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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 136,029 | $12.8M | 0.01% | +79,631+141.2% | Added |
| State Board of Administration of Florida Retirement System | 133,868 | $12.6M | 0.03% | +6,120+4.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 133,481 | $12.6M | 0.34% | +1,673+1.3% | Added |
| Janney Capital Management LLC | 130,082 | $12.3M | 1.00% | +592+0.5% | Added |
| Ninepoint Partners LP | 130,000 | $12.2M | 2.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 129,783 | $12.2M | 0.02% | +2,762+2.2% | Added |
| Brigade Capital Management, LP | 115,975 | $10.9M | 3.86% | 00.0% | Unchanged |
| Voya Investment Management LLC | 115,699 | $10.9M | 0.01% | +94,313+441.0% | Added |
| Bienville Capital Management, LLC | 114,003 | $10.7M | 4.21% | +5,148+4.7% | Added |
| Hodges Capital Management Inc. | 111,425 | $10.5M | 1.73% | −77,275−41.0% | Reduced |
| BancorpSouth Bank | 111,261 | $10.5M | 1.09% | +405+0.4% | Added |
| Huber Capital Management LLC | 105,140 | $9.90M | 2.78% | +60,400+135.0% | Added |
| Impala Asset Management LLC | 105,000 | $9.89M | 7.24% | −58,000−35.6% | Reduced |
| Jefferies Group LLC | 104,611 | $9.86M | 0.29% | +64,550+161.1% | Added |
| Truist Financial Corp | 104,383 | $9.83M | 0.02% | +104,383 | New |
| National Bank of Canada | 102,663 | $9.71M | 0.06% | +72,263+237.7% | Added |
| First Republic Investment Management, Inc. | 99,092 | $9.34M | 0.02% | +96,491+3,709.8% | Added |
| Credit Suisse AG | 96,992 | $9.14M | 0.01% | +8,572+9.7% | Added |
| Victory Capital Management Inc | 96,165 | $9.06M | 0.01% | +19,732+25.8% | Added |
| Bandera Partners LLC | 95,000 | $8.95M | 3.75% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 93,224 | $8.78M | 0.01% | +71,276+324.7% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 90,000 | $8.48M | 0.62% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 89,919 | $8.47M | 0.11% | −8,299−8.4% | Reduced |
| Long Focus Capital Management, LLC | 89,450 | $8.43M | 1.78% | +4,450+5.2% | Added |
| Vident Investment Advisory, LLC | 90,215 | $8.33M | 0.27% | −25,579−22.1% | Reduced |
| Royal Bank of Canada | 86,247 | $8.13M | 0.00% | +40,660+89.2% | Added |
| Ci Investments Inc. | 83,499 | $7.87M | 0.04% | −445−0.5% | Reduced |
| Distillate Capital Partners LLC | 81,108 | $7.75M | 1.04% | +2,352+3.0% | Added |
| SFMG, LLC | 76,302 | $7.59M | 0.89% | 00.0% | Unchanged |
| Jump Financial, LLC | 77,172 | $7.27M | 0.28% | +18,613+31.8% | Added |
| Prospera Financial Services Inc | 73,411 | $6.92M | 0.36% | +73,184+32,239.6% | Added |
| Brightline Capital Management, LLC | 73,000 | $6.88M | 13.84% | +73,000 | New |
| Arosa Capital Management LP | 70,000 | $6.59M | 2.35% | +70,000 | New |
| Artisan Partners Limited Partnership | 69,162 | $6.52M | 0.01% | −11,434−14.2% | Reduced |
| Stifel Financial Corp | 67,596 | $6.37M | 0.01% | +13,315+24.5% | Added |
| State of New Jersey Common Pension Fund D | 66,336 | $6.25M | 0.03% | +5,275+8.6% | Added |
| Hartree Partners, LP | 64,600 | $6.09M | 5.29% | −35,900−35.7% | Reduced |
| Public Employees Retirement System of Ohio | 61,942 | $5.84M | 0.03% | −8,435−12.0% | Reduced |
| Cinctive Capital Management LP | 60,077 | $5.66M | 0.26% | +7,115+13.4% | Added |
| Janney Montgomery Scott LLC | 57,619 | $5.43M | 0.02% | +7,521+15.0% | Added |
| Natixis | 56,000 | $5.28M | 0.02% | +56,000 | New |
| HSBC Holdings PLC | 55,367 | $5.23M | 0.01% | −9,127−14.2% | Reduced |
| American Century Companies Inc | 53,581 | $5.05M | 0.00% | −43,050−44.6% | Reduced |
| Investment Management of Virginia LLC | 52,394 | $4.94M | 1.07% | −26,759−33.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 52,100 | $4.91M | 0.02% | +11,000+26.8% | Added |
| Treasurer of the State of North Carolina | 51,897 | $4.89M | 0.03% | −2,050−3.8% | Reduced |
| Central Trust Co | 50,209 | $4.73M | 0.16% | −284−0.6% | Reduced |
| West Family Investments, Inc. | 50,000 | $4.71M | 2.01% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 50,000 | $4.71M | 0.29% | 00.0% | Unchanged |
