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; 854 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 | 854 | $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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 11,762 | $759.0K | 0.00% | +11,762 | New |
| Carlson Capital L P | 12,000 | $774.0K | 0.04% | +12,000 | New |
| Los Angeles Capital Management LLC | 12,646 | $816.0K | 0.00% | +980+8.4% | Added |
| Truist Financial Corp | 13,250 | $855.0K | 0.00% | +13,250 | New |
| Amalgamated Bank | 13,390 | $864.0K | 0.01% | +945+7.6% | Added |
| STRS Ohio | 13,600 | $877.0K | 0.00% | +1,800+15.3% | Added |
| Guggenheim Capital LLC | 13,710 | $885.0K | 0.00% | +1,756+14.7% | Added |
| Bokf, NA | 13,948 | $900.0K | 0.01% | −6,052−30.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,000 | $903.0K | 0.32% | +14,000 | New |
| State Board of Administration of Florida Retirement System | 14,058 | $907.0K | 0.00% | +3,525+33.5% | Added |
| Engineers Gate Manager LP | 14,163 | $914.0K | 0.04% | +14,163 | New |
| Penn Capital Management Co Inc | 14,377 | $928.0K | 0.09% | +14,377 | New |
| APG Asset Management N.V. | 16,400 | $930.0K | 0.00% | −1,100−6.3% | Reduced |
| Teacher Retirement System of Texas | 14,704 | $949.0K | 0.00% | +3,059+26.3% | Added |
| CM Management, LLC | 15,000 | $968.0K | 0.73% | +15,000 | New |
| Janus Henderson Group PLC | 15,105 | $974.0K | 0.00% | +7,640+102.3% | Added |
| Byrne Asset Management LLC | 15,208 | $981.0K | 0.64% | +15,208 | New |
| HITE Hedge Asset Management LLC | 15,529 | $1.00M | 0.12% | −70,853−82.0% | Reduced |
| Boston Partners | 15,886 | $1.02M | 0.00% | +15,886 | New |
| NYL Investors LLC | 17,058 | $1.10M | 0.18% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 17,121 | $1.10M | 0.40% | −1,196−6.5% | Reduced |
| Prelude Capital Management, LLC | 18,031 | $1.16M | 0.06% | −31,137−63.3% | Reduced |
| Centiva Capital, LP | 18,672 | $1.21M | 0.08% | +7,952+74.2% | Added |
| Stifel Financial Corp | 18,725 | $1.21M | 0.00% | +12,251+189.2% | Added |
| Bayesian Capital Management, LP | 18,800 | $1.21M | 0.38% | +10,300+121.2% | Added |
| Redwood Capital Management, LLC | 18,824 | $1.22M | 0.10% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 19,231 | $1.24M | 0.00% | +9,500+97.6% | Added |
| Monaco Asset Management SAM | 19,385 | $1.25M | 0.78% | +19,385 | New |
| American Century Companies Inc | 19,492 | $1.26M | 0.00% | +19,492 | New |
| Ensign Peak Advisors, Inc | 20,230 | $1.30M | 0.00% | +20,230 | New |
| Arizona State Retirement System | 20,542 | $1.32M | 0.01% | +539+2.7% | Added |
| Glenmede Trust Co NA | 22,506 | $1.45M | 0.01% | +10,071+81.0% | Added |
| ProShare Advisors LLC | 22,908 | $1.48M | 0.00% | +10,241+80.8% | Added |
| HSBC Holdings PLC | 23,447 | $1.50M | 0.00% | +13,482+135.3% | Added |
| Price T Rowe Associates Inc | 23,718 | $1.53M | 0.00% | −376,794−94.1% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.61M | 0.17% | +25,000 | New |
| Jupiter Asset Management Ltd | 26,128 | $1.68M | 0.02% | +5,705+27.9% | Added |
| Metropolitan Life Insurance Co | 27,316 | $1.76M | 0.02% | +1,204+4.6% | Added |
| SG Americas Securities, LLC | 27,846 | $1.80M | 0.01% | +106+0.4% | Added |
| Twinbeech Capital LP | 28,310 | $1.83M | 0.10% | +28,310 | New |
| Royal Bank of Canada | 28,779 | $1.86M | 0.00% | +13,388+87.0% | Added |
| Clearbridge Investments, LLC | 29,613 | $1.91M | 0.00% | +29,613 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,899 | $1.93M | 0.02% | −18,353−38.0% | Reduced |
| Sona Asset Management (US) LLC | 30,000 | $1.94M | 1.03% | +30,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,860 | $2.06M | 0.01% | +8,243+34.9% | Added |
| Baader Bank INC | 34,563 | $2.23M | 0.18% | +34,563 | New |
| Raymond James & Associates | 36,203 | $2.34M | 0.00% | +32,035+768.6% | Added |
| US Bancorp | 36,216 | $2.34M | 0.00% | +16,264+81.5% | Added |
| MetLife Investment Management | 36,862 | $2.38M | 0.02% | +2,524+7.4% | Added |
| Schonfeld Strategic Advisors LLC | 37,969 | $2.45M | 0.02% | +23,469+161.9% | Added |
| Zacks Investment Management | 37,987 | $2.45M | 0.03% | +37,987 | New |
| Contrarian Capital Management, L.L.C. | 39,333 | $2.54M | 0.44% | +11,300+40.3% | Added |
| Voya Investment Management LLC | 39,652 | $2.56M | 0.00% | +1,891+5.0% | Added |
| SG3 Management, LLC | 41,937 | $2.71M | 0.27% | +41,937 | New |
| Teachers Retirement System of the State of Kentucky | 42,175 | $2.72M | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 44,768 | $2.89M | 0.09% | +44,768 | New |
| Walthausen & Co., LLC | 44,890 | $2.90M | 0.76% | −1,260−2.7% | Reduced |
| State of New Jersey Common Pension Fund D | 45,491 | $2.94M | 0.01% | −5,170−10.2% | Reduced |
| Vident Investment Advisory, LLC | 46,194 | $2.98M | 0.08% | +8,600+22.9% | Added |
| Central Trust Co | 46,390 | $2.99M | 0.08% | +3,615+8.5% | Added |
| Canada Pension Plan Investment Board | 47,270 | $3.05M | 0.00% | +47,270 | New |
| Marshall Wace, LLP | 47,784 | $3.08M | 0.01% | −426,755−89.9% | Reduced |
| Hohimer Wealth Management, LLC | 48,454 | $3.13M | 0.66% | −1,264−2.5% | Reduced |
| West Family Investments, Inc. | 50,000 | $3.23M | 0.90% | +50,000 | New |
| AQR Capital Management LLC | 50,477 | $3.26M | 0.01% | −4,858−8.8% | Reduced |
| Keeley-Teton Advisors, LLC | 50,825 | $3.28M | 0.35% | +6,105+13.7% | Added |
| Manufacturers Life Insurance Company, The | 52,868 | $3.41M | 0.00% | +4,504+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 55,119 | $3.56M | 0.00% | +55,119 | New |
| American International Group, Inc. | 55,809 | $3.60M | 0.02% | +1,726+3.2% | Added |
| Aventail Capital Group, LP | 59,000 | $3.81M | 1.19% | +34,000+136.0% | Added |
| Mutual of America Capital Management LLC | 60,289 | $3.89M | 0.04% | +60,289 | New |
| Intrinsic Edge Capital Management LLC | 62,000 | $4.00M | 0.30% | −8,000−11.4% | Reduced |
| SEI Investments Co | 64,629 | $4.17M | 0.01% | +20,685+47.1% | Added |
| Prescott Group Capital Management, L.L.C. | 64,818 | $4.18M | 0.95% | +19,000+41.5% | Added |
| CSS LLC | 69,529 | $4.49M | 0.20% | −73,462−51.4% | Reduced |
| Parametric Portfolio Associates LLC | 70,837 | $4.57M | 0.00% | +26,503+59.8% | Added |
| Credit Suisse AG | 73,585 | $4.75M | 0.00% | +20,267+38.0% | Added |
| Arrowstreet Capital, Limited Partnership | 74,096 | $4.78M | 0.01% | −478,351−86.6% | Reduced |
| Legal & General Group Plc | 76,845 | $4.96M | 0.00% | +6,359+9.0% | Added |
| Jefferies Group LLC | 77,744 | $5.02M | 0.09% | +77,744 | New |
| 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 |
| Investment Management of Virginia LLC | 80,180 | $5.17M | 0.83% | 00.0% | Unchanged |
| Huber Capital Management LLC | 82,160 | $5.30M | 1.39% | +10,060+14.0% | Added |
| Russell Investments Group, Ltd. | 84,906 | $5.47M | 0.01% | +59,863+239.0% | Added |
| BancorpSouth Bank | 86,665 | $5.59M | 0.70% | +86,665 | New |
| Deutsche Bank AG | 89,649 | $5.78M | 0.00% | −23,870−21.0% | Reduced |
| New York State Common Retirement Fund | 91,288 | $5.89M | 0.01% | +12,848+16.4% | Added |
| Voloridge Investment Management, LLC | 93,557 | $6.04M | 0.03% | +30,598+48.6% | Added |
| Renaissance Technologies LLC | 93,720 | $6.05M | 0.01% | −239,580−71.9% | Reduced |
| Quaker Capital Investments, LLC | 100,000 | $6.45M | 2.73% | +100,000 | New |
| Sagefield Capital LP | 100,657 | $6.49M | 2.99% | +100,657 | New |
| Goldman Sachs Group Inc | 101,782 | $6.57M | 0.00% | +40,974+67.4% | Added |
| Caption Management, LLC | 110,700 | $7.14M | 0.44% | +110,700 | New |
| California State Teachers Retirement System | 121,870 | $7.86M | 0.01% | +8,432+7.4% | Added |
| Citigroup Inc | 125,410 | $8.09M | 0.01% | +107,012+581.7% | Added |
| Amundi | 119,400 | $8.37M | 0.01% | +119,400 | New |
| Wells Fargo & Company | 139,569 | $9.01M | 0.00% | +2,366+1.7% | Added |
| Rhumbline Advisers | 144,323 | $9.31M | 0.01% | +4,624+3.3% | Added |
| UBS Group AG | 148,976 | $9.61M | 0.00% | +135,362+994.3% | Added |