Institutional Ownership Xencor Inc (XNCR)
This table provides information about the institutional ownership of Xencor Inc (XNCR). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $731 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
663
shares
|
$6,185
0.0% of portfolio
|
Q1 2025
Reduced 43.91%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
553
shares
|
$5,159
0.0% of portfolio
|
Q2 2025
Added 47.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
373
shares
|
$3,480
0.0% of portfolio
|
Q1 2025
Added 18550.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
319
shares
|
$2,976
0.0% of portfolio
|
Q2 2025
Added 206.73%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
304
shares
|
$2,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
300
shares
|
$2,799
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
222
shares
|
$2,071
0.0% of portfolio
|
Q2 2022
Added 29.82%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
220
shares
|
$2,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
210
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
Reduced 76.67%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
208
shares
|
$1,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
186
shares
|
$1,735
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
158
shares
|
$1,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
114
shares
|
$1,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
110
shares
|
$1,026
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
56
shares
|
$522
0.0% of portfolio
|
Q1 2025
Reduced 93.03%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
46
shares
|
$429
0.0% of portfolio
|
Q4 2022
Added 15.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
39
shares
|
$363
0.0% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
35
shares
|
$326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
34
shares
|
$317
0.0% of portfolio
|
Q1 2025
Reduced 49.25%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
19
shares
|
$177
0.0% of portfolio
|
Q2 2023
Reduced 47.22%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
11
shares
|
$102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
9
shares
|
$83
0.0% of portfolio
|
Q1 2025
Reduced 98.14%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
7
shares
|
$65
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
6
shares
|
$55
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6
shares
|
$55
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|