LYEL Lyell Immunopharma, Inc.: institutional ownership and insider trading
99 funds reported holding $243M of Lyell Immunopharma, Inc. in their latest 13F filings; in Q2 2026 funds net bought $938K, with 23 new positions and 10 funds selling out; over the last 12 months insiders bought $25.0M and sold $608K on the open market; over its last four quarters it reported revenue of $27.0K and net income of −$248M.
LYEL revenue and earnings
- Quarter ended Jun 30, 2026: revenue $4.00K, net income −$44.8M, EPS -1.92
- Quarter ended Mar 31, 2026: revenue $2.00K, net income −$24.2M, EPS -1.10
- Quarter ended Dec 31, 2025: revenue $6.00K, net income −$141M, EPS -7.50
- Quarter ended Sep 30, 2025: revenue $15.0K, net income −$38.8M, EPS -2.13
Famous investors holding LYEL
- Izzy Englander (Millennium Management): $5.16M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $1.83M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $753K, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $744K, 0.0% of the portfolio
Largest institutional holders of LYEL
- ARCH Venture Management, LLC — $45.5M
- MWG Caph Ltd — $31.0M
- VANGUARD GROUP INC — $25.4M
- GSK plc (GSK, GLAXF) — $21.3M
- MWG Management Ltd. — $16.4M
- VANGUARD CAPITAL MANAGEMENT LLC — $11.1M
- Orland Properties Ltd — $10.6M
- BlackRock, Inc. (BLK) — $10.2M
- Almitas Capital LLC — $8.17M
- Foresite Capital Management V, LLC — $6.69M
Recent LYEL insider trades
- Oct 12, 2026: Aguirre Jarrad Mattieu sold 422 shares ($3.64K)
- Sep 10, 2026: Shook David sold 500 shares ($6.35K)
- Aug 21, 2026: Seely Lynn sold 9,589 shares ($149K)
- Aug 21, 2026: Hill Stephen J. sold 989 shares ($15.4K)
5%+ owners
- ARCH Venture Fund IX, L.P.: 13.9% (Schedule 13G/A, filed May 15, 2026)
- Innovative Cellular Therapeutics Holdings Limited: 12.3% (Schedule 13G/A, filed Jun 18, 2026)
- EULER FUND, L.P.: 6.7% (Schedule 13G, filed Apr 21, 2026)
- Explore Investments LLC: 6.6% (Schedule 13G/A, filed May 8, 2026)
Who owns the most LYEL stock?
The largest institutional holders of Lyell Immunopharma, Inc. in the latest 13F filings are ARCH Venture Management, LLC ($45.5M), MWG Caph Ltd ($31.0M), VANGUARD GROUP INC ($25.4M).
Are insiders buying or selling LYEL?
Over the last 12 months insiders bought $25.0M and sold $608K of Lyell Immunopharma, Inc. stock on the open market (SEC Form 4).
Which famous investors own LYEL?
Izzy Englander, Renaissance Technologies, Ken Griffin, Two Sigma.
What was LYEL's revenue last quarter?
Lyell Immunopharma, Inc. reported revenue of $4.00K for the quarter ended June 30, 2026, with net income of −$44.8M.