Institutional Ownership Exelixis, Inc. (EXEL)
This table provides information about the institutional ownership of Exelixis, Inc. (EXEL). We have compiled data on the 639 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$4,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$4,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
99
shares
|
$4,402
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
97
shares
|
$4,313
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
90
shares
|
$4,002
0.0% of portfolio
|
Q1 2025
Reduced 60.35%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
89
shares
|
$3,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
86
shares
|
$3,824
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
77
shares
|
$3,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
69
shares
|
$3,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
66
shares
|
$2,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
65
shares
|
$2,890
0.0% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
65
shares
|
$2,890
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
62
shares
|
$2,757
0.0% of portfolio
|
Q4 2021
Reduced 80.98%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
59
shares
|
$2,623
0.0% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
55
shares
|
$2,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
50
shares
|
$2,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
46
shares
|
$2,045
0.0% of portfolio
|
Q2 2025
Added 155.56%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
41
shares
|
$1,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
40
shares
|
$1,778
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
40
shares
|
$1,778
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
34
shares
|
$1,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
33
shares
|
$1,467
0.0% of portfolio
|
Q2 2025
Reduced 32.65%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
31
shares
|
$1,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
27
shares
|
$1,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
27
shares
|
$1,200
0.0% of portfolio
|
Q1 2025
New holding
|