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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 22,000 | $1.90M | 0.10% | −10,000−31.3% | Reduced |
| Teza Capital Management LLC | 21,991 | $1.90M | 0.31% | +21,991 | New |
| Quantbot Technologies LP | 21,966 | $1.89M | 0.13% | +13,758+167.6% | Added |
| New Mexico Educational Retirement Board | 21,800 | $1.88M | 0.08% | +21,800 | New |
| Utah Retirement Systems | 21,800 | $1.88M | 0.03% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 21,285 | $1.84M | 0.21% | −2,234−9.5% | Reduced |
| Empowered Funds, LLC | 21,269 | $1.83M | 0.05% | −285−1.3% | Reduced |
| Toronto Dominion Bank | 20,962 | $1.81M | 0.00% | −5,953−22.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,945 | $1.81M | 0.00% | −56,542−73.0% | Reduced |
| Scotia Capital Inc. | 20,676 | $1.78M | 0.01% | +20,676 | New |
| IFM Investors Pty Ltd | 20,383 | $1.76M | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 20,000 | $1.73M | 0.68% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 19,925 | $1.72M | 0.02% | +13,370+204.0% | Added |
| Braun Stacey Associates Inc | 19,875 | $1.71M | 0.08% | −150−0.7% | Reduced |
| Cottage Street Advisors LLC | 19,634 | $1.69M | 1.24% | +19,634 | New |
| Redwood Capital Management, LLC | 18,824 | $1.62M | 0.30% | 00.0% | Unchanged |
| Central Trust Co | 18,728 | $1.61M | 0.05% | −4,037−17.7% | Reduced |
| Barnett & Company, Inc. | 18,728 | $1.61M | 1.26% | +5,228+38.7% | Added |
| Panagora Asset Management Inc | 18,564 | $1.60M | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 18,423 | $1.59M | 0.14% | +18,423 | New |
| Parallax Volatility Advisers, L.P. | 17,974 | $1.55M | 0.05% | +15,102+525.8% | Added |
| Teacher Retirement System of Texas | 17,425 | $1.50M | 0.01% | −341−1.9% | Reduced |
| NYL Investors LLC | 17,058 | $1.47M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 17,055 | $1.47M | 0.00% | +3,655+27.3% | Added |
| Ares Management LLC | 17,000 | $1.47M | 0.04% | +2,000+13.3% | Added |
| Advisor Group Holdings, Inc. | 16,581 | $1.43M | 0.00% | +8,915+116.3% | Added |
| National Bank of Canada | 15,856 | $1.38M | 0.00% | +771+5.1% | Added |
| 1832 Asset Management L.P. | 15,898 | $1.37M | 0.00% | −2,276−12.5% | Reduced |
| Byrne Asset Management LLC | – | $1.34M | 1.11% | – | – |
| Oppenheimer & Co Inc | 15,344 | $1.32M | 0.03% | +8,896+138.0% | Added |
| Thornburg Investment Management Inc | 15,128 | $1.32M | 0.02% | −106,229−87.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,000 | $1.29M | 0.55% | +15,000 | New |
| Bokf, NA | 15,000 | $1.29M | 0.03% | −5,000−25.0% | Reduced |
| Lazard Asset Management LLC | 14,612 | $1.26M | 0.00% | +116+0.8% | Added |
| TD Asset Management Inc | 14,529 | $1.25M | 0.00% | +367+2.6% | Added |
| CMC Financial Group | 14,436 | $1.24M | 1.96% | +1,229+9.3% | Added |
| Public Sector Pension Investment Board | 14,262 | $1.23M | 0.01% | +1,600+12.6% | 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 |
| Davenport & Co LLC | 14,112 | $1.22M | 0.01% | +602+4.5% | Added |
| NBC Securities, Inc. | 14,100 | $1.22M | 0.13% | +14,100 | New |
| Xponance, Inc. | 14,072 | $1.21M | 0.02% | +9,604+215.0% | Added |
| Hohimer Wealth Management, LLC | 13,528 | $1.17M | 0.33% | +200+1.5% | Added |
| Sunbelt Securities, Inc. | 13,447 | $1.16M | 0.16% | −29−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 13,400 | $1.16M | 0.02% | +1,149+9.4% | Added |
| X-Square Capital, LLC | 13,730 | $1.15M | 0.77% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 13,123 | $1.13M | 0.08% | +829+6.7% | Added |
| TownSquare Capital, LLC | 13,104 | $1.13M | 0.02% | +816+6.6% | Added |
| Federated Hermes, Inc. | 13,023 | $1.12M | 0.00% | +13,023 | New |
| Public Employees Retirement Association of Colorado | 12,970 | $1.12M | 0.01% | −1,028−7.3% | Reduced |
