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Exelon (EXC) Institutional Ownership

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$41.73 +0.24 (+0.58%)
Closing price 04:00 PM Eastern
Extended Trading
$41.74 +0.02 (+0.04%)
As of 05:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Exelon (NASDAQ:EXC)

Current
Institutional Ownership
Percentage
80.92%
Number of
Institutional Buyers
(last 12 months)
768
Total
Institutional Inflows
(last 12 months)
$15.48B
Number of
Institutional Sellers
(last 12 months)
420
Total
Institutional Outflows
(last 12 months)
$1.97B
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EXC Institutional Buying and Selling by Quarter

Exelon Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2026Steph & Co.14,634$591K0.1%+8.7%0.001%
10/7/2026Elevation Wealth Partners LLC995$40K0.0%+67.5%0.000%
10/7/2026Canandaigua National Bank & Trust Co.6,662$269K0.0%-5.9%0.001%
10/7/2026Wealth Enhancement Trust Services Inc.762$31K0.0%-56.9%0.000%
10/7/2026North Point Portfolio Managers Corp OH720$29K0.0%N/A0.000%
10/6/2026Moody National Bank Trust Division12,378$500K0.0%+24.7%0.001%
10/6/2026Bank of New Hampshire5,490$222K0.0%-6.1%0.001%
10/6/2026Iowa State Bank31,228$1.26M0.2%-4.9%0.003%
10/6/2026Central Pacific Bank Trust Division1,307$53K0.0%-65.1%0.000%
10/5/2026Rosenberg Matthew Hamilton4,235$171K0.0%-7.5%0.000%
10/2/2026 CX Institutional6,726$272K0.0%-12.5%0.001%
10/2/2026 Versant Capital Management Inc8,891$359K0.0%+6.0%0.001%
10/1/2026 Montecito Bank & Trust9,590$387K0.1%+10.9%0.001%
9/23/2026QRG Capital Management Inc.332,313$15.49M0.1%+6.0%0.032%
9/23/2026Envestnet Portfolio Solutions Inc.308,405$14.38M0.1%+8.8%0.030%
9/22/2026Andra AP fonden44,090$2.06M0.0%+624.0%0.004%
9/9/2026Sequoia Financial Advisors LLC59,118$2.76M0.0%+6.2%0.006%
9/9/2026Tidal Investments LLC70,360$3.28M0.0%+0.3%0.007%
9/9/2026Van Hulzen Asset Management LLC267,381$12.47M0.9%-1.2%0.026%
9/9/2026MCF Advisors LLC7,813$364K0.0%-12.6%0.001%
9/9/2026National Pension Service1,719,934$80.18M0.1%+2.9%0.167%
9/9/2026Engineers Gate Manager LP6,069$283K0.0%-39.8%0.001%
9/9/2026Cidel Asset Management Inc.11,312$527K0.0%+5.5%0.001%
9/9/2026SVB Wealth LLC56,853$2.65M0.2%-0.6%0.006%
9/9/2026NorthRock Partners LLC7,320$341K0.0%+12.1%0.001%
9/9/2026Integrated Wealth Concepts LLC14,026$654K0.0%-37.4%0.001%
9/9/2026NewEdge Advisors LLC60,175$2.81M0.0%-25.0%0.006%
9/9/2026IFP Advisors Inc4,786$223K0.0%-22.0%0.000%
9/9/2026Squarepoint Ops LLC1,982,964$92.45M0.1%+58.5%0.192%
9/9/2026Baird Financial Group Inc.28,163$1.31M0.0%-45.1%0.003%
9/8/2026Allworth Financial LP27,004$1.26M0.0%-17.2%0.003%
9/8/2026Arizona State Retirement System283,833$13.23M0.1%+2.5%0.027%
9/8/2026Waverly Advisors LLC102,569$4.78M0.0%+329.3%0.010%
9/8/2026Empirical Finance LLC34,851$1.63M0.1%+3.6%0.003%
9/8/2026Nykredit A S270,906$12.63M0.0%N/A0.026%
8/27/2026Corient Private Wealth LP257,730$12.02M0.0%-51.9%0.025%
8/26/2026Amundi10,506,650$489.81M0.1%+1.3%1.018%
8/26/2026HighTower Advisors LLC278,163$12.97M0.0%-1.8%0.027%
8/25/2026Groupe la Francaise10,104$471K0.0%+10.7%0.001%
8/23/2026Ameritas Advisory Services LLC18,645$869K0.0%+33.5%0.002%
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8/23/2026Wedmont Private Capital11,401$534K0.0%+3.1%0.001%
8/23/2026Kintra Wealth LLC10,916$498K0.0%-3.7%0.001%
8/23/2026HB Wealth Management LLC43,730$2.04M0.0%+4.5%0.004%
8/23/2026Nilsine Partners LLC35,082$1.64M0.1%+2.3%0.003%
8/23/2026Saudi Central Bank71,603$3.34M0.0%+92.0%0.007%
8/23/2026Angeles Wealth Management LLC7,291$340K0.0%N/A0.001%
8/22/2026XP Advisory US Inc.1,773$83K0.0%N/A0.000%
8/22/2026Shah Wealth Advisors LLC11,899$555K0.1%N/A0.001%
8/22/2026Invested Advisors10,400$485K0.4%+4.5%0.001%
8/22/2026Syon Capital LLC23,785$1.11M0.0%+16.6%0.002%
8/22/2026TD Waterhouse Canada Inc.82,272$3.81M0.0%+41.5%0.008%
8/22/2026Concurrent Investment Advisors LLC16,787$783K0.0%-2.4%0.002%
8/22/2026NEOS Investment Management LLC779,857$36.36M0.1%+14.4%0.076%
8/21/2026AXQ Capital LP28,841$1.35M0.1%N/A0.003%
8/21/2026Continuum Advisory LLC4,474$209K0.0%N/A0.000%
8/21/2026Nykredit A S310,517$14.48M0.0%N/A0.030%
8/21/2026B. Metzler seel. Sohn & Co. AG208,019$9.70M0.1%-0.3%0.020%
8/21/2026Tsfg LLC7,216$336K0.0%-39.2%0.001%
8/21/2026Symphony Financial Ltd. Co.5,148$243K0.0%N/A0.000%
8/20/2026Proficio Capital Partners LLC5,700$266K0.0%N/A0.001%
8/20/2026Teza Capital Management LLC6,013$280K0.5%-41.2%0.001%
8/20/2026Covington Investment Advisors Inc.48,706$2.27M0.3%-8.6%0.005%
8/20/2026Strategic Advisors LLC8,457$394K0.1%-24.8%0.001%
8/20/2026Sigma Planning Corp19,946$930K0.0%+10.6%0.002%
8/20/2026Two Sigma Securities LLC5,559$259K0.0%N/A0.001%
8/20/2026Flputnam Investment Management Co.96,982$4.52M0.1%+0.6%0.009%
8/20/2026Wedbush Securities Inc.16,782$782K0.0%-12.2%0.002%
8/20/2026Hennessy Advisors Inc.192,661$8.98M0.3%+51.4%0.019%
8/20/2026Greenleaf Trust31,659$1.48M0.0%+56.8%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC13,394,412$624.45M0.1%-0.1%1.298%
8/19/2026New Mexico Educational Retirement Board50,959$2.38M0.1%+9.5%0.005%
8/19/2026Royal London Asset Management Ltd.1,008,781$47.03M0.1%-0.1%0.098%
8/19/2026Mufg Securities Americas Inc.30,818$1.44M0.1%+8.9%0.003%
8/19/2026Van ECK Associates Corp436,660$20.36M0.0%+6.0%0.042%
8/19/2026Nissay Asset Management Corp Japan304,707$14.21M0.1%+7.1%0.030%
8/19/2026Hsbc Holdings PLC8,890,472$414.53M0.2%+6.9%0.861%
8/19/2026Wellington Management Group LLP20,145,585$939.19M0.2%-1.4%1.952%
8/19/2026Archer Investment Corp15,165$707K0.1%N/A0.001%
8/19/2026Kingsview Wealth Management LLC26,523$1.24M0.0%N/A0.003%
8/18/2026Beacon Pointe Advisors LLC20,466$954K0.0%N/A0.002%
8/18/2026Pin Oak Investment Advisors Inc.1,692$79K0.0%N/A0.000%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt10,437$486K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.246,508$11.62M0.0%N/A0.024%
8/18/2026Empowered Funds LLC413,894$19.30M0.1%N/A0.040%
8/18/2026United Capital Financial Advisors LLC36,715$1.71M0.0%N/A0.004%
8/18/2026Equitable Holdings Inc.20,289$946K0.0%N/A0.002%
8/18/2026Jefferies Financial Group Inc.88,954$4.15M0.0%N/A0.009%
8/18/2026Public Employees Retirement System of Ohio352,115$16.42M0.0%N/A0.034%
8/18/2026MASTERINVEST Kapitalanlage GmbH25,178$1.17M0.1%N/A0.002%
8/17/2026Proficio Capital Partners LLC5,700$266K0.0%N/A0.001%
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8/17/2026Pure Financial Advisors LLC9,485$442K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP523,308$16.42M0.0%N/A0.051%
8/17/2026Parallax Volatility Advisers L.P.23,792$1.11M0.0%N/A0.002%
8/17/2026Perennial Investment Advisors LLC16,830$785K0.1%N/A0.002%
8/17/2026Ausdal Financial Partners Inc.10,857$506K0.0%N/A0.001%
8/17/2026Bank of America Corp DE7,126,908$332.26M0.0%N/A0.690%
8/15/2026Caisse de depot et placement du Quebec169,372$7.90M0.0%N/A0.016%
8/15/2026Odyssean LLC46,567$2.17M0.4%+103.6%0.005%
8/15/2026Man Group plc903,147$42.11M0.1%N/A0.087%
8/15/2026First Bancorp Inc ME947$44K0.0%N/A0.000%


