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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 107,954 | $9.31M | 0.31% | +59,371+122.2% | Added |
| American Century Companies Inc | 105,242 | $9.08M | 0.01% | +22,612+27.4% | Added |
| Prospera Financial Services Inc | 104,872 | $9.04M | 0.35% | −2,658−2.5% | Reduced |
| Royal Bank of Canada | 102,475 | $8.84M | 0.00% | +14,440+16.4% | Added |
| Credit Suisse AG | 101,829 | $8.78M | 0.01% | +6,583+6.9% | Added |
| Bridgewater Associates, LP | 99,960 | $8.62M | 0.05% | +99,960 | New |
| Manufacturers Life Insurance Company, The | 99,314 | $8.56M | 0.00% | +94,272+1,869.7% | Added |
| Caption Management, LLC | 98,500 | $8.49M | 1.10% | −13,000−11.7% | Reduced |
| Long Focus Capital Management, LLC | 96,175 | $8.29M | 1.19% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 96,004 | $8.28M | 0.17% | −11,346−10.6% | Reduced |
| Texas Permanent School Fund | 95,534 | $8.24M | 0.08% | +95,534 | New |
| 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 |
| Citigroup Inc | 93,700 | $8.08M | 0.01% | −1,516−1.6% | Reduced |
| Envestnet Asset Management Inc | 91,072 | $7.85M | 0.00% | +44,966+97.5% | Added |
| Ancora Advisors, LLC | 88,850 | $7.66M | 0.21% | +44,360+99.7% | Added |
| Goehring & Rozencwajg Associates, LLC | 88,035 | $7.59M | 1.86% | +2,860+3.4% | Added |
| New York State Teachers Retirement System | 87,681 | $7.56M | 0.02% | +87,681 | New |
| Gilder Gagnon Howe & Co LLC | 86,882 | $7.49M | 0.11% | −416−0.5% | Reduced |
| Mackenzie Financial Corp | 89,904 | $7.46M | 0.01% | −16,692−15.7% | Reduced |
| Royce & Associates LP | 84,288 | $7.27M | 0.07% | −957−1.1% | Reduced |
| Advisors Asset Management, Inc. | 83,940 | $7.24M | 0.16% | +11,079+15.2% | Added |
| Ensign Peak Advisors, Inc | 83,335 | $7.19M | 0.02% | −35,020−29.6% | Reduced |
| Comerica Bank | 83,223 | $7.18M | 0.04% | +83,223 | New |
| LPL Financial LLC | 82,509 | $7.11M | 0.00% | +3,240+4.1% | Added |
| Amalgamated Bank | 78,916 | $6.80M | 0.06% | +60,180+321.2% | Added |
| Franklin Resources Inc | 78,194 | $6.74M | 0.00% | +20,180+34.8% | Added |
| Truist Financial Corp | 76,031 | $6.56M | 0.01% | −5,206−6.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 74,903 | $6.46M | 0.02% | +3,819+5.4% | Added |
| HSBC Holdings PLC | 74,415 | $6.42M | 0.01% | +18,332+32.7% | Added |
| Man Group plc | – | $6.35M | 0.02% | – | – |
| OnyxPoint Global Management LP | 72,575 | $6.26M | 3.80% | 00.0% | Unchanged |
| DnB Asset Management AS | 70,158 | $6.05M | 0.04% | +53,707+326.5% | Added |
| Janney Montgomery Scott LLC | 66,057 | $5.70M | 0.02% | −150−0.2% | Reduced |
| Moore Capital Management, LP | 65,396 | $5.64M | 0.15% | +62,896+2,515.8% | Added |
| MetLife Investment Management | 64,759 | $5.58M | 0.04% | +62,247+2,478.0% | Added |
| Walleye Capital LLC | 63,088 | $5.44M | 0.08% | −224,405−78.1% | Reduced |
| Russell Investments Group, Ltd. | 61,679 | $5.32M | 0.01% | +22,075+55.7% | Added |
| Nicholas Investment Partners, LP | 61,500 | $5.30M | 0.40% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 60,974 | $5.26M | 0.03% | +2,937+5.1% | Added |
| Robeco Institutional Asset Management B.V. | 60,164 | $5.19M | 0.01% | −540−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 59,502 | $5.13M | 0.02% | −2,070−3.4% | Reduced |
| L & S Advisors Inc | 58,317 | $5.03M | 0.72% | +58,317 | New |
| Knightsbridge Asset Management, LLC | 57,456 | $4.95M | 1.56% | −4,712−7.6% | Reduced |
| Oregon Public Employees Retirement Fund | 57,005 | $4.92M | 0.07% | +21,230+59.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,748 | $4.81M | 0.01% | −5,548−9.1% | Reduced |
| Pinnacle Associates Ltd | 52,363 | $4.52M | 0.08% | −200.0% | Reduced |
| Yousif Capital Management, LLC | 52,304 | $4.51M | 0.06% | +52,304 | New |
| First Dallas Securities Inc. | 51,719 | $4.46M | 1.03% | +13,271+34.5% | Added |
| Public Employees Retirement System of Ohio | 51,684 | $4.46M | 0.02% | −8,069−13.5% | Reduced |
