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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 128,571 | $12.1M | 0.01% | +32,406+33.7% | Added |
| Royce & Associates LP | 127,445 | $12.0M | 0.13% | −20,600−13.9% | Reduced |
| State Board of Administration of Florida Retirement System | 126,808 | $12.0M | 0.03% | −7,060−5.3% | Reduced |
| Royal Bank of Canada | 123,938 | $11.7M | 0.00% | +37,691+43.7% | Added |
| Brandes Investment Partners, LP | 119,755 | $11.3M | 0.32% | −43,546−26.7% | Reduced |
| Schroder Investment Management Group | 119,559 | $11.3M | 0.02% | +87,839+276.9% | Added |
| Citigroup Inc | 117,339 | $11.1M | 0.02% | +97,033+477.9% | Added |
| Envestnet Asset Management Inc | 116,037 | $11.0M | 0.01% | +22,813+24.5% | Added |
| Brigade Capital Management, LP | 115,975 | $10.9M | 5.54% | 00.0% | Unchanged |
| Voya Investment Management LLC | 115,560 | $10.9M | 0.01% | −139−0.1% | Reduced |
| Bienville Capital Management, LLC | 114,003 | $10.8M | 4.01% | 00.0% | Unchanged |
| BancorpSouth Bank | 113,918 | $10.8M | 0.99% | +2,657+2.4% | Added |
| Employees Retirement System of Texas | 113,351 | $10.7M | 0.16% | +113,351 | New |
| Truist Financial Corp | 106,913 | $10.1M | 0.02% | +2,530+2.4% | Added |
| Impala Asset Management LLC | 106,400 | $10.0M | 5.61% | +1,400+1.3% | Added |
| Pictet Asset Management SA | 102,084 | $9.63M | 0.01% | −35,928−26.0% | Reduced |
| CWA Asset Management Group, LLC | 98,173 | $9.26M | 0.75% | +51,503+110.4% | Added |
| Prospera Financial Services Inc | 96,277 | $9.09M | 0.46% | +22,866+31.1% | Added |
| Bandera Partners LLC | 95,000 | $8.97M | 4.24% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 94,195 | $8.89M | 0.17% | +94,195 | New |
| Riposte Capital LLC | 93,227 | $8.80M | 5.16% | +93,227 | New |
| Long Focus Capital Management, LLC | 91,175 | $8.60M | 1.42% | +1,725+1.9% | Added |
| Barclays PLC | 90,512 | $8.54M | 0.01% | −171,938−65.5% | Reduced |
| Russell Investments Group, Ltd. | 90,203 | $8.51M | 0.02% | +44,990+99.5% | Added |
| Brightline Capital Management, LLC | 89,000 | $8.40M | 18.50% | +16,000+21.9% | Added |
| Man Group plc | 86,648 | $8.18M | 0.03% | +63,240+270.2% | Added |
| Credit Suisse AG | 82,817 | $7.82M | 0.01% | −14,175−14.6% | Reduced |
| Huber Capital Management LLC | 80,040 | $7.55M | 1.91% | −25,100−23.9% | Reduced |
| Mutual of America Capital Management LLC | 78,360 | $7.39M | 0.09% | −11,559−12.9% | Reduced |
| Hartree Partners, LP | 78,100 | $7.37M | 6.33% | +13,500+20.9% | Added |
| Vident Investment Advisory, LLC | 77,696 | $7.33M | 0.28% | −12,519−13.9% | Reduced |
| American Century Companies Inc | 77,257 | $7.29M | 0.01% | +23,676+44.2% | Added |
| Squarepoint Ops LLC | 74,851 | $7.06M | 0.05% | −230,400−75.5% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 72,992 | $6.89M | 2.45% | +72,992 | New |
| OnyxPoint Global Management LP | 72,575 | $6.85M | 5.31% | +72,575 | New |
| SFMG, LLC | 72,310 | $6.82M | 0.76% | −3,992−5.2% | Reduced |
| Stifel Financial Corp | 69,527 | $6.56M | 0.01% | +1,931+2.9% | Added |
| Ci Investments Inc. | 66,958 | $6.32M | 0.03% | −16,541−19.8% | Reduced |
| Jefferies Financial Group Inc. | 66,925 | $6.32M | 0.11% | +66,925 | New |
| Janney Montgomery Scott LLC | 66,306 | $6.26M | 0.02% | +8,687+15.1% | Added |
| Jupiter Asset Management Ltd | 65,026 | $6.13M | 0.09% | +38,898+148.9% | Added |
| Public Employees Retirement System of Ohio | 63,644 | $6.01M | 0.03% | +1,702+2.7% | Added |
| Boothbay Fund Management, LLC | 63,181 | $5.96M | 0.20% | +19,515+44.7% | Added |
| Artisan Partners Limited Partnership | 59,583 | $5.62M | 0.01% | −9,579−13.9% | Reduced |
| State of New Jersey Common Pension Fund D | 58,022 | $5.48M | 0.02% | −8,314−12.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 56,554 | $5.34M | 0.01% | +53,999+2,113.5% | Added |
| Korea Investment CORP | 54,515 | $5.14M | 0.02% | +54,515 | New |
| New York State Common Retirement Fund | 53,201 | $5.02M | 0.01% | +53,200+5,320,000.0% | Added |
| Treasurer of the State of North Carolina | 52,567 | $4.96M | 0.03% | +670+1.3% | Added |
