Comparable stake leader
ARCH Venture Fund IX, L.P.
SEC ownership of Lyell Immunopharma, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001806952.
Disclosed value leader
GSK plc
Comparable rows
50/50
Latest evidence
18 May 2026
- Public ticker
- LYEL on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
ARCH Venture Fund IX, L.P.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
ARCH Venture Fund IX, L.P.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
18 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001806952
- Issuer location
- South San Francisco, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Lyell Immunopharma, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
ARCH Venture Fund IX, L.P.
Disclosed value leader
GSK plc
Comparable rows
50/50
Latest evidence
18 May 2026
13D/G
3/4/5
13F
Lead comparable stake: 14%
13D/G row: ARCH Venture Fund IX, L.P.
Showing 1-8 of 50 holder rows.
Quick read
ARCH Venture Fund IX, L.P. leads the comparable SEC ownership view at 14%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ARCH Venture Fund IX, L.P.'s linked filing trail.
Comparable ownership
Top 5
ARCH Venture Fund IX, L.P.
14%
Innovative Cellular Therapeutics ...
12%
Foresite Capital Fund IV, L.P.
7.6%
Euler Fund, L.P.
6.7%
Explore Investments LLC/DE
6.6%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ARCH Venture Fund IX, L.P. |
13D/G
|
14%
|
$65,138,070
3,247,162 shares
|
-$669,012,113 | 31 Mar 2026 |
| Innovative Cellular Therapeutics Holdings Ltd |
13D/G
3/4/5
Innovative Cellular Therapeutics Holdings Limited · 10%+ Owner
|
12%
|
$60,180,000
3,000,000 shares
|
+$22,066,000 | 18 May 2026 |
| Foresite Capital Fund IV, L.P. |
13D/G
James B. Tananbaum
|
7.6%
|
$23,622,818
1,454,616 shares
|
$0 | 30 Sep 2025 |
| Euler Fund, L.P. |
13D/G
|
6.7%
|
$43,908,532
1,426,528 shares
|
$0 | 06 Mar 2026 |
| Explore Investments LLC/DE |
13D/G
Explore Investments LLC
|
6.6%
|
$47,064,282
1,529,054 shares
|
+$15,023,410 | 31 Mar 2026 |
| Gates Frontier, LLC |
13D/G
|
5.6%
|
$10,628,242
1,040,964 shares
|
$0 | 25 Jul 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
4.5%
|
$6,234,958
13,265,869 shares
|
$0 | 31 Dec 2024 |
| MWG Caph Ltd |
13D/G
|
4.3%
|
$31,029,810
1,008,116 shares
|
$0 | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$24,472,990.
Buys
$24,999,970
Insiders: 2
Sells
$526,980
Insiders: 7
Net
+$24,472,990
Shares: +946,420
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 976,180
Shares: 29,760
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 2,811 | $0 | $40,711 | -$40,711 |
| 3-6 | 976,180 | 11,310 | $24,999,970 | $264,285 | +$24,735,685 |
| 6-9 | 0 | 2,956 | $0 | $88,427 | -$88,427 |
| 9-12 | 0 | 12,683 | $0 | $133,557 | -$133,557 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 26 reporting-owner rows connected to Lyell Immunopharma, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
26
Largest Forms 3/4/5 holder
Robert Nelsen
Net 12M change
+$24,472,992
Latest report
16 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Robert Nelsen | Director, 10%+ Owner | $83,020,992 | Mixed | 14 Jun 2024 | ||
| GSK plc | 10%+ Owner | $68,977,271 | Mixed | 21 Jun 2021 | ||
| Innovative Cellular Therapeutics Holdings Ltd | 10%+ Owner | $39,233,337 | -$137 | -0% | Filing P/S | 16 Jul 2026 |
| ARCH Venture Partners IX, LLC | 10%+ Owner | $36,533,382 | +$12,499,985 | +52% | Filing P/S | 06 Mar 2026 |
| ARCH Venture Fund XIII, L.P. | 10%+ Owner | $36,533,382 | +$12,499,985 | +52% | Filing P/S | 06 Mar 2026 |
