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Exelon (EXC) Institutional Ownership

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$46.80 +0.42 (+0.91%)
Closing price 07/10/2026 04:00 PM Eastern
Extended Trading
$46.74 -0.06 (-0.13%)
As of 07/10/2026 07:58 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)
814
Total
Institutional Inflows
(last 12 months)
$7.18B
Number of
Institutional Sellers
(last 12 months)
483
Total
Institutional Outflows
(last 12 months)
$2.63B
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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
7/10/2026 JFS Wealth Advisors LLC6,579$307K0.0%+10.8%0.001%
7/10/2026 Tema ETFs LLC19,821$924K0.0%+10.5%0.002%
7/10/2026 Wasatch Advisors LP118,286$5.51M0.0%+7.0%0.012%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,621$495K0.1%+7.1%0.001%
7/10/2026 Wealthcare Advisory Partners LLC31,766$1.48M0.0%-1.8%0.003%
7/9/2026 World Equity Group Inc.17,692$825K0.2%-3.9%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.60,801$2.84M0.1%-3.0%0.006%
7/9/2026 Affinity Capital Advisors LLC5,311$250K0.0%N/A0.001%
7/8/2026 Trust Point Inc.8,721$407K0.0%+6.5%0.001%
7/8/2026 Cooper Financial Group13,161$614K0.1%-9.5%0.001%
7/8/2026 Elevation Wealth Partners LLC594$28K0.0%+440.0%0.000%
7/8/2026 Czech National Bank291,244$13.58M0.1%+4.5%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab194,192$9.05M0.1%+6.6%0.019%
7/8/2026 Assenagon Asset Management S.A.505,564$23.57M0.0%+133.9%0.049%
7/8/2026 Apella Capital LLC5,925$282K0.0%+5.1%0.001%
7/7/2026 GAMMA Investing LLC27,245$1.27M0.0%+2.9%0.003%
7/7/2026 Central Pacific Bank Trust Division3,747$175K0.0%+14.4%0.000%
7/7/2026 Canandaigua National Bank & Trust Co.7,076$330K0.0%N/A0.001%
7/7/2026 Grove Bank & Trust3,992$186K0.0%+17.0%0.000%
7/7/2026 CoreCap Advisors LLC2,033$95K0.0%-13.0%0.000%
7/2/2026 Versant Capital Management Inc8,385$391K0.0%+3.5%0.001%
7/2/2026 CX Institutional7,684$358K0.0%+3.3%0.001%
7/1/2026 Eastern Bank559$26K0.0%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC914$45K0.0%-32.7%0.000%
6/18/2026Western Wealth Management LLC3,265$160K0.0%N/A0.000%
6/18/2026Pacer Advisors Inc.110,593$5.42M0.0%-43.2%0.011%
6/10/2026US Asset Management LLC4,370$214K0.2%N/A0.000%
6/4/2026Town Capital LLC12,534$614K0.5%+22.9%0.001%
6/1/2026Keel Point LLC4,890$240K0.0%-12.6%0.000%
5/26/2026Glenmede Trust Co. NA588,026$28.83M0.1%-1.6%0.057%
5/26/2026Axiom Investment Management LLC547$27K0.0%N/A0.000%
5/22/2026Groupama Asset Managment20,124$986K0.0%+5.4%0.002%
5/21/2026Vestor Capital LLC2,673$131K0.0%-83.7%0.000%
5/21/2026Groupe la Francaise9,128$447K0.0%+6.5%0.001%
5/20/2026Liontrust Investment Partners LLP2,059,053$100.94M1.4%+3,055.6%0.201%
5/19/2026Western Wealth Management LLC3,265$160K0.0%N/A0.000%
5/19/2026Orographic Financial Advisors LLC23,020$1.13M0.8%N/A0.002%
5/19/2026Bank of America Corp DE6,336,909$310.64M0.0%-19.8%0.619%
5/19/2026Edgestream Partners L.P.246,513$12.08M0.4%+273.9%0.024%
5/19/2026Kentucky Retirement Systems70,747$3.47M0.1%+11.5%0.007%
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5/19/2026Janus Henderson Group PLC175,992$8.63M0.0%-36.0%0.017%
5/19/2026Centaurus Financial Inc.2,127$104K0.0%N/A0.000%
5/19/2026Ashton Thomas Securities LLC11,643$571K0.1%-4.4%0.001%
5/19/2026Arkadios Wealth Advisors15,022$736K0.0%+8.7%0.001%
5/19/2026IFS Group LLC4,630$227K0.2%N/A0.000%
5/18/2026Amundi10,375,938$508.63M0.1%+27.2%1.014%
5/18/2026EverSource Wealth Advisors LLC7,450$365K0.0%+28.2%0.001%
5/18/2026California State Teachers Retirement System1,592,661$78.07M0.1%-2.5%0.156%
5/18/2026Royal Bank of Canada4,903,127$240.35M0.0%-5.8%0.479%
5/18/2026Regal Partners Ltd15,000$735K0.0%N/A0.001%
5/18/2026Empowered Funds LLC57,913$2.84M0.0%+21.3%0.006%
5/18/2026Energy Income Partners LLC183,139$8.98M0.1%+1.6%0.018%
5/16/2026The Manufacturers Life Insurance Company 1,118,427$54.83M0.0%-2.6%0.109%
5/16/2026Excelsior Advisor Network LLC9,931$487K0.2%N/A0.001%
5/16/2026Quantinno Capital Management LP1,340,641$65.72M0.1%+58.0%0.131%
5/16/2026Lazard Asset Management LLC24,620,304$1.21B2.0%+6.4%2.406%
5/15/2026Gateway Wealth Partners LLC4,163$204K0.0%N/A0.000%
5/15/2026OMERS ADMINISTRATION Corp51,264$2.51M0.0%+43.3%0.005%
