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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Terril Brothers, Inc. | 2,700 | $205.3K | 0.10% | −6,000−69.0% | Reduced |
| Axxcess Wealth Management, LLC | 2,708 | $205.9K | 0.02% | +23+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,756 | $209.6K | 0.00% | −17,672−86.5% | Reduced |
| Blair William & Co | 2,770 | $210.6K | 0.00% | +2,770 | New |
| L2 Asset Management, LLC | 2,819 | $214.4K | 0.13% | +2,819 | New |
| Bienville Capital Management, LLC | 2,824 | $214.7K | 0.08% | −111,179−97.5% | Reduced |
| Ellsworth Advisors, LLC | 2,843 | $216.2K | 0.08% | +21+0.7% | Added |
| Cim Investment Mangement Inc | 2,871 | $218.3K | 0.08% | +99+3.6% | Added |
| Alberta Investment Management Corp | 2,900 | $220.5K | 0.00% | +2,900 | New |
| Symmetry Partners, LLC | 2,978 | $226.0K | 0.01% | −16,621−84.8% | Reduced |
| Arlington Partners LLC | 3,000 | $228.1K | 0.03% | +3,000 | New |
| WBI Investments | 3,059 | $232.6K | 0.05% | +3,059 | New |
| Stratos Wealth Partners, LTD. | 3,079 | $234.1K | 0.01% | +3,079 | New |
| Seven Eight Capital, LP | 3,085 | $234.6K | 0.05% | +3,085 | New |
| Tower Research Capital LLC (TRC) | 3,097 | $235.0K | 0.01% | +2,686+653.5% | Added |
| Capital Investment Advisory Services, LLC | 3,153 | $239.8K | 0.03% | +53+1.7% | Added |
| Vontobel Holding Ltd. | 3,188 | $242.4K | 0.00% | −3,008−48.5% | Reduced |
| Stonegate Investment Group, LLC | 3,201 | $243.4K | 0.01% | +156+5.1% | Added |
| CIBC Asset Management Inc | 3,216 | $244.5K | 0.00% | +205+6.8% | Added |
| Stephens Inc | 3,250 | $247.1K | 0.00% | +113+3.6% | Added |
| Jaffetilchin Investment Partners, LLC | 3,304 | $251.3K | 0.03% | +112+3.5% | Added |
| Balboa Wealth Partners | 3,429 | $260.7K | 0.10% | +3,429 | New |
| Mariner, LLC | 3,469 | $264.0K | 0.00% | −1,406−28.8% | Reduced |
| M&T Bank Corp | 3,602 | $274.3K | 0.00% | +408+12.8% | Added |
| Bank of Nova Scotia | 3,689 | $280.5K | 0.00% | −2,170−37.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,700 | $281.0K | 0.00% | +2,500+208.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,887 | $295.6K | 0.24% | −1,639−29.7% | Reduced |
| Spirit of America Management Corp | 4,000 | $304.2K | 0.07% | +4,000 | New |
| Aigen Investment Management, LP | 4,029 | $306.4K | 0.04% | −9,645−70.5% | Reduced |
| Salem Investment Counselors Inc | 4,087 | $310.8K | 0.01% | −8,988−68.7% | Reduced |
| Wintrust Investments LLC | 4,125 | $314.0K | 0.04% | +1,120+37.3% | Added |
| Moors & Cabot, Inc. | 4,181 | $317.9K | 0.02% | +4,181 | New |
| Xponance, Inc. | 4,283 | $325.7K | 0.00% | +34+0.8% | Added |
| Sciencast Management LP | 4,245 | $327.5K | 0.43% | +4,245 | New |
| MML Investors Services, LLC | 4,312 | $328.0K | 0.00% | −10,913−71.7% | Reduced |
| HighVista Strategies LLC | 4,390 | $333.8K | 0.27% | +1,580+56.2% | Added |
| State of Michigan Retirement System | 4,400 | $334.6K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,432 | $337.0K | 0.01% | +250+6.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,479 | $341.0K | 0.00% | −385−7.9% | Reduced |
| Lazard Asset Management LLC | 4,559 | $346.0K | 0.00% | −17,799−79.6% | Reduced |
| Orion Portfolio Solutions, LLC | 4,556 | $346.5K | 0.00% | −8−0.2% | Reduced |
| Brinker Capital Investments, LLC | 4,556 | $346.5K | 0.00% | +4,556 | New |
| Moloney Securities Asset Management, LLC | 4,692 | $356.8K | 0.07% | −2,290−32.8% | Reduced |
| HighTower Advisors, LLC | 4,795 | $364.0K | 0.00% | +608+14.5% | Added |
| Boston Private Wealth LLC | 4,838 | $367.9K | 0.01% | +78+1.6% | Added |
| Nordea Investment Management AB | 4,865 | $368.6K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,920 | $374.1K | 0.05% | +1,286+35.4% | Added |
| Corsair Capital Management, L.P. | 4,987 | $379.2K | 0.14% | −11,008−68.8% | Reduced |
| Bluefin Capital Management, LLC | – | $380.2K | 0.05% | – | – |