| Hans Edgar Bishop | Director | $10,683,200 | Mixed | 14 Jun 2024 | ||
| Richard Klausner | Director | $3,822,572 | Mixed | 10 Jun 2026 | ||
| Lynn Seely | President and CEO, Director | $1,397,032 | -$283,304 | -17% | Filing P/S | 11 May 2026 |
| Stephen J. Hill | Chief Operating Officer | $338,554 | -$47,161 | -12% | Filing P/S | 11 May 2026 |
| Cathy Friedman | Director | $337,369 | Mixed | 10 Jun 2026 | ||
| Gary K. Lee | Chief Scientific Officer | $336,927 | -$65,278 | -16% | Filing P/S | 11 May 2026 |
| Veronica Sanchez Bulis | VP, Corporate Controller | $291,592 | -$88,004 | -23% | Filing P/S | 11 May 2026 |
| Charles W. Newton | Chief Financial Officer | $290,086 | -$18,105 | -5.9% | Mixed | 20 Aug 2025 |
| David Shook | Chief Medical Officer | $264,466 | -$24,989 | -8.6% | Filing P/S | 10 Jun 2026 |
| Sumant Ramachandra | Director | $200,600 | Mixed | 10 Jun 2026 | ||
| Matthew Lang | Chief Business Officer | $114,000 | Mixed | 10 Feb 2025 | ||
| Otis W. Brawley | Director | $35,746 | Mixed | 10 Jun 2026 | ||
| Tina M. Albertson | Chief Medical Officer | $9,232 | Mixed | 24 Feb 2023 | ||
| Elizabeth Homans | Chief Executive Officer, Director | Mixed | 16 Mar 2022 | |||
| Mark A. Meltz | General Counsel | Mixed | 10 Feb 2026 |
Recent insider transactions for Lyell Immunopharma, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Innovative Cellular Therapeutics Holdings Ltd | LYEL | Common Stock | Sale | $137 | $13.73 | -10 | 2,857,490 | 16 Jul 2026 | Direct | |
| Innovative Cellular Therapeutics Holdings Ltd | LYEL | Common Stock | Other | -2.59% | -76,000 | 2,857,500 | 29 Jun 2026 | Direct | ||
| Innovative Cellular Therapeutics Holdings Ltd | LYEL | Common Stock | Other | -2.22% | -66,500 | 2,933,500 | 15 Jun 2026 | Direct | ||
| William Jl Rieflin | LYEL | Option (right to buy) | Award | 9,250 | 9,250 | 10 Jun 2026 | Direct | |||
| Sumant Ramachandra | LYEL | Option (right to buy) | Award | 9,250 | 9,250 | 10 Jun 2026 | Direct | |||
| Elizabeth G. Nabel | LYEL | Option (right to buy) | Award | 9,250 | 9,250 | 10 Jun 2026 | Direct | |||
| Richard Klausner | LYEL | Option (right to buy) | Award | 9,250 | 9,250 | 10 Jun 2026 | Direct | |||
| Cathy Friedman | LYEL | Option (right to buy) | Award | 9,250 | 9,250 | 10 Jun 2026 | Direct | |||
| Otis W. Brawley | LYEL | Option (right to buy) | Award | 9,250 | 9,250 | 10 Jun 2026 | Direct | |||
| Mark Bachleda | LYEL | Option (right to buy) | Award | 9,250 | 9,250 | 10 Jun 2026 | Direct | |||
| David Shook | LYEL | Common Stock | Sale | -8.63% | $24,989 | $12.64 | -1,977 | 20,923 | 10 Jun 2026 | Direct |
| Lynn Seely | LYEL | Common Stock | Sale | -0.52% | $7,337 | $18.91 | -388 | 73,878 | 11 May 2026 | Direct |
| Gary K. Lee | LYEL | Common Stock | Sale | -0.72% | $2,460 | $18.92 | -130 | 17,808 | 11 May 2026 | Direct |
| Stephen J. Hill | LYEL | Common Stock | Sale | -0.49% | $1,684 | $18.92 | -89 | 17,894 | 11 May 2026 | Direct |
| Veronica Sanchez Bulis | LYEL | Common Stock | Sale | -1.39% | $4,103 | $18.91 | -217 | 15,420 | 11 May 2026 | Direct |
| Smital Shah | LYEL | Option (right to buy) | Award | 140,000 | 140,000 | 09 Mar 2026 | Direct | |||
| ARCH Venture Partners IX, LLC | LYEL | Common Stock | Purchase | 52% | $12,499,985 | $25.61 | 488,090 | 1,426,528 | 06 Mar 2026 | See footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 52% | $12,499,985 | $25.61 | 488,090 | 1,426,528 | 06 Mar 2026 | See footnote |
