Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.0001
Symbol
LYEL on Nasdaq
Shares outstanding
19,139,684
Price per share
$30.77
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,636,348
Total reported value
$154,088,053
% of total 13F portfolios
0.01%
Share change
+2,817,627
Value change
+$47,780,837
Number of holders
57
Price from insider filings
$30.77
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ARCH Venture Fund IX, L.P. 13% $44,807,329 2,759,072 ARCH Venture Fund IX, L.P. 30 Sep 2025
Innovative Cellular Therapeutics Holdings Ltd 9.8% $30,856,000 1,900,000 Innovative Cellular Therapeutics Holdings Ltd 06 Nov 2025
Foresite Capital Fund IV, L.P. 7.6% $23,622,964 1,454,616 James B. Tananbaum 30 Sep 2025
Gates Frontier, LLC 5.6% 1,040,964 Gates Frontier, LLC 25 Jul 2025
NEWTON (PTC) Ltd 3.9% $12,256,296 754,698 Newton (PTC) Limited 30 Sep 2025

As of 30 Sep 2025, 57 institutional investors reported holding 9,636,348 shares of Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL). This represents 50% of the company’s total 19,139,684 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ARCH Venture Management, LLC 14% 2,759,072 +52% 9.1% $44,807,329
MWG Management Ltd. 5.3% 1,008,116 20% $16,371,804
Foresite Capital Management IV, LLC 4.2% 800,399 0% 7.1% $12,998,480
VANGUARD GROUP INC 4.1% 779,004 +76% 0% $12,651,024
Orland Properties Ltd 3.9% 754,698 2.6% $12,256,296
Almitas Capital LLC 3% 577,807 -0.38% 2.1% $9,383,586
Foresite Capital Management V, LLC 2.5% 477,078 +17% 7.1% $7,747,747
venBio Partners LLC 2.5% 473,479 0% 4.4% $7,689,299
CITADEL ADVISORS LLC 1.8% 339,491 +25% 0% $5,513,334
Alphabet Inc. 1.5% 293,256 0% 0.2% $4,762,477
BlackRock, Inc. 0.92% 176,806 +22% 0% $2,871,329
HSG Holding Ltd 0.8% 152,299 0% 0% $73,104
GEODE CAPITAL MANAGEMENT, LLC 0.68% 130,257 +26% 0% $2,116,079
MILLENNIUM MANAGEMENT LLC 0.65% 125,361 +140% 0% $2,035,863
RBF Capital, LLC 0.5% 95,631 -4.4% 0.07% $1,553,047
MIC Capital Management UK LLP 0.45% 87,028 0% 0.28% $1,413,335
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.42% 79,510 +29% 0% $1,291,242
RENAISSANCE TECHNOLOGIES LLC 0.33% 63,990 -4.8% 0% $1,039,198
ORBIMED ADVISORS LLC 0.27% 51,727 0% 0.02% $840,046
Ikarian Capital, LLC 0.23% 43,799 0% 0.16% $711,296
JOHNSON & JOHNSON 0.22% 41,165 0.13% $668,520
MORGAN STANLEY 0.19% 37,020 +44% 0% $601,204
STATE STREET CORP 0.18% 33,752 -0.28% 0% $548,132
CANADA PENSION PLAN INVESTMENT BOARD 0.15% 29,411 0% 0% $477,635
NORTHERN TRUST CORP 0.15% 28,128 +51% 0% $456,798

Institutional Holders of Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 35 $1,077 $30.77 1
2025 Q3 9,636,348 $154,088,053 +$47,780,837 $16.24 57
2025 Q2 6,818,719 $60,295,418 +$60,292,285 $8.84 62