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 |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $40 | 0.00% | −18−90.0% | Reduced |
| Nisa Investment Advisors, LLC | 25 | $502 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35 | $702 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $863 | 0.00% | +43 | New |
| Cornerstone Financial Management LLC | 46 | $923 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 58 | $1.16K | 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 |
| Advisor Group Holdings, Inc. | 124 | $2.49K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 125 | $2.51K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 126 | $2.53K | 0.00% | +126 | New |
| Royal Bank of Canada | 251 | $6.00K | 0.00% | +227+945.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 447 | $8.97K | 0.00% | +447 | New |
| GF Fund Management Co. Ltd. | 470 | $9.43K | 0.00% | +54+13.0% | Added |
| Advisors Asset Management, Inc. | 567 | $11.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 648 | $13.0K | 0.00% | +648 | New |
| Simplex Trading, LLC | 693 | $13.9K | 0.00% | +656+1,773.0% | Added |
| Jones Financial Companies LLLP | 1,025 | $20.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,108 | $22.2K | 0.00% | +77+7.5% | Added |
| Tower Research Capital LLC (TRC) | 1,301 | $26.1K | 0.00% | +107+9.0% | Added |
| JPMorgan Chase & Co | 1,468 | $28.3K | 0.00% | −148−9.2% | Reduced |
| Barclays PLC | 1,671 | $33.5K | 0.00% | −14,296−89.5% | Reduced |
| FMR LLC | 1,823 | $36.6K | 0.00% | −6−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,097 | $42.1K | 0.00% | −1,073−33.8% | Reduced |
| SC China Holding Ltd | 152,299 | $73.1K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 3,770 | $75.6K | 0.01% | +313+9.1% | Added |
| Vanguard Global Advisers, LLC | 5,165 | $103.6K | 0.00% | +5,165 | New |
| Citigroup Inc | 5,912 | $118.6K | 0.00% | +1,679+39.7% | Added |
| Two Sigma Investments, LP | 11,585 | $232.4K | 0.00% | −4,031−25.8% | Reduced |
| Price T Rowe Associates Inc | 13,128 | $264.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 13,435 | $269.5K | 0.00% | +13,435 | New |
| American Century Companies Inc | 15,971 | $320.4K | 0.00% | +15,971 | New |
| Bridgeway Capital Management, LLC | 18,000 | $361.1K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 19,294 | $387.0K | 0.00% | +19,294 | New |
| Jump Financial, LLC | 20,123 | $403.7K | 0.01% | +20,123 | New |
| Susquehanna Portfolio Strategies, LLC | 20,800 | $417.2K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 21,292 | $427.1K | 0.00% | +9,812+85.5% | Added |
| Walleye Capital LLC | 22,207 | $445.5K | 0.00% | +22,207 | New |
| Vanguard Portfolio Management LLC | 23,015 | $461.7K | 0.00% | +23,015 | New |
| Canada Pension Plan Investment Board | 29,411 | $590.0K | 0.00% | −2,700−8.4% | Reduced |
| Northern Trust Corp | 30,280 | $607.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 31,814 | $638.2K | 0.00% | +18,611+141.0% | Added |
| Bank of America Corp | 33,321 | $668.4K | 0.00% | +25,276+314.2% | Added |
| Clearstead Advisors, LLC | 39,916 | $800.7K | 0.01% | +39,916 | New |
| Ikarian Capital, LLC | 41,081 | $824.1K | 0.12% | 00.0% | Unchanged |
| RBF Capital, LLC | 44,094 | $884.5K | 0.04% | −30,491−40.9% | Reduced |
| Dimensional Fund Advisors LP | 47,888 | $959.0K | 0.00% | +47,888 | New |
| Qube Research & Technologies Ltd | 55,110 | $1.11M | 0.00% | +46,059+508.9% | Added |
| Morgan Stanley | 56,151 | $1.13M | 0.00% | +13,202+30.7% | Added |
| Jane Street Group, LLC | 63,893 | $1.28M | 0.00% | +51,484+414.9% | Added |
| State Street Corp | 72,522 | $1.45M | 0.00% | +21,050+40.9% | Added |
| Opaleye Management Inc. | 79,097 | $1.59M | 0.21% | +79,097 | New |
| Charles Schwab Investment Management Inc | 85,971 | $1.72M | 0.00% | +548+0.6% | Added |
| Vanguard Fiduciary Trust Co | 86,925 | $1.74M | 0.00% | +86,925 | New |
| MIC Capital Management UK LLP | 87,028 | $1.75M | 0.50% | 00.0% | Unchanged |
| Velan Capital Investment Management LP | 102,000 | $2.05M | 1.28% | +102,000 | New |
| Goldman Sachs Group Inc | 114,491 | $2.30M | 0.00% | +17,816+18.4% | Added |
| Renaissance Technologies LLC | 116,411 | $2.34M | 0.00% | +76,921+194.8% | Added |
| Marshall Wace, LLP | 148,516 | $2.98M | 0.00% | +75,201+102.6% | Added |
| Geode Capital Management, LLC | 166,980 | $3.35M | 0.00% | +3,983+2.4% | Added |
| BlackRock, Inc. | 191,820 | $3.85M | 0.00% | +9,983+5.5% | Added |
| Alphabet Inc. | 293,256 | $5.88M | 0.15% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 310,198 | $6.22M | 0.01% | +159,182+105.4% | Added |
| venBio Partners LLC | 337,697 | $6.77M | 2.41% | 00.0% | Unchanged |
| Citadel Advisors LLC | 381,462 | $7.65M | 0.01% | +56,761+17.5% | Added |
| Millennium Management LLC | 458,905 | $9.21M | 0.01% | +400,254+682.4% | Added |
| Foresite Capital Management V, LLC | 477,078 | $9.57M | 3.53% | 00.0% | Unchanged |
| Almitas Capital LLC | 577,807 | $11.6M | 2.62% | 00.0% | Unchanged |
| Decheng Capital LLC | 692,050 | $13.9M | 2.10% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 718,155 | $14.4M | 0.00% | +718,155 | New |
| Orland Properties Ltd | 754,698 | $15.1M | 5.67% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 800,399 | $16.1M | 6.77% | 00.0% | Unchanged |
| GSK plc | 1,512,659 | $30.3M | 5.06% | 00.0% | Unchanged |
| ARCH Venture Management, LLC | 3,247,162 | $65.1M | 9.62% | +488,090+17.7% | Added |
| 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 |