchangedConverted for a 1-for-20 split
ARCH Venture Management, LLC1,820,634$16.1M5.39%+1,820,634New
Nuveen, LLC0$00.00%−32,059−100.0%Sold outConverted for a 1-for-20 split
Bank of New York Mellon Corp0$00.00%−26,289−100.0%Sold outConverted for a 1-for-20 split
Two Sigma Advisers, LP0$00.00%−19,560−100.0%Sold outConverted for a 1-for-20 split
Goldman Sachs Group Inc0$00.00%−17,930−100.0%Sold outConverted for a 1-for-20 split
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−14,782−100.0%Sold outConverted for a 1-for-20 split
Exchange Traded Concepts, LLC0$00.00%−12,317−100.0%Sold outConverted for a 1-for-20 split
Rhumbline Advisers0$00.00%−11,785−100.0%Sold outConverted for a 1-for-20 split
Susquehanna International Group, LLP0$00.00%−11,747−100.0%Sold outConverted for a 1-for-20 split
Alliancebernstein L.P.0$00.00%−11,040−100.0%Sold outConverted for a 1-for-20 split
Squarepoint Ops LLC0$00.00%−9,916−100.0%Sold outConverted for a 1-for-20 split
AQR Capital Management LLC0$00.00%−8,714−100.0%Sold outConverted for a 1-for-20 split
BBR Partners, LLC0$00.00%−8,202−100.0%Sold outConverted for a 1-for-20 split
Intech Investment Management LLC0$00.00%−6,235−100.0%Sold outConverted for a 1-for-20 split
Tudor Investment Corp Et Al0$00.00%−6,216−100.0%Sold outConverted for a 1-for-20 split
Deutsche Bank AG0$00.00%−4,122−100.0%Sold outConverted for a 1-for-20 split
Corebridge Financial, Inc.0$00.00%−3,936−100.0%Sold outConverted for a 1-for-20 split
D. E. Shaw & Co., Inc.0$00.00%−3,859−100.0%Sold outConverted for a 1-for-20 split
SG Americas Securities, LLC0$00.00%−3,594−100.0%Sold outConverted for a 1-for-20 split
Jane Street Group, LLC0$00.00%−3,212−100.0%Sold outConverted for a 1-for-20 split
Graham Capital Management, L.P.0$00.00%−3,080−100.0%Sold outConverted for a 1-for-20 split
SEI Investments Co0$00.00%−2,795−100.0%Sold outConverted for a 1-for-20 split
New York State Common Retirement Fund0$00.00%−2,563−100.0%Sold outConverted for a 1-for-20 split
Voya Investment Management LLC0$00.00%−2,516−100.0%Sold outConverted for a 1-for-20 split
State Board of Administration of Florida Retirement System0$00.00%−2,476−100.0%Sold outConverted for a 1-for-20 split
Prudential Financial Inc0$00.00%−2,403−100.0%Sold outConverted for a 1-for-20 split
ProShare Advisors LLC0$00.00%−2,398−100.0%Sold outConverted for a 1-for-20 split
CIBC World Markets Corp0$00.00%−1,783−100.0%Sold outConverted for a 1-for-20 split
Police & Firemen's Retirement System of New Jersey0$00.00%−1,750−100.0%Sold outConverted for a 1-for-20 split
Public Employees Retirement System of Ohio0$00.00%−1,715−100.0%Sold outConverted for a 1-for-20 split
JustInvest LLC0$00.00%−1,644−100.0%Sold outConverted for a 1-for-20 split
AE Wealth Management LLC0$00.00%−1,250−100.0%Sold outConverted for a 1-for-20 split