| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| ARCH Venture Fund IX, L.P. | 13% | $44,807,053 | 2,759,072 | ARCH Venture Fund IX, L.P. | 30 Sep 2025 | |||
| Innovative Cellular Therapeutics Holdings Ltd | 9.8% | $30,855,810 | 1,900,000 | Innovative Cellular Therapeutics Holdings Ltd | 06 Nov 2025 | |||
| Foresite Capital Fund IV, L.P. | 7.6% | $23,622,818 | 1,454,616 | James B. Tananbaum | 30 Sep 2025 | |||
| Gates Frontier, LLC | 5.6% | $10,628,242 | 1,040,964 | Gates Frontier, LLC | 25 Jul 2025 | |||
| NEWTON (PTC) Ltd | 3.9% | $12,256,220 | 754,698 | Newton (PTC) Limited | 30 Sep 2025 |
As of 31 Dec 2025, 67 institutional investors reported holding 11,391,805 shares of Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL). This represents 60% of the company’s total 19,139,684 outstanding shares.
The largest institutional shareholders of Lyell Immunopharma, Inc. - Common Stock, par value $0.0001 (LYEL) together control 58% 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 | 0% | 13% | $84,924,236 |
| GSK plc | 7.9% | 1,512,659 | 0% | 5.8% | $46,559,644 |
| MWG Caph Ltd | 5.3% | 1,008,116 | 0% | 43% | $31,029,810 |
| VANGUARD GROUP INC | 4.3% | 826,430 | +6.1% | 0% | $25,437,516 |
| Foresite Capital Management IV, LLC | 4.2% | 800,399 | 0% | 11% | $24,636,281 |
| Orland Properties Ltd | 3.9% | 754,698 | 0% | 4.3% | $23,229,604 |
| Almitas Capital LLC | 3% | 577,807 | 0% | 3.9% | $17,784,899 |
| Foresite Capital Management V, LLC | 2.5% | 477,078 | 0% | 8.9% | $14,684,461 |
| venBio Partners LLC | 1.8% | 337,697 | -29% | 4.8% | $10,394,314 |
| CITADEL ADVISORS LLC | 1.7% | 324,701 | -4.4% | 0.01% | $9,994,297 |
| Alphabet Inc. | 1.5% | 293,256 | 0% | 0.35% | $9,026,420 |
| BlackRock, Inc. | 0.95% | 181,837 | +2.8% | 0% | $5,596,944 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.85% | 162,997 | +25% | 0% | $5,019,879 |
| HSG Holding Ltd | 0.8% | 152,299 | 0% | 0.24% | $3,935,406 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.79% | 151,016 | +835% | 0.01% | $4,648,272 |
| Invesco Ltd. | 0.52% | 98,649 | 0% | $3,036,416 | |
| GOLDMAN SACHS GROUP INC | 0.51% | 96,675 | 0% | $2,975,657 | |
| MIC Capital Management UK LLP | 0.45% | 87,028 | 0% | 0.61% | $2,678,722 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.45% | 85,423 | +7.4% | 0% | $2,629,320 |
| RBF Capital, LLC | 0.39% | 74,585 | -22% | 0.1% | $2,295,726 |
| MARSHALL WACE, LLP | 0.38% | 73,315 | 0% | $2,256,635 | |
| MILLENNIUM MANAGEMENT LLC | 0.31% | 58,651 | -53% | 0% | $1,805,278 |
| STATE STREET CORP | 0.27% | 51,472 | +53% | 0% | $1,584,308 |
| MORGAN STANLEY | 0.22% | 42,949 | +16% | 0% | $1,321,971 |
| JOHNSON & JOHNSON | 0.22% | 41,165 | 0% | 0.23% | $1,267,059 |