Lyell Immunopharma, Inc.: which funds bought and sold

Institutions that bought and sold Lyell Immunopharma shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 51 institutions that filed 13F reports for both quarters added to or opened positions in Lyell Immunopharma, and 28 cut or closed them. Together they added a net 7,831 shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 264K shares (−20.4%); index fund managers were net buyers of 1.1M shares (+76.9%). 23 opened a new position and 9 sold out entirely.

Bought, Q2 2026 51 institutions, 23 of them new holders Sold, Q2 2026 28 institutions, 9 of them sold out

Net change, all compared +7,831 shares (+0.1%)

Net change, active managers −264K shares (−20.4%), 11 bought, 5 sold

Buyers versus sellers

institutions compared, 94

51 bought 15 28 sold

Active managers and hedge funds 11 bought · 5 sold · −264K

Index fund managers 9 bought · 0 sold · +1.1M

Other institutions 31 bought · 23 sold · −786K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+533K +277.6%	724K	$10.2M
Opaleye Management Inc.	+265K +334.9%	344K	$4.8M
Geode Capital Management, LLC Index funds	+144K +86.0%	311K	$4.4M
State Street Corp Index funds	+113K +155.5%	185K	$2.6M
Northern Trust Corp Index funds	+88K +291.3%	119K	$1.7M
Vanguard Portfolio Management LLC Index funds	+69K +299.3%	92K	$1.3M
Vanguard Capital Management LLC Index funds	+69K +9.6%	787K	$11.1M
Acadian Asset Management LLC Active manager	+60K New position	60K	$836,000
Qube Research & Technologies Ltd Hedge fund	+55K +100.6%	111K	$1.6M
Two Sigma Investments, LP Hedge fund	+41K +356.9%	53K	$743,624
HRT Financial LP	+37K New position	37K	$513,000
Gsa Capital Partners LLP	+26K New position	26K	$368,000
Bank Of New York Mellon Corp	+25K New position	25K	$346,656
Squarepoint Ops LLC Hedge fund	+23K +119.4%	42K	$594,624
Charles Schwab Investment Management Inc Index funds	+22K +25.1%	108K	$1.5M
Dimensional Fund Advisors LP	+20K +42.7%	68K	$957,066
Entrypoint Capital, LLC	+19K New position	19K	$272,710
Price T Rowe Associates Inc Active manager	+18K +133.5%	31K	$431,000
Allspring Global Investments Holdings, LLC	+16K New position	16K	$226,837
Rhumbline Advisers Index funds	+15K New position	15K	$217,234

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Acadian Asset Management LLC Active manager	+60K New position	60K	$836,000
Qube Research & Technologies Ltd Hedge fund	+55K +100.6%	111K	$1.6M
Two Sigma Investments, LP Hedge fund	+41K +356.9%	53K	$743,624
Squarepoint Ops LLC Hedge fund	+23K +119.4%	42K	$594,624
Price T Rowe Associates Inc Active manager	+18K +133.5%	31K	$431,000
Renaissance Technologies LLC Hedge fund	+14K +11.8%	130K	$1.8M
Graham Capital Management, L.P. Hedge fund	+12K New position	12K	$163,008
Los Angeles Capital Management LLC Active manager	+9,505 New position	9,505	$133,545
American Century Companies Inc Active manager	+8,569 +53.7%	25K	$344,787
Point72 Asset Management, L.P. Hedge fund	+4,788 +22.5%	26K	$366,424

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Foresite Capital Management Iv, LLC	−800K Sold out	0	—
Citadel Advisors LLC Hedge fund	−363K −95.1%	19K	$262,665
Susquehanna International Group, LLP	−310K Sold out	0	—
Millennium Management LLC Hedge fund	−91K −19.9%	367K	$5.2M
Rbf Capital, LLC	−44K Sold out	0	—
Marshall Wace, LLP Hedge fund	−42K −28.4%	106K	$1.5M
Goldman Sachs Group Inc	−28K −24.2%	87K	$1.2M
Bank Of America Corp	−22K −67.4%	11K	$152,737
Clearstead Advisors, LLC	−20K −50.0%	20K	$280,410
Morgan Stanley	−19K −34.0%	37K	$520,553
Jane Street Group, LLC	−18K −28.0%	46K	$646,455
Walleye Capital LLC Hedge fund	−12K −52.9%	10K	$146,837
UBS Group AG	−5,832 −18.3%	26K	$365,048
Susquehanna Portfolio Strategies, LLC	−2,925 −14.1%	18K	$251,144
Brevan Howard Capital Management LP Hedge fund	−1,878 −14.0%	12K	$162,376
Citigroup Inc	−887 −15.0%	5,025	$70,601
Foresite Capital Management V, LLC	−692 −0.1%	476K	$6.7M
Ifp Advisors, Inc	−648 Sold out	0	—
Advisors Asset Management, Inc.	−567 Sold out	0	—
Simplex Trading, LLC	−467 −67.4%	226	$3,175

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−363K −95.1%	19K	$262,665
Millennium Management LLC Hedge fund	−91K −19.9%	367K	$5.2M
Marshall Wace, LLP Hedge fund	−42K −28.4%	106K	$1.5M
Walleye Capital LLC Hedge fund	−12K −52.9%	10K	$146,837
Brevan Howard Capital Management LP Hedge fund	−1,878 −14.0%	12K	$162,376

New positions

largest by value

Institution	Shares	Value June 30, 2026
Acadian Asset Management LLCActive manager	60K	$836,000
HRT Financial LP	37K	$513,000
Gsa Capital Partners LLP	26K	$368,000
Bank Of New York Mellon Corp	25K	$346,656
Entrypoint Capital, LLC	19K	$272,710
Allspring Global Investments Holdings, LLC	16K	$226,837
Rhumbline AdvisersIndex funds	15K	$217,234
Invesco Ltd.	14K	$195,492
Nuveen, LLC	13K	$176,960
Graham Capital Management, L.P.Hedge fund	12K	$163,008

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Foresite Capital Management Iv, LLC	800K	$16.1M
Susquehanna International Group, LLP	310K	$6.2M
Rbf Capital, LLC	44K	$884,526
Ifp Advisors, Inc	648	$12,999
Advisors Asset Management, Inc.	567	$11,374
Seneschal Advisors, LLC	126	$2,528
Osaic Holdings, Inc.	124	$2,487
Mai Capital Management	100	$2,006
Allworth Financial LP	43	$863

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 86
Ten largest holders: 76.2%
Index fund managers: 20.3%
Active managers and hedge funds: 8.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	11	5	3	0	−264K	−20.4%
Index fund managers	9	0	1	0	+1.1M	+76.9%
Other institutions	31	23	19	9	−786K	−8.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Lyell Immunopharma.

Only managers that filed a holdings report for both quarters are compared (94 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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