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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 10,054 | $765.0K | 0.00% | −16,252−61.8% | Reduced |
| Tectonic Advisors LLC | 10,088 | $767.1K | 0.10% | +1,120+12.5% | Added |
| British Columbia Investment Management Corp | 10,139 | $771.0K | 0.01% | +1,024+11.2% | Added |
| Baker Tilly Wealth Management, LLC | 10,477 | $796.7K | 0.09% | +1,633+18.5% | Added |
| Calamos Advisors LLC | 11,661 | $886.7K | 0.00% | 00.0% | Unchanged |
| Aurora Investment Counsel | 11,730 | $891.9K | 0.58% | +11,730 | New |
| Advisor Group Holdings, Inc. | 11,910 | $907.2K | 0.00% | −9,371−44.0% | Reduced |
| CWA Asset Management Group, LLC | 11,944 | $908.2K | 0.07% | −86,229−87.8% | Reduced |
| Twin Tree Management, LP | 12,198 | $927.5K | 0.03% | +5,326+77.5% | Added |
| Worldquant Millennium Advisors LLC | 12,219 | $929.0K | 0.02% | +12,219 | New |
| Nissay Asset Management Corp | 12,285 | $934.2K | 0.01% | +845+7.4% | Added |
| Oppenheimer Asset Management Inc. | 12,625 | $960.0K | 0.01% | +749+6.3% | Added |
| Simplex Trading, LLC | 12,650 | $961.0K | 0.04% | +12,650 | New |
| 44 Wealth Management LLC | 12,799 | $973.2K | 0.33% | +50+0.4% | Added |
| Sunbelt Securities, Inc. | 13,476 | $1.01M | 0.16% | +13,476 | New |
| CMC Financial Group | 13,315 | $1.01M | 1.81% | +13,315 | New |
| Verition Fund Management LLC | 13,571 | $1.03M | 0.02% | +7,613+127.8% | Added |
| CI Private Wealth, LLC | 13,757 | $1.05M | 0.00% | +2,628+23.6% | Added |
| Hohimer Wealth Management, LLC | 13,794 | $1.05M | 0.30% | +7+0.1% | Added |
| Public Sector Pension Investment Board | 13,962 | $1.06M | 0.01% | +2,962+26.9% | Added |
| Connacht Asset Management LP | 13,970 | $1.06M | 3.05% | −15,022−51.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,000 | $1.06M | 0.54% | −1,000−6.7% | Reduced |
| Public Employees Retirement Association of Colorado | 14,234 | $1.08M | 0.01% | 00.0% | Unchanged |
| Ares Management LLC | 15,000 | $1.14M | 0.06% | −1,667−10.0% | Reduced |
| Gulf International Bank (UK) Ltd | 15,148 | $1.15M | 0.02% | +483+3.3% | Added |
| Walleye Capital LLC | 15,155 | $1.15M | 0.02% | +15,155 | New |
| Vestmark Advisory Solutions, Inc. | 15,231 | $1.16M | 0.05% | +1,014+7.1% | Added |
| Man Group plc | – | $1.16M | 0.00% | – | – |
| Byrne Asset Management LLC | 15,350 | $1.17M | 0.83% | +433+2.9% | Added |
| Panagora Asset Management Inc | 15,406 | $1.17M | 0.01% | −117−0.8% | Reduced |
| SG Americas Securities, LLC | 15,563 | $1.18M | 0.02% | −18,081−53.7% | Reduced |
| DnB Asset Management AS | 16,451 | $1.25M | 0.01% | +308+1.9% | Added |
| NYL Investors LLC | 17,058 | $1.30M | 0.08% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 17,135 | $1.30M | 0.26% | +17,135 | New |
| X-Square Capital, LLC | 17,204 | $1.31M | 0.77% | +303+1.8% | Added |
| Cottage Street Advisors LLC | 17,395 | $1.32M | 1.03% | +13,395+334.9% | Added |
| Parallax Volatility Advisers, L.P. | 17,756 | $1.35M | 0.05% | +9,013+103.1% | Added |
| TD Asset Management Inc | 17,788 | $1.35M | 0.00% | +812+4.8% | Added |
| Prudential PLC | 17,844 | $1.36M | 0.02% | +1,843+11.5% | Added |
| HBK Investments L P | 18,269 | $1.39M | 0.05% | +18,269 | New |
| Storebrand Asset Management AS | 18,365 | $1.40M | 0.01% | +3,241+21.4% | Added |
| Redwood Capital Management, LLC | 18,824 | $1.43M | 0.21% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,859 | $1.43M | 0.11% | −438−2.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,113 | $1.45M | 0.13% | +15,429+418.8% | Added |
| Miller Howard Investments Inc | 19,812 | $1.51M | 0.05% | +2,788+16.4% | Added |
| Knott David M Jr | 20,000 | $1.52M | 0.64% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 20,039 | $1.52M | 0.00% | +16,468+461.2% | Added |
| IFM Investors Pty Ltd | 20,096 | $1.53M | 0.02% | +2,447+13.9% | Added |
| Amalgamated Bank | 20,439 | $1.55M | 0.01% | −21,451−51.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,637 | $1.57M | 0.02% | +1,581+8.3% | Added |
