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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 186,010 | $16.0M | 0.04% | −2,444−1.3% | Reduced |
| Alliancebernstein L.P. | 196,594 | $17.0M | 0.01% | +22,769+13.1% | Added |
| CIBC Private Wealth Group, LLC | 200,641 | $17.3M | 0.04% | +200.0% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 203,000 | $17.5M | 0.35% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 203,545 | $17.6M | 0.35% | +166,685+452.2% | Added |
| Jane Street Group, LLC | 203,657 | $17.6M | 0.03% | +100,264+97.0% | Added |
| Balyasny Asset Management LLC | 207,750 | $17.9M | 0.05% | +204,200+5,752.1% | Added |
| Alta Fundamental Advisers LLC | 213,940 | $18.4M | 10.76% | 00.0% | Unchanged |
| Foundry Partners, LLC | 222,247 | $19.2M | 1.19% | +222,247 | New |
| Wells Fargo & Company | 237,955 | $20.5M | 0.01% | +8,534+3.7% | Added |
| California Public Employees Retirement System | 239,233 | $20.6M | 0.02% | +13,473+6.0% | Added |
| Jennison Associates LLC | 249,731 | $21.5M | 0.02% | +1,033+0.4% | Added |
| Clough Capital Partners L P | 250,932 | $21.6M | 2.32% | +124,432+98.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 252,269 | $21.8M | 0.02% | +19,804+8.5% | Added |
| Retirement Systems of Alabama | 253,471 | $21.9M | 0.10% | +253,471 | New |
| Whitebox Advisors LLC | 255,250 | $22.0M | 1.08% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 258,654 | $22.3M | 0.32% | −3,817−1.5% | Reduced |
| Deutsche Bank AG | 261,978 | $22.6M | 0.01% | +33,660+14.7% | Added |
| Deprince Race & Zollo Inc | 267,325 | $23.1M | 0.56% | +267,325 | New |
| Sagefield Capital LP | 286,237 | $24.7M | 3.47% | +67,271+30.7% | Added |
| Sasco Capital Inc | 287,910 | $24.8M | 3.20% | +183,330+175.3% | Added |
| Barclays PLC | 293,890 | $25.3M | 0.02% | +114,239+63.6% | Added |
| UBS Group AG | 297,916 | $25.7M | 0.01% | +196,736+194.4% | Added |
| Patient Capital Management, LLC | 318,745 | $27.5M | 1.61% | −182,090−36.4% | Reduced |
| Rhumbline Advisers | 348,292 | $30.0M | 0.03% | +207,153+146.8% | Added |
| Van Eck Associates Corp | 364,174 | $31.4M | 0.07% | −8,468−2.3% | Reduced |
| Swiss National Bank | 365,700 | $31.5M | 0.02% | −47,800−11.6% | Reduced |
| Castle Hook Partners LP | 376,280 | $32.4M | 2.18% | +99,591+36.0% | Added |
| Schwartz Investment Counsel Inc | 381,000 | $32.9M | 1.40% | +2,100+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 403,738 | $34.8M | 0.16% | +123,961+44.3% | Added |
| Adage Capital Partners GP, L.L.C. | 435,812 | $37.6M | 0.09% | −450,000−50.8% | Reduced |
| Amundi | 440,292 | $39.2M | 0.02% | +3,312+0.8% | Added |
| Legal & General Group Plc | 472,676 | $40.8M | 0.01% | +63,085+15.4% | Added |
| Allianz Asset Management GmbH | 476,541 | $41.1M | 0.08% | −39,780−7.7% | Reduced |
| Ameriprise Financial Inc | 477,931 | $41.2M | 0.01% | +93,897+24.5% | Added |
| Principal Financial Group Inc | 491,006 | $42.3M | 0.03% | +341,747+229.0% | Added |
| UBS Asset Management Americas Inc | 492,888 | $42.5M | 0.02% | +56,522+13.0% | Added |
| Voya Investment Management LLC | 502,204 | $43.3M | 0.05% | +265,037+111.8% | Added |
| Macquarie Group Ltd | 566,595 | $48.9M | 0.06% | +22,875+4.2% | Added |
| Kadensa Capital Ltd | 576,325 | $49.7M | 9.81% | −57,795−9.1% | Reduced |
| Neuberger Berman Group LLC | 612,237 | $52.8M | 0.05% | −5,848−0.9% | Reduced |
| AQR Capital Management LLC | 620,462 | $53.5M | 0.11% | +407,082+190.8% | Added |
| Charles Schwab Investment Management Inc | 629,152 | $54.3M | 0.02% | +37,471+6.3% | Added |
| First Trust Advisors LP | 638,185 | $55.0M | 0.07% | −20,596−3.1% | Reduced |
| Causeway Capital Management LLC | 673,192 | $58.0M | 1.53% | +199,383+42.1% | Added |
| Thompson Siegel & Walmsley LLC | 716,801 | $61.8M | 1.03% | −29,575−4.0% | Reduced |
| Janus Henderson Group PLC | 721,075 | $62.2M | 0.04% | +19,711+2.8% | Added |
