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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 88,341 | $7.69M | 0.96% | +1,676+1.9% | Added |
| Legal & General Group Plc | 79,840 | $6.95M | 0.00% | +2,995+3.9% | Added |
| Investment Management of Virginia LLC | 79,683 | $6.93M | 1.22% | −497−0.6% | Reduced |
| Sagefield Capital LP | 77,297 | $6.72M | 2.94% | −23,360−23.2% | Reduced |
| SFMG, LLC | 76,302 | $6.64M | 0.66% | +76,302 | New |
| Credit Suisse AG | 74,334 | $6.47M | 0.01% | +749+1.0% | Added |
| Arosa Capital Management LP | 70,000 | $6.09M | 1.88% | +70,000 | New |
| Huber Capital Management LLC | 66,340 | $5.77M | 1.43% | −15,820−19.3% | Reduced |
| Optimas Capital Ltd | 62,897 | $5.47M | 5.14% | +62,897 | New |
| Deutsche Bank AG | 62,731 | $5.46M | 0.00% | −26,918−30.0% | Reduced |
| Mutual of America Capital Management LLC | 62,432 | $5.43M | 0.06% | +2,143+3.6% | Added |
| Intrinsic Edge Capital Management LLC | 62,000 | $5.39M | 0.43% | 00.0% | Unchanged |
| Courage Capital Management LLC | 61,315 | $5.33M | 5.09% | +61,315 | New |
| Allspring Global Investments Holdings, LLC | 60,935 | $5.30M | 0.01% | +5,816+10.6% | Added |
| CSS LLC | 57,529 | $5.00M | 0.21% | −12,000−17.3% | Reduced |
| MetLife Investment Management | 57,268 | $4.98M | 0.03% | +20,406+55.4% | Added |
| Ninepoint Partners LP | 54,000 | $4.70M | 1.13% | +54,000 | New |
| Cheyne Capital Management (UK) LLP | 53,534 | $4.66M | 2.93% | +53,534 | New |
| American International Group, Inc. | 52,139 | $4.54M | 0.02% | −3,670−6.6% | Reduced |
| Central Trust Co | 50,620 | $4.40M | 0.13% | +4,230+9.1% | 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 |
| Hohimer Wealth Management, LLC | 48,562 | $4.22M | 0.83% | +108+0.2% | Added |
| Keeley-Teton Advisors, LLC | 47,705 | $4.15M | 0.43% | −3,120−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 47,480 | $4.13M | 0.01% | +27,250+134.7% | Added |
| Walthausen & Co., LLC | 43,940 | $3.82M | 1.08% | −950−2.1% | Reduced |
| Stifel Financial Corp | 43,136 | $3.75M | 0.01% | +24,411+130.4% | Added |
| Hennessy Advisors Inc | 43,100 | $3.75M | 0.20% | +43,100 | New |
| Manufacturers Life Insurance Company, The | 42,565 | $3.70M | 0.00% | −10,303−19.5% | Reduced |
| Graham Capital Management, L.P. | 42,396 | $3.69M | 0.17% | +32,777+340.8% | Added |
| Citigroup Inc | 40,919 | $3.56M | 0.00% | −84,491−67.4% | Reduced |
| State of New Jersey Common Pension Fund D | 40,154 | $3.49M | 0.01% | −5,337−11.7% | Reduced |
| Voya Investment Management LLC | 40,122 | $3.49M | 0.01% | +470+1.2% | Added |
| Carronade Capital Management, LP | 40,000 | $3.48M | 1.62% | +40,000 | New |
| Contrarian Capital Management, L.L.C. | 39,333 | $3.42M | 0.46% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 38,311 | $3.33M | 0.03% | +38,311 | New |
| Bank of Montreal | 37,421 | $3.31M | 0.00% | +28,289+309.8% | Added |
| AQR Capital Management LLC | 37,879 | $3.29M | 0.01% | −12,598−25.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 37,377 | $3.25M | 0.03% | −4,798−11.4% | Reduced |
| US Bancorp | 36,540 | $3.18M | 0.01% | +324+0.9% | Added |
| Ancora Advisors, LLC | 35,510 | $3.09M | 0.08% | +35,510 | New |
| Vident Investment Advisory, LLC | 34,352 | $2.99M | 0.08% | −11,842−25.6% | Reduced |
| Bramshill Investments, LLC | 34,151 | $2.97M | 0.41% | +34,151 | New |
| Portolan Capital Management, LLC | 34,077 | $2.96M | 0.24% | +34,077 | New |
| Carlson Capital L P | 34,000 | $2.96M | 0.20% | +22,000+183.3% | Added |
| Zacks Investment Management | 33,782 | $2.94M | 0.04% | −4,205−11.1% | Reduced |
| SEI Investments Co | 33,217 | $2.89M | 0.01% | −31,412−48.6% | Reduced |
