| 4 | AQR CAPITAL MANAGEMENT LLC | 6.8M | $171.5M | -31.0% | 4.493% | 0.06% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.5M | $167.6M | -0.4% | 4.275% | 0.01% |
| 6 | STATE STREET CORP | 4.9M | $125.9M | +1.6% | 3.212% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4.1M | $105.3M | -3.5% | 2.686% | 0.01% |
| 8 | TWO SIGMA INVESTMENTS, LP | 4.0M | $104.0M | +8.4% | 2.652% | 0.08% |
| 9 | GENEVA CAPITAL MANAGEMENT LLC | 3.4M | $88.9M | -19.3% | 2.267% | 2.04% |
| 10 | CITADEL ADVISORS LLC | 3.3M | $84.7M | +137.3% | 2.161% | 0.00% |
| 11 | D. E. Shaw & Co., Inc. | 3.3M | $84.2M | -5.4% | 2.147% | 0.04% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $75.4M | +2.1% | 1.922% | 0.01% |
| 13 | NORGES BANK | 2.8M | $73.3M | — | 1.870% | 0.01% |
| 14 | MORGAN STANLEY | 2.6M | $67.5M | +4.5% | 1.721% | 0.00% |
| 15 | JPMORGAN CHASE & CO | 2.3M | $58.9M | -40.1% | 1.514% | 0.00% |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.2M | $58.0M | +3.9% | 1.479% | 0.16% |
| 17 | UBS Group AG | 2.1M | $55.3M | +116.1% | 1.410% | 0.01% |
| 18 | MILLENNIUM MANAGEMENT LLC | 2.0M | $52.8M | -7.1% | 1.345% | 0.02% |
| 19 | Qube Research & Technologies Ltd | 1.9M | $50.3M | +137.4% | 1.282% | 0.05% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $50.2M | -2.1% | 1.280% | 0.01% |
| 21 | Invesco Ltd. | 1.9M | $48.8M | +203.2% | 1.244% | 0.00% |
| 22 | BANK OF AMERICA CORP /DE/ | 1.9M | $48.2M | +23.7% | 1.229% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 1.8M | $46.5M | +120.7% | 1.185% | 0.00% |
| 24 | FENIMORE ASSET MANAGEMENT INC | 1.7M | $44.4M | -37.7% | 1.133% | 0.92% |
| 25 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.7M | $43.2M | +78.0% | 1.103% | 0.22% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EXLS — a direct measure of their conviction.
| 102.01% |
| 1.43 pp |
| $6.78B |
| +6.1% |
| Q4 2024 | 408 | +15% | 103.44% | +2.52 pp | $6.39B | +18% |
| Q3 2024 | 354 | — | 100.92% | — | $5.39B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
58 institutions opened new positions in EXLS during Q2 2026, while 78 fully exited. 96 added to existing positions and 275 trimmed.
EXLS institutional ownership rose by 2.47 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 47.2% of all reported 13F value in EXLS, and the top 25 account for 68.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.