Who owns Lyell Immunopharma (LYEL)
Which tracked institutional funds hold LYEL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LYEL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
9 tracked funds added or opened LYEL while 26 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LYEL’s largest tracked holder by dollar value, ARCH Venture Management, LLC, sizes it at 4.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LYEL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 84 tracked filers holding LYEL, 49 increased or opened the position and 29 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LYEL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 3
- Foresite Capital Management IV, LLC$16M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- RBF Capital, LLC$885K
Largest adds
- BlackRock, Inc.$6M
- Opaleye Management Inc.$3M
- HSG Holding Ltd$2M
- STATE STREET CORP$1M
- NORTHERN TRUST CORP$1M
- GEODE CAPITAL MANAGEMENT, LLC$1M
Largest trims
- ARCH Venture Management, LLC$20M
- GSK plc$9M
- CITADEL ADVISORS LLC$7M
- Orland Properties Ltd$5M
- Decheng Capital LLC$4M
- MILLENNIUM MANAGEMENT LLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ARCH Venture Management, LLC | 3,247,162 | $46M | 16.4% | 2026-Q2 |
| GSK plc | 1,512,659 | $21M | 7.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 786,774 | $11M | 4.0% | 2026-Q2 |
| Orland Properties Ltd | 754,698 | $11M | 3.8% | 2026-Q2 |
| BlackRock, Inc. added | 724,342 | $10M | 3.7% | 2026-Q2 |
| Decheng Capital LLC | 692,050 | $10M | 3.5% | 2026-Q2 |
| Almitas Capital LLC added | 581,407 | $8M | 2.9% | 2026-Q2 |
| Foresite Capital Management V, LLC trimmed | 476,386 | $7M | 2.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 367,473 | $5M | 1.9% | 2026-Q2 |
| Opaleye Management Inc. added | 344,025 | $5M | 1.7% | 2026-Q2 |
| venBio Partners LLC | 337,697 | $5M | 1.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 310,636 | $4M | 1.6% | 2026-Q2 |
| Alphabet Inc. | 293,256 | $4M | 1.5% | 2026-Q2 |
| STATE STREET CORP added | 185,322 | $3M | 0.9% | 2026-Q2 |
| HSG Holding Ltd | 152,299 | $2M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 130,190 | $2M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 118,500 | $2M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 110,531 | $2M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 107,570 | $2M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 106,300 | $1M | 0.5% | 2026-Q2 |
| Velan Capital Investment Management LP added | 105,000 | $1M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 93,095 | $1M | 0.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 91,891 | $1M | 0.5% | 2026-Q2 |
| MIC Capital Management UK LLP | 87,028 | $1M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 86,779 | $1M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 68,315 | $957K | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 52,927 | $744K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 46,011 | $646K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 42,322 | $595K | 0.2% | 2026-Q2 |
| Ikarian Capital, LLC | 41,081 | $577K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 37,050 | $521K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 30,657 | $431K | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 29,411 | $413K | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 26,080 | $366K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 25,982 | $365K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 24,673 | $347K | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 24,540 | $345K | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 21,956 | $308K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 19,958 | $280K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC trimmed | 19,410 | $273K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,695 | $263K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 18,000 | $253K | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 17,875 | $251K | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 16,145 | $227K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 15,462 | $217K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 13,914 | $195K | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 12,595 | $177K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 11,602 | $163K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 11,557 | $162K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 10,871 | $153K | 0.1% | 2026-Q2 |
| Walleye Capital LLC trimmed | 10,451 | $147K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 9,505 | $134K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 9,188 | $129K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,005 | $112K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 7,845 | $110K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 5,165 | $73K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 5,025 | $71K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 4,715 | $66K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,796 | $61K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 4,333 | $61K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 4,100 | $58K | 0.0% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. trimmed | 3,714 | $52K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey trimmed | 3,446 | $48K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,151 | $30K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 1,364 | $19K | 0.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 1,044 | $15K | 0.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 917 | $13K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 905 | $13K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 854 | $12K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 1,025 | $12K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 752 | $11K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 742 | $10K | 0.0% | 2026-Q2 |
| GF FUND MANAGEMENT CO. LTD. trimmed | 452 | $6K | 0.0% | 2026-Q2 |
| Truvestments Capital LLC new | 300 | $4K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 226 | $3K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 190 | $3K | 0.0% | 2026-Q2 |
| Quarry LP new | 179 | $3K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 88 | $1K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 68 | $955 | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 58 | $815 | 0.0% | 2026-Q2 |
| Cornerstone Financial Management LLC | 46 | $646 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 35 | $492 | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 25 | $351 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. new | 20 | $281 | 0.0% | 2026-Q2 |
| Foresite Capital Management IV, LLC | 800,399 | $16M | 5.8% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 310,198 | $6M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| RBF Capital, LLC trimmed | 44,094 | $885K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MWG Caph Ltd new | 1,008,116 | $31M | 11.1% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC added | 826,430 | $25M | 9.1% | 2025-Q4 stale (2 quarters behind) |
| JOHNSON & JOHNSON trimmed | 41,165 | $1M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Clarius Group, LLC | 19,958 | $614K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 9,516 | $293K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ExodusPoint Capital Management, LP new | 8,511 | $262K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC | 7,900 | $243K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MWG Management Ltd. | 1,008,116 | $16M | 5.9% | 2025-Q3 stale (3 quarters behind) |
| TAKEDA PHARMACEUTICAL CO LTD added | 54,887 | $891K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| ORBIMED ADVISORS LLC | 51,727 | $840K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Woodline Partners LP new | 98,425 | $870K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| TD Asset Management Inc trimmed | 50,232 | $444K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 39,621 | $350K | 0.1% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.