Lyell Immunopharma, Inc. (LYEL) Institutional Ownership

Ownership Summary

Lyell Immunopharma, Inc. (NASDAQ:LYEL) has 65 institutional investors with active 13F positions as of December 2025.

• These investors held 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.
• Of these 65 holders, 32 added to their stakes in Lyell Immunopharma, 17 trimmed positions, and 16 made no changes.
• 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 is the top holder of Lyell Immunopharma as of December 31, 2025, with 3.25Mn shares representing 17.78% of outstanding stock.
• The largest buyers of Lyell Immunopharma 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).
• Lyell Immunopharma's 10 largest shareholders as of December 2025 include 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) per Business Quant data.