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, Q3 2023
Institutional positions in Expand Energy Corp as of Sep 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
- 479
- +29 vs. Q2 2023
- Shares held
- 136.4M
- +6.96M (+5.4%) vs. Q2 2023
- Total value
- $11.8B
- +$934.8M (+8.6%) vs. Q2 2023
- New holders
- 83
- 181 more added
- Sold out
- 54
- 142 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,852,961 | $1.11B | 0.03% | +257,880+2.0% | Added |
| Blackstone Group Inc. | 12,665,899 | $1.09B | 4.69% | 00.0% | Unchanged |
| BlackRock Inc. | 11,422,017 | $984.9M | 0.03% | +5,050,465+79.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 7,000,067 | $603.6M | 9.18% | −349,933−4.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 6,701,337 | $577.9M | 0.41% | +969,167+16.9% | Added |
| Capital World Investors | 5,660,985 | $488.1M | 0.10% | −4,055,137−41.7% | Reduced |
| Wellington Management Group LLP | 5,192,509 | $447.8M | 0.09% | −845,611−14.0% | Reduced |
| Massachusetts Financial Services Co | 4,104,685 | $353.9M | 0.12% | +936,169+29.5% | Added |
| State Street Corp | 3,668,542 | $316.3M | 0.02% | +1,355,562+58.6% | Added |
| Bank of New York Mellon Corp | 3,235,870 | $279.0M | 0.06% | +427,181+15.2% | Added |
| Kimmeridge Energy Management Company, LLC | 3,153,879 | $272.0M | 11.64% | +439,186+16.2% | Added |
| Clearbridge Investments, LLC | 2,868,445 | $247.3M | 0.24% | −10,328−0.4% | Reduced |
| Lord, Abbett & Co. LLC | 2,723,456 | $234.8M | 0.87% | +426,560+18.6% | Added |
| FMR LLC | 2,448,847 | $211.2M | 0.02% | +111,294+4.8% | Added |
| Prudential Financial Inc | 2,193,652 | $189.2M | 0.30% | −720,841−24.7% | Reduced |
| Glendon Capital Management LP | 2,124,060 | $183.1M | 17.71% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,018,970 | $173.9M | 0.02% | +170,328+9.2% | Added |
| Price T Rowe Associates Inc | 1,918,490 | $165.4M | 0.02% | +200,070+11.6% | Added |
| Dimensional Fund Advisors LP | 1,692,984 | $146.0M | 0.05% | +105,560+6.6% | Added |
| Pacer Advisors, Inc. | 1,532,827 | $132.2M | 0.51% | −249,972−14.0% | Reduced |
| Ceredex Value Advisors LLC | 1,511,873 | $130.4M | 2.30% | +289,380+23.7% | Added |
| Thrivent Financial for Lutherans | 1,468,995 | $126.7M | 0.30% | +256,464+21.2% | Added |
| Nuveen Asset Management, LLC | 1,413,786 | $121.9M | 0.04% | +907,203+179.1% | Added |
| Invesco Ltd. | 1,315,964 | $113.5M | 0.03% | +213,039+19.3% | Added |
| JPMorgan Chase & Co | 1,269,817 | $109.5M | 0.01% | +118,732+10.3% | Added |
| Slate Path Capital LP | 1,145,180 | $98.7M | 2.75% | −263,820−18.7% | Reduced |
| Goldman Sachs Group Inc | 983,263 | $84.8M | 0.02% | +205,872+26.5% | Added |
| Bank of America Corp | 954,705 | $82.3M | 0.01% | +231,192+32.0% | Added |
| Northern Trust Corp | 870,221 | $75.0M | 0.01% | +319,021+57.9% | Added |
| LSV Asset Management | 858,500 | $74.0M | 0.17% | −7,800−0.9% | Reduced |
| Morgan Stanley | 853,990 | $73.6M | 0.01% | +142,472+20.0% | Added |
| Cannell Peter B & Co Inc | 766,529 | $66.1M | 2.26% | +3,735+0.5% | Added |
| Janus Henderson Group PLC | 721,075 | $62.2M | 0.04% | +19,711+2.8% | Added |
| Thompson Siegel & Walmsley LLC | 716,801 | $61.8M | 1.03% | −29,575−4.0% | Reduced |
| Causeway Capital Management LLC | 673,192 | $58.0M | 1.53% | +199,383+42.1% | Added |
| First Trust Advisors LP | 638,185 | $55.0M | 0.07% | −20,596−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 629,152 | $54.3M | 0.02% | +37,471+6.3% | Added |
| AQR Capital Management LLC | 620,462 | $53.5M | 0.11% | +407,082+190.8% | Added |
| Neuberger Berman Group LLC | 612,237 | $52.8M | 0.05% | −5,848−0.9% | Reduced |
| Kadensa Capital Ltd | 576,325 | $49.7M | 9.81% | −57,795−9.1% | Reduced |
| Macquarie Group Ltd | 566,595 | $48.9M | 0.06% | +22,875+4.2% | Added |
| Voya Investment Management LLC | 502,204 | $43.3M | 0.05% | +265,037+111.8% | Added |
| UBS Asset Management Americas Inc | 492,888 | $42.5M | 0.02% | +56,522+13.0% | Added |
| Principal Financial Group Inc | 491,006 | $42.3M | 0.03% | +341,747+229.0% | Added |
| Ameriprise Financial Inc | 477,931 | $41.2M | 0.01% | +93,897+24.5% | Added |
| Allianz Asset Management GmbH | 476,541 | $41.1M | 0.08% | −39,780−7.7% | Reduced |
| Legal & General Group Plc | 472,676 | $40.8M | 0.01% | +63,085+15.4% | Added |
