Lyell ImmunopharmaLYEL
13F holders, Q1 2026 (March 31)73holders +5
14new positions
10sold out
4famous investors
$19.81avg. 13F price*
At the end of Q1 2026, 73 institutions reported holding Lyell Immunopharma Inc. (LYEL) in their 13F filings, up 5 from Q4 2025. 14 opened new positions and 10 sold out. The largest holders were ARCH Venture Management, LLC ($65.1M), GSK plc ($30.3M) and Foresite Capital Management IV, LLC ($16.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.2M |
| Exits | 10 | $6.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,838,641 shares bought and 256,237 shares sold, net +1,582,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| ARCH Venture Management, LLC | 9.62% | Add +17.7% | 3,247,162 | $65.1M |
| GSK plc | 5.06% | No change | 1,512,659 | $30.3M |
| Foresite Capital Management IV, LLC | 6.77% | No change | 800,399 | $16.1M |
| Orland Properties Ltd | 5.67% | No change | 754,698 | $15.1M |
| Vanguard Capital Management LLC | 0.00% | — | 718,155 | $14.4M |
| Almitas Capital LLC | 2.62% | No change | 577,807 | $11.6M |
| Foresite Capital Management V, LLC | 3.53% | No change | 477,078 | $9.6M |
| Millennium Management | 0.01% | Add +682.4% | 458,905 | $9.2M |
| Citadel Advisors | 0.01% | Add +17.5% | 381,462 | $7.7M |
| venBio Partners LLC | 2.41% | No change | 337,697 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +105.4% | 310,198 | $6.2M |
| Alphabet Inc. | 0.15% | No change | 293,256 | $5.9M |
| BlackRock, Inc. | 0.00% | Add +5.5% | 191,820 | $3.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 166,980 | $3.4M |
| Marshall Wace, LLP | 0.00% | Add +102.6% | 148,516 | $3.0M |
| Renaissance Technologies | 0.00% | Add +194.8% | 116,411 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.4% | 114,491 | $2.3M |
| Velan Capital Investment Management LP | 1.28% | New | 102,000 | $2.0M |
| MIC Capital Management UK LLP | 0.50% | No change | 87,028 | $1.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 86,925 | $1.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.6% | 85,971 | $1.7M |
| Opaleye Management Inc. | 0.21% | New | 79,097 | $1.6M |
| State Street Corp. | 0.00% | Add +40.9% | 72,522 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +414.9% | 63,893 | $1.3M |
| Morgan Stanley | 0.00% | Add +30.7% | 56,151 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +508.9% | 55,110 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | New | 47,888 | $959K |
| RBF Capital, LLC | 0.04% | Reduce -40.9% | 44,094 | $885K |
| Ikarian Capital, LLC | 0.12% | No change | 41,081 | $824K |
| Clearstead Advisors, LLC | 0.01% | New | 39,916 | $801K |
| Bank of America Corp. | 0.00% | Add +314.2% | 33,321 | $668K |
| UBS Group AG | 0.00% | Add +141.0% | 31,814 | $638K |
| Northern Trust Corp. | 0.00% | No change | 30,280 | $607K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -8.4% | 29,411 | $590K |
| Vanguard Portfolio Management LLC | 0.00% | — | 23,015 | $462K |
| Walleye Capital LLC | 0.00% | New | 22,207 | $445K |
| Point72 Asset Management | 0.00% | Add +85.5% | 21,292 | $427K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 20,800 | $417K |
| Jump Financial, LLC | 0.01% | New | 20,123 | $404K |
| Squarepoint Ops LLC | 0.00% | New | 19,294 | $387K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 18,000 | $361K |
| American Century Companies Inc. | 0.00% | New | 15,971 | $320K |
| Brevan Howard Capital Management LP | 0.00% | New | 13,435 | $270K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 13,128 | $264K |
| Two Sigma Investments, LP | 0.00% | Reduce -25.8% | 11,585 | $232K |
| Citigroup Inc. | 0.00% | Add +39.7% | 5,912 | $119K |
| Vanguard Global Advisers, LLC | 0.00% | — | 5,165 | $104K |
| China Universal Asset Management Co., Ltd. | 0.01% | Add +9.1% | 3,770 | $76K |
| HSG Holding Ltd | 0.00% | No change | 152,299 | $73K |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.9% | 2,097 | $42K |
| FMR LLC | 0.00% | Reduce -0.3% | 1,823 | $37K |
| Barclays PLC | 0.00% | Reduce -89.5% | 1,671 | $34K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.2% | 1,468 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +9.0% | 1,301 | $26K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +7.5% | 1,108 | $22K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,025 | $20K |
| Simplex Trading, LLC | 0.00% | Add +1773.0% | 693 | $14K |
| IFP Advisors, Inc | 0.00% | New | 648 | $13K |
| Advisors Asset Management, Inc. | 0.00% | No change | 567 | $11K |
| GF Fund Management Co. LTD. | 0.00% | Add +13.0% | 470 | $9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 447 | $9K |
| Royal Bank of Canada | 0.00% | Add +945.8% | 251 | $6K |
| Seneschal Advisors, LLC | 0.00% | New | 126 | $3K |
| Wells Fargo & Company | 0.00% | No change | 125 | $3K |
| Osaic Holdings, Inc. | 0.00% | No change | 124 | $2K |
| Group One Trading LLC | 0.00% | New | 100 | $2K |
| MAI Capital Management | 0.00% | No change | 100 | $2K |
| US Bancorp \de | 0.00% | No change | 58 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 46 | $923 |
| Allworth Financial LP | 0.00% | New | 43 | $863 |
| GAMMA Investing LLC | 0.00% | No change | 35 | $702 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 25 | $502 |
| Cwm, LLC | 0.00% | Reduce -90.0% | 2 | $40 |
"% of holder's portfolio" is LYEL's weight in each manager's 13F, not the share of Lyell Immunopharma Inc. the manager owns.