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 |
|---|---|---|---|---|---|
| Carlson Capital L P | 34,000 | $2.96M | 0.20% | +22,000+183.3% | Added |
| Portolan Capital Management, LLC | 34,077 | $2.96M | 0.24% | +34,077 | New |
| Bramshill Investments, LLC | 34,151 | $2.97M | 0.41% | +34,151 | New |
| Vident Investment Advisory, LLC | 34,352 | $2.99M | 0.08% | −11,842−25.6% | Reduced |
| Ancora Advisors, LLC | 35,510 | $3.09M | 0.08% | +35,510 | New |
| US Bancorp | 36,540 | $3.18M | 0.01% | +324+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 37,377 | $3.25M | 0.03% | −4,798−11.4% | Reduced |
| AQR Capital Management LLC | 37,879 | $3.29M | 0.01% | −12,598−25.0% | Reduced |
| Bank of Montreal | 37,421 | $3.31M | 0.00% | +28,289+309.8% | Added |
| Cubist Systematic Strategies, LLC | 38,311 | $3.33M | 0.03% | +38,311 | New |
| Contrarian Capital Management, L.L.C. | 39,333 | $3.42M | 0.46% | 00.0% | Unchanged |
| Carronade Capital Management, LP | 40,000 | $3.48M | 1.62% | +40,000 | New |
| Voya Investment Management LLC | 40,122 | $3.49M | 0.01% | +470+1.2% | Added |
| State of New Jersey Common Pension Fund D | 40,154 | $3.49M | 0.01% | −5,337−11.7% | Reduced |
| Citigroup Inc | 40,919 | $3.56M | 0.00% | −84,491−67.4% | Reduced |
| Graham Capital Management, L.P. | 42,396 | $3.69M | 0.17% | +32,777+340.8% | Added |
| Manufacturers Life Insurance Company, The | 42,565 | $3.70M | 0.00% | −10,303−19.5% | Reduced |
| Hennessy Advisors Inc | 43,100 | $3.75M | 0.20% | +43,100 | New |
| Stifel Financial Corp | 43,136 | $3.75M | 0.01% | +24,411+130.4% | Added |
| Walthausen & Co., LLC | 43,940 | $3.82M | 1.08% | −950−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 47,480 | $4.13M | 0.01% | +27,250+134.7% | Added |
| Keeley-Teton Advisors, LLC | 47,705 | $4.15M | 0.43% | −3,120−6.1% | Reduced |
| Hohimer Wealth Management, LLC | 48,562 | $4.22M | 0.83% | +108+0.2% | Added |
| Long Focus Capital Management, LLC | 50,000 | $4.35M | 0.93% | −30,000−37.5% | Reduced |
| West Family Investments, Inc. | 50,000 | $4.35M | 1.24% | 00.0% | Unchanged |
| Central Trust Co | 50,620 | $4.40M | 0.13% | +4,230+9.1% | Added |
| American International Group, Inc. | 52,139 | $4.54M | 0.02% | −3,670−6.6% | Reduced |
| Cheyne Capital Management (UK) LLP | 53,534 | $4.66M | 2.93% | +53,534 | New |
| Ninepoint Partners LP | 54,000 | $4.70M | 1.13% | +54,000 | New |
| MetLife Investment Management | 57,268 | $4.98M | 0.03% | +20,406+55.4% | Added |
| CSS LLC | 57,529 | $5.00M | 0.21% | −12,000−17.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 60,935 | $5.30M | 0.01% | +5,816+10.6% | Added |
| Courage Capital Management LLC | 61,315 | $5.33M | 5.09% | +61,315 | New |
| Intrinsic Edge Capital Management LLC | 62,000 | $5.39M | 0.43% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 62,432 | $5.43M | 0.06% | +2,143+3.6% | Added |
| Deutsche Bank AG | 62,731 | $5.46M | 0.00% | −26,918−30.0% | Reduced |
| Optimas Capital Ltd | 62,897 | $5.47M | 5.14% | +62,897 | New |
| Huber Capital Management LLC | 66,340 | $5.77M | 1.43% | −15,820−19.3% | Reduced |
| Arosa Capital Management LP | 70,000 | $6.09M | 1.88% | +70,000 | New |
| Credit Suisse AG | 74,334 | $6.47M | 0.01% | +749+1.0% | Added |
| SFMG, LLC | 76,302 | $6.64M | 0.66% | +76,302 | New |
| Sagefield Capital LP | 77,297 | $6.72M | 2.94% | −23,360−23.2% | Reduced |
| Investment Management of Virginia LLC | 79,683 | $6.93M | 1.22% | −497−0.6% | Reduced |
| Legal & General Group Plc | 79,840 | $6.95M | 0.00% | +2,995+3.9% | Added |
| BancorpSouth Bank | 88,341 | $7.69M | 0.96% | +1,676+1.9% | Added |
| Parametric Portfolio Associates LLC | 102,604 | $8.93M | 0.00% | +31,767+44.8% | Added |
| HITE Hedge Asset Management LLC | 106,858 | $9.30M | 0.90% | +91,329+588.1% | Added |
| California State Teachers Retirement System | 109,833 | $9.55M | 0.01% | −12,037−9.9% | Reduced |
| Caption Management, LLC | 121,200 | $10.5M | 0.70% | +10,500+9.5% | Added |
| Raymond James & Associates | 121,422 | $10.6M | 0.01% | +85,219+235.4% | Added |
