Lyell Immunopharma LYEL Institutional Ownership

Updated Oct 11, 2026

Lyell Immunopharma, Inc. (NASDAQ:LYEL) appeared in the 13F filings of 87 institutional investors for the quarter ended June 30, 2026.

• Collectively, these holders controlled 54.17% of Lyell Immunopharma's outstanding shares in Q2 2026, down from 54.30% in Q1 2026.
• Total shares held in LYEL rose 0.06% from Q1 2026; the number of holders rose 31.82% from Q2 2025.
• Among the 87 holders of Lyell Immunopharma, 51 added to their positions, 19 reduced their stakes and 17 left their positions unchanged.
• Combined, institutional investors held 12.67Mn shares of LYEL as of Q2 2026, up 7.84K from the prior quarter and up 3.71Mn from a year earlier.
• ARCH Venture Management, LLC was the top holder of Lyell Immunopharma as of June 30, 2026, with 3.25Mn shares, or 13.88% of shares outstanding.
• Holders that added the most shares of Lyell Immunopharma in Q2 2026 were BlackRock, Inc. (+532.52K shares), Opaleye Management Inc. (+264.93K shares), Geode Capital Management, LLC (+143.66K shares), State Street Corp (+112.8K shares) and Northern Trust Corp (+88.22K shares).
• On the other side, among holders that kept a position in Lyell Immunopharma, the largest reductions in Q2 2026 came from Citadel Advisors LLC (-362.77K shares), Millennium Management LLC (-91.43K shares), Marshall Wace, LLP (-42.22K shares), Goldman Sachs Group Inc (-27.71K shares) and Bank of America Corp (-22.45K shares).
• Business Quant data shows the 10 biggest positions in Lyell Immunopharma as of Q2 2026 were held by ARCH Venture Management, LLC (3.25Mn shares), GSK plc (1.51Mn shares), Vanguard Capital Management LLC (786.77K shares), Orland Properties Ltd (754.7K shares), BlackRock, Inc. (724.34K shares), Decheng Capital LLC (692.05K shares), Almitas Capital LLC (581.41K shares), Foresite Capital Management V, LLC (476.39K shares), Millennium Management LLC (367.47K shares) and Opaleye Management Inc. (344.02K shares).