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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.

Institutional holdersQ4 2025: 685 institutions
Q1 2021: 348 institutionsQ2 2021: 345 institutionsQ3 2021: 341 institutionsQ4 2021: 329 institutionsQ1 2022: 363 institutionsQ2 2022: 376 institutionsQ3 2022: 402 institutionsQ4 2022: 388 institutionsQ1 2023: 366 institutionsQ2 2023: 380 institutionsQ3 2023: 400 institutionsQ4 2023: 427 institutionsQ1 2024: 422 institutionsQ2 2024: 416 institutionsQ3 2024: 454 institutionsQ4 2024: 519 institutionsQ1 2025: 559 institutionsQ2 2025: 635 institutionsQ3 2025: 622 institutionsQ4 2025: 685 institutionsQ1 2026: 701 institutionsQ2 2026: 760 institutions
Value heldQ4 2025: $11.4B
Q1 2021: $5.92BQ2 2021: $4.88BQ3 2021: $5.63BQ4 2021: $4.89BQ1 2022: $6.11BQ2 2022: $5.78BQ3 2022: $4.33BQ4 2022: $4.49BQ1 2023: $5.45BQ2 2023: $5.22BQ3 2023: $5.78BQ4 2023: $6.21BQ1 2024: $6.02BQ2 2024: $5.47BQ3 2024: $6.45BQ4 2024: $8.33BQ1 2025: $9.35BQ2 2025: $11.2BQ3 2025: $10.4BQ4 2025: $11.4BQ1 2026: $11.1BQ2 2026: $14.1B
Institutions holding EXEL and their total value by quarter
QuarterHoldersValue
Q2 2026760$14.1B
Q1 2026701$11.1B
Q4 2025685$11.4B
Q3 2025622$10.4B
Q2 2025635$11.2B
Q1 2025559$9.35B
Q4 2024519$8.33B
Q3 2024454$6.45B
Q2 2024416$5.47B
Q1 2024422$6.02B
Q4 2023427$6.21B
Q3 2023400$5.78B
Q2 2023380$5.22B
Q1 2023366$5.45B
Q4 2022388$4.49B
Q3 2022402$4.33B
Q2 2022376$5.78B
Q1 2022363$6.11B
Q4 2021329$4.89B
Q3 2021341$5.63B
Q2 2021345$4.88B
Q1 2021348$5.92B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Exelixis, Inc.; share changes are against Q3 2025.

Institutions holding EXEL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Concurrent Investment Advisors, LLC31,421$1.38M0.02%+7,512+31.4%Added
Connor, Clark & Lunn Investment Management Ltd.31,635$1.39M0.00%+31,635New
Strategic Investment Advisors31,608$1.39M0.12%−1,735−5.2%Reduced
Milestone Asset Management, LLC31,677$1.39M0.26%−42,115−57.1%Reduced
OP Asset Management Ltd32,707$1.43M0.02%−5,274−13.9%Reduced
Exchange Traded Concepts, LLC33,212$1.46M0.01%+7,093+27.2%Added
Qsemble Capital Management, LP34,206$1.50M0.12%+34,206New
Ameritas Advisory Services, LLC34,270$1.50M0.06%+34,270New
US Bancorp34,377$1.51M0.00%−758−2.2%Reduced
Daiwa Securities Group Inc.34,609$1.52M0.00%−37−0.1%Reduced
Buck Wealth Strategies, LLC36,005$1.58M0.20%+13,652+61.1%Added
SG Americas Securities, LLC36,288$1.59M0.00%+15,203+72.1%Added
Cim, LLC36,320$1.59M0.21%+923+2.6%Added
NorthCrest Asset Manangement, LLC38,444$1.63M0.04%+12,969+50.9%Added
Neuberger Berman Group LLC37,413$1.64M0.00%+3,149+9.2%Added
GWM Advisors LLC37,688$1.65M0.01%+11,337+43.0%Added
Asset Management One Co.,Ltd.36,476$1.65M0.00%−3,690−9.2%Reduced
Teacher Retirement System of Texas37,991$1.67M0.01%−25,607−40.3%Reduced
Change Path, LLC38,051$1.67M0.04%+5,949+18.5%Added
Vinva Investment Management Ltd25,633$1.68M0.02%+2,669+11.6%Added
State of Alaska, Department of Revenue38,703$1.70M0.02%+10,179+35.7%Added
CIBC World Markets Inc.38,904$1.71M0.00%+31,985+462.3%Added
Paragon Capital Management Inc39,101$1.71M1.33%−4,934−11.2%Reduced
Castlekeep Investment Advisors LLC39,411$1.73M0.78%00.0%Unchanged
OpenArc Corporate Advisory, LLC39,476$1.73M0.03%+39,476New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main40,590$1.78M0.00%+27,739+215.9%Added
Stifel Financial Corp40,892$1.79M0.00%+2,448+6.4%Added
Resona Asset Management Co.,Ltd.41,278$1.81M0.01%−5,068−10.9%Reduced
Lifestyle Asset Management, Inc.41,438$1.82M0.59%+3,630+9.6%Added
Campbell & CO Investment Adviser LLC41,982$1.84M0.09%+41,982New
JustInvest LLC42,297$1.85M0.02%−863−2.0%Reduced
Utah Retirement Systems43,517$1.91M0.02%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S43,658$1.91M0.02%−130,128−74.9%Reduced
China Universal Asset Management Co., Ltd.43,689$1.91M0.15%−3,498−7.4%Reduced
Mackenzie Financial Corp43,685$1.92M0.00%+5,290+13.8%Added
PFA Pension, Forsikringsaktieselskab43,658$1.92M0.01%+43,658New
