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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Ossiam | 2,742 | $236.4K | 0.00% | −2,798−50.5% | Reduced |
| Meeder Asset Management Inc | 2,752 | $237.3K | 0.02% | +2,752 | New |
| Stephens Inc | 2,753 | $237.4K | 0.00% | +34+1.3% | Added |
| Blair William & Co | 2,770 | $238.9K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,803 | $241.7K | 0.01% | +199+7.6% | Added |
| Forum Financial Management, LP | 2,812 | $242.5K | 0.01% | +163+6.2% | Added |
| Moloney Securities Asset Management, LLC | 2,827 | $243.8K | 0.04% | −30−1.1% | Reduced |
| Pathstone Family Office, LLC | 2,850 | $245.8K | 0.00% | +2,850 | New |
| First Citizens Bank & Trust Co | 2,858 | $246.4K | 0.00% | +2,858 | New |
| Mirabella Financial Services LLP | 2,869 | $247.4K | 0.04% | −3,263−53.2% | Reduced |
| Cim Investment Mangement Inc | 2,871 | $247.6K | 0.09% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 2,900 | $250.1K | 0.00% | −19,583−87.1% | Reduced |
| Ellsworth Advisors, LLC | 2,863 | $254.1K | 0.09% | 00.0% | Unchanged |
| LGT Group Foundation | 3,040 | $254.3K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 143 | $259.2K | 0.12% | −2,927−95.3% | Reduced |
| Shell Asset Management Co | 3,013 | $260.0K | 0.01% | −47−1.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,011 | $260.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,040 | $262.1K | 0.00% | +3,040 | New |
| Profund Advisors LLC | 3,049 | $262.9K | 0.01% | +3,049 | New |
| Advisor Partners II, LLC | 3,051 | $263.1K | 0.01% | −497−14.0% | Reduced |
| Tudor Investment Corp Et Al | 3,093 | $266.7K | 0.00% | +3,093 | New |
| Covestor Ltd | 3,138 | $271.0K | 0.20% | +575+22.4% | Added |
| Apollon Wealth Management, LLC | 3,189 | $275.0K | 0.01% | +752+30.9% | Added |
| Bartlett & Co. Wealth Management LLC | 3,245 | $279.8K | 0.01% | −1,000−23.6% | Reduced |
| Bartlett & Co. LLC | 3,245 | $280.0K | 0.01% | −1,000−23.6% | Reduced |
| Los Angeles Capital Management LLC | 3,248 | $280.1K | 0.00% | +3,248 | New |
| Stonegate Investment Group, LLC | 3,259 | $281.0K | 0.01% | +58+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 3,268 | $281.8K | 0.05% | −7,910−70.8% | Reduced |
| Seaport Global Advisors, LLC | 3,351 | $289.0K | 0.87% | +1,213+56.7% | Added |
| Stratos Wealth Partners, LTD. | 3,607 | $311.1K | 0.01% | +165+4.8% | Added |
| Greenland Capital Management LP | 3,623 | $312.4K | 0.04% | +3,623 | New |
| CenterBook Partners LP | 3,632 | $313.2K | 0.04% | +3,632 | New |
| Mariner, LLC | 3,715 | $320.3K | 0.00% | +497+15.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,799 | $327.6K | 0.30% | −262−6.5% | Reduced |
| Quantamental Technologies LLC | 3,812 | $328.7K | 0.31% | +3,812 | New |
| Alps Advisors Inc | 3,860 | $332.8K | 0.00% | +3,860 | New |
| Spirit of America Management Corp | 4,000 | $344.9K | 0.08% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,001 | $345.0K | 0.13% | +475+13.5% | Added |
| Hancock Whitney Corp | 4,121 | $355.4K | 0.01% | −144−3.4% | Reduced |
| CWM Advisors, LLC | 4,235 | $365.2K | 0.05% | −426−9.1% | Reduced |
| Baldwin Investment Management, LLC | 4,275 | $368.6K | 0.06% | −1,050−19.7% | Reduced |
| Symmetry Partners, LLC | 4,277 | $369.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 4,289 | $369.8K | 0.06% | +4,289 | New |
| Connacht Asset Management LP | 4,306 | $371.3K | 2.20% | −2,791−39.3% | Reduced |
| Fifth Third Bancorp | 4,306 | $371.3K | 0.00% | +4,306 | New |
| Wintrust Investments LLC | 4,320 | $373.0K | 0.04% | +65+1.5% | Added |
| Investment Management Corp of Ontario | 4,444 | $383.2K | 0.02% | +4,444 | New |
| Tower Research Capital LLC (TRC) | 4,456 | $384.2K | 0.01% | −11,569−72.2% | Reduced |
| M&T Bank Corp | 4,595 | $396.0K | 0.00% | +10+0.2% | Added |
| Cetera Advisor Networks LLC | 4,595 | $396.3K | 0.00% | −4,431−49.1% | Reduced |
