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, Q4 2025
Institutional positions in Lyell Immunopharma, Inc. as of Dec 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
- 69
- +12 vs. Q3 2025
- Shares held
- 12.1M
- +2.87M (+31.0%) vs. Q3 2025
- Total value
- $371.9M
- +$224.2M (+151.9%) vs. Q3 2025
- New holders
- 16
- 18 more added
- Sold out
- 4
- 16 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | 2,759,072 | $84.9M | 13.03% | 00.0% | Unchanged |
| GSK plc | 1,512,659 | $46.6M | 5.83% | +1,512,659 | New |
| MWG Caph Ltd | 1,008,116 | $31.0M | 42.88% | +1,008,116 | New |
| Vanguard Group Inc | 826,430 | $25.4M | 0.00% | +47,426+6.1% | Added |
| Foresite Capital Management IV, LLC | 800,399 | $24.6M | 10.72% | 00.0% | Unchanged |
| Orland Properties Ltd | 754,698 | $23.2M | 4.35% | 00.0% | Unchanged |
| Decheng Capital LLC | 692,050 | $21.3M | 2.87% | +96,584+16.2% | Added |
| Almitas Capital LLC | 577,807 | $17.8M | 3.92% | 00.0% | Unchanged |
| Foresite Capital Management V, LLC | 477,078 | $14.7M | 8.93% | 00.0% | Unchanged |
| venBio Partners LLC | 337,697 | $10.4M | 4.81% | −135,782−28.7% | Reduced |
| Citadel Advisors LLC | 324,701 | $9.99M | 0.01% | −14,790−4.4% | Reduced |
| Alphabet Inc. | 293,256 | $9.03M | 0.35% | 00.0% | Unchanged |
| BlackRock, Inc. | 181,837 | $5.60M | 0.00% | +5,031+2.8% | Added |
| Geode Capital Management, LLC | 162,997 | $5.02M | 0.00% | +32,740+25.1% | Added |
| Susquehanna International Group, LLP | 151,016 | $4.65M | 0.01% | +134,857+834.6% | Added |
| SC China Holding Ltd | 152,299 | $3.94M | 0.23% | 00.0% | Unchanged |
| Invesco Ltd. | 98,649 | $3.04M | 0.00% | +98,649 | New |
| Goldman Sachs Group Inc | 96,675 | $2.98M | 0.00% | +96,675 | New |
| MIC Capital Management UK LLP | 87,028 | $2.68M | 0.61% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 85,423 | $2.63M | 0.00% | +5,913+7.4% | Added |
| RBF Capital, LLC | 74,585 | $2.30M | 0.10% | −21,046−22.0% | Reduced |
| Marshall Wace, LLP | 73,315 | $2.26M | 0.00% | +73,315 | New |
| Millennium Management LLC | 58,651 | $1.81M | 0.00% | −66,710−53.2% | Reduced |
| Johnson & Johnson | 54,887 | $1.69M | 0.30% | 00.0% | Unchanged |
| State Street Corp | 51,472 | $1.58M | 0.00% | +17,720+52.5% | Added |
| Morgan Stanley | 42,949 | $1.32M | 0.00% | +5,929+16.0% | Added |
| Ikarian Capital, LLC | 41,081 | $1.26M | 0.16% | −2,718−6.2% | Reduced |
| Renaissance Technologies LLC | 39,490 | $1.22M | 0.00% | −24,500−38.3% | Reduced |
| Canada Pension Plan Investment Board | 32,111 | $988.4K | 0.00% | +2,700+9.2% | Added |
| Northern Trust Corp | 30,280 | $932.0K | 0.00% | +2,152+7.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 20,800 | $640.2K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 19,958 | $614.3K | 0.04% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 18,000 | $554.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 15,967 | $491.5K | 0.00% | +14,775+1,239.5% | Added |
| Two Sigma Investments, LP | 15,616 | $480.7K | 0.00% | −5,211−25.0% | Reduced |
| UBS Group AG | 13,203 | $406.4K | 0.00% | −8,039−37.8% | Reduced |
| Price T Rowe Associates Inc | 13,128 | $405.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,409 | $381.9K | 0.00% | +12,409 | New |
| Point72 Asset Management, L.P. | 11,480 | $353.4K | 0.00% | +11,480 | New |
| Boothbay Fund Management, LLC | 9,516 | $292.9K | 0.01% | −2,718−22.2% | Reduced |
| Qube Research & Technologies Ltd | 9,051 | $278.6K | 0.00% | +9,051 | New |
| ExodusPoint Capital Management, LP | 8,511 | $262.0K | 0.00% | +8,511 | New |
| Bank of America Corp | 8,045 | $247.6K | 0.00% | +3,366+71.9% | Added |
| Raymond James Financial Inc | 7,900 | $243.2K | 0.00% | +7,900 | New |
| Advus Financial Partners, LLC | 7,858 | $241.9K | 0.06% | +7,858 | New |
| Candriam Luxembourg S.C.A. | 7,617 | $234.5K | 0.00% | +7,617 | New |
| BBR Partners, LLC | 6,834 | $210.4K | 0.01% | +6,834 | New |
| Citigroup Inc | 4,233 | $130.3K | 0.00% | +3,203+311.0% | Added |
| China Universal Asset Management Co., Ltd. | 3,457 | $106.4K | 0.01% | +90+2.7% | Added |
| BNP Paribas Arbitrage, SA | 3,170 | $97.6K | 0.00% | +2,815+793.0% | Added |
| FMR LLC | 1,829 | $56.3K | 0.00% | −893−32.8% | Reduced |
| Acadian Asset Management LLC | 1,657 | $51.0K | 0.00% | −9,733−85.5% | Reduced |
| JPMorgan Chase & Co | 1,616 | $49.7K | 0.00% | +1,126+229.8% | Added |
| Tower Research Capital LLC (TRC) | 1,194 | $36.8K | 0.00% | −664−35.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,031 | $31.7K | 0.00% | +288+38.8% | Added |
| Jones Financial Companies LLLP | 1,025 | $31.6K | 0.00% | −975−48.8% | Reduced |
| Advisors Asset Management, Inc. | 567 | $17.5K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 416 | $12.8K | 0.00% | +3+0.7% | Added |
| Wells Fargo & Company | 125 | $3.85K | 0.00% | +125 | New |
| Advisor Group Holdings, Inc. | 124 | $3.82K | 0.00% | +124 | New |
| MAI Capital Management | 100 | $3.08K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 58 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $1.42K | 0.00% | +46 | New |
| Simplex Trading, LLC | 37 | $1.14K | 0.00% | −125−77.2% | Reduced |
| GAMMA Investing LLC | 35 | $1.08K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 24 | $1.00K | 0.00% | −4,163−99.4% | Reduced |
| Daiwa Securities Group Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 20 | $1.00K | 0.00% | −22−52.4% | Reduced |
| Nisa Investment Advisors, LLC | 25 | $770 | 0.00% | 00.0% | Unchanged |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −51,727−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,275−100.0% | Sold out |
| Rangeley Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| MWG Management Limited | – | – | – | – | Not filed |
| Takeda Pharmaceutical Co Ltd | – | – | – | – | Not filed |