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, Q4 2021
Institutional positions in Expand Energy Corp as of Dec 31, 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
- 268
- +62 vs. Q3 2021
- Shares held
- 131.3M
- +21.1M (+19.2%) vs. Q3 2021
- Total value
- $8.47B
- +$1.70B (+25.2%) vs. Q3 2021
- New holders
- 99
- 110 more added
- Sold out
- 37
- 45 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 13,017,649 | $839.9M | 2.11% | +13,017,649 | New |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 12,001,153 | $774.3M | 8.96% | +62,036+0.5% | Added |
| Prudential Financial Inc | 11,494,685 | $741.6M | 0.92% | −295,780−2.5% | Reduced |
| Capital World Investors | 10,958,998 | $707.1M | 0.11% | +861,997+8.5% | Added |
| Vanguard Group Inc | 9,679,571 | $624.5M | 0.01% | +1,001,677+11.5% | Added |
| BlackRock Inc. | 9,499,503 | $612.9M | 0.02% | +987,188+11.6% | Added |
| FMR LLC | 5,292,413 | $341.5M | 0.03% | −37,818−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 5,231,840 | $337.6M | 0.41% | −339,194−6.1% | Reduced |
| Franklin Resources Inc | 5,017,023 | $323.7M | 0.12% | +1,4640.0% | Added |
| Wellington Management Group LLP | 4,615,658 | $297.8M | 0.05% | +681,284+17.3% | Added |
| Slate Path Capital LP | 3,328,000 | $214.7M | 11.25% | +476,000+16.7% | Added |
| Glendon Capital Management LP | 3,184,006 | $205.2M | 10.80% | +189,061+6.3% | Added |
| Ruffer LLP | 2,432,851 | $162.3M | 3.91% | −96,728−3.8% | Reduced |
| Lord, Abbett & Co. LLC | 1,935,758 | $124.9M | 0.28% | +186,244+10.6% | Added |
| State Street Corp | 1,879,008 | $121.2M | 0.01% | +120,653+6.9% | Added |
| Geode Capital Management, LLC | 1,849,314 | $119.3M | 0.01% | +95,686+5.5% | Added |
| Bank of New York Mellon Corp | 1,456,305 | $94.0M | 0.02% | +241,180+19.8% | Added |
| Dimensional Fund Advisors LP | 1,436,478 | $92.7M | 0.03% | +221,909+18.3% | Added |
| Invesco Ltd. | 1,391,177 | $89.8M | 0.02% | +407,141+41.4% | Added |
| Adage Capital Partners GP, L.L.C. | 1,093,554 | $70.6M | 0.13% | −237,796−17.9% | Reduced |
| Northern Trust Corp | 1,015,558 | $65.5M | 0.01% | +44,983+4.6% | Added |
| Sourcerock Group LLC | 878,686 | $56.7M | 15.22% | +522,686+146.8% | Added |
| Cannell Peter B & Co Inc | 839,389 | $54.2M | 1.53% | +839,389 | New |
| Nuveen Asset Management, LLC | 806,945 | $52.1M | 0.02% | +150,090+22.8% | Added |
| Charles Schwab Investment Management Inc | 776,910 | $50.1M | 0.01% | +59,527+8.3% | Added |
| Victory Capital Management Inc | 693,330 | $44.7M | 0.04% | −16,168−2.3% | Reduced |
| Millennium Management LLC | 666,934 | $43.0M | 0.05% | +196,997+41.9% | Added |
| Macquarie Group Ltd | 641,445 | $41.4M | 0.03% | +381,618+146.9% | Added |
| Citadel Advisors LLC | 629,949 | $40.6M | 0.04% | +281,045+80.6% | Added |
| JPMorgan Chase & Co | 628,576 | $40.6M | 0.01% | +312,502+98.9% | Added |
| Brigade Capital Management, LP | 550,168 | $35.5M | 6.64% | −397,617−42.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 539,744 | $34.8M | 0.48% | +539,744 | New |
| CarVal Investors, LP | 524,790 | $33.9M | 37.58% | −200,000−27.6% | Reduced |
| Alta Fundamental Advisers LLC | 523,940 | $33.8M | 11.59% | −21,000−3.9% | Reduced |
| Brandes Investment Partners, LP | 519,836 | $33.5M | 0.73% | −606,297−53.8% | Reduced |
| Key Group Holdings (Cayman), Ltd. | 650,938 | $31.1M | 3.17% | +402,830+162.4% | Added |
| Ameriprise Financial Inc | 457,050 | $29.5M | 0.01% | +73,952+19.3% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 400,000 | $25.8M | 0.66% | −24,000−5.7% | Reduced |
| Bank of America Corp | 399,198 | $25.8M | 0.00% | +232,358+139.3% | Added |
| UBS Asset Management Americas Inc | 361,940 | $23.4M | 0.01% | +289,017+396.3% | Added |
| River Road Asset Management, LLC | 353,089 | $22.8M | 0.24% | +353,089 | New |
| Thornburg Investment Management Inc | 345,337 | $22.3M | 0.26% | +129,525+60.0% | Added |
| Pictet Asset Management SA | 344,332 | $22.2M | 0.02% | +232,063+206.7% | Added |
| Boothbay Fund Management, LLC | 339,840 | $21.9M | 0.72% | +66,894+24.5% | Added |
| State of Wisconsin Investment Board | 328,535 | $21.2M | 0.04% | −8,996−2.7% | Reduced |
| Cinctive Capital Management LP | 321,021 | $20.7M | 0.97% | +17,219+5.7% | Added |
| Electron Capital Partners, LLC | 312,761 | $20.2M | 1.07% | +312,761 | New |
