Lyell Immunopharma LYEL Institutional Ownership

NASDAQ LYEL

$9.47 -0.32 (-3.27%)

As of: Oct 1, 2026 · 3:39 PM EDT

Institutions by Trading Activity

88 Institutions

Increased 52 59.1%

Unchanged 17 19.3%

Reduced 19 21.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

54.71%

▼-3.19 pp QoQ

Shares Held by Institutions

12.78Mn

of 23.36Mn outstanding

▲+11.05% QoQ

Shares Outstanding

23.36Mn

10.58Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+14 vs prior quarter

Net Shares Added (QoQ)

+1.27Mn

accumulated since last quarter

Value of Holdings

$125.14Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Lyell Immunopharma, Inc. (NASDAQ:LYEL) appears in 88 institutional 13F filings for the quarter ending June 2026.

They owned 54.7% of outstanding stock in June 2026, down from 57.9% the prior quarter.
They increased total shares held in Lyell Immunopharma by 11.05% from last quarter, and the number of investors in LYEL increased 29.41% annually.
Activity in LYEL broke down as 52 buyers, 19 sellers, and 17 unchanged among 88 total holders.
Combined, these investors held 12.78Mn shares in LYEL for June 2026, up by 1.27Mn shares quarter on quarter, and up 3.82Mn shares year over year.
ARCH Venture Management, LLC leads ownership in LYEL with 3.25Mn shares as of June 30, 2026, equal to 13.9% of outstanding shares.
The most significant purchases of LYEL for the quarter ending June 2026 came from BlackRock, Inc. (532.52K), Opaleye Management Inc. (264.93K), GEODE CAPITAL MANAGEMENT, LLC (143.66K), State Street Corp (112.8K), Sixth Street Partners Management Company, L.P. (107.57K).
The largest sales of LYEL for the quarter ending June 2026 came from CITADEL ADVISORS LLC (362.77K), MILLENNIUM MANAGEMENT LLC (91.43K), MARSHALL WACE, LLP (42.22K), Goldman Sachs Group Inc (27.71K), Bank Of America Corp /De/ (22.45K).
Per Business Quant data, the top 10 holders of Lyell Immunopharma for the quarter ending June 2026 are ARCH Venture Management, LLC (3.25Mn), GSK plc (1.51Mn), VANGUARD CAPITAL MANAGEMENT LLC (786.77K), Orland Properties Ltd (754.7K), BlackRock, Inc. (724.34K), Decheng Capital LLC (692.05K), Almitas Capital LLC (581.41K), Foresite Capital Management V, LLC (476.39K), MILLENNIUM MANAGEMENT LLC (367.47K), Opaleye Management Inc. (344.02K).

Form 13F Holdings

88 Institutional Holders

Report period 30 Jun, 2026

Total shares held 12.78Mn

Of outstanding 54.71%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ARCH Venture Management, LLC	0001274403	3,247,162	13.90%	0	0.00%	$45.53Mn
2	GSK plc	0001131399	1,512,659	6.47%	0	0.00%	$21.25Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	786,774	3.37%	▲68,619	+9.55%	$11.05Mn
4	Orland Properties Ltd	0001550093	754,698	3.23%	0	0.00%	$10.60Mn
5	BlackRock, Inc.	0002012383	724,342	3.10%	▲532,522	+277.62%	$10.18Mn
6	Decheng Capital LLC	0002010850	692,050	2.96%	0	0.00%	$9.72Mn
7	Almitas Capital LLC	0001596468	581,407	2.49%	▲3,600	+0.62%	$8.17Mn
8	Foresite Capital Management V, LLC	0001792206	476,386	2.04%	▼692	-0.15%	$6.69Mn
9	MILLENNIUM MANAGEMENT LLC	0001273087	367,473	1.57%	▼91,432	-19.92%	$5.16Mn
10	Opaleye Management Inc.	0001595855	344,025	1.47%	▲264,928	+334.94%	$4.83Mn
11	venBio Partners LLC	0001776382	337,697	1.45%	0	0.00%	$4.74Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	310,636	1.33%	▲143,656	+86.03%	$4.37Mn
13	Alphabet Inc.	0001652044	293,256	1.26%	0	0.00%	$4.12Mn
14	State Street Corp	0000093751	185,322	0.79%	▲112,800	+155.54%	$2.60Mn
15	HSG Holding Ltd	0001470766	152,299	0.65%	0	0.00%	$2.14Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	130,190	0.56%	▲13,779	+11.84%	$1.83Mn
17	Northern Trust Corp	0000073124	118,500	0.51%	▲88,220	+291.35%	$1.66Mn
18	Qube Research & Technologies Ltd	0001729829	110,531	0.47%	▲55,421	+100.56%	$1.55Mn
19	Sixth Street Partners Management Company, L.P.	0001812095	107,570	0.46%	▲107,570	0.00%	$1.51Mn
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	107,570	0.46%	▲21,599	+25.12%	$1.51Mn

Showing 1 to 20 of 88 holders