| The PNC Financial Services Group, Inc. | 5,063 | $385.0K | 0.00% | −95−1.8% | Reduced |
| DekaBank Deutsche Girozentrale | 5,305 | $389.0K | 0.00% | +841+18.8% | Added |
| Manufacturers Life Insurance Company, The | 5,131 | $390.2K | 0.00% | +223+4.5% | Added |
| Wedbush Securities Inc | 5,144 | $391.0K | 0.02% | +5,144 | New |
| US Bancorp | 5,276 | $401.2K | 0.00% | +1,481+39.0% | Added |
| Natixis | 5,305 | $403.4K | 0.00% | +697+15.1% | Added |
| National Bank of Canada | 5,500 | $422.5K | 0.00% | +715+14.9% | Added |
| Ibex Wealth Advisors | 5,732 | $436.0K | 0.11% | −366−6.0% | Reduced |
| Cetera Advisor Networks LLC | 5,744 | $436.8K | 0.00% | +112+2.0% | Added |
| Industrial Alliance Investment Management Inc. | 5,804 | $441.0K | 0.01% | +5,804 | New |
| Pearl River Capital, LLC | 5,836 | $443.8K | 0.07% | −37,483−86.5% | Reduced |
| Illinois Municipal Retirement Fund | 5,841 | $444.0K | 0.01% | +5,841 | New |
| Founders Financial Securities LLC | 5,916 | $449.9K | 0.06% | +567+10.6% | Added |
| Captrust Financial Advisors | 5,949 | $452.4K | 0.00% | −635−9.6% | Reduced |
| Davenport & Co LLC | 5,955 | $452.8K | 0.00% | +5,955 | New |
| Cetera Investment Advisers | 5,981 | $454.8K | 0.00% | +5,981 | New |
| Hancock Whitney Corp | 6,006 | $457.0K | 0.02% | −768−11.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,190 | $470.7K | 0.00% | +6,190 | New |
| FDx Advisors, Inc. | 4,996 | $471.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,218 | $472.8K | 0.01% | +804+14.9% | Added |
| Shell Asset Management Co | 6,284 | $478.0K | 0.02% | −22−0.3% | Reduced |
| Daiwa Securities Group Inc. | 6,400 | $487.0K | 0.00% | −2,430−27.5% | Reduced |
| State of Alaska, Department of Revenue | 6,555 | $498.0K | 0.01% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 6,596 | $501.6K | 0.01% | +262+4.1% | Added |
| First Hawaiian Bank | 6,622 | $503.5K | 0.02% | +1,217+22.5% | Added |
| Oppenheimer & Co Inc | 6,624 | $503.7K | 0.01% | +495+8.1% | Added |
| Meixler Investment Management, Ltd. | 6,637 | $504.7K | 0.49% | +655+10.9% | Added |
| Baldwin Investment Management, LLC | 6,755 | $513.6K | 0.09% | +6,755 | New |
| Capula Management Ltd | 6,876 | $522.9K | 0.05% | +6,876 | New |
| Private Advisor Group, LLC | 6,964 | $529.5K | 0.01% | −4,329−38.3% | Reduced |
| Capital Impact Advisors, LLC | 7,329 | $557.3K | 0.68% | +743+11.3% | Added |
| Arden Trust Co | 7,372 | $560.0K | 0.10% | −1,124−13.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,453 | $566.7K | 0.00% | −673−8.3% | Reduced |
| Westpac Banking Corp | 7,645 | $581.3K | 0.01% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,650 | $581.7K | 0.06% | +7,650 | New |
| Jefferies Financial Group Inc. | 7,676 | $583.7K | 0.01% | −59,249−88.5% | Reduced |
| Mercer Global Advisors Inc | 7,712 | $586.0K | 0.00% | +2,690+53.6% | Added |
| Diametric Capital, LP | 7,800 | $593.1K | 0.29% | +3,161+68.1% | Added |
| Leonteq Securities AG | 8,006 | $608.8K | 0.06% | +7,063+749.0% | Added |
| Independent Advisor Alliance | 8,071 | $613.7K | 0.03% | +8,071 | New |
| Engineers Gate Manager LP | 8,196 | $623.2K | 0.03% | +8,196 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,276 | $629.3K | 0.01% | +248+3.1% | Added |
| Advisory Services Network, LLC | 8,513 | $647.3K | 0.02% | +5,835+217.9% | Added |
| Twinbeech Capital LP | 8,592 | $653.3K | 0.01% | +8,592 | New |
| FIL Ltd | 8,868 | $674.3K | 0.00% | +8,868 | New |
| Barnett & Company, Inc. | 9,125 | $693.9K | 0.53% | +1,450+18.9% | Added |
| Teza Capital Management LLC | 9,387 | $713.8K | 0.15% | +3,949+72.6% | Added |
| Maryland State Retirement & Pension System | 9,390 | $714.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,639 | $733.0K | 0.01% | +9,639 | New |
| Clear Harbor Asset Management, LLC | 9,939 | $755.8K | 0.08% | +297+3.1% | Added |
| Evercore Wealth Management, LLC | 10,000 | $760.4K | 0.02% | 00.0% | Unchanged |