LYEL · Lyell Immunopharma, Inc. · Holdings

$11.96 -0.24 (-1.97%)

Russell 2000 member Rebalance outlook locked

Market Cap

$298.96M

24.51M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 88

Total Value: $179,129,522

Total Shares: 12,749,436

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 88 13F filers · Δ vs Mar 31, 2026

Top Holder

25.5%

−0.4 pts

Top 5

55.1%

−1.0 pts

Top 10

74.4%

−2.4 pts

HHI

1,005

Broadly held−42

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +12

Institutional value: -28.8%

Shares held: +0.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+532,522	724,342
Mid Opaleye Management Inc.	+264,928	344,025
Mega GEODE CAPITAL MANAGEMENT, LLC	+143,656	310,636
Mega STATE STREET CORP	+112,800	185,322
Mega NORTHERN TRUST CORP	+88,220	118,500

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega CITADEL ADVISORS LLC	−339,867	53,595
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−270,098	40,100
Mega MILLENNIUM MANAGEMENT LLC	−91,432	367,473
Large MARSHALL WACE, LLP	−42,216	106,300
Mega GOLDMAN SACHS GROUP INC	−27,712	86,779

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large ACADIAN ASSET MANAGEMENT LLC	59,748	$839,459
Large HRT FINANCIAL LP	36,575	$513,878
Mid GSA CAPITAL PARTNERS LLP	26,225	$368,461
Mega Bank of New York Mellon Corp	24,673	$346,654
Small EntryPoint Capital, LLC	19,410	$272,710

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Foresite Capital Management IV, LLC	800,399	$16,056,003
Mid RBF Capital, LLC	44,094	$884,525
Small DIADEMA PARTNERS LP	4,100	$82,246
Mid IFP Advisors, Inc	648	$12,998
Mid Advisors Asset Management, Inc.	567	$11,374

Filter: New 23 Increased 28 Reduced 20 Sold out 11 Unchanged 17

Showing 91 of 91

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ARCH Venture Management, LLC

$45,622,626

25.47%

3,247,162

GSK plc

$21,252,858

11.86%

1,512,659

VANGUARD CAPITAL MANAGEMENT LLC

$11,054,174

6.17%

786,774

Orland Properties Ltd

$10,603,506

5.92%

754,698

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Newton (PTC) Ltd joint	754,698	$10,603,506	100.0%	Defined

BlackRock, Inc.

$10,177,003

5.68%

724,342

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	7,904	$111,051	1.1%	Sole
BlackRock Investment Management, LLC	28,861	$405,497	4.0%	Sole
BLACKROCK ADVISORS LLC	22,052	$309,830	3.0%	Sole
BlackRock Fund Advisors	404,023	$5,676,523	55.8%	Sole
BlackRock Institutional Trust Company, N.A.	223,480	$3,139,894	30.9%	Sole
BlackRock Asset Management Ireland Ltd	37,809	$531,216	5.2%	Sole
Aperio Group, LLC	213	$2,992	0.0%	Sole

Decheng Capital LLC

$9,723,302

5.43%

692,050

Almitas Capital LLC

$8,168,768

4.56%

581,407

Foresite Capital Management V, LLC

$6,693,223

3.74%

476,386

MILLENNIUM MANAGEMENT LLC

$5,162,995

2.88%

367,473

Opaleye Management Inc.

$4,833,551

2.70%

344,025

venBio Partners LLC

$4,744,642

2.65%

337,697

GEODE CAPITAL MANAGEMENT, LLC

$4,364,435

2.44%

310,636

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	46,484	$653,100	15.0%	Defined
Held directly	264,152	$3,711,335	85.0%	Defined

Alphabet Inc.

