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, Q2 2026
Institutional positions in Lyell Immunopharma, Inc. as of Jun 30, 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
- 87
- +14 vs. Q1 2026
- Shares held
- 12.7M
- +7.84K (+0.1%) vs. Q1 2026
- Total value
- $178.0M
- −$73.1M (−29.1%) vs. Q1 2026
- New holders
- 23
- 28 more added
- Sold out
- 9
- 19 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lyell Immunopharma, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 20 | $281 | 0.00% | +20 | New |
| Nisa Investment Advisors, LLC | 25 | $351 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35 | $492 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $646 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 58 | $815 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 68 | $955 | 0.00% | +68 | New |
| Group One Trading, L.P. | 88 | $1.24K | 0.00% | −12−12.0% | Reduced |
| Quarry LP | 179 | $2.52K | 0.00% | +179 | New |
| Sterling Capital Management LLC | 190 | $2.67K | 0.00% | +190 | New |
| Simplex Trading, LLC | 226 | $3.17K | 0.00% | −467−67.4% | Reduced |
| Truvestments Capital LLC | 300 | $4.21K | 0.00% | +300 | New |
| GF Fund Management Co. Ltd. | 452 | $6.35K | 0.00% | −18−3.8% | Reduced |
| Royal Bank of Canada | 742 | $10.0K | 0.00% | +491+195.6% | Added |
| Russell Investments Group, Ltd. | 752 | $10.6K | 0.00% | +752 | New |
| Jones Financial Companies LLLP | 1,025 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 854 | $12.0K | 0.00% | +854 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 905 | $12.7K | 0.00% | +458+102.5% | Added |
| Legal & General Group Plc | 917 | $12.9K | 0.00% | +917 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,044 | $14.7K | 0.00% | −64−5.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,364 | $19.2K | 0.00% | +63+4.8% | Added |
| FMR LLC | 2,151 | $30.2K | 0.00% | +328+18.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,446 | $48.4K | 0.00% | +3,446 | New |
| China Universal Asset Management Co., Ltd. | 3,714 | $52.2K | 0.00% | −56−1.5% | Reduced |
| New York State Common Retirement Fund | 4,100 | $57.6K | 0.00% | +4,100 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,333 | $60.9K | 0.00% | +4,333 | New |
| JPMorgan Chase & Co | 4,796 | $61.1K | 0.00% | +3,328+226.7% | Added |
| Barclays PLC | 4,715 | $66.2K | 0.00% | +3,044+182.2% | Added |
| Citigroup Inc | 5,025 | $70.6K | 0.00% | −887−15.0% | Reduced |
| Vanguard Global Advisers, LLC | 5,165 | $72.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,845 | $110.2K | 0.00% | +5,748+274.1% | Added |
| Wells Fargo & Company | 8,005 | $112.5K | 0.00% | +7,880+6,304.0% | Added |
| Deutsche Bank AG | 9,188 | $129.1K | 0.00% | +9,188 | New |
| Los Angeles Capital Management LLC | 9,505 | $133.5K | 0.00% | +9,505 | New |
| Walleye Capital LLC | 10,451 | $146.8K | 0.00% | −11,756−52.9% | Reduced |
| Bank of America Corp | 10,871 | $152.7K | 0.00% | −22,450−67.4% | Reduced |
| Brevan Howard Capital Management LP | 11,557 | $162.4K | 0.00% | −1,878−14.0% | Reduced |
| Graham Capital Management, L.P. | 11,602 | $163.0K | 0.00% | +11,602 | New |
| Nuveen, LLC | 12,595 | $177.0K | 0.00% | +12,595 | New |
| Invesco Ltd. | 13,914 | $195.5K | 0.00% | +13,914 | New |
| Rhumbline Advisers | 15,462 | $217.2K | 0.00% | +15,462 | New |
| Allspring Global Investments Holdings, LLC | 16,145 | $226.8K | 0.00% | +16,145 | New |
| Susquehanna Portfolio Strategies, LLC | 17,875 | $251.1K | 0.00% | −2,925−14.1% | Reduced |
| Bridgeway Capital Management, LLC | 18,000 | $252.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,695 | $262.7K | 0.00% | −362,767−95.1% | Reduced |