| Susquehanna International Group, LLP | 311,706 | $20.1M | 0.03% | +232,140+291.8% | Added |
| Nicholas Investment Partners, LP | 309,987 | $20.0M | 1.27% | +90,442+41.2% | Added |
| Payden & Rygel | 304,436 | $19.6M | 0.91% | +162,036+113.8% | Added |
| Mackenzie Financial Corp | 297,720 | $19.2M | 0.03% | +229,481+336.3% | Added |
| ExodusPoint Capital Management, LP | 257,250 | $16.6M | 0.20% | −30,349−10.6% | Reduced |
| Cobalt Capital Management, Inc. | 240,000 | $15.5M | 4.13% | +165,000+220.0% | Added |
| Anchorage Capital Group, L.L.C. | 225,789 | $14.6M | 0.77% | +84,550+59.9% | Added |
| California Public Employees Retirement System | 222,259 | $14.3M | 0.01% | +60,593+37.5% | Added |
| First Trust Advisors LP | 214,915 | $13.9M | 0.01% | +48,651+29.3% | Added |
| Morgan Stanley | 210,253 | $13.6M | 0.00% | −40,046−16.0% | Reduced |
| Hodges Capital Management Inc. | 203,650 | $13.1M | 0.95% | +203,650 | New |
| Royce & Associates LP | 203,569 | $13.1M | 0.10% | −20,600−9.2% | Reduced |
| Orbis Allan Gray Ltd | 200,353 | $12.9M | 0.10% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 184,643 | $11.9M | 0.05% | +184,643 | New |
| Moody Aldrich Partners LLC | 180,484 | $11.6M | 1.62% | +58,830+48.4% | Added |
| Allianz Asset Management GmbH | 174,714 | $11.3M | 0.01% | −20,871−10.7% | Reduced |
| Swiss National Bank | 167,900 | $10.8M | 0.01% | +6,000+3.7% | Added |
| SIR Capital Management, L.P. | 159,532 | $10.3M | 1.62% | +9,932+6.6% | Added |
| Alliancebernstein L.P. | 154,414 | $9.96M | 0.00% | +34,214+28.5% | Added |
| Key Square Capital Management LLC | 154,383 | $9.96M | 4.06% | +154,383 | New |
| TCW Group Inc | 149,100 | $9.62M | 0.08% | +11,200+8.1% | Added |
| UBS Group AG | 148,976 | $9.61M | 0.00% | +135,362+994.3% | Added |
| Rhumbline Advisers | 144,323 | $9.31M | 0.01% | +4,624+3.3% | Added |
| Wells Fargo & Company | 139,569 | $9.01M | 0.00% | +2,366+1.7% | Added |
| Amundi | 119,400 | $8.37M | 0.01% | +119,400 | New |
| Citigroup Inc | 125,410 | $8.09M | 0.01% | +107,012+581.7% | Added |
| California State Teachers Retirement System | 121,870 | $7.86M | 0.01% | +8,432+7.4% | Added |
| Caption Management, LLC | 110,700 | $7.14M | 0.44% | +110,700 | New |
| Goldman Sachs Group Inc | 101,782 | $6.57M | 0.00% | +40,974+67.4% | Added |
| Sagefield Capital LP | 100,657 | $6.49M | 2.99% | +100,657 | New |
| Quaker Capital Investments, LLC | 100,000 | $6.45M | 2.73% | +100,000 | New |
| Renaissance Technologies LLC | 93,720 | $6.05M | 0.01% | −239,580−71.9% | Reduced |
| Voloridge Investment Management, LLC | 93,557 | $6.04M | 0.03% | +30,598+48.6% | Added |
| New York State Common Retirement Fund | 91,288 | $5.89M | 0.01% | +12,848+16.4% | Added |
| Deutsche Bank AG | 89,649 | $5.78M | 0.00% | −23,870−21.0% | Reduced |
| BancorpSouth Bank | 86,665 | $5.59M | 0.70% | +86,665 | New |
| Russell Investments Group, Ltd. | 84,906 | $5.47M | 0.01% | +59,863+239.0% | Added |
| Huber Capital Management LLC | 82,160 | $5.30M | 1.39% | +10,060+14.0% | Added |
| Investment Management of Virginia LLC | 80,180 | $5.17M | 0.83% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 80,000 | $5.16M | 0.01% | +80,000 | New |
| Long Focus Capital Management, LLC | 80,000 | $5.16M | 1.41% | +80,000 | New |
| Jefferies Group LLC | 77,744 | $5.02M | 0.09% | +77,744 | New |
| Legal & General Group Plc | 76,845 | $4.96M | 0.00% | +6,359+9.0% | Added |
| Arrowstreet Capital, Limited Partnership | 74,096 | $4.78M | 0.01% | −478,351−86.6% | Reduced |
| Credit Suisse AG | 73,585 | $4.75M | 0.00% | +20,267+38.0% | Added |
| Parametric Portfolio Associates LLC | 70,837 | $4.57M | 0.00% | +26,503+59.8% | Added |
| CSS LLC | 69,529 | $4.49M | 0.20% | −73,462−51.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 64,818 | $4.18M | 0.95% | +19,000+41.5% | Added |
| SEI Investments Co | 64,629 | $4.17M | 0.01% | +20,685+47.1% | Added |
| Intrinsic Edge Capital Management LLC | 62,000 | $4.00M | 0.30% | −8,000−11.4% | Reduced |
| Mutual of America Capital Management LLC | 60,289 | $3.89M | 0.04% | +60,289 | New |
| Aventail Capital Group, LP | 59,000 | $3.81M | 1.19% | +34,000+136.0% | Added |
| American International Group, Inc. | 55,809 | $3.60M | 0.02% | +1,726+3.2% | Added |