| Bienville Capital Management, LLC | 32,938 | $2.87M | 1.43% | +32,938 | New |
| Barclays PLC | 30,641 | $2.67M | 0.00% | +30,641 | New |
| CM Management, LLC | 30,000 | $2.61M | 2.19% | +15,000+100.0% | Added |
| Price T Rowe Associates Inc | 29,371 | $2.56M | 0.00% | +5,653+23.8% | Added |
| Penn Capital Management Co Inc | 28,409 | $2.47M | 0.25% | +14,032+97.6% | Added |
| Connacht Asset Management LP | 28,381 | $2.47M | 3.67% | +17,583+162.8% | Added |
| American Century Companies Inc | 28,070 | $2.44M | 0.00% | +8,578+44.0% | Added |
| Janney Montgomery Scott LLC | 26,460 | $2.30M | 0.01% | +26,460 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,200 | $2.28M | 0.01% | +26,200 | New |
| Jupiter Asset Management Ltd | 26,128 | $2.27M | 0.03% | 00.0% | Unchanged |
| 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 |
| Glenmede Trust Co NA | 22,971 | $2.00M | 0.01% | +465+2.1% | Added |
| First Eagle Investment Management, LLC | 22,862 | $1.99M | 0.00% | +3,631+18.9% | Added |
| LPL Financial LLC | 22,591 | $1.97M | 0.00% | +10,829+92.1% | Added |
| Royal Bank of Canada | 22,360 | $1.95M | 0.00% | −6,419−22.3% | Reduced |
| Envestnet Asset Management Inc | 22,337 | $1.94M | 0.00% | +11,353+103.4% | Added |
| State Board of Administration of Florida Retirement System | 21,668 | $1.89M | 0.00% | +7,610+54.1% | Added |
| Settian Capital LP | 21,200 | $1.84M | 1.78% | +20,000+1,666.7% | Added |
| Seven Eight Capital, LP | 20,990 | $1.83M | 0.24% | +20,990 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,876 | $1.82M | 0.01% | −10,984−34.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,777 | $1.81M | 0.02% | −9,122−30.5% | Reduced |
| Arizona State Retirement System | 20,576 | $1.79M | 0.01% | +34+0.2% | Added |
| EAM Investors, LLC | 20,475 | $1.78M | 0.33% | +20,475 | New |
| Atom Investors LP | 20,312 | $1.77M | 0.83% | +20,312 | New |
| Greatmark Investment Partners, Inc. | 20,300 | $1.77M | 0.29% | +20,300 | New |
| ProShare Advisors LLC | 19,697 | $1.71M | 0.00% | −3,211−14.0% | Reduced |
| PFS Investments Inc. | 19,511 | $1.70M | 0.03% | +19,511 | New |
| Redwood Capital Management, LLC | 18,824 | $1.64M | 0.15% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 18,258 | $1.59M | 0.58% | +1,137+6.6% | Added |
| X-Square Capital, LLC | 17,130 | $1.49M | 0.77% | +8,479+98.0% | Added |
| NYL Investors LLC | 17,058 | $1.48M | 0.20% | 00.0% | Unchanged |
| STRS Ohio | 16,700 | $1.45M | 0.01% | +3,100+22.8% | Added |
| Byrne Asset Management LLC | 16,466 | $1.43M | 0.89% | +1,258+8.3% | Added |
| Boston Partners | 16,402 | $1.43M | 0.00% | +516+3.2% | Added |
| Venator Management LLC | 16,052 | $1.40M | 0.44% | +16,052 | New |
| Teacher Retirement System of Texas | 15,819 | $1.38M | 0.01% | +1,115+7.6% | Added |
| Hantz Financial Services, Inc. | 15,286 | $1.33M | 0.04% | +15,286 | New |
| 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 |
| 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 |
| Caxton Associates LP | 13,800 | $1.20M | 0.12% | +13,800 | New |
| Baader Bank INC | 13,391 | $1.17M | 0.09% | −21,172−61.3% | Reduced |
| Pacific Global Investment Management CO | 13,244 | $1.15M | 0.23% | +6,430+94.4% | Added |
| Lazard Asset Management LLC | 13,198 | $1.15M | 0.00% | +13,198 | 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 |
| Mirae Asset Global Investments Co., Ltd. | 12,979 | $1.13M | 0.00% | +12,979 | New |
| Zebra Capital Management LLC | 12,913 | $1.12M | 2.58% | +12,913 | New |
| Aigen Investment Management, LP | 12,258 | $1.07M | 0.18% | +12,258 | New |
| Calamos Advisors LLC | 11,661 | $1.01M | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,940 | $952.0K | 0.05% | +10,940 | New |