13F reference period
Q2 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 Q3 2026
Institutions Reporting
86
Shares (Excl. Options)
11.98M
Full value: 11,982,374 · shares · 30 Jun 2026Price
$14.05
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock, par value $0.0001
- Symbol
- LYEL on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 11,982,374
- Total 13F value
- $168,240,104
- Portfolio coverage rank
- 0%
- Share change
- +2,108
- Value change
- -$6,929,058
- Number of holders
- 86
- Shares outstanding
- 24,390,244
- SEC-reported price per share
- $8.27
- Insider filing price
- $8.27
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
Filing notes and source
Key facts
- LYEL - Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 is tracked under CUSIP 55083R203.
- 86 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 72 to 86 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$237.15M
Full value: $237,153,646 · USD · 31 Mar 2026.$168.24M
Full value: $168,240,104 · USD · 30 Jun 2026
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 86 institutions filings for Q2 2026.
Security key
55083R203
13F reference period
Q2 2026
13F holders
86
13D/G owners
4
CIK / CUSIP context first
Open Q2 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
4
Security
LYEL
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Innovative Cellular Therapeutics Holdings Ltd | 12% | +25% | $60,180,000 | +$22,066,000 | 3,000,000 | +58% | Innovative Cellular Therapeutics Holdings Limited | 18 May 2026 |
| ARCH Venture Fund IX, L.P. | 13% | $44,807,053 | 2,759,072 | ARCH Venture Fund IX, L.P. | 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 30 Jun 2026,
86
institutional investors reported holding
shares of
Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL).
This represents
49%
of the company’s total
outstanding shares.
11.98M
Full value: 11,982,374 · shares · 30 Jun 202624.39M
Full value: 24,390,244 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
46%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | 13% | 3,247,162 | 0% | 4.1% | $45,525,211 |
| GSK plc | 6.2% | 1,512,659 | 0% | 3.5% | $21,252,859 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2% | 786,774 | +9.6% | 0% | $11,054,175 |
| Orland Properties Ltd | 3.1% | 754,698 | 0% | 5.2% | $10,603,507 |
| BlackRock, Inc. | 3% | 724,342 | +278% | 0% | $10,177,005 |
| Almitas Capital LLC | 2.4% | 581,407 | +0.62% | 2% | $8,168,768 |
| Foresite Capital Management V, LLC | 2% | 476,386 | -0.15% | 1.8% | $6,693,223 |
| MILLENNIUM MANAGEMENT LLC | 1.5% | 367,473 | -20% | 0% | $5,162,996 |
| Opaleye Management Inc. | 1.4% | 344,025 | +335% | 0.44% | $4,833,551 |
| venBio Partners LLC | 1.4% | 337,697 | 0% | 0.91% | $4,744,643 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 310,636 | +86% | 0% | $4,365,887 |
| Alphabet Inc. | 1.2% | 293,256 | 0% | 0% | $4,120,247 |
| STATE STREET CORP | 0.76% | 185,322 | +156% | 0% | $2,603,774 |
| HSG Holding Ltd | 0.62% | 152,299 | 0.17% | $2,139,801 | |
| RENAISSANCE TECHNOLOGIES LLC | 0.53% | 130,190 | +12% | 0% | $1,829,169 |
| NORTHERN TRUST CORP | 0.49% | 118,500 | +291% | 0% | $1,664,925 |
| Qube Research & Technologies Ltd | 0.45% | 110,531 | +101% | 0% | $1,552,961 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.44% | 107,570 | +25% | 0% | $1,511,359 |
| MARSHALL WACE, LLP | 0.44% | 106,300 | -28% | 0% | $1,493,516 |
| Velan Capital Investment Management LP | 0.43% | 105,000 | +2.9% | 0.9% | $1,475,250 |
| VANGUARD FIDUCIARY TRUST CO | 0.38% | 93,095 | +7.1% | 0% | $1,307,985 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.38% | 91,891 | +299% | 0% | $1,291,069 |
| MIC Capital Management UK LLP | 0.36% | 87,028 | 0% | 0.31% | $1,222,743 |
| GOLDMAN SACHS GROUP INC | 0.36% | 86,779 | -24% | 0% | $1,219,245 |
| DIMENSIONAL FUND ADVISORS LP | 0.28% | 68,315 | +43% | 0% | $957,066 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Headline period
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 2,167,820 | $21,222,927 | -$310,945 | $9.79 | 21 |
| 2026 Q2 | 11,982,374 | $168,240,104 | -$6,929,058 | $14.05 | 86 |
| 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 |