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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 25 | $770 | 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 |
| GAMMA Investing LLC | 35 | $1.08K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 37 | $1.14K | 0.00% | −125−77.2% | Reduced |
| Cornerstone Financial Management LLC | 46 | $1.42K | 0.00% | +46 | New |
| US Bancorp | 58 | $1.78K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 100 | $3.08K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 124 | $3.82K | 0.00% | +124 | New |
| Wells Fargo & Company | 125 | $3.85K | 0.00% | +125 | New |
| GF Fund Management Co. Ltd. | 416 | $12.8K | 0.00% | +3+0.7% | Added |
| Advisors Asset Management, Inc. | 567 | $17.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,025 | $31.6K | 0.00% | −975−48.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,031 | $31.7K | 0.00% | +288+38.8% | Added |
| Tower Research Capital LLC (TRC) | 1,194 | $36.8K | 0.00% | −664−35.7% | Reduced |
| JPMorgan Chase & Co | 1,616 | $49.7K | 0.00% | +1,126+229.8% | Added |
| Acadian Asset Management LLC | 1,657 | $51.0K | 0.00% | −9,733−85.5% | Reduced |
| FMR LLC | 1,829 | $56.3K | 0.00% | −893−32.8% | Reduced |
| BNP Paribas Arbitrage, SA | 3,170 | $97.6K | 0.00% | +2,815+793.0% | Added |
| China Universal Asset Management Co., Ltd. | 3,457 | $106.4K | 0.01% | +90+2.7% | Added |
| Citigroup Inc | 4,233 | $130.3K | 0.00% | +3,203+311.0% | Added |
| BBR Partners, LLC | 6,834 | $210.4K | 0.01% | +6,834 | New |
| Candriam Luxembourg S.C.A. | 7,617 | $234.5K | 0.00% | +7,617 | New |
| Advus Financial Partners, LLC | 7,858 | $241.9K | 0.06% | +7,858 | New |
| Raymond James Financial Inc | 7,900 | $243.2K | 0.00% | +7,900 | New |
| Bank of America Corp | 8,045 | $247.6K | 0.00% | +3,366+71.9% | Added |
| ExodusPoint Capital Management, LP | 8,511 | $262.0K | 0.00% | +8,511 | New |
| Qube Research & Technologies Ltd | 9,051 | $278.6K | 0.00% | +9,051 | New |
| Boothbay Fund Management, LLC | 9,516 | $292.9K | 0.01% | −2,718−22.2% | Reduced |
| Point72 Asset Management, L.P. | 11,480 | $353.4K | 0.00% | +11,480 | New |
| Jane Street Group, LLC | 12,409 | $381.9K | 0.00% | +12,409 | New |
| Price T Rowe Associates Inc | 13,128 | $405.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 13,203 | $406.4K | 0.00% | −8,039−37.8% | Reduced |
| Two Sigma Investments, LP | 15,616 | $480.7K | 0.00% | −5,211−25.0% | Reduced |
| Barclays PLC | 15,967 | $491.5K | 0.00% | +14,775+1,239.5% | Added |
| Bridgeway Capital Management, LLC | 18,000 | $554.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 19,958 | $614.3K | 0.04% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 20,800 | $640.2K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 30,280 | $932.0K | 0.00% | +2,152+7.7% | Added |
| Canada Pension Plan Investment Board | 32,111 | $988.4K | 0.00% | +2,700+9.2% | Added |
| Renaissance Technologies LLC | 39,490 | $1.22M | 0.00% | −24,500−38.3% | Reduced |
| Ikarian Capital, LLC | 41,081 | $1.26M | 0.16% | −2,718−6.2% | Reduced |
| Morgan Stanley | 42,949 | $1.32M | 0.00% | +5,929+16.0% | Added |
| State Street Corp | 51,472 | $1.58M | 0.00% | +17,720+52.5% | Added |
| Johnson & Johnson | 54,887 | $1.69M | 0.30% | 00.0% | Unchanged |
| Millennium Management LLC | 58,651 | $1.81M | 0.00% | −66,710−53.2% | Reduced |
| Marshall Wace, LLP | 73,315 | $2.26M | 0.00% | +73,315 | New |
| RBF Capital, LLC | 74,585 | $2.30M | 0.10% | −21,046−22.0% | Reduced |
| Charles Schwab Investment Management Inc | 85,423 | $2.63M | 0.00% | +5,913+7.4% | Added |
| MIC Capital Management UK LLP | 87,028 | $2.68M | 0.61% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 96,675 | $2.98M | 0.00% | +96,675 | New |
| Invesco Ltd. | 98,649 | $3.04M | 0.00% | +98,649 | New |
| SC China Holding Ltd | 152,299 | $3.94M | 0.23% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 151,016 | $4.65M | 0.01% | +134,857+834.6% | Added |
| Geode Capital Management, LLC | 162,997 | $5.02M | 0.00% | +32,740+25.1% | Added |
| BlackRock, Inc. | 181,837 | $5.60M | 0.00% | +5,031+2.8% | Added |
| Alphabet Inc. | 293,256 | $9.03M | 0.35% | 00.0% | Unchanged |
| Citadel Advisors LLC | 324,701 | $9.99M | 0.01% | −14,790−4.4% | Reduced |
| venBio Partners LLC | 337,697 | $10.4M | 4.81% | −135,782−28.7% | Reduced |
| Foresite Capital Management V, LLC | 477,078 | $14.7M | 8.93% | 00.0% | Unchanged |
| Almitas Capital LLC | 577,807 | $17.8M | 3.92% | 00.0% | Unchanged |
| Decheng Capital LLC | 692,050 | $21.3M | 2.87% | +96,584+16.2% | Added |
| Orland Properties Ltd | 754,698 | $23.2M | 4.35% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 800,399 | $24.6M | 10.72% | 00.0% | Unchanged |
| Vanguard Group Inc | 826,430 | $25.4M | 0.00% | +47,426+6.1% | Added |
| MWG Caph Ltd | 1,008,116 | $31.0M | 42.88% | +1,008,116 | New |
| GSK plc | 1,512,659 | $46.6M | 5.83% | +1,512,659 | New |
| ARCH Venture Management, LLC | 2,759,072 | $84.9M | 13.03% | 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 |