Lyell Immunopharma, Inc. (LYEL) Institutional Ownership

Ownership Summary

Lyell Immunopharma, Inc. (NASDAQ:LYEL) appears in 65 institutional 13F filings for the quarter ending 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 last quarter, and the number of investors in LYEL decreased 37.5% annually.
• Activity in LYEL broke down as 32 buyers, 17 sellers, and 16 unchanged among 65 total holders.
• The aggregate institutional position in Lyell Immunopharma amounted to 12.14Mn shares 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 2.76Mn shares representing 15.1% of outstanding stock.
• The most significant purchases of LYEL for the quarter ending December 2025 came from GSK plc (1.51Mn), MWG Caph Ltd (1.01Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (134.86K), Invesco Ltd. (98.65K), Goldman Sachs Group Inc (96.68K).
• Top sellers of LYEL stock 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).