EXELIXIS, INC. (EXEL) — Institutional Holders, Q2 2026

760 institutional investment managers reported a EXEL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← EXEL stock profile

EXEL in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

124

Added to

255

Trimmed

281

Sold out

Biggest buyers

TWO SIGMA INVESTMENTSAdded · +2,003,649 sh+$109.0M
D. E. ShawAdded · +1,948,684 sh+$106.0M
Pacer AdvisorsNew · +1,096,682 sh+$59.7M
UBS Group AGAdded · +774,377 sh+$42.1M
ENVESTNET ASSET MANAGEMENTAdded · +644,204 sh+$35.1M

Biggest sellers

AQR CAPITAL MANAGEMENTTrimmed · -2,071,798 sh-$112.7M
LOS ANGELES CAPITAL MANAGEMENTTrimmed · -1,943,177 sh-$105.7M
BlackRockTrimmed · -1,740,932 sh-$94.7M
FMRTrimmed · -1,178,477 sh-$64.1M
JUPITER ASSET MANAGEMENT LTDTrimmed · -963,516 sh-$52.4M

EXEL 13F holders ranked 1–100 of 760

Institutional investors reporting a position in EXELIXIS, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 29,075,377 sh	29,075,377	$1.6B	0.02%	-5.6%
2	FARALLON CAPITAL MANAGEMENT#2 · 13,468,010 sh	13,468,010	$732.8M	3.38%	+2.7%
3	RENAISSANCE TECHNOLOGIES#3 · 13,427,993 sh	13,427,993	$730.6M	1.01%	-2.2%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 12,043,122 sh	12,043,122	$655.3M	0.03%	-0.3%
5	AQR CAPITAL MANAGEMENT#5 · 11,023,943 sh	11,023,943	$598.6M	0.21%	-15.8%
6	VANGUARD CAPITAL MANAGEMENT#6 · 10,950,997 sh	10,950,997	$595.8M	0.01%	-2.7%
7	STATE STREET#7 · 9,970,071 sh	9,970,071	$542.5M	0.02%	-3.2%
8	FULLER & THALER ASSET MANAGEMENT#8 · 8,929,389 sh	8,929,389	$485.8M	1.32%	+4.5%
9	LSV ASSET MANAGEMENT#9 · 8,146,478 sh	8,146,478	$443.3M	0.80%	+5.2%
10	GEODE CAPITAL MANAGEMENT#10 · 7,650,316 sh	7,650,316	$416.3M	0.02%	-1.9%
11	D. E. Shaw#11 · 5,551,747 sh	5,551,747	$302.1M	0.14%	+54.1%
12	MORGAN STANLEY#12 · 4,519,684 sh	4,519,684	$245.9M	0.01%	+8.2%
13	Invesco Ltd.#13 · 4,495,697 sh	4,495,697	$244.6M	0.02%	+4.2%
14	DIMENSIONAL FUND ADVISORS#14 · 4,426,620 sh	4,426,620	$240.9M	0.04%	+3.0%
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#15 · 4,365,926 sh	4,365,926	$237.6M	0.11%	-9.7%
16	TWO SIGMA INVESTMENTS#16 · 4,209,861 sh	4,209,861	$229.1M	0.17%	+90.8%
17	ASSETMARK#17 · 3,433,824 sh	3,433,824	$186.8M	—	+1.3%
18	Nuveen#18 · 3,276,984 sh	3,276,984	$178.3M	0.04%	-13.4%
19	UBS Group AG#19 · 3,167,890 sh	3,167,890	$172.4M	0.02%	+32.4%
20	Stephens Investment Management Group#20 · 2,710,011 sh	2,710,011	$147.5M	1.58%	+7.3%
21	GOLDMAN SACHS GROUP#21 · 2,690,489 sh	2,690,489	$146.4M	0.01%	+27.0%
22	NORGES BANK#22 · 2,688,866 sh	2,688,866	$146.3M	0.01%	—
23	FIRST ADVISORS#23 · 2,543,353 sh	2,543,353	$138.4M	0.08%	+0.3%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 2,261,816 sh	2,261,816	$123.1M	0.02%	-2.4%
25	BANK OF AMERICA#25 · 2,149,397 sh	2,149,397	$116.9M	<0.01%	+30.7%
