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 |
|---|---|---|---|---|---|
| Keybank National Association | 10,929 | $951.0K | 0.00% | +10,929 | New |
| Corton Capital Inc. | 10,550 | $918.0K | 0.40% | +10,550 | 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 |
| WBI Investments | 10,378 | $902.0K | 0.15% | +10,378 | New |
| Clear Harbor Asset Management, LLC | 10,081 | $877.0K | 0.10% | +10,081 | New |
| Prelude Capital Management, LLC | 10,014 | $871.0K | 0.04% | −8,017−44.5% | Reduced |
| Shell Asset Management Co | 9,642 | $839.0K | 0.02% | −1,427−12.9% | Reduced |
| Corsair Capital Management, L.P. | 9,541 | $830.0K | 0.21% | +9,541 | New |
| Clear Street Markets LLC | 9,500 | $827.0K | 0.25% | +9,500 | New |
| Brinker Capital Investments, LLC | 9,367 | $815.0K | 0.01% | −79−0.8% | Reduced |
| Comerica Bank | 8,529 | $792.0K | 0.01% | +245+3.0% | Added |
| Principal Financial Group Inc | 8,980 | $781.0K | 0.00% | −640−6.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,501 | $739.0K | 0.01% | +5,046+146.0% | Added |
| Advisor Group Holdings, Inc. | 8,302 | $720.0K | 0.00% | +6,924+502.5% | Added |
| Friess Associates LLC | 8,151 | $709.0K | 0.38% | +5,181+174.4% | Added |
| Ameritas Investment Partners, Inc. | 8,126 | $707.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,096 | $704.0K | 0.02% | −1,359−14.4% | Reduced |
| Public Employees Retirement Association of Colorado | 8,040 | $699.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,856 | $689.0K | 0.00% | −15,591−66.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,480 | $651.0K | 0.01% | +6,289+528.0% | Added |
| 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 |
| Moloney Securities Asset Management, LLC | 6,700 | $583.0K | 0.11% | +6,700 | New |
| Prudential PLC | 6,540 | $569.0K | 0.01% | +6,540 | New |
| Metropolitan Life Insurance Co | 6,460 | $562.0K | 0.02% | −20,856−76.4% | Reduced |
| Federated Hermes, Inc. | 6,416 | $558.0K | 0.00% | +3,939+159.0% | Added |
| Easterly Investment Partners LLC | 6,084 | $529.0K | 0.04% | 00.0% | Unchanged |
| Arden Trust Co | 5,986 | $521.0K | 0.10% | +5,986 | New |
| Raymond James Financial Services Advisors, Inc. | 5,958 | $518.0K | 0.00% | +1,121+23.2% | Added |
| Independent Advisor Alliance | 5,937 | $517.0K | 0.02% | +375+6.7% | Added |
| Oppenheimer & Co Inc | 5,832 | $507.0K | 0.01% | +5,832 | New |
| 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 |
| Gsa Capital Partners LLP | 5,599 | $487.0K | 0.07% | +2,235+66.4% | Added |
| Public Employees Retirement System of Ohio | 5,556 | $483.0K | 0.00% | −1,073−16.2% | Reduced |
| Mirabella Financial Services LLP | 5,244 | $456.0K | 0.05% | +5,244 | New |
| Martingale Asset Management L P | 5,225 | $455.0K | 0.01% | +5,225 | New |
| CIBC Asset Management Inc | 5,100 | $444.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,015 | $436.0K | 0.00% | +5,015 | New |
| 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 |
| Confluence Investment Management LLC | 4,796 | $417.0K | 0.01% | +359+8.1% | Added |
| Midwest Wealth Management Inc. | 4,773 | $415.0K | 0.25% | +4,773 | New |
| Paloma Partners Management Co | 4,668 | $406.0K | 0.03% | −40,100−89.6% | Reduced |
| Alps Advisors Inc | 4,660 | $405.0K | 0.00% | +4,660 | New |
| Alpha Paradigm Partners, LLC | 4,621 | $402.0K | 0.16% | +4,621 | New |
| Capital Advisors Inc | 4,500 | $392.0K | 0.01% | +4,500 | New |
| Capital Impact Advisors, LLC | 4,495 | $391.0K | 0.28% | +4,495 | New |
| Baker Tilly Wealth Management, LLC | 4,434 | $386.0K | 0.04% | +4,434 | New |
| JustInvest LLC | 3,912 | $340.0K | 0.02% | +3,912 | New |
| Harvest Fund Management Co., Ltd | 3,726 | $324.0K | 0.07% | +2,671+253.2% | Added |
| Pinnbrook Capital Management LP | 3,720 | $324.0K | 0.55% | +3,720 | New |
| Los Angeles Capital Management LLC | 3,653 | $318.0K | 0.00% | −8,993−71.1% | Reduced |
| Gladius Capital Management LP | 3,576 | $312.0K | 0.11% | +914+34.3% | Added |
| Dakota Wealth Management | 3,550 | $309.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,517 | $306.0K | 0.00% | +3,517 | New |
| Fort Washington Investment Advisors Inc | 3,414 | $297.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,342 | $290.0K | 0.01% | +3,342 | New |
| Henshaw Capital LLC | 3,311 | $288.1K | 0.02% | +3,311 | New |
| Crescent Grove Advisors, LLC | 3,125 | $272.0K | 0.03% | +3,125 | New |
| Profund Advisors LLC | 3,105 | $270.0K | 0.01% | −448−12.6% | Reduced |
| Everett Harris & Co | 3,000 | $261.0K | 0.00% | +3,000 | New |
| Commonwealth Equity Services, LLC | 2,990 | $260.0K | 0.00% | +2,990 | New |
| Neo Ivy Capital Management | 2,906 | $252.0K | 0.23% | +2,906 | New |
| Boston Private Wealth LLC | 2,876 | $250.0K | 0.00% | +2,876 | New |
| Schroder Investment Management Group | 2,823 | $249.0K | 0.00% | −6,277−69.0% | Reduced |
| HighTower Trust Services, LTA | 2,865 | $249.0K | 0.02% | +2,865 | New |
| Bokf, NA | 2,830 | $246.0K | 0.00% | −11,118−79.7% | Reduced |
| Cim Investment Mangement Inc | 2,772 | $241.0K | 0.08% | −1,874−40.3% | Reduced |
| Terril Brothers, Inc. | 2,700 | $235.0K | 0.06% | +2,700 | New |
| Regent Investment Management LLC | 2,700 | $235.0K | 0.05% | +2,700 | New |
| Forum Financial Management, LP | 2,649 | $230.0K | 0.01% | +2,649 | New |
| Cambria Investment Management, L.P. | 2,574 | $224.0K | 0.03% | +2,574 | New |
| SG Americas Securities, LLC | 2,530 | $220.0K | 0.00% | −25,316−90.9% | Reduced |
| Centiva Capital, LP | 2,530 | $220.0K | 0.01% | −16,142−86.5% | Reduced |
| FORA Capital, LLC | 2,399 | $211.0K | 0.04% | +2,399 | New |
| Abacus Planning Group, Inc. | 2,400 | $209.0K | 0.06% | +2,400 | New |
| Founders Financial Securities LLC | 2,374 | $207.0K | 0.04% | +2,374 | New |
| Bayesian Capital Management, LP | 2,300 | $200.0K | 0.03% | −16,500−87.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,993 | $173.0K | 0.00% | −177−8.2% | Reduced |
| Ci Investments Inc. | 1,990 | $173.0K | 0.00% | +7+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,993 | $173.0K | 0.14% | +1,993 | New |
| The PNC Financial Services Group, Inc. | 1,054 | $93.0K | 0.00% | +1,049+20,980.0% | Added |
| Pinnacle Holdings, LLC | 1,041 | $90.6K | 0.04% | −61−5.5% | Reduced |
| Seaport Global Advisors, LLC | 1,039 | $90.0K | 0.29% | +1,039 | New |
| Northwest Investment Counselors, LLC | 1,000 | $87.0K | 0.02% | +1,000 | New |
| American Portfolios Advisors | 952 | $82.8K | 0.00% | 00.0% | Unchanged |
| HN Saltoro Capital, LP | 843 | $73.0K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 775 | $67.0K | 0.00% | −200−20.5% | Reduced |
| Acadian Asset Management LLC | 740 | $64.0K | 0.00% | −4,118−84.8% | Reduced |
| Loomis Sayles & Co L P | 741 | $64.0K | 0.00% | −126−14.5% | Reduced |
| IFP Advisors, Inc | 1,141 | $64.0K | 0.00% | +1,141 | New |
| Harbor Investment Advisory, LLC | 641 | $56.0K | 0.01% | +641 | New |
| Quadrant Capital Group LLC | 597 | $52.0K | 0.01% | +592+11,840.0% | Added |
| Smith Group Asset Management, LLC | 554 | $48.0K | 0.00% | +24+4.5% | Added |
| Ahrens Investment Partners LLC | 550 | $48.0K | 0.02% | +550 | New |
| Westside Investment Management, Inc. | 520 | $45.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $44.0K | 0.04% | 00.0% | Unchanged |