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, Q1 2023
Institutional positions in Expand Energy Corp as of Mar 31, 2023. 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
- 459
- −27 vs. Q4 2022
- Shares held
- 128.2M
- −2.45M (−1.9%) vs. Q4 2022
- Total value
- $9.73B
- −$2.59B (−21.0%) vs. Q4 2022
- New holders
- 72
- 199 more added
- Sold out
- 99
- 132 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,729,583 | $968.0M | 0.02% | +242,887+1.9% | Added |
| Blackstone Group Inc. | 12,665,899 | $963.1M | 4.05% | 00.0% | Unchanged |
| Capital World Investors | 9,851,353 | $749.1M | 0.15% | +2,9340.0% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 8,579,879 | $652.4M | 7.34% | −50,000−0.6% | Reduced |
| BlackRock Inc. | 6,731,415 | $511.9M | 0.02% | −381,945−5.4% | Reduced |
| Wellington Management Group LLP | 4,936,328 | $375.4M | 0.07% | +166,911+3.5% | Added |
| Massachusetts Financial Services Co | 2,948,136 | $224.2M | 0.08% | +536,206+22.2% | Added |
| Prudential Financial Inc | 2,918,883 | $222.0M | 0.35% | +9,586+0.3% | Added |
| Kimmeridge Energy Management Company, LLC | 2,714,693 | $206.4M | 9.40% | +150,000+5.8% | Added |
| Clearbridge Investments, LLC | 2,658,457 | $202.1M | 0.19% | −3,750−0.1% | Reduced |
| FMR LLC | 2,516,730 | $191.4M | 0.02% | −726,512−22.4% | Reduced |
| Lord, Abbett & Co. LLC | 2,497,263 | $189.9M | 0.68% | +248,604+11.1% | Added |
| State Street Corp | 2,308,022 | $175.5M | 0.01% | +89,942+4.1% | Added |
| Bank of New York Mellon Corp | 2,281,115 | $173.5M | 0.04% | −74,426−3.2% | Reduced |
| Orbis Allan Gray Ltd | 2,271,370 | $172.7M | 1.36% | −947,425−29.4% | Reduced |
| Glendon Capital Management LP | 2,124,060 | $161.4M | 15.82% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 2,109,882 | $160.4M | 0.02% | +647,380+44.3% | Added |
| Slate Path Capital LP | 1,909,000 | $145.2M | 6.82% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,777,160 | $135.0M | 0.02% | +39,463+2.3% | Added |
| Pacer Advisors, Inc. | 1,760,727 | $133.9M | 0.57% | +781,540+79.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,610,664 | $122.5M | 0.09% | +1,610,664 | New |
| Dimensional Fund Advisors LP | 1,370,504 | $104.2M | 0.04% | +336,775+32.6% | Added |
| JPMorgan Chase & Co | 1,300,566 | $98.9M | 0.01% | +71,598+5.8% | Added |
| Ceredex Value Advisors LLC | 1,214,627 | $92.4M | 1.44% | +698,627+135.4% | Added |
| Invesco Ltd. | 1,130,641 | $86.0M | 0.02% | −157,022−12.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 995,812 | $75.7M | 0.17% | +275,000+38.2% | Added |
| LSV Asset Management | 904,000 | $68.7M | 0.15% | −54,500−5.7% | Reduced |
| Two Sigma Investments, LP | 851,605 | $64.8M | 0.19% | −139,629−14.1% | Reduced |
| Goldman Sachs Group Inc | 837,585 | $63.7M | 0.02% | −234,450−21.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 787,443 | $59.9M | 0.97% | +114,233+17.0% | Added |
| Cannell Peter B & Co Inc | 784,184 | $59.6M | 2.13% | +74,665+10.5% | Added |
| First Trust Advisors LP | 685,979 | $52.2M | 0.06% | −787,352−53.4% | Reduced |
| Kadensa Capital Ltd | 670,698 | $51.0M | 10.20% | +111,165+19.9% | Added |
| Bank of America Corp | 658,179 | $50.0M | 0.01% | −99,655−13.1% | Reduced |
| Voloridge Investment Management, LLC | 649,063 | $49.4M | 0.25% | +45,112+7.5% | Added |
| Neuberger Berman Group LLC | 636,563 | $48.4M | 0.04% | +29,504+4.9% | Added |
| Macquarie Group Ltd | 603,691 | $45.9M | 0.05% | −21,499−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 590,763 | $44.9M | 0.01% | −1770.0% | Reduced |
| SIR Capital Management, L.P. | 586,309 | $44.6M | 4.75% | +127,700+27.8% | Added |
| Northern Trust Corp | 562,473 | $42.8M | 0.01% | +15,421+2.8% | Added |
| Nuveen Asset Management, LLC | 529,642 | $40.3M | 0.01% | −143,095−21.3% | Reduced |
| Allianz Asset Management GmbH | 521,688 | $39.7M | 0.08% | +89,155+20.6% | Added |
| Morgan Stanley | 496,642 | $37.8M | 0.00% | +81,270+19.6% | Added |
| Legal & General Group Plc | 478,487 | $36.4M | 0.01% | +35,162+7.9% | Added |
| Miller Value Partners, LLC | 472,989 | $36.0M | 2.25% | +89,789+23.4% | Added |
| Janus Henderson Group PLC | 465,535 | $35.4M | 0.02% | +465,535 | New |
| Swiss National Bank | 450,800 | $34.3M | 0.02% | +33,500+8.0% | Added |
