Lyell ImmunopharmaLYEL
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 57 institutions reported holding Lyell Immunopharma Inc. (LYEL) in their 13F filings, down 7 from Q2 2025. 7 opened new positions and 14 sold out. The largest holders were ARCH Venture Management, LLC ($44.8M), MWG Management Ltd. ($16.4M) and Foresite Capital Management IV, LLC ($13.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Lyell Immunopharma Inc.
- CUSIP
- 55083R203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $30.1M |
| Exits | 14 | $2.4M |
All 13F filers, Q2 2025 → Q3 2025: 3,455,240 shares bought and 623,939 shares sold, net +2,831,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| ARCH Venture Management, LLC | 9.10% | Add +51.5% | 2,759,072 | $44.8M |
| MWG Management Ltd. | 20.13% | New | 1,008,116 | $16.4M |
| Foresite Capital Management IV, LLC | 7.12% | No change | 800,399 | $13.0M |
| Vanguard Group Inc. | 0.00% | Add +76.0% | 779,004 | $12.7M |
| Orland Properties Ltd | 2.62% | New | 754,698 | $12.3M |
| Almitas Capital LLC | 2.15% | Reduce -0.4% | 577,807 | $9.4M |
| Foresite Capital Management V, LLC | 7.12% | Add +17.3% | 477,078 | $7.7M |
| venBio Partners LLC | 4.36% | No change | 473,479 | $7.7M |
| Citadel Advisors | 0.00% | Add +25.1% | 339,491 | $5.5M |
| Alphabet Inc. | 0.20% | No change | 293,256 | $4.8M |
| BlackRock, Inc. | 0.00% | Add +22.1% | 176,806 | $2.9M |
| Geode Capital Management, LLC | 0.00% | Add +26.1% | 130,257 | $2.1M |
| Millennium Management | 0.00% | Add +140.0% | 125,361 | $2.0M |
| RBF Capital, LLC | 0.07% | Reduce -4.4% | 95,631 | $1.6M |
| MIC Capital Management UK LLP | 0.28% | No change | 87,028 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +29.3% | 79,510 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -4.8% | 63,990 | $1.0M |
| Johnson & Johnson | 0.18% | New | 54,887 | $891K |
| Orbimed Advisors LLC | 0.02% | No change | 51,727 | $840K |
| Ikarian Capital, LLC | 0.14% | No change | 43,799 | $711K |
| Morgan Stanley | 0.00% | Add +44.1% | 37,020 | $601K |
| State Street Corp. | 0.00% | Reduce -0.3% | 33,752 | $548K |
| Canada Pension Plan Investment Board | 0.00% | No change | 29,411 | $478K |
| Northern Trust Corp. | 0.00% | Add +50.9% | 28,128 | $457K |
| UBS Group AG | 0.00% | Reduce -17.1% | 21,242 | $345K |
| Two Sigma Investments, LP | 0.00% | Add +107.0% | 20,827 | $338K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -4.2% | 20,800 | $338K |
| Clarius Group, LLC | 0.02% | Add +4.3% | 19,958 | $324K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 18,000 | $292K |
| Susquehanna International Group, LLP | 0.00% | New | 16,159 | $262K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -95.7% | 13,128 | $214K |
| Boothbay Fund Management, LLC | 0.01% | No change | 12,234 | $199K |
| Acadian Asset Management LLC | 0.00% | Reduce -58.4% | 11,390 | $184K |
| Trexquant Investment LP | 0.00% | New | 10,275 | $167K |
| Rangeley Capital, LLC | 0.16% | New | 10,000 | $162K |
| Bank of America Corp. | 0.00% | Reduce -80.3% | 4,679 | $76K |
| HSG Holding Ltd | 0.00% | No change | 152,299 | $73K |
| Royal Bank of Canada | 0.00% | Add +16648.0% | 4,187 | $68K |
| China Universal Asset Management Co., Ltd. | 0.00% | Add +13.5% | 3,367 | $55K |
| FMR LLC | 0.00% | Reduce -11.5% | 2,722 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.7% | 1,858 | $30K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,000 | $26K |
| Barclays PLC | 0.00% | Add +3.2% | 1,192 | $19K |
| Citigroup Inc. | 0.00% | Reduce -49.9% | 1,030 | $17K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +30.4% | 743 | $12K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.4% | 567 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.5% | 490 | $8K |
| GF Fund Management Co. LTD. | 0.00% | New | 413 | $7K |
| BNP Paribas Financial Markets | 0.00% | Add +0.6% | 355 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -45.6% | 162 | $2K |
| MAI Capital Management | 0.00% | No change | 100 | $2K |
| Daiwa Securities Group Inc. | 0.00% | No change | 45 | $1K |
| Cwm, LLC | 0.00% | Reduce -89.9% | 42 | $1K |
| US Bancorp \de | 0.00% | No change | 58 | $942 |
| GAMMA Investing LLC | 0.00% | No change | 35 | $568 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 25 | $406 |
| IFP Advisors, Inc | 0.00% | Reduce -66.7% | 1 | $16 |
"% of holder's portfolio" is LYEL's weight in each manager's 13F, not the share of Lyell Immunopharma Inc. the manager owns.