5/15/2026Lombard Odier Asset Management Switzerland SA309,810$15.19M0.6%+53.0%0.030%
5/15/2026Waverly Advisors LLC23,891$1.17M0.0%+17.7%0.002%
5/15/2026St. Louis Trust Co4,332$212K0.0%N/A0.000%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund332,509$16.30M0.0%-4.8%0.032%
5/14/2026Dai ichi Life Insurance Company Ltd41,817$2.05M0.1%+60.3%0.004%
5/14/2026Bollard Group LLC11,710$574K0.0%+9.7%0.001%
5/14/2026Gabelli Funds LLC411,143$20.15M0.1%-0.3%0.040%
5/14/2026Public Employees Retirement System of Ohio348,440$17.08M0.1%-0.8%0.034%
5/14/2026Compound Planning Inc.11,318$555K0.0%+5.0%0.001%
5/14/2026Volterra Technologies LP7,252$355K0.0%N/A0.001%
5/14/2026Caxton Associates LLP21,779$1.07M0.0%+31.4%0.002%
5/14/2026Mizuho Markets Americas LLC1,655,400$81.15M2.2%N/A0.162%
5/14/2026RMG Wealth Management LLC5,743$282K0.0%-3.8%0.001%
5/14/2026Bank of Nova Scotia150,974$7.40M0.0%-9.5%0.015%
5/14/2026Sei Investments Co.2,525,999$123.83M0.1%+50.4%0.247%
5/14/2026Lido Advisors LLC58,486$2.87M0.0%+18.4%0.006%
5/13/2026Cetera Investment Advisers335,487$16.45M0.0%-1.2%0.033%
5/13/2026Measured Wealth Private Client Group LLC28,440$1.39M0.4%+1.7%0.003%
5/13/2026NewEdge Wealth LLC5,064$248K0.0%-78.8%0.000%
5/13/2026Arvest Bank Trust Division16,430$805K0.0%+3.5%0.002%
5/13/2026First Citizens Bank & Trust Co.286,476$14.04M0.2%+1.4%0.028%
5/13/2026CI Investments Inc.55,858$2.74M0.0%-3.0%0.005%
5/13/2026First Trust Advisors LP3,641,027$178.48M0.1%-17.9%0.356%
5/12/2026Magellan Asset Management Ltd1,092,489$53.55M0.7%+26.6%0.107%
5/12/2026ABN Amro Investment Solutions134,220$6.58M0.1%+14.5%0.013%
5/8/2026PNC Financial Services Group Inc.356,593$17.48M0.0%+4.5%0.035%
5/8/2026Oslo Pensjonsforsikring AS10,651$522K0.1%N/A0.001%
5/8/2026Andra AP fonden6,090$299K0.0%-98.9%0.001%
5/8/2026Cassaday & Co Wealth Management LLC6,357$312K0.0%-4.6%0.001%
5/8/2026Johnson Financial Group Inc.116,614$5.72M0.2%+5.0%0.011%
5/8/2026Commerzbank Aktiengesellschaft FI19,595$961K0.0%-1.5%0.002%
5/7/2026Meeder Advisory Services Inc.22,695$1.11M0.0%-19.6%0.002%
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5/7/2026Dimensional Fund Advisors LP3,765,827$184.60M0.0%+2.9%0.368%
5/7/2026KBC Group NV200,162$9.81M0.0%+4.3%0.020%
5/7/2026Swiss National Bank2,964,855$145.34M0.1%+7.1%0.290%
5/7/2026Mediolanum International Funds Ltd200,383$9.84M0.1%+655.6%0.020%
5/7/2026Heartland Advisors Inc.437,424$21.44M1.1%+8.9%0.043%
5/6/2026Jennison Associates LLC2,150,558$105.42M0.1%-11.9%0.210%
5/6/2026California Public Employees Retirement System4,879,876$239.21M0.1%-7.0%0.477%
5/6/2026Atlas Wealth LLC5,036$247K0.0%N/A0.000%
5/6/2026Kera Capital Partners Inc.6,137$301K0.0%+29.1%0.001%
5/6/2026Catalyst Capital Advisors LLC1,683$83K0.0%-28.6%0.000%


EXC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,264 institutional investors and hedge funds held shares of Exelon. The most heavily invested institutionals were Vanguard Group Inc. ($5.72B), State Street Corp ($2.90B), Geode Capital Management LLC ($1.23B), Lazard Asset Management LLC ($1.21B), GQG Partners LLC ($1.09B), Deutsche Bank AG ($913.85M), and Wellington Management Group LLP ($798.46M).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 1,138 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: Norges Bank ($40.49M), Capital International Investors ($16.94M), Capital World Investors ($10.10M), Lazard Asset Management LLC ($8.38M), Price T Rowe Associates Inc. MD ($7.48M), FMR LLC ($7.38M), and State Street Corp ($7.20M).

Institutional investors have bought a total of 162,157,253 shares in the last 24 months. This purchase volume represents approximately $7.18B in transactions.

Of the 483 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), Lazard Asset Management LLC ($5.35M), 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 ($1.68M), and Massachusetts Financial Services Co. MA ($1.67M).

Institutional investors have sold a total of 58,985,285 shares in the last 24 months. This volume of shares sold represents approximately $2.63B in transactions.


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This page (NASDAQ:EXC) was last updated on 7/12/2026 by MarketBeat.com Staff.
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