Exelixis, Inc.
EXEL- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0000939767
In the last 90 days, Exelixis, Inc. insiders filed 0 open-market purchases and 1 sale; 760 institutions reported holding it in 13F filings for Q2 2026, worth $14.1B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Exelixis, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 685
- +72 vs. Q3 2025
- Shares held
- 260.4M
- +10.4M (+4.1%) vs. Q3 2025
- Total value
- $11.4B
- +$1.08B (+10.5%) vs. Q3 2025
- New holders
- 132
- 232 more added
- Sold out
- 60
- 242 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 760 | $14.1B |
| Q1 2026 | 701 | $11.1B |
| Q4 2025 | 685 | $11.4B |
| Q3 2025 | 622 | $10.4B |
| Q2 2025 | 635 | $11.2B |
| Q1 2025 | 559 | $9.35B |
| Q4 2024 | 519 | $8.33B |
| Q3 2024 | 454 | $6.45B |
| Q2 2024 | 416 | $5.47B |
| Q1 2024 | 422 | $6.02B |
| Q4 2023 | 427 | $6.21B |
| Q3 2023 | 400 | $5.78B |
| Q2 2023 | 380 | $5.22B |
| Q1 2023 | 366 | $5.45B |
| Q4 2022 | 388 | $4.49B |
| Q3 2022 | 402 | $4.33B |
| Q2 2022 | 376 | $5.78B |
| Q1 2022 | 363 | $6.11B |
| Q4 2021 | 329 | $4.89B |
| Q3 2021 | 341 | $5.63B |
| Q2 2021 | 345 | $4.88B |
| Q1 2021 | 348 | $5.92B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Exelixis, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 30,201,862 | $1.32B | 0.02% | +834,903+2.8% | Added |
| Vanguard Group Inc | 25,490,449 | $1.12B | 0.02% | −574,122−2.2% | Reduced |
| Farallon Capital Management, L.L.C. | 15,709,500 | $688.5M | 3.58% | −3,792,000−19.4% | Reduced |
| Renaissance Technologies LLC | 13,914,043 | $609.9M | 0.95% | −1,545,223−10.0% | Reduced |
| AQR Capital Management LLC | 13,658,388 | $598.6M | 0.31% | +4,477,029+48.8% | Added |
| State Street Corp | 10,491,342 | $459.8M | 0.02% | −623,473−5.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,960,896 | $348.9M | 1.18% | −359,898−4.3% | Reduced |
| LSV Asset Management | 7,745,932 | $339.5M | 0.74% | −22,695−0.3% | Reduced |
| Geode Capital Management, LLC | 7,529,163 | $330.0M | 0.02% | −141,796−1.8% | Reduced |
| Invesco Ltd. | 6,054,743 | $265.4M | 0.03% | +94,218+1.6% | Added |
| Arrowstreet Capital, Limited Partnership | 5,277,258 | $231.3M | 0.14% | +9,317+0.2% | Added |
| Dimensional Fund Advisors LP | 4,259,677 | $186.7M | 0.04% | +78,765+1.9% | Added |
| Morgan Stanley | 4,206,656 | $184.4M | 0.01% | +995,949+31.0% | Added |
| UBS Group AG | 3,722,334 | $163.1M | 0.03% | +1,067,265+40.2% | Added |
| Assetmark, Inc | 3,330,771 | $146.0M | 0.30% | +134,800+4.2% | Added |
| Caisse de Depot Et Placement du Quebec | 2,698,793 | $118.3M | 0.20% | −25,771−0.9% | Reduced |
| Stephens Investment Management Group LLC | 2,539,421 | $111.3M | 1.45% | +28,265+1.1% | Added |
| Nuveen, LLC | 2,431,483 | $106.6M | 0.03% | +271,547+12.6% | Added |
| Norges Bank | 2,428,922 | $106.5M | 0.01% | +2,428,922 | New |
| Charles Schwab Investment Management Inc | 2,236,638 | $98.0M | 0.02% | −13,169−0.6% | Reduced |
| Bank of America Corp | 2,222,918 | $97.4M | 0.01% | −140,408−5.9% | Reduced |
| Northern Trust Corp | 2,178,375 | $95.5M | 0.01% | −102,902−4.5% | Reduced |
| FMR LLC | 2,159,603 | $94.7M | 0.00% | +374,190+21.0% | Added |
| Goldman Sachs Group Inc | 2,115,456 | $92.7M | 0.01% | +1,113,916+111.2% | Added |