| Amundi | 440,292 | $39.2M | 0.02% | +3,312+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 435,812 | $37.6M | 0.09% | −450,000−50.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 403,738 | $34.8M | 0.16% | +123,961+44.3% | Added |
| Schwartz Investment Counsel Inc | 381,000 | $32.9M | 1.40% | +2,100+0.6% | Added |
| Castle Hook Partners LP | 376,280 | $32.4M | 2.18% | +99,591+36.0% | Added |
| Swiss National Bank | 365,700 | $31.5M | 0.02% | −47,800−11.6% | Reduced |
| Van Eck Associates Corp | 364,174 | $31.4M | 0.07% | −8,468−2.3% | Reduced |
| Rhumbline Advisers | 348,292 | $30.0M | 0.03% | +207,153+146.8% | Added |
| Patient Capital Management, LLC | 318,745 | $27.5M | 1.61% | −182,090−36.4% | Reduced |
| UBS Group AG | 297,916 | $25.7M | 0.01% | +196,736+194.4% | Added |
| Barclays PLC | 293,890 | $25.3M | 0.02% | +114,239+63.6% | Added |
| Sasco Capital Inc | 287,910 | $24.8M | 3.20% | +183,330+175.3% | Added |
| Sagefield Capital LP | 286,237 | $24.7M | 3.47% | +67,271+30.7% | Added |
| Deprince Race & Zollo Inc | 267,325 | $23.1M | 0.56% | +267,325 | New |
| Deutsche Bank AG | 261,978 | $22.6M | 0.01% | +33,660+14.7% | Added |
| River Road Asset Management, LLC | 258,654 | $22.3M | 0.32% | −3,817−1.5% | Reduced |
| Whitebox Advisors LLC | 255,250 | $22.0M | 1.08% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 253,471 | $21.9M | 0.10% | +253,471 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 252,269 | $21.8M | 0.02% | +19,804+8.5% | Added |
| Clough Capital Partners L P | 250,932 | $21.6M | 2.32% | +124,432+98.4% | Added |
| Jennison Associates LLC | 249,731 | $21.5M | 0.02% | +1,033+0.4% | Added |
| California Public Employees Retirement System | 239,233 | $20.6M | 0.02% | +13,473+6.0% | Added |
| Wells Fargo & Company | 237,955 | $20.5M | 0.01% | +8,534+3.7% | Added |
| Foundry Partners, LLC | 222,247 | $19.2M | 1.19% | +222,247 | New |
| Alta Fundamental Advisers LLC | 213,940 | $18.4M | 10.76% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 207,750 | $17.9M | 0.05% | +204,200+5,752.1% | Added |
| Jane Street Group, LLC | 203,657 | $17.6M | 0.03% | +100,264+97.0% | Added |
| Wedge Capital Management L L P | 203,545 | $17.6M | 0.35% | +166,685+452.2% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 203,000 | $17.5M | 0.35% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 200,641 | $17.3M | 0.04% | +200.0% | Added |
| Alliancebernstein L.P. | 196,594 | $17.0M | 0.01% | +22,769+13.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 186,010 | $16.0M | 0.04% | −2,444−1.3% | Reduced |
| Raymond James & Associates | 185,535 | $16.0M | 0.01% | +5,857+3.3% | Added |
| Brandes Investment Partners, LP | 183,992 | $15.9M | 0.31% | +36,098+24.4% | Added |
| California State Teachers Retirement System | 165,809 | $14.3M | 0.02% | −14,528−8.1% | Reduced |
| HAP Trading, LLC | 162,053 | $14.0M | 3.46% | −79,359−32.9% | Reduced |
| Kempen Capital Management N.V. | 159,398 | $13.7M | 0.25% | −1,947−1.2% | Reduced |
| American International Group, Inc. | 158,626 | $13.7M | 0.09% | +157,495+13,925.3% | Added |
| M&G Investment Management Ltd | 148,259 | $12.8M | 0.09% | −9,670−6.1% | Reduced |
| State of Wisconsin Investment Board | 145,739 | $12.6M | 0.04% | −56,461−27.9% | Reduced |
| Pictet Asset Management Holding SA | 145,362 | $12.5M | 0.02% | +145,362 | New |
| Janney Capital Management LLC | 144,750 | $12.5M | 0.96% | +2,461+1.7% | Added |
| Riposte Capital LLC | 140,000 | $12.1M | 5.55% | −20,000−12.5% | Reduced |
| Chartwell Investment Partners, LLC | 135,695 | $11.7M | 0.45% | +41,989+44.8% | Added |
| Victory Capital Management Inc | 128,276 | $11.1M | 0.01% | +33,313+35.1% | Added |
| State Board of Administration of Florida Retirement System | 127,019 | $11.0M | 0.03% | −4,410−3.4% | Reduced |
| Squarepoint Ops LLC | 124,664 | $10.7M | 0.05% | +36,326+41.1% | Added |
| Mutual of America Capital Management LLC | 121,734 | $10.5M | 0.13% | +69,066+131.1% | Added |
| Vident Advisory, LLC | 120,033 | $10.4M | 0.32% | +120,033 | New |
| BancorpSouth Bank | 115,990 | $10.0M | 0.88% | +59+0.1% | Added |
| Hodges Capital Management Inc. | 115,129 | $9.93M | 1.18% | −150,479−56.7% | Reduced |
| Stifel Financial Corp | 114,823 | $9.90M | 0.01% | +9,332+8.8% | Added |
| Employees Retirement System of Texas | 113,352 | $9.77M | 0.14% | 00.0% | Unchanged |