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; 853 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, Q2 2023
Institutional positions in Expand Energy Corp as of Jun 30, 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
- 457
- 0 vs. Q1 2023
- Shares held
- 129.7M
- +1.53M (+1.2%) vs. Q1 2023
- Total value
- $10.9B
- +$1.13B (+11.6%) vs. Q1 2023
- New holders
- 66
- 158 more added
- Sold out
- 66
- 161 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 853 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 2,649 | $221.7K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,650 | $221.8K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,673 | $223.7K | 0.02% | −35−1.3% | Reduced |
| Terril Brothers, Inc. | 2,700 | $225.9K | 0.10% | 00.0% | Unchanged |
| Stephens Inc | 2,719 | $227.5K | 0.00% | −531−16.3% | Reduced |
| Blair William & Co | 2,770 | $231.8K | 0.00% | 00.0% | Unchanged |
| Ruffer LLP | 2,782 | $232.8K | 0.01% | −128,551−97.9% | Reduced |
| Moloney Securities Asset Management, LLC | 2,857 | $239.1K | 0.04% | −1,835−39.1% | Reduced |
| Ellsworth Advisors, LLC | 2,863 | $239.6K | 0.08% | +20+0.7% | Added |
| Cim Investment Mangement Inc | 2,871 | $240.2K | 0.08% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,872 | $240.3K | 0.01% | −14,884−83.8% | Reduced |
| L2 Asset Management, LLC | 3,070 | $248.9K | 0.12% | +251+8.9% | Added |
| Arlington Partners LLC | 3,000 | $251.0K | 0.04% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,011 | $252.0K | 0.01% | +1,346+80.8% | Added |
| LGT Group Foundation | 3,040 | $254.4K | 0.01% | +3,040 | New |
| Kestra Advisory Services, LLC | 3,051 | $255.3K | 0.00% | +3,051 | New |
| Shell Asset Management Co | 3,060 | $256.0K | 0.01% | −3,224−51.3% | Reduced |
| Leonteq Securities AG | 3,112 | $260.4K | 0.03% | −4,894−61.1% | Reduced |
| Landscape Capital Management, L.L.C. | 3,120 | $261.1K | 0.03% | +3,120 | New |
| National Asset Management, Inc. | 3,146 | $263.3K | 0.01% | +3,146 | New |
| Stonegate Investment Group, LLC | 3,201 | $267.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 3,218 | $269.3K | 0.00% | −251−7.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,394 | $284.0K | 0.08% | +3,394 | New |
| Stratos Wealth Partners, LTD. | 3,442 | $288.0K | 0.01% | +363+11.8% | Added |
| Balboa Wealth Partners | 3,526 | $295.0K | 0.10% | +97+2.8% | Added |
| Advisor Partners II, LLC | 3,548 | $296.9K | 0.01% | +3,548 | New |
| Balyasny Asset Management LLC | 3,550 | $297.1K | 0.00% | +3,550 | New |
| Wolverine Trading, LLC | 3,766 | $316.3K | 0.00% | +3,766 | New |
| Spirit of America Management Corp | 4,000 | $334.7K | 0.08% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,000 | $334.7K | 0.02% | +4,000 | New |
| AAFMAA Wealth Management & Trust LLC | 4,061 | $339.8K | 0.28% | +174+4.5% | Added |
| Moors & Cabot, Inc. | 4,181 | $349.9K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 4,221 | $353.2K | 0.16% | −3,579−45.9% | Reduced |
| Bartlett & Co. LLC | 4,245 | $355.0K | 0.01% | +4,245 | New |
| Bartlett & Co. Wealth Management LLC | 4,245 | $355.2K | 0.01% | +4,245 | New |
| Wintrust Investments LLC | 4,255 | $356.0K | 0.04% | +130+3.2% | Added |
| Hancock Whitney Corp | 4,265 | $357.0K | 0.01% | −1,741−29.0% | Reduced |
| Symmetry Partners, LLC | 4,277 | $358.0K | 0.02% | +1,299+43.6% | Added |
| FORA Capital, LLC | 4,333 | $362.6K | 0.05% | −20,141−82.3% | Reduced |
| Xponance, Inc. | 4,468 | $373.9K | 0.00% | +185+4.3% | Added |
| M&T Bank Corp | 4,585 | $384.0K | 0.00% | +983+27.3% | Added |
| Procyon Private Wealth Partners, LLC | 4,615 | $386.2K | 0.05% | +4,615 | New |
| CWM Advisors, LLC | 4,661 | $390.0K | 0.05% | −259−5.3% | Reduced |
| Arden Trust Co | 4,673 | $391.0K | 0.06% | −2,699−36.6% | Reduced |
| Nordea Investment Management AB | 4,865 | $405.7K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,880 | $408.0K | 0.01% | +4,880 | New |
| Manufacturers Life Insurance Company, The | 5,042 | $421.9K | 0.00% | −89−1.7% | Reduced |
| Winton Group Ltd | 5,066 | $423.9K | 0.04% | +5,066 | New |