| Bank of New York Mellon Corp | 2,044,030 | $89.6M | 0.02% | −285,584−12.3% | Reduced |
| Jupiter Asset Management Ltd | 2,037,698 | $89.3M | 0.71% | −74,235−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,860,005 | $81.5M | 0.06% | +1,634,571+725.1% | Added |
| SEI Investments Co | 1,783,389 | $78.2M | 0.08% | +915,301+105.4% | Added |
| First Trust Advisors LP | 1,564,848 | $68.6M | 0.05% | +127,871+8.9% | Added |
| Caligan Partners LP | 1,553,262 | $68.1M | 6.23% | +27,532+1.8% | Added |
| Allianz Asset Management GmbH | 1,459,550 | $64.0M | 0.07% | −1,003,398−40.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,383,820 | $60.3M | 0.10% | +216,048+18.5% | Added |
| American Century Companies Inc | 1,361,391 | $59.7M | 0.03% | −54,314−3.8% | Reduced |
| Qube Research & Technologies Ltd | 1,344,226 | $58.9M | 0.08% | −308,892−18.7% | Reduced |
| Franklin Resources Inc | 1,320,494 | $57.9M | 0.01% | +24,810+1.9% | Added |
| Robeco Institutional Asset Management B.V. | 1,289,291 | $56.5M | 0.08% | +309,046+31.5% | Added |
| Pacer Advisors, Inc. | 1,240,978 | $54.4M | 0.14% | −63,133−4.8% | Reduced |
| Thrivent Financial for Lutherans | 1,188,105 | $52.1M | 0.09% | +1,126,256+1,821.0% | Added |
| BNP Paribas Arbitrage, SA | 1,117,936 | $49.0M | 0.03% | +495,247+79.5% | Added |
| Capital Impact Advisors, LLC | 1,094,466 | $48.0M | 3.75% | +892,161+441.0% | Added |
| Los Angeles Capital Management LLC | 1,131,018 | $44.0M | 0.15% | +142,886+14.5% | Added |
| Systematic Financial Management LP | 987,310 | $43.3M | 1.02% | −107,936−9.9% | Reduced |
| Voloridge Investment Management, LLC | 960,768 | $42.1M | 0.15% | +644,495+203.8% | Added |
| Bridgewater Associates, LP | 925,712 | $40.6M | 0.15% | +82,747+9.8% | Added |
| Federated Hermes, Inc. | 919,054 | $40.3M | 0.07% | −6,009−0.6% | Reduced |
| Retirement Systems of Alabama | 872,461 | $38.2M | 0.12% | −3,706−0.4% | Reduced |
| Raymond James Financial Inc | 864,228 | $37.9M | 0.01% | −78,153−8.3% | Reduced |
| Point72 Asset Management, L.P. | 855,980 | $37.5M | 0.06% | +855,980 | New |
| Swedbank AB | 841,778 | $36.9M | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 814,644 | $35.7M | 0.01% | +154,839+23.5% | Added |
| Barclays PLC | 805,051 | $35.3M | 0.01% | +72,365+9.9% | Added |
| Boothbay Fund Management, LLC | 804,049 | $35.2M | 0.93% | −1,331−0.2% | Reduced |
| JPMorgan Chase & Co | 758,760 | $33.3M | 0.00% | −183,189−19.4% | Reduced |
| Gotham Asset Management, LLC | 724,434 | $31.8M | 0.12% | −109,584−13.1% | Reduced |
| Rhumbline Advisers | 720,691 | $31.6M | 0.03% | −28,525−3.8% | Reduced |
| Ieq Capital, LLC | 713,624 | $31.3M | 0.09% | +330,856+86.4% | Added |
| Wells Fargo & Company | 674,441 | $29.6M | 0.01% | +44,089+7.0% | Added |
| UBS Asset Management Americas Inc | 655,713 | $28.7M | 0.01% | −95,900−12.8% | Reduced |
| Capital Fund Management S.A. | 654,892 | $28.7M | 0.27% | +126,389+23.9% | Added |
| Janus Henderson Group PLC | 633,844 | $27.8M | 0.01% | +319,844+101.9% | Added |
| Man Group plc | 629,407 | $27.6M | 0.05% | +251,577+66.6% | Added |
| Canada Pension Plan Investment Board | 577,900 | $25.3M | 0.02% | +19,000+3.4% | Added |
