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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 8,504 | $733.0K | 0.00% | −747−8.1% | Reduced |
| Seven Eight Capital, LP | 8,522 | $734.9K | 0.09% | +1,408+19.8% | Added |
| Sherbrooke Park Advisers LLC | 8,634 | $744.5K | 0.24% | +8,634 | New |
| Citadel Advisors LLC | 8,669 | $747.5K | 0.00% | −1,184,331−99.3% | Reduced |
| Captrust Financial Advisors | 8,744 | $754.0K | 0.00% | +2,264+34.9% | Added |
| FIL Ltd | 9,080 | $783.0K | 0.00% | +835+10.1% | Added |
| DekaBank Deutsche Girozentrale | 9,288 | $790.0K | 0.00% | +3,732+67.2% | Added |
| Aviva PLC | 9,284 | $800.6K | 0.00% | +9,284 | New |
| FORA Capital, LLC | 9,299 | $801.9K | 0.07% | +4,966+114.6% | Added |
| Dynamic Technology Lab Private Ltd | 9,340 | $805.0K | 0.08% | −9,501−50.4% | Reduced |
| Securian Asset Management, Inc | 9,445 | $814.4K | 0.02% | +9,445 | New |
| La Banque Postale Asset Management SA | 9,552 | $823.7K | 0.02% | +9,552 | New |
| Evercore Wealth Management, LLC | 10,000 | $862.3K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,027 | $864.6K | 0.02% | 00.0% | Unchanged |
| HighVista Strategies LLC | 10,216 | $880.9K | 0.41% | +2,300+29.1% | Added |
| Moran Wealth Management, LLC | 10,329 | $890.7K | 0.03% | +3,717+56.2% | Added |
| Procyon Private Wealth Partners, LLC | 10,359 | $893.3K | 0.09% | +5,744+124.5% | Added |
| British Columbia Investment Management Corp | 10,371 | $894.3K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,565 | $911.0K | 0.05% | +1,652+18.5% | Added |
| Gulf International Bank (UK) Ltd | 10,758 | $927.0K | 0.03% | −957−8.2% | Reduced |
| Private Advisor Group, LLC | 11,019 | $950.2K | 0.01% | −137−1.2% | Reduced |
| GWM Advisors LLC | 11,130 | $959.8K | 0.01% | +10,987+7,683.2% | Added |
| Clear Harbor Asset Management, LLC | 11,169 | $963.1K | 0.10% | +770+7.4% | Added |
| Readystate Asset Management LP | 11,300 | $974.4K | 0.08% | +11,300 | New |
| Axq Capital, LP | 11,400 | $983.0K | 0.35% | +11,400 | New |
| Calamos Advisors LLC | 11,661 | $1.01M | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 11,730 | $1.01M | 0.67% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,803 | $1.02M | 0.03% | +409+3.6% | Added |
| Nissay Asset Management Corp | 12,295 | $1.06M | 0.01% | +340+2.8% | Added |
| Public Employees Retirement Association of Colorado | 12,970 | $1.12M | 0.01% | −1,028−7.3% | Reduced |
| Federated Hermes, Inc. | 13,023 | $1.12M | 0.00% | +13,023 | New |
| TownSquare Capital, LLC | 13,104 | $1.13M | 0.02% | +816+6.6% | Added |
| CWA Asset Management Group, LLC | 13,123 | $1.13M | 0.08% | +829+6.7% | Added |
| X-Square Capital, LLC | 13,730 | $1.15M | 0.77% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 13,400 | $1.16M | 0.02% | +1,149+9.4% | Added |
| Sunbelt Securities, Inc. | 13,447 | $1.16M | 0.16% | −29−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 13,528 | $1.17M | 0.33% | +200+1.5% | Added |
| Xponance, Inc. | 14,072 | $1.21M | 0.02% | +9,604+215.0% | Added |
| NBC Securities, Inc. | 14,100 | $1.22M | 0.13% | +14,100 | New |
| Davenport & Co LLC | 14,112 | $1.22M | 0.01% | +602+4.5% | Added |
| Brinker Capital Investments, LLC | 14,150 | $1.22M | 0.01% | +7,156+102.3% | Added |
| Orion Portfolio Solutions, LLC | 14,150 | $1.22M | 0.01% | +7,156+102.3% | Added |
| Public Sector Pension Investment Board | 14,262 | $1.23M | 0.01% | +1,600+12.6% | Added |
| CMC Financial Group | 14,436 | $1.24M | 1.96% | +1,229+9.3% | Added |
| TD Asset Management Inc | 14,529 | $1.25M | 0.00% | +367+2.6% | Added |
| Lazard Asset Management LLC | 14,612 | $1.26M | 0.00% | +116+0.8% | Added |
| Bokf, NA | 15,000 | $1.29M | 0.03% | −5,000−25.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,000 | $1.29M | 0.55% | +15,000 | New |
| Thornburg Investment Management Inc | 15,128 | $1.32M | 0.02% | −106,229−87.5% | Reduced |
| Oppenheimer & Co Inc | 15,344 | $1.32M | 0.03% | +8,896+138.0% | Added |
