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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 21,800 | $1.82M | 0.03% | +200+0.9% | Added |
| Empowered Funds, LLC | 21,554 | $1.80M | 0.06% | −36,011−62.6% | Reduced |
| EA Series Trust | 21,554 | $1.80M | 0.06% | +21,554 | New |
| IFM Investors Pty Ltd | 20,383 | $1.71M | 0.02% | +287+1.4% | Added |
| Braun Stacey Associates Inc | 20,025 | $1.68M | 0.08% | −19,725−49.6% | Reduced |
| Knott David M Jr | 20,000 | $1.67M | 0.71% | 00.0% | Unchanged |
| DRW Securities, LLC | 20,000 | $1.67M | 0.13% | +20,000 | New |
| Bokf, NA | 20,000 | $1.67M | 0.03% | +18,854+1,645.2% | Added |
| Storebrand Asset Management AS | 19,517 | $1.63M | 0.01% | +1,152+6.3% | Added |
| Aigen Investment Management, LP | 18,966 | $1.59M | 0.23% | +14,937+370.7% | Added |
| Dynamic Technology Lab Private Ltd | 18,841 | $1.58M | 0.20% | −272−1.4% | Reduced |
| Redwood Capital Management, LLC | 18,824 | $1.58M | 0.23% | 00.0% | Unchanged |
| Amalgamated Bank | 18,736 | $1.57M | 0.01% | −1,703−8.3% | Reduced |
| Panagora Asset Management Inc | 18,564 | $1.55M | 0.01% | +3,158+20.5% | Added |
| 1832 Asset Management L.P. | 18,174 | $1.52M | 0.00% | −1,865−9.3% | Reduced |
| Teacher Retirement System of Texas | 17,766 | $1.49M | 0.01% | −4,045−18.5% | Reduced |
| STRS Ohio | 17,752 | $1.49M | 0.01% | −3,779−17.6% | Reduced |
| NYL Investors LLC | 17,058 | $1.43M | 0.06% | 00.0% | Unchanged |
| DnB Asset Management AS | 16,451 | $1.38M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,025 | $1.34M | 0.04% | +12,928+417.4% | Added |
| Byrne Asset Management LLC | 15,455 | $1.29M | 0.84% | +105+0.7% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 15,000 | $1.26M | 2.57% | −50,000−76.9% | Reduced |
| Ares Management LLC | 15,000 | $1.26M | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 15,085 | $1.24M | 0.00% | +9,585+174.3% | Added |
| Vestmark Advisory Solutions, Inc. | 14,815 | $1.24M | 0.05% | −416−2.7% | Reduced |
| Lazard Asset Management LLC | 14,496 | $1.21M | 0.00% | +9,937+218.0% | Added |
| TD Asset Management Inc | 14,162 | $1.19M | 0.00% | −3,626−20.4% | Reduced |
| Public Employees Retirement Association of Colorado | 13,998 | $1.17M | 0.01% | −236−1.7% | Reduced |
| X-Square Capital, LLC | 13,730 | $1.15M | 0.77% | −3,474−20.2% | Reduced |
| Davenport & Co LLC | 13,510 | $1.13M | 0.01% | +7,555+126.9% | Added |
| Barnett & Company, Inc. | 13,500 | $1.13M | 0.84% | +4,375+47.9% | Added |
| Sunbelt Securities, Inc. | 13,476 | $1.13M | 0.16% | 00.0% | Unchanged |
| Creative Planning | 13,400 | $1.12M | 0.00% | +13,399+1,339,900.0% | Added |
| Hohimer Wealth Management, LLC | 13,328 | $1.12M | 0.31% | −466−3.4% | Reduced |
| CMC Financial Group | 13,207 | $1.11M | 2.10% | −108−0.8% | Reduced |
| 44 Wealth Management LLC | 12,803 | $1.07M | 0.37% | +40.0% | Added |
| Public Sector Pension Investment Board | 12,662 | $1.06M | 0.01% | −1,300−9.3% | Reduced |
| Blue Rock Advisors, LLC | 12,535 | $1.05M | 2.78% | −9,931−44.2% | Reduced |
| CWA Asset Management Group, LLC | 12,294 | $1.03M | 0.07% | +350+2.9% | Added |
| TownSquare Capital, LLC | 12,288 | $1.03M | 0.02% | +6,070+97.6% | Added |
| Oppenheimer Asset Management Inc. | 12,251 | $1.03M | 0.02% | −374−3.0% | Reduced |
| Nissay Asset Management Corp | 11,955 | $1.00M | 0.01% | −330−2.7% | Reduced |
| Aurora Investment Counsel | 11,730 | $981.6K | 0.63% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 11,715 | $980.0K | 0.02% | −3,433−22.7% | Reduced |
| Calamos Advisors LLC | 11,661 | $975.8K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,394 | $953.0K | 0.03% | +6,962+157.1% | Added |
| Pearl River Capital, LLC | 11,218 | $938.7K | 0.15% | +5,382+92.2% | Added |
| Private Advisor Group, LLC | 11,156 | $935.8K | 0.01% | +4,192+60.2% | Added |
| Baker Tilly Wealth Management, LLC | 11,178 | $935.3K | 0.10% | +701+6.7% | Added |
