Institutional Ownership Exelixis, Inc. (EXEL)
This table provides information about the institutional ownership of Exelixis, Inc. (EXEL). We have compiled data on the 685 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $9.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
60
shares
|
$2,251
0.0% of portfolio
|
Q2 2025
Added 93.55%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
59
shares
|
$2,213
0.0% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
56
shares
|
$2,101
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
55
shares
|
$2,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
50
shares
|
$1,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
46
shares
|
$1,725
0.0% of portfolio
|
Q2 2025
Added 155.56%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
44
shares
|
$1,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
44
shares
|
$1,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
41
shares
|
$1,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
40
shares
|
$1,500
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
40
shares
|
$1,500
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
33
shares
|
$1,238
0.0% of portfolio
|
Q2 2025
Reduced 32.65%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
28
shares
|
$1,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
27
shares
|
$1,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
27
shares
|
$1,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
24
shares
|
$900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
23
shares
|
$862
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
23
shares
|
$862
0.0% of portfolio
|
Q2 2025
Added 187.5%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$825
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
17
shares
|
$637
0.0% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
16
shares
|
$600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$562
0.0% of portfolio
|
Q2 2025
Added 87.5%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
14
shares
|
$525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
13
shares
|
$487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
10
shares
|
$375
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|