| Nwam LLC | 51,612 | $4.45M | 0.45% | +1,753+3.5% | Added |
| Prudential PLC | 50,558 | $4.36M | 0.05% | +41,186+439.5% | Added |
| West Family Investments, Inc. | 50,000 | $4.31M | 1.50% | 00.0% | Unchanged |
| South Dakota Investment Council | 46,387 | $4.00M | 0.09% | +20,194+77.1% | Added |
| Asset Management One Co.,Ltd. | 44,541 | $3.84M | 0.02% | −735−1.6% | Reduced |
| TCW Group Inc | 44,121 | $3.80M | 0.05% | −72,100−62.0% | Reduced |
| Bank of Montreal | 44,443 | $3.80M | 0.00% | +9,246+26.3% | Added |
| ExodusPoint Capital Management, LP | 43,606 | $3.76M | 0.05% | +43,606 | New |
| Rockefeller Capital Management L.P. | 43,562 | $3.76M | 0.01% | −3,205−6.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,430 | $3.74M | 0.02% | +4,892+12.7% | Added |
| Korea Investment CORP | 41,668 | $3.59M | 0.01% | −295,107−87.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 39,493 | $3.41M | 0.03% | +39,493 | New |
| Ontario Teachers Pension Plan Board | 39,442 | $3.40M | 0.04% | −13,102−24.9% | Reduced |
| Guggenheim Capital LLC | 38,516 | $3.32M | 0.03% | +14,732+61.9% | Added |
| Teachers Retirement System of the State of Kentucky | 37,945 | $3.27M | 0.03% | +37,945 | New |
| Delphi Financial Group, Inc. | 36,720 | $3.17M | 1.53% | +12,020+48.7% | Added |
| Agf Management Ltd | 35,362 | $3.05M | 0.02% | +35,362 | New |
| Hantz Financial Services, Inc. | 35,146 | $3.03M | 0.08% | +776+2.3% | Added |
| Pacific Global Investment Management CO | 34,490 | $2.97M | 0.65% | −1,117−3.1% | Reduced |
| Penn Capital Management Co Inc | 32,919 | $2.88M | 0.30% | −800−2.4% | Reduced |
| Ulland Investment Advisors, LLC | 33,283 | $2.87M | 3.15% | −1,568−4.5% | Reduced |
| Hartree Partners, LP | 33,000 | $2.85M | 1.16% | −20,000−37.7% | Reduced |
| Nomura Asset Management Co Ltd | 32,837 | $2.83M | 0.01% | +4,229+14.8% | Added |
| State of Michigan Retirement System | 32,200 | $2.78M | 0.02% | +25,900+411.1% | Added |
| Louisiana State Employees Retirement System | 31,900 | $2.75M | 0.06% | +31,900 | New |
| Schroder Investment Management Group | 31,608 | $2.73M | 0.00% | −5,205−14.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 31,435 | $2.71M | 1.42% | −990−3.1% | Reduced |
| Hennessy Advisors Inc | 31,300 | $2.70M | 0.19% | −800−2.5% | Reduced |
| Huber Capital Management LLC | 31,098 | $2.68M | 0.63% | −23,500−43.0% | Reduced |
| Arizona State Retirement System | 31,044 | $2.68M | 0.02% | −207−0.7% | Reduced |
| SEI Investments Co | 31,022 | $2.67M | 0.00% | +388+1.3% | Added |
| Edgestream Partners, L.P. | 29,998 | $2.59M | 0.21% | +29,998 | New |
| Miller Value Partners, LLC | 29,200 | $2.52M | 1.58% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 28,270 | $2.44M | 0.16% | +3,958+16.3% | Added |
| Greatmark Investment Partners, Inc. | 26,318 | $2.27M | 0.40% | +880+3.5% | Added |
| Jackson Hole Capital Partners, LLC | 26,155 | $2.26M | 0.66% | +22,761+670.6% | Added |
| Keeley-Teton Advisors, LLC | 25,764 | $2.22M | 0.31% | −3,784−12.8% | Reduced |
| Ameritas Investment Partners, Inc. | 25,230 | $2.18M | 0.09% | +25,230 | New |
| Easterly Investment Partners LLC | 25,055 | $2.16M | 0.24% | −9,020−26.5% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $2.16M | 0.24% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 24,951 | $2.15M | 0.06% | +24,951 | New |
| KBC Group NV | 24,597 | $2.12M | 0.01% | −118−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,782 | $1.96M | 0.02% | +22,782 | New |
| IMC-Chicago, LLC | 22,695 | $1.96M | 0.13% | +22,695 | New |
| Weiss Multi-Strategy Advisers LLC | 22,673 | $1.96M | 0.05% | −61,786−73.2% | Reduced |
| Storebrand Asset Management AS | 22,647 | $1.95M | 0.01% | +3,130+16.0% | Added |
| State of Tennessee, Treasury Department | 22,604 | $1.95M | 0.01% | +22,604 | New |
| Commonwealth Equity Services, LLC | 22,566 | $1.95M | 0.00% | −5,150−18.6% | Reduced |
| Bridgeway Capital Management, LLC | 22,300 | $1.92M | 0.05% | +100+0.5% | Added |
| Settian Capital LP | 22,200 | $1.91M | 1.62% | 00.0% | Unchanged |