| Cannell Peter B & Co Inc | 766,529 | $66.1M | 2.26% | +3,735+0.5% | Added |
| Morgan Stanley | 853,990 | $73.6M | 0.01% | +142,472+20.0% | Added |
| LSV Asset Management | 858,500 | $74.0M | 0.17% | −7,800−0.9% | Reduced |
| Northern Trust Corp | 870,221 | $75.0M | 0.01% | +319,021+57.9% | Added |
| Bank of America Corp | 954,705 | $82.3M | 0.01% | +231,192+32.0% | Added |
| Goldman Sachs Group Inc | 983,263 | $84.8M | 0.02% | +205,872+26.5% | Added |
| Slate Path Capital LP | 1,145,180 | $98.7M | 2.75% | −263,820−18.7% | Reduced |
| JPMorgan Chase & Co | 1,269,817 | $109.5M | 0.01% | +118,732+10.3% | Added |
| Invesco Ltd. | 1,315,964 | $113.5M | 0.03% | +213,039+19.3% | Added |
| Nuveen Asset Management, LLC | 1,413,786 | $121.9M | 0.04% | +907,203+179.1% | Added |
| Thrivent Financial for Lutherans | 1,468,995 | $126.7M | 0.30% | +256,464+21.2% | Added |
| Ceredex Value Advisors LLC | 1,511,873 | $130.4M | 2.30% | +289,380+23.7% | Added |
| Pacer Advisors, Inc. | 1,532,827 | $132.2M | 0.51% | −249,972−14.0% | Reduced |
| Dimensional Fund Advisors LP | 1,692,984 | $146.0M | 0.05% | +105,560+6.6% | Added |
| Price T Rowe Associates Inc | 1,918,490 | $165.4M | 0.02% | +200,070+11.6% | Added |
| Geode Capital Management, LLC | 2,018,970 | $173.9M | 0.02% | +170,328+9.2% | Added |
| Glendon Capital Management LP | 2,124,060 | $183.1M | 17.71% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,193,652 | $189.2M | 0.30% | −720,841−24.7% | Reduced |
| FMR LLC | 2,448,847 | $211.2M | 0.02% | +111,294+4.8% | Added |
| Lord, Abbett & Co. LLC | 2,723,456 | $234.8M | 0.87% | +426,560+18.6% | Added |
| Clearbridge Investments, LLC | 2,868,445 | $247.3M | 0.24% | −10,328−0.4% | Reduced |
| Kimmeridge Energy Management Company, LLC | 3,153,879 | $272.0M | 11.64% | +439,186+16.2% | Added |
| Bank of New York Mellon Corp | 3,235,870 | $279.0M | 0.06% | +427,181+15.2% | Added |
| State Street Corp | 3,668,542 | $316.3M | 0.02% | +1,355,562+58.6% | Added |
| Massachusetts Financial Services Co | 4,104,685 | $353.9M | 0.12% | +936,169+29.5% | Added |
| Wellington Management Group LLP | 5,192,509 | $447.8M | 0.09% | −845,611−14.0% | Reduced |
| Capital World Investors | 5,660,985 | $488.1M | 0.10% | −4,055,137−41.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 6,701,337 | $577.9M | 0.41% | +969,167+16.9% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 7,000,067 | $603.6M | 9.18% | −349,933−4.8% | Reduced |
| BlackRock Inc. | 11,422,017 | $984.9M | 0.03% | +5,050,465+79.3% | Added |
| Blackstone Group Inc. | 12,665,899 | $1.09B | 4.69% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,852,961 | $1.11B | 0.03% | +257,880+2.0% | Added |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −483,500−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −405,788−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −380,389−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −220,138−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −136,600−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −106,771−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −99,380−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −88,329−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −77,079−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −76,024−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −49,457−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −43,098−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −38,600−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −35,018−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −29,629−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −27,419−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,966−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −17,752−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |