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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 106,771 | $8.94M | 0.31% | +17,841+20.1% | Added |
| Mackenzie Financial Corp | 106,596 | $8.93M | 0.01% | +25,827+32.0% | Added |
| Stifel Financial Corp | 105,491 | $8.83M | 0.01% | +13,202+14.3% | Added |
| Sasco Capital Inc | 104,580 | $8.75M | 1.04% | +104,580 | New |
| Jane Street Group, LLC | 103,393 | $8.65M | 0.01% | −8,383−7.5% | Reduced |
| UBS Group AG | 101,180 | $8.47M | 0.00% | −47,705−32.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 99,380 | $8.32M | 0.56% | −51,080−33.9% | Reduced |
| Long Focus Capital Management, LLC | 96,175 | $8.05M | 1.22% | 00.0% | Unchanged |
| Credit Suisse AG | 95,246 | $7.97M | 0.01% | +6,747+7.6% | Added |
| Citigroup Inc | 95,216 | $7.97M | 0.01% | −31,606−24.9% | Reduced |
| Bandera Partners LLC | 95,000 | $7.95M | 3.38% | 00.0% | Unchanged |
| Victory Capital Management Inc | 94,963 | $7.95M | 0.01% | +7,666+8.8% | Added |
| Chartwell Investment Partners, LLC | 93,706 | $7.84M | 0.28% | +2,768+3.0% | Added |
| Squarepoint Ops LLC | 88,338 | $7.39M | 0.04% | −32,727−27.0% | Reduced |
| Two Sigma Investments, LP | 88,329 | $7.39M | 0.02% | −763,276−89.6% | Reduced |
| Royal Bank of Canada | 88,035 | $7.37M | 0.00% | −23,704−21.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 87,298 | $7.31M | 0.10% | −6,828−7.3% | Reduced |
| Royce & Associates LP | 85,245 | $7.13M | 0.07% | −74,000−46.5% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 85,175 | $7.13M | 2.05% | +8,334+10.8% | Added |
| Segantii Capital Management Ltd | 85,000 | $7.11M | 0.43% | +85,000 | New |
| Weiss Multi-Strategy Advisers LLC | 84,459 | $7.07M | 0.15% | +11,879+16.4% | Added |
| American Century Companies Inc | 82,630 | $6.91M | 0.01% | +8,550+11.5% | Added |
| Truist Financial Corp | 81,237 | $6.80M | 0.01% | −20,571−20.2% | Reduced |
| Lonestar Capital Management LLC | 80,000 | $6.69M | 3.52% | +80,000 | New |
| LPL Financial LLC | 79,269 | $6.63M | 0.00% | +33,733+74.1% | Added |
| Allspring Global Investments Holdings, LLC | 77,487 | $6.48M | 0.01% | +74,731+2,711.6% | Added |
| Worldquant Millennium Advisors LLC | 77,079 | $6.45M | 0.11% | +64,860+530.8% | Added |
| Voloridge Investment Management, LLC | 76,024 | $6.36M | 0.03% | −573,039−88.3% | Reduced |
| Advisors Asset Management, Inc. | 72,861 | $6.10M | 0.12% | +29,124+66.6% | Added |
| OnyxPoint Global Management LP | 72,575 | $6.07M | 4.66% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 71,084 | $5.95M | 0.01% | +3,252+4.8% | Added |
| Janney Montgomery Scott LLC | 66,207 | $5.54M | 0.02% | −1,164−1.7% | Reduced |
| Knightsbridge Asset Management, LLC | 62,168 | $5.20M | 1.67% | −63,367−50.5% | Reduced |
| State of New Jersey Common Pension Fund D | 61,572 | $5.15M | 0.02% | −2,904−4.5% | Reduced |
| Nicholas Investment Partners, LP | 61,500 | $5.15M | 0.35% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61,296 | $5.13M | 0.01% | +16,074+35.5% | Added |
| Robeco Institutional Asset Management B.V. | 60,704 | $5.08M | 0.01% | +32,737+117.1% | Added |
| Clear Street Markets LLC | 60,600 | $5.07M | 2.10% | +59,700+6,633.3% | Added |
| Public Employees Retirement System of Ohio | 59,753 | $5.00M | 0.02% | −2,761−4.4% | Reduced |
| Treasurer of the State of North Carolina | 58,037 | $4.86M | 0.03% | +5,090+9.6% | Added |
| Franklin Resources Inc | 58,014 | $4.85M | 0.00% | +9,130+18.7% | Added |
| HSBC Holdings PLC | 56,083 | $4.70M | 0.01% | +16,333+41.1% | Added |
| Huber Capital Management LLC | 54,598 | $4.57M | 1.10% | −25,785−32.1% | Reduced |
| Hartree Partners, LP | 53,000 | $4.44M | 2.25% | +5,900+12.5% | Added |
| Mutual of America Capital Management LLC | 52,668 | $4.41M | 0.05% | −22,675−30.1% | Reduced |
| Ontario Teachers Pension Plan Board | 52,544 | $4.40M | 0.05% | +52,544 | New |
| Pinnacle Associates Ltd | 52,383 | $4.38M | 0.08% | +52,383 | New |
| West Family Investments, Inc. | 50,000 | $4.18M | 1.63% | 00.0% | Unchanged |
| Nwam LLC | 49,859 | $4.17M | 0.34% | −183−0.4% | Reduced |
