Lyell Immunopharma, Inc. (LYEL) Institutional Ownership

Ownership Summary

Lyell Immunopharma, Inc. (NASDAQ:LYEL) showed up in the 13F filings of 65 institutional investors as of December 2025.

• Their combined ownership stood at 66.4% of outstanding shares in December 2025, up from 59.5% in September 2025.
• They increased total shares held in LYEL by 24.86% quarter over quarter, and investors in Lyell Immunopharma decreased 37.5% from a year ago.
• Among the 65 funds, 32 bought more Lyell Immunopharma shares, 17 sold down, and 16 held their ground.
• Combined, these investors held 12.14Mn shares in LYEL for December 2025, up by 2.42Mn shares quarter on quarter, and down 138.86Mn shares year over year.
• ARCH Venture Management, LLC holds the largest position in LYEL at 2.76Mn shares as of December 31, 2025, or 15.1% of shares outstanding.
• The largest buyers of Lyell Immunopharma for the quarter ending December 2025 were GSK plc (1.51Mn), MWG Caph Ltd (1.01Mn), Goldman Sachs Group Inc (193.35K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (134.86K), Invesco Ltd. (98.65K).
• The biggest sellers of Lyell Immunopharma for the quarter ending December 2025 included Almitas Capital LLC (577.81K), venBio Partners LLC (135.78K), MILLENNIUM MANAGEMENT LLC (66.71K), RENAISSANCE TECHNOLOGIES LLC (24.5K), CITADEL ADVISORS LLC (14.79K).
• Business Quant data shows the 10 biggest positions in Lyell Immunopharma as of December 2025 are held by ARCH Venture Management, LLC (2.76Mn), GSK plc (1.51Mn), MWG Caph Ltd (1.01Mn), VANGUARD GROUP INC (826.43K), Foresite Capital Management IV, LLC (800.4K), Orland Properties Ltd (754.7K), Decheng Capital LLC (692.05K), Almitas Capital LLC (577.81K), Foresite Capital Management V, LLC (477.08K), venBio Partners LLC (337.7K).