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 |
|---|---|---|---|---|---|
| Industrial Alliance Investment Management Inc. | 5,804 | $441.0K | 0.01% | +5,804 | New |
| Cetera Advisor Networks LLC | 5,744 | $436.8K | 0.00% | +112+2.0% | Added |
| Ibex Wealth Advisors | 5,732 | $436.0K | 0.11% | −366−6.0% | Reduced |
| National Bank of Canada | 5,500 | $422.5K | 0.00% | +715+14.9% | Added |
| Natixis | 5,305 | $403.4K | 0.00% | +697+15.1% | Added |
| US Bancorp | 5,276 | $401.2K | 0.00% | +1,481+39.0% | Added |
| Wedbush Securities Inc | 5,144 | $391.0K | 0.02% | +5,144 | New |
| Manufacturers Life Insurance Company, The | 5,131 | $390.2K | 0.00% | +223+4.5% | Added |
| DekaBank Deutsche Girozentrale | 5,305 | $389.0K | 0.00% | +841+18.8% | Added |
| The PNC Financial Services Group, Inc. | 5,063 | $385.0K | 0.00% | −95−1.8% | Reduced |
| Bluefin Capital Management, LLC | – | $380.2K | 0.05% | – | – |
| Corsair Capital Management, L.P. | 4,987 | $379.2K | 0.14% | −11,008−68.8% | Reduced |
| CWM Advisors, LLC | 4,920 | $374.1K | 0.05% | +1,286+35.4% | Added |
| Nordea Investment Management AB | 4,865 | $368.6K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,838 | $367.9K | 0.01% | +78+1.6% | Added |
| HighTower Advisors, LLC | 4,795 | $364.0K | 0.00% | +608+14.5% | Added |
| Moloney Securities Asset Management, LLC | 4,692 | $356.8K | 0.07% | −2,290−32.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,556 | $346.5K | 0.00% | −8−0.2% | Reduced |
| Brinker Capital Investments, LLC | 4,556 | $346.5K | 0.00% | +4,556 | New |
| Lazard Asset Management LLC | 4,559 | $346.0K | 0.00% | −17,799−79.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,479 | $341.0K | 0.00% | −385−7.9% | Reduced |
| Toroso Investments, LLC | 4,432 | $337.0K | 0.01% | +250+6.0% | Added |
| State of Michigan Retirement System | 4,400 | $334.6K | 0.00% | 00.0% | Unchanged |
| HighVista Strategies LLC | 4,390 | $333.8K | 0.27% | +1,580+56.2% | Added |
| MML Investors Services, LLC | 4,312 | $328.0K | 0.00% | −10,913−71.7% | Reduced |
| Sciencast Management LP | 4,245 | $327.5K | 0.43% | +4,245 | New |
| Xponance, Inc. | 4,283 | $325.7K | 0.00% | +34+0.8% | Added |
| Moors & Cabot, Inc. | 4,181 | $317.9K | 0.02% | +4,181 | New |
| Wintrust Investments LLC | 4,125 | $314.0K | 0.04% | +1,120+37.3% | Added |
| Salem Investment Counselors Inc | 4,087 | $310.8K | 0.01% | −8,988−68.7% | Reduced |
| Aigen Investment Management, LP | 4,029 | $306.4K | 0.04% | −9,645−70.5% | Reduced |
| Spirit of America Management Corp | 4,000 | $304.2K | 0.07% | +4,000 | New |
| AAFMAA Wealth Management & Trust LLC | 3,887 | $295.6K | 0.24% | −1,639−29.7% | Reduced |
| Nisa Investment Advisors, LLC | 3,700 | $281.0K | 0.00% | +2,500+208.3% | Added |
| Bank of Nova Scotia | 3,689 | $280.5K | 0.00% | −2,170−37.0% | Reduced |
| M&T Bank Corp | 3,602 | $274.3K | 0.00% | +408+12.8% | Added |
| Mariner, LLC | 3,469 | $264.0K | 0.00% | −1,406−28.8% | Reduced |
| Balboa Wealth Partners | 3,429 | $260.7K | 0.10% | +3,429 | New |
| Jaffetilchin Investment Partners, LLC | 3,304 | $251.3K | 0.03% | +112+3.5% | Added |
| Stephens Inc | 3,250 | $247.1K | 0.00% | +113+3.6% | Added |
| CIBC Asset Management Inc | 3,216 | $244.5K | 0.00% | +205+6.8% | Added |
| Stonegate Investment Group, LLC | 3,201 | $243.4K | 0.01% | +156+5.1% | Added |
| Vontobel Holding Ltd. | 3,188 | $242.4K | 0.00% | −3,008−48.5% | Reduced |
| Capital Investment Advisory Services, LLC | 3,153 | $239.8K | 0.03% | +53+1.7% | Added |
| Tower Research Capital LLC (TRC) | 3,097 | $235.0K | 0.01% | +2,686+653.5% | Added |
| Seven Eight Capital, LP | 3,085 | $234.6K | 0.05% | +3,085 | New |
| Stratos Wealth Partners, LTD. | 3,079 | $234.1K | 0.01% | +3,079 | New |
| WBI Investments | 3,059 | $232.6K | 0.05% | +3,059 | New |
| Arlington Partners LLC | 3,000 | $228.1K | 0.03% | +3,000 | New |