26	NORTHERN#26 · 2,126,094 sh	2,126,094	$115.7M	0.01%	-3.1%
27	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#27 · 2,094,299 sh	2,094,299	$114.0M	0.16%	-17.6%
28	Allspring Global Investments#28 · 1,998,471 sh	1,998,471	$107.8M	0.17%	+17.0%
29	Bank of New York Mellon#29 · 1,981,311 sh	1,981,311	$107.8M	0.02%	-0.2%
30	AMERICAN CENTURY COMPANIES#30 · 1,791,664 sh	1,791,664	$97.5M	0.04%	+40.8%
31	THRIVENT FINANCIAL FOR LUTHERANS#31 · 1,620,743 sh	1,620,743	$88.2M	0.15%	+3.3%
32	VANGUARD FIDUCIARY#32 · 1,590,943 sh	1,590,943	$86.6M	0.02%	-2.6%
33	Caligan Partners#33 · 1,553,262 sh	1,553,262	$84.5M	3.98%	0.0%
34	JANE STREET GROUP#34 · 1,402,438 sh	1,402,438	$76.3M	<0.01%	+29.0%
35	JPMORGAN CHASE#35 · 1,298,907 sh	1,298,907	$71.1M	<0.01%	+60.2%
36	Jupiter Topco#36 · 1,236,393 sh	1,236,393	$67.3M	0.03%	—
37	MILLENNIUM MANAGEMENT#37 · 1,218,706 sh	1,218,706	$66.3M	0.02%	+30.4%
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#38 · 1,201,307 sh	1,201,307	$65.4M	0.01%	-7.0%
39	SEI INVESTMENTS#39 · 1,166,715 sh	1,166,715	$63.5M	0.06%	-28.4%
40	LOS ANGELES CAPITAL MANAGEMENT#40 · 1,159,457 sh	1,159,457	$63.1M	0.23%	-62.6%
41	FMR#41 · 1,147,913 sh	1,147,913	$62.5M	<0.01%	-50.7%
42	FRANKLIN RESOURCES#42 · 1,102,753 sh	1,102,753	$60.0M	0.01%	-33.7%
43	Pacer Advisors#43 · 1,096,682 sh	1,096,682	$59.7M	0.15%	New
44	AMERIPRISE FINANCIAL#44 · 1,043,869 sh	1,043,869	$56.8M	0.01%	+4.5%
45	Robeco Institutional Asset Management B.V.#45 · 1,029,819 sh	1,029,819	$56.0M	—	-20.1%
46	ENVESTNET ASSET MANAGEMENT#46 · 949,669 sh	949,669	$51.7M	0.01%	+210.9%
47	RAYMOND JAMES FINANCIAL#47 · 941,571 sh	941,571	$51.2M	0.01%	-9.9%
48	HRT FINANCIAL#48 · 929,242 sh	929,242	$50.6M	0.13%	+101.8%
49	Gotham Asset Management#49 · 892,663 sh	892,663	$48.6M	0.11%	-3.0%
50	Swedbank AB#50 · 841,778 sh	841,778	$45.8M	0.04%	0.0%
51	MARSHALL WACE, LLP#51 · 831,506 sh	831,506	$45.2M	0.04%	+177.2%
52	Retirement Systems of Alabama#52 · 810,655 sh	810,655	$44.1M	0.13%	-6.7%
53	BOOTHBAY FUND MANAGEMENT#53 · 804,095 sh	804,095	$43.8M	0.58%	0.0%
54	Capital Impact Advisors#54 · 754,664 sh	754,664	$41.1M	2.30%	+340.1%
55	WELLS FARGO & COMPANY#55 · 717,840 sh	717,840	$39.1M	<0.01%	+4.4%
56	Allianz Asset Management GmbH#56 · 853,093 sh	853,093	$36.7M	0.03%	-10.6%
57	SCHRODER INVESTMENT MANAGEMENT GROUP#57 · 669,005 sh	669,005	$36.3M	0.03%	+27.3%
58	RHUMBLINE ADVISERS#58 · 656,559 sh	656,559	$35.7M	0.03%	-9.3%
59	CANADA PENSION PLAN INVESTMENT BOARD#59 · 651,800 sh	651,800	$35.5M	0.02%	+26.3%
60	SYSTEMATIC FINANCIAL MANAGEMENT#60 · 649,980 sh	649,980	$35.4M	0.70%	-8.3%
61	PRINCIPAL FINANCIAL GROUP#61 · 631,097 sh	631,097	$34.3M	0.02%	+8.1%
62	BARCLAYS PLC#62 · 628,021 sh	628,021	$34.2M	<0.01%	+24.5%