| Lynn Seely | LYEL | Common Stock | Sale | -9.12% | $174,372 | $23.39 | -7,455 | 74,266 | 11 Feb 2026 | Direct |
| Stephen J. Hill | LYEL | Common Stock | Sale | -6.49% | $28,910 | $23.39 | -1,236 | 17,795 | 11 Feb 2026 | Direct |
| Gary K. Lee | LYEL | Common Stock | Sale | -8.98% | $39,085 | $23.39 | -1,671 | 16,938 | 11 Feb 2026 | Direct |
| Stephen J. Hill | LYEL | Common Stock | Sale | -0.57% | $2,520 | $23.12 | -109 | 19,031 | 10 Feb 2026 | Direct |
| Stephen J. Hill | LYEL | Option (right to buy) | Award | 65,000 | 65,000 | 10 Feb 2026 | Direct | |||
| Gary K. Lee | LYEL | Common Stock | Sale | -0.78% | $3,399 | $23.12 | -147 | 18,609 | 10 Feb 2026 | Direct |
| Gary K. Lee | LYEL | Option (right to buy) | Award | 50,000 | 50,000 | 10 Feb 2026 | Direct | |||
| Lynn Seely | LYEL | Common Stock | Sale | -0.53% | $10,127 | $23.12 | -438 | 81,721 | 10 Feb 2026 | Direct |
| Lynn Seely | LYEL | Option (right to buy) | Award | 155,000 | 155,000 | 10 Feb 2026 | Direct | |||
| Mark A. Meltz | LYEL | Option (right to buy) | Award | 50,000 | 50,000 | 10 Feb 2026 | Direct | |||
| Veronica Sanchez Bulis | LYEL | Common Stock | Sale | -1.6% | $5,872 | $23.12 | -254 | 15,637 | 10 Feb 2026 | Direct |
| Veronica Sanchez Bulis | LYEL | Common Stock | Award | 122.5% | 8,750 | 15,891 | 10 Feb 2026 | Direct | ||
| David Shook | LYEL | Option (right to buy) | Award | 50,000 | 50,000 | 10 Feb 2026 | Direct | |||
| Stephen J. Hill | LYEL | Common Stock | Award | 26.4% | 4,000 | 19,140 | 09 Feb 2026 | Direct | ||
| Gary K. Lee | LYEL | Common Stock | Award | 27.1% | 4,000 | 18,756 | 09 Feb 2026 | Direct | ||
| Lynn Seely | LYEL | Common Stock | Award | 32.2% | 20,000 | 82,159 | 09 Feb 2026 | Direct | ||
| Veronica Sanchez Bulis | LYEL | Common Stock | Sale | -11.6% | $30,252 | $32.32 | -936 | 7,141 | 30 Dec 2025 | Direct |
| Veronica Sanchez Bulis | LYEL | Common Stock | Sale | -12.3% | $43,929 | $38.67 | -1,136 | 8,077 | 24 Dec 2025 | Direct |
| Veronica Sanchez Bulis | LYEL | Common Stock | Sale | -2.53% | $3,848 | $16.10 | -239 | 9,213 | 10 Nov 2025 | Direct |
| Gary K. Lee | LYEL | Common Stock | Sale | -0.89% | $2,230 | $16.16 | -138 | 15,366 | 10 Nov 2025 | Direct |
| Stephen J. Hill | LYEL | Common Stock | Sale | -0.6% | $1,531 | $16.12 | -95 | 15,750 | 10 Nov 2025 | Direct |
| Lynn Seely | LYEL | Common Stock | Sale | -0.61% | $6,637 | $16.11 | -412 | 67,159 | 10 Nov 2025 | Direct |
| Stephen J. Hill | LYEL | Option (right to buy) | Award | 75,000 | 75,000 | 27 Oct 2025 | Direct | |||
| Gary K. Lee | LYEL | Option (right to buy) | Award | 68,000 | 68,000 | 27 Oct 2025 | Direct | |||
| Lynn Seely | LYEL | Option (right to buy) | Award | 175,000 | 175,000 | 27 Oct 2025 | Direct | |||
| Lynn Seely | LYEL | Common Stock | Sale | -9.7% | $76,518 | $10.54 | -7,257 | 67,571 | 21 Aug 2025 | Direct |
| Stephen J. Hill | LYEL | Common Stock | Sale | -5.96% | $10,586 | $10.54 | -1,004 | 15,845 | 21 Aug 2025 | Direct |
| Charles W. Newton | LYEL | Common Stock | Sale | -8.67% | $15,320 | $10.54 | -1,453 | 15,306 | 21 Aug 2025 | Direct |
| Gary K. Lee | LYEL | Common Stock | Sale | -8.57% | $15,320 | $10.54 | -1,453 | 15,504 | 21 Aug 2025 | Direct |
| Lynn Seely | LYEL | Common Stock | Award | 114.8% | 40,000 | 74,828 | 20 Aug 2025 | Direct | ||
| Stephen J. Hill | LYEL | Common Stock | Award | 90.4% | 8,000 | 16,849 | 20 Aug 2025 | Direct | ||
| Charles W. Newton | LYEL | Common Stock | Award | 91.3% | 8,000 | 16,759 | 20 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.