$LYEL

$9.31 -$0.08 (0.85%) Close

$LYEL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 24.5M shares outstanding

Who owns LYEL?

By type of holder

Institutions 51.7% Insiders 21.4% Everyone else 27.0%

Concentration Top 10 holders own 48.8%

ARCH Venture Management, LLC 13.3% · Innovative Cellular Therapeutics Holdings Ltd 11.5%

Institutional ownership

51.7%

-0.0 pts vs last qtr

Institutional holders

+12 vs last qtr

Net shares bought

−10.0K

by institutions in Q2 2026

New / sold out

23 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +532.5K
Opaleye Management Inc. +264.9K

Biggest sellers in Q2 2026

Foresite Capital Management IV, LLC SOLD OUT −800.4K
Citadel Advisors LLC −362.8K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Lyell Immunopharma, Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+36.2%

+16.71% a year

Each share's claim on the business

−26.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $122M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years20% 3–5 years14% 1–3 years44% Under 1 year22%

Quarterly turnover

14.2%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting LYEL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AV ARCH Venture Management, LLC	3.2M	13.25%	Unchanged	2025	4.1%
Shares held by quarter Peak holding3.2M (Q1'26) Change over 8 quarters+3.2M Share of the company13.250% ARCH Venture Management, LLC's full portfolio →
GP GSK plc	1.5M	6.17%	Unchanged	Q4 '25	3.5%
Shares held by quarter Peak holding1.5M (Q4'25) Change over 8 quarters+1.5M Share of the company6.170% GSK plc's full portfolio →

ARCH Venture Management, LLC

3.2M

% of company

13.25%

Change vs last qtr

Unchanged

Held since

2025

GSK plc

1.5M

% of company

6.17%

Change vs last qtr

Unchanged

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Lyell Immunopharma, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LYEL on Form N-PORT; together they hold 7.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$8.49M	604.5K	2.47%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$3.19M	227.0K	0.93%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$8.49M

% of company

2.47%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$3.19M

% of company

0.93%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Lyell Immunopharma, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
IC Innovative Cellular Therapeutics Holdings Ltd Insider	2.8M	11.50%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.500% Innovative Cellular Therapeutics Holdings Ltd's insider activity →
KR Klausner Richard Insider	208.7K	0.85%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.850% Klausner Richard's insider activity →

Innovative Cellular Therapeutics Holdings Ltd

Insider

2.8M

% of company

11.50%

Change vs last qtr

—

Held since

—

Klausner Richard

Insider

208.7K

% of company

0.85%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Lyell Immunopharma, Inc..

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