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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, 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
HSBC Holdings PLC0$00.00%−936−100.0%Sold outConverted for a 1-for-20 split
Ameritas Investment Partners, Inc.0$00.00%−856−100.0%Sold outConverted for a 1-for-20 split
Ieq Capital, LLC0$00.00%−820−100.0%Sold outConverted for a 1-for-20 split
Victory Capital Management Inc0$00.00%−757−100.0%Sold outConverted for a 1-for-20 split
Legal & General Group Plc0$00.00%−750−100.0%Sold outConverted for a 1-for-20 split
Dimensional Fund Advisors LP0$00.00%−673−100.0%Sold outConverted for a 1-for-20 split
GTS Securities LLC0$00.00%−652−100.0%Sold outConverted for a 1-for-20 split
Cerity Partners LLC0$00.00%−635−100.0%Sold outConverted for a 1-for-20 split
Wealth Enhancement Advisory Services, LLC0$00.00%−630−100.0%Sold outConverted for a 1-for-20 split
Fortis Capital Management LLC0$00.00%−605−100.0%Sold outConverted for a 1-for-20 split
California State Teachers Retirement System0$00.00%−582−100.0%Sold outConverted for a 1-for-20 split
Abel Hall, LLC0$00.00%−571−100.0%Sold outConverted for a 1-for-20 split
Xponance, Inc.0$00.00%−563−100.0%Sold outConverted for a 1-for-20 split
Mackenzie Financial Corp0$00.00%−560−100.0%Sold outConverted for a 1-for-20 split
Principal Financial Group Inc0$00.00%−550−100.0%Sold outConverted for a 1-for-20 split
Rangeley Capital, LLC0$00.00%−500−100.0%Sold outConverted for a 1-for-20 split
Group One Trading, L.P.0$00.00%−300−100.0%Sold outConverted for a 1-for-20 split
Amalgamated Bank0$00.00%−300−100.0%Sold outConverted for a 1-for-20 split
STRS Ohio0$00.00%−255−100.0%Sold outConverted for a 1-for-20 split
Sterling Capital Management LLC0$00.00%−144−100.0%Sold outConverted for a 1-for-20 split
Coldstream Capital Management Inc0$00.00%−58−100.0%Sold outConverted for a 1-for-20 split
Vista Wealth Management Group, LLC––––Not filed