| Tectonic Advisors LLC | 11,075 | $926.8K | 0.11% | +987+9.8% | Added |
| Cubist Systematic Strategies, LLC | 10,815 | $905.0K | 0.01% | −116,218−91.5% | Reduced |
| D.A. Davidson & Co. | 10,751 | $899.7K | 0.01% | +1,112+11.5% | Added |
| XTX Topco Ltd | 10,676 | $893.4K | 0.16% | +10,676 | New |
| Clear Harbor Asset Management, LLC | 10,399 | $870.2K | 0.09% | +460+4.6% | Added |
| British Columbia Investment Management Corp | 10,371 | $867.8K | 0.01% | +232+2.3% | Added |
| Maryland State Retirement & Pension System | 10,027 | $839.1K | 0.02% | +637+6.8% | Added |
| Evercore Wealth Management, LLC | 10,000 | $836.8K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 9,372 | $784.2K | 0.01% | −8,472−47.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,251 | $774.0K | 0.00% | −803−8.0% | Reduced |
| Verition Fund Management LLC | 9,209 | $770.6K | 0.01% | −4,362−32.1% | Reduced |
| Cetera Advisor Networks LLC | 9,026 | $755.3K | 0.01% | +3,282+57.1% | Added |
| Wedbush Securities Inc | 8,913 | $746.0K | 0.04% | +3,769+73.3% | Added |
| HRT Financial LP | 8,639 | $722.0K | 0.01% | +8,639 | New |
| CI Private Wealth, LLC | 8,594 | $719.1K | 0.00% | −5,163−37.5% | Reduced |
| Man Group plc | 8,319 | $696.1K | 0.00% | – | – |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,303 | $694.8K | 0.01% | +27+0.3% | Added |
| FIL Ltd | 8,245 | $689.9K | 0.00% | −623−7.0% | Reduced |
| Capital Impact Advisors, LLC | 8,227 | $688.4K | 0.76% | +898+12.3% | Added |
| Quantbot Technologies LP | 8,208 | $686.8K | 0.04% | +8,208 | New |
| Independent Advisor Alliance | 8,171 | $683.8K | 0.03% | +100+1.2% | Added |
| Advisory Services Network, LLC | 8,036 | $672.4K | 0.02% | −477−5.6% | Reduced |
| HighVista Strategies LLC | 7,916 | $662.4K | 0.30% | +3,526+80.3% | Added |
| Advisor Group Holdings, Inc. | 7,666 | $641.1K | 0.00% | −4,244−35.6% | Reduced |
| Point72 Middle East FZE | 7,528 | $629.9K | 0.03% | +7,528 | New |
| Avantax Advisory Services, Inc. | 7,504 | $627.9K | 0.01% | +7,504 | New |
| Seven Eight Capital, LP | 7,114 | $595.3K | 0.10% | +4,029+130.6% | Added |
| Connacht Asset Management LP | 7,097 | $593.9K | 2.02% | −6,873−49.2% | Reduced |
| MML Investors Services, LLC | 7,046 | $590.0K | 0.00% | +2,734+63.4% | Added |
| Mercer Global Advisors Inc | 7,018 | $587.0K | 0.00% | −694−9.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,996 | $585.4K | 0.00% | −457−6.1% | Reduced |
| 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 |
| HighTower Advisors, LLC | 6,878 | $574.0K | 0.00% | +2,083+43.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,761 | $565.8K | 0.06% | −20,449−75.2% | Reduced |
| CIBC Asset Management Inc | 6,752 | $565.0K | 0.00% | +3,536+110.0% | Added |
| Banco Santander, S.A. | 6,679 | $558.9K | 0.01% | +6,679 | New |
| First Hawaiian Bank | 6,622 | $554.1K | 0.02% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 6,612 | $553.3K | 0.02% | +6,612 | New |
| Founders Financial Securities LLC | 6,603 | $552.5K | 0.07% | +687+11.6% | Added |
| State of Alaska, Department of Revenue | 6,555 | $548.0K | 0.01% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 6,526 | $546.1K | 0.51% | −111−1.7% | Reduced |
| Captrust Financial Advisors | 6,480 | $542.2K | 0.00% | +531+8.9% | Added |
| Oppenheimer & Co Inc | 6,448 | $539.6K | 0.01% | −176−2.7% | Reduced |
| Citizens National Bank Trust Department | 6,437 | $538.6K | 0.14% | +6,437 | New |
| Daiwa Securities Group Inc. | 6,400 | $536.0K | 0.00% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 6,396 | $535.2K | 0.01% | −200−3.0% | Reduced |
| State of Michigan Retirement System | 6,300 | $527.2K | 0.00% | +1,900+43.2% | Added |
| Mirabella Financial Services LLP | 6,132 | $513.1K | 0.06% | +6,132 | New |
| Adell Harriman & Carpenter Inc | 6,050 | $506.9K | 0.05% | −1,600−20.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,015 | $503.4K | 0.00% | +952+18.8% | Added |