| Symmetry Partners, LLC | 2,978 | $226.0K | 0.01% | −16,621−84.8% | Reduced |
| Alberta Investment Management Corp | 2,900 | $220.5K | 0.00% | +2,900 | New |
| Cim Investment Mangement Inc | 2,871 | $218.3K | 0.08% | +99+3.6% | Added |
| Ellsworth Advisors, LLC | 2,843 | $216.2K | 0.08% | +21+0.7% | Added |
| Bienville Capital Management, LLC | 2,824 | $214.7K | 0.08% | −111,179−97.5% | Reduced |
| L2 Asset Management, LLC | 2,819 | $214.4K | 0.13% | +2,819 | New |
| Blair William & Co | 2,770 | $210.6K | 0.00% | +2,770 | New |
| Allspring Global Investments Holdings, LLC | 2,756 | $209.6K | 0.00% | −17,672−86.5% | Reduced |
| Axxcess Wealth Management, LLC | 2,708 | $205.9K | 0.02% | +23+0.9% | Added |
| Terril Brothers, Inc. | 2,700 | $205.3K | 0.10% | −6,000−69.0% | Reduced |
| Texas Yale Capital Corp. | 2,650 | $201.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,649 | $201.4K | 0.01% | −10−0.4% | Reduced |
| MetLife Investment Management | 2,508 | $190.7K | 0.00% | +5+0.2% | Added |
| CWM, LLC | 2,446 | $186.0K | 0.00% | +110+4.7% | Added |
| Vestcor Inc | 2,437 | $185.0K | 0.01% | −25,000−91.1% | Reduced |
| Shay Capital LLC | 2,233 | $169.8K | 0.07% | +1,533+219.0% | Added |
| Seaport Global Advisors, LLC | 2,138 | $162.6K | 0.51% | +879+69.8% | Added |
| Caldwell Sutter Capital, Inc. | 2,125 | $161.6K | 0.12% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,042 | $155.0K | 0.13% | +17+0.8% | Added |
| Larson Financial Group LLC | 1,965 | $149.4K | 0.02% | −17,451−89.9% | Reduced |
| Machina Capital S.A.S. | 1,700 | $129.3K | 0.11% | +1,700 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,665 | $127.0K | 0.00% | +245+17.3% | Added |
| Meeder Asset Management Inc | 1,541 | $117.2K | 0.01% | −8,025−83.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,500 | $114.1K | 0.06% | +1,500 | New |
| Harvest Fund Management Co., Ltd | 1,495 | $114.0K | 0.03% | −2,413−61.7% | Reduced |
| IFP Advisors, Inc | 2,104 | $94.7K | 0.00% | −4,259−66.9% | Reduced |
| American International Group, Inc. | 1,219 | $92.7K | 0.00% | −27−2.2% | Reduced |
| Altshuler Shaham Ltd | 1,201 | $91.3K | 0.00% | +59+5.2% | Added |
| Bokf, NA | 1,146 | $87.1K | 0.00% | −33,000−96.6% | Reduced |
| Cutler Group LP | 1,061 | $80.0K | 0.01% | +420+65.5% | Added |
| Ostrum Asset Management | 1,023 | $77.8K | 0.01% | +1,023 | New |
| Federation des caisses Desjardins du Quebec | 969 | $73.7K | 0.00% | +151+18.5% | Added |
| Clear Street Markets LLC | 900 | $68.0K | 0.02% | −5,600−86.2% | Reduced |
| Covestor Ltd | 886 | $67.0K | 0.06% | +260+41.5% | Added |
| Princeton Global Asset Management LLC | 840 | $63.9K | 0.02% | +2+0.2% | Added |
| Northwest Investment Counselors, LLC | 800 | $60.8K | 0.02% | −200−20.0% | Reduced |
| Signaturefd, LLC | 772 | $58.7K | 0.00% | +98+14.5% | Added |
| Parallel Advisors, LLC | 685 | $52.1K | 0.00% | +335+95.7% | Added |
| Huntington National Bank | 680 | $51.7K | 0.00% | −25−3.5% | Reduced |
| Global Retirement Partners, LLC | 608 | $46.8K | 0.00% | +598+5,980.0% | Added |
| Cullen/Frost Bankers, Inc. | 600 | $45.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 565 | $43.0K | 0.01% | +457+423.1% | Added |
| Achmea Investment Management B.V. | 552 | $42.0K | 0.00% | −552−50.0% | Reduced |
| Disciplined Investments, LLC | 530 | $40.3K | 0.02% | +27+5.4% | Added |
| Westside Investment Management, Inc. | 520 | $39.5K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 450 | $34.2K | 0.02% | +11+2.5% | Added |
| Ronald Blue Trust, Inc. | 359 | $34.0K | 0.00% | −71−16.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 388 | $29.5K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 347 | $26.4K | 0.00% | +287+478.3% | Added |
| Exos TFP Holdings LLC | 307 | $23.3K | 0.01% | +224+269.9% | Added |
| Quadrant Capital Group LLC | 305 | $23.2K | 0.00% | −347−53.2% | Reduced |