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 |
|---|---|---|---|---|---|
| Greatmark Investment Partners, Inc. | 23,468 | $1.78M | 0.32% | −3,702−13.6% | Reduced |
| SEI Investments Co | 23,367 | $1.78M | 0.00% | +12,362+112.3% | Added |
| Blue Rock Advisors, LLC | 22,466 | $1.71M | 3.83% | +22,466 | New |
| Settian Capital LP | 22,200 | $1.69M | 1.41% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 21,811 | $1.66M | 0.01% | −4,574−17.3% | Reduced |
| Jump Financial, LLC | 21,751 | $1.65M | 0.07% | +21,751 | New |
| Linden Thomas Advisory Services, LLC | 21,746 | $1.65M | 0.41% | +1,430+7.0% | Added |
| Utah Retirement Systems | 21,600 | $1.64M | 0.02% | +100+0.5% | Added |
| STRS Ohio | 21,531 | $1.64M | 0.01% | +5,027+30.5% | Added |
| Schonfeld Strategic Advisors LLC | 20,637 | $1.57M | 0.02% | +1,581+8.3% | Added |
| Amalgamated Bank | 20,439 | $1.55M | 0.01% | −21,451−51.2% | Reduced |
| IFM Investors Pty Ltd | 20,096 | $1.53M | 0.02% | +2,447+13.9% | Added |
| 1832 Asset Management L.P. | 20,039 | $1.52M | 0.00% | +16,468+461.2% | Added |
| Knott David M Jr | 20,000 | $1.52M | 0.64% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 19,812 | $1.51M | 0.05% | +2,788+16.4% | Added |
| Dynamic Technology Lab Private Ltd | 19,113 | $1.45M | 0.13% | +15,429+418.8% | Added |
| Independent Financial Group, LLC | 18,859 | $1.43M | 0.11% | −438−2.3% | Reduced |
| Redwood Capital Management, LLC | 18,824 | $1.43M | 0.21% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 18,365 | $1.40M | 0.01% | +3,241+21.4% | Added |
| HBK Investments L P | 18,269 | $1.39M | 0.05% | +18,269 | New |
| Prudential PLC | 17,844 | $1.36M | 0.02% | +1,843+11.5% | Added |
| TD Asset Management Inc | 17,788 | $1.35M | 0.00% | +812+4.8% | Added |
| Parallax Volatility Advisers, L.P. | 17,756 | $1.35M | 0.05% | +9,013+103.1% | Added |
| Cottage Street Advisors LLC | 17,395 | $1.32M | 1.03% | +13,395+334.9% | Added |
| X-Square Capital, LLC | 17,204 | $1.31M | 0.77% | +303+1.8% | Added |
| Keystone Investors Pte Ltd | 17,135 | $1.30M | 0.26% | +17,135 | New |
| NYL Investors LLC | 17,058 | $1.30M | 0.08% | 00.0% | Unchanged |
| DnB Asset Management AS | 16,451 | $1.25M | 0.01% | +308+1.9% | Added |
| SG Americas Securities, LLC | 15,563 | $1.18M | 0.02% | −18,081−53.7% | Reduced |
| Panagora Asset Management Inc | 15,406 | $1.17M | 0.01% | −117−0.8% | Reduced |
| Byrne Asset Management LLC | 15,350 | $1.17M | 0.83% | +433+2.9% | Added |
| Man Group plc | – | $1.16M | 0.00% | – | – |
| Vestmark Advisory Solutions, Inc. | 15,231 | $1.16M | 0.05% | +1,014+7.1% | Added |
| Walleye Capital LLC | 15,155 | $1.15M | 0.02% | +15,155 | New |
| Gulf International Bank (UK) Ltd | 15,148 | $1.15M | 0.02% | +483+3.3% | Added |
| Ares Management LLC | 15,000 | $1.14M | 0.06% | −1,667−10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 14,234 | $1.08M | 0.01% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 14,000 | $1.06M | 0.54% | −1,000−6.7% | Reduced |
| Connacht Asset Management LP | 13,970 | $1.06M | 3.05% | −15,022−51.8% | Reduced |
| Public Sector Pension Investment Board | 13,962 | $1.06M | 0.01% | +2,962+26.9% | Added |
| Hohimer Wealth Management, LLC | 13,794 | $1.05M | 0.30% | +7+0.1% | Added |
| CI Private Wealth, LLC | 13,757 | $1.05M | 0.00% | +2,628+23.6% | Added |
| Verition Fund Management LLC | 13,571 | $1.03M | 0.02% | +7,613+127.8% | Added |
| CMC Financial Group | 13,315 | $1.01M | 1.81% | +13,315 | New |
| Sunbelt Securities, Inc. | 13,476 | $1.01M | 0.16% | +13,476 | New |
| 44 Wealth Management LLC | 12,799 | $973.2K | 0.33% | +50+0.4% | Added |
| Simplex Trading, LLC | 12,650 | $961.0K | 0.04% | +12,650 | New |
| Oppenheimer Asset Management Inc. | 12,625 | $960.0K | 0.01% | +749+6.3% | Added |
| Nissay Asset Management Corp | 12,285 | $934.2K | 0.01% | +845+7.4% | Added |
| Worldquant Millennium Advisors LLC | 12,219 | $929.0K | 0.02% | +12,219 | New |
| Twin Tree Management, LP | 12,198 | $927.5K | 0.03% | +5,326+77.5% | Added |
| CWA Asset Management Group, LLC | 11,944 | $908.2K | 0.07% | −86,229−87.8% | Reduced |
| Advisor Group Holdings, Inc. | 11,910 | $907.2K | 0.00% | −9,371−44.0% | Reduced |
| Aurora Investment Counsel | 11,730 | $891.9K | 0.58% | +11,730 | New |
| Calamos Advisors LLC | 11,661 | $886.7K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,477 | $796.7K | 0.09% | +1,633+18.5% | Added |
| British Columbia Investment Management Corp | 10,139 | $771.0K | 0.01% | +1,024+11.2% | Added |
| Tectonic Advisors LLC | 10,088 | $767.1K | 0.10% | +1,120+12.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,054 | $765.0K | 0.00% | −16,252−61.8% | Reduced |
| Evercore Wealth Management, LLC | 10,000 | $760.4K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 9,939 | $755.8K | 0.08% | +297+3.1% | Added |
| D.A. Davidson & Co. | 9,639 | $733.0K | 0.01% | +9,639 | New |
| Maryland State Retirement & Pension System | 9,390 | $714.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 9,387 | $713.8K | 0.15% | +3,949+72.6% | Added |
| Barnett & Company, Inc. | 9,125 | $693.9K | 0.53% | +1,450+18.9% | Added |
| FIL Ltd | 8,868 | $674.3K | 0.00% | +8,868 | New |
| Twinbeech Capital LP | 8,592 | $653.3K | 0.01% | +8,592 | New |
| Advisory Services Network, LLC | 8,513 | $647.3K | 0.02% | +5,835+217.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,276 | $629.3K | 0.01% | +248+3.1% | Added |
| Engineers Gate Manager LP | 8,196 | $623.2K | 0.03% | +8,196 | New |
| Independent Advisor Alliance | 8,071 | $613.7K | 0.03% | +8,071 | New |
| Leonteq Securities AG | 8,006 | $608.8K | 0.06% | +7,063+749.0% | Added |
| Diametric Capital, LP | 7,800 | $593.1K | 0.29% | +3,161+68.1% | Added |
| Mercer Global Advisors Inc | 7,712 | $586.0K | 0.00% | +2,690+53.6% | Added |
| Jefferies Financial Group Inc. | 7,676 | $583.7K | 0.01% | −59,249−88.5% | Reduced |
| Adell Harriman & Carpenter Inc | 7,650 | $581.7K | 0.06% | +7,650 | New |
| Westpac Banking Corp | 7,645 | $581.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,453 | $566.7K | 0.00% | −673−8.3% | Reduced |
| Arden Trust Co | 7,372 | $560.0K | 0.10% | −1,124−13.2% | Reduced |
| Capital Impact Advisors, LLC | 7,329 | $557.3K | 0.68% | +743+11.3% | Added |
| Private Advisor Group, LLC | 6,964 | $529.5K | 0.01% | −4,329−38.3% | Reduced |
| Capula Management Ltd | 6,876 | $522.9K | 0.05% | +6,876 | New |
| Baldwin Investment Management, LLC | 6,755 | $513.6K | 0.09% | +6,755 | New |
| Meixler Investment Management, Ltd. | 6,637 | $504.7K | 0.49% | +655+10.9% | Added |
| Oppenheimer & Co Inc | 6,624 | $503.7K | 0.01% | +495+8.1% | Added |
| First Hawaiian Bank | 6,622 | $503.5K | 0.02% | +1,217+22.5% | Added |
| Confluence Investment Management LLC | 6,596 | $501.6K | 0.01% | +262+4.1% | Added |
| State of Alaska, Department of Revenue | 6,555 | $498.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 6,400 | $487.0K | 0.00% | −2,430−27.5% | Reduced |
| Shell Asset Management Co | 6,284 | $478.0K | 0.02% | −22−0.3% | Reduced |
| TownSquare Capital, LLC | 6,218 | $472.8K | 0.01% | +804+14.9% | Added |
| FDx Advisors, Inc. | 4,996 | $471.0K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,190 | $470.7K | 0.00% | +6,190 | New |
| Hancock Whitney Corp | 6,006 | $457.0K | 0.02% | −768−11.3% | Reduced |
| Cetera Investment Advisers | 5,981 | $454.8K | 0.00% | +5,981 | New |
| Davenport & Co LLC | 5,955 | $452.8K | 0.00% | +5,955 | New |
| Captrust Financial Advisors | 5,949 | $452.4K | 0.00% | −635−9.6% | Reduced |
| Founders Financial Securities LLC | 5,916 | $449.9K | 0.06% | +567+10.6% | Added |
| Illinois Municipal Retirement Fund | 5,841 | $444.0K | 0.01% | +5,841 | New |
| Pearl River Capital, LLC | 5,836 | $443.8K | 0.07% | −37,483−86.5% | Reduced |