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, Q3 2025
Institutional positions in Lyell Immunopharma, Inc. as of Sep 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
- 59
- −10 vs. Q2 2025
- Shares held
- 10.3M
- +1.04M (+11.2%) vs. Q2 2025
- Total value
- $164.9M
- +$83.0M (+101.4%) vs. Q2 2025
- New holders
- 4
- 19 more added
- Sold out
- 14
- 17 more reduced
Compare with Q2 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | 2,759,072 | $44.8M | 9.10% | +938,438+51.5% | Added |
| MWG Management Limited | 1,008,116 | $16.4M | 20.13% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 800,399 | $13.0M | 7.12% | 00.0% | Unchanged |
| Vanguard Group Inc | 779,004 | $12.7M | 0.00% | +336,378+76.0% | Added |
| Orland Properties Ltd | 754,698 | $12.3M | 2.62% | 00.0% | Unchanged |
| Decheng Capital LLC | 595,466 | $9.67M | 1.69% | 00.0% | Unchanged |
| Almitas Capital LLC | 577,807 | $9.38M | 2.15% | −2,190−0.4% | Reduced |
| Foresite Capital Management V, LLC | 477,078 | $7.75M | 7.12% | +70,426+17.3% | Added |
| venBio Partners LLC | 473,479 | $7.69M | 4.36% | 00.0% | Unchanged |
| Citadel Advisors LLC | 339,491 | $5.51M | 0.00% | +68,208+25.1% | Added |
| Alphabet Inc. | 293,256 | $4.76M | 0.20% | 00.0% | Unchanged |
| BlackRock, Inc. | 176,806 | $2.87M | 0.00% | +31,947+22.1% | Added |
| Geode Capital Management, LLC | 130,257 | $2.12M | 0.00% | +26,987+26.1% | Added |
| Millennium Management LLC | 125,361 | $2.04M | 0.00% | +73,132+140.0% | Added |
| RBF Capital, LLC | 95,631 | $1.55M | 0.07% | −4,369−4.4% | Reduced |
| MIC Capital Management UK LLP | 87,028 | $1.41M | 0.28% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 79,510 | $1.29M | 0.00% | +18,007+29.3% | Added |
| Renaissance Technologies LLC | 63,990 | $1.04M | 0.00% | −3,200−4.8% | Reduced |
| Johnson & Johnson | 54,887 | $891.4K | 0.18% | +13,722+33.3% | Added |
| Takeda Pharmaceutical Co Ltd | 54,887 | $891.4K | 5.45% | +13,722+33.3% | Added |
| OrbiMed Advisors LLC | 51,727 | $840.0K | 0.02% | 00.0% | Unchanged |
| Ikarian Capital, LLC | 43,799 | $711.3K | 0.16% | 00.0% | Unchanged |
| Morgan Stanley | 37,020 | $601.2K | 0.00% | +11,322+44.1% | Added |
| State Street Corp | 33,752 | $548.1K | 0.00% | −95−0.3% | Reduced |
| Canada Pension Plan Investment Board | 29,411 | $477.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 28,128 | $456.8K | 0.00% | +9,484+50.9% | Added |
| UBS Group AG | 21,242 | $345.0K | 0.00% | −4,392−17.1% | Reduced |
| Two Sigma Investments, LP | 20,827 | $338.2K | 0.00% | +10,768+107.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 20,800 | $337.8K | 0.01% | −900−4.1% | Reduced |
| Clarius Group, LLC | 19,958 | $324.1K | 0.02% | +820+4.3% | Added |
| Bridgeway Capital Management, LLC | 18,000 | $292.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,159 | $262.4K | 0.00% | +16,159 | New |
| Price T Rowe Associates Inc | 13,128 | $214.0K | 0.00% | −292,931−95.7% | Reduced |
| Boothbay Fund Management, LLC | 12,234 | $198.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11,390 | $184.0K | 0.00% | −15,976−58.4% | Reduced |
| Trexquant Investment LP | 10,275 | $166.9K | 0.00% | +10,275 | New |
| Rangeley Capital, LLC | 10,000 | $162.4K | 0.15% | +10,000 | New |
| Bank of America Corp | 4,679 | $76.0K | 0.00% | −19,079−80.3% | Reduced |
| SC China Holding Ltd | 152,299 | $73.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,187 | $68.0K | 0.00% | +4,162+16,648.0% | Added |
| China Universal Asset Management Co., Ltd. | 3,367 | $54.7K | 0.00% | +401+13.5% | Added |
| FMR LLC | 2,722 | $44.2K | 0.00% | −355−11.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,858 | $30.2K | 0.00% | −245−11.7% | Reduced |
| Jones Financial Companies LLLP | 2,000 | $25.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,192 | $19.4K | 0.00% | +37+3.2% | Added |
| Citigroup Inc | 1,030 | $16.7K | 0.00% | −1,025−49.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 743 | $12.1K | 0.00% | +173+30.4% | Added |
| Advisors Asset Management, Inc. | 567 | $9.21K | 0.00% | −8−1.4% | Reduced |
| JPMorgan Chase & Co | 490 | $7.96K | 0.00% | −2,879−85.5% | Reduced |
| GF Fund Management Co. Ltd. | 413 | $6.71K | 0.00% | +413 | New |
| BNP Paribas Arbitrage, SA | 355 | $5.76K | 0.00% | +2+0.6% | Added |
| Simplex Trading, LLC | 162 | $2.00K | 0.00% | −136−45.6% | Reduced |
| MAI Capital Management | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 42 | $1.00K | 0.00% | −373−89.9% | Reduced |
| Daiwa Securities Group Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 58 | $942 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35 | $568 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25 | $406 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $16 | 0.00% | −65−98.5% | Reduced |
| Woodline Partners LP | 0 | $0 | 0.00% | −98,425−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −50,232−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −39,621−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −29,230−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −24,419−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −12,809−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |