DaveManuel.com · Institutional Ownership · Who Owns It
LYELL IMMUNOPHARMA INC (LYEL)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
88
Reporting holders
$179.0M
Reported value
51.7%
Of shares outstanding
0.3%
Calls
0.3%
Puts
+13
Holder change
Institutions report 12,674,436 shares against 24,505,141 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | $45.5M | 3,247,162 | 4.14% | 5q | HELD |
| GSK plc | $21.3M | 1,512,659 | 3.53% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.1M | 786,774 | 0.00% | 2q | +9.6%+$964.1K |
| Orland Properties Ltd | $10.6M | 754,698 | 5.25% | 4q | HELD |
| BlackRock, Inc. | $10.2M | 724,342 | 0.00% | 5q | +277.6%+$7.5M |
| Decheng Capital LLC | $9.7M | 692,050 | 1.33% | 7q | HELD |
| Almitas Capital LLC | $8.2M | 581,407 | 1.96% | 5q | +0.6%+$50.6K |
| Foresite Capital Management V, LLC | $6.7M | 476,386 | 1.85% | 5q | HELD |
| MILLENNIUM MANAGEMENT LLC | $5.2M | 367,473 | 0.00% | 5q | -19.9%-$1.3M |
| Opaleye Management Inc. | $4.8M | 344,025 | 0.44% | 2q | +334.9%+$3.7M |
| venBio Partners LLC | $4.7M | 337,697 | 0.91% | 5q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $4.4M | 310,636 | 0.00% | 5q | +86.0%+$2.0M |
| Alphabet Inc. | $4.1M | 293,256 | 0.00% | 5q | HELD |
| STATE STREET CORP | $2.6M | 185,322 | 0.00% | 5q | +155.5%+$1.6M |
| HSG Holding Ltd | $2.1M | 152,299 | 0.18% | 5q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 130,190 | 0.00% | 5q | +11.8%+$193.6K |
| NORTHERN TRUST CORP | $1.7M | 118,500 | 0.00% | 5q | +291.3%+$1.2M |
| Qube Research & Technologies Ltd | $1.6M | 110,531 | 0.00% | 3q | +100.6%+$778.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5M | 107,570 | 0.00% | 5q | +25.1%+$303.5K |
| MARSHALL WACE, LLP | $1.5M | 106,300 | 0.00% | 3q | -28.4%-$593.1K |
| Velan Capital Investment Management LP | $1.5M | 105,000 | 0.90% | 2q | +2.9%+$42.1K |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 93,095 | 0.00% | 2q | +7.1%+$86.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 91,891 | 0.00% | 2q | +299.3%+$967.7K |
| MIC Capital Management UK LLP | $1.2M | 87,028 | 0.31% | 5q | HELD |
| GOLDMAN SACHS GROUP INC | $1.2M | 86,779 | 0.00% | 3q | -24.2%-$389.4K |
| DIMENSIONAL FUND ADVISORS LP | $957.1K | 68,315 | 0.00% | 2q | +42.7%+$286.2K |
| ACADIAN ASSET MANAGEMENT LLC | $836.0K | 59,748 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $753.0K incl. $490.3K options CALL+PUT | 18,695 | 0.00% | 5q | -95.1%-$14.6M |
| TWO SIGMA INVESTMENTS, LP | $743.6K | 52,927 | 0.00% | 5q | +356.9%+$580.9K |
| JANE STREET GROUP, LLC | $646.5K | 46,011 | 0.00% | 3q | -28.0%-$251.2K |
| Squarepoint Ops LLC | $594.6K | 42,322 | 0.00% | 2q | +119.4%+$323.5K |
| Ikarian Capital, LLC | $577.2K | 41,081 | 0.06% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $563.4K CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| MORGAN STANLEY | $520.6K | 37,050 | 0.00% | 5q | -34.0%-$268.4K |
| HRT FINANCIAL LP | $513.0K | 36,575 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $431.0K | 30,657 | 0.00% | 5q | +133.5%+$246.4K |
| CANADA PENSION PLAN INVESTMENT BOARD | $413.2K | 29,411 | 0.00% | 5q | HELD |
| GSA CAPITAL PARTNERS LLP | $368.0K | 26,225 | 0.02% | new | NEW |
| Point72 Asset Management, L.P. | $366.4K | 26,080 | 0.00% | 3q | +22.5%+$67.3K |
| UBS Group AG | $365.0K | 25,982 | 0.00% | 5q | -18.3%-$81.9K |
| Bank of New York Mellon Corp | $346.7K | 24,673 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $344.8K | 24,540 | 0.00% | 2q | +53.7%+$120.4K |
| Jump Financial, LLC | $308.5K | 21,956 | 0.00% | 2q | +9.1%+$25.8K |
| Clearstead Advisors, LLC | $280.4K | 19,958 | 0.00% | 2q | -50.0%-$280.4K |
| EntryPoint Capital, LLC | $272.7K | 19,410 | 0.07% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $252.9K | 18,000 | 0.00% | 5q | HELD |
| Susquehanna Portfolio Strategies, LLC | $251.1K | 17,875 | 0.00% | 5q | -14.1%-$41.1K |
| Allspring Global Investments Holdings, LLC | $226.8K | 16,145 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $217.2K | 15,462 | 0.00% | new | NEW |
| Invesco Ltd. | $195.5K | 13,914 | 0.00% | new | NEW |
| Nuveen, LLC | $177.0K | 12,595 | 0.00% | new | NEW |