| Bank of Montreal | 44,628 | $4.67M | 0.00% | +21,121+89.8% | Added |
| Bramshill Investments, LLC | 48,723 | $4.59M | 0.65% | +14,161+41.0% | Added |
| Hennessy Advisors Inc | 48,300 | $4.55M | 0.31% | +700+1.5% | Added |
| Silver Point Capital L.P. | 47,000 | $4.43M | 0.33% | −8,000−14.5% | Reduced |
| CWA Asset Management Group, LLC | 46,670 | $4.40M | 0.42% | −38,767−45.4% | Reduced |
| Pearl River Capital, LLC | 45,553 | $4.29M | 0.80% | +45,553 | New |
| Russell Investments Group, Ltd. | 45,213 | $4.26M | 0.01% | −48,084−51.5% | Reduced |
| Ancora Advisors, LLC | 44,800 | $4.22M | 0.13% | +5,090+12.8% | Added |
| Rockefeller Capital Management L.P. | 44,641 | $4.21M | 0.02% | +2,631+6.3% | Added |
| Two Sigma Advisers, LP | 44,274 | $4.17M | 0.01% | +44,274 | New |
| Boothbay Fund Management, LLC | 43,666 | $4.11M | 0.14% | −176,368−80.2% | Reduced |
| Price T Rowe Associates Inc | 43,359 | $4.08M | 0.00% | +8,510+24.4% | Added |
| Verition Fund Management LLC | 39,294 | $3.70M | 0.05% | +8,841+29.0% | Added |
| Cheyne Capital Management (UK) LLP | 38,650 | $3.64M | 7.82% | −30,615−44.2% | Reduced |
| Penn Capital Management Co Inc | 36,412 | $3.48M | 0.39% | −719−1.9% | Reduced |
| Teacher Retirement System of Texas | 36,285 | $3.42M | 0.02% | +18,993+109.8% | Added |
| Ulland Investment Advisors, LLC | 35,247 | $3.32M | 3.63% | +19,659+126.1% | Added |
| Bokf, NA | 35,000 | $3.30M | 0.07% | +35,000 | New |
| Keeley-Teton Advisors, LLC | 34,616 | $3.26M | 0.45% | −10,227−22.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 33,660 | $3.17M | 1.62% | +23,365+227.0% | Added |
| Occudo Quantitative Strategies LP | 33,525 | $3.16M | 0.25% | +33,525 | New |
| Aviva PLC | 32,428 | $3.06M | 0.02% | +32,428 | New |
| Point72 Hong Kong Ltd | 32,407 | $3.05M | 0.18% | +30,975+2,163.1% | Added |
| Schroder Investment Management Group | 31,720 | $2.99M | 0.00% | +28,897+1,023.6% | Added |
| Wolverine Trading, LLC | 31,855 | $2.99M | 0.11% | +31,855 | New |
| Ergoteles LLC | 31,700 | $2.99M | 0.10% | −179,600−85.0% | Reduced |
| Arizona State Retirement System | 31,125 | $2.93M | 0.03% | +2,209+7.6% | Added |
| Nwam LLC | 30,821 | $2.90M | 0.28% | +5,465+21.6% | Added |
| Ensign Peak Advisors, Inc | 30,720 | $2.89M | 0.01% | +10,490+51.9% | Added |
| Wakefield Asset Management LLLP | 30,109 | $2.84M | 1.30% | +30,109 | New |
| Pacific Global Investment Management CO | 29,303 | $2.76M | 0.67% | +7,510+34.5% | Added |
| PFS Investments Inc. | 29,168 | $2.75M | 0.06% | +1,539+5.6% | Added |
| First Eagle Investment Management, LLC | 28,941 | $2.73M | 0.01% | −825−2.8% | Reduced |
| Simplex Trading, LLC | 26,677 | $2.51M | 0.10% | +26,677 | New |
| Zacks Investment Management | 26,450 | $2.49M | 0.04% | −574−2.1% | Reduced |
| Hantz Financial Services, Inc. | 26,151 | $2.46M | 0.09% | +1,016+4.0% | Added |
| Jupiter Asset Management Ltd | 26,128 | $2.46M | 0.04% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 25,905 | $2.44M | 0.47% | +3,990+18.2% | Added |
| LPL Financial LLC | 25,602 | $2.41M | 0.00% | +1,730+7.2% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.35M | 0.31% | 00.0% | Unchanged |
| Man Group plc | 23,408 | $2.21M | 0.01% | – | – |
| Amalgamated Bank | 23,388 | $2.20M | 0.02% | −15,741−40.2% | Reduced |
| Thomist Capital Management, LP | 22,796 | $2.15M | 1.61% | +22,796 | New |
| Bridgeway Capital Management, LLC | 22,200 | $2.09M | 0.06% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,179 | $2.09M | 0.00% | +1,754+8.6% | Added |
| Patient Capital Management, LLC | 22,000 | $2.07M | 1.05% | +22,000 | New |
| Utah Retirement Systems | 21,700 | $2.04M | 0.03% | +15,000+223.9% | Added |
| Settian Capital LP | 21,200 | $2.00M | 2.19% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,982 | $1.98M | 0.01% | +259+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,951 | $1.97M | 0.01% | +20,951 | New |
| Empowered Funds, LLC | 20,725 | $1.95M | 0.19% | +20,725 | New |