| Nomura Holdings Inc | 49,457 | $4.14M | 0.04% | +49,457 | New |
| Twin Tree Management, LP | 48,583 | $4.07M | 0.08% | +36,385+298.3% | Added |
| PFS Investments Inc. | 46,981 | $3.93M | 0.06% | +1,941+4.3% | Added |
| Rockefeller Capital Management L.P. | 46,767 | $3.91M | 0.02% | +260+0.6% | Added |
| Envestnet Asset Management Inc | 46,106 | $3.86M | 0.00% | −333,575−87.9% | Reduced |
| Asset Management One Co.,Ltd. | 45,276 | $3.79M | 0.02% | −950−2.1% | Reduced |
| Ancora Advisors, LLC | 44,490 | $3.72M | 0.10% | +40+0.1% | Added |
| Susquehanna International Group, LLP | 43,882 | $3.67M | 0.01% | −151,382−77.5% | Reduced |
| Jupiter Asset Management Ltd | 43,098 | $3.61M | 0.04% | +43,098 | New |
| Russell Investments Group, Ltd. | 39,604 | $3.31M | 0.01% | −6,012−13.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 38,600 | $3.23M | 0.01% | +9,100+30.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,538 | $3.22M | 0.01% | −2,614−6.4% | Reduced |
| First Dallas Securities Inc. | 38,448 | $3.22M | 1.79% | +6,302+19.6% | Added |
| Dark Forest Capital Management LP | 38,245 | $3.20M | 0.33% | +9,357+32.4% | Added |
| Ci Investments Inc. | 37,187 | $3.11M | 0.02% | −23,115−38.3% | Reduced |
| Wedge Capital Management L L P | 36,860 | $3.08M | 0.05% | +36,860 | New |
| Schroder Investment Management Group | 36,813 | $3.08M | 0.00% | −38,480−51.1% | Reduced |
| Oregon Public Employees Retirement Fund | 35,775 | $2.99M | 0.04% | −4,434−11.0% | Reduced |
| Pacific Global Investment Management CO | 35,607 | $2.98M | 0.62% | +853+2.5% | Added |
| Bank of Montreal | 35,197 | $2.95M | 0.00% | −1,573−4.3% | Reduced |
| Credit Capital Investments LLC | 35,018 | $2.93M | 3.82% | −1,410−3.9% | Reduced |
| Ulland Investment Advisors, LLC | 34,851 | $2.92M | 2.99% | −1,927−5.2% | Reduced |
| Hantz Financial Services, Inc. | 34,370 | $2.88M | 0.07% | +700+2.1% | Added |
| Easterly Investment Partners LLC | 34,075 | $2.85M | 0.26% | +6,373+23.0% | Added |
| Penn Capital Management Co Inc | 33,719 | $2.82M | 0.27% | −1,828−5.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 32,425 | $2.71M | 1.35% | −3,533−9.8% | Reduced |
| Hennessy Advisors Inc | 32,100 | $2.69M | 0.19% | −800−2.4% | Reduced |
| Freestone Capital Holdings, LLC | 32,000 | $2.68M | 0.11% | +32,000 | New |
| Arizona State Retirement System | 31,251 | $2.62M | 0.02% | −1,856−5.6% | Reduced |
| SEI Investments Co | 30,634 | $2.56M | 0.00% | +7,267+31.1% | Added |
| Walleye Trading LLC | 29,629 | $2.48M | 0.13% | +4,425+17.6% | Added |
| Keeley-Teton Advisors, LLC | 29,548 | $2.47M | 0.32% | −665−2.2% | Reduced |
| Miller Value Partners, LLC | 29,200 | $2.44M | 1.61% | −443,789−93.8% | Reduced |
| Nomura Asset Management Co Ltd | 28,608 | $2.39M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,716 | $2.32M | 0.00% | −404−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 27,419 | $2.29M | 0.03% | 00.0% | Unchanged |
| Toronto Dominion Bank | 26,915 | $2.25M | 0.00% | −3,535−11.6% | Reduced |
| South Dakota Investment Council | 26,193 | $2.19M | 0.05% | −1,800−6.4% | Reduced |
| Amitell Capital Pte Ltd | 26,137 | $2.19M | 1.75% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 25,483 | $2.13M | 0.01% | −10,489−29.2% | Reduced |
| Greatmark Investment Partners, Inc. | 25,438 | $2.13M | 0.36% | +1,970+8.4% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.09M | 0.23% | 00.0% | Unchanged |
| KBC Group NV | 24,715 | $2.07M | 0.01% | −1,316−5.1% | Reduced |
| Delphi Financial Group, Inc. | 24,700 | $2.07M | 1.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 24,312 | $2.03M | 0.14% | +5,453+28.9% | Added |
| Guggenheim Capital LLC | 23,784 | $1.99M | 0.02% | −6,741−22.1% | Reduced |
| Bramshill Investments, LLC | 23,519 | $1.97M | 0.18% | −268−1.1% | Reduced |
| Central Trust Co | 22,765 | $1.90M | 0.05% | −11,969−34.5% | Reduced |
| Alberta Investment Management Corp | 22,483 | $1.88M | 0.02% | +19,583+675.3% | Added |
| Bridgeway Capital Management, LLC | 22,200 | $1.86M | 0.04% | −3,000−11.9% | Reduced |
| Settian Capital LP | 22,200 | $1.86M | 1.55% | 00.0% | Unchanged |