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, Q1 2026
Institutional positions in Lyell Immunopharma, Inc. as of Mar 31, 2026. 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
- 74
- +8 vs. Q4 2025
- Shares held
- 12.7M
- +2.42M (+23.6%) vs. Q4 2025
- Total value
- $251.1M
- −$63.7M (−20.2%) vs. Q4 2025
- New holders
- 18
- 24 more added
- Sold out
- 10
- 8 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | 3,247,162 | $65.1M | 9.62% | +488,090+17.7% | Added |
| GSK plc | 1,512,659 | $30.3M | 5.06% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 800,399 | $16.1M | 6.77% | 00.0% | Unchanged |
| Orland Properties Ltd | 754,698 | $15.1M | 5.67% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 718,155 | $14.4M | 0.00% | +718,155 | New |
| Decheng Capital LLC | 692,050 | $13.9M | 2.10% | 00.0% | Unchanged |
| Almitas Capital LLC | 577,807 | $11.6M | 2.62% | 00.0% | Unchanged |
| Foresite Capital Management V, LLC | 477,078 | $9.57M | 3.53% | 00.0% | Unchanged |
| Millennium Management LLC | 458,905 | $9.21M | 0.01% | +400,254+682.4% | Added |
| Citadel Advisors LLC | 381,462 | $7.65M | 0.01% | +56,761+17.5% | Added |
| venBio Partners LLC | 337,697 | $6.77M | 2.41% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 310,198 | $6.22M | 0.01% | +159,182+105.4% | Added |
| Alphabet Inc. | 293,256 | $5.88M | 0.15% | 00.0% | Unchanged |
| BlackRock, Inc. | 191,820 | $3.85M | 0.00% | +9,983+5.5% | Added |
| Geode Capital Management, LLC | 166,980 | $3.35M | 0.00% | +3,983+2.4% | Added |
| Marshall Wace, LLP | 148,516 | $2.98M | 0.00% | +75,201+102.6% | Added |
| Renaissance Technologies LLC | 116,411 | $2.34M | 0.00% | +76,921+194.8% | Added |
| Goldman Sachs Group Inc | 114,491 | $2.30M | 0.00% | +17,816+18.4% | Added |
| Velan Capital Investment Management LP | 102,000 | $2.05M | 1.28% | +102,000 | New |
| MIC Capital Management UK LLP | 87,028 | $1.75M | 0.50% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 86,925 | $1.74M | 0.00% | +86,925 | New |
| Charles Schwab Investment Management Inc | 85,971 | $1.72M | 0.00% | +548+0.6% | Added |
| Opaleye Management Inc. | 79,097 | $1.59M | 0.21% | +79,097 | New |
| State Street Corp | 72,522 | $1.45M | 0.00% | +21,050+40.9% | Added |
| Jane Street Group, LLC | 63,893 | $1.28M | 0.00% | +51,484+414.9% | Added |
| Morgan Stanley | 56,151 | $1.13M | 0.00% | +13,202+30.7% | Added |
| Qube Research & Technologies Ltd | 55,110 | $1.11M | 0.00% | +46,059+508.9% | Added |
| Dimensional Fund Advisors LP | 47,888 | $959.0K | 0.00% | +47,888 | New |
| RBF Capital, LLC | 44,094 | $884.5K | 0.04% | −30,491−40.9% | Reduced |
| Ikarian Capital, LLC | 41,081 | $824.1K | 0.12% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 39,916 | $800.7K | 0.01% | +39,916 | New |
| Bank of America Corp | 33,321 | $668.4K | 0.00% | +25,276+314.2% | Added |
| UBS Group AG | 31,814 | $638.2K | 0.00% | +18,611+141.0% | Added |
| Northern Trust Corp | 30,280 | $607.4K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 29,411 | $590.0K | 0.00% | −2,700−8.4% | Reduced |
| Vanguard Portfolio Management LLC | 23,015 | $461.7K | 0.00% | +23,015 | New |
| Walleye Capital LLC | 22,207 | $445.5K | 0.00% | +22,207 | New |
| Point72 Asset Management, L.P. | 21,292 | $427.1K | 0.00% | +9,812+85.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 20,800 | $417.2K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 20,123 | $403.7K | 0.01% | +20,123 | New |
| Squarepoint Ops LLC | 19,294 | $387.0K | 0.00% | +19,294 | New |
| Bridgeway Capital Management, LLC | 18,000 | $361.1K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 15,971 | $320.4K | 0.00% | +15,971 | New |
| Brevan Howard Capital Management LP | 13,435 | $269.5K | 0.00% | +13,435 | New |
| Price T Rowe Associates Inc | 13,128 | $264.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,585 | $232.4K | 0.00% | −4,031−25.8% | Reduced |
| Citigroup Inc | 5,912 | $118.6K | 0.00% | +1,679+39.7% | Added |
| Vanguard Global Advisers, LLC | 5,165 | $103.6K | 0.00% | +5,165 | New |
| China Universal Asset Management Co., Ltd. | 3,770 | $75.6K | 0.01% | +313+9.1% | Added |
| SC China Holding Ltd | 152,299 | $73.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,097 | $42.1K | 0.00% | −1,073−33.8% | Reduced |
| FMR LLC | 1,823 | $36.6K | 0.00% | −6−0.3% | Reduced |
| Barclays PLC | 1,671 | $33.5K | 0.00% | −14,296−89.5% | Reduced |
| JPMorgan Chase & Co | 1,468 | $28.3K | 0.00% | −148−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,301 | $26.1K | 0.00% | +107+9.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,108 | $22.2K | 0.00% | +77+7.5% | Added |
| Jones Financial Companies LLLP | 1,025 | $20.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 693 | $13.9K | 0.00% | +656+1,773.0% | Added |
| IFP Advisors, Inc | 648 | $13.0K | 0.00% | +648 | New |
| Advisors Asset Management, Inc. | 567 | $11.4K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 470 | $9.43K | 0.00% | +54+13.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 447 | $8.97K | 0.00% | +447 | New |
| Royal Bank of Canada | 251 | $6.00K | 0.00% | +227+945.8% | Added |
| Seneschal Advisors, LLC | 126 | $2.53K | 0.00% | +126 | New |
| Wells Fargo & Company | 125 | $2.51K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 124 | $2.49K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 100 | $2.01K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $2.01K | 0.00% | +100 | New |
| US Bancorp | 58 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $923 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $863 | 0.00% | +43 | New |
| GAMMA Investing LLC | 35 | $702 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25 | $502 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2 | $40 | 0.00% | −18−90.0% | Reduced |
| Invesco Ltd. | 0 | $0 | 0.00% | −98,649−100.0% | Sold out |
| Johnson & Johnson | 0 | $0 | 0.00% | −54,887−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,516−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −7,858−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −7,617−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −6,834−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| MWG Caph Ltd | – | – | – | – | Not filed |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |