Latest Period
Q1 2026
Security Snapshot
Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL) Institutional Ownership
CUSIP: 55083R203
13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026
Institutions Reporting
72
Shares (Excl. Options)
11,822,221
Price
$20.06
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- Security type / class
- Equity / Common Stock, par value $0.0001
- Symbol
- LYEL on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 11,822,221
- Total 13F value
- $237,153,646
- Portfolio coverage rank
- 0%
- Share change
- +1,591,310
- Value change
- +$29,823,998
- Number of holders
- 72
- Shares outstanding
- 19,139,684
- SEC-reported price per share
- $20.06
- Insider filing price
- $20.06
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- LYEL - Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 is tracked under CUSIP 55083R203.
- 72 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 67 to 72 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $350,313,783 to $237,153,646.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 72 institutions filings for Q1 2026.
Security key
55083R203
Latest holder period
Q1 2026
13F holders
72
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
LYEL full holder history
Lyell Immunopharma, Inc. SEC filings
Lyell Immunopharma, Inc. company facts
Lyell Immunopharma, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 55083R203:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
LYEL
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| ARCH Venture Fund IX, L.P. | 13% | $44,807,053 | 2,759,072 | ARCH Venture Fund IX, L.P. | 30 Sep 2025 | |||
| Innovative Cellular Therapeutics Holdings Ltd | 9.8% | $30,855,810 | 1,900,000 | Innovative Cellular Therapeutics Holdings Ltd | 06 Nov 2025 | |||
| Foresite Capital Fund IV, L.P. | 7.6% | $23,622,818 | 1,454,616 | James B. Tananbaum | 30 Sep 2025 | |||
| Gates Frontier, LLC | 5.6% | $10,628,242 | 1,040,964 | Gates Frontier, LLC | 25 Jul 2025 | |||
| NEWTON (PTC) Ltd | 3.9% | $12,256,220 | 754,698 | Newton (PTC) Limited | 30 Sep 2025 |
As of 31 Mar 2026, 72 institutional investors reported holding 11,822,221 shares of Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL). This represents 62% of the company’s total 19,139,684 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
59%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | 17% | 3,247,162 | +18% | 9.6% | $65,138,070 |
| GSK plc | 7.9% | 1,512,659 | 0% | 5.1% | $30,343,940 |
| Foresite Capital Management IV, LLC | 4.2% | 800,399 | 0% | 6.8% | $16,056,004 |
| Orland Properties Ltd | 3.9% | 754,698 | 0% | 5.7% | $15,139,242 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 718,155 | 0% | 0% | $14,406,189 |
| Almitas Capital LLC | 3% | 577,807 | 0% | 2.6% | $11,590,808 |
| Foresite Capital Management V, LLC | 2.5% | 477,078 | 0% | 3.5% | $9,570,185 |
| MILLENNIUM MANAGEMENT LLC | 2.4% | 458,905 | +682% | 0.01% | $9,205,634 |
| CITADEL ADVISORS LLC | 2% | 381,462 | +17% | 0.01% | $7,652,128 |
| venBio Partners LLC | 1.8% | 337,697 | 0% | 2.4% | $6,774,202 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6% | 310,198 | +105% | 0.01% | $6,222,572 |
| Alphabet Inc. | 1.5% | 293,256 | 0% | 0.15% | $5,882,715 |
| BlackRock, Inc. | 1% | 191,820 | +5.5% | 0% | $3,847,910 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.87% | 166,980 | +2.4% | 0% | $3,351,556 |
| MARSHALL WACE, LLP | 0.78% | 148,516 | +103% | 0% | $2,979,230 |
| RENAISSANCE TECHNOLOGIES LLC | 0.61% | 116,411 | +195% | 0% | $2,335,205 |
| GOLDMAN SACHS GROUP INC | 0.6% | 114,491 | +18% | 0% | $2,296,689 |
| Velan Capital Investment Management LP | 0.53% | 102,000 | 1.3% | $2,046,120 | |
| MIC Capital Management UK LLP | 0.45% | 87,028 | 0% | 0.5% | $1,745,782 |
| VANGUARD FIDUCIARY TRUST CO | 0.45% | 86,925 | 0% | 0% | $1,743,716 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.45% | 85,971 | +0.64% | 0% | $1,724,578 |
| Opaleye Management Inc. | 0.41% | 79,097 | 0.22% | $1,586,686 | |
| STATE STREET CORP | 0.38% | 72,522 | +41% | 0% | $1,454,791 |
| JANE STREET GROUP, LLC | 0.33% | 63,893 | +415% | 0% | $1,281,694 |
| MORGAN STANLEY | 0.29% | 56,151 | +31% | 0% | $1,126,389 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q1 2026
Rows shown
1-4 of 4
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 11,822,221 | $237,153,646 | +$29,823,998 | $20.06 | 72 |
| 2025 Q4 | 11,405,527 | $350,313,783 | +$8,387,255 | $30.78 | 67 |
| 2025 Q3 | 9,497,771 | $154,237,794 | +$48,003,669 | $16.24 | 56 |
| 2025 Q2 | 6,818,719 | $60,295,418 | +$60,292,297 | $8.84 | 62 |