| Principal Financial Group Inc | 575,006 | $25.2M | 0.01% | −21,241−3.6% | Reduced |
| Royal Bank of Canada | 557,155 | $24.4M | 0.00% | −214,721−27.8% | Reduced |
| Arbejdsmarkedets Tillaegspension | 555,504 | $24.3M | 0.62% | +555,504 | New |
| Millennium Management LLC | 552,701 | $24.2M | 0.02% | −523,566−48.6% | Reduced |
| Russell Investments Group, Ltd. | 543,465 | $23.8M | 0.03% | −796−0.1% | Reduced |
| EULAV Asset Management | 535,043 | $23.5M | 0.63% | −35,007−6.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 530,120 | $23.2M | 0.04% | +33,329+6.7% | Added |
| California Public Employees Retirement System | 518,999 | $22.7M | 0.01% | −6,570−1.3% | Reduced |
| Swiss National Bank | 504,300 | $22.1M | 0.01% | +1,900+0.4% | Added |
| Pictet Asset Management Holding SA | 486,022 | $22.0M | 0.02% | +113,623+30.5% | Added |
| Schroder Investment Management Group | 492,377 | $21.7M | 0.02% | −73,238−12.9% | Reduced |
| Krensavage Asset Management, LLC | 493,526 | $21.6M | 7.64% | −25,000−4.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 492,847 | $21.6M | 0.02% | +469,719+2,031.0% | Added |
| Citadel Advisors LLC | 485,877 | $21.3M | 0.01% | −154,404−24.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 474,133 | $20.8M | 0.08% | +1,313+0.3% | Added |
| Jane Street Group, LLC | 460,652 | $20.2M | 0.02% | +222,507+93.4% | Added |
| Massachusetts Financial Services Co | 457,187 | $20.0M | 0.01% | −92,125−16.8% | Reduced |
| Woodline Partners LP | 450,408 | $19.7M | 0.08% | −68,408−13.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 291,350 | $19.6M | 0.79% | +188,700+183.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 446,000 | $19.5M | 0.03% | +202,000+82.8% | Added |
| Victory Capital Management Inc | 440,737 | $19.3M | 0.01% | −86,398−16.4% | Reduced |
| Legal & General Group Plc | 433,858 | $19.0M | 0.00% | −110,542−20.3% | Reduced |
| Nomura Asset Management International Inc. | 432,318 | $18.9M | 0.03% | +432,318 | New |
| South Street Advisors LLC | 406,909 | $17.8M | 2.50% | −19,272−4.5% | Reduced |
| Squarepoint Ops LLC | 398,225 | $17.5M | 0.04% | +398,225 | New |
| Brandywine Global Investment Management, LLC | 376,229 | $16.5M | 0.11% | +66,034+21.3% | Added |
| NFJ Investment Group, LLC | 367,111 | $16.1M | 0.58% | −61,271−14.3% | Reduced |
| Prudential Financial Inc | 351,890 | $15.4M | 0.02% | −73,995−17.4% | Reduced |
| Cerity Partners LLC | 349,216 | $15.3M | 0.02% | +167,102+91.8% | Added |
| Jefferies Financial Group Inc. | 343,533 | $15.1M | 0.12% | +245,909+251.9% | Added |
| Driehaus Capital Management LLC | 337,339 | $14.8M | 0.10% | +20,258+6.4% | Added |
| Alliancebernstein L.P. | 330,575 | $14.5M | 0.00% | −18,475−5.3% | Reduced |
| Lazard Asset Management LLC | 323,499 | $14.2M | 0.02% | +26,064+8.8% | Added |
| New York State Teachers Retirement System | 322,207 | $14.1M | 0.03% | −6,332−1.9% | Reduced |
| Clark Capital Management Group, Inc. | 311,082 | $13.6M | 0.08% | +19,465+6.7% | Added |
| Sawgrass Asset Management LLC | 300,564 | $13.2M | 1.65% | +54,178+22.0% | Added |
| Seizert Capital Partners, LLC | 293,943 | $12.9M | 0.54% | +2,081+0.7% | Added |
| Intech Investment Management LLC | 292,114 | $12.8M | 0.11% | −308,697−51.4% | Reduced |