| STRS Ohio | 21,531 | $1.64M | 0.01% | +5,027+30.5% | Added |
| Utah Retirement Systems | 21,600 | $1.64M | 0.02% | +100+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 21,746 | $1.65M | 0.41% | +1,430+7.0% | Added |
| Jump Financial, LLC | 21,751 | $1.65M | 0.07% | +21,751 | New |
| Teacher Retirement System of Texas | 21,811 | $1.66M | 0.01% | −4,574−17.3% | Reduced |
| Settian Capital LP | 22,200 | $1.69M | 1.41% | 00.0% | Unchanged |
| Blue Rock Advisors, LLC | 22,466 | $1.71M | 3.83% | +22,466 | New |
| SEI Investments Co | 23,367 | $1.78M | 0.00% | +12,362+112.3% | Added |
| Greatmark Investment Partners, Inc. | 23,468 | $1.78M | 0.32% | −3,702−13.6% | Reduced |
| Bramshill Investments, LLC | 23,787 | $1.81M | 0.22% | −28,299−54.3% | Reduced |
| FORA Capital, LLC | 24,474 | $1.86M | 0.19% | +24,474 | New |
| Delphi Financial Group, Inc. | 24,700 | $1.88M | 0.93% | +24,700 | New |
| American Assets Investment Management, LLC | 25,000 | $1.90M | 0.22% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,200 | $1.92M | 0.05% | +3,000+13.5% | Added |
| Walleye Trading LLC | 25,204 | $1.92M | 0.07% | +25,204 | New |
| KBC Group NV | 26,031 | $1.98M | 0.01% | +8,543+48.9% | Added |
| Amitell Capital Pte Ltd | 26,137 | $1.99M | 2.06% | 00.0% | Unchanged |
| Ossiam | 26,310 | $2.00M | 0.04% | +23,815+954.5% | Added |
| Ergoteles LLC | 26,700 | $2.03M | 0.08% | +26,700 | New |
| Eisler Capital (US) LLC | 27,000 | $2.05M | 1.04% | +27,000 | New |
| Y-Intercept (Hong Kong) Ltd | 27,210 | $2.07M | 0.24% | +27,210 | New |
| Swiss Life Asset Management Ltd | 27,419 | $2.08M | 0.03% | +27,419 | New |
| Easterly Investment Partners LLC | 27,702 | $2.11M | 0.19% | −22,292−44.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 27,967 | $2.13M | 0.01% | +27,967 | New |
| South Dakota Investment Council | 27,993 | $2.13M | 0.05% | +27,993 | New |
| Commonwealth Equity Services, LLC | 28,120 | $2.14M | 0.00% | +6,729+31.5% | Added |
| Nomura Asset Management Co Ltd | 28,608 | $2.18M | 0.01% | +4,898+20.7% | Added |
| Dark Forest Capital Management LP | 28,888 | $2.20M | 0.53% | +28,888 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 29,500 | $2.24M | 0.01% | −22,600−43.4% | Reduced |
| Keeley-Teton Advisors, LLC | 30,213 | $2.30M | 0.28% | −604−2.0% | Reduced |
| Toronto Dominion Bank | 30,450 | $2.31M | 0.00% | +1,564+5.4% | Added |
| Guggenheim Capital LLC | 30,525 | $2.32M | 0.02% | +1,411+4.8% | Added |
| First Dallas Securities Inc. | 32,146 | $2.44M | 1.44% | +11,994+59.5% | Added |
| Hennessy Advisors Inc | 32,900 | $2.50M | 0.18% | −16,100−32.9% | Reduced |
| Arizona State Retirement System | 33,107 | $2.52M | 0.02% | +4,031+13.9% | Added |
| Hantz Financial Services, Inc. | 33,670 | $2.56M | 0.07% | +1,464+4.5% | Added |
| Central Trust Co | 34,734 | $2.64M | 0.08% | −13,530−28.0% | Reduced |
| Pacific Global Investment Management CO | 34,754 | $2.64M | 0.58% | +1,648+5.0% | Added |
| Pictet Asset Management SA | 35,617 | $2.71M | 0.00% | −66,467−65.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 35,958 | $2.73M | 1.35% | +1,730+5.1% | Added |
| First Eagle Investment Management, LLC | 35,972 | $2.74M | 0.01% | +5,936+19.8% | Added |
| Penn Capital Management Co Inc | 35,547 | $2.76M | 0.28% | −18−0.1% | Reduced |
| Credit Capital Investments LLC | 36,428 | $2.77M | 3.59% | +28,800+377.6% | Added |
| Ulland Investment Advisors, LLC | 36,778 | $2.80M | 3.29% | −1,820−4.7% | Reduced |
| Bank of Montreal | 36,770 | $2.80M | 0.00% | −6,797−15.6% | Reduced |
| Envestnet Asset Management Inc | 379,681 | $2.95M | 0.00% | +263,644+227.2% | Added |
| Braun Stacey Associates Inc | 39,750 | $3.02M | 0.08% | +19,875+100.0% | Added |
| HSBC Holdings PLC | 39,750 | $3.02M | 0.00% | −11,929−23.1% | Reduced |
| Oregon Public Employees Retirement Fund | 40,209 | $3.06M | 0.04% | −1,421−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,152 | $3.13M | 0.02% | +14,002+51.6% | Added |