Lyell Immunopharma, Inc. (LYEL) Institutional Ownership

Ownership Summary

Lyell Immunopharma, Inc. (NASDAQ:LYEL) is held by 65 institutional investors per 13F filings through December 2025.

• Collectively, these holders controlled 66.4% of Lyell Immunopharma's 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.
• During the quarter, 32 of these 65 funds increased positions in LYEL, 17 reduced exposure, and 16 held steady.
• 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.
• As of December 31, 2025, ARCH Venture Management, LLC held the largest stake in Lyell Immunopharma with 3.25Mn shares, accounting for 17.78% of total shares outstanding.
• The biggest buyers of Lyell Immunopharma for the quarter ending December 2025 included 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).
• The largest sellers of Lyell Immunopharma 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).
• Per Business Quant data, the top 10 holders of Lyell Immunopharma for the quarter ending December 2025 are 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).