Lyell Immunopharma, Inc. (LYEL) — Institutional Holders, Q2 2026
87 institutional investment managers reported a LYEL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $178.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LYEL in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +532,522 sh+$7.5M
- Opaleye ManagementAdded · +264,928 sh+$3.7M
- GEODE CAPITAL MANAGEMENTAdded · +143,656 sh+$2.0M
- STATE STREETAdded · +112,800 sh+$1.6M
- NORTHERNAdded · +88,220 sh+$1.2M
Biggest sellers
- Foresite Capital Management IVSold out · -800,399 sh-$11.2M
- CITADEL ADVISORSTrimmed · -362,767 sh-$5.1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLPSold out · -310,198 sh-$4.4M
- MILLENNIUM MANAGEMENTTrimmed · -91,432 sh-$1.3M
- RBF CapitalSold out · -44,094 sh-$619.5K
LYEL 13F holders ranked 1–87 of 87
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | ARCH Venture Management#1 · 3,247,162 sh | 3,247,162 | $45.5M | 4.14% | 0.0% |
| 2 | GSK plc#2 · 1,512,659 sh | 1,512,659 | $21.3M | 3.53% | 0.0% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 786,774 sh | 786,774 | $11.1M | <0.01% | +9.6% |
| 4 | Orland Properties Ltd#4 · 754,698 sh | 754,698 | $10.6M | 5.25% | 0.0% |
| 5 | BlackRock#5 · 724,342 sh | 724,342 | $10.2M | <0.01% | +277.6% |
| 6 | Decheng Capital#6 · 692,050 sh | 692,050 | $9.7M | 1.33% | 0.0% |
| 7 | Almitas Capital#7 · 581,407 sh | 581,407 | $8.2M | 1.96% | +0.6% |
| 8 | Foresite Capital Management V#8 · 476,386 sh | 476,386 | $6.7M | 1.85% | -0.1% |
| 9 | MILLENNIUM MANAGEMENT#9 · 367,473 sh | 367,473 | $5.2M | <0.01% | -19.9% |
| 10 | Opaleye Management#10 · 344,025 sh | 344,025 | $4.8M | 0.44% | +334.9% |
| 11 | venBio Partners#11 · 337,697 sh | 337,697 | $4.7M | 0.91% | 0.0% |
| 12 | GEODE CAPITAL MANAGEMENT#12 · 310,636 sh | 310,636 | $4.4M | <0.01% | +86.0% |
| 13 | Alphabet#13 · 293,256 sh | 293,256 | $4.1M | <0.01% | 0.0% |
| 14 | STATE STREET#14 · 185,322 sh | 185,322 | $2.6M | <0.01% | +155.5% |
| 15 | SC CHINA HOLDING Ltd#15 · 152,299 sh | 152,299 | $2.1M | 0.18% | 0.0% |
| 16 | RENAISSANCE TECHNOLOGIES#16 · 130,190 sh | 130,190 | $1.8M | <0.01% | +11.8% |
| 17 | NORTHERN#17 · 118,500 sh | 118,500 | $1.7M | <0.01% | +291.3% |
| 18 | Qube Research & Technologies Ltd#18 · 110,531 sh | 110,531 | $1.6M | <0.01% | +100.6% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT#19 · 107,570 sh | 107,570 | $1.5M | <0.01% | +25.1% |
| 20 | MARSHALL WACE, LLP#20 · 106,300 sh | 106,300 | $1.5M | <0.01% | -28.4% |
| 21 | Velan Capital Investment Management#21 · 105,000 sh | 105,000 | $1.5M | 0.90% | +2.9% |
| 22 | VANGUARD FIDUCIARY#22 · 93,095 sh | 93,095 | $1.3M | <0.01% | +7.1% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT#23 · 91,891 sh | 91,891 | $1.3M | <0.01% | +299.3% |
| 24 | MIC Capital Management UK LLP#24 · 87,028 sh | 87,028 | $1.2M | 0.31% | 0.0% |
