Lyell ImmunopharmaLYEL

13F holders, Q2 2025 (June 30)
6holders −106
1new positions
51sold out
$8.84avg. 13F price*

At the end of Q2 2025, 6 institutions reported holding Lyell Immunopharma Inc. (LYEL) in their 13F filings, down 106 from Q1 2025. 1 opened new positions and 51 sold out. The largest holders were MWG Management Ltd. ($8.9M), Orland Properties Ltd ($6.7M) and Decheng Capital LLC ($5.3M).

Company
Lyell Immunopharma Inc.
CUSIP
55083R104
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 127Q1 2024Q2 2024: 120Q2 2024Q3 2024: 117Q3 2024Q4 2024: 105Q4 2024Q1 2025: 112Q1 2025Q2 2025: 6Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$28
Exits51$2.6M

All 13F filers, Q1 2025 → Q2 2025: 63 shares bought and 241,841 shares sold, net −241,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

MWG Management Ltd. 17.17% No change 1,008,116 $8.9M
Orland Properties Ltd 2.83% No change 754,698 $6.7M
Decheng Capital LLC 1.33% No change 595,466 $5.3M
Johnson & Johnson 0.11% No change 41,165 $368K
Takeda Pharmaceutical Co. Ltd. 1.86% No change 41,165 $364K
IFP Advisors, Inc 0.00% New 63 $28

"% of holder's portfolio" is LYEL's weight in each manager's 13F, not the share of Lyell Immunopharma Inc. the manager owns.