| GFG Capital, LLC | 4,710 | $406.1K | 0.13% | +4,710 | New |
| AdvisorShares Investments LLC | 4,844 | $417.7K | 0.11% | +4,844 | New |
| Shelton Capital Management | 4,969 | $428.5K | 0.02% | +4,969 | New |
| Intech Investment Management LLC | 4,987 | $430.0K | 0.01% | +4,987 | New |
| Cetera Investment Advisers | 4,990 | $430.3K | 0.00% | −1,020−17.0% | Reduced |
| Meixler Investment Management, Ltd. | 4,995 | $430.7K | 0.39% | −1,531−23.5% | Reduced |
| Gruss & Co., LLC | 5,000 | $431.1K | 3.65% | +5,000 | New |
| Salem Investment Counselors Inc | 5,094 | $439.3K | 0.02% | −165−3.1% | Reduced |
| HRT Financial LP | 5,131 | $442.0K | 0.00% | −3,508−40.6% | Reduced |
| Capital Impact Advisors, LLC | 5,200 | $448.4K | 0.75% | −3,027−36.8% | Reduced |
| Ibex Wealth Advisors | 5,402 | $466.0K | 0.12% | +5,402 | New |
| US Bancorp | 5,493 | $473.7K | 0.00% | −133−2.4% | Reduced |
| First Hawaiian Bank | 5,619 | $484.5K | 0.02% | −1,003−15.1% | Reduced |
| Guidance Capital, Inc | 5,842 | $484.7K | 0.22% | +446+8.3% | Added |
| Alhambra Investment Partners LLC | 5,702 | $491.7K | 0.32% | +5,702 | New |
| Impact Partnership Wealth, LLC | 5,916 | $510.2K | 0.16% | +5,916 | New |
| ProShare Advisors LLC | 6,076 | $523.9K | 0.00% | +6,076 | New |
| Nordea Investment Management AB | 6,222 | $536.3K | 0.00% | +1,357+27.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,243 | $538.3K | 0.00% | −753−10.8% | Reduced |
| Atria Wealth Solutions, Inc. | 6,271 | $540.7K | 0.01% | +6,271 | New |
| Dark Forest Capital Management LP | 6,272 | $540.8K | 0.05% | −31,973−83.6% | Reduced |
| Confluence Investment Management LLC | 6,361 | $548.5K | 0.01% | −35−0.5% | Reduced |
| CIBC Asset Management Inc | 6,512 | $561.5K | 0.00% | −240−3.6% | Reduced |
| Banco Santander, S.A. | 6,519 | $562.1K | 0.01% | −160−2.4% | Reduced |
| Adell Harriman & Carpenter Inc | 6,550 | $564.8K | 0.06% | +500+8.3% | Added |
| Marshall Wace, LLP | 6,607 | $569.7K | 0.00% | −108,393−94.3% | Reduced |
| Jefferies Financial Group Inc. | 6,650 | $573.4K | 0.01% | +6,650 | New |
| Citizens National Bank Trust Department | 6,667 | $574.9K | 0.16% | +230+3.6% | Added |
| Daiwa Securities Group Inc. | 6,700 | $578.0K | 0.00% | +300+4.7% | Added |
| Avantax Advisory Services, Inc. | 6,751 | $582.2K | 0.01% | −753−10.0% | Reduced |
| Harvest Investment Services, LLC | 6,758 | $582.7K | 0.38% | +6,758 | New |
| QRG Capital Management, Inc. | 6,808 | $587.1K | 0.01% | +6,808 | New |
| Denali Advisors LLC | 6,998 | $603.4K | 0.21% | +1,203+20.8% | Added |
| Burns Matteson Capital Management, LLC | 7,153 | $616.8K | 0.39% | +7,153 | New |
| Mercer Global Advisors Inc | 7,159 | $617.0K | 0.00% | +141+2.0% | Added |
| The PNC Financial Services Group, Inc. | 7,181 | $619.2K | 0.00% | +1,166+19.4% | Added |
| Founders Financial Securities LLC | 7,197 | $620.6K | 0.08% | +594+9.0% | Added |
| AE Wealth Management LLC | 7,200 | $620.9K | 0.00% | +7,200 | New |
| MML Investors Services, LLC | 7,211 | $622.0K | 0.00% | +165+2.3% | Added |
| Crossmark Global Holdings, Inc. | 7,209 | $640.0K | 0.01% | +7,209 | New |
| First Eagle Investment Management, LLC | 7,443 | $641.8K | 0.00% | −18,040−70.8% | Reduced |
| U S Global Investors Inc | 7,500 | $646.7K | 0.05% | +7,500 | New |
| Bank of Nova Scotia | 7,838 | $675.9K | 0.00% | +7,838 | New |
| Diametric Capital, LP | 7,877 | $679.2K | 0.28% | +3,656+86.6% | Added |
| Advisory Services Network, LLC | 7,907 | $681.8K | 0.02% | −129−1.6% | Reduced |
| HighTower Advisors, LLC | 8,062 | $697.0K | 0.00% | +1,184+17.2% | Added |
| Independent Advisor Alliance | 8,171 | $704.6K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,200 | $707.1K | 0.01% | −2,551−23.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,355 | $720.5K | 0.01% | +52+0.6% | Added |
| CI Private Wealth, LLC | 8,456 | $729.2K | 0.00% | −138−1.6% | Reduced |