Lyell ImmunopharmaLYEL
13F holders, Q4 2025 (December 31)68holders +11
13new positions
4sold out
4famous investors
$30.71avg. 13F price*
At the end of Q4 2025, 68 institutions reported holding Lyell Immunopharma Inc. (LYEL) in their 13F filings, up 11 from Q3 2025. 13 opened new positions and 4 sold out. The largest holders were ARCH Venture Management, LLC ($84.9M), GSK plc ($46.6M) and MWG Caph Ltd ($31.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Lyell Immunopharma Inc.
- CUSIP
- 55083R203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $10.5M |
| Exits | 4 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 620,682 shares bought and 370,092 shares sold, net +250,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| ARCH Venture Management, LLC | 13.03% | No change | 2,759,072 | $84.9M |
| GSK plc | 5.83% | — | 1,512,659 | $46.6M |
| MWG Caph Ltd | 42.88% | — | 1,008,116 | $31.0M |
| Vanguard Group Inc. | 0.00% | Add +6.1% | 826,430 | $25.4M |
| Foresite Capital Management IV, LLC | 10.72% | No change | 800,399 | $24.6M |
| Orland Properties Ltd | 4.35% | No change | 754,698 | $23.2M |
| Almitas Capital LLC | 3.93% | No change | 577,807 | $17.8M |
| Foresite Capital Management V, LLC | 8.93% | No change | 477,078 | $14.7M |
| venBio Partners LLC | 4.81% | Reduce -28.7% | 337,697 | $10.4M |
| Citadel Advisors | 0.01% | Reduce -4.4% | 324,701 | $10.0M |
| Alphabet Inc. | 0.35% | No change | 293,256 | $9.0M |
| BlackRock, Inc. | 0.00% | Add +2.9% | 181,837 | $5.6M |
| Geode Capital Management, LLC | 0.00% | Add +25.1% | 162,997 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +834.6% | 151,016 | $4.6M |
| HSG Holding Ltd | 0.21% | No change | 152,299 | $3.9M |
| Invesco Ltd. | 0.00% | New | 98,649 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 96,675 | $3.0M |
| MIC Capital Management UK LLP | 0.61% | No change | 87,028 | $2.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.4% | 85,423 | $2.6M |
| RBF Capital, LLC | 0.10% | Reduce -22.0% | 74,585 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 73,315 | $2.3M |
| Millennium Management | 0.00% | Reduce -53.2% | 58,651 | $1.8M |
| Johnson & Johnson | 0.30% | No change | 54,887 | $1.7M |
| State Street Corp. | 0.00% | Add +52.5% | 51,472 | $1.6M |
| Morgan Stanley | 0.00% | Add +16.0% | 42,949 | $1.3M |
| Ikarian Capital, LLC | 0.16% | Reduce -6.2% | 41,081 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -38.3% | 39,490 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +9.2% | 32,111 | $988K |
| Northern Trust Corp. | 0.00% | Add +7.7% | 30,280 | $932K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 20,800 | $640K |
| Clarius Group, LLC | 0.04% | No change | 19,958 | $614K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 18,000 | $554K |
| Barclays PLC | 0.00% | Add +1239.5% | 15,967 | $491K |
| Two Sigma Investments, LP | 0.00% | Reduce -25.0% | 15,616 | $481K |
| UBS Group AG | 0.00% | Reduce -37.8% | 13,203 | $406K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 13,128 | $405K |
| Jane Street Group, LLC | 0.00% | New | 12,409 | $382K |
| Point72 Asset Management | 0.00% | New | 11,480 | $353K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -22.2% | 9,516 | $293K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,051 | $279K |
| ExodusPoint Capital Management, LP | 0.00% | New | 8,511 | $262K |
| Bank of America Corp. | 0.00% | Add +71.9% | 8,045 | $248K |
| Raymond James Financial Inc. | 0.00% | New | 7,900 | $243K |
| Advus Financial Partners, LLC | 0.06% | New | 7,858 | $242K |
| Candriam S.C.A. | 0.00% | New | 7,617 | $234K |
| BBR Partners, LLC | 0.01% | New | 6,834 | $210K |
| Citigroup Inc. | 0.00% | Add +311.0% | 4,233 | $130K |
| China Universal Asset Management Co., Ltd. | 0.01% | Add +2.7% | 3,457 | $106K |
| BNP Paribas Financial Markets | 0.00% | Add +793.0% | 3,170 | $98K |
| FMR LLC | 0.00% | Reduce -32.8% | 1,829 | $56K |
| Acadian Asset Management LLC | 0.00% | Reduce -85.5% | 1,657 | $51K |
| JPMorgan Chase & Co. | 0.00% | Add +229.8% | 1,616 | $50K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -35.7% | 1,194 | $37K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +38.8% | 1,031 | $32K |
| Jones Financial Companies LLLP | 0.00% | Reduce -48.8% | 1,025 | $32K |
| Advisors Asset Management, Inc. | 0.00% | No change | 567 | $17K |
| GF Fund Management Co. LTD. | 0.00% | Add +0.7% | 416 | $13K |
| Wells Fargo & Company | 0.00% | New | 125 | $4K |
| Osaic Holdings, Inc. | 0.00% | New | 124 | $4K |
| MAI Capital Management | 0.00% | No change | 100 | $3K |
| US Bancorp \de | 0.00% | No change | 58 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 46 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -77.2% | 37 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 35 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -99.4% | 24 | $1K |
| Daiwa Securities Group Inc. | 0.00% | No change | 45 | $1K |
| Cwm, LLC | 0.00% | Reduce -52.4% | 20 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 25 | $770 |
"% of holder's portfolio" is LYEL's weight in each manager's 13F, not the share of Lyell Immunopharma Inc. the manager owns.