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; 853 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, Q4 2022
Institutional positions in Expand Energy Corp as of Dec 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
- 491
- +62 vs. Q3 2022
- Shares held
- 130.7M
- +778.2K (+0.6%) vs. Q3 2022
- Total value
- $12.3B
- +$89.8M (+0.7%) vs. Q3 2022
- New holders
- 123
- 197 more added
- Sold out
- 61
- 117 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 853 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 12,665,899 | $1.20B | 4.55% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,486,696 | $1.18B | 0.03% | +1,306,215+11.7% | Added |
| Capital World Investors | 9,848,419 | $929.4M | 0.20% | −272,244−2.7% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 8,629,879 | $814.4M | 8.83% | −1,170,121−11.9% | Reduced |
| BlackRock Inc. | 7,113,360 | $671.3M | 0.02% | +1,407,846+24.7% | Added |
| Wellington Management Group LLP | 4,769,417 | $450.1M | 0.09% | −501,963−9.5% | Reduced |
| FMR LLC | 3,243,242 | $306.1M | 0.03% | −176,462−5.2% | Reduced |
| Orbis Allan Gray Ltd | 3,218,795 | $303.8M | 2.41% | +96,682+3.1% | Added |
| Prudential Financial Inc | 2,909,297 | $271.9M | 0.46% | −3,156,237−52.0% | Reduced |
| Clearbridge Investments, LLC | 2,662,207 | $251.2M | 0.25% | +554,395+26.3% | Added |
| Kimmeridge Energy Management Company, LLC | 2,564,693 | $242.0M | 10.08% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 2,411,930 | $227.6M | 0.08% | +1,182,100+96.1% | Added |
| Bank of New York Mellon Corp | 2,355,541 | $222.3M | 0.05% | +158,714+7.2% | Added |
| Lord, Abbett & Co. LLC | 2,248,659 | $212.2M | 0.76% | +136,298+6.5% | Added |
| State Street Corp | 2,218,080 | $209.3M | 0.01% | +490,746+28.4% | Added |
| Glendon Capital Management LP | 2,124,060 | $200.3M | 17.19% | −199,464−8.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,938,557 | $182.9M | 0.31% | −1,537,938−44.2% | Reduced |
| Slate Path Capital LP | 1,909,000 | $180.2M | 9.69% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,737,697 | $163.8M | 0.02% | +142,055+8.9% | Added |
| First Trust Advisors LP | 1,473,331 | $139.0M | 0.17% | +897,274+155.8% | Added |
| Price T Rowe Associates Inc | 1,462,502 | $138.0M | 0.02% | +1,419,143+3,273.0% | Added |
| Invesco Ltd. | 1,287,663 | $121.5M | 0.04% | −59,142−4.4% | Reduced |
| JPMorgan Chase & Co | 1,228,968 | $116.0M | 0.02% | +546,450+80.1% | Added |
| Goldman Sachs Group Inc | 1,072,035 | $101.2M | 0.03% | +166,769+18.4% | Added |
| Dimensional Fund Advisors LP | 1,033,729 | $97.6M | 0.03% | −408,557−28.3% | Reduced |
| Two Sigma Investments, LP | 991,234 | $93.5M | 0.30% | −445,940−31.0% | Reduced |
| Pacer Advisors, Inc. | 979,187 | $92.4M | 0.47% | +527,700+116.9% | Added |
| LSV Asset Management | 958,500 | $90.5M | 0.20% | +638,290+199.3% | Added |
| Bank of America Corp | 757,834 | $71.5M | 0.01% | +44,642+6.3% | Added |
