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, Q1 2022
Institutional positions in Expand Energy Corp as of Mar 31, 2022. 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
- 345
- +78 vs. Q4 2021
- Shares held
- 139.2M
- +7.92M (+6.0%) vs. Q4 2021
- Total value
- $12.1B
- +$3.63B (+42.9%) vs. Q4 2021
- New holders
- 110
- 115 more added
- Sold out
- 32
- 86 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Midwest Wealth Management Inc. | 4,773 | $415.0K | 0.25% | +4,773 | New |
| Confluence Investment Management LLC | 4,796 | $417.0K | 0.01% | +359+8.1% | Added |
| LSV Asset Management | 5,000 | $435.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 5,004 | $435.0K | 0.01% | +24+0.5% | Added |
| Morse Asset Management, Inc | 5,000 | $435.0K | 0.11% | +1,000+25.0% | Added |
| Rockefeller Capital Management L.P. | 5,015 | $436.0K | 0.00% | +5,015 | New |
| CIBC Asset Management Inc | 5,100 | $444.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,225 | $455.0K | 0.01% | +5,225 | New |
| Mirabella Financial Services LLP | 5,244 | $456.0K | 0.05% | +5,244 | New |
| Public Employees Retirement System of Ohio | 5,556 | $483.0K | 0.00% | −1,073−16.2% | Reduced |
| Gsa Capital Partners LLP | 5,599 | $487.0K | 0.07% | +2,235+66.4% | Added |
| Shay Capital LLC | 5,676 | $494.0K | 0.18% | −424−7.0% | Reduced |
| Captrust Financial Advisors | 5,673 | $494.0K | 0.00% | +308+5.7% | Added |
| Oppenheimer & Co Inc | 5,832 | $507.0K | 0.01% | +5,832 | New |
| Independent Advisor Alliance | 5,937 | $517.0K | 0.02% | +375+6.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,958 | $518.0K | 0.00% | +1,121+23.2% | Added |
| Arden Trust Co | 5,986 | $521.0K | 0.10% | +5,986 | New |
| Easterly Investment Partners LLC | 6,084 | $529.0K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,416 | $558.0K | 0.00% | +3,939+159.0% | Added |
| Metropolitan Life Insurance Co | 6,460 | $562.0K | 0.02% | −20,856−76.4% | Reduced |
| Prudential PLC | 6,540 | $569.0K | 0.01% | +6,540 | New |
| Moloney Securities Asset Management, LLC | 6,700 | $583.0K | 0.11% | +6,700 | New |
| DuPont Capital Management Corp | 7,389 | $643.0K | 0.03% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 7,388 | $643.0K | 0.48% | +7,388 | New |
| Tower Research Capital LLC (TRC) | 7,480 | $651.0K | 0.01% | +6,289+528.0% | Added |
| HSBC Holdings PLC | 7,856 | $689.0K | 0.00% | −15,591−66.5% | Reduced |
| Public Employees Retirement Association of Colorado | 8,040 | $699.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,096 | $704.0K | 0.02% | −1,359−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 8,126 | $707.0K | 0.03% | 00.0% | Unchanged |
| Friess Associates LLC | 8,151 | $709.0K | 0.38% | +5,181+174.4% | Added |
| Advisor Group Holdings, Inc. | 8,302 | $720.0K | 0.00% | +6,924+502.5% | Added |
| Oppenheimer Asset Management Inc. | 8,501 | $739.0K | 0.01% | +5,046+146.0% | Added |
| Principal Financial Group Inc | 8,980 | $781.0K | 0.00% | −640−6.7% | Reduced |
| Comerica Bank | 8,529 | $792.0K | 0.01% | +245+3.0% | Added |
| Brinker Capital Investments, LLC | 9,367 | $815.0K | 0.01% | −79−0.8% | Reduced |
| Clear Street Markets LLC | 9,500 | $827.0K | 0.25% | +9,500 | New |
| Corsair Capital Management, L.P. | 9,541 | $830.0K | 0.21% | +9,541 | New |
| Shell Asset Management Co | 9,642 | $839.0K | 0.02% | −1,427−12.9% | Reduced |
| Prelude Capital Management, LLC | 10,014 | $871.0K | 0.04% | −8,017−44.5% | Reduced |
| Clear Harbor Asset Management, LLC | 10,081 | $877.0K | 0.10% | +10,081 | New |
| WBI Investments | 10,378 | $902.0K | 0.15% | +10,378 | New |
| SeaCrest Wealth Management, LLC | 10,506 | $914.0K | 0.10% | +573+5.8% | Added |
| Manatuck Hill Partners, LLC | 10,500 | $914.0K | 0.36% | +10,500 | New |
| Corton Capital Inc. | 10,550 | $918.0K | 0.40% | +10,550 | New |
| Keybank National Association | 10,929 | $951.0K | 0.00% | +10,929 | New |
| Vestmark Advisory Solutions, Inc. | 10,940 | $952.0K | 0.05% | +10,940 | New |
| Calamos Advisors LLC | 11,661 | $1.01M | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 12,258 | $1.07M | 0.18% | +12,258 | New |
