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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 4,889 | $461.0K | 0.01% | +4,889 | New |
| Kerrisdale Advisers, LLC | 4,880 | $460.0K | 0.11% | +4,880 | New |
| Barnett & Company, Inc. | 4,850 | $457.0K | 0.40% | +1,450+42.6% | Added |
| 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 |
| AdvisorShares Investments LLC | 4,686 | $441.0K | 0.12% | +4,686 | New |
| YorkBridge Wealth Partners, LLC | 4,672 | $440.0K | 0.11% | +292+6.7% | Added |
| Capital Impact Advisors, LLC | 4,362 | $436.0K | 0.43% | +1,998+84.5% | Added |
| Aigen Investment Management, LP | 4,391 | $414.0K | 0.06% | −14,445−76.7% | Reduced |
| First Hawaiian Bank | 4,370 | $412.0K | 0.02% | −55−1.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,319 | $407.0K | 0.00% | −592−12.1% | Reduced |
| Park Avenue Securities LLC | 4,298 | $405.0K | 0.01% | +4,298 | New |
| Paloma Partners Management Co | 4,268 | $402.0K | 0.08% | −24,300−85.1% | Reduced |
| Atria Wealth Solutions, Inc. | 4,186 | $394.4K | 0.01% | +4,186 | New |
| M&T Bank Corp | 4,109 | $388.0K | 0.00% | −131−3.1% | Reduced |
| Boston Private Wealth LLC | 4,052 | $382.0K | 0.01% | +915+29.2% | Added |
| Fukoku Mutual Life Insurance Co | 4,000 | $377.0K | 0.04% | +4,000 | New |
| 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 |
| Clear Street Markets LLC | 3,900 | $367.0K | 0.07% | +3,200+457.1% | Added |
| Balentine LLC | 3,851 | $363.0K | 0.01% | +3,851 | New |
| US Bancorp | 3,826 | $360.0K | 0.00% | +2,564+203.2% | Added |
| Prelude Capital Management, LLC | 3,630 | $342.0K | 0.02% | −15,334−80.9% | Reduced |
| Thrivent Financial for Lutherans | 3,607 | $338.0K | 0.00% | +3,607 | New |
| Insight Advisors, LLC | 3,565 | $336.0K | 0.13% | +3,565 | New |
| Founders Financial Securities LLC | 3,474 | $327.0K | 0.06% | +3,474 | New |
| Alps Advisors Inc | 3,129 | $295.0K | 0.00% | −1,482−32.1% | Reduced |
| CWM Advisors, LLC | 3,124 | $294.0K | 0.04% | +3,124 | New |
| FDx Advisors, Inc. | 3,015 | $284.0K | 0.01% | −729−19.5% | Reduced |
| Everett Harris & Co | 3,000 | $283.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Manufacturers Life Insurance Company, The | 2,921 | $275.2K | 0.00% | −68−2.3% | Reduced |
| Capital Investment Advisory Services, LLC | 2,900 | $273.0K | 0.04% | −504−14.8% | Reduced |
| Cim Investment Mangement Inc | 2,772 | $261.0K | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,680 | $252.0K | 0.01% | +31+1.2% | Added |
| Petrus Trust Company, LTA | 2,667 | $251.0K | 0.04% | +2,667 | New |
| Marshall Wace, LLP | 2,625 | $247.0K | 0.00% | −122,435−97.9% | Reduced |
| TownSquare Capital, LLC | 2,607 | $246.0K | 0.01% | +114+4.6% | Added |
| Mariner, LLC | 2,607 | $246.0K | 0.00% | +2,607 | New |
| Stephens Inc | 2,567 | $242.0K | 0.01% | +2,567 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,555 | $241.0K | 0.00% | +2,555 | New |
| Stonegate Investment Group, LLC | 2,545 | $240.0K | 0.01% | −62−2.4% | Reduced |
| Wintrust Investments LLC | 2,540 | $239.0K | 0.03% | +2,540 | New |
| ACT Capital Management, LLC | 2,500 | $236.0K | 0.33% | +2,500 | New |
| MetLife Investment Management | 2,491 | $234.7K | 0.00% | −195−7.3% | Reduced |
| JustInvest LLC | 2,410 | $227.0K | 0.01% | −334−12.2% | Reduced |
| Cerity Partners LLC | 2,396 | $226.0K | 0.00% | −75−3.0% | Reduced |
| Fox Run Management, L.L.C. | 2,400 | $226.0K | 0.09% | +2,400 | New |
| Dynamic Technology Lab Private Ltd | 2,320 | $219.0K | 0.02% | +2,320 | New |
