Expand Energy Corp
EXE- Exchange
- Nasdaq
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000895126
No open-market purchases or sales by Expand Energy Corp insiders were filed in the last 90 days; 853 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Expand Energy Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 209
- +41 vs. Q2 2021
- Shares held
- 110.5M
- +2.43M (+2.3%) vs. Q2 2021
- Total value
- $6.79B
- +$1.17B (+20.9%) vs. Q2 2021
- New holders
- 72
- 55 more added
- Sold out
- 31
- 58 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 853 | $20.0B |
| Q1 2026 | 899 | $24.0B |
| Q4 2025 | 871 | $24.6B |
| Q3 2025 | 764 | $23.7B |
| Q2 2025 | 812 | $25.2B |
| Q1 2025 | 737 | $24.7B |
| Q4 2024 | 641 | $22.6B |
| Q3 2024 | 467 | $12.9B |
| Q2 2024 | 470 | $11.8B |
| Q1 2024 | 495 | $12.6B |
| Q4 2023 | 467 | $10.2B |
| Q3 2023 | 479 | $11.8B |
| Q2 2023 | 457 | $10.9B |
| Q1 2023 | 459 | $9.73B |
| Q4 2022 | 491 | $12.3B |
| Q3 2022 | 436 | $12.3B |
| Q2 2022 | 386 | $10.8B |
| Q1 2022 | 345 | $12.1B |
| Q4 2021 | 268 | $8.47B |
| Q3 2021 | 209 | $6.79B |
| Q2 2021 | 170 | $5.64B |
| Q1 2021 | 118 | $4.08B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5 | $0 | 0.00% | +5 | New |
| Cahill Financial Advisors Inc | 5 | $0 | 0.00% | +5 | New |
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | +5 | New |
| Meridian Wealth Partners, LLC | 4 | $0 | 0.00% | +4 | New |
| Activest Wealth Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Glassman Wealth Services | 10 | $1.00K | 0.00% | +10 | New |
| CX Institutional | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 65 | $4.00K | 0.00% | +65 | New |
| Wolff Wiese Magana LLC | 106 | $7.00K | 0.00% | −1−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 130 | $8.00K | 0.00% | +130 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 195 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 231 | $14.0K | 0.00% | −19−7.6% | Reduced |
| Dark Forest Capital Management LP | 241 | $15.0K | 0.01% | +241 | New |
| Kistler-Tiffany Companies, LLC | 363 | $22.0K | 0.00% | +80+28.3% | Added |
| Westside Investment Management, Inc. | 515 | $31.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 610 | $38.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 678 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Associates LLC | 350,871 | $46.0K | 0.00% | +350,871 | New |
| Cutler Group LP | 946 | $58.0K | 0.00% | −1,100−53.8% | Reduced |
| Pinnacle Holdings, LLC | 1,002 | $61.7K | 0.03% | 00.0% | Unchanged |
| Sphinx Trading, LP | 1,000 | $62.0K | 0.08% | +1,000 | New |
| First Mercantile Trust Co | 1,360 | $84.0K | 0.01% | +319+30.6% | Added |
| Captrust Financial Advisors | 1,466 | $90.0K | 0.00% | +1,466 | New |
| Advisor Group Holdings, Inc. | 1,836 | $113.0K | 0.00% | +1,467+397.6% | Added |
| Schroder Investment Management Group | 2,823 | $174.0K | 0.00% | +2,823 | New |
| Convergence Investment Partners, LLC | 3,411 | $210.0K | 0.11% | +3,411 | New |
| Simplex Trading, LLC | 3,983 | $215.0K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 3,500 | $216.0K | 0.07% | −2,421−40.9% | Reduced |
| CIBC Asset Management Inc | 3,930 | $242.0K | 0.00% | +3,930 | New |
| Raymond James & Associates | 4,168 | $257.0K | 0.00% | +4,168 | New |
| Jump Financial, LLC | 4,179 | $258.0K | 0.02% | +4,179 | New |
| Xponance, Inc. | 4,646 | $286.0K | 0.01% | −765−14.1% | Reduced |
| Cim Investment Mangement Inc | 4,646 | $286.0K | 0.09% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,000 | $308.0K | 0.05% | −4,589−47.9% | Reduced |
| Quantedge Capital Pte Ltd | 5,300 | $326.0K | 0.16% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,452 | $336.0K | 0.00% | +5,452 | New |
| Envestnet Asset Management Inc | 5,569 | $343.0K | 0.00% | +5,569 | New |
| Blueshift Asset Management, LLC | 5,930 | $365.0K | 0.02% | +5,930 | New |
| Dynamic Technology Lab Private Ltd | 5,950 | $366.0K | 0.04% | −4,570−43.4% | Reduced |
| Stifel Financial Corp | 6,474 | $399.0K | 0.00% | +976+17.8% | Added |
