Lyell ImmunopharmaLYEL
13F holders, Q2 2026 (June 30)86holders +13
23new positions
9sold out
4famous investors
$14.04avg. 13F price*
At the end of Q2 2026, 86 institutions reported holding Lyell Immunopharma Inc. (LYEL) in their 13F filings, up 13 from Q1 2026. 23 opened new positions and 9 sold out. The largest holders were ARCH Venture Management, LLC ($45.5M), GSK plc ($21.3M) and Vanguard Capital Management LLC ($11.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Lyell Immunopharma Inc.
- CUSIP
- 55083R203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $3.8M |
| Exits | 9 | $23.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,792,247 shares bought and 1,784,404 shares sold, net +7,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| ARCH Venture Management, LLC | 4.14% | No change | 3,247,162 | $45.5M |
| GSK plc | 3.53% | No change | 1,512,659 | $21.3M |
| Vanguard Capital Management LLC | 0.00% | Add +9.6% | 786,774 | $11.1M |
| Orland Properties Ltd | 5.25% | No change | 754,698 | $10.6M |
| BlackRock, Inc. | 0.00% | Add +277.6% | 724,342 | $10.2M |
| Almitas Capital LLC | 1.96% | Add +0.6% | 581,407 | $8.2M |
| Foresite Capital Management V, LLC | 1.85% | Reduce -0.1% | 476,386 | $6.7M |
| Millennium Management | 0.00% | Reduce -19.9% | 367,473 | $5.2M |
| Opaleye Management Inc. | 0.44% | Add +334.9% | 344,025 | $4.8M |
| venBio Partners LLC | 0.91% | No change | 337,697 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Add +86.0% | 310,636 | $4.4M |
| Alphabet Inc. | 0.00% | No change | 293,256 | $4.1M |
| State Street Corp. | 0.00% | Add +155.5% | 185,322 | $2.6M |
| HSG Holding Ltd | 0.18% | No change | 152,299 | $2.1M |
| Renaissance Technologies | 0.00% | Add +11.8% | 130,190 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +291.4% | 118,500 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +100.6% | 110,531 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +25.1% | 107,570 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -28.4% | 106,300 | $1.5M |
| Velan Capital Investment Management LP | 0.90% | Add +2.9% | 105,000 | $1.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +7.1% | 93,095 | $1.3M |
| Vanguard Portfolio Management LLC | 0.00% | Add +299.3% | 91,891 | $1.3M |
| MIC Capital Management UK LLP | 0.31% | No change | 87,028 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.2% | 86,779 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +42.7% | 68,315 | $957K |
| Acadian Asset Management LLC | 0.00% | New | 59,748 | $836K |
| Two Sigma Investments, LP | 0.00% | Add +356.9% | 52,927 | $744K |
| Jane Street Group, LLC | 0.00% | Reduce -28.0% | 46,011 | $646K |
| Squarepoint Ops LLC | 0.00% | Add +119.3% | 42,322 | $595K |
| Ikarian Capital, LLC | 0.09% | No change | 41,081 | $577K |
| Morgan Stanley | 0.00% | Reduce -34.0% | 37,050 | $521K |
| HRT Financial LP | 0.00% | New | 36,575 | $513K |
| T. Rowe Price Associates Inc. | 0.00% | Add +133.5% | 30,657 | $431K |
| Canada Pension Plan Investment Board | 0.00% | No change | 29,411 | $413K |
| Gsa Capital Partners LLP | 0.02% | New | 26,225 | $368K |
| Point72 Asset Management | 0.00% | Add +22.5% | 26,080 | $366K |
| UBS Group AG | 0.00% | Reduce -18.3% | 25,982 | $365K |
| Bank of New York Mellon Corp | 0.00% | New | 24,673 | $347K |
| American Century Companies Inc. | 0.00% | Add +53.6% | 24,540 | $345K |
| Jump Financial, LLC | 0.00% | Add +9.1% | 21,956 | $308K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.0% | 19,958 | $280K |
| EntryPoint Capital, LLC | 0.07% | New | 19,410 | $273K |
| Citadel Advisors | 0.00% | Reduce -95.1% | 18,695 | $263K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 18,000 | $253K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -14.1% | 17,875 | $251K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 16,145 | $227K |
| Rhumbline Advisers | 0.00% | New | 15,462 | $217K |
| Invesco Ltd. | 0.00% | New | 13,914 | $195K |
| Nuveen, LLC | 0.00% | New | 12,595 | $177K |
| Graham Capital Management, L.P. | 0.01% | New | 11,602 | $163K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -14.0% | 11,557 | $162K |
| Bank of America Corp. | 0.00% | Reduce -67.4% | 10,871 | $153K |
| Walleye Capital LLC | 0.00% | Reduce -52.9% | 10,451 | $147K |
| Los Angeles Capital Management LLC | 0.00% | New | 9,505 | $134K |
| Deutsche Bank AG | 0.00% | New | 9,188 | $129K |
| Wells Fargo & Company | 0.00% | Add +6304.0% | 8,005 | $112K |
| BNP Paribas Financial Markets | 0.00% | Add +274.1% | 7,845 | $110K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 5,165 | $73K |
| Citigroup Inc. | 0.00% | Reduce -15.0% | 5,025 | $71K |
| Barclays PLC | 0.00% | Add +182.2% | 4,715 | $66K |
| JPMorgan Chase & Co. | 0.00% | Add +226.7% | 4,796 | $61K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 4,333 | $61K |
| New York State Common Retirement Fund | 0.00% | New | 4,100 | $58K |
| China Universal Asset Management Co., Ltd. | 0.00% | Reduce -1.5% | 3,714 | $52K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 3,446 | $48K |
| FMR LLC | 0.00% | Add +18.0% | 2,151 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4.8% | 1,364 | $19K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.8% | 1,044 | $15K |
| Legal & General Group Plc | 0.00% | New | 917 | $13K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +102.5% | 905 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 854 | $12K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,025 | $12K |
| Russell Investments Group, Ltd. | 0.00% | New | 752 | $11K |
| Royal Bank of Canada | 0.00% | Add +195.6% | 742 | $10K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -3.8% | 452 | $6K |
| Truvestments Capital LLC | 0.00% | New | 300 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -67.4% | 226 | $3K |
| Sterling Capital Management LLC | 0.00% | New | 190 | $3K |
| Quarry LP | 0.00% | New | 179 | $3K |
| Group One Trading LLC | 0.00% | Reduce -12.0% | 88 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 68 | $955 |
| US Bancorp \de | 0.00% | No change | 58 | $815 |
| Cornerstone Financial Management LLC | 0.00% | No change | 46 | $646 |
| GAMMA Investing LLC | 0.00% | No change | 35 | $492 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 25 | $351 |
| Optiver Holding B.V. | 0.00% | New | 20 | $281 |
"% of holder's portfolio" is LYEL's weight in each manager's 13F, not the share of Lyell Immunopharma Inc. the manager owns.