| Adage Capital Partners GP, L.L.C. | 720,812 | $68.0M | 0.16% | −190,000−20.9% | Reduced |
| Scout Investments, Inc. | 717,556 | $67.7M | 1.38% | +169,327+30.9% | Added |
| Cannell Peter B & Co Inc | 709,519 | $67.0M | 2.41% | +5,555+0.8% | Added |
| CSS LLC | 676,752 | $63.9M | 4.17% | +676,752 | New |
| Thompson Siegel & Walmsley LLC | 673,210 | $63.5M | 1.03% | +51,618+8.3% | Added |
| Nuveen Asset Management, LLC | 672,737 | $63.5M | 0.02% | +52,288+8.4% | Added |
| Renaissance Technologies LLC | 663,420 | $62.6M | 0.09% | −408,400−38.1% | Reduced |
| Macquarie Group Ltd | 625,190 | $59.0M | 0.07% | −33,938−5.1% | Reduced |
| Neuberger Berman Group LLC | 607,059 | $57.3M | 0.06% | +10,891+1.8% | Added |
| Voloridge Investment Management, LLC | 603,951 | $57.0M | 0.32% | −332,099−35.5% | Reduced |
| Charles Schwab Investment Management Inc | 590,940 | $55.8M | 0.02% | +77,060+15.0% | Added |
| Kadensa Capital Ltd | 559,533 | $52.8M | 15.84% | +42,189+8.2% | Added |
| Northern Trust Corp | 547,052 | $51.6M | 0.01% | +123,981+29.3% | Added |
| Van Eck Associates Corp | 540,571 | $51.0M | 0.13% | −1,352−0.2% | Reduced |
| Ameriprise Financial Inc | 527,866 | $49.8M | 0.02% | +300,706+132.4% | Added |
| Ceredex Value Advisors LLC | 516,000 | $48.7M | 0.75% | +516,000 | New |
| Key Group Holdings (Cayman), Ltd. | 505,942 | $47.7M | 3.59% | −137,143−21.3% | Reduced |
| AQR Capital Management LLC | 467,697 | $44.1M | 0.10% | +268,784+135.1% | Added |
| SIR Capital Management, L.P. | 458,609 | $43.3M | 4.55% | +239,100+108.9% | Added |
| Castle Hook Partners LP | 454,551 | $42.9M | 4.73% | −108,121−19.2% | Reduced |
| Legal & General Group Plc | 443,325 | $41.8M | 0.02% | +279,488+170.6% | Added |
| UBS Asset Management Americas Inc | 435,884 | $41.1M | 0.02% | +117,510+36.9% | Added |
| Allianz Asset Management GmbH | 432,533 | $40.8M | 0.09% | −7,317−1.7% | Reduced |
| Swiss National Bank | 417,300 | $39.4M | 0.03% | +145,700+53.6% | Added |
| Morgan Stanley | 415,372 | $39.2M | 0.00% | −92,885−18.3% | Reduced |
| Miller Value Partners, LLC | 383,200 | $36.2M | 2.34% | +333,200+666.4% | Added |
| Schwartz Investment Counsel Inc | 371,300 | $35.0M | 1.59% | +30,000+8.8% | Added |
| Deutsche Bank AG | 346,043 | $32.7M | 0.02% | +174,575+101.8% | Added |
| Amundi | 361,351 | $32.4M | 0.02% | +361,295+645,169.6% | Added |
| LSP Investment Advisors, LLC | 336,605 | $31.8M | 13.97% | −35,272−9.5% | Reduced |
| Holocene Advisors, LP | 336,501 | $31.8M | 0.20% | −100,412−23.0% | Reduced |
| Cobalt Capital Management, Inc. | 310,000 | $29.3M | 12.20% | −140,000−31.1% | Reduced |
| ExodusPoint Capital Management, LP | 300,149 | $28.3M | 0.44% | −99,415−24.9% | Reduced |
| Jennison Associates LLC | 283,779 | $26.8M | 0.03% | +54,236+23.6% | Added |
| California Public Employees Retirement System | 279,731 | $26.4M | 0.02% | −1,213−0.4% | Reduced |
