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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 41,522 | $3.16M | 0.08% | +29,144+235.4% | Added |
| Arosa Capital Management LP | 41,960 | $3.19M | 0.97% | +21,400+104.1% | Added |
| Advisors Asset Management, Inc. | 43,737 | $3.33M | 0.07% | +29,164+200.1% | Added |
| Ancora Advisors, LLC | 44,450 | $3.38M | 0.10% | −430−1.0% | Reduced |
| PFS Investments Inc. | 45,040 | $3.39M | 0.06% | +1,549+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45,222 | $3.44M | 0.01% | +8,724+23.9% | Added |
| LPL Financial LLC | 45,536 | $3.46M | 0.00% | +7,204+18.8% | Added |
| Russell Investments Group, Ltd. | 45,616 | $3.47M | 0.01% | −44,587−49.4% | Reduced |
| Asset Management One Co.,Ltd. | 46,226 | $3.52M | 0.02% | +8,854+23.7% | Added |
| Rockefeller Capital Management L.P. | 46,507 | $3.54M | 0.02% | +244+0.5% | Added |
| Hartree Partners, LP | 47,100 | $3.58M | 2.35% | −31,000−39.7% | Reduced |
| CSS LLC | 47,392 | $3.60M | 0.27% | −629,360−93.0% | Reduced |
| Franklin Resources Inc | 48,884 | $3.72M | 0.00% | −115,065−70.2% | Reduced |
| Quaker Capital Investments, LLC | 49,167 | $3.74M | 1.49% | +49,167 | New |
| West Family Investments, Inc. | 50,000 | $3.80M | 1.51% | 00.0% | Unchanged |
| Nwam LLC | 50,042 | $3.81M | 0.39% | +5,946+13.5% | Added |
| Investment Management of Virginia LLC | 52,394 | $3.98M | 0.76% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 52,947 | $4.03M | 0.02% | +380+0.7% | Added |
| Highland Peak Capital, LLC | 54,510 | $4.14M | 3.23% | −176,647−76.4% | Reduced |
| Empowered Funds, LLC | 57,565 | $4.38M | 0.26% | +6,897+13.6% | Added |
| Ci Investments Inc. | 60,302 | $4.58M | 0.02% | −6,656−9.9% | Reduced |
| Nicholas Investment Partners, LP | 61,500 | $4.68M | 0.36% | −173,139−73.8% | Reduced |
| Public Employees Retirement System of Ohio | 62,514 | $4.75M | 0.02% | −1,130−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 64,476 | $4.90M | 0.02% | +6,454+11.1% | Added |
| Patient Capital Management, LLC | 64,500 | $4.90M | 2.18% | +26,500+69.7% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 65,000 | $4.94M | 10.28% | +65,000 | New |
| Janney Montgomery Scott LLC | 67,371 | $5.12M | 0.02% | +1,065+1.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 67,832 | $5.16M | 0.01% | +11,278+19.9% | Added |
| SFMG, LLC | 72,310 | $5.50M | 0.59% | 00.0% | Unchanged |
| OnyxPoint Global Management LP | 72,575 | $5.52M | 4.71% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 72,580 | $5.52M | 0.14% | −94,449−56.5% | Reduced |
| American Century Companies Inc | 74,080 | $5.62M | 0.00% | −3,177−4.1% | Reduced |
| Schroder Investment Management Group | 75,293 | $5.73M | 0.01% | −44,266−37.0% | Reduced |
| Mutual of America Capital Management LLC | 75,343 | $5.73M | 0.07% | −3,017−3.9% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 76,841 | $5.84M | 1.99% | +3,849+5.3% | Added |
| Huber Capital Management LLC | 80,383 | $6.11M | 1.51% | +343+0.4% | Added |
| Mackenzie Financial Corp | 80,769 | $6.14M | 0.01% | −99,323−55.2% | Reduced |
| Victory Capital Management Inc | 87,297 | $6.64M | 0.01% | −41,274−32.1% | Reduced |
| Credit Suisse AG | 88,499 | $6.73M | 0.01% | +5,682+6.9% | Added |
| Vident Investment Advisory, LLC | 88,930 | $6.76M | 0.22% | +11,234+14.5% | Added |
| Chartwell Investment Partners, LLC | 90,938 | $6.92M | 0.26% | +90,938 | New |
| Stifel Financial Corp | 92,289 | $7.02M | 0.01% | +22,762+32.7% | Added |
| Gilder Gagnon Howe & Co LLC | 94,126 | $7.16M | 0.12% | −69−0.1% | Reduced |
| Bandera Partners LLC | 95,000 | $7.22M | 2.97% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 95,600 | $7.27M | 0.01% | −567,820−85.6% | Reduced |
| Long Focus Capital Management, LLC | 96,175 | $7.31M | 1.18% | +5,000+5.5% | Added |
| Ensign Peak Advisors, Inc | 97,620 | $7.42M | 0.02% | +65,705+205.9% | Added |
| Cobalt Capital Management, Inc. | 100,000 | $7.60M | 2.77% | −210,000−67.7% | Reduced |
| Riposte Capital LLC | 100,000 | $7.60M | 3.46% | +6,773+7.3% | Added |
| Prospera Financial Services Inc | 100,772 | $7.66M | 0.31% | +4,495+4.7% | Added |