| Investment Management of Virginia LLC | 52,394 | $4.94M | 0.97% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 52,100 | $4.92M | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 52,086 | $4.92M | 0.58% | +3,363+6.9% | Added |
| HSBC Holdings PLC | 51,679 | $4.86M | 0.01% | −3,688−6.7% | Reduced |
| Empowered Funds, LLC | 50,668 | $4.78M | 0.31% | +29,943+144.5% | Added |
| West Family Investments, Inc. | 50,000 | $4.72M | 1.61% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 49,994 | $4.72M | 0.41% | +31,149+165.3% | Added |
| Hennessy Advisors Inc | 49,000 | $4.62M | 0.30% | +700+1.4% | Added |
| Central Trust Co | 48,264 | $4.55M | 0.14% | −1,945−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 46,263 | $4.37M | 0.02% | +1,622+3.6% | Added |
| Bank of Montreal | 43,567 | $4.26M | 0.00% | −1,061−2.4% | Reduced |
| Ancora Advisors, LLC | 44,880 | $4.24M | 0.12% | +80+0.2% | Added |
| Nwam LLC | 44,096 | $4.16M | 0.37% | +13,275+43.1% | Added |
| PFS Investments Inc. | 43,491 | $4.10M | 0.08% | +14,323+49.1% | Added |
| Pearl River Capital, LLC | 43,319 | $4.09M | 0.69% | −2,234−4.9% | Reduced |
| Amalgamated Bank | 41,890 | $3.95M | 0.04% | +18,502+79.1% | Added |
| Oregon Public Employees Retirement Fund | 41,630 | $3.93M | 0.05% | +41,630 | New |
| Cheyne Capital Management (UK) LLP | 39,506 | $3.73M | 6.58% | +856+2.2% | Added |
| Beaconlight Capital, LLC | 39,469 | $3.72M | 2.18% | +39,469 | New |
| Ulland Investment Advisors, LLC | 38,598 | $3.64M | 4.35% | +3,351+9.5% | Added |
| LPL Financial LLC | 38,332 | $3.62M | 0.00% | +12,730+49.7% | Added |
| Patient Capital Management, LLC | 38,000 | $3.59M | 1.76% | +16,000+72.7% | Added |
| Asset Management One Co.,Ltd. | 37,372 | $3.53M | 0.02% | +37,372 | New |
| Penn Capital Management Co Inc | 35,565 | $3.41M | 0.35% | −847−2.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 34,228 | $3.23M | 1.57% | +568+1.7% | Added |
| Bokf, NA | 34,146 | $3.22M | 0.06% | −854−2.4% | Reduced |
| SG Americas Securities, LLC | 33,644 | $3.17M | 0.05% | +17,304+105.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36,498 | $3.14M | 0.01% | +32,179+745.1% | Added |
| Pacific Global Investment Management CO | 33,106 | $3.12M | 0.69% | +3,803+13.0% | Added |
| Aviva PLC | 32,982 | $3.11M | 0.02% | +554+1.7% | Added |
| Hantz Financial Services, Inc. | 32,206 | $3.04M | 0.09% | +6,055+23.2% | Added |
| Ensign Peak Advisors, Inc | 31,915 | $3.01M | 0.01% | +1,195+3.9% | Added |
| Cinctive Capital Management LP | 31,159 | $2.94M | 0.15% | −28,918−48.1% | Reduced |
| Keeley-Teton Advisors, LLC | 30,817 | $2.91M | 0.36% | −3,799−11.0% | Reduced |
| First Eagle Investment Management, LLC | 30,036 | $2.83M | 0.01% | +1,095+3.8% | Added |
| Wakefield Asset Management LLLP | 29,870 | $2.82M | 1.19% | −239−0.8% | Reduced |
| Two Sigma Advisers, LP | 29,274 | $2.76M | 0.01% | −15,000−33.9% | Reduced |
| Guggenheim Capital LLC | 29,114 | $2.75M | 0.02% | +13,267+83.7% | Added |
| Arizona State Retirement System | 29,076 | $2.74M | 0.03% | −2,049−6.6% | Reduced |
| Connacht Asset Management LP | 28,992 | $2.74M | 5.53% | +11,390+64.7% | Added |
| Toronto Dominion Bank | 28,886 | $2.73M | 0.00% | +28,886 | New |
| Vestcor Inc | 27,437 | $2.59M | 0.10% | +27,437 | New |
| Greatmark Investment Partners, Inc. | 27,170 | $2.56M | 0.47% | +1,265+4.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,150 | $2.56M | 0.01% | +6,168+29.4% | Added |
| Flputnam Investment Management Co | 26,770 | $2.53M | 0.09% | +26,770 | New |
| Teacher Retirement System of Texas | 26,385 | $2.49M | 0.02% | −9,900−27.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,306 | $2.48M | 0.01% | +5,355+25.6% | Added |
| Amitell Capital Pte Ltd | 26,137 | $2.47M | 2.48% | +26,137 | New |
| American Assets Investment Management, LLC | 25,000 | $2.36M | 0.27% | 00.0% | Unchanged |
| Zacks Investment Management | 24,464 | $2.31M | 0.03% | −1,986−7.5% | Reduced |
| Cubist Systematic Strategies, LLC | 23,967 | $2.26M | 0.02% | −438,486−94.8% | Reduced |