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 |
|---|---|---|---|---|---|
| Huber Capital Management LLC | 31,098 | $2.68M | 0.63% | −23,500−43.0% | Reduced |
| Hennessy Advisors Inc | 31,300 | $2.70M | 0.19% | −800−2.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 31,435 | $2.71M | 1.42% | −990−3.1% | Reduced |
| Schroder Investment Management Group | 31,608 | $2.73M | 0.00% | −5,205−14.1% | Reduced |
| Louisiana State Employees Retirement System | 31,900 | $2.75M | 0.06% | +31,900 | New |
| State of Michigan Retirement System | 32,200 | $2.78M | 0.02% | +25,900+411.1% | Added |
| Nomura Asset Management Co Ltd | 32,837 | $2.83M | 0.01% | +4,229+14.8% | Added |
| Hartree Partners, LP | 33,000 | $2.85M | 1.16% | −20,000−37.7% | Reduced |
| Ulland Investment Advisors, LLC | 33,283 | $2.87M | 3.15% | −1,568−4.5% | Reduced |
| Penn Capital Management Co Inc | 32,919 | $2.88M | 0.30% | −800−2.4% | Reduced |
| Pacific Global Investment Management CO | 34,490 | $2.97M | 0.65% | −1,117−3.1% | Reduced |
| Hantz Financial Services, Inc. | 35,146 | $3.03M | 0.08% | +776+2.3% | Added |
| Agf Management Ltd | 35,362 | $3.05M | 0.02% | +35,362 | New |
| Delphi Financial Group, Inc. | 36,720 | $3.17M | 1.53% | +12,020+48.7% | Added |
| Teachers Retirement System of the State of Kentucky | 37,945 | $3.27M | 0.03% | +37,945 | New |
| Guggenheim Capital LLC | 38,516 | $3.32M | 0.03% | +14,732+61.9% | Added |
| Ontario Teachers Pension Plan Board | 39,442 | $3.40M | 0.04% | −13,102−24.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 39,493 | $3.41M | 0.03% | +39,493 | New |
| Korea Investment CORP | 41,668 | $3.59M | 0.01% | −295,107−87.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,430 | $3.74M | 0.02% | +4,892+12.7% | Added |
| Rockefeller Capital Management L.P. | 43,562 | $3.76M | 0.01% | −3,205−6.9% | Reduced |
| ExodusPoint Capital Management, LP | 43,606 | $3.76M | 0.05% | +43,606 | New |
| Bank of Montreal | 44,443 | $3.80M | 0.00% | +9,246+26.3% | Added |
| TCW Group Inc | 44,121 | $3.80M | 0.05% | −72,100−62.0% | Reduced |
| Asset Management One Co.,Ltd. | 44,541 | $3.84M | 0.02% | −735−1.6% | Reduced |
| South Dakota Investment Council | 46,387 | $4.00M | 0.09% | +20,194+77.1% | Added |
| West Family Investments, Inc. | 50,000 | $4.31M | 1.50% | 00.0% | Unchanged |
| Prudential PLC | 50,558 | $4.36M | 0.05% | +41,186+439.5% | Added |
| Nwam LLC | 51,612 | $4.45M | 0.45% | +1,753+3.5% | Added |
| Public Employees Retirement System of Ohio | 51,684 | $4.46M | 0.02% | −8,069−13.5% | Reduced |
| First Dallas Securities Inc. | 51,719 | $4.46M | 1.03% | +13,271+34.5% | Added |
| Yousif Capital Management, LLC | 52,304 | $4.51M | 0.06% | +52,304 | New |
| Pinnacle Associates Ltd | 52,363 | $4.52M | 0.08% | −200.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,748 | $4.81M | 0.01% | −5,548−9.1% | Reduced |
| Oregon Public Employees Retirement Fund | 57,005 | $4.92M | 0.07% | +21,230+59.3% | Added |
| Knightsbridge Asset Management, LLC | 57,456 | $4.95M | 1.56% | −4,712−7.6% | Reduced |
| L & S Advisors Inc | 58,317 | $5.03M | 0.72% | +58,317 | New |
| State of New Jersey Common Pension Fund D | 59,502 | $5.13M | 0.02% | −2,070−3.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 60,164 | $5.19M | 0.01% | −540−0.9% | Reduced |
| Treasurer of the State of North Carolina | 60,974 | $5.26M | 0.03% | +2,937+5.1% | Added |
| Nicholas Investment Partners, LP | 61,500 | $5.30M | 0.40% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 61,679 | $5.32M | 0.01% | +22,075+55.7% | Added |
| Walleye Capital LLC | 63,088 | $5.44M | 0.08% | −224,405−78.1% | Reduced |
| MetLife Investment Management | 64,759 | $5.58M | 0.04% | +62,247+2,478.0% | Added |
| Moore Capital Management, LP | 65,396 | $5.64M | 0.15% | +62,896+2,515.8% | Added |
| Janney Montgomery Scott LLC | 66,057 | $5.70M | 0.02% | −150−0.2% | Reduced |
| DnB Asset Management AS | 70,158 | $6.05M | 0.04% | +53,707+326.5% | Added |
| OnyxPoint Global Management LP | 72,575 | $6.26M | 3.80% | 00.0% | Unchanged |
| Man Group plc | – | $6.35M | 0.02% | – | – |
