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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 118,470 | $9.01M | 0.01% | +2,910+2.5% | Added |
| Citadel Advisors LLC | 117,477 | $8.93M | 0.01% | +112,217+2,133.4% | Added |
| Marshall Wace, LLP | 115,367 | $8.77M | 0.02% | +115,367 | New |
| BancorpSouth Bank | 114,178 | $8.68M | 0.80% | +260+0.2% | Added |
| Employees Retirement System of Texas | 113,352 | $8.62M | 0.13% | +10.0% | Added |
| Jane Street Group, LLC | 111,776 | $8.50M | 0.01% | −121,833−52.2% | Reduced |
| Royal Bank of Canada | 111,739 | $8.50M | 0.00% | −12,199−9.8% | Reduced |
| Two Sigma Advisers, LP | 104,087 | $7.91M | 0.02% | +74,813+255.6% | Added |
| Truist Financial Corp | 101,808 | $7.74M | 0.01% | −5,105−4.8% | Reduced |
| Prospera Financial Services Inc | 100,772 | $7.66M | 0.31% | +4,495+4.7% | 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 |
| Ensign Peak Advisors, Inc | 97,620 | $7.42M | 0.02% | +65,705+205.9% | Added |
| Long Focus Capital Management, LLC | 96,175 | $7.31M | 1.18% | +5,000+5.5% | Added |
| Renaissance Technologies LLC | 95,600 | $7.27M | 0.01% | −567,820−85.6% | Reduced |
| Bandera Partners LLC | 95,000 | $7.22M | 2.97% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 94,126 | $7.16M | 0.12% | −69−0.1% | Reduced |
| Stifel Financial Corp | 92,289 | $7.02M | 0.01% | +22,762+32.7% | Added |
| Chartwell Investment Partners, LLC | 90,938 | $6.92M | 0.26% | +90,938 | New |
| Vident Investment Advisory, LLC | 88,930 | $6.76M | 0.22% | +11,234+14.5% | Added |
| Credit Suisse AG | 88,499 | $6.73M | 0.01% | +5,682+6.9% | Added |
| Victory Capital Management Inc | 87,297 | $6.64M | 0.01% | −41,274−32.1% | Reduced |
| Mackenzie Financial Corp | 80,769 | $6.14M | 0.01% | −99,323−55.2% | Reduced |
| Huber Capital Management LLC | 80,383 | $6.11M | 1.51% | +343+0.4% | Added |
| Goehring & Rozencwajg Associates, LLC | 76,841 | $5.84M | 1.99% | +3,849+5.3% | Added |
| Mutual of America Capital Management LLC | 75,343 | $5.73M | 0.07% | −3,017−3.9% | Reduced |
| Schroder Investment Management Group | 75,293 | $5.73M | 0.01% | −44,266−37.0% | Reduced |
| American Century Companies Inc | 74,080 | $5.62M | 0.00% | −3,177−4.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 72,580 | $5.52M | 0.14% | −94,449−56.5% | Reduced |
| OnyxPoint Global Management LP | 72,575 | $5.52M | 4.71% | 00.0% | Unchanged |
| SFMG, LLC | 72,310 | $5.50M | 0.59% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 67,832 | $5.16M | 0.01% | +11,278+19.9% | Added |
| Janney Montgomery Scott LLC | 67,371 | $5.12M | 0.02% | +1,065+1.6% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 65,000 | $4.94M | 10.28% | +65,000 | New |
| Patient Capital Management, LLC | 64,500 | $4.90M | 2.18% | +26,500+69.7% | Added |
| State of New Jersey Common Pension Fund D | 64,476 | $4.90M | 0.02% | +6,454+11.1% | Added |
| Public Employees Retirement System of Ohio | 62,514 | $4.75M | 0.02% | −1,130−1.8% | Reduced |
| Nicholas Investment Partners, LP | 61,500 | $4.68M | 0.36% | −173,139−73.8% | Reduced |
| Ci Investments Inc. | 60,302 | $4.58M | 0.02% | −6,656−9.9% | Reduced |
| Empowered Funds, LLC | 57,565 | $4.38M | 0.26% | +6,897+13.6% | Added |
| Highland Peak Capital, LLC | 54,510 | $4.14M | 3.23% | −176,647−76.4% | Reduced |
| Treasurer of the State of North Carolina | 52,947 | $4.03M | 0.02% | +380+0.7% | Added |
| Investment Management of Virginia LLC | 52,394 | $3.98M | 0.76% | 00.0% | Unchanged |
| Nwam LLC | 50,042 | $3.81M | 0.39% | +5,946+13.5% | Added |
| West Family Investments, Inc. | 50,000 | $3.80M | 1.51% | 00.0% | Unchanged |
| Quaker Capital Investments, LLC | 49,167 | $3.74M | 1.49% | +49,167 | New |
| Franklin Resources Inc | 48,884 | $3.72M | 0.00% | −115,065−70.2% | Reduced |
| CSS LLC | 47,392 | $3.60M | 0.27% | −629,360−93.0% | Reduced |
| Hartree Partners, LP | 47,100 | $3.58M | 2.35% | −31,000−39.7% | Reduced |
| Rockefeller Capital Management L.P. | 46,507 | $3.54M | 0.02% | +244+0.5% | Added |
