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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 6,700 | $578.0K | 0.00% | +300+4.7% | Added |
| Citizens National Bank Trust Department | 6,667 | $574.9K | 0.16% | +230+3.6% | Added |
| Jefferies Financial Group Inc. | 6,650 | $573.4K | 0.01% | +6,650 | New |
| Marshall Wace, LLP | 6,607 | $569.7K | 0.00% | −108,393−94.3% | Reduced |
| Adell Harriman & Carpenter Inc | 6,550 | $564.8K | 0.06% | +500+8.3% | Added |
| Banco Santander, S.A. | 6,519 | $562.1K | 0.01% | −160−2.4% | Reduced |
| CIBC Asset Management Inc | 6,512 | $561.5K | 0.00% | −240−3.6% | Reduced |
| Confluence Investment Management LLC | 6,361 | $548.5K | 0.01% | −35−0.5% | Reduced |
| Dark Forest Capital Management LP | 6,272 | $540.8K | 0.05% | −31,973−83.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,271 | $540.7K | 0.01% | +6,271 | New |
| Raymond James Financial Services Advisors, Inc. | 6,243 | $538.3K | 0.00% | −753−10.8% | Reduced |
| Nordea Investment Management AB | 6,222 | $536.3K | 0.00% | +1,357+27.9% | Added |
| ProShare Advisors LLC | 6,076 | $523.9K | 0.00% | +6,076 | New |
| Impact Partnership Wealth, LLC | 5,916 | $510.2K | 0.16% | +5,916 | New |
| Alhambra Investment Partners LLC | 5,702 | $491.7K | 0.32% | +5,702 | New |
| Guidance Capital, Inc | 5,842 | $484.7K | 0.22% | +446+8.3% | Added |
| First Hawaiian Bank | 5,619 | $484.5K | 0.02% | −1,003−15.1% | Reduced |
| US Bancorp | 5,493 | $473.7K | 0.00% | −133−2.4% | Reduced |
| Ibex Wealth Advisors | 5,402 | $466.0K | 0.12% | +5,402 | New |
| Capital Impact Advisors, LLC | 5,200 | $448.4K | 0.75% | −3,027−36.8% | Reduced |
| HRT Financial LP | 5,131 | $442.0K | 0.00% | −3,508−40.6% | Reduced |
| Salem Investment Counselors Inc | 5,094 | $439.3K | 0.02% | −165−3.1% | Reduced |
| Gruss & Co., LLC | 5,000 | $431.1K | 3.65% | +5,000 | New |
| Meixler Investment Management, Ltd. | 4,995 | $430.7K | 0.39% | −1,531−23.5% | Reduced |
| Cetera Investment Advisers | 4,990 | $430.3K | 0.00% | −1,020−17.0% | Reduced |
| Intech Investment Management LLC | 4,987 | $430.0K | 0.01% | +4,987 | New |
| Shelton Capital Management | 4,969 | $428.5K | 0.02% | +4,969 | New |
| AdvisorShares Investments LLC | 4,844 | $417.7K | 0.11% | +4,844 | New |
| GFG Capital, LLC | 4,710 | $406.1K | 0.13% | +4,710 | New |
| Cetera Advisor Networks LLC | 4,595 | $396.3K | 0.00% | −4,431−49.1% | Reduced |
| M&T Bank Corp | 4,595 | $396.0K | 0.00% | +10+0.2% | Added |
| Tower Research Capital LLC (TRC) | 4,456 | $384.2K | 0.01% | −11,569−72.2% | Reduced |
| Investment Management Corp of Ontario | 4,444 | $383.2K | 0.02% | +4,444 | New |
| Wintrust Investments LLC | 4,320 | $373.0K | 0.04% | +65+1.5% | Added |
| Connacht Asset Management LP | 4,306 | $371.3K | 2.20% | −2,791−39.3% | Reduced |
| Fifth Third Bancorp | 4,306 | $371.3K | 0.00% | +4,306 | New |
| Signet Financial Management, LLC | 4,289 | $369.8K | 0.06% | +4,289 | New |
| Symmetry Partners, LLC | 4,277 | $369.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,275 | $368.6K | 0.06% | −1,050−19.7% | Reduced |
| CWM Advisors, LLC | 4,235 | $365.2K | 0.05% | −426−9.1% | Reduced |
| Hancock Whitney Corp | 4,121 | $355.4K | 0.01% | −144−3.4% | Reduced |
| Balboa Wealth Partners | 4,001 | $345.0K | 0.13% | +475+13.5% | Added |
| Spirit of America Management Corp | 4,000 | $344.9K | 0.08% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,860 | $332.8K | 0.00% | +3,860 | New |
| Quantamental Technologies LLC | 3,812 | $328.7K | 0.31% | +3,812 | New |
| AAFMAA Wealth Management & Trust LLC | 3,799 | $327.6K | 0.30% | −262−6.5% | Reduced |
| Mariner, LLC | 3,715 | $320.3K | 0.00% | +497+15.4% | Added |
| CenterBook Partners LP | 3,632 | $313.2K | 0.04% | +3,632 | New |
| Greenland Capital Management LP | 3,623 | $312.4K | 0.04% | +3,623 | New |