| Schwartz Investment Counsel Inc | 439,900 | $33.4M | 1.46% | +68,600+18.5% | Added |
| UBS Asset Management Americas Inc | 436,366 | $33.2M | 0.02% | +482+0.1% | Added |
| Amundi | 410,679 | $31.5M | 0.02% | +49,328+13.7% | Added |
| Van Eck Associates Corp | 387,034 | $29.4M | 0.07% | −153,537−28.4% | Reduced |
| Ameriprise Financial Inc | 371,462 | $28.2M | 0.01% | −156,404−29.6% | Reduced |
| Korea Investment CORP | 339,766 | $25.8M | 0.08% | +285,251+523.3% | Added |
| Point72 Asset Management, L.P. | 309,063 | $23.5M | 0.08% | +309,063 | New |
| AQR Capital Management LLC | 303,351 | $23.0M | 0.05% | −164,346−35.1% | Reduced |
| Causeway Capital Management LLC | 291,027 | $22.1M | 0.53% | +291,027 | New |
| HAP Trading, LLC | 285,395 | $21.7M | 5.27% | +285,395 | New |
| Jennison Associates LLC | 283,252 | $21.5M | 0.02% | −527−0.2% | Reduced |
| Deutsche Bank AG | 280,918 | $21.4M | 0.01% | −65,125−18.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 280,400 | $21.3M | 0.02% | +20,099+7.7% | Added |
| Castle Hook Partners LP | 276,689 | $21.0M | 2.04% | −177,862−39.1% | Reduced |
| Alta Fundamental Advisers LLC | 263,940 | $20.1M | 8.50% | +3,000+1.1% | Added |
| Hodges Capital Management Inc. | 188,863 | $19.9M | 1.63% | −55,840−22.8% | Reduced |
| Whitebox Advisors LLC | 255,250 | $19.4M | 0.93% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 253,576 | $19.3M | 0.26% | +19,822+8.5% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 253,055 | $19.2M | 1.04% | 00.0% | Unchanged |
| California Public Employees Retirement System | 236,970 | $18.0M | 0.02% | −42,761−15.3% | Reduced |
| Barclays PLC | 236,631 | $18.0M | 0.02% | +146,119+161.4% | Added |
| Merewether Investment Management, LP | 234,705 | $17.8M | 1.58% | +60,000+34.3% | Added |
| Wells Fargo & Company | 223,752 | $17.0M | 0.01% | +14,424+6.9% | Added |
| Sagefield Capital LP | 211,377 | $16.1M | 3.72% | +26,579+14.4% | Added |
| Wolf Hill Capital Management, LP | 200,777 | $15.3M | 1.63% | +200,777 | New |
| Ninepoint Partners LP | 200,000 | $15.2M | 1.98% | +15,000+8.1% | Added |
| Susquehanna International Group, LLP | 195,264 | $14.8M | 0.02% | +26,697+15.8% | Added |
| Raymond James & Associates | 187,016 | $14.2M | 0.01% | +2,071+1.1% | Added |
| QVT Financial LP | 184,299 | $14.0M | 0.83% | 00.0% | Unchanged |
| California State Teachers Retirement System | 182,094 | $13.8M | 0.02% | +11,172+6.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 181,724 | $13.8M | 0.03% | +170,459+1,513.2% | Added |
| TCW Group Inc | 171,738 | $13.1M | 0.17% | −18,662−9.8% | Reduced |
| Thornburg Investment Management Inc | 164,419 | $12.5M | 0.21% | −109,260−39.9% | Reduced |
| Kempen Capital Management N.V. | 160,447 | $12.2M | 0.23% | +6,284+4.1% | Added |
| Alliancebernstein L.P. | 159,524 | $12.1M | 0.01% | −8,986−5.3% | Reduced |
| Royce & Associates LP | 159,245 | $12.1M | 0.12% | +31,800+25.0% | Added |
| State of Wisconsin Investment Board | 152,076 | $11.6M | 0.03% | +12,226+8.7% | Added |
| Principal Financial Group Inc | 151,923 | $11.6M | 0.01% | −5,034−3.2% | Reduced |
| Qube Research & Technologies Ltd | 151,299 | $11.5M | 0.07% | +138,296+1,063.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 150,460 | $11.4M | 0.73% | +150,460 | New |
| CIBC Private Wealth Group, LLC | 150,300 | $11.4M | 0.03% | +150,300 | New |
| UBS Group AG | 148,885 | $11.3M | 0.01% | −12,434−7.7% | Reduced |
| Brandes Investment Partners, LP | 146,332 | $11.1M | 0.24% | +26,577+22.2% | Added |
| Janney Capital Management LLC | 138,744 | $10.6M | 0.79% | +3,491+2.6% | Added |
| Ruffer LLP | 131,333 | $9.98M | 0.35% | −14,236−9.8% | Reduced |
| Rhumbline Advisers | 129,581 | $9.85M | 0.01% | −2,703−2.0% | Reduced |
| Caption Management, LLC | 128,700 | $9.79M | 2.09% | +118,700+1,187.0% | Added |
| Cubist Systematic Strategies, LLC | 127,033 | $9.66M | 0.09% | +103,066+430.0% | Added |
| Citigroup Inc | 126,822 | $9.64M | 0.01% | +9,483+8.1% | Added |
| Knightsbridge Asset Management, LLC | 125,535 | $9.55M | 1.63% | +125,535 | New |
| D. E. Shaw & Co., Inc. | 124,998 | $9.50M | 0.02% | −1,813,559−93.6% | Reduced |
| State Board of Administration of Florida Retirement System | 124,058 | $9.43M | 0.02% | −2,750−2.2% | Reduced |
| Squarepoint Ops LLC | 121,065 | $9.21M | 0.07% | +46,214+61.7% | Added |