| Byrne Asset Management LLC | – | $1.34M | 1.11% | – | – |
| 1832 Asset Management L.P. | 15,898 | $1.37M | 0.00% | −2,276−12.5% | Reduced |
| National Bank of Canada | 15,856 | $1.38M | 0.00% | +771+5.1% | Added |
| Advisor Group Holdings, Inc. | 16,581 | $1.43M | 0.00% | +8,915+116.3% | Added |
| Ares Management LLC | 17,000 | $1.47M | 0.04% | +2,000+13.3% | Added |
| Creative Planning | 17,055 | $1.47M | 0.00% | +3,655+27.3% | Added |
| NYL Investors LLC | 17,058 | $1.47M | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,425 | $1.50M | 0.01% | −341−1.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,974 | $1.55M | 0.05% | +15,102+525.8% | Added |
| Redwood Investment Management, LLC | 18,423 | $1.59M | 0.14% | +18,423 | New |
| Panagora Asset Management Inc | 18,564 | $1.60M | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 18,728 | $1.61M | 1.26% | +5,228+38.7% | Added |
| Central Trust Co | 18,728 | $1.61M | 0.05% | −4,037−17.7% | Reduced |
| Redwood Capital Management, LLC | 18,824 | $1.62M | 0.30% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 19,634 | $1.69M | 1.24% | +19,634 | New |
| Braun Stacey Associates Inc | 19,875 | $1.71M | 0.08% | −150−0.7% | Reduced |
| State of Alaska, Department of Revenue | 19,925 | $1.72M | 0.02% | +13,370+204.0% | Added |
| Knott David M Jr | 20,000 | $1.73M | 0.68% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 20,383 | $1.76M | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 20,676 | $1.78M | 0.01% | +20,676 | New |
| Allspring Global Investments Holdings, LLC | 20,945 | $1.81M | 0.00% | −56,542−73.0% | Reduced |
| Toronto Dominion Bank | 20,962 | $1.81M | 0.00% | −5,953−22.1% | Reduced |
| Empowered Funds, LLC | 21,269 | $1.83M | 0.05% | −285−1.3% | Reduced |
| Bramshill Investments, LLC | 21,285 | $1.84M | 0.21% | −2,234−9.5% | Reduced |
| Utah Retirement Systems | 21,800 | $1.88M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 21,800 | $1.88M | 0.08% | +21,800 | New |
| Quantbot Technologies LP | 21,966 | $1.89M | 0.13% | +13,758+167.6% | Added |
| Teza Capital Management LLC | 21,991 | $1.90M | 0.31% | +21,991 | New |
| Freestone Capital Holdings, LLC | 22,000 | $1.90M | 0.10% | −10,000−31.3% | Reduced |
| Settian Capital LP | 22,200 | $1.91M | 1.62% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 22,300 | $1.92M | 0.05% | +100+0.5% | Added |
| Commonwealth Equity Services, LLC | 22,566 | $1.95M | 0.00% | −5,150−18.6% | Reduced |
| State of Tennessee, Treasury Department | 22,604 | $1.95M | 0.01% | +22,604 | New |
| Storebrand Asset Management AS | 22,647 | $1.95M | 0.01% | +3,130+16.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 22,673 | $1.96M | 0.05% | −61,786−73.2% | Reduced |
| IMC-Chicago, LLC | 22,695 | $1.96M | 0.13% | +22,695 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,782 | $1.96M | 0.02% | +22,782 | New |
| KBC Group NV | 24,597 | $2.12M | 0.01% | −118−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,951 | $2.15M | 0.06% | +24,951 | New |
| American Assets Investment Management, LLC | 25,000 | $2.16M | 0.24% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 25,055 | $2.16M | 0.24% | −9,020−26.5% | Reduced |
| Ameritas Investment Partners, Inc. | 25,230 | $2.18M | 0.09% | +25,230 | New |
| Keeley-Teton Advisors, LLC | 25,764 | $2.22M | 0.31% | −3,784−12.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 26,155 | $2.26M | 0.66% | +22,761+670.6% | Added |
| Greatmark Investment Partners, Inc. | 26,318 | $2.27M | 0.40% | +880+3.5% | Added |
| Independent Financial Group, LLC | 28,270 | $2.44M | 0.16% | +3,958+16.3% | Added |
| Miller Value Partners, LLC | 29,200 | $2.52M | 1.58% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 29,998 | $2.59M | 0.21% | +29,998 | New |
| SEI Investments Co | 31,022 | $2.67M | 0.00% | +388+1.3% | Added |
| Arizona State Retirement System | 31,044 | $2.68M | 0.02% | −207−0.7% | Reduced |