| HSBC Holdings PLC | 74,415 | $6.42M | 0.01% | +18,332+32.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 74,903 | $6.46M | 0.02% | +3,819+5.4% | Added |
| Truist Financial Corp | 76,031 | $6.56M | 0.01% | −5,206−6.4% | Reduced |
| Franklin Resources Inc | 78,194 | $6.74M | 0.00% | +20,180+34.8% | Added |
| Amalgamated Bank | 78,916 | $6.80M | 0.06% | +60,180+321.2% | Added |
| LPL Financial LLC | 82,509 | $7.11M | 0.00% | +3,240+4.1% | Added |
| Comerica Bank | 83,223 | $7.18M | 0.04% | +83,223 | New |
| Ensign Peak Advisors, Inc | 83,335 | $7.19M | 0.02% | −35,020−29.6% | Reduced |
| Advisors Asset Management, Inc. | 83,940 | $7.24M | 0.16% | +11,079+15.2% | Added |
| Royce & Associates LP | 84,288 | $7.27M | 0.07% | −957−1.1% | Reduced |
| Mackenzie Financial Corp | 89,904 | $7.46M | 0.01% | −16,692−15.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 86,882 | $7.49M | 0.11% | −416−0.5% | Reduced |
| New York State Teachers Retirement System | 87,681 | $7.56M | 0.02% | +87,681 | New |
| Goehring & Rozencwajg Associates, LLC | 88,035 | $7.59M | 1.86% | +2,860+3.4% | Added |
| Ancora Advisors, LLC | 88,850 | $7.66M | 0.21% | +44,360+99.7% | Added |
| Envestnet Asset Management Inc | 91,072 | $7.85M | 0.00% | +44,966+97.5% | Added |
| Citigroup Inc | 93,700 | $8.08M | 0.01% | −1,516−1.6% | Reduced |
| Bandera Partners LLC | 95,000 | $8.19M | 2.96% | 00.0% | Unchanged |
| Lonestar Capital Management LLC | 95,000 | $8.19M | 5.31% | +15,000+18.8% | Added |
| Texas Permanent School Fund | 95,534 | $8.24M | 0.08% | +95,534 | New |
| Gotham Asset Management, LLC | 96,004 | $8.28M | 0.17% | −11,346−10.6% | Reduced |
| Long Focus Capital Management, LLC | 96,175 | $8.29M | 1.19% | 00.0% | Unchanged |
| Caption Management, LLC | 98,500 | $8.49M | 1.10% | −13,000−11.7% | Reduced |
| Manufacturers Life Insurance Company, The | 99,314 | $8.56M | 0.00% | +94,272+1,869.7% | Added |
| Bridgewater Associates, LP | 99,960 | $8.62M | 0.05% | +99,960 | New |
| Credit Suisse AG | 101,829 | $8.78M | 0.01% | +6,583+6.9% | Added |
| Royal Bank of Canada | 102,475 | $8.84M | 0.00% | +14,440+16.4% | Added |
| Prospera Financial Services Inc | 104,872 | $9.04M | 0.35% | −2,658−2.5% | Reduced |
| American Century Companies Inc | 105,242 | $9.08M | 0.01% | +22,612+27.4% | Added |
| Twin Tree Management, LP | 107,954 | $9.31M | 0.31% | +59,371+122.2% | Added |
| Employees Retirement System of Texas | 113,352 | $9.77M | 0.14% | 00.0% | Unchanged |
| Stifel Financial Corp | 114,823 | $9.90M | 0.01% | +9,332+8.8% | Added |
| Hodges Capital Management Inc. | 115,129 | $9.93M | 1.18% | −150,479−56.7% | Reduced |
| BancorpSouth Bank | 115,990 | $10.0M | 0.88% | +59+0.1% | Added |
| Vident Advisory, LLC | 120,033 | $10.4M | 0.32% | +120,033 | New |
| Mutual of America Capital Management LLC | 121,734 | $10.5M | 0.13% | +69,066+131.1% | Added |
| Squarepoint Ops LLC | 124,664 | $10.7M | 0.05% | +36,326+41.1% | Added |
| State Board of Administration of Florida Retirement System | 127,019 | $11.0M | 0.03% | −4,410−3.4% | Reduced |
| Victory Capital Management Inc | 128,276 | $11.1M | 0.01% | +33,313+35.1% | Added |
| Chartwell Investment Partners, LLC | 135,695 | $11.7M | 0.45% | +41,989+44.8% | Added |
| Riposte Capital LLC | 140,000 | $12.1M | 5.55% | −20,000−12.5% | Reduced |
| Janney Capital Management LLC | 144,750 | $12.5M | 0.96% | +2,461+1.7% | Added |
| Pictet Asset Management Holding SA | 145,362 | $12.5M | 0.02% | +145,362 | New |
| State of Wisconsin Investment Board | 145,739 | $12.6M | 0.04% | −56,461−27.9% | Reduced |
| M&G Investment Management Ltd | 148,259 | $12.8M | 0.09% | −9,670−6.1% | Reduced |
| American International Group, Inc. | 158,626 | $13.7M | 0.09% | +157,495+13,925.3% | Added |
| Kempen Capital Management N.V. | 159,398 | $13.7M | 0.25% | −1,947−1.2% | Reduced |
| HAP Trading, LLC | 162,053 | $14.0M | 3.46% | −79,359−32.9% | Reduced |
| California State Teachers Retirement System | 165,809 | $14.3M | 0.02% | −14,528−8.1% | Reduced |
| Brandes Investment Partners, LP | 183,992 | $15.9M | 0.31% | +36,098+24.4% | Added |
| Raymond James & Associates | 185,535 | $16.0M | 0.01% | +5,857+3.3% | Added |