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; 853 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, Q4 2023
Institutional positions in Expand Energy Corp as of Dec 31, 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
- 467
- −6 vs. Q3 2023
- Shares held
- 132.6M
- −3.81M (−2.8%) vs. Q3 2023
- Total value
- $10.2B
- −$1.57B (−13.3%) vs. Q3 2023
- New holders
- 68
- 125 more added
- Sold out
- 74
- 207 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 853 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,673,082 | $975.1M | 0.02% | −179,879−1.4% | Reduced |
| Blackstone Group Inc. | 12,665,899 | $974.5M | 4.51% | 00.0% | Unchanged |
| BlackRock Inc. | 11,227,920 | $863.9M | 0.02% | −194,097−1.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 8,792,131 | $676.5M | 0.44% | +2,090,794+31.2% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 7,000,067 | $538.6M | 8.46% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,921,820 | $378.7M | 0.07% | −270,689−5.2% | Reduced |
| Massachusetts Financial Services Co | 4,317,920 | $332.2M | 0.11% | +213,235+5.2% | Added |
| State Street Corp | 3,922,024 | $301.8M | 0.01% | +253,482+6.9% | Added |
| Capital World Investors | 3,311,714 | $254.8M | 0.05% | −2,349,271−41.5% | Reduced |
| Kimmeridge Energy Management Company, LLC | 3,153,879 | $242.7M | 11.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,836,715 | $218.3M | 0.04% | −399,155−12.3% | Reduced |
| Price T Rowe Associates Inc | 2,720,681 | $209.3M | 0.03% | +802,191+41.8% | Added |
| Thrivent Financial for Lutherans | 2,560,128 | $197.0M | 0.43% | +1,091,133+74.3% | Added |
| Lord, Abbett & Co. LLC | 2,291,538 | $176.3M | 0.62% | −431,918−15.9% | Reduced |
| Glendon Capital Management LP | 2,124,060 | $163.3M | 12.34% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,069,130 | $159.2M | 0.24% | −124,522−5.7% | Reduced |
| Geode Capital Management, LLC | 2,068,238 | $158.9M | 0.02% | +49,268+2.4% | Added |
| Dimensional Fund Advisors LP | 1,958,837 | $150.7M | 0.04% | +265,853+15.7% | Added |
| FMR LLC | 1,793,766 | $138.0M | 0.01% | −655,081−26.8% | Reduced |
| Ceredex Value Advisors LLC | 1,467,225 | $112.9M | 1.96% | −44,648−3.0% | Reduced |
| Nuveen Asset Management, LLC | 1,322,259 | $101.7M | 0.03% | −91,527−6.5% | Reduced |
| Invesco Ltd. | 1,318,453 | $101.4M | 0.02% | +2,489+0.2% | Added |
| Clearbridge Investments, LLC | 1,208,212 | $93.0M | 0.08% | −1,660,233−57.9% | Reduced |
| Pacer Advisors, Inc. | 1,200,473 | $92.4M | 0.26% | −332,354−21.7% | Reduced |
| JPMorgan Chase & Co | 1,040,189 | $80.0M | 0.01% | −229,628−18.1% | Reduced |
| Bank of America Corp | 1,002,132 | $77.1M | 0.01% | +47,427+5.0% | Added |
| Northern Trust Corp | 860,223 | $66.2M | 0.01% | −9,998−1.1% | Reduced |
| Cannell Peter B & Co Inc | 824,782 | $63.5M | 2.01% | +58,253+7.6% | Added |
| LSV Asset Management | 822,190 | $63.3M | 0.14% | −36,310−4.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 809,963 | $62.3M | 1.01% | +93,162+13.0% | Added |
| Goldman Sachs Group Inc | 767,211 | $59.0M | 0.01% | −216,052−22.0% | Reduced |
| Morgan Stanley | 723,172 | $55.6M | 0.00% | −130,818−15.3% | Reduced |
| Encompass Capital Advisors LLC | 669,775 | $51.5M | 3.01% | +669,775 | New |
| Point72 Asset Management, L.P. | 659,108 | $50.7M | 0.15% | +659,108 | New |
| Voya Investment Management LLC | 644,664 | $49.6M | 0.05% | +142,460+28.4% | Added |
| Janus Henderson Group PLC | 643,181 | $49.5M | 0.03% | −77,894−10.8% | Reduced |
| First Trust Advisors LP | 640,391 | $49.3M | 0.05% | +2,206+0.3% | Added |
| Charles Schwab Investment Management Inc | 640,285 | $49.3M | 0.01% | +11,133+1.8% | Added |
| Macquarie Group Ltd | 629,973 | $48.5M | 0.06% | +63,378+11.2% | Added |
| Kadensa Capital Ltd | 607,694 | $46.8M | 11.79% | +31,369+5.4% | Added |
| Neuberger Berman Group LLC | 561,278 | $43.2M | 0.04% | −50,959−8.3% | Reduced |
| Principal Financial Group Inc | 461,568 | $35.5M | 0.02% | −29,438−6.0% | Reduced |
| Legal & General Group Plc | 450,363 | $34.7M | 0.01% | −22,313−4.7% | Reduced |
| Amundi | 434,669 | $34.1M | 0.02% | −5,623−1.3% | Reduced |