| 25 | GOLDMAN SACHS GROUP#25 · 86,779 sh | 86,779 | $1.2M | <0.01% | -24.2% |
| 26 | DIMENSIONAL FUND ADVISORS#26 · 68,315 sh | 68,315 | $957.1K | <0.01% | +42.7% |
| 27 | ACADIAN ASSET MANAGEMENT#27 · 59,748 sh | 59,748 | $836.0K | <0.01% | New |
| 28 | TWO SIGMA INVESTMENTS#28 · 52,927 sh | 52,927 | $743.6K | <0.01% | +356.9% |
| 29 | JANE STREET GROUP#29 · 46,011 sh | 46,011 | $646.5K | <0.01% | -28.0% |
| 30 | Squarepoint Ops#30 · 42,322 sh | 42,322 | $594.6K | <0.01% | +119.4% |
| 31 | Ikarian Capital#31 · 41,081 sh | 41,081 | $577.2K | 0.06% | 0.0% |
| 32 | MORGAN STANLEY#32 · 37,050 sh | 37,050 | $520.6K | 0.00% | -34.0% |
| 33 | HRT FINANCIAL#33 · 36,575 sh | 36,575 | $513.0K | <0.01% | New |
| 34 | PRICE T ROWE ASSOCIATES#34 · 30,657 sh | 30,657 | $431.0K | 0.00% | +133.5% |
| 35 | CANADA PENSION PLAN INVESTMENT BOARD#35 · 29,411 sh | 29,411 | $413.2K | <0.01% | 0.0% |
| 36 | GSA CAPITAL PARTNERS LLP#36 · 26,225 sh | 26,225 | $368.0K | 0.02% | New |
| 37 | Point72 Asset Management, L.P.#37 · 26,080 sh | 26,080 | $366.4K | <0.01% | +22.5% |
| 38 | UBS Group AG#38 · 25,982 sh | 25,982 | $365.0K | 0.00% | -18.3% |
| 39 | Bank of New York Mellon#39 · 24,673 sh | 24,673 | $346.7K | <0.01% | New |
| 40 | AMERICAN CENTURY COMPANIES#40 · 24,540 sh | 24,540 | $344.8K | <0.01% | +53.7% |
| 41 | Jump Financial#41 · 21,956 sh | 21,956 | $308.5K | <0.01% | +9.1% |
| 42 | Clearstead Advisors#42 · 19,958 sh | 19,958 | $280.4K | <0.01% | -50.0% |
| 43 | EntryPoint Capital#43 · 19,410 sh | 19,410 | $272.7K | 0.07% | New |
| 44 | CITADEL ADVISORS#44 · 18,695 sh | 18,695 | $262.7K | 0.00% | -95.1% |
| 45 | BRIDGEWAY CAPITAL MANAGEMENT#45 · 18,000 sh | 18,000 | $252.9K | <0.01% | 0.0% |
| 46 | Susquehanna Portfolio Strategies#46 · 17,875 sh | 17,875 | $251.1K | <0.01% | -14.1% |
| 47 | Allspring Global Investments#47 · 16,145 sh | 16,145 | $226.8K | <0.01% | New |
| 48 | RHUMBLINE ADVISERS#48 · 15,462 sh | 15,462 | $217.2K | <0.01% | New |
| 49 | Invesco Ltd.#49 · 13,914 sh | 13,914 | $195.5K | 0.00% | New |
| 50 | Nuveen#50 · 12,595 sh | 12,595 | $177.0K | 0.00% | New |
| 51 | Graham Capital Management, L.P.#51 · 11,602 sh | 11,602 | $163.0K | <0.01% | New |
| 52 | Brevan Howard Capital Management#52 · 11,557 sh | 11,557 | $162.4K | <0.01% | -14.0% |
| 53 | BANK OF AMERICA#53 · 10,871 sh | 10,871 | $152.7K | 0.00% | -67.4% |
| 54 | Walleye Capital#54 · 10,451 sh | 10,451 | $146.8K | <0.01% | -52.9% |
| 55 | LOS ANGELES CAPITAL MANAGEMENT#55 · 9,505 sh | 9,505 | $133.5K | <0.01% | New |
| 56 | DEUTSCHE BANK AG\#56 · 9,188 sh | 9,188 | $129.1K | 0.00% | New |
| 57 | WELLS FARGO & COMPANY#57 · 8,005 sh | 8,005 | $112.5K | 0.00% | +6304.0% |
| 58 | BNP PARIBAS FINANCIAL MARKETS#58 · 7,845 sh | 7,845 | $110.2K | 0.00% | +274.1% |
