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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 6,010 | $502.9K | 0.00% | +29+0.5% | Added |
| Denali Advisors LLC | 5,795 | $484.9K | 0.17% | +5,795 | New |
| US Bancorp | 5,626 | $470.8K | 0.00% | +350+6.6% | Added |
| Ossiam | 5,540 | $463.6K | 0.01% | −20,770−78.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,556 | $460.0K | 0.00% | +251+4.7% | Added |
| Guidance Capital, Inc | 5,396 | $458.4K | 0.20% | +5,396 | New |
| EFG Asset Management (North America) Corp. | 5,349 | $447.6K | 0.10% | +5,349 | New |
| Baldwin Investment Management, LLC | 5,325 | $445.6K | 0.07% | −1,430−21.2% | Reduced |
| Salem Investment Counselors Inc | 5,259 | $440.1K | 0.02% | +1,172+28.7% | Added |
| Winton Group Ltd | 5,066 | $423.9K | 0.04% | +5,066 | New |
| Manufacturers Life Insurance Company, The | 5,042 | $421.9K | 0.00% | −89−1.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,880 | $408.0K | 0.01% | +4,880 | New |
| Nordea Investment Management AB | 4,865 | $405.7K | 0.00% | 00.0% | Unchanged |
| Arden Trust Co | 4,673 | $391.0K | 0.06% | −2,699−36.6% | Reduced |
| CWM Advisors, LLC | 4,661 | $390.0K | 0.05% | −259−5.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,615 | $386.2K | 0.05% | +4,615 | New |
| M&T Bank Corp | 4,585 | $384.0K | 0.00% | +983+27.3% | Added |
| Xponance, Inc. | 4,468 | $373.9K | 0.00% | +185+4.3% | Added |
| FORA Capital, LLC | 4,333 | $362.6K | 0.05% | −20,141−82.3% | Reduced |
| Symmetry Partners, LLC | 4,277 | $358.0K | 0.02% | +1,299+43.6% | Added |
| Hancock Whitney Corp | 4,265 | $357.0K | 0.01% | −1,741−29.0% | Reduced |
| Wintrust Investments LLC | 4,255 | $356.0K | 0.04% | +130+3.2% | Added |
| Bartlett & Co. Wealth Management LLC | 4,245 | $355.2K | 0.01% | +4,245 | New |
| Bartlett & Co. LLC | 4,245 | $355.0K | 0.01% | +4,245 | New |
| Diametric Capital, LP | 4,221 | $353.2K | 0.16% | −3,579−45.9% | Reduced |
| Moors & Cabot, Inc. | 4,181 | $349.9K | 0.02% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 4,061 | $339.8K | 0.28% | +174+4.5% | Added |
| 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 |
| Wolverine Trading, LLC | 3,766 | $316.3K | 0.00% | +3,766 | New |
| Balyasny Asset Management LLC | 3,550 | $297.1K | 0.00% | +3,550 | New |
| Advisor Partners II, LLC | 3,548 | $296.9K | 0.01% | +3,548 | New |
| Balboa Wealth Partners | 3,526 | $295.0K | 0.10% | +97+2.8% | Added |
| Stratos Wealth Partners, LTD. | 3,442 | $288.0K | 0.01% | +363+11.8% | Added |
| Jackson Hole Capital Partners, LLC | 3,394 | $284.0K | 0.08% | +3,394 | New |
| Mariner, LLC | 3,218 | $269.3K | 0.00% | −251−7.2% | Reduced |
| Stonegate Investment Group, LLC | 3,201 | $267.9K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,146 | $263.3K | 0.01% | +3,146 | New |
| Landscape Capital Management, L.L.C. | 3,120 | $261.1K | 0.03% | +3,120 | New |
| Leonteq Securities AG | 3,112 | $260.4K | 0.03% | −4,894−61.1% | Reduced |
| Shell Asset Management Co | 3,060 | $256.0K | 0.01% | −3,224−51.3% | Reduced |
| Kestra Advisory Services, LLC | 3,051 | $255.3K | 0.00% | +3,051 | New |
| LGT Group Foundation | 3,040 | $254.4K | 0.01% | +3,040 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,011 | $252.0K | 0.01% | +1,346+80.8% | Added |
| Arlington Partners LLC | 3,000 | $251.0K | 0.04% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,070 | $248.9K | 0.12% | +251+8.9% | Added |
| Parallax Volatility Advisers, L.P. | 2,872 | $240.3K | 0.01% | −14,884−83.8% | Reduced |
| Cim Investment Mangement Inc | 2,871 | $240.2K | 0.08% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,863 | $239.6K | 0.08% | +20+0.7% | Added |
