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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
Nomura Asset Management International Inc.432,318$18.9M0.03%+432,318New
Legal & General Group Plc433,858$19.0M0.00%−110,542−20.3%Reduced
Victory Capital Management Inc440,737$19.3M0.01%−86,398−16.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund446,000$19.5M0.03%+202,000+82.8%Added
Livforsakringsbolaget Skandia, Omsesidigt291,350$19.6M0.79%+188,700+183.8%Added
Woodline Partners LP450,408$19.7M0.08%−68,408−13.2%Reduced
Massachusetts Financial Services Co457,187$20.0M0.01%−92,125−16.8%Reduced
Jane Street Group, LLC460,652$20.2M0.02%+222,507+93.4%Added
Jacobs Levy Equity Management, Inc474,133$20.8M0.08%+1,313+0.3%Added
Citadel Advisors LLC485,877$21.3M0.01%−154,404−24.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.492,847$21.6M0.02%+469,719+2,031.0%Added
Krensavage Asset Management, LLC493,526$21.6M7.64%−25,000−4.8%Reduced
Schroder Investment Management Group492,377$21.7M0.02%−73,238−12.9%Reduced
Pictet Asset Management Holding SA486,022$22.0M0.02%+113,623+30.5%Added
Swiss National Bank504,300$22.1M0.01%+1,900+0.4%Added
California Public Employees Retirement System518,999$22.7M0.01%−6,570−1.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH530,120$23.2M0.04%+33,329+6.7%Added
EULAV Asset Management535,043$23.5M0.63%−35,007−6.1%Reduced
Russell Investments Group, Ltd.543,465$23.8M0.03%−796−0.1%Reduced
Millennium Management LLC552,701$24.2M0.02%−523,566−48.6%Reduced
Arbejdsmarkedets Tillaegspension555,504$24.3M0.62%+555,504New
Royal Bank of Canada557,155$24.4M0.00%−214,721−27.8%Reduced
Principal Financial Group Inc575,006$25.2M0.01%−21,241−3.6%Reduced
Canada Pension Plan Investment Board577,900$25.3M0.02%+19,000+3.4%Added
Man Group plc629,407$27.6M0.05%+251,577+66.6%Added
Janus Henderson Group PLC633,844$27.8M0.01%+319,844+101.9%Added
Capital Fund Management S.A.654,892$28.7M0.27%+126,389+23.9%Added
UBS Asset Management Americas Inc655,713$28.7M0.01%−95,900−12.8%Reduced
Wells Fargo & Company674,441$29.6M0.01%+44,089+7.0%Added
Ieq Capital, LLC713,624$31.3M0.09%+330,856+86.4%Added
Rhumbline Advisers720,691$31.6M0.03%−28,525−3.8%Reduced
Gotham Asset Management, LLC724,434$31.8M0.12%−109,584−13.1%Reduced
JPMorgan Chase & Co758,760$33.3M0.00%−183,189−19.4%Reduced
Boothbay Fund Management, LLC804,049$35.2M0.93%−1,331−0.2%Reduced
Barclays PLC805,051$35.3M0.01%+72,365+9.9%Added
Ameriprise Financial Inc814,644$35.7M0.01%+154,839+23.5%Added
Swedbank AB841,778$36.9M0.04%00.0%Unchanged
Point72 Asset Management, L.P.855,980$37.5M0.06%+855,980New
Raymond James Financial Inc864,228$37.9M0.01%−78,153−8.3%Reduced
Retirement Systems of Alabama872,461$38.2M0.12%−3,706−0.4%Reduced
Federated Hermes, Inc.919,054$40.3M0.07%−6,009−0.6%Reduced
Bridgewater Associates, LP925,712$40.6M0.15%+82,747+9.8%Added
Voloridge Investment Management, LLC960,768$42.1M0.15%+644,495+203.8%Added
Systematic Financial Management LP987,310$43.3M1.02%−107,936−9.9%Reduced
Los Angeles Capital Management LLC1,131,018$44.0M0.15%+142,886+14.5%Added
Capital Impact Advisors, LLC1,094,466$48.0M3.75%+892,161+441.0%Added
BNP Paribas Arbitrage, SA1,117,936$49.0M0.03%+495,247+79.5%Added
Thrivent Financial for Lutherans1,188,105$52.1M0.09%+1,126,256+1,821.0%Added
