EXEL — Exelixis Inc Institutional Holders · Q3 2026

Name: Who Owns EXEL? 28 Institutions Hold $12.4M (Q3 2026)
Creator: ko.io

Who owns Exelixis Inc (EXEL)? 28 institutions reported holding $12.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Monument Capital Management ($4.8M), Private Client Services, LLC ($1.7M), Farther Finance Advisors, LLC ($1.1M).

Rank	Institution	Value	Shares	Change
1	Monument Capital Management	$4.8M	82,041	Added
2	PRIVATE CLIENT SERVICES, LLC	$1.7M	28,539	Added
3	Farther Finance Advisors, LLC	$1.1M	18,290	Added
4	GAMMA Investing LLC	$714,179	12,227	Added
5	CoreCap Advisors, LLC	$707,588	12,114	Added
6	Whalen Wealth Management Inc.	$593,357	10,158	Trimmed
7	Wedmont Private Capital	$527,639	8,940	Added
8	Post Resch Tallon Group Inc.	$492,279	8,428	Trimmed
9	Balefire, LLC	$400,401	6,855	Trimmed
10	SAPIENT CAPITAL LLC	$330,484	5,658	Hold
11	Apella Capital, LLC	$249,656	4,272	New
12	RIVERSEDGE ADVISORS, LLC	$219,213	3,753	Trimmed
13	STEPH & CO	$148,829	2,548	Trimmed
14	Versant Capital Management, Inc	$136,095	2,330	Added
15	CX Institutional	$125,000	2,145	Trimmed
16	MassMutual Private Wealth & Trust, FSB	$86,447	1,480	Trimmed
17	Sarver Vrooman Wealth Advisors	$60,104	1,029	Hold
18	ATWOOD & PALMER INC	$23,072	395	Hold
19	Byrne Asset Management LLC	$20,685	357	Hold
20	Bullock Wealth Management Group	$9,971	172	New
21	Retirement Wealth Solutions LLC	$2,571	44	Trimmed
22	ELEVATION WEALTH PARTNERS, LLC	$2,162	37	Hold
23	MJT & Associates Financial Advisory Group, Inc.	$1,811	31	Added
24	Marquette Asset Management, LLC	$818	14	Hold
25	Planning Strategies Inc.	$409	7	Added

Source: SEC Form 13F filings · as of 2026-09-30