$4,120,246

2.30%

293,256

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GV Management Company, L.L.C.	293,256	$4,120,246	100.0%	Defined

STATE STREET CORP

$2,603,774

1.45%

185,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	185,322	$2,603,774	100.0%	Defined

HSG Holding Ltd

$2,139,800

1.19%

152,299

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SNP China Enterprises Ltd joint	152,299	$2,139,800	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$1,829,169

1.02%

130,190

NORTHERN TRUST CORP

$1,664,924

0.93%

118,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	117,035	$1,644,341	98.8%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,465	$20,583	1.2%	Other

Qube Research & Technologies Ltd

$1,552,960

0.87%

110,531

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,511,358

0.84%

107,570

MARSHALL WACE, LLP

$1,493,515

0.83%

106,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	106,300	$1,493,515	100.0%	Other

Velan Capital Investment Management LP

$1,475,250

0.82%

105,000

VANGUARD FIDUCIARY TRUST CO

$1,307,984

0.73%

93,095

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,291,068

0.72%

91,891

MIC Capital Management UK LLP

$1,222,743

0.68%

87,028

GOLDMAN SACHS GROUP INC

$1,219,244

0.68%

86,779

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	86,779	$1,219,244	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$959,824

0.54%

68,315

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	2,123	$29,828	3.1%	Defined
DFA Australia Ltd.	4,678	$65,725	6.8%	Defined
Dimensional Ireland Ltd	6,050	$85,002	8.9%	Defined
Held directly	55,464	$779,269	81.2%	Sole

ACADIAN ASSET MANAGEMENT LLC

$839,459

0.47%

59,748

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	59,748	$839,459	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$743,624

0.42%

52,927

JANE STREET GROUP, LLC

$646,454

0.36%

46,011

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	33,901	$476,309	73.7%	Defined
Jane Street Global Trading, LLC	12,110	$170,145	26.3%	Defined

Squarepoint Ops LLC

$594,624

0.33%

42,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	42,322	$594,624	100.0%	Defined

Ikarian Capital, LLC

$577,188

0.32%

41,081

MORGAN STANLEY

$520,549

0.29%

37,050

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	2,739	$38,482	7.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	17,029	$239,257	46.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	10	$140	0.0%	Defined
Morgan Stanley Bank, N.A.	1,956	$27,481	5.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	15,316	$215,189	41.3%	Defined

HRT FINANCIAL LP

$513,878

0.29%

36,575

PRICE T ROWE ASSOCIATES INC /MD/

$430,730

0.24%

30,657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	30,657	$430,730	100.0%	Defined

CANADA PENSION PLAN INVESTMENT BOARD

$413,224

0.23%

29,411

GSA CAPITAL PARTNERS LLP

$368,461

0.21%

26,225

Point72 Asset Management, L.P.

$366,424

0.20%

26,080

UBS Group AG

$365,045

0.20%

25,982

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	250	$3,512	1.0%	Defined
UBS AG	25,395	$356,799	97.7%	Defined
UBS Securities LLC	337	$4,734	1.3%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$363,895

0.20%

25,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	25,900	$363,895	100.0%	Other

Bank of New York Mellon Corp

$346,654

0.19%

24,673

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	9,096	$127,798	36.9%	Defined
The Bank of New York Mellon	15,576	$218,842	63.1%	Defined
Held directly	1	$14	0.0%	Defined

AMERICAN CENTURY COMPANIES INC

$344,787

0.19%

24,540

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	24,540	$344,787	100.0%	Defined

Jump Financial, LLC

$308,481

0.17%

21,956

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	21,956	$308,481	100.0%	Defined

Clearstead Advisors, LLC

$280,409

0.16%

19,958

EntryPoint Capital, LLC

$272,710

0.15%

19,410

CITADEL ADVISORS LLC

$262,664

0.15%

18,695

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	18,695	$262,664	100.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$252,900

0.14%

18,000

CITADEL ADVISORS LLC

$251,495

0.14%

17,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	17,900	$251,495	100.0%	Defined

Susquehanna Portfolio Strategies, LLC

$251,143

0.14%

17,875

CITADEL ADVISORS LLC

$238,850

0.13%

17,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	17,000	$238,850	100.0%	Defined

Allspring Global Investments Holdings, LLC

$226,837

0.13%

16,145

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	16,145	$226,837	100.0%	Defined

RHUMBLINE ADVISERS

$217,241

0.12%

15,462

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$199,510

0.11%

14,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	14,200	$199,510	100.0%	Other

Invesco Ltd.