| Nissay Asset Management Corp | 12,295 | $1.06M | 0.01% | +340+2.8% | Added |
| Toroso Investments, LLC | 11,803 | $1.02M | 0.03% | +409+3.6% | Added |
| Aurora Investment Counsel | 11,730 | $1.01M | 0.67% | 00.0% | Unchanged |
| Calamos Advisors LLC | 11,661 | $1.01M | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 11,400 | $983.0K | 0.35% | +11,400 | New |
| Readystate Asset Management LP | 11,300 | $974.4K | 0.08% | +11,300 | New |
| Clear Harbor Asset Management, LLC | 11,169 | $963.1K | 0.10% | +770+7.4% | Added |
| GWM Advisors LLC | 11,130 | $959.8K | 0.01% | +10,987+7,683.2% | Added |
| Private Advisor Group, LLC | 11,019 | $950.2K | 0.01% | −137−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 10,758 | $927.0K | 0.03% | −957−8.2% | Reduced |
| Wedbush Securities Inc | 10,565 | $911.0K | 0.05% | +1,652+18.5% | Added |
| British Columbia Investment Management Corp | 10,371 | $894.3K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 10,359 | $893.3K | 0.09% | +5,744+124.5% | Added |
| Moran Wealth Management, LLC | 10,329 | $890.7K | 0.03% | +3,717+56.2% | Added |
| HighVista Strategies LLC | 10,216 | $880.9K | 0.41% | +2,300+29.1% | Added |
| Maryland State Retirement & Pension System | 10,027 | $864.6K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,000 | $862.3K | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 9,552 | $823.7K | 0.02% | +9,552 | New |
| Securian Asset Management, Inc | 9,445 | $814.4K | 0.02% | +9,445 | New |
| Dynamic Technology Lab Private Ltd | 9,340 | $805.0K | 0.08% | −9,501−50.4% | Reduced |
| FORA Capital, LLC | 9,299 | $801.9K | 0.07% | +4,966+114.6% | Added |
| Aviva PLC | 9,284 | $800.6K | 0.00% | +9,284 | New |
| DekaBank Deutsche Girozentrale | 9,288 | $790.0K | 0.00% | +3,732+67.2% | Added |
| FIL Ltd | 9,080 | $783.0K | 0.00% | +835+10.1% | Added |
| Captrust Financial Advisors | 8,744 | $754.0K | 0.00% | +2,264+34.9% | Added |
| Citadel Advisors LLC | 8,669 | $747.5K | 0.00% | −1,184,331−99.3% | Reduced |
| Sherbrooke Park Advisers LLC | 8,634 | $744.5K | 0.24% | +8,634 | New |
| Seven Eight Capital, LP | 8,522 | $734.9K | 0.09% | +1,408+19.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,504 | $733.0K | 0.00% | −747−8.1% | Reduced |
| CI Private Wealth, LLC | 8,456 | $729.2K | 0.00% | −138−1.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,355 | $720.5K | 0.01% | +52+0.6% | Added |
| D.A. Davidson & Co. | 8,200 | $707.1K | 0.01% | −2,551−23.7% | Reduced |
| Independent Advisor Alliance | 8,171 | $704.6K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,062 | $697.0K | 0.00% | +1,184+17.2% | Added |
| Advisory Services Network, LLC | 7,907 | $681.8K | 0.02% | −129−1.6% | Reduced |
| Diametric Capital, LP | 7,877 | $679.2K | 0.28% | +3,656+86.6% | Added |
| Bank of Nova Scotia | 7,838 | $675.9K | 0.00% | +7,838 | New |
| U S Global Investors Inc | 7,500 | $646.7K | 0.05% | +7,500 | New |
| First Eagle Investment Management, LLC | 7,443 | $641.8K | 0.00% | −18,040−70.8% | Reduced |
| Crossmark Global Holdings, Inc. | 7,209 | $640.0K | 0.01% | +7,209 | New |
| MML Investors Services, LLC | 7,211 | $622.0K | 0.00% | +165+2.3% | Added |
| AE Wealth Management LLC | 7,200 | $620.9K | 0.00% | +7,200 | New |
| Founders Financial Securities LLC | 7,197 | $620.6K | 0.08% | +594+9.0% | Added |
| The PNC Financial Services Group, Inc. | 7,181 | $619.2K | 0.00% | +1,166+19.4% | Added |
| Mercer Global Advisors Inc | 7,159 | $617.0K | 0.00% | +141+2.0% | Added |
| Burns Matteson Capital Management, LLC | 7,153 | $616.8K | 0.39% | +7,153 | New |
| Denali Advisors LLC | 6,998 | $603.4K | 0.21% | +1,203+20.8% | Added |
| QRG Capital Management, Inc. | 6,808 | $587.1K | 0.01% | +6,808 | New |
| Harvest Investment Services, LLC | 6,758 | $582.7K | 0.38% | +6,758 | New |
| Avantax Advisory Services, Inc. | 6,751 | $582.2K | 0.01% | −753−10.0% | Reduced |