Lyell Immunopharma, Inc. (LYEL) Institutional Ownership

Ownership Summary

Lyell Immunopharma, Inc. (NASDAQ:LYEL) has 65 institutional investors that have filed 13F reports for the period ending 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 Lyell Immunopharma by 24.86% from the prior quarter, while the number of investors in LYEL decreased 37.5% year over year.
• Activity in LYEL broke down as 32 buyers, 17 sellers, and 16 unchanged among 65 total holders.
• In total, institutional investors held 12.14Mn shares in Lyell Immunopharma as of 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 3.25Mn shares as of December 31, 2025, or 17.78% of shares outstanding.
• Leading buyers of Lyell Immunopharma shares for the quarter ending December 2025 were VANGUARD CAPITAL MANAGEMENT LLC (718.16K), ARCH Venture Management, LLC (488.09K), MILLENNIUM MANAGEMENT LLC (400.25K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (159.18K), Velan Capital Investment Management LP (102.0K).
• Leading sellers of Lyell Immunopharma shares for the quarter ending December 2025 were Goldman Sachs Group Inc (78.86K), RBF Capital, LLC (60.98K), Barclays Plc (14.3K), TWO SIGMA INVESTMENTS, LP (4.03K), CANADA PENSION PLAN INVESTMENT BOARD (2.7K).
• Business Quant data shows the 10 biggest positions in Lyell Immunopharma as of December 2025 are held by ARCH Venture Management, LLC (3.25Mn), GSK plc (1.51Mn), Foresite Capital Management IV, LLC (800.4K), Orland Properties Ltd (754.7K), VANGUARD CAPITAL MANAGEMENT LLC (718.16K), Decheng Capital LLC (692.05K), Almitas Capital LLC (577.81K), Foresite Capital Management V, LLC (477.08K), MILLENNIUM MANAGEMENT LLC (458.9K), CITADEL ADVISORS LLC (381.46K).