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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 6,480 | $611.5K | 0.02% | −1,050−13.9% | Reduced |
| NVWM, LLC | 6,391 | $603.1K | 0.22% | +6,391 | New |
| Confluence Investment Management LLC | 6,334 | $598.0K | 0.01% | +123+2.0% | Added |
| Shell Asset Management Co | 6,306 | $595.0K | 0.03% | −1,348−17.6% | Reduced |
| Comerica Bank | 6,487 | $587.0K | 0.00% | +128+2.0% | Added |
| Vontobel Holding Ltd. | 6,196 | $584.7K | 0.01% | +1,073+20.9% | Added |
| YorkBridge Wealth Partners, LLC | 6,181 | $583.3K | 0.15% | +1,509+32.3% | Added |
| Oppenheimer & Co Inc | 6,129 | $578.4K | 0.01% | +954+18.4% | Added |
| Ibex Wealth Advisors | 6,098 | $575.0K | 0.13% | +6,098 | New |
| Profund Advisors LLC | 5,997 | $565.9K | 0.04% | +1,068+21.7% | Added |
| Meixler Investment Management, Ltd. | 5,982 | $564.5K | 0.57% | +127+2.2% | Added |
| Verition Fund Management LLC | 5,958 | $562.3K | 0.01% | −33,336−84.8% | Reduced |
| Bank of Nova Scotia | 5,859 | $552.9K | 0.00% | +5,859 | New |
| Cetera Advisor Networks LLC | 5,632 | $531.5K | 0.00% | +5,632 | New |
| Burns Matteson Capital Management, LLC | 5,606 | $529.0K | 0.35% | +5,606 | New |
| AAFMAA Wealth Management & Trust LLC | 5,526 | $521.5K | 0.47% | +5,526 | New |
| Legato Capital Management LLC | 5,460 | $515.3K | 0.10% | +5,460 | New |
| Teza Capital Management LLC | 5,438 | $513.2K | 0.10% | −3,634−40.1% | Reduced |
| National Asset Management, Inc. | 5,433 | $512.8K | 0.01% | +5,433 | New |
| Dana Investment Advisors, Inc. | 5,427 | $512.1K | 0.03% | +149+2.8% | Added |
| TownSquare Capital, LLC | 5,414 | $510.9K | 0.01% | +2,807+107.7% | Added |
| First Hawaiian Bank | 5,405 | $510.0K | 0.02% | +1,035+23.7% | Added |
| Founders Financial Securities LLC | 5,349 | $504.8K | 0.08% | +1,875+54.0% | Added |
| Citadel Advisors LLC | 5,260 | $496.4K | 0.00% | −250,162−97.9% | Reduced |
| IFP Advisors, Inc | 6,363 | $491.0K | 0.02% | +4,767+298.7% | Added |
| The PNC Financial Services Group, Inc. | 5,158 | $486.8K | 0.00% | +175+3.5% | Added |
| Mercer Global Advisors Inc | 5,022 | $474.0K | 0.00% | +2,881+134.6% | Added |
| Bluefin Capital Management, LLC | 5,000 | $471.9K | 0.08% | +5,000 | New |
| FDx Advisors, Inc. | 4,996 | $471.0K | 0.02% | +1,981+65.7% | Added |
| Great Lakes Advisors, LLC | 4,937 | $465.9K | 0.03% | +48+1.0% | Added |
| Manufacturers Life Insurance Company, The | 4,908 | $463.2K | 0.00% | +1,987+68.0% | Added |
| Kerrisdale Advisers, LLC | 4,880 | $460.5K | 0.14% | 00.0% | Unchanged |
| Mariner, LLC | 4,875 | $460.0K | 0.00% | +2,268+87.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,864 | $459.0K | 0.00% | +4,864 | New |
| Nordea Investment Management AB | 4,865 | $458.1K | 0.00% | +4,865 | New |
| National Bank of Canada | 4,785 | $451.6K | 0.00% | −97,878−95.3% | Reduced |
| Boston Private Wealth LLC | 4,760 | $449.2K | 0.01% | +708+17.5% | Added |
| LMR Partners LLP | 4,645 | $438.3K | 0.01% | +4,645 | New |
| Diametric Capital, LP | 4,639 | $437.8K | 0.21% | +4,639 | New |
| Natixis | 4,608 | $434.9K | 0.00% | −51,392−91.8% | Reduced |
| Atria Wealth Solutions, Inc. | 4,588 | $433.0K | 0.01% | +402+9.6% | Added |
| Orion Portfolio Solutions, LLC | 4,564 | $430.7K | 0.02% | +4,564 | New |
| DekaBank Deutsche Girozentrale | 4,464 | $417.0K | 0.00% | +4,464 | New |
| State of Michigan Retirement System | 4,400 | $415.2K | 0.00% | +4,400 | New |
| Petrus Trust Company, LTA | 4,255 | $401.5K | 0.05% | +1,588+59.5% | Added |
| Xponance, Inc. | 4,249 | $401.0K | 0.01% | +1,998+88.8% | Added |
| HighTower Advisors, LLC | 4,187 | $397.0K | 0.00% | −519−11.0% | Reduced |
| Toroso Investments, LLC | 4,182 | $395.0K | 0.02% | +4,182 | New |
