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 |
|---|---|---|---|---|---|
| 1492 Capital Management LLC | 2,182 | $205.9K | 0.13% | −41−1.8% | Reduced |
| HighTower Trust Services, LTA | 2,265 | $212.1K | 0.02% | −700−23.6% | Reduced |
| CWM, LLC | 2,336 | $220.0K | 0.00% | +1,820+352.7% | Added |
| JustInvest LLC | 2,364 | $223.1K | 0.01% | −46−1.9% | Reduced |
| Ossiam | 2,495 | $235.5K | 0.01% | +355+16.6% | Added |
| E&G Advisors, LP | 2,497 | $235.6K | 0.09% | +2,497 | New |
| MetLife Investment Management | 2,503 | $236.2K | 0.00% | +12+0.5% | Added |
| Martingale Asset Management L P | 2,600 | $245.4K | 0.00% | +2,600 | New |
| Texas Yale Capital Corp. | 2,650 | $250.1K | 0.01% | +2,650 | New |
| Ellsworth Advisors, LLC | 2,822 | $250.7K | 0.09% | +2,822 | New |
| Forum Financial Management, LP | 2,659 | $250.9K | 0.01% | −21−0.8% | Reduced |
| Advisory Services Network, LLC | 2,678 | $252.8K | 0.01% | +2,678 | New |
| Axxcess Wealth Management, LLC | 2,685 | $253.4K | 0.02% | +2,685 | New |
| Private Advisor Group, LLC | 11,293 | $254.4K | 0.01% | +11,293 | New |
| 3Chopt Investment Partners, LLC | 2,761 | $260.6K | 0.14% | +2,761 | New |
| Cim Investment Mangement Inc | 2,772 | $261.6K | 0.10% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,788 | $263.1K | 0.00% | +2,788 | New |
| HighVista Strategies LLC | 2,810 | $265.2K | 0.16% | +2,810 | New |
| B. Metzler seel. Sohn & Co. AG | 2,975 | $280.8K | 0.00% | +2,975 | New |
| Everett Harris & Co | 3,000 | $283.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,005 | $284.0K | 0.04% | +465+18.3% | Added |
| CIBC Asset Management Inc | 3,011 | $284.1K | 0.00% | −1,742−36.7% | Reduced |
| Stonegate Investment Group, LLC | 3,045 | $287.4K | 0.01% | +500+19.6% | Added |
| Capital Investment Advisory Services, LLC | 3,100 | $292.5K | 0.03% | +200+6.9% | Added |
| Alps Advisors Inc | 3,129 | $295.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 3,137 | $296.0K | 0.01% | +570+22.2% | Added |
| Evergreen Capital Management LLC | 3,156 | $297.8K | 0.01% | −744−19.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,192 | $301.2K | 0.04% | +3,192 | New |
| M&T Bank Corp | 3,194 | $301.4K | 0.00% | −915−22.3% | Reduced |
| Balentine LLC | 3,465 | $327.0K | 0.01% | −386−10.0% | Reduced |
| Axq Capital, LP | 3,519 | $332.1K | 0.23% | +3,519 | New |
| Moody Aldrich Partners LLC | 3,531 | $333.2K | 0.07% | −2,520−41.6% | Reduced |
| Kestra Advisory Services, LLC | 3,533 | $333.4K | 0.00% | +1,392+65.0% | Added |
| 1832 Asset Management L.P. | 3,571 | $337.0K | 0.00% | +3,500+4,929.6% | Added |
| CWM Advisors, LLC | 3,634 | $342.9K | 0.04% | +510+16.3% | Added |
| Dynamic Technology Lab Private Ltd | 3,684 | $348.0K | 0.03% | +1,364+58.8% | Added |
| Thrivent Financial for Lutherans | 3,719 | $352.0K | 0.00% | +112+3.1% | Added |
| US Bancorp | 3,795 | $358.1K | 0.00% | −31−0.8% | Reduced |
| Insight Advisors, LLC | 4,050 | $366.8K | 0.13% | +485+13.6% | Added |
| Harvest Fund Management Co., Ltd | 3,908 | $368.0K | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,000 | $377.5K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,051 | $382.0K | 0.01% | −247−5.7% | Reduced |
| Toroso Investments, LLC | 4,182 | $395.0K | 0.02% | +4,182 | New |
| HighTower Advisors, LLC | 4,187 | $397.0K | 0.00% | −519−11.0% | Reduced |
| Xponance, Inc. | 4,249 | $401.0K | 0.01% | +1,998+88.8% | Added |
| Petrus Trust Company, LTA | 4,255 | $401.5K | 0.05% | +1,588+59.5% | Added |
| State of Michigan Retirement System | 4,400 | $415.2K | 0.00% | +4,400 | New |
| DekaBank Deutsche Girozentrale | 4,464 | $417.0K | 0.00% | +4,464 | New |
| Orion Portfolio Solutions, LLC | 4,564 | $430.7K | 0.02% | +4,564 | New |
| Atria Wealth Solutions, Inc. | 4,588 | $433.0K | 0.01% | +402+9.6% | Added |