| Zebra Capital Management LLC | 12,913 | $1.12M | 2.58% | +12,913 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,979 | $1.13M | 0.00% | +12,979 | New |
| Amalgamated Bank | 13,101 | $1.14M | 0.01% | −289−2.2% | Reduced |
| Amalgamated Financial Corp. | 13,101 | $1.14M | 0.01% | +13,101 | New |
| Lazard Asset Management LLC | 13,198 | $1.15M | 0.00% | +13,198 | New |
| Pacific Global Investment Management CO | 13,244 | $1.15M | 0.23% | +6,430+94.4% | Added |
| Baader Bank INC | 13,391 | $1.17M | 0.09% | −21,172−61.3% | Reduced |
| Caxton Associates LP | 13,800 | $1.20M | 0.12% | +13,800 | New |
| Aft, Forsyth & Sober, LLC | 15,000 | $1.30M | 0.51% | +1,000+7.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 15,000 | $1.30M | 0.01% | +12,000+400.0% | Added |
| Janus Henderson Group PLC | 15,191 | $1.32M | 0.00% | +86+0.6% | Added |
| Tudor Investment Corp Et Al | 15,186 | $1.32M | 0.03% | +11,919+364.8% | Added |
| Hantz Financial Services, Inc. | 15,286 | $1.33M | 0.04% | +15,286 | New |
| Teacher Retirement System of Texas | 15,819 | $1.38M | 0.01% | +1,115+7.6% | Added |
| Venator Management LLC | 16,052 | $1.40M | 0.44% | +16,052 | New |
| Boston Partners | 16,402 | $1.43M | 0.00% | +516+3.2% | Added |
| Byrne Asset Management LLC | 16,466 | $1.43M | 0.89% | +1,258+8.3% | Added |
| STRS Ohio | 16,700 | $1.45M | 0.01% | +3,100+22.8% | Added |
| NYL Investors LLC | 17,058 | $1.48M | 0.20% | 00.0% | Unchanged |
| X-Square Capital, LLC | 17,130 | $1.49M | 0.77% | +8,479+98.0% | Added |
| Jackson Creek Investment Advisors LLC | 18,258 | $1.59M | 0.58% | +1,137+6.6% | Added |
| Redwood Capital Management, LLC | 18,824 | $1.64M | 0.15% | 00.0% | Unchanged |
| PFS Investments Inc. | 19,511 | $1.70M | 0.03% | +19,511 | New |
| ProShare Advisors LLC | 19,697 | $1.71M | 0.00% | −3,211−14.0% | Reduced |
| Greatmark Investment Partners, Inc. | 20,300 | $1.77M | 0.29% | +20,300 | New |
| Atom Investors LP | 20,312 | $1.77M | 0.83% | +20,312 | New |
| EAM Investors, LLC | 20,475 | $1.78M | 0.33% | +20,475 | New |
| Arizona State Retirement System | 20,576 | $1.79M | 0.01% | +34+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,777 | $1.81M | 0.02% | −9,122−30.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,876 | $1.82M | 0.01% | −10,984−34.5% | Reduced |
| Seven Eight Capital, LP | 20,990 | $1.83M | 0.24% | +20,990 | New |
| Settian Capital LP | 21,200 | $1.84M | 1.78% | +20,000+1,666.7% | Added |
| State Board of Administration of Florida Retirement System | 21,668 | $1.89M | 0.00% | +7,610+54.1% | Added |
| Envestnet Asset Management Inc | 22,337 | $1.94M | 0.00% | +11,353+103.4% | Added |
| Royal Bank of Canada | 22,360 | $1.95M | 0.00% | −6,419−22.3% | Reduced |
| LPL Financial LLC | 22,591 | $1.97M | 0.00% | +10,829+92.1% | Added |
| First Eagle Investment Management, LLC | 22,862 | $1.99M | 0.00% | +3,631+18.9% | Added |
| Glenmede Trust Co NA | 22,971 | $2.00M | 0.01% | +465+2.1% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.17M | 0.23% | 00.0% | Unchanged |
| Afton Capital Management LLC | 25,000 | $2.17M | 4.63% | +25,000 | New |
| Jupiter Asset Management Ltd | 26,128 | $2.27M | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,200 | $2.28M | 0.01% | +26,200 | New |
| Janney Montgomery Scott LLC | 26,460 | $2.30M | 0.01% | +26,460 | New |
| American Century Companies Inc | 28,070 | $2.44M | 0.00% | +8,578+44.0% | Added |
| Connacht Asset Management LP | 28,381 | $2.47M | 3.67% | +17,583+162.8% | Added |
| Penn Capital Management Co Inc | 28,409 | $2.47M | 0.25% | +14,032+97.6% | Added |
| Price T Rowe Associates Inc | 29,371 | $2.56M | 0.00% | +5,653+23.8% | Added |
| CM Management, LLC | 30,000 | $2.61M | 2.19% | +15,000+100.0% | Added |
| Barclays PLC | 30,641 | $2.67M | 0.00% | +30,641 | New |
| Bienville Capital Management, LLC | 32,938 | $2.87M | 1.43% | +32,938 | New |
| SEI Investments Co | 33,217 | $2.89M | 0.01% | −31,412−48.6% | Reduced |
| Zacks Investment Management | 33,782 | $2.94M | 0.04% | −4,205−11.1% | Reduced |