63	ROYAL BANK OF CANADA#63 · 620,157 sh	620,157	$33.7M	<0.01%	-10.7%
64	Russell Investments Group, Ltd.#64 · 601,944 sh	601,944	$32.8M	0.03%	-3.5%
65	VOLORIDGE INVESTMENT MANAGEMENT#65 · 578,873 sh	578,873	$31.5M	0.13%	-26.5%
66	Arbejdsmarkedets Tillaegspension#66 · 567,100 sh	567,100	$30.9M	0.67%	-7.0%
67	Pictet Asset Management Holding SA#67 · 555,438 sh	555,438	$30.2M	0.03%	-11.6%
68	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#68 · 539,728 sh	539,728	$29.4M	0.02%	-2.9%
69	CAPITAL FUND MANAGEMENT S.A.#69 · 527,235 sh	527,235	$28.7M	0.13%	+9.9%
70	BNP PARIBAS FINANCIAL MARKETS#70 · 526,663 sh	526,663	$28.7M	<0.01%	-45.9%
71	MASSACHUSETTS FINANCIAL SERVICES#71 · 492,134 sh	492,134	$26.8M	<0.01%	+1.8%
72	Livforsakringsbolaget Skandia, Omsesidigt#72 · 293,703 sh	293,703	$26.5M	—	+21.8%
73	Woodline Partners#73 · 485,408 sh	485,408	$26.4M	0.08%	0.0%
74	DRIEHAUS CAPITAL MANAGEMENT#74 · 478,322 sh	478,322	$26.0M	0.15%	+42.1%
75	EULAV Asset Management#75 · 476,043 sh	476,043	$25.9M	—	-3.3%
76	Squarepoint Ops#76 · 473,707 sh	473,707	$25.8M	0.03%	+1649.8%
77	Swiss National Bank#77 · 471,400 sh	471,400	$25.6M	0.01%	-6.5%
78	Man Group plc#78 · 456,761 sh	456,761	$24.9M	0.04%	-10.6%
79	Universal- Beteiligungs- und Servicegesellschaft mbH#79 · 452,133 sh	452,133	$24.6M	0.04%	-7.6%
80	IEQ CAPITAL#80 · 451,768 sh	451,768	$24.6M	0.11%	-22.0%
81	HEALTHCARE OF ONTARIO PENSION PLAN FUND#81 · 438,000 sh	438,000	$23.8M	0.03%	0.0%
82	Baird Financial Group#82 · 437,138 sh	437,138	$23.8M	0.03%	+7459.0%
83	Assenagon Asset Management S.A.#83 · 428,673 sh	428,673	$23.3M	—	+212.7%
84	ACADIAN ASSET MANAGEMENT#84 · 421,444 sh	421,444	$22.9M	0.03%	+415.7%
85	BANK OF NOVA SCOTIA#85 · 419,730 sh	419,730	$22.8M	0.03%	New
86	JACOBS LEVY EQUITY MANAGEMENT#86 · 415,650 sh	415,650	$22.6M	0.08%	-2.4%
87	South Street Advisors#87 · 409,392 sh	409,392	$22.3M	2.90%	+1.4%
88	Bridgewater Associates#88 · 400,859 sh	400,859	$21.8M	0.09%	-16.7%
89	VICTORY CAPITAL MANAGEMENT#89 · 394,783 sh	394,783	$21.5M	0.01%	-23.1%
90	Cerity Partners#90 · 377,130 sh	377,130	$20.5M	0.02%	+20.1%
91	Toroso Investments#91 · 375,316 sh	375,316	$20.4M	0.04%	-1.8%
92	Krensavage Asset Management#92 · 370,693 sh	370,693	$20.2M	7.66%	-10.8%
93	Legal & General Group Plc#93 · 359,499 sh	359,499	$19.6M	<0.01%	-9.1%
94	LAZARD ASSET MANAGEMENT#94 · 343,029 sh	343,029	$18.7M	0.03%	-7.9%
95	NFJ INVESTMENT GROUP#95 · 338,045 sh	338,045	$18.4M	0.62%	-7.9%
96	DekaBank Deutsche Girozentrale#96 · 429,690 sh	429,690	$18.3M	0.03%	0.0%
97	HANCOCK WHITNEY#97 · 330,756 sh	330,756	$18.0M	0.30%	+4.8%
98	SAWGRASS ASSET MANAGEMENT#98 · 327,301 sh	327,301	$17.8M	2.35%	+12.2%
99	WORLDQUANT MILLENNIUM ADVISORS#99 · 322,838 sh	322,838	$17.6M	0.06%	+36.6%
100	Mariner#100 · 313,083 sh	313,083	$17.0M	0.02%	+1.7%