| Moloney Securities Asset Management, LLC | 2,857 | $239.1K | 0.04% | −1,835−39.1% | Reduced |
| Ruffer LLP | 2,782 | $232.8K | 0.01% | −128,551−97.9% | Reduced |
| Blair William & Co | 2,770 | $231.8K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 2,719 | $227.5K | 0.00% | −531−16.3% | Reduced |
| Terril Brothers, Inc. | 2,700 | $225.9K | 0.10% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,673 | $223.7K | 0.02% | −35−1.3% | Reduced |
| Texas Yale Capital Corp. | 2,650 | $221.8K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,649 | $221.7K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,604 | $217.9K | 0.01% | +2,604 | New |
| Covestor Ltd | 2,563 | $215.0K | 0.16% | +1,677+189.3% | Added |
| Prelude Capital Management, LLC | 2,555 | $213.8K | 0.02% | +2,555 | New |
| Cipher Capital LP | 2,534 | $212.0K | 0.04% | +2,534 | New |
| MidWestOne Financial Group, Inc. | 2,533 | $212.0K | 0.05% | +2,533 | New |
| MetLife Investment Management | 2,512 | $210.2K | 0.00% | +4+0.2% | Added |
| Moore Capital Management, LP | 2,500 | $209.2K | 0.01% | +2,500 | New |
| Plan Group Financial, LLC | 2,500 | $209.2K | 0.17% | +2,500 | New |
| Corsair Capital Management, L.P. | 2,487 | $208.1K | 0.07% | −2,500−50.1% | Reduced |
| Vestcor Inc | 2,437 | $204.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,437 | $203.9K | 0.01% | +2,437 | New |
| CWM, LLC | 2,397 | $201.0K | 0.00% | −49−2.0% | Reduced |
| SG Americas Securities, LLC | 2,160 | $181.0K | 0.00% | −13,403−86.1% | Reduced |
| Seaport Global Advisors, LLC | 2,138 | $178.9K | 0.53% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,125 | $177.8K | 0.09% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,038 | $171.0K | 0.13% | −4−0.2% | Reduced |
| Ashburton (Jersey) Ltd | 1,930 | $162.0K | 0.08% | +1,930 | New |
| Newbridge Financial Services Group, Inc. | 1,400 | $117.2K | 0.06% | −100−6.7% | Reduced |
| American International Group, Inc. | 1,131 | $94.6K | 0.00% | −88−7.2% | Reduced |
| Altshuler Shaham Ltd | 1,106 | $92.5K | 0.00% | −95−7.9% | Reduced |
| Signaturefd, LLC | 1,057 | $88.5K | 0.00% | +285+36.9% | Added |
| Ostrum Asset Management | 1,024 | $85.7K | 0.01% | +1+0.1% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $83.7K | 0.00% | −2,700−73.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 969 | $81.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 900 | $75.3K | 0.00% | +900 | New |
| IFP Advisors, Inc | 1,644 | $74.0K | 0.00% | −460−21.9% | Reduced |
| Harbor Capital Advisors, Inc. | 851 | $71.2K | 0.01% | +851 | New |
| Princeton Global Asset Management LLC | 842 | $70.5K | 0.02% | +2+0.2% | Added |
| Northwest Investment Counselors, LLC | 800 | $66.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 792 | $66.3K | 0.00% | +107+15.6% | Added |
| Mendota Financial Group, LLC | 775 | $64.9K | 0.07% | +775 | New |
| Huntington National Bank | 723 | $60.5K | 0.00% | +43+6.3% | Added |
| Global Retirement Partners, LLC | 620 | $51.9K | 0.00% | +12+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 600 | $50.2K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 599 | $50.0K | 0.01% | −462−43.5% | Reduced |
| Achmea Investment Management B.V. | 552 | $46.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 520 | $43.5K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 447 | $37.4K | 0.02% | −3−0.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 388 | $32.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 362 | $30.3K | 0.01% | +206+132.1% | Added |
| Hexagon Capital Partners LLC | 359 | $30.0K | 0.01% | +215+149.3% | Added |
| First Personal Financial Services | 347 | $29.1K | 0.01% | +86+33.0% | Added |
| Private Trust Co NA | 339 | $28.4K | 0.00% | +219+182.5% | Added |