| Thornburg Investment Management Inc | 273,679 | $25.8M | 0.44% | −32,524−10.6% | Reduced |
| Alta Fundamental Advisers LLC | 260,940 | $24.6M | 10.72% | +11,000+4.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 260,301 | $24.6M | 0.02% | +260,301 | New |
| Whitebox Advisors LLC | 255,250 | $24.1M | 0.90% | 00.0% | Unchanged |
| Appaloosa LPSuperinvestorAppaloosa | 253,055 | $23.9M | 1.77% | +163,055+181.2% | Added |
| Electron Capital Partners, LLC | 244,705 | $23.1M | 1.03% | −6,005−2.4% | Reduced |
| Hodges Capital Management Inc. | 244,703 | $23.1M | 2.00% | +133,278+119.6% | Added |
| Nicholas Investment Partners, LP | 234,639 | $22.1M | 1.94% | −41,502−15.0% | Reduced |
| River Road Asset Management, LLC | 233,754 | $22.1M | 0.30% | −10,443−4.3% | Reduced |
| Jane Street Group, LLC | 233,609 | $22.0M | 0.04% | −165,200−41.4% | Reduced |
| Highland Peak Capital, LLC | 231,157 | $21.8M | 19.71% | +231,157 | New |
| First Republic Investment Management, Inc. | 228,017 | $21.5M | 0.05% | +128,925+130.1% | Added |
| Advisory Research Inc | 226,638 | $21.4M | 2.01% | −180,230−44.3% | Reduced |
| Payden & Rygel | 215,300 | $20.3M | 1.08% | −7,600−3.4% | Reduced |
| Wells Fargo & Company | 209,328 | $19.8M | 0.01% | +38,252+22.4% | Added |
| TCW Group Inc | 190,400 | $18.0M | 0.26% | 00.0% | Unchanged |
| Ninepoint Partners LP | 185,000 | $17.5M | 2.45% | +55,000+42.3% | Added |
| Raymond James & Associates | 184,945 | $17.5M | 0.02% | +45,850+33.0% | Added |
| Sagefield Capital LP | 184,798 | $17.4M | 4.42% | +14,766+8.7% | Added |
| QVT Financial LP | 184,299 | $17.4M | 1.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 180,092 | $17.0M | 0.03% | −21,689−10.7% | Reduced |
| Merewether Investment Management, LP | 174,705 | $16.5M | 1.61% | −182,000−51.0% | Reduced |
| California State Teachers Retirement System | 170,922 | $16.1M | 0.03% | +24,159+16.5% | Added |
| Lion Point Capital, LP | 174,250 | $16.0M | 9.55% | −35,000−16.7% | Reduced |
| Susquehanna International Group, LLP | 168,567 | $15.9M | 0.03% | −86,351−33.9% | Reduced |
| Alliancebernstein L.P. | 168,510 | $15.9M | 0.01% | +32,481+23.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 167,029 | $15.8M | 0.45% | +33,548+25.1% | Added |
| Franklin Resources Inc | 163,949 | $15.5M | 0.01% | +9,565+6.2% | Added |
| UBS Group AG | 161,319 | $15.2M | 0.01% | −91,573−36.2% | Reduced |
| HITE Hedge Asset Management LLC | 160,652 | $15.2M | 1.25% | −34,310−17.6% | Reduced |
| Principal Financial Group Inc | 156,957 | $14.8M | 0.01% | +143,486+1,065.1% | Added |
| Kempen Capital Management N.V. | 154,163 | $14.5M | 0.42% | −1,530−1.0% | Reduced |
| Ruffer LLP | 145,569 | $13.8M | 0.92% | −404,735−73.5% | Reduced |
| State of Wisconsin Investment Board | 139,850 | $13.2M | 0.04% | −90,249−39.2% | Reduced |
| Janney Capital Management LLC | 135,253 | $12.8M | 0.91% | +5,171+4.0% | Added |
| Rhumbline Advisers | 132,284 | $12.5M | 0.02% | +2,501+1.9% | Added |