| Poplar Forest Capital LLC | 6,767 | $417.0K | 0.04% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 6,962 | $429.0K | 0.40% | +6,962 | New |
| DuPont Capital Management Corp | 7,389 | $455.0K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,465 | $460.0K | 0.00% | +7,465 | New |
| Ameritas Investment Partners, Inc. | 7,725 | $476.0K | 0.02% | −23−0.3% | Reduced |
| Aigen Investment Management, LP | 7,831 | $482.0K | 0.09% | +7,831 | New |
| Public Employees Retirement Association of Colorado | 8,040 | $495.0K | 0.00% | +8,040 | New |
| Principal Financial Group Inc | 8,343 | $514.0K | 0.00% | −3,060−26.8% | Reduced |
| Bayesian Capital Management, LP | 8,500 | $524.0K | 0.15% | +8,500 | New |
| HighTower Advisors, LLC | 8,849 | $550.0K | 0.00% | +8,849 | New |
| Shell Asset Management Co | 9,149 | $563.0K | 0.01% | +3,284+56.0% | Added |
| X-Square Capital, LLC | 9,150 | $564.0K | 0.29% | +9,150 | New |
| Hancock Whitney Corp | 9,520 | $586.0K | 0.02% | +9,520 | New |
| First Eagle Investment Management, LLC | 9,731 | $599.0K | 0.00% | +8,565+734.6% | Added |
| HSBC Holdings PLC | 9,965 | $606.0K | 0.00% | +4,818+93.6% | Added |
| State Board of Administration of Florida Retirement System | 10,533 | $649.0K | 0.00% | +1,510+16.7% | Added |
| Centiva Capital, LP | 10,720 | $660.0K | 0.05% | +10,720 | New |
| Teacher Retirement System of Texas | 11,645 | $717.0K | 0.00% | +2,189+23.1% | Added |
| Los Angeles Capital Management LLC | 11,666 | $719.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 11,800 | $726.0K | 0.00% | +1,900+19.2% | Added |
| Guggenheim Capital LLC | 11,954 | $736.0K | 0.00% | +11,954 | New |
| Glenmede Trust Co NA | 12,435 | $765.0K | 0.00% | +12,435 | New |
| Amalgamated Bank | 12,445 | $766.0K | 0.01% | −899−6.7% | Reduced |
| ProShare Advisors LLC | 12,667 | $780.0K | 0.00% | −12,969−50.6% | Reduced |
| UBS Group AG | 13,614 | $838.0K | 0.00% | +11,271+481.0% | Added |
| Schonfeld Strategic Advisors LLC | 14,500 | $893.0K | 0.01% | +14,500 | New |
| Cubist Systematic Strategies, LLC | 14,606 | $900.0K | 0.01% | +14,606 | New |
| CIBC World Markets Inc. | 14,767 | $909.0K | 0.00% | +14,767 | New |
| Wolverine Trading, LLC | 15,096 | $919.0K | 0.02% | +15,096 | New |
| APG Asset Management N.V. | 17,500 | $930.0K | 0.00% | +17,500 | New |
| Trexquant Investment LP | 15,347 | $945.0K | 0.08% | +15,347 | New |
| Royal Bank of Canada | 15,391 | $949.0K | 0.00% | +7,001+83.4% | Added |
| Walleye Trading LLC | 16,169 | $996.0K | 0.02% | +16,169 | New |
| AMP Capital Investors Ltd | 16,488 | $1.01M | 0.01% | −10,787−39.5% | Reduced |
| NYL Investors LLC | 17,058 | $1.05M | 0.12% | 00.0% | Unchanged |
| Calamos Advisors LLC | 17,528 | $1.08M | 0.01% | +580+3.4% | Added |
| Jackson Creek Investment Advisors LLC | 18,317 | $1.13M | 0.42% | +18,317 | New |
| Citigroup Inc | 18,398 | $1.13M | 0.00% | +11,911+183.6% | Added |
| Redwood Capital Management, LLC | 18,824 | $1.16M | 0.09% | +18,824 | New |
| US Bancorp | 19,952 | $1.23M | 0.00% | +19,952 | New |
| Arizona State Retirement System | 20,003 | $1.23M | 0.01% | +43+0.2% | Added |
| Bokf, NA | 20,000 | $1.23M | 0.02% | +20,000 | New |
| Manatuck Hill Partners, LLC | 20,000 | $1.23M | 0.43% | +20,000 | New |
| Quantbot Technologies LP | 20,175 | $1.24M | 0.09% | +20,175 | New |
| Jupiter Asset Management Ltd | 20,423 | $1.26M | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 21,180 | $1.30M | 0.02% | +21,180 | New |
| Virtu Financial LLC | 22,631 | $1.39M | 0.12% | +22,631 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,617 | $1.46M | 0.01% | −3,043−11.4% | Reduced |
| Aventail Capital Group, LP | 25,000 | $1.54M | 0.45% | +25,000 | New |
| Russell Investments Group, Ltd. | 25,043 | $1.54M | 0.00% | +25,043 | New |
| Mirabella Financial Services LLP | 25,943 | $1.60M | 0.21% | +21,934+547.1% | Added |
| Metropolitan Life Insurance Co | 26,112 | $1.61M | 0.02% | −1,205−4.4% | Reduced |
| SG Americas Securities, LLC | 27,740 | $1.71M | 0.01% | +23,624+574.0% | Added |
| Jane Street Group, LLC | 28,006 | $1.73M | 0.00% | +8,689+45.0% | Added |