| Graham Capital Management, L.P. | $163.0K | 11,602 | 0.00% | new | NEW |
| Brevan Howard Capital Management LP | $162.4K | 11,557 | 0.00% | 2q | -14.0%-$26.4K |
| BANK OF AMERICA CORP /DE/ | $152.7K | 10,871 | 0.00% | 5q | -67.4%-$315.4K |
| Walleye Capital LLC | $146.8K | 10,451 | 0.00% | 2q | -52.9%-$165.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $133.5K | 9,505 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $129.1K | 9,188 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $112.5K | 8,005 | 0.00% | 3q | +6304.0%+$110.7K |
| BNP PARIBAS FINANCIAL MARKETS | $110.2K | 7,845 | 0.00% | 5q | +274.1%+$80.8K |
| Vanguard Global Advisers, LLC | $72.6K | 5,165 | 0.00% | 2q | HELD |
| CITIGROUP INC | $70.6K | 5,025 | 0.00% | 5q | -15.0%-$12.5K |
| BARCLAYS PLC | $66.2K | 4,715 | 0.00% | 5q | +182.2%+$42.8K |
| JPMORGAN CHASE & CO | $61.1K | 4,796 | 0.00% | 5q | +226.7%+$42.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $60.9K | 4,333 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $57.6K | 4,100 | 0.00% | new | NEW |
| China Universal Asset Management Co., Ltd. | $52.2K | 3,714 | 0.00% | 5q | -1.5% |
| Police & Firemen's Retirement System of New Jersey | $48.4K | 3,446 | 0.00% | new | NEW |
| FMR LLC | $30.2K | 2,151 | 0.00% | 5q | +18.0%+$4.6K |
| Tower Research Capital LLC (TRC) | $19.2K | 1,364 | 0.00% | 5q | +4.8% |
| Mirae Asset Global Investments Co., Ltd. | $14.7K | 1,044 | 0.00% | 5q | -5.8% |
| Legal & General Group Plc | $12.9K | 917 | 0.00% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12.7K | 905 | 0.00% | 2q | +102.5%+$6.4K |
| Ameritas Investment Partners, Inc. | $12.0K | 854 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $11.9K | 1,025 | 0.00% | 5q | HELD |
| SIMPLEX TRADING, LLC | $11.6K incl. $8.4K options CALL+PUT | 226 | 0.00% | 5q | -67.4%-$24.0K |
| Russell Investments Group, Ltd. | $10.6K | 752 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $10.0K | 742 | 0.00% | 4q | +195.6%+$6.6K |
| GF FUND MANAGEMENT CO. LTD. | $6.4K | 452 | 0.00% | 4q | -3.8% |
| Truvestments Capital LLC | $4.2K | 300 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $2.7K | 190 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $2.6K incl. $1.4K options PUT | 88 | 0.00% | 5q | -12.0% |
| Quarry LP | $2.5K | 179 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $955 | 68 | 0.00% | new | NEW |
| US BANCORP \DE\ | $815 | 58 | 0.00% | 5q | HELD |
| Cornerstone Financial Management LLC | $646 | 46 | 0.00% | 3q | HELD |
| GAMMA Investing LLC | $492 | 35 | 0.00% | 5q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $351 | 25 | 0.00% | 5q | HELD |
| Optiver Holding B.V. | $281 | 20 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-21 | Seely Lynn | President and CEO | Sold | 9,589 | $149.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $79.4K | 8,181 | 8 | 5 | 2 | 0.0% |
| Q2 2026 | 88 | $179.0M | 12,674,436 | 24 | 28 | 19 | 0.6% |
| Q1 2026 | 75 | $251.5M | 12,514,296 | 15 | 24 | 7 | 0.2% |
| Q4 2025 | 71 | $375.1M | 12,172,162 | 14 | 19 | 16 | 0.3% |
| Q3 2025 | 59 | $174.6M | 10,726,421 | 9 | 18 | 15 | 0.3% |
| Q2 2025 | 69 | $82.3M | 9,259,329 | 66 | 0 | 5 | 0.5% |
| Q1 2025 | 110 | $81.8M | 152,394,547 | 14 | 23 | 35 | 0.0% |
| Q4 2024 | 103 | $95.9M | 150,310,223 | 19 | 31 | 24 | 0.0% |
| Q3 2024 | 116 | $176.7M | 128,510,474 | 19 | 29 | 29 | 0.0% |
| Q2 2024 | 116 | $194.4M | 133,649,715 | 14 | 32 | 41 | 0.0% |
| Q1 2024 | 126 | $300.8M | 134,588,457 | 25 | 36 | 42 | 0.0% |
| Q4 2023 | 116 | $256.6M | 132,019,756 | 21 | 34 | 25 | 0.0% |
| Q3 2023 | 104 | $180.1M | 122,511,208 | 15 | 43 | 21 | 0.0% |
| Q2 2023 | 98 | $388.7M | 122,233,983 | 16 | 29 | 35 | 0.0% |
| Q1 2023 | 97 | $284.8M | 120,711,761 | 19 | 32 | 21 | 0.0% |
| Q4 2022 | 95 | $404.8M | 116,665,487 | 18 | 31 | 18 | 0.0% |
| Q3 2022 | 85 | $1.3B | 176,632,215 | 21 | 31 | 11 | 0.0% |
| Q2 2022 | 72 | $1.1B | 169,974,459 | 12 | 24 | 18 | 0.4% |
| Q1 2022 | 77 | $843.6M | 163,092,752 | 17 | 34 | 10 | 0.4% |
| Q4 2021 | 76 | $662.4M | 85,551,369 | 25 | 27 | 9 | 0.0% |
| Q3 2021 | 61 | $1.3B | 90,325,330 | 27 | 11 | 11 | 0.0% |
| Q2 2021 | 52 | $22.7B | 1,398,381,894 | 52 | 0 | 0 | 0.0% |