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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 55,119 | $3.56M | 0.00% | +55,119 | New |
| Manufacturers Life Insurance Company, The | 52,868 | $3.41M | 0.00% | +4,504+9.3% | Added |
| Keeley-Teton Advisors, LLC | 50,825 | $3.28M | 0.35% | +6,105+13.7% | Added |
| AQR Capital Management LLC | 50,477 | $3.26M | 0.01% | −4,858−8.8% | Reduced |
| West Family Investments, Inc. | 50,000 | $3.23M | 0.90% | +50,000 | New |
| Hohimer Wealth Management, LLC | 48,454 | $3.13M | 0.66% | −1,264−2.5% | Reduced |
| Marshall Wace, LLP | 47,784 | $3.08M | 0.01% | −426,755−89.9% | Reduced |
| Canada Pension Plan Investment Board | 47,270 | $3.05M | 0.00% | +47,270 | New |
| Central Trust Co | 46,390 | $2.99M | 0.08% | +3,615+8.5% | Added |
| Vident Investment Advisory, LLC | 46,194 | $2.98M | 0.08% | +8,600+22.9% | Added |
| State of New Jersey Common Pension Fund D | 45,491 | $2.94M | 0.01% | −5,170−10.2% | Reduced |
| Walthausen & Co., LLC | 44,890 | $2.90M | 0.76% | −1,260−2.7% | Reduced |
| Paloma Partners Management Co | 44,768 | $2.89M | 0.09% | +44,768 | New |
| Teachers Retirement System of the State of Kentucky | 42,175 | $2.72M | 0.02% | 00.0% | Unchanged |
| SG3 Management, LLC | 41,937 | $2.71M | 0.27% | +41,937 | New |
| Voya Investment Management LLC | 39,652 | $2.56M | 0.00% | +1,891+5.0% | Added |
| Contrarian Capital Management, L.L.C. | 39,333 | $2.54M | 0.44% | +11,300+40.3% | Added |
| Zacks Investment Management | 37,987 | $2.45M | 0.03% | +37,987 | New |
| Schonfeld Strategic Advisors LLC | 37,969 | $2.45M | 0.02% | +23,469+161.9% | Added |
| MetLife Investment Management | 36,862 | $2.38M | 0.02% | +2,524+7.4% | Added |
| US Bancorp | 36,216 | $2.34M | 0.00% | +16,264+81.5% | Added |
| Raymond James & Associates | 36,203 | $2.34M | 0.00% | +32,035+768.6% | Added |
| Baader Bank INC | 34,563 | $2.23M | 0.18% | +34,563 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,860 | $2.06M | 0.01% | +8,243+34.9% | Added |
| Sona Asset Management (US) LLC | 30,000 | $1.94M | 1.03% | +30,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,899 | $1.93M | 0.02% | −18,353−38.0% | Reduced |
| Clearbridge Investments, LLC | 29,613 | $1.91M | 0.00% | +29,613 | New |
| Royal Bank of Canada | 28,779 | $1.86M | 0.00% | +13,388+87.0% | Added |
| Twinbeech Capital LP | 28,310 | $1.83M | 0.10% | +28,310 | New |
| SG Americas Securities, LLC | 27,846 | $1.80M | 0.01% | +106+0.4% | Added |
| Metropolitan Life Insurance Co | 27,316 | $1.76M | 0.02% | +1,204+4.6% | Added |
| Jupiter Asset Management Ltd | 26,128 | $1.68M | 0.02% | +5,705+27.9% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.61M | 0.17% | +25,000 | New |
| Price T Rowe Associates Inc | 23,718 | $1.53M | 0.00% | −376,794−94.1% | Reduced |
| HSBC Holdings PLC | 23,447 | $1.50M | 0.00% | +13,482+135.3% | Added |
| ProShare Advisors LLC | 22,908 | $1.48M | 0.00% | +10,241+80.8% | Added |
| Glenmede Trust Co NA | 22,506 | $1.45M | 0.01% | +10,071+81.0% | Added |
| Arizona State Retirement System | 20,542 | $1.32M | 0.01% | +539+2.7% | Added |
| Ensign Peak Advisors, Inc | 20,230 | $1.30M | 0.00% | +20,230 | New |
| American Century Companies Inc | 19,492 | $1.26M | 0.00% | +19,492 | New |
| Monaco Asset Management SAM | 19,385 | $1.25M | 0.78% | +19,385 | New |
| First Eagle Investment Management, LLC | 19,231 | $1.24M | 0.00% | +9,500+97.6% | Added |
| Redwood Capital Management, LLC | 18,824 | $1.22M | 0.10% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 18,800 | $1.21M | 0.38% | +10,300+121.2% | Added |
| Stifel Financial Corp | 18,725 | $1.21M | 0.00% | +12,251+189.2% | Added |
| Centiva Capital, LP | 18,672 | $1.21M | 0.08% | +7,952+74.2% | Added |
| Prelude Capital Management, LLC | 18,031 | $1.16M | 0.06% | −31,137−63.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 17,121 | $1.10M | 0.40% | −1,196−6.5% | Reduced |
| NYL Investors LLC | 17,058 | $1.10M | 0.18% | 00.0% | Unchanged |