| Park Avenue Securities LLC | 4,051 | $382.0K | 0.01% | −247−5.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,000 | $377.5K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,908 | $368.0K | 0.09% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,050 | $366.8K | 0.13% | +485+13.6% | Added |
| US Bancorp | 3,795 | $358.1K | 0.00% | −31−0.8% | Reduced |
| Thrivent Financial for Lutherans | 3,719 | $352.0K | 0.00% | +112+3.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,684 | $348.0K | 0.03% | +1,364+58.8% | Added |
| CWM Advisors, LLC | 3,634 | $342.9K | 0.04% | +510+16.3% | Added |
| 1832 Asset Management L.P. | 3,571 | $337.0K | 0.00% | +3,500+4,929.6% | Added |
| Kestra Advisory Services, LLC | 3,533 | $333.4K | 0.00% | +1,392+65.0% | Added |
| Moody Aldrich Partners LLC | 3,531 | $333.2K | 0.07% | −2,520−41.6% | Reduced |
| Axq Capital, LP | 3,519 | $332.1K | 0.23% | +3,519 | New |
| Balentine LLC | 3,465 | $327.0K | 0.01% | −386−10.0% | Reduced |
| M&T Bank Corp | 3,194 | $301.4K | 0.00% | −915−22.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,192 | $301.2K | 0.04% | +3,192 | New |
| Evergreen Capital Management LLC | 3,156 | $297.8K | 0.01% | −744−19.1% | Reduced |
| Stephens Inc | 3,137 | $296.0K | 0.01% | +570+22.2% | Added |
| Alps Advisors Inc | 3,129 | $295.3K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,100 | $292.5K | 0.03% | +200+6.9% | Added |
| Stonegate Investment Group, LLC | 3,045 | $287.4K | 0.01% | +500+19.6% | Added |
| CIBC Asset Management Inc | 3,011 | $284.1K | 0.00% | −1,742−36.7% | Reduced |
| Wintrust Investments LLC | 3,005 | $284.0K | 0.04% | +465+18.3% | Added |
| Everett Harris & Co | 3,000 | $283.0K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,975 | $280.8K | 0.00% | +2,975 | New |
| HighVista Strategies LLC | 2,810 | $265.2K | 0.16% | +2,810 | New |
| Intech Investment Management LLC | 2,788 | $263.1K | 0.00% | +2,788 | New |
| Cim Investment Mangement Inc | 2,772 | $261.6K | 0.10% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,761 | $260.6K | 0.14% | +2,761 | New |
| Private Advisor Group, LLC | 11,293 | $254.4K | 0.01% | +11,293 | New |
| Axxcess Wealth Management, LLC | 2,685 | $253.4K | 0.02% | +2,685 | New |
| Advisory Services Network, LLC | 2,678 | $252.8K | 0.01% | +2,678 | New |
| Forum Financial Management, LP | 2,659 | $250.9K | 0.01% | −21−0.8% | Reduced |
| Ellsworth Advisors, LLC | 2,822 | $250.7K | 0.09% | +2,822 | New |
| Texas Yale Capital Corp. | 2,650 | $250.1K | 0.01% | +2,650 | New |
| Martingale Asset Management L P | 2,600 | $245.4K | 0.00% | +2,600 | New |
| MetLife Investment Management | 2,503 | $236.2K | 0.00% | +12+0.5% | Added |
| E&G Advisors, LP | 2,497 | $235.6K | 0.09% | +2,497 | New |
| Ossiam | 2,495 | $235.5K | 0.01% | +355+16.6% | Added |
| JustInvest LLC | 2,364 | $223.1K | 0.01% | −46−1.9% | Reduced |
| CWM, LLC | 2,336 | $220.0K | 0.00% | +1,820+352.7% | Added |
| HighTower Trust Services, LTA | 2,265 | $212.1K | 0.02% | −700−23.6% | Reduced |
| 1492 Capital Management LLC | 2,182 | $205.9K | 0.13% | −41−1.8% | Reduced |
| Nomura Holdings Inc | 2,165 | $204.0K | 0.00% | +2,165 | New |
| Personal Cfo Solutions, LLC | 2,149 | $202.8K | 0.04% | +12+0.6% | Added |
| Linscomb & Williams, Inc. | 2,135 | $201.5K | 0.01% | +2,135 | New |
| Caldwell Sutter Capital, Inc. | 2,125 | $200.5K | 0.18% | +2,125 | New |
| Hazlett, Burt & Watson, Inc. | 2,025 | $191.0K | 0.17% | +13+0.6% | Added |
| First Horizon Advisors, Inc. | 1,836 | $173.3K | 0.01% | −15−0.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,420 | $134.0K | 0.00% | +1,420 | New |
| Seaport Global Advisors, LLC | 1,259 | $118.8K | 0.41% | +992+371.5% | Added |
| American International Group, Inc. | 1,246 | $117.6K | 0.00% | −24−1.9% | Reduced |
| Itau Unibanco Holding S.A. | 1,203 | $113.8K | 0.00% | −139−10.4% | Reduced |