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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 280,918 | $21.4M | 0.01% | −65,125−18.8% | Reduced |
| Jennison Associates LLC | 283,252 | $21.5M | 0.02% | −527−0.2% | Reduced |
| HAP Trading, LLC | 285,395 | $21.7M | 5.27% | +285,395 | New |
| Causeway Capital Management LLC | 291,027 | $22.1M | 0.53% | +291,027 | New |
| AQR Capital Management LLC | 303,351 | $23.0M | 0.05% | −164,346−35.1% | Reduced |
| Point72 Asset Management, L.P. | 309,063 | $23.5M | 0.08% | +309,063 | New |
| Korea Investment CORP | 339,766 | $25.8M | 0.08% | +285,251+523.3% | Added |
| Ameriprise Financial Inc | 371,462 | $28.2M | 0.01% | −156,404−29.6% | Reduced |
| Van Eck Associates Corp | 387,034 | $29.4M | 0.07% | −153,537−28.4% | Reduced |
| Amundi | 410,679 | $31.5M | 0.02% | +49,328+13.7% | Added |
| UBS Asset Management Americas Inc | 436,366 | $33.2M | 0.02% | +482+0.1% | Added |
| Schwartz Investment Counsel Inc | 439,900 | $33.4M | 1.46% | +68,600+18.5% | Added |
| Swiss National Bank | 450,800 | $34.3M | 0.02% | +33,500+8.0% | Added |
| Janus Henderson Group PLC | 465,535 | $35.4M | 0.02% | +465,535 | New |
| Miller Value Partners, LLC | 472,989 | $36.0M | 2.25% | +89,789+23.4% | Added |
| Legal & General Group Plc | 478,487 | $36.4M | 0.01% | +35,162+7.9% | Added |
| Morgan Stanley | 496,642 | $37.8M | 0.00% | +81,270+19.6% | Added |
| Allianz Asset Management GmbH | 521,688 | $39.7M | 0.08% | +89,155+20.6% | Added |
| Nuveen Asset Management, LLC | 529,642 | $40.3M | 0.01% | −143,095−21.3% | Reduced |
| Northern Trust Corp | 562,473 | $42.8M | 0.01% | +15,421+2.8% | Added |
| SIR Capital Management, L.P. | 586,309 | $44.6M | 4.75% | +127,700+27.8% | Added |
| Charles Schwab Investment Management Inc | 590,763 | $44.9M | 0.01% | −1770.0% | Reduced |
| Macquarie Group Ltd | 603,691 | $45.9M | 0.05% | −21,499−3.4% | Reduced |
| Neuberger Berman Group LLC | 636,563 | $48.4M | 0.04% | +29,504+4.9% | Added |
| Voloridge Investment Management, LLC | 649,063 | $49.4M | 0.25% | +45,112+7.5% | Added |
| Bank of America Corp | 658,179 | $50.0M | 0.01% | −99,655−13.1% | Reduced |
| Kadensa Capital Ltd | 670,698 | $51.0M | 10.20% | +111,165+19.9% | Added |
| First Trust Advisors LP | 685,979 | $52.2M | 0.06% | −787,352−53.4% | Reduced |
| Cannell Peter B & Co Inc | 784,184 | $59.6M | 2.13% | +74,665+10.5% | Added |
| Thompson Siegel & Walmsley LLC | 787,443 | $59.9M | 0.97% | +114,233+17.0% | Added |
| Goldman Sachs Group Inc | 837,585 | $63.7M | 0.02% | −234,450−21.9% | Reduced |
| Two Sigma Investments, LP | 851,605 | $64.8M | 0.19% | −139,629−14.1% | Reduced |
| LSV Asset Management | 904,000 | $68.7M | 0.15% | −54,500−5.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 995,812 | $75.7M | 0.17% | +275,000+38.2% | Added |
| Invesco Ltd. | 1,130,641 | $86.0M | 0.02% | −157,022−12.2% | Reduced |
| Ceredex Value Advisors LLC | 1,214,627 | $92.4M | 1.44% | +698,627+135.4% | Added |
| JPMorgan Chase & Co | 1,300,566 | $98.9M | 0.01% | +71,598+5.8% | Added |
| Dimensional Fund Advisors LP | 1,370,504 | $104.2M | 0.04% | +336,775+32.6% | Added |
| T. Rowe Price Investment Management, Inc. | 1,610,664 | $122.5M | 0.09% | +1,610,664 | New |
| Pacer Advisors, Inc. | 1,760,727 | $133.9M | 0.57% | +781,540+79.8% | Added |
| Geode Capital Management, LLC | 1,777,160 | $135.0M | 0.02% | +39,463+2.3% | Added |
| Slate Path Capital LP | 1,909,000 | $145.2M | 6.82% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 2,109,882 | $160.4M | 0.02% | +647,380+44.3% | Added |