| Truist Financial Corp | 101,808 | $7.74M | 0.01% | −5,105−4.8% | Reduced |
| Two Sigma Advisers, LP | 104,087 | $7.91M | 0.02% | +74,813+255.6% | Added |
| Royal Bank of Canada | 111,739 | $8.50M | 0.00% | −12,199−9.8% | Reduced |
| Jane Street Group, LLC | 111,776 | $8.50M | 0.01% | −121,833−52.2% | Reduced |
| Employees Retirement System of Texas | 113,352 | $8.62M | 0.13% | +10.0% | Added |
| BancorpSouth Bank | 114,178 | $8.68M | 0.80% | +260+0.2% | Added |
| Marshall Wace, LLP | 115,367 | $8.77M | 0.02% | +115,367 | New |
| Citadel Advisors LLC | 117,477 | $8.93M | 0.01% | +112,217+2,133.4% | Added |
| Voya Investment Management LLC | 118,470 | $9.01M | 0.01% | +2,910+2.5% | Added |
| Squarepoint Ops LLC | 121,065 | $9.21M | 0.07% | +46,214+61.7% | Added |
| State Board of Administration of Florida Retirement System | 124,058 | $9.43M | 0.02% | −2,750−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 124,998 | $9.50M | 0.02% | −1,813,559−93.6% | Reduced |
| Knightsbridge Asset Management, LLC | 125,535 | $9.55M | 1.63% | +125,535 | New |
| Citigroup Inc | 126,822 | $9.64M | 0.01% | +9,483+8.1% | Added |
| Cubist Systematic Strategies, LLC | 127,033 | $9.66M | 0.09% | +103,066+430.0% | Added |
| Caption Management, LLC | 128,700 | $9.79M | 2.09% | +118,700+1,187.0% | Added |
| Rhumbline Advisers | 129,581 | $9.85M | 0.01% | −2,703−2.0% | Reduced |
| Ruffer LLP | 131,333 | $9.98M | 0.35% | −14,236−9.8% | Reduced |
| Janney Capital Management LLC | 138,744 | $10.6M | 0.79% | +3,491+2.6% | Added |
| Brandes Investment Partners, LP | 146,332 | $11.1M | 0.24% | +26,577+22.2% | Added |
| UBS Group AG | 148,885 | $11.3M | 0.01% | −12,434−7.7% | Reduced |
| CIBC Private Wealth Group, LLC | 150,300 | $11.4M | 0.03% | +150,300 | New |
| Nippon Life Global Investors Americas, Inc. | 150,460 | $11.4M | 0.73% | +150,460 | New |
| Qube Research & Technologies Ltd | 151,299 | $11.5M | 0.07% | +138,296+1,063.6% | Added |
| Principal Financial Group Inc | 151,923 | $11.6M | 0.01% | −5,034−3.2% | Reduced |
| State of Wisconsin Investment Board | 152,076 | $11.6M | 0.03% | +12,226+8.7% | Added |
| Royce & Associates LP | 159,245 | $12.1M | 0.12% | +31,800+25.0% | Added |
| Alliancebernstein L.P. | 159,524 | $12.1M | 0.01% | −8,986−5.3% | Reduced |
| Kempen Capital Management N.V. | 160,447 | $12.2M | 0.23% | +6,284+4.1% | Added |
| Thornburg Investment Management Inc | 164,419 | $12.5M | 0.21% | −109,260−39.9% | Reduced |
| TCW Group Inc | 171,738 | $13.1M | 0.17% | −18,662−9.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 181,724 | $13.8M | 0.03% | +170,459+1,513.2% | Added |
| California State Teachers Retirement System | 182,094 | $13.8M | 0.02% | +11,172+6.5% | Added |
| QVT Financial LP | 184,299 | $14.0M | 0.83% | 00.0% | Unchanged |
| Raymond James & Associates | 187,016 | $14.2M | 0.01% | +2,071+1.1% | Added |
| Susquehanna International Group, LLP | 195,264 | $14.8M | 0.02% | +26,697+15.8% | Added |
| Ninepoint Partners LP | 200,000 | $15.2M | 1.98% | +15,000+8.1% | Added |
| Wolf Hill Capital Management, LP | 200,777 | $15.3M | 1.63% | +200,777 | New |
| Sagefield Capital LP | 211,377 | $16.1M | 3.72% | +26,579+14.4% | Added |
| Wells Fargo & Company | 223,752 | $17.0M | 0.01% | +14,424+6.9% | Added |
| Merewether Investment Management, LP | 234,705 | $17.8M | 1.58% | +60,000+34.3% | Added |
| Barclays PLC | 236,631 | $18.0M | 0.02% | +146,119+161.4% | Added |
| California Public Employees Retirement System | 236,970 | $18.0M | 0.02% | −42,761−15.3% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 253,055 | $19.2M | 1.04% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 253,576 | $19.3M | 0.26% | +19,822+8.5% | Added |
| Whitebox Advisors LLC | 255,250 | $19.4M | 0.93% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 188,863 | $19.9M | 1.63% | −55,840−22.8% | Reduced |
| Alta Fundamental Advisers LLC | 263,940 | $20.1M | 8.50% | +3,000+1.1% | Added |
| Castle Hook Partners LP | 276,689 | $21.0M | 2.04% | −177,862−39.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 280,400 | $21.3M | 0.02% | +20,099+7.7% | Added |