EXC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,280 institutional investors and hedge funds held shares of Exelon. The most heavily invested institutionals were Vanguard Group Inc. ($5.72B), BlackRock Inc. ($5.58B), State Street Corp ($2.90B), Geode Capital Management LLC ($1.23B), Lazard Asset Management LLC ($1.21B), Wellington Management Group LLP ($939.19M), and GQG Partners LLC ($922.92M).Learn more on Exelon's institutional investors.

80.92% of Exelon's stock is owned by institutional investors. Learn more on EXC's institutional investor holdings.

Of the 1,156 institutional investors that purchased Exelon's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($119.77M), Norges Bank ($40.49M), GQG Partners LLC ($22.25M), Capital International Investors ($16.94M), Deutsche Bank AG ($16.46M), Legal & General Group Plc ($13.22M), and Hsbc Holdings PLC ($13.16M).

Institutional investors have bought a total of 337,240,323 shares in the last 24 months. This purchase volume represents approximately $15.48B in transactions.

Of the 419 institutional investors that sold Exelon's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pictet Asset Management Holding SA ($6.60M), Macquarie Group Ltd. ($3.02M), FIL Ltd ($2.49M), GQG Partners LLC ($2.02M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.70M), Bank of America Corp DE ($1.57M), and Price T Rowe Associates Inc. MD ($1.50M).

Institutional investors have sold a total of 43,751,984 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


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Institutional ownership data for NASDAQ:EXC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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