| 59 | Vanguard Global Advisers#59 · 5,165 sh | 5,165 | $72.6K | 0.00% | 0.0% |
| 60 | CITIGROUP#60 · 5,025 sh | 5,025 | $70.6K | 0.00% | -15.0% |
| 61 | BARCLAYS PLC#61 · 4,715 sh | 4,715 | $66.2K | 0.00% | +182.2% |
| 62 | JPMORGAN CHASE#62 · 4,796 sh | 4,796 | $61.1K | 0.00% | +226.7% |
| 63 | MIRAE ASSET GLOBAL ETFS Ltd.#63 · 4,333 sh | 4,333 | $60.9K | <0.01% | New |
| 64 | NEW YORK STATE COMMON RETIREMENT FUND#64 · 4,100 sh | 4,100 | $57.6K | <0.01% | New |
| 65 | China Universal Asset Management , Ltd.#65 · 3,714 sh | 3,714 | $52.2K | <0.01% | -1.5% |
| 66 | Police & Firemen's Retirement System of New Jersey#66 · 3,446 sh | 3,446 | $48.4K | <0.01% | New |
| 67 | FMR#67 · 2,151 sh | 2,151 | $30.2K | 0.00% | +18.0% |
| 68 | Tower Research Capital (TRC)#68 · 1,364 sh | 1,364 | $19.2K | <0.01% | +4.8% |
| 69 | Mirae Asset Global Investments , Ltd.#69 · 1,044 sh | 1,044 | $14.7K | 0.00% | -5.8% |
| 70 | Legal & General Group Plc#70 · 917 sh | 917 | $12.9K | 0.00% | New |
| 71 | Zurcher Kantonalbank (Zurich Cantonalbank)#71 · 905 sh | 905 | $12.7K | 0.00% | +102.5% |
| 72 | Ameritas Investment Partners#72 · 854 sh | 854 | $12.0K | <0.01% | New |
| 73 | JONES FINANCIAL COMPANIES LLLP#73 · 1,025 sh | 1,025 | $11.9K | 0.00% | 0.0% |
| 74 | Russell Investments Group, Ltd.#74 · 752 sh | 752 | $10.6K | 0.00% | New |
| 75 | ROYAL BANK OF CANADA#75 · 742 sh | 742 | $10.0K | 0.00% | +195.6% |
| 76 | GF FUND MANAGEMENT LTD.#76 · 452 sh | 452 | $6.4K | — | -3.8% |
| 77 | Truvestments Capital#77 · 300 sh | 300 | $4.2K | <0.01% | New |
| 78 | SIMPLEX TRADING#78 · 226 sh | 226 | $3.2K | 0.00% | -67.4% |
| 79 | Sterling Capital Management#79 · 190 sh | 190 | $2.7K | — | New |
| 80 | Quarry#80 · 179 sh | 179 | $2.5K | <0.01% | New |
| 81 | GROUP ONE TRADING, L.P.#81 · 88 sh | 88 | $1.2K | 0.00% | -12.0% |
| 82 | Caitong International Asset Management , Ltd#82 · 68 sh | 68 | $955.00 | <0.01% | New |
| 83 | US BANCORP \DE\#83 · 58 sh | 58 | $815.00 | 0.00% | 0.0% |
| 84 | Cornerstone Financial Management#84 · 46 sh | 46 | $646.00 | <0.01% | 0.0% |
| 85 | GAMMA Investing#85 · 35 sh | 35 | $492.00 | — | 0.0% |
| 86 | NISA INVESTMENT ADVISORS#86 · 25 sh | 25 | $351.00 | — | 0.0% |
| 87 | Optiver Holding B.V.#87 · 20 sh | 20 | $281.00 | 0.00% | New |
Funds that sold out of LYEL in Q2 2026 (9)
Held LYEL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Foresite Capital Management IV800,399 sh | 800,399 | $16.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP310,198 sh | 310,198 | $6.2M |
| RBF Capital44,094 sh | 44,094 | $884.5K |
| IFP Advisors648 sh | 648 | $13.0K |
| Advisors Asset Management567 sh | 567 | $11.4K |
| Seneschal Advisors126 sh | 126 | $2.5K |
| OSAIC124 sh | 124 | $2.5K |
| MAI Capital Management100 sh | 100 | $2.0K |
| Allworth Financial43 sh | 43 | $863.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.