Funds that sold out of EXEL in Q2 2026 (68)

Held EXEL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held EXEL in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
NORDEN GROUP234,208 sh	234,208	$10.0M
Candriam S.C.A.143,557 sh	143,557	$6.2M
Ruffer LLP117,923 sh	117,923	$5.1M
Exit Wealth Advisors62,777 sh	62,777	$2.7M
Qsemble Capital Management44,390 sh	44,390	$1.9M
AXQ CAPITAL40,931 sh	40,931	$1.8M
Grantham, Mayo, Van Otterloo38,235 sh	38,235	$1.6M
CIBC WORLD MARKET38,204 sh	38,204	$1.6M
Ameritas Advisory Services25,301 sh	25,301	$1.1M
BENJAMIN EDWARDS20,056 sh	20,056	$860.2K
Impact Partnership Wealth16,990 sh	16,990	$728.7K
Blue Capital16,478 sh	16,478	$706.7K
ROMAN BUTLER FULLERTON15,277 sh	15,277	$675.2K
Accent Capital Management12,495 sh	12,495	$608.5K
MOKAN Wealth Management13,925 sh	13,925	$597.3K
LECAP ASSET MANAGEMENT LTD13,623 sh	13,623	$584.3K
Mount Lucas Management12,969 sh	12,969	$556.2K
Second Half Financial Partners12,717 sh	12,717	$545.4K
RFG Advisory12,407 sh	12,407	$532.1K
Axim Planning & Wealth12,095 sh	12,095	$518.8K
DRW Securities11,590 sh	11,590	$497.1K
BridgePort Financial Solutions11,284 sh	11,284	$484.0K
TUCKER ASSET MANAGEMENT11,147 sh	11,147	$478.1K
Arkadios Wealth Advisors11,098 sh	11,098	$476.0K
AIA Group Ltd10,432 sh	10,432	$447.4K
Arista Wealth Management10,000 sh	10,000	$428.9K
ANGELES WEALTH MANAGEMENT9,933 sh	9,933	$426.0K
State of Wyoming9,524 sh	9,524	$408.5K
IMC-Chicago9,170 sh	9,170	$393.3K
STONEHAVEN WEALTH & TAX SOLUTIONS9,036 sh	9,036	$387.6K
CAPSTONE INVESTMENT ADVISORS8,950 sh	8,950	$383.9K
Eurizon Capital SGR S.p.A.8,331 sh	8,331	$351.7K
EARNED WEALTH ADVISORS7,283 sh	7,283	$312.4K
Qube Research & Technologies Ltd6,623 sh	6,623	$284.1K
SEGALL BRYANT & HAMILL6,729 sh	6,729	$280.9K
waypoint wealth counsel6,448 sh	6,448	$276.6K
GenTrust6,253 sh	6,253	$268.2K
Frank, Rimerman Advisors6,101 sh	6,101	$261.7K
New Vernon Capital II6,095 sh	6,095	$261.4K
Abundance Wealth Counselors5,925 sh	5,925	$254.1K
EVOKE WEALTH5,807 sh	5,807	$249.1K
FRED ALGER MANAGEMENT5,349 sh	5,349	$229.4K
Savvy Advisors5,308 sh	5,308	$227.7K
Split Creek DBA Split Creek Capital4,926 sh	4,926	$211.3K
Bayforest Capital Ltd3,153 sh	3,153	$135.2K
Root Financial Partners2,331 sh	2,331	$100.0K
AlphaCentric Advisors2,047 sh	2,047	$87.8K
CFG Wealth Management Services2,000 sh	2,000	$85.8K
Western Wealth Management673 sh	673	$28.9K
Innovative Asset Advisors Group656 sh	656	$28.1K
Wealth Preservation Advisors399 sh	399	$17.1K
Destiny Wealth Partners395 sh	395	$16.9K
Annis Gardner Whiting Capital Advisors328 sh	328	$14.1K
TWIN PEAKS WEALTH ADVISORS275 sh	275	$11.8K
Intentional Wealth Strategies207 sh	207	$8.9K
CHILTON CAPITAL MANAGEMENT183 sh	183	$7.8K
Whipplewood Advisors167 sh	167	$7.2K
Legacy Wealth Managment135 sh	135	$5.8K
Crews Bank130 sh	130	$5.6K
FWL INVESTMENT MANAGEMENT92 sh	92	$3.9K
First Pacific Financial65 sh	65	$2.8K
Operose Advisors36 sh	36	$1.5K
NBC SECURITIES27 sh	27	$1.2K
Kohmann Bosshard Financial Services18 sh	18	$773.00
Frazier Financial Advisors16 sh	16	$687.00
Vermillion Wealth Management15 sh	15	$643.00
SWAN Capital15 sh	15	$643.00
CURIO WEALTH7 sh	7	$300.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.