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
Robert Nelsen
Comparable rows
8/50
Latest evidence
04 Nov 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
-
8 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
-
04 Nov 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
Robert Nelsen
Comparable rows
8/50
Latest evidence
04 Nov 2026
13D/G
3/4/5
13F
Lead comparable stake: 14%
42 rows are not safely comparable across share classes.
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%.
8 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%
Euler Fund, L.P.
6.7%
Explore Investments LLC/DE
6.6%
Gates Frontier, LLC
5.6%
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
3/4/5
10%+ Owner
|
14%
Reported 13D/G
· 31 Mar 2026
|
$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%
Reported 13D/G
· 18 May 2026
|
$60,180,000
3,000,000 shares
|
+$22,066,000 | 18 May 2026 |
| Euler Fund, L.P. |
13D/G
|
6.7%
Reported 13D/G
· 06 Mar 2026
|
$43,908,532
1,426,528 shares
|
$0 | 06 Mar 2026 |
| Explore Investments LLC/DE |
13D/G
Explore Investments LLC
|
6.6%
Reported 13D/G
· 31 Mar 2026
|
$47,064,282
1,529,054 shares
|
+$15,023,410 | 31 Mar 2026 |
| Gates Frontier, LLC |
13D/G
|
5.6%
Reported 13D/G
· 25 Jul 2025
|
$10,628,242
1,040,964 shares
|
$0 | 25 Jul 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
4.5%
Reported 13D/G
· 31 Dec 2024
|
$10,177,005
724,342 shares
|
— | 30 Jun 2026 |
| MWG Caph Ltd |
13D/G
|
4.3%
Reported 13D/G
· 31 Mar 2026
|
$31,029,810
1,008,116 shares
|
$0 | 31 Mar 2026 |
| NEWTON (PTC) Ltd |
13D/G
Newton (PTC) Limited
|
3.9%
Reported 13D/G
· 30 Sep 2025
|
$12,256,220
754,698 shares
|
$0 | 30 Sep 2025 |
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: +$374,391,626.
Buys
$374,999,854
Insiders: 14
Sells
$608,228
Insiders: 7
Net
+$374,391,626
Shares: +33,442,573
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 33,473,848
Shares: 31,275
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 32,497,668 | 14,188 | $349,999,884 | $214,668 | +$349,785,216 |
| 3-6 | 0 | 2,821 | $0 | $40,848 | -$40,848 |
| 6-9 | 976,180 | 11,310 | $24,999,970 | $264,285 | +$24,735,685 |
| 9-12 | 0 | 2,956 | $0 | $88,427 | -$88,427 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 38 reporting-owner rows connected to Lyell Immunopharma, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
38
Largest Forms 3/4/5 holder
Robert Nelsen
Net 12M change
+$374.39M
Full value: +$374,391,630 · USD · 12-month changeLatest report
04 Nov 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Robert Nelsen | 10%+ Owner | $123,384,690 | +$24,999,992 | +25% | Mixed | 04 Nov 2026 |
| GSK plc | 10%+ Owner | $68,977,271 | Mixed | 21 Jun 2021 | ||
| Paul L. Berns | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| ARCH Venture Fund XIII, L.P. | 10%+ Owner | $40,363,698 | +$37,499,977 | +1309% | Filing P/S | 04 Nov 2026 |
| ARCH Venture Fund IX, L.P. | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| Steven Gillis | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| ARCH Venture Fund IX Overage, L.P. | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| Clinton Bybee | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| Keith Crandell | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| ARCH Venture Partners XIII, L.P. | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| ARCH Venture Partners XIII, LLC | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| ARCH Venture Partners IX, L.P. | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| ARCH Venture Partners IX Overage, L.P. | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| Kristina Burow | 10%+ Owner | $40,363,698 | +$24,999,992 | +163% | Filing P/S | 04 Nov 2026 |
| ARCH Venture Partners IX, LLC | 10%+ Owner | $40,363,698 | +$37,499,977 | +1309% | Filing P/S | 04 Nov 2026 |
| Innovative Cellular Therapeutics Holdings Ltd | 10%+ Owner | $38,988,469 | -$274 | -0% | Mixed | 27 Jul 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 | $992,990 | -$353,079 | -26% | Filing P/S | 21 Aug 2026 |
| Cathy Friedman | Director | $337,369 | Mixed | 10 Jun 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ARCH Venture Partners IX, LLC | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Partners IX, LLC | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Partners IX, LLC | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Partners IX, LLC | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Partners IX, LLC | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| ARCH Venture Fund XIII, L.P. | LYEL | Common Stock | Purchase | 162.7% | $24,999,992 | $10.77 | 2,321,262 | 3,747,790 | 04 Nov 2026 | See Footnote |
| Jarrad Mattieu Aguirre | LYEL | Common Stock | Sale | -2.08% | -$3,642 | $8.63 | -422 | 19,857 | 12 Oct 2026 | Direct |
| David Shook | LYEL | Common Stock | Sale | -2.39% | -$6,350 | $12.70 | -500 | 20,423 | 10 Sep 2026 | Direct |
| Jarrad Mattieu Aguirre | LYEL | Option (right to buy) | Award | 47,500 | 47,500 | 10 Sep 2026 | Direct | |||
| Lynn Seely | LYEL | Common Stock | Sale | -13% | -$149,013 | $15.54 | -9,589 | 63,899 | 21 Aug 2026 | Direct |
| Stephen J. Hill | LYEL | Common Stock | Sale | -5.55% | -$15,369 | $15.54 | -989 | 16,816 | 21 Aug 2026 | Direct |
| Gary K. Lee | LYEL | Common Stock | Sale | -8.24% | -$22,642 | $15.54 | -1,457 | 16,220 | 21 Aug 2026 | Direct |
| Veronica Sanchez Bulis | LYEL | Common Stock | Sale | -4.03% | -$8,905 | $14.34 | -621 | 14,799 | 10 Aug 2026 | Direct |
| Gary K. Lee | LYEL | Common Stock | Sale | -0.74% | -$1,879 | $14.34 | -131 | 17,677 | 10 Aug 2026 | Direct |
| Stephen J. Hill | LYEL | Common Stock | Sale | -0.5% | -$1,276 | $14.34 | -89 | 17,805 | 10 Aug 2026 | Direct |
| Lynn Seely | LYEL | Common Stock | Sale | -0.53% | -$5,593 | $14.34 | -390 | 73,488 | 10 Aug 2026 | Direct |
| Innovative Cellular Therapeutics Holdings Ltd | LYEL | Common Stock | Other | -1.56% | -44,000 | 2,774,980 | 27 Jul 2026 | Direct | ||
| Innovative Cellular Therapeutics Holdings Ltd | LYEL | Common Stock | Other | -1.35% | -38,500 | 2,818,980 | 27 Jul 2026 | Direct | ||
| Innovative Cellular Therapeutics Holdings Ltd | LYEL | Common Stock | Sale | -$137 | $13.70 | -10 | 2,857,480 | 17 Jul 2026 | Direct | |
| 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 |
* marks a reported price that did not pass the local price check.