| Boston Partners | 15,886 | $1.02M | 0.00% | +15,886 | New |
| HITE Hedge Asset Management LLC | 15,529 | $1.00M | 0.12% | −70,853−82.0% | Reduced |
| Byrne Asset Management LLC | 15,208 | $981.0K | 0.64% | +15,208 | New |
| Janus Henderson Group PLC | 15,105 | $974.0K | 0.00% | +7,640+102.3% | Added |
| CM Management, LLC | 15,000 | $968.0K | 0.73% | +15,000 | New |
| Teacher Retirement System of Texas | 14,704 | $949.0K | 0.00% | +3,059+26.3% | Added |
| APG Asset Management N.V. | 16,400 | $930.0K | 0.00% | −1,100−6.3% | Reduced |
| Penn Capital Management Co Inc | 14,377 | $928.0K | 0.09% | +14,377 | New |
| Engineers Gate Manager LP | 14,163 | $914.0K | 0.04% | +14,163 | New |
| State Board of Administration of Florida Retirement System | 14,058 | $907.0K | 0.00% | +3,525+33.5% | Added |
| Aft, Forsyth & Sober, LLC | 14,000 | $903.0K | 0.32% | +14,000 | New |
| Bokf, NA | 13,948 | $900.0K | 0.01% | −6,052−30.3% | Reduced |
| Guggenheim Capital LLC | 13,710 | $885.0K | 0.00% | +1,756+14.7% | Added |
| STRS Ohio | 13,600 | $877.0K | 0.00% | +1,800+15.3% | Added |
| Amalgamated Bank | 13,390 | $864.0K | 0.01% | +945+7.6% | Added |
| Truist Financial Corp | 13,250 | $855.0K | 0.00% | +13,250 | New |
| Los Angeles Capital Management LLC | 12,646 | $816.0K | 0.00% | +980+8.4% | Added |
| Carlson Capital L P | 12,000 | $774.0K | 0.04% | +12,000 | New |
| LPL Financial LLC | 11,762 | $759.0K | 0.00% | +11,762 | New |
| Calamos Advisors LLC | 11,661 | $752.0K | 0.00% | −5,867−33.5% | Reduced |
| Virginia Retirement Systems Et Al | 11,400 | $736.0K | 0.01% | +11,400 | New |
| Shell Asset Management Co | 11,069 | $714.0K | 0.01% | +1,920+21.0% | Added |
| Envestnet Asset Management Inc | 10,984 | $709.0K | 0.00% | +5,415+97.2% | Added |
| Connacht Asset Management LP | 10,798 | $697.0K | 0.80% | +10,798 | New |
| SeaCrest Wealth Management, LLC | 9,933 | $641.0K | 0.07% | +9,933 | New |
| Principal Financial Group Inc | 9,620 | $621.0K | 0.00% | +1,277+15.3% | Added |
| Graham Capital Management, L.P. | 9,619 | $620.0K | 0.03% | +9,619 | New |
| Hancock Whitney Corp | 9,455 | $610.0K | 0.02% | −65−0.7% | Reduced |
| Brinker Capital Investments, LLC | 9,446 | $609.0K | 0.01% | +9,446 | New |
| Bank of Montreal | 9,132 | $600.0K | 0.00% | +9,132 | New |
| Schroder Investment Management Group | 9,100 | $587.0K | 0.00% | +6,277+222.4% | Added |
| Eschler Asset Management LLP | 9,000 | $581.0K | 0.74% | +9,000 | New |
| X-Square Capital, LLC | 8,651 | $558.0K | 0.28% | −499−5.5% | Reduced |
| Comerica Bank | 8,284 | $556.0K | 0.00% | +8,284 | New |
| Jane Street Group, LLC | 8,310 | $536.0K | 0.00% | −19,696−70.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,126 | $524.0K | 0.02% | +401+5.2% | Added |
| Public Employees Retirement Association of Colorado | 8,040 | $519.0K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 7,757 | $500.0K | 0.01% | −13,423−63.4% | Reduced |
| DuPont Capital Management Corp | 7,389 | $477.0K | 0.02% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 6,814 | $440.0K | 0.08% | +6,814 | New |
| Public Employees Retirement System of Ohio | 6,629 | $428.0K | 0.00% | +1,177+21.6% | Added |
| Panagora Asset Management Inc | 6,529 | $421.0K | 0.00% | +6,529 | New |
| Agf Investments Inc. | 6,335 | $409.0K | 0.00% | +6,335 | New |
| Shay Capital LLC | 6,100 | $394.0K | 0.15% | +2,600+74.3% | Added |
| Easterly Investment Partners LLC | 6,084 | $393.0K | 0.03% | +6,084 | New |
| Laurion Capital Management LP | 5,864 | $378.0K | 0.01% | +5,864 | New |
| Wolverine Trading, LLC | 5,847 | $376.0K | 0.01% | −9,249−61.3% | Reduced |
| Independent Advisor Alliance | 5,562 | $359.0K | 0.02% | +5,562 | New |
| Captrust Financial Advisors | 5,365 | $346.0K | 0.00% | +3,899+266.0% | Added |
| Deltec Asset Management LLC | 5,154 | $333.0K | 0.05% | +154+3.1% | Added |
| CIBC Asset Management Inc | 5,100 | $329.0K | 0.00% | +1,170+29.8% | Added |