| EntryPoint Capital, LLC | 19,410 | $272.7K | 0.07% | +19,410 | New |
| Clearstead Advisors, LLC | 19,958 | $280.4K | 0.00% | −19,958−50.0% | Reduced |
| Jump Financial, LLC | 21,956 | $308.5K | 0.00% | +1,833+9.1% | Added |
| American Century Companies Inc | 24,540 | $344.8K | 0.00% | +8,569+53.7% | Added |
| Bank of New York Mellon Corp | 24,673 | $346.7K | 0.00% | +24,673 | New |
| UBS Group AG | 25,982 | $365.0K | 0.00% | −5,832−18.3% | Reduced |
| Point72 Asset Management, L.P. | 26,080 | $366.4K | 0.00% | +4,788+22.5% | Added |
| Gsa Capital Partners LLP | 26,225 | $368.0K | 0.02% | +26,225 | New |
| Canada Pension Plan Investment Board | 29,411 | $413.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 30,657 | $431.0K | 0.00% | +17,529+133.5% | Added |
| HRT Financial LP | 36,575 | $513.0K | 0.00% | +36,575 | New |
| Morgan Stanley | 37,050 | $520.6K | 0.00% | −19,101−34.0% | Reduced |
| Ikarian Capital, LLC | 41,081 | $577.2K | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 42,322 | $594.6K | 0.00% | +23,028+119.4% | Added |
| Jane Street Group, LLC | 46,011 | $646.5K | 0.00% | −17,882−28.0% | Reduced |
| Two Sigma Investments, LP | 52,927 | $743.6K | 0.00% | +41,342+356.9% | Added |
| Acadian Asset Management LLC | 59,748 | $836.0K | 0.00% | +59,748 | New |
| Dimensional Fund Advisors LP | 68,315 | $957.1K | 0.00% | +20,427+42.7% | Added |
| Goldman Sachs Group Inc | 86,779 | $1.22M | 0.00% | −27,712−24.2% | Reduced |
| MIC Capital Management UK LLP | 87,028 | $1.22M | 0.31% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 91,891 | $1.29M | 0.00% | +68,876+299.3% | Added |
| Vanguard Fiduciary Trust Co | 93,095 | $1.31M | 0.00% | +6,170+7.1% | Added |
| Velan Capital Investment Management LP | 105,000 | $1.48M | 0.90% | +3,000+2.9% | Added |
| Marshall Wace, LLP | 106,300 | $1.49M | 0.00% | −42,216−28.4% | Reduced |
| Charles Schwab Investment Management Inc | 107,570 | $1.51M | 0.00% | +21,599+25.1% | Added |
| Qube Research & Technologies Ltd | 110,531 | $1.55M | 0.00% | +55,421+100.6% | Added |
| Northern Trust Corp | 118,500 | $1.66M | 0.00% | +88,220+291.3% | Added |
| Renaissance Technologies LLC | 130,190 | $1.83M | 0.00% | +13,779+11.8% | Added |
| SC China Holding Ltd | 152,299 | $2.14M | 0.18% | 00.0% | Unchanged |
| State Street Corp | 185,322 | $2.60M | 0.00% | +112,800+155.5% | Added |
| Alphabet Inc. | 293,256 | $4.12M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 310,636 | $4.37M | 0.00% | +143,656+86.0% | Added |
| venBio Partners LLC | 337,697 | $4.74M | 0.91% | 00.0% | Unchanged |
| Opaleye Management Inc. | 344,025 | $4.83M | 0.44% | +264,928+334.9% | Added |
| Millennium Management LLC | 367,473 | $5.16M | 0.00% | −91,432−19.9% | Reduced |
| Foresite Capital Management V, LLC | 476,386 | $6.69M | 1.85% | −692−0.1% | Reduced |
| Almitas Capital LLC | 581,407 | $8.17M | 1.96% | +3,600+0.6% | Added |
| Decheng Capital LLC | 692,050 | $9.72M | 1.33% | 00.0% | Unchanged |
| BlackRock, Inc. | 724,342 | $10.2M | 0.00% | +532,522+277.6% | Added |
| Orland Properties Ltd | 754,698 | $10.6M | 5.25% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 786,774 | $11.1M | 0.00% | +68,619+9.6% | Added |
| GSK plc | 1,512,659 | $21.3M | 3.53% | 00.0% | Unchanged |
| ARCH Venture Management, LLC | 3,247,162 | $45.5M | 4.14% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 0 | $0 | 0.00% | −800,399−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −310,198−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −44,094−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Seneschal Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |