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, Q3 2022
Institutional positions in Expand Energy Corp as of Sep 30, 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
- 436
- +53 vs. Q2 2022
- Shares held
- 130.1M
- −3.55M (−2.7%) vs. Q2 2022
- Total value
- $12.3B
- +$1.42B (+13.1%) vs. Q2 2022
- New holders
- 101
- 152 more added
- Sold out
- 48
- 135 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 2,772 | $261.0K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,900 | $273.0K | 0.04% | −504−14.8% | Reduced |
| Manufacturers Life Insurance Company, The | 2,921 | $275.2K | 0.00% | −68−2.3% | Reduced |
| HighTower Trust Services, LTA | 2,965 | $279.0K | 0.03% | −64,741−95.6% | Reduced |
| Donoghue Forlines LLC | 2,964 | $279.0K | 0.10% | −4,869−62.2% | Reduced |
| Everett Harris & Co | 3,000 | $283.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,015 | $284.0K | 0.01% | −729−19.5% | Reduced |
| CWM Advisors, LLC | 3,124 | $294.0K | 0.04% | +3,124 | New |
| Alps Advisors Inc | 3,129 | $295.0K | 0.00% | −1,482−32.1% | Reduced |
| Founders Financial Securities LLC | 3,474 | $327.0K | 0.06% | +3,474 | New |
| Insight Advisors, LLC | 3,565 | $336.0K | 0.13% | +3,565 | New |
| Thrivent Financial for Lutherans | 3,607 | $338.0K | 0.00% | +3,607 | New |
| Prelude Capital Management, LLC | 3,630 | $342.0K | 0.02% | −15,334−80.9% | Reduced |
| US Bancorp | 3,826 | $360.0K | 0.00% | +2,564+203.2% | Added |
| Balentine LLC | 3,851 | $363.0K | 0.01% | +3,851 | New |
| Clear Street Markets LLC | 3,900 | $367.0K | 0.07% | +3,200+457.1% | Added |
| Harvest Fund Management Co., Ltd | 3,908 | $368.0K | 0.11% | +182+4.9% | Added |
| Evergreen Capital Management LLC | 3,900 | $368.0K | 0.02% | +406+11.6% | Added |
| Fukoku Mutual Life Insurance Co | 4,000 | $377.0K | 0.04% | +4,000 | New |
| Boston Private Wealth LLC | 4,052 | $382.0K | 0.01% | +915+29.2% | Added |
| M&T Bank Corp | 4,109 | $388.0K | 0.00% | −131−3.1% | Reduced |
| Atria Wealth Solutions, Inc. | 4,186 | $394.4K | 0.01% | +4,186 | New |
| Paloma Partners Management Co | 4,268 | $402.0K | 0.08% | −24,300−85.1% | Reduced |
| Park Avenue Securities LLC | 4,298 | $405.0K | 0.01% | +4,298 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,319 | $407.0K | 0.00% | −592−12.1% | Reduced |
| First Hawaiian Bank | 4,370 | $412.0K | 0.02% | −55−1.2% | Reduced |
| Aigen Investment Management, LP | 4,391 | $414.0K | 0.06% | −14,445−76.7% | Reduced |
| Capital Impact Advisors, LLC | 4,362 | $436.0K | 0.43% | +1,998+84.5% | Added |
| YorkBridge Wealth Partners, LLC | 4,672 | $440.0K | 0.11% | +292+6.7% | Added |
| AdvisorShares Investments LLC | 4,686 | $441.0K | 0.12% | +4,686 | New |
| CIBC Asset Management Inc | 4,753 | $448.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,706 | $448.0K | 0.00% | +4,706 | New |
| Barnett & Company, Inc. | 4,850 | $457.0K | 0.40% | +1,450+42.6% | Added |
| Kerrisdale Advisers, LLC | 4,880 | $460.0K | 0.11% | +4,880 | New |
| Great Lakes Advisors, LLC | 4,889 | $461.0K | 0.01% | +4,889 | New |
| Corton Capital Inc. | 4,904 | $462.0K | 0.56% | +740+17.8% | Added |
| Graham Capital Management, L.P. | 4,918 | $463.0K | 0.02% | +4,918 | New |
| Profund Advisors LLC | 4,929 | $464.0K | 0.03% | +4,929 | New |
| The PNC Financial Services Group, Inc. | 4,983 | $469.0K | 0.00% | +3,845+337.9% | Added |
| Delphia (USA) Inc. | 4,995 | $471.0K | 0.54% | +346+7.4% | Added |
| Abacus Planning Group, Inc. | 5,000 | $471.0K | 0.14% | +500+11.1% | Added |
| Jackson Square Capital, LLC | 5,084 | $479.0K | 0.23% | +5,084 | New |
| Bayesian Capital Management, LP | 5,100 | $480.0K | 0.10% | +5,100 | New |
| Vontobel Holding Ltd. | 5,123 | $483.0K | 0.01% | +2,105+69.7% | Added |
| Oppenheimer & Co Inc | 5,175 | $488.0K | 0.01% | −104−2.0% | Reduced |
| Dana Investment Advisors, Inc. | 5,278 | $497.0K | 0.03% | +268+5.3% | Added |
| ProShare Advisors LLC | 5,323 | $501.0K | 0.00% | +5,323 | New |
| Balyasny Asset Management LLC | 5,500 | $518.0K | 0.00% | −161,921−96.7% | Reduced |
| Keybank National Association | 5,729 | $540.0K | 0.00% | −13,800−70.7% | Reduced |
| Independent Advisor Alliance | 5,783 | $545.0K | 0.03% | −1,366−19.1% | Reduced |
| Meixler Investment Management, Ltd. | 5,855 | $552.0K | 0.65% | +2,537+76.5% | Added |
| Moody Aldrich Partners LLC | 6,051 | $570.0K | 0.12% | −61−1.0% | Reduced |
| Confluence Investment Management LLC | 6,211 | $585.0K | 0.01% | +635+11.4% | Added |
| Comerica Bank | 6,359 | $615.0K | 0.01% | +73+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,552 | $617.0K | 0.00% | +383+6.2% | Added |
| Baker Tilly Wealth Management, LLC | 6,644 | $626.0K | 0.09% | +588+9.7% | Added |
| Hancock Whitney Corp | 6,803 | $641.0K | 0.03% | −1,047−13.3% | Reduced |
| Arden Trust Co | 6,812 | $641.0K | 0.16% | −247−3.5% | Reduced |
| Captrust Financial Advisors | 6,819 | $642.0K | 0.00% | −661−8.8% | Reduced |
| Lighthouse Investment Partners, LLC | 6,820 | $642.0K | 0.26% | +6,820 | New |
| Claraphi Advisory Network, LLC | 6,828 | $643.0K | 0.35% | +6,828 | New |
| Black Swift Group, LLC | 7,000 | $659.0K | 0.32% | +2,000+40.0% | Added |
| Capital Advisors Inc | 7,000 | $667.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 7,389 | $696.0K | 0.04% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 7,488 | $705.0K | 0.08% | +3,393+82.9% | Added |
| Catalyst Capital Advisors LLC | 7,530 | $709.0K | 0.03% | +7,530 | New |
| Shell Asset Management Co | 7,654 | $721.0K | 0.03% | −2,005−20.8% | Reduced |
| Boston Partners | 7,795 | $734.0K | 0.00% | −212−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 7,797 | $734.0K | 0.00% | +4,111+111.5% | Added |
| Moloney Securities Asset Management, LLC | 7,832 | $738.0K | 0.18% | −620−7.3% | Reduced |
| Lazard Asset Management LLC | 7,890 | $743.0K | 0.00% | +7,890 | New |
| Susquehanna Fundamental Investments, LLC | 7,906 | $745.0K | 0.01% | +7,906 | New |
| Regent Investment Management LLC | 7,965 | $750.0K | 0.22% | +1,760+28.4% | Added |
| MYDA Advisors LLC | 8,000 | $754.0K | 0.42% | +8,000 | New |
| Roosevelt Investment Group LLC | 8,425 | $794.0K | 0.06% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 8,475 | $798.0K | 0.55% | +8,475 | New |
| Credit Capital Investments LLC | 8,628 | $813.0K | 1.09% | +2,200+34.2% | Added |
| Terril Brothers, Inc. | 8,700 | $820.0K | 0.45% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,025 | $850.0K | 0.07% | +5,640+166.6% | Added |
| Teza Capital Management LLC | 9,072 | $855.0K | 0.18% | +9,072 | New |
| Maryland State Retirement & Pension System | 9,390 | $885.0K | 0.07% | −426−4.3% | Reduced |
| Clear Harbor Asset Management, LLC | 9,642 | $908.0K | 0.13% | +9,642 | New |
| Gotham Asset Management, LLC | 9,984 | $941.0K | 0.03% | +4,965+98.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,000 | $942.0K | 0.01% | −16,500−62.3% | Reduced |
| Centiva Capital, LP | 10,300 | $970.0K | 0.07% | −808−7.3% | Reduced |
| Oppenheimer Asset Management Inc. | 10,914 | $1.03M | 0.02% | +1,060+10.8% | Added |
| EAM Investors, LLC | 10,954 | $1.03M | 0.22% | −1,098−9.1% | Reduced |
| Virginia Retirement Systems Et Al | 11,500 | $1.08M | 0.01% | +11,500 | New |
| Calamos Advisors LLC | 11,661 | $1.10M | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 11,906 | $1.12M | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 12,446 | $1.17M | 0.07% | +300+2.5% | Added |
| Salem Investment Counselors Inc | 13,075 | $1.23M | 0.06% | +1,045+8.7% | Added |
| STRS Ohio | 13,344 | $1.26M | 0.01% | −3,668−21.6% | Reduced |
| Gyon Technologies Capital Management, LP | 13,388 | $1.26M | 0.39% | +13,388 | New |
| Y-Intercept (Hong Kong) Ltd | 13,408 | $1.26M | 0.13% | +13,408 | New |
| Symmetry Partners, LLC | 13,431 | $1.26M | 0.09% | +13,431 | New |
| Principal Financial Group Inc | 13,471 | $1.27M | 0.00% | +261+2.0% | Added |
| X-Square Capital, LLC | 13,679 | $1.29M | 0.82% | −3,758−21.6% | Reduced |
| Tower Research Capital LLC (TRC) | 13,686 | $1.29M | 0.02% | +9,130+200.4% | Added |
| Hohimer Wealth Management, LLC | 13,792 | $1.30M | 0.42% | −26−0.2% | Reduced |