Which funds own EXC
Exelon Corp in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $5.2bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 5
- at least, of 91 current
- Combined value
- $5.2bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 2
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital World Investors Long-only · $846bn book | $2.4bn | 0.3% | 51,262,524 | +$425m+11,187,932 | Added |
| Invesco Ltd Long-only · $1264bn book | $1.8bn | 0.1% | 38,112,879 | -$58m+678,003 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $939m | 0.2% | 20,145,585 | -$62m-283,580 | Trimmed |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $92m | 0.1% | 1,982,964 | +$29m+680,741 | Added |
| Quantbot Technologies LP Quantitative · $2.5bn book | $9.2m | 0.4% | 197,215 | opened197,215 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Soros Fund Management LLC · Macro$5.1m held before
Ownership through time
At least 15 of the 95 managers whose filings are on file listed EXC in Q2 2026, against 10 in Q2 2013. 3 managers more than in Q1 2026: 4 started positions; 1 listed it again; 1 sold out, by its own filing; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 10
- Q3 2013: 8
- Q4 2013: 14
- Q1 2014: 10
- Q2 2014: 16
- Q3 2014: 13
- Q4 2014: 14
- Q1 2015: 17
- Q2 2015: 16
- Q3 2015: 23
- Q4 2015: 24
- Q1 2016: 15
- Q2 2016: 22
- Q3 2016: 17
- Q4 2016: 21
- Q1 2017: 20
- Q2 2017: 22
- Q3 2017: 23
- Q4 2017: 23
- Q1 2018: 24
- Q2 2018: 22
- Q3 2018: 24
- Q4 2018: 24
- Q1 2019: 24
- Q2 2019: 23
- Q3 2019: 26
- Q4 2019: 24
- Q1 2020: 23
- Q2 2020: 20
- Q3 2020: 20
- Q4 2020: 16
- Q1 2021: 18
- Q2 2021: 14
- Q3 2021: 14
- Q4 2021: 20
- Q1 2022: 19
- Q2 2022: 18
- Q3 2022: 23
- Q4 2022: 20
- Q1 2023: 16
- Q2 2023: 17
- Q3 2023: 15
- Q4 2023: 12
- Q1 2024: 16
- Q2 2024: 10
- Q3 2024: 15
- Q4 2024: 17
- Q1 2025: 16
- Q2 2025: 13
- Q3 2025: 16
- Q4 2025: 12
- Q1 2026: 12
- Q2 2026: 15
- Q2 2013: $3.3bn
- Q3 2013: $3.8bn
- Q4 2013: $4.0bn
- Q1 2014: $4.9bn
- Q2 2014: $6.3bn
- Q3 2014: $5.5bn
- Q4 2014: $6.3bn
- Q1 2015: $6.4bn
- Q2 2015: $6.2bn
- Q3 2015: $5.7bn
- Q4 2015: $5.5bn
- Q1 2016: $7.9bn
- Q2 2016: $8.3bn
- Q3 2016: $7.5bn
- Q4 2016: $7.3bn
- Q1 2017: $6.8bn
- Q2 2017: $7.5bn
- Q3 2017: $7.8bn
- Q4 2017: $8.0bn
- Q1 2018: $7.5bn
- Q2 2018: $7.8bn
- Q3 2018: $7.2bn
- Q4 2018: $6.9bn
- Q1 2019: $7.7bn
- Q2 2019: $7.0bn
- Q3 2019: $7.2bn
- Q4 2019: $7.6bn
- Q1 2020: $6.4bn
- Q2 2020: $6.8bn
- Q3 2020: $6.5bn
- Q4 2020: $7.0bn
- Q1 2021: $7.4bn
- Q2 2021: $7.2bn
- Q3 2021: $8.2bn
- Q4 2021: $10.0bn
- Q1 2022: $9.0bn
- Q2 2022: $7.6bn
- Q3 2022: $6.9bn
- Q4 2022: $7.3bn
- Q1 2023: $6.9bn
- Q2 2023: $6.5bn
- Q3 2023: $5.9bn
- Q4 2023: $5.3bn
- Q1 2024: $6.0bn
- Q2 2024: $4.4bn
- Q3 2024: $5.7bn
- Q4 2024: $4.8bn
- Q1 2025: $4.9bn
- Q2 2025: $4.1bn
- Q3 2025: $4.2bn
- Q4 2025: $5.2bn
- Q1 2026: $6.4bn
- Q2 2026: $5.7bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital World Investors40,074,592 to 51,262,524 shares+$522m
- Renaissance Technologies LLCnew: 1,513,124 shares+$71m
- Squarepoint Ops LLC1,302,223 to 1,982,964 shares+$32m
- Invesco Ltd37,434,876 to 38,112,879 shares+$32m
- AQR Capital Management LLC3,048,513 to 3,589,650 shares+$25m
Largest decreases, by shares
- Man Group PLC1,223,339 to 903,147 shares-$15m
- Wellington Management Group LLP20,429,165 to 20,145,585 shares-$13m
- Baillie Gifford & Co217,869 to 86,157 shares-$6.1m
Left it
- Soros Fund Management LLCwas $5.1m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital World Investors | Q2 2013 | $2.4bn | $2.4bn | |
| Invesco Ltd | Q2 2013 | $1.8bn | $1.8bn | |
| Wellington Management Group LLP | Q2 2013 | $4.5bn | $939m | |
| AQR Capital Management LLC | Q4 2014 | $1.2bn | $167m | |
| Capital Research Global Investors | Q2 2013 | $2.6bn | $156m | |
| Squarepoint Ops LLC | Q1 2015 | $92m | $92m | |
| Renaissance Technologies LLC | Q4 2013 | $138m | $71m | |
| MFS Investment Management | Q2 2014 | $809m | $51m | |
| Man Group PLC | Q1 2018 | $277m | $42m | |
| Bridgewater Associates LP | Q4 2013 | $22m | $17m | |
| Quantbot Technologies LP | Q3 2013 | $13m | $9.2m | |
| Holocene Advisors LP | Q4 2022 | $41m | $6.4m | |
| Baillie Gifford & Co | Q2 2016 | $27m | $4.0m | |
| PDT Partners LLC | Q3 2015 | $22m | $1.4m | |
| Caxton Associates LLP | Q4 2020 | $8.6m | $1.1m | |
| Fidelity (FMR LLC) | Q2 2014 | $2.4bn | last listed Q1 2026 | |
| T. Rowe Price Associates Inc | Q2 2013 | $1.5bn | last listed Q2 2025 | |
| Neuberger Berman Group LLC | Q4 2014 | $444m | last listed Q2 2024 | |
| Soroban Capital Partners LP | Q4 2023 | $370m | last listed Q2 2024 | |
| Two Sigma Advisers LP | Q3 2015 | $289m | last listed Q2 2022 | |
| Millennium Management LLC | Q1 2014 | $275m | last listed Q1 2025 | |
| Citadel Advisors LLC | Q3 2017 | $238m | last listed Q2 2025 | |
| Janus Henderson Group Ltd | Q2 2013 | $214m | last listed Q1 2020 | |
| D. E. Shaw & Co. | Q3 2015 | $183m | last listed Q3 2022 | |
| AllianceBernstein LP | Q2 2013 | $160m | last listed Q2 2020 |
What EXC is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around EXC →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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