Evolve Private Wealth, LLC44,052$1.93M0.11%+44,052New
KBC Group NV44,236$1.94M0.00%+923+2.1%Added
Pinebridge Investments LLC45,124$1.98M0.01%+45,124New
Private Client Services, LLC45,451$1.99M0.62%+45,451New
Teton Advisors, LLC45,500$1.99M1.38%−4,500−9.0%Reduced
Verition Fund Management LLC45,551$2.00M0.01%+27,627+154.1%Added
Ruffer LLP46,500$2.04M0.09%−35,196−43.1%Reduced
Buckingham Strategic Partners46,687$2.05M0.03%+8,556+22.4%Added
CWA Asset Management Group, LLC48,035$2.11M0.08%+878+1.9%Added
Toroso Investments, LLC48,207$2.11M0.01%−20,205−29.5%Reduced
Advisor Group Holdings, Inc.48,262$2.12M0.00%−274,534−85.0%Reduced
Pallas Capital Advisors LLC48,264$2.12M0.07%+14,405+42.5%Added
Convergence Investment Partners, LLC48,292$2.12M0.42%+48,292New
IFP Advisors, Inc48,329$2.12M0.05%+130.0%Added
HighTower Advisors, LLC48,504$2.13M0.00%−38,724−44.4%Reduced
Xponance, Inc.48,796$2.14M0.02%−4,352−8.2%Reduced
Panagora Asset Management Inc48,874$2.14M0.01%−702−1.4%Reduced
Nomura Holdings Inc49,284$2.16M0.01%−99,086−66.8%Reduced
Brinker Capital Investments, LLC50,090$2.20M0.02%−5,836−10.4%Reduced
Tealwood Asset Management Inc51,341$2.25M1.01%−1,367−2.6%Reduced
Post Resch Tallon Group Inc.52,176$2.29M1.93%−19,748−27.5%Reduced
Oregon Public Employees Retirement Fund53,259$2.33M0.03%−1,000−1.8%Reduced
Bokf, NA53,849$2.36M0.04%−9,694−15.3%Reduced
Elo Mutual Pension Insurance Co54,217$2.38M0.04%−426−0.8%Reduced
MML Investors Services, LLC54,332$2.38M0.01%+12,125+28.7%Added
Erste Asset Management GmbH52,500$2.38M0.02%00.0%Unchanged
Wesbanco Bank Inc55,034$2.41M0.07%+27,000+96.3%Added
Guggenheim Capital LLC55,780$2.44M0.02%−3,790−6.4%Reduced
South Dakota Investment Council56,987$2.50M0.05%−3,700−6.1%Reduced
Profund Advisors LLC57,050$2.50M0.08%+6,739+13.4%Added
North Star Asset Management Inc57,550$2.52M0.10%00.0%Unchanged
New Mexico Educational Retirement Board57,855$2.54M0.08%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.58,128$2.55M0.02%+58,128New
Sumitomo Mitsui Trust Holdings, Inc.59,139$2.59M0.00%+1,200+2.1%Added
CWM Advisors, LLC59,583$2.61M0.23%−12,876−17.8%Reduced
Northwestern Mutual Investment Management Company, LLC59,986$2.63M0.03%−180.0%Reduced
Riverwater Partners LLC60,628$2.66M1.03%+10,542+21.0%Added
Peak Retirement Planning, Inc.62,506$2.74M0.64%+6,031+10.7%Added
Tudor Investment Corp Et Al62,622$2.74M0.02%−17,737−22.1%Reduced
State of Michigan Retirement System63,316$2.78M0.01%−800−1.2%Reduced
Ameritas Investment Partners, Inc.64,456$2.83M0.09%−2,727−4.1%Reduced
Keating Financial Advisory Services, Inc.65,204$2.86M0.39%+65,204New
Sanctuary Advisors, LLC66,624$2.92M0.02%+35,713+115.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys67,093$2.94M0.01%−1,997−2.9%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC68,458$3.00M0.01%+56,609+477.8%Added
Seven Fleet Capital Management LP68,569$3.01M2.03%+68,569New
Moran Wealth Management, LLC68,892$3.02M0.09%−2,925−4.1%Reduced
Omers Administration Corp69,562$3.05M0.02%+50,926+273.3%Added
Arizona State Retirement System69,945$3.07M0.02%−6,707−8.7%Reduced
Virginia Retirement Systems Et Al70,299$3.08M0.02%00.0%Unchanged
Mezzasalma Advisors, LLC71,744$3.13M0.75%+7,803+12.2%Added
Heron Bay Capital Management71,780$3.15M0.60%−397−0.6%Reduced
Handelsbanken Fonder AB72,666$3.19M0.01%−7,200−9.0%Reduced
Comerica Bank72,719$3.19M0.01%−2,839−3.8%Reduced
Independent Advisor Alliance73,888$3.24M0.08%−3,710−4.8%Reduced
Louisiana State Employees Retirement System74,200$3.25M0.06%−700−0.9%Reduced
Natixis Advisors, L.P.77,204$3.38M0.00%+4,646+6.4%Added
Bank of Montreal78,255$3.43M0.00%−3,652−4.5%Reduced
Oak Associates, Ltd78,689$3.45M0.21%−7,855−9.1%Reduced
Crossmark Global Holdings, Inc.79,400$3.48M0.05%+123+0.2%Added
Quantinno Capital Management LP80,094$3.51M0.01%+29,974+59.8%Added
Thrive Capital Management, LLC80,832$3.54M0.79%+19,155+31.1%Added
Bridgeway Capital Management, LLC81,100$3.55M0.07%−550−0.7%Reduced
Ritholtz Wealth Management82,237$3.60M0.07%−5,006−5.7%Reduced