| Kadensa Capital Ltd | 121,898 | $10.6M | 5.41% | +121,898 | New |
| Appaloosa LPSuperinvestorAppaloosa | 122,000 | $10.6M | 0.42% | −278,000−69.5% | Reduced |
| Susquehanna International Group, LLP | 125,100 | $10.9M | 0.02% | −186,606−59.9% | Reduced |
| Janney Capital Management LLC | 128,180 | $11.2M | 0.79% | +128,180 | New |
| Squarepoint Ops LLC | 129,571 | $11.3M | 0.08% | +129,571 | New |
| Russell Investments Group, Ltd. | 130,242 | $11.3M | 0.02% | +45,336+53.4% | Added |
| Guggenheim Capital LLC | 136,014 | $11.8M | 0.07% | +122,304+892.1% | Added |
| Rhumbline Advisers | 141,110 | $12.3M | 0.02% | −3,213−2.2% | Reduced |
| Jennison Associates LLC | 143,070 | $12.4M | 0.01% | +143,070 | New |
| Alliancebernstein L.P. | 147,564 | $12.8M | 0.00% | −6,850−4.4% | Reduced |
| Schwartz Investment Counsel Inc | 150,000 | $13.1M | 0.55% | +150,000 | New |
| Wolf Hill Capital Management, LP | 150,000 | $13.1M | 2.84% | +150,000 | New |
| TCW Group Inc | 159,100 | $13.8M | 0.13% | +10,000+6.7% | Added |
| Marshall Wace, LLP | 165,511 | $14.4M | 0.03% | +117,727+246.4% | Added |
| Royce & Associates LP | 166,865 | $14.5M | 0.12% | −36,704−18.0% | Reduced |
| Brigade Capital Management, LP | 173,975 | $15.1M | 3.53% | −376,193−68.4% | Reduced |
| Wells Fargo & Company | 176,006 | $15.3M | 0.00% | +36,437+26.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 178,000 | $15.5M | 0.37% | +178,000 | New |
| UBS Group AG | 178,028 | $15.5M | 0.01% | +29,052+19.5% | Added |
| Swiss National Bank | 180,000 | $15.7M | 0.01% | +12,100+7.2% | Added |
| Hodges Capital Management Inc. | 184,200 | $16.0M | 1.27% | −19,450−9.6% | Reduced |
| Morgan Stanley | 195,709 | $17.0M | 0.00% | −14,544−6.9% | Reduced |
| Balyasny Asset Management LLC | 199,394 | $17.3M | 0.08% | +14,751+8.0% | Added |
| J. Goldman & Co LP | 201,583 | $17.5M | 1.32% | +201,583 | New |
| Moody Aldrich Partners LLC | 205,042 | $17.8M | 2.51% | +24,558+13.6% | Added |
| SIR Capital Management, L.P. | 209,850 | $18.3M | 3.21% | +50,318+31.5% | Added |
| Brandes Investment Partners, LP | 215,701 | $18.8M | 0.40% | −304,135−58.5% | Reduced |
| Silver Point Capital L.P. | 220,000 | $19.1M | 0.96% | +220,000 | New |
| California Public Employees Retirement System | 223,462 | $19.4M | 0.02% | +1,203+0.5% | Added |
| Anchorage Capital Group, L.L.C. | 225,789 | $19.6M | 1.33% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 239,086 | $20.8M | 0.94% | −81,935−25.5% | Reduced |
| Voloridge Investment Management, LLC | 241,617 | $21.0M | 0.12% | +148,060+158.3% | Added |
| Cobalt Capital Management, Inc. | 270,000 | $23.5M | 7.10% | +30,000+12.5% | Added |
| Millennium Management LLC | 276,352 | $24.0M | 0.03% | −390,582−58.6% | Reduced |
| Boothbay Fund Management, LLC | 277,780 | $24.2M | 0.79% | −62,060−18.3% | Reduced |
| Allianz Asset Management GmbH | 287,074 | $25.0M | 0.02% | +112,360+64.3% | Added |
| Aventail Capital Group, LP | 292,386 | $25.4M | 3.80% | +233,386+395.6% | Added |
| Mackenzie Financial Corp | 304,633 | $26.5M | 0.04% | +6,913+2.3% | Added |
| CarVal Investors, LP | 309,790 | $27.0M | 30.80% | −215,000−41.0% | Reduced |
| State of Wisconsin Investment Board | 314,512 | $27.4M | 0.06% | −14,023−4.3% | Reduced |
| ExodusPoint Capital Management, LP | 317,212 | $27.6M | 0.40% | +59,962+23.3% | Added |
| Van Eck Associates Corp | 327,110 | $28.5M | 0.06% | +327,110 | New |
| Thornburg Investment Management Inc | 332,116 | $28.9M | 0.38% | −13,221−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 333,554 | $29.0M | 0.06% | −760,000−69.5% | Reduced |
| Nicholas Investment Partners, LP | 351,058 | $30.5M | 2.17% | +41,071+13.2% | Added |
| UBS Asset Management Americas Inc | 354,303 | $30.8M | 0.01% | −7,637−2.1% | Reduced |
| River Road Asset Management, LLC | 356,282 | $31.0M | 0.34% | +3,193+0.9% | Added |
| Electron Capital Partners, LLC | 367,810 | $32.0M | 1.46% | +55,049+17.6% | Added |
| Alta Fundamental Advisers LLC | 413,940 | $36.0M | 11.89% | −110,000−21.0% | Reduced |
| Pictet Asset Management SA | 423,739 | $36.9M | 0.04% | +79,407+23.1% | Added |