| Stratos Wealth Partners, LTD. | 3,607 | $311.1K | 0.01% | +165+4.8% | Added |
| Seaport Global Advisors, LLC | 3,351 | $289.0K | 0.87% | +1,213+56.7% | Added |
| Baker Tilly Wealth Management, LLC | 3,268 | $281.8K | 0.05% | −7,910−70.8% | Reduced |
| Stonegate Investment Group, LLC | 3,259 | $281.0K | 0.01% | +58+1.8% | Added |
| Los Angeles Capital Management LLC | 3,248 | $280.1K | 0.00% | +3,248 | New |
| Bartlett & Co. LLC | 3,245 | $280.0K | 0.01% | −1,000−23.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,245 | $279.8K | 0.01% | −1,000−23.6% | Reduced |
| Apollon Wealth Management, LLC | 3,189 | $275.0K | 0.01% | +752+30.9% | Added |
| Covestor Ltd | 3,138 | $271.0K | 0.20% | +575+22.4% | Added |
| Tudor Investment Corp Et Al | 3,093 | $266.7K | 0.00% | +3,093 | New |
| Advisor Partners II, LLC | 3,051 | $263.1K | 0.01% | −497−14.0% | Reduced |
| Profund Advisors LLC | 3,049 | $262.9K | 0.01% | +3,049 | New |
| Envestnet Portfolio Solutions, Inc. | 3,040 | $262.1K | 0.00% | +3,040 | New |
| Shell Asset Management Co | 3,013 | $260.0K | 0.01% | −47−1.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,011 | $260.0K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 143 | $259.2K | 0.12% | −2,927−95.3% | Reduced |
| LGT Group Foundation | 3,040 | $254.3K | 0.01% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,863 | $254.1K | 0.09% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 2,900 | $250.1K | 0.00% | −19,583−87.1% | Reduced |
| Cim Investment Mangement Inc | 2,871 | $247.6K | 0.09% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,869 | $247.4K | 0.04% | −3,263−53.2% | Reduced |
| First Citizens Bank & Trust Co | 2,858 | $246.4K | 0.00% | +2,858 | New |
| Pathstone Family Office, LLC | 2,850 | $245.8K | 0.00% | +2,850 | New |
| Moloney Securities Asset Management, LLC | 2,827 | $243.8K | 0.04% | −30−1.1% | Reduced |
| Forum Financial Management, LP | 2,812 | $242.5K | 0.01% | +163+6.2% | Added |
| Valeo Financial Advisors, LLC | 2,803 | $241.7K | 0.01% | +199+7.6% | Added |
| Blair William & Co | 2,770 | $238.9K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 2,753 | $237.4K | 0.00% | +34+1.3% | Added |
| Meeder Asset Management Inc | 2,752 | $237.3K | 0.02% | +2,752 | New |
| Ossiam | 2,742 | $236.4K | 0.00% | −2,798−50.5% | Reduced |
| Arden Trust Co | 2,736 | $235.9K | 0.04% | −1,937−41.5% | Reduced |
| Terril Brothers, Inc. | 2,700 | $232.8K | 0.11% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,660 | $229.4K | 0.05% | +127+5.0% | Added |
| Texas Yale Capital Corp. | 2,650 | $228.5K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,577 | $222.2K | 0.07% | +2,577 | New |
| B. Metzler seel. Sohn & Co. AG | 2,566 | $221.3K | 0.00% | +2,566 | New |
| Axxcess Wealth Management, LLC | 2,564 | $221.1K | 0.01% | −109−4.1% | Reduced |
| Susquehanna International Group, LLP | 2,558 | $220.6K | 0.00% | −41,324−94.2% | Reduced |
| Prelude Capital Management, LLC | 2,540 | $219.0K | 0.02% | −15−0.6% | Reduced |
| Corsair Capital Management, L.P. | 2,486 | $214.4K | 0.07% | −10.0% | Reduced |
| Ci Investments Inc. | 2,446 | $211.0K | 0.00% | −34,741−93.4% | Reduced |
| Kestra Advisory Services, LLC | 2,446 | $210.9K | 0.00% | −605−19.8% | Reduced |
| Vestcor Inc | 2,437 | $210.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,399 | $207.0K | 0.00% | +239+11.1% | Added |
| Caldwell Sutter Capital, Inc. | 2,125 | $183.2K | 0.10% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,041 | $175.0K | 0.13% | +3+0.1% | Added |
| Ashburton (Jersey) Ltd | 1,930 | $162.0K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 1,403 | $121.0K | 0.00% | −994−41.5% | Reduced |
| Signaturefd, LLC | 1,073 | $92.5K | 0.00% | +16+1.5% | Added |
| Leonteq Securities AG | 1,023 | $88.2K | 0.01% | −2,089−67.1% | Reduced |
| Ostrum Asset Management | 1,017 | $87.7K | 0.01% | −7−0.7% | Reduced |