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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $16 | 0.00% | −65−98.5% | Reduced |
| Nisa Investment Advisors, LLC | 25 | $406 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35 | $568 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 58 | $942 | 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 |
| MAI Capital Management | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 162 | $2.00K | 0.00% | −136−45.6% | Reduced |
| BNP Paribas Arbitrage, SA | 355 | $5.76K | 0.00% | +2+0.6% | Added |
| GF Fund Management Co. Ltd. | 413 | $6.71K | 0.00% | +413 | New |
| JPMorgan Chase & Co | 490 | $7.96K | 0.00% | −2,879−85.5% | Reduced |
| Advisors Asset Management, Inc. | 567 | $9.21K | 0.00% | −8−1.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 743 | $12.1K | 0.00% | +173+30.4% | Added |
| Citigroup Inc | 1,030 | $16.7K | 0.00% | −1,025−49.9% | Reduced |
| Barclays PLC | 1,192 | $19.4K | 0.00% | +37+3.2% | Added |
| Jones Financial Companies LLLP | 2,000 | $25.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,858 | $30.2K | 0.00% | −245−11.7% | Reduced |
| FMR LLC | 2,722 | $44.2K | 0.00% | −355−11.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,367 | $54.7K | 0.00% | +401+13.5% | Added |
| Royal Bank of Canada | 4,187 | $68.0K | 0.00% | +4,162+16,648.0% | Added |
| SC China Holding Ltd | 152,299 | $73.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,679 | $76.0K | 0.00% | −19,079−80.3% | Reduced |
| Rangeley Capital, LLC | 10,000 | $162.4K | 0.15% | +10,000 | New |
| Trexquant Investment LP | 10,275 | $166.9K | 0.00% | +10,275 | New |
| Acadian Asset Management LLC | 11,390 | $184.0K | 0.00% | −15,976−58.4% | Reduced |
| Boothbay Fund Management, LLC | 12,234 | $198.7K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13,128 | $214.0K | 0.00% | −292,931−95.7% | Reduced |
| Susquehanna International Group, LLP | 16,159 | $262.4K | 0.00% | +16,159 | New |
| Bridgeway Capital Management, LLC | 18,000 | $292.3K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 19,958 | $324.1K | 0.02% | +820+4.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 20,800 | $337.8K | 0.01% | −900−4.1% | Reduced |
| Two Sigma Investments, LP | 20,827 | $338.2K | 0.00% | +10,768+107.0% | Added |
| UBS Group AG | 21,242 | $345.0K | 0.00% | −4,392−17.1% | Reduced |
| Northern Trust Corp | 28,128 | $456.8K | 0.00% | +9,484+50.9% | Added |
| Canada Pension Plan Investment Board | 29,411 | $477.6K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 33,752 | $548.1K | 0.00% | −95−0.3% | Reduced |
| Morgan Stanley | 37,020 | $601.2K | 0.00% | +11,322+44.1% | Added |
| Ikarian Capital, LLC | 43,799 | $711.3K | 0.16% | 00.0% | Unchanged |
| OrbiMed Advisors LLC | 51,727 | $840.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Renaissance Technologies LLC | 63,990 | $1.04M | 0.00% | −3,200−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 79,510 | $1.29M | 0.00% | +18,007+29.3% | Added |
| MIC Capital Management UK LLP | 87,028 | $1.41M | 0.28% | 00.0% | Unchanged |
| RBF Capital, LLC | 95,631 | $1.55M | 0.07% | −4,369−4.4% | Reduced |
| Millennium Management LLC | 125,361 | $2.04M | 0.00% | +73,132+140.0% | Added |
| Geode Capital Management, LLC | 130,257 | $2.12M | 0.00% | +26,987+26.1% | Added |
| BlackRock, Inc. | 176,806 | $2.87M | 0.00% | +31,947+22.1% | Added |
| Alphabet Inc. | 293,256 | $4.76M | 0.20% | 00.0% | Unchanged |
| Citadel Advisors LLC | 339,491 | $5.51M | 0.00% | +68,208+25.1% | Added |
| venBio Partners LLC | 473,479 | $7.69M | 4.36% | 00.0% | Unchanged |
| Foresite Capital Management V, LLC | 477,078 | $7.75M | 7.12% | +70,426+17.3% | Added |
| Almitas Capital LLC | 577,807 | $9.38M | 2.15% | −2,190−0.4% | Reduced |
| Decheng Capital LLC | 595,466 | $9.67M | 1.69% | 00.0% | Unchanged |
| Orland Properties Ltd | 754,698 | $12.3M | 2.62% | 00.0% | Unchanged |
| Vanguard Group Inc | 779,004 | $12.7M | 0.00% | +336,378+76.0% | Added |
| Foresite Capital Management IV, LLC | 800,399 | $13.0M | 7.12% | 00.0% | Unchanged |
| MWG Management Limited | 1,008,116 | $16.4M | 20.13% | 00.0% | Unchanged |
| ARCH Venture Management, LLC | 2,759,072 | $44.8M | 9.10% | +938,438+51.5% | Added |
| 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 |