$195,490

0.11%

13,914

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,143	$16,059	8.2%	Defined
Invesco Trust Co joint	3,752	$52,715	27.0%	Defined
Invesco Capital Management LLC	9,019	$126,716	64.8%	Defined

Nuveen, LLC

$176,959

0.10%

12,595

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS ADVISORS, LLC joint	12,595	$176,959	100.0%	Defined

Graham Capital Management, L.P.

$163,008

0.09%

11,602

Brevan Howard Capital Management LP

$162,375

0.09%

11,557

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	11,557	$162,375	100.0%	Defined

BANK OF AMERICA CORP /DE/

$152,737

0.09%

10,871

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	10,871	$152,737	100.0%	Defined

Walleye Capital LLC

$146,836

0.08%

10,451

LOS ANGELES CAPITAL MANAGEMENT LLC

$133,545

0.07%

9,505

DEUTSCHE BANK AG\

$129,091

0.07%

9,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	9,188	$129,091	100.0%	Defined

WELLS FARGO & COMPANY/MN

$112,470

0.06%

8,005

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	7,880	$110,714	98.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	125	$1,756	1.6%	Defined

BNP PARIBAS ARBITRAGE, SA

$110,222

0.06%

7,845

Vanguard Global Advisers, LLC

$72,568

0.04%

5,165

CITIGROUP INC

$70,601

0.04%

5,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	5,025	$70,601	100.0%	Defined

JPMORGAN CHASE & CO

$67,383

0.04%

4,796

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	3,901	$54,809	81.3%	Defined
J.P. Morgan Securities plc	895	$12,574	18.7%	Defined

BARCLAYS PLC

$66,244

0.04%

4,715

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	3,498	$49,146	74.2%	Defined
BARCLAYS CAPITAL INC.	1,217	$17,098	25.8%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$60,878

0.03%

4,333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	4,333	$60,878	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$57,605

0.03%

4,100

China Universal Asset Management Co., Ltd.

$52,181

0.03%

3,714

Police & Firemen's Retirement System of New Jersey

$48,416

0.03%

3,446

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,446	$48,416	100.0%	Defined

FMR LLC

$30,221

0.02%

2,151

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,151	$30,221	100.0%	Defined

Tower Research Capital LLC (TRC)

$19,164

0.01%

1,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,364	$19,164	100.0%	Defined

Mirae Asset Global Investments Co., Ltd.

$14,668

0.01%

1,044

JONES FINANCIAL COMPANIES LLLP

$14,401

0.01%

1,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,025	$14,401	100.0%	Sole

Legal & General Group Plc

$12,883

0.01%

917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	917	$12,883	100.0%	Defined

Zurcher Kantonalbank (Zurich Cantonalbank)

$12,715

0.01%

905

Ameritas Investment Partners, Inc.

$11,998

0.01%

854

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	854	$11,998	100.0%	Other

Russell Investments Group, Ltd.

$10,565

0.01%

752

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	752	$10,565	100.0%	Defined

ROYAL BANK OF CANADA

$10,423

0.01%

742

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	418	$5,872	56.3%	Defined
RBC Capital Markets, LLC	312	$4,383	42.1%	Defined
Held directly	12	$168	1.6%	Sole

GF FUND MANAGEMENT CO. LTD.

$6,350

0.00%

452

Truvestments Capital LLC

$4,215

0.00%

300

SIMPLEX TRADING, LLC

$3,175

0.00%

226

Sterling Capital Management LLC

$2,669

0.00%

190

Quarry LP

$2,514

0.00%

179

GROUP ONE TRADING LLC

$1,236

0.00%

Caitong International Asset Management Co., Ltd

$955

0.00%

US BANCORP \DE\

$814

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	58	$814	100.0%	Defined

Cornerstone Financial Management LLC

$646

0.00%

GAMMA Investing LLC

$491

0.00%

NISA INVESTMENT ADVISORS, LLC

$351

0.00%

Optiver Holding B.V.

$281

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	20	$281	100.0%	Defined

Key facts CIK 1806952 CUSIP 55083R203 13F (30d) 66 filings 65 filers Visit website Investor relations