| Natixis | 4,608 | $434.9K | 0.00% | −51,392−91.8% | Reduced |
| Diametric Capital, LP | 4,639 | $437.8K | 0.21% | +4,639 | New |
| LMR Partners LLP | 4,645 | $438.3K | 0.01% | +4,645 | New |
| Boston Private Wealth LLC | 4,760 | $449.2K | 0.01% | +708+17.5% | Added |
| National Bank of Canada | 4,785 | $451.6K | 0.00% | −97,878−95.3% | Reduced |
| Nordea Investment Management AB | 4,865 | $458.1K | 0.00% | +4,865 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,864 | $459.0K | 0.00% | +4,864 | New |
| Mariner, LLC | 4,875 | $460.0K | 0.00% | +2,268+87.0% | Added |
| Kerrisdale Advisers, LLC | 4,880 | $460.5K | 0.14% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,908 | $463.2K | 0.00% | +1,987+68.0% | Added |
| Great Lakes Advisors, LLC | 4,937 | $465.9K | 0.03% | +48+1.0% | Added |
| FDx Advisors, Inc. | 4,996 | $471.0K | 0.02% | +1,981+65.7% | Added |
| Bluefin Capital Management, LLC | 5,000 | $471.9K | 0.08% | +5,000 | New |
| Mercer Global Advisors Inc | 5,022 | $474.0K | 0.00% | +2,881+134.6% | Added |
| The PNC Financial Services Group, Inc. | 5,158 | $486.8K | 0.00% | +175+3.5% | Added |
| IFP Advisors, Inc | 6,363 | $491.0K | 0.02% | +4,767+298.7% | Added |
| Citadel Advisors LLC | 5,260 | $496.4K | 0.00% | −250,162−97.9% | Reduced |
| Founders Financial Securities LLC | 5,349 | $504.8K | 0.08% | +1,875+54.0% | Added |
| First Hawaiian Bank | 5,405 | $510.0K | 0.02% | +1,035+23.7% | Added |
| TownSquare Capital, LLC | 5,414 | $510.9K | 0.01% | +2,807+107.7% | Added |
| Dana Investment Advisors, Inc. | 5,427 | $512.1K | 0.03% | +149+2.8% | Added |
| National Asset Management, Inc. | 5,433 | $512.8K | 0.01% | +5,433 | New |
| Teza Capital Management LLC | 5,438 | $513.2K | 0.10% | −3,634−40.1% | Reduced |
| Legato Capital Management LLC | 5,460 | $515.3K | 0.10% | +5,460 | New |
| AAFMAA Wealth Management & Trust LLC | 5,526 | $521.5K | 0.47% | +5,526 | New |
| Burns Matteson Capital Management, LLC | 5,606 | $529.0K | 0.35% | +5,606 | New |
| Cetera Advisor Networks LLC | 5,632 | $531.5K | 0.00% | +5,632 | New |
| Bank of Nova Scotia | 5,859 | $552.9K | 0.00% | +5,859 | New |
| Verition Fund Management LLC | 5,958 | $562.3K | 0.01% | −33,336−84.8% | Reduced |
| Meixler Investment Management, Ltd. | 5,982 | $564.5K | 0.57% | +127+2.2% | Added |
| Profund Advisors LLC | 5,997 | $565.9K | 0.04% | +1,068+21.7% | Added |
| Ibex Wealth Advisors | 6,098 | $575.0K | 0.13% | +6,098 | New |
| Oppenheimer & Co Inc | 6,129 | $578.4K | 0.01% | +954+18.4% | Added |
| YorkBridge Wealth Partners, LLC | 6,181 | $583.3K | 0.15% | +1,509+32.3% | Added |
| Vontobel Holding Ltd. | 6,196 | $584.7K | 0.01% | +1,073+20.9% | Added |
| Comerica Bank | 6,487 | $587.0K | 0.00% | +128+2.0% | Added |
| Shell Asset Management Co | 6,306 | $595.0K | 0.03% | −1,348−17.6% | Reduced |
| Confluence Investment Management LLC | 6,334 | $598.0K | 0.01% | +123+2.0% | Added |
| NVWM, LLC | 6,391 | $603.1K | 0.22% | +6,391 | New |
| Catalyst Capital Advisors LLC | 6,480 | $611.5K | 0.02% | −1,050−13.9% | Reduced |
| Clear Street Markets LLC | 6,500 | $613.0K | 0.12% | +2,600+66.7% | Added |
| Kula Investments, LLC | 6,547 | $617.8K | 0.22% | +6,547 | New |
| ProShare Advisors LLC | 6,548 | $617.9K | 0.00% | +1,225+23.0% | Added |
| State of Alaska, Department of Revenue | 6,555 | $618.0K | 0.01% | +6,555 | New |
| Captrust Financial Advisors | 6,584 | $621.3K | 0.00% | −235−3.4% | Reduced |
| Capital Impact Advisors, LLC | 6,586 | $621.5K | 0.61% | +2,224+51.0% | Added |
| Hancock Whitney Corp | 6,774 | $639.0K | 0.02% | −29−0.4% | Reduced |
| Twin Tree Management, LP | 6,872 | $648.5K | 0.02% | +6,872 | New |
| Moloney Securities Asset Management, LLC | 6,982 | $658.9K | 0.15% | −850−10.9% | Reduced |
| Capital Advisors Inc | 7,000 | $660.6K | 0.02% | 00.0% | Unchanged |