| Salem Investment Counselors Inc | 5,259 | $440.1K | 0.02% | +1,172+28.7% | Added |
| Baldwin Investment Management, LLC | 5,325 | $445.6K | 0.07% | −1,430−21.2% | Reduced |
| EFG Asset Management (North America) Corp. | 5,349 | $447.6K | 0.10% | +5,349 | New |
| Guidance Capital, Inc | 5,396 | $458.4K | 0.20% | +5,396 | New |
| DekaBank Deutsche Girozentrale | 5,556 | $460.0K | 0.00% | +251+4.7% | Added |
| Ossiam | 5,540 | $463.6K | 0.01% | −20,770−78.9% | Reduced |
| US Bancorp | 5,626 | $470.8K | 0.00% | +350+6.6% | Added |
| Denali Advisors LLC | 5,795 | $484.9K | 0.17% | +5,795 | New |
| Cetera Investment Advisers | 6,010 | $502.9K | 0.00% | +29+0.5% | Added |
| The PNC Financial Services Group, Inc. | 6,015 | $503.4K | 0.00% | +952+18.8% | Added |
| Adell Harriman & Carpenter Inc | 6,050 | $506.9K | 0.05% | −1,600−20.9% | Reduced |
| Mirabella Financial Services LLP | 6,132 | $513.1K | 0.06% | +6,132 | New |
| State of Michigan Retirement System | 6,300 | $527.2K | 0.00% | +1,900+43.2% | Added |
| Confluence Investment Management LLC | 6,396 | $535.2K | 0.01% | −200−3.0% | Reduced |
| Daiwa Securities Group Inc. | 6,400 | $536.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 6,437 | $538.6K | 0.14% | +6,437 | New |
| Oppenheimer & Co Inc | 6,448 | $539.6K | 0.01% | −176−2.7% | Reduced |
| Captrust Financial Advisors | 6,480 | $542.2K | 0.00% | +531+8.9% | Added |
| Meixler Investment Management, Ltd. | 6,526 | $546.1K | 0.51% | −111−1.7% | Reduced |
| State of Alaska, Department of Revenue | 6,555 | $548.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,603 | $552.5K | 0.07% | +687+11.6% | Added |
| Moran Wealth Management, LLC | 6,612 | $553.3K | 0.02% | +6,612 | New |
| First Hawaiian Bank | 6,622 | $554.1K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,679 | $558.9K | 0.01% | +6,679 | New |
| CIBC Asset Management Inc | 6,752 | $565.0K | 0.00% | +3,536+110.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,761 | $565.8K | 0.06% | −20,449−75.2% | Reduced |
| HighTower Advisors, LLC | 6,878 | $574.0K | 0.00% | +2,083+43.4% | Added |
| Brinker Capital Investments, LLC | 6,994 | $585.3K | 0.01% | +2,438+53.5% | Added |
| Orion Portfolio Solutions, LLC | 6,994 | $585.3K | 0.01% | +2,438+53.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,996 | $585.4K | 0.00% | −457−6.1% | Reduced |
| Mercer Global Advisors Inc | 7,018 | $587.0K | 0.00% | −694−9.0% | Reduced |
| MML Investors Services, LLC | 7,046 | $590.0K | 0.00% | +2,734+63.4% | Added |
| Connacht Asset Management LP | 7,097 | $593.9K | 2.02% | −6,873−49.2% | Reduced |
| Seven Eight Capital, LP | 7,114 | $595.3K | 0.10% | +4,029+130.6% | Added |
| Avantax Advisory Services, Inc. | 7,504 | $627.9K | 0.01% | +7,504 | New |
| Point72 Middle East FZE | 7,528 | $629.9K | 0.03% | +7,528 | New |
| Advisor Group Holdings, Inc. | 7,666 | $641.1K | 0.00% | −4,244−35.6% | Reduced |
| HighVista Strategies LLC | 7,916 | $662.4K | 0.30% | +3,526+80.3% | Added |
| Advisory Services Network, LLC | 8,036 | $672.4K | 0.02% | −477−5.6% | Reduced |
| Independent Advisor Alliance | 8,171 | $683.8K | 0.03% | +100+1.2% | Added |
| Quantbot Technologies LP | 8,208 | $686.8K | 0.04% | +8,208 | New |
| Capital Impact Advisors, LLC | 8,227 | $688.4K | 0.76% | +898+12.3% | Added |
| FIL Ltd | 8,245 | $689.9K | 0.00% | −623−7.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,303 | $694.8K | 0.01% | +27+0.3% | Added |
| Man Group plc | 8,319 | $696.1K | 0.00% | – | – |
| CI Private Wealth, LLC | 8,594 | $719.1K | 0.00% | −5,163−37.5% | Reduced |
| HRT Financial LP | 8,639 | $722.0K | 0.01% | +8,639 | New |
| Wedbush Securities Inc | 8,913 | $746.0K | 0.04% | +3,769+73.3% | Added |
| Cetera Advisor Networks LLC | 9,026 | $755.3K | 0.01% | +3,282+57.1% | Added |
| Verition Fund Management LLC | 9,209 | $770.6K | 0.01% | −4,362−32.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,251 | $774.0K | 0.00% | −803−8.0% | Reduced |
| Prudential PLC | 9,372 | $784.2K | 0.01% | −8,472−47.5% | Reduced |