| Sourcerock Group LLC | 430,000 | $33.1M | 3.28% | +430,000 | New |
| UBS Asset Management Americas Inc | 427,674 | $32.9M | 0.01% | −65,214−13.2% | Reduced |
| Scout Investments, Inc. | 416,941 | $32.1M | 0.80% | +416,941 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 410,343 | $31.6M | 0.14% | +6,605+1.6% | Added |
| UBS Group AG | 399,453 | $30.7M | 0.01% | +101,537+34.1% | Added |
| Schwartz Investment Counsel Inc | 384,200 | $29.6M | 1.15% | +3,200+0.8% | Added |
| Causeway Capital Management LLC | 381,075 | $29.3M | 0.75% | −292,117−43.4% | Reduced |
| Swiss National Bank | 351,800 | $27.1M | 0.02% | −13,900−3.8% | Reduced |
| Van Eck Associates Corp | 349,534 | $26.9M | 0.05% | −14,640−4.0% | Reduced |
| Rhumbline Advisers | 336,474 | $25.9M | 0.03% | −11,818−3.4% | Reduced |
| Deprince Race & Zollo Inc | 309,025 | $23.8M | 0.54% | +41,700+15.6% | Added |
| Citadel Advisors LLC | 300,598 | $23.1M | 0.02% | +291,929+3,367.5% | Added |
| Allianz Asset Management GmbH | 284,867 | $21.9M | 0.04% | −191,674−40.2% | Reduced |
| Patient Capital Management, LLC | 273,711 | $21.1M | 1.12% | −45,034−14.1% | Reduced |
| Retirement Systems of Alabama | 263,236 | $20.3M | 0.09% | +9,765+3.9% | Added |
| Sagefield Capital LP | 261,401 | $20.1M | 2.60% | −24,836−8.7% | Reduced |
| Sasco Capital Inc | 249,040 | $19.2M | 2.25% | −38,870−13.5% | Reduced |
| Wedge Capital Management L L P | 243,119 | $18.7M | 0.33% | +39,574+19.4% | Added |
| Deutsche Bank AG | 236,733 | $18.2M | 0.01% | −25,245−9.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 228,839 | $17.6M | 0.01% | −23,430−9.3% | Reduced |
| California Public Employees Retirement System | 225,958 | $17.4M | 0.01% | −13,275−5.5% | Reduced |
| Clough Capital Partners L P | 216,338 | $16.6M | 1.84% | −34,594−13.8% | Reduced |
| Alta Fundamental Advisers LLC | 213,940 | $16.5M | 8.80% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 212,065 | $16.3M | 0.23% | −46,589−18.0% | Reduced |
| AQR Capital Management LLC | 211,903 | $16.3M | 0.03% | −408,559−65.8% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 203,000 | $15.6M | 0.28% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 200,812 | $15.5M | 0.03% | −235,000−53.9% | Reduced |
| CIBC Private Wealth Group, LLC | 200,641 | $15.4M | 0.03% | 00.0% | Unchanged |
| Jennison Associates LLC | 197,552 | $15.2M | 0.01% | −52,179−20.9% | Reduced |
| Alliancebernstein L.P. | 196,051 | $15.1M | 0.01% | −543−0.3% | Reduced |
| Jane Street Group, LLC | 192,712 | $14.8M | 0.02% | −10,945−5.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 188,830 | $14.5M | 0.03% | +2,820+1.5% | Added |
| Barclays PLC | 188,153 | $14.5M | 0.01% | −105,737−36.0% | Reduced |
| Chartwell Investment Partners, LLC | 187,773 | $14.4M | 0.51% | +52,078+38.4% | Added |
| Kempen Capital Management N.V. | 170,702 | $13.1M | 0.18% | +11,304+7.1% | Added |
| Foundry Partners, LLC | 168,517 | $13.0M | 0.78% | −53,730−24.2% | Reduced |
| 1832 Asset Management L.P. | 165,833 | $12.8M | 0.02% | +149,935+943.1% | Added |
| Hodges Capital Management Inc. | 163,154 | $12.6M | 0.67% | +48,025+41.7% | Added |
| TD Asset Management Inc | 162,106 | $12.5M | 0.01% | +147,577+1,015.7% | Added |
| Brandes Investment Partners, LP | 158,882 | $12.2M | 0.19% | −25,110−13.6% | Reduced |
| California State Teachers Retirement System | 158,180 | $12.2M | 0.02% | −7,629−4.6% | Reduced |
| Hartree Partners, LP | 158,000 | $12.2M | 4.40% | +125,000+378.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 153,365 | $11.8M | 0.05% | +153,365 | New |
| Royal Bank of Canada | 153,057 | $11.8M | 0.00% | +50,582+49.4% | Added |
| HSBC Holdings PLC | 151,687 | $11.7M | 0.01% | +77,272+103.8% | Added |
| American International Group, Inc. | 150,605 | $11.6M | 0.05% | −8,021−5.1% | Reduced |
| Castle Hook Partners LP | 147,912 | $11.4M | 0.71% | −228,368−60.7% | Reduced |
| Wells Fargo & Company | 145,371 | $11.2M | 0.00% | −92,584−38.9% | Reduced |
| Ameriprise Financial Inc | 142,842 | $11.0M | 0.00% | −335,089−70.1% | Reduced |
| Gotham Asset Management, LLC | 141,230 | $10.9M | 0.20% | +45,226+47.1% | Added |
| HAP Trading, LLC | 140,119 | $10.8M | 3.16% | −