| CenterBook Partners LP | 2,320 | $219.0K | 0.04% | +2,320 | New |
| Saxon Interests, Inc. | 2,115 | $217.0K | 0.13% | +2,115 | New |
| Kore Private Wealth LLC | 2,282 | $215.0K | 0.04% | +2,282 | New |
| Xponance, Inc. | 2,251 | $212.0K | 0.00% | +2,251 | New |
| Global Assets Advisory, LLC | 2,070 | $212.0K | 0.21% | +2,070 | New |
| Atlas Capital Advisors LLC | 2,220 | $209.1K | 0.04% | +2,220 | New |
| 1492 Capital Management LLC | 2,223 | $209.0K | 0.15% | +2,223 | New |
| Mercer Global Advisors Inc | 2,141 | $202.0K | 0.00% | +2,141 | New |
| Ossiam | 2,140 | $202.0K | 0.01% | +2,140 | New |
| Kestra Advisory Services, LLC | 2,141 | $202.0K | 0.00% | +2,141 | New |
| Personal Cfo Solutions, LLC | 2,137 | $201.0K | 0.05% | +2,137 | New |
| Hazlett, Burt & Watson, Inc. | 2,012 | $190.0K | 0.18% | +10+0.5% | Added |
| First Horizon Advisors, Inc. | 1,851 | $174.0K | 0.01% | +1,051+131.4% | Added |
| Neo Ivy Capital Management | 1,610 | $152.0K | 0.40% | +1,610 | New |
| Alpha Paradigm Partners, LLC | 1,494 | $141.0K | 0.06% | −3,313−68.9% | Reduced |
| Itau Unibanco Holding S.A. | 1,342 | $126.0K | 0.01% | +97+7.8% | Added |
| American International Group, Inc. | 1,270 | $120.0K | 0.00% | −65−4.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,138 | $107.0K | 0.00% | +688+152.9% | Added |
| American Portfolios Advisors | 1,052 | $99.1K | 0.00% | +100+10.5% | Added |
| Pinnacle Holdings, LLC | 1,038 | $97.8K | 0.05% | −3−0.3% | Reduced |
| Northwest Investment Counselors, LLC | 1,000 | $94.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,596 | $87.0K | 0.00% | +455+39.9% | Added |
| Quadrant Capital Group LLC | 643 | $61.0K | 0.01% | +30+4.9% | Added |
| Cullen/Frost Bankers, Inc. | 600 | $57.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 591 | $56.0K | 0.00% | −109−15.6% | Reduced |
| Princeton Global Asset Management LLC | 578 | $54.0K | 0.02% | +276+91.4% | Added |
| Acadian Asset Management LLC | 543 | $51.0K | 0.00% | +543 | New |
| CWM, LLC | 516 | $49.0K | 0.00% | +274+113.2% | Added |
| Disciplined Investments, LLC | 518 | $49.0K | 0.02% | +509+5,655.6% | Added |
| Westside Investment Management, Inc. | 520 | $48.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 490 | $46.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 363 | $34.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 334 | $33.0K | 0.00% | +334 | New |
| First Personal Financial Services | 350 | $33.0K | 0.01% | +350 | New |
| Covestor Ltd | 337 | $32.0K | 0.03% | −439−56.6% | Reduced |
| Seaport Global Advisors, LLC | 267 | $25.0K | 0.10% | −911−77.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $23.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 230 | $22.0K | 0.00% | −6−2.5% | Reduced |
| Wolff Wiese Magana LLC | 221 | $21.0K | 0.02% | −15−6.4% | Reduced |
| Brown Brothers Harriman & Co | 210 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 211 | $20.0K | 0.00% | +168+390.7% | Added |
| Carolinas Wealth Consulting LLC | 156 | $15.0K | 0.00% | +156 | New |
| Spire Wealth Management | 144 | $14.0K | 0.00% | −1,331−90.2% | Reduced |
| Geneos Wealth Management Inc. | 139 | $13.0K | 0.00% | −171−55.2% | Reduced |
| Parallel Advisors, LLC | 123 | $12.0K | 0.00% | +3+2.5% | Added |
| Federation des caisses Desjardins du Quebec | 120 | $11.3K | 0.00% | +120 | New |
| Pinnacle Bancorp, Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 105 | $10.0K | 0.01% | +105 | New |
| BerganKDV Wealth Management, LLC | 100 | $9.00K | 0.00% | +100 | New |