LYEL

Lyell Immunopharma Inc
Health CareUSCUSIP 55083R203◍ Confluence graph
Tracked 13F Holders
75
-43 QoQ
13F Value (tracked)
$172.6M
Insider Net · 180d
-$246K
0↑ 6↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)22 adding · 5 trimming
Insider net (180d)-$246K

Who owns LYEL?

75 tracked 13F filers

75 tracked 13F filers disclose a position in LYEL as of the latest SEC 13F filings, a combined $172.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1ARCH Venture Management, LLC
$45.5M
3.2M
Held
Q2 2026
2Foresite Capital Management IV, LLC
$16.1M
800K
Held
Q1 2026
3Orland Properties Ltd
$10.6M
755K
Held
Q2 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$14.4M
718K
First observed position
No prior filed position
Q1 2026
5Almitas Capital LLC
$8.2M
581K
+0.6%
Added · +4K sh
Q2 2026
6Foresite Capital Management V, LLC
$9.6M
477K
Held
Q1 2026
7MILLENNIUM MANAGEMENT LLC
$9.2M
459K
+682%
Added · +400K sh
Q1 2026
8CITADEL ADVISORS LLC
$7.7M
381K
+17%
Added · +57K sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$4.4M
311K
+86%
Added · +144K sh
Q2 2026
10SUSQUEHANNA INTERNATIONAL GROUP, LLP
$6.2M
310K
+105%
Added · +159K sh
Q1 2026
11Alphabet Inc.
$4.1M
293K
Held
Q2 2026
12BlackRock, Inc.
$3.8M
192K
+5.5%
Added · +10K sh
Q1 2026
13STATE STREET CORP
$2.6M
185K
+156%
Added · +113K sh
Q2 2026
14HSG Holding Ltd
$2.1M
152K
Held
Q2 2026
15MARSHALL WACE, LLP
$3.0M
149K
+103%
Added · +75K sh
Q1 2026
16RENAISSANCE TECHNOLOGIES LLC
$2.3M
116K
+195%
Added · +77K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$2.3M
114K
+18%
Added · +18K sh
Q1 2026
18Velan Capital Investment Management LP
$1.5M
105K
+2.9%
Added · +3K sh
Q2 2026
19MIC Capital Management UK LLP
$1.2M
87K
Held
Q2 2026
20VANGUARD FIDUCIARY TRUST CO
$1.7M
87K
First observed position
No prior filed position
Q1 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$1.7M
86K
+0.6%
Added · +548 sh
Q1 2026
22Opaleye Management Inc.
$1.6M
79K
New
+79K sh
Q1 2026
23JANE STREET GROUP, LLC
$1.3M
64K
+415%
Added · +51K sh
Q1 2026
24MORGAN STANLEY
$1.1M
56K
+31%
Added · +13K sh
Q1 2026
25Qube Research & Technologies Ltd
$1.1M
55K
+509%
Added · +46K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is LYEL being bought or sold by institutions?

Last quarter, 12 funds opened a new position in LYEL and 10 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
12
funds
Added
10
funds
Reduced
5
funds
Exited
0
funds

Funds that own LYEL also own

CompanyCo-held byCombined value
ELI LILLY & COLLY30 funds$18.4B
ALPHABET INC-CL AGOOGL29 funds$38.0B
META PLATFORMS INC-CLASS AMETA29 funds$28.7B
COSTCO WHOLESALE CORPCOST29 funds$7.6B
TERADYNE INCTER29 funds$2.9B
BRISTOL-MYERS SQUIBB COBMY29 funds$2.7B
CARDINAL HEALTH INCCAH29 funds$1.8B
MCKESSON CORPMCK29 funds$1.7B
CADENCE DESIGN SYS INCCDNS29 funds$1.7B
AUTOMATIC DATA PROCESSINGADP29 funds$1.4B
MONSTER BEVERAGE CORPMNST29 funds$1.0B
NVIDIA CORPNVDA28 funds$96.8B

Ranked by how many of LYEL's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$246K
6 insiders
Net
-$246K
14 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 21, 2026Lee Gary K.Chief Scientific OfficerSell (S)1K$23K
Aug 21, 2026Hill Stephen J.Chief Operating OfficerSell (S)989$15K
Aug 21, 2026Seely LynnPresident and CEO, DirectorSell (S)10K$149K
Aug 10, 2026Lee Gary K.Chief Scientific OfficerSell (S)131$2K
Aug 10, 2026Bulis Veronica SanchezVP, Corporate ControllerSell (S)621$9K
Aug 10, 2026Hill Stephen J.Chief Operating OfficerSell (S)89$1K
Aug 10, 2026Seely LynnPresident and CEO, DirectorSell (S)390$6K
Jul 17, 2026Innovative Cellular Therapeutics Holdings Ltd10% OwnerSell (S)10$137
Jul 16, 2026Innovative Cellular Therapeutics Holdings Ltd10% OwnerSell (S)10$137
Jun 10, 2026Shook DavidChief Medical OfficerSell (S)2K$25K
May 11, 2026Seely LynnPresident and CEO, DirectorSell (S)388$7K
May 11, 2026Lee Gary K.Chief Scientific OfficerSell (S)130$2K

Institutional ownership over time

25 funds-32 since Q2 2025
03468Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $81.4M

Share classes

Class13F holdersValue held
LYELthis pageStock75 funds$172.6M
55083R104COM1 funds$9.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

Keep exploring

Connected entities for LYEL

Browse more

Build

Ask your agent what changed in LYEL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LYEL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LYEL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LYEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.