| Glendon Capital Management LP | 2,124,060 | $161.4M | 15.82% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 2,271,370 | $172.7M | 1.36% | −947,425−29.4% | Reduced |
| Bank of New York Mellon Corp | 2,281,115 | $173.5M | 0.04% | −74,426−3.2% | Reduced |
| State Street Corp | 2,308,022 | $175.5M | 0.01% | +89,942+4.1% | Added |
| Lord, Abbett & Co. LLC | 2,497,263 | $189.9M | 0.68% | +248,604+11.1% | Added |
| FMR LLC | 2,516,730 | $191.4M | 0.02% | −726,512−22.4% | Reduced |
| Clearbridge Investments, LLC | 2,658,457 | $202.1M | 0.19% | −3,750−0.1% | Reduced |
| Kimmeridge Energy Management Company, LLC | 2,714,693 | $206.4M | 9.40% | +150,000+5.8% | Added |
| Prudential Financial Inc | 2,918,883 | $222.0M | 0.35% | +9,586+0.3% | Added |
| Massachusetts Financial Services Co | 2,948,136 | $224.2M | 0.08% | +536,206+22.2% | Added |
| Wellington Management Group LLP | 4,936,328 | $375.4M | 0.07% | +166,911+3.5% | Added |
| BlackRock Inc. | 6,731,415 | $511.9M | 0.02% | −381,945−5.4% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 8,579,879 | $652.4M | 7.34% | −50,000−0.6% | Reduced |
| Capital World Investors | 9,851,353 | $749.1M | 0.15% | +2,9340.0% | Added |
| Blackstone Group Inc. | 12,665,899 | $963.1M | 4.05% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,729,583 | $968.0M | 0.02% | +242,887+1.9% | Added |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −717,556−100.0% | Sold out |
| Key Group Holdings (Cayman), Ltd. | 0 | $0 | 0.00% | −505,942−100.0% | Sold out |
| LSP Investment Advisors, LLC | 0 | $0 | 0.00% | −336,605−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −336,501−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −300,149−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −244,705−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −228,017−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −226,638−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −215,300−100.0% | Sold out |
| Lion Point Capital, LP | 0 | $0 | 0.00% | −174,250−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −160,652−100.0% | Sold out |
| Brigade Capital Management, LP | 0 | $0 | 0.00% | −115,975−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −106,400−100.0% | Sold out |
| Brightline Capital Management, LLC | 0 | $0 | 0.00% | −89,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −65,026−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −63,181−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −59,583−100.0% | Sold out |
| Cheyne Capital Management (UK) LLP | 0 | $0 | 0.00% | −39,506−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −39,469−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −32,982−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −31,159−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −29,870−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −26,770−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −24,464−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −20,766−100.0% | Sold out |
| Contrarian Capital Management, L.L.C. | 0 | $0 | 0.00% | −20,333−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −20,265−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −17,678−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −17,138−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −14,769−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,872−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −13,757−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −12,636−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,177−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −11,113−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −9,375−100.0% | Sold out |