Lyell Immunopharma Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:LYEL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
14 Mar 25	BuyUS$106,190	Lynn Seely	Individual		175,000	US$0.61

Insider Trading Volume

Insider Buying: LYEL insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LYEL?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	8,991,626	3.05%
Public Companies	31,076,506	10.5%
VC/PE Firms	52,870,763	17.9%
General Public	61,083,175	20.7%
Institutions	141,206,798	47.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 16.2%.

Top Shareholders

Top 25 shareholders own 73.14% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.3%	Arch Venture Partners, L.P.	36,412,716	US$17.6m	0%	1.51%
10.3%	GSK plc	30,253,189	US$14.6m	0%	no data
6.83%	Mwg Management Ltd.	20,162,332	US$9.8m	0%	16.87%
5.57%	Foresite Capital Management, LLC	16,458,047	US$8.0m	97.7%	2.3%
5.11%	Apoletto Limited	15,093,969	US$7.3m	0%	9.03%
4.49%	BlackRock, Inc.	13,265,869	US$6.4m	-3.5%	no data
4.03%	Decheng Capital LLC	11,909,341	US$5.8m	0%	1.59%
3.31%	The Vanguard Group, Inc.	9,766,083	US$4.7m	-3.03%	no data
2.5%	WuXi PharmaTech Healthcare Fund I General Partner L.P.	7,390,710	US$3.6m	0%	12.25%
2.41%	venBio LLC	7,102,190	US$3.4m	0%	3.14%
2.34%	T. Rowe Price Group, Inc.	6,910,749	US$3.3m	-6.01%	no data
1.99%	GV Management Company, LLC	5,865,125	US$2.8m	0%	0.3%
1.59%	Hans Edgar Bishop	4,685,614	US$2.3m	0%	no data
1.4%	Geode Capital Management, LLC	4,137,264	US$2.0m	2.92%	no data
1.32%	Richard Klausner	3,898,714	US$1.9m	0%	no data
1.27%	Citadel Advisors LLC	3,754,745	US$1.8m	211,000%	no data
1.27%	State Street Global Advisors, Inc.	3,748,673	US$1.8m	-3.62%	no data
1.05%	OrbiMed Advisors LLC	3,103,623	US$1.5m	-49%	0.03%
1.03%	HongShan	3,045,997	US$1.5m	0%	0.03%
0.59%	Mic Capital Management Uk Llp	1,740,569	US$841.9k	0%	0.16%
0.56%	Charles Schwab Investment Management, Inc.	1,645,787	US$796.1k	43.4%	no data
0.55%	Renaissance Technologies LLC	1,612,146	US$779.8k	717%	no data
0.47%	Jacobs Levy Equity Management Inc	1,385,301	US$670.1k	0%	no data
0.44%	Northern Trust Global Investments	1,310,224	US$633.8k	-3.38%	no data
0.43%	Ikarian Capital, LLC	1,276,037	US$617.2k	143%	0.25%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/19 03:38
End of Day Share Price	2025/03/19 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lyell Immunopharma, Inc. is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jason Zemansky	BofA Global Research
Salveen Richter	Goldman Sachs
Mitchell Kapoor	H.C. Wainwright & Co.