Pacer Advisors, Inc.1,240,978$54.4M0.14%−63,133−4.8%Reduced
Robeco Institutional Asset Management B.V.1,289,291$56.5M0.08%+309,046+31.5%Added
Franklin Resources Inc1,320,494$57.9M0.01%+24,810+1.9%Added
Qube Research & Technologies Ltd1,344,226$58.9M0.08%−308,892−18.7%Reduced
American Century Companies Inc1,361,391$59.7M0.03%−54,314−3.8%Reduced
Allspring Global Investments Holdings, LLC1,383,820$60.3M0.10%+216,048+18.5%Added
Allianz Asset Management GmbH1,459,550$64.0M0.07%−1,003,398−40.7%Reduced
Caligan Partners LP1,553,262$68.1M6.23%+27,532+1.8%Added
First Trust Advisors LP1,564,848$68.6M0.05%+127,871+8.9%Added
SEI Investments Co1,783,389$78.2M0.08%+915,301+105.4%Added
D. E. Shaw & Co., Inc.1,860,005$81.5M0.06%+1,634,571+725.1%Added
Jupiter Asset Management Ltd2,037,698$89.3M0.71%−74,235−3.5%Reduced
Bank of New York Mellon Corp2,044,030$89.6M0.02%−285,584−12.3%Reduced
Goldman Sachs Group Inc2,115,456$92.7M0.01%+1,113,916+111.2%Added
FMR LLC2,159,603$94.7M0.00%+374,190+21.0%Added
Northern Trust Corp2,178,375$95.5M0.01%−102,902−4.5%Reduced
Bank of America Corp2,222,918$97.4M0.01%−140,408−5.9%Reduced
Charles Schwab Investment Management Inc2,236,638$98.0M0.02%−13,169−0.6%Reduced
Norges Bank2,428,922$106.5M0.01%+2,428,922New
Nuveen, LLC2,431,483$106.6M0.03%+271,547+12.6%Added
Stephens Investment Management Group LLC2,539,421$111.3M1.45%+28,265+1.1%Added
Caisse de Depot Et Placement du Quebec2,698,793$118.3M0.20%−25,771−0.9%Reduced
Assetmark, Inc3,330,771$146.0M0.30%+134,800+4.2%Added
UBS Group AG3,722,334$163.1M0.03%+1,067,265+40.2%Added
Morgan Stanley4,206,656$184.4M0.01%+995,949+31.0%Added
Dimensional Fund Advisors LP4,259,677$186.7M0.04%+78,765+1.9%Added
Arrowstreet Capital, Limited Partnership5,277,258$231.3M0.14%+9,317+0.2%Added
Invesco Ltd.6,054,743$265.4M0.03%+94,218+1.6%Added
Geode Capital Management, LLC7,529,163$330.0M0.02%−141,796−1.8%Reduced
LSV Asset Management7,745,932$339.5M0.74%−22,695−0.3%Reduced
Fuller & Thaler Asset Management, Inc.7,960,896$348.9M1.18%−359,898−4.3%Reduced
State Street Corp10,491,342$459.8M0.02%−623,473−5.6%Reduced
AQR Capital Management LLC13,658,388$598.6M0.31%+4,477,029+48.8%Added
Renaissance Technologies LLC13,914,043$609.9M0.95%−1,545,223−10.0%Reduced
Farallon Capital Management, L.L.C.15,709,500$688.5M3.58%−3,792,000−19.4%Reduced
Vanguard Group Inc25,490,449$1.12B0.02%−574,122−2.2%Reduced
BlackRock, Inc.30,201,862$1.32B0.02%+834,903+2.8%Added
HRT Financial LP0$00.00%−190,083−100.0%Sold out
Norden Group LLC0$00.00%−175,183−100.0%Sold out
Caption Management, LLC0$00.00%−78,883−100.0%Sold out
Mubadala Investment Co PJSC0$00.00%−60,911−100.0%Sold out
Exit Wealth Advisors, LLC.0$00.00%−56,678−100.0%Sold out
Advisors Preferred, LLC0$00.00%−53,538−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−49,001−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−45,625−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−42,984−100.0%Sold out
Nan Fung Trinity (HK) Ltd0$00.00%−34,200−100.0%Sold out
Atom Investors LP0$00.00%−33,648−100.0%Sold out
Archford Capital Strategies, LLC0$00.00%−29,892−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−24,953−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−20,355−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−20,184−100.0%Sold out