| Asset Management One Co.,Ltd. | 46,226 | $3.52M | 0.02% | +8,854+23.7% | Added |
| Russell Investments Group, Ltd. | 45,616 | $3.47M | 0.01% | −44,587−49.4% | Reduced |
| LPL Financial LLC | 45,536 | $3.46M | 0.00% | +7,204+18.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45,222 | $3.44M | 0.01% | +8,724+23.9% | Added |
| PFS Investments Inc. | 45,040 | $3.39M | 0.06% | +1,549+3.6% | Added |
| Ancora Advisors, LLC | 44,450 | $3.38M | 0.10% | −430−1.0% | Reduced |
| Advisors Asset Management, Inc. | 43,737 | $3.33M | 0.07% | +29,164+200.1% | Added |
| Arosa Capital Management LP | 41,960 | $3.19M | 0.97% | +21,400+104.1% | Added |
| Gotham Asset Management, LLC | 41,522 | $3.16M | 0.08% | +29,144+235.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,152 | $3.13M | 0.02% | +14,002+51.6% | Added |
| Oregon Public Employees Retirement Fund | 40,209 | $3.06M | 0.04% | −1,421−3.4% | Reduced |
| HSBC Holdings PLC | 39,750 | $3.02M | 0.00% | −11,929−23.1% | Reduced |
| Braun Stacey Associates Inc | 39,750 | $3.02M | 0.08% | +19,875+100.0% | Added |
| Envestnet Asset Management Inc | 379,681 | $2.95M | 0.00% | +263,644+227.2% | Added |
| Bank of Montreal | 36,770 | $2.80M | 0.00% | −6,797−15.6% | Reduced |
| Ulland Investment Advisors, LLC | 36,778 | $2.80M | 3.29% | −1,820−4.7% | Reduced |
| Credit Capital Investments LLC | 36,428 | $2.77M | 3.59% | +28,800+377.6% | Added |
| Penn Capital Management Co Inc | 35,547 | $2.76M | 0.28% | −18−0.1% | Reduced |
| First Eagle Investment Management, LLC | 35,972 | $2.74M | 0.01% | +5,936+19.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 35,958 | $2.73M | 1.35% | +1,730+5.1% | Added |
| Pictet Asset Management SA | 35,617 | $2.71M | 0.00% | −66,467−65.1% | Reduced |
| Pacific Global Investment Management CO | 34,754 | $2.64M | 0.58% | +1,648+5.0% | Added |
| Central Trust Co | 34,734 | $2.64M | 0.08% | −13,530−28.0% | Reduced |
| Hantz Financial Services, Inc. | 33,670 | $2.56M | 0.07% | +1,464+4.5% | Added |
| Arizona State Retirement System | 33,107 | $2.52M | 0.02% | +4,031+13.9% | Added |
| Hennessy Advisors Inc | 32,900 | $2.50M | 0.18% | −16,100−32.9% | Reduced |
| First Dallas Securities Inc. | 32,146 | $2.44M | 1.44% | +11,994+59.5% | Added |
| Guggenheim Capital LLC | 30,525 | $2.32M | 0.02% | +1,411+4.8% | Added |
| Toronto Dominion Bank | 30,450 | $2.31M | 0.00% | +1,564+5.4% | Added |
| Keeley-Teton Advisors, LLC | 30,213 | $2.30M | 0.28% | −604−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 29,500 | $2.24M | 0.01% | −22,600−43.4% | Reduced |
| Dark Forest Capital Management LP | 28,888 | $2.20M | 0.53% | +28,888 | New |
| Nomura Asset Management Co Ltd | 28,608 | $2.18M | 0.01% | +4,898+20.7% | Added |
| Commonwealth Equity Services, LLC | 28,120 | $2.14M | 0.00% | +6,729+31.5% | Added |
| South Dakota Investment Council | 27,993 | $2.13M | 0.05% | +27,993 | New |
| Robeco Institutional Asset Management B.V. | 27,967 | $2.13M | 0.01% | +27,967 | New |
| Easterly Investment Partners LLC | 27,702 | $2.11M | 0.19% | −22,292−44.6% | Reduced |
| Swiss Life Asset Management Ltd | 27,419 | $2.08M | 0.03% | +27,419 | New |
| Y-Intercept (Hong Kong) Ltd | 27,210 | $2.07M | 0.24% | +27,210 | New |
| Eisler Capital (US) LLC | 27,000 | $2.05M | 1.04% | +27,000 | New |
| Ergoteles LLC | 26,700 | $2.03M | 0.08% | +26,700 | New |
| Ossiam | 26,310 | $2.00M | 0.04% | +23,815+954.5% | Added |
| Amitell Capital Pte Ltd | 26,137 | $1.99M | 2.06% | 00.0% | Unchanged |
| KBC Group NV | 26,031 | $1.98M | 0.01% | +8,543+48.9% | Added |
| Walleye Trading LLC | 25,204 | $1.92M | 0.07% | +25,204 | New |
| Bridgeway Capital Management, LLC | 25,200 | $1.92M | 0.05% | +3,000+13.5% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.90M | 0.22% | 00.0% | Unchanged |
| Delphi Financial Group, Inc. | 24,700 | $1.88M | 0.93% | +24,700 | New |
| FORA Capital, LLC | 24,474 | $1.86M | 0.19% | +24,474 | New |
| Bramshill Investments, LLC | 23,787 | $1.81M | 0.22% | −28,299−54.3% | Reduced |