Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LYEL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ARCH Venture Management, LLC | 3.2M | $65.1M | +17.7% | 13.916% | 9.62% |
| 2 | GSK plc | 1.5M | $30.3M | 0.0% | 6.483% | 5.06% |
| 3 | Foresite Capital Management IV, LLC | 800K | $16.1M | 0.0% | 3.430% | 6.77% |
| 4 | Orland Properties Ltd | 755K | $15.1M | 0.0% | 3.234% | 5.67% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 718K | $14.4M | β | 3.078% | 0.00% |
| 6 | Almitas Capital LLC | 578K | $11.6M | 0.0% | 2.476% | 2.62% |
| 7 | Foresite Capital Management V, LLC | 477K | $9.6M | 0.0% | 2.045% | 3.53% |
| 8 | MILLENNIUM MANAGEMENT LLC | 459K | $9.2M | +682.4% | 1.967% | 0.01% |
| 9 | CITADEL ADVISORS LLC | 393K | $7.9M | +15.5% | 1.686% | 0.00% |
| 10 | venBio Partners LLC | 338K | $6.8M | 0.0% | 1.447% | 2.41% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 310K | $6.2M | +94.6% | 1.329% | 0.00% |
| 12 | Alphabet Inc. | 293K | $5.9M | 0.0% | 1.257% | 0.15% |
| 13 | BlackRock, Inc. | 192K | $3.8M | +5.5% | 0.822% | 0.00% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 167K | $3.4M | +2.4% | 0.716% | 0.00% |
| 15 | MARSHALL WACE, LLP | 149K | $3.0M | +102.6% | 0.636% | 0.00% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 116K | $2.3M | +194.8% | 0.499% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 114K | $2.3M | +18.4% | 0.491% | 0.00% |
| 18 | Velan Capital Investment Management LP | 102K | $2.0M | β | 0.437% | 1.28% |
| 19 | MIC Capital Management UK LLP | 87K | $1.7M | 0.0% | 0.373% | 0.50% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 87K | $1.7M | β | 0.372% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 86K | $1.7M | +0.6% | 0.368% | 0.00% |
| 22 | Opaleye Management Inc. | 79K | $1.6M | β | 0.339% | 0.21% |
| 23 | STATE STREET CORP | 73K | $1.5M | +40.9% | 0.311% | 0.00% |
| 24 | JANE STREET GROUP, LLC | 64K | $1.3M | +414.9% | 0.274% | 0.01% |
| 25 | MORGAN STANLEY | 56K | $1.1M | +30.7% | 0.241% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LYEL β a direct measure of their conviction.
Filings activity in LYEL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LYEL position in Q1 2026
Institutions that fully closed their LYEL position in Q1 2026
4 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 71 | +9.2% | 75.29% | 35.80 pp | $237M | 32% |
| Q4 2025 | 65 | +18% | 111.09% | +62.22 pp | $350M | +127% |
| Q3 2025 | 55 | 14% | 48.87% | +30.63 pp | $154M | +168% |
| Q2 2025 | 64 | β | 18.24% | β | $57M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LYEL stock.
Based on Q1 2026 13F filings, institutional ownership of Lyell Immunopharma, Inc. stands at 75.3%, held across 71 reporting institutions.
ARCH Venture Management, LLC is the largest reported institutional holder of LYEL, with approximately 3,247,162 shares worth $0.07B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of LYEL, including MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for LYEL is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in LYEL during Q1 2026, while 12 fully exited. 12 added to existing positions and 41 trimmed.
LYEL institutional ownership fell by 35.80 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 78.5% of all reported 13F value in LYEL, and the top 25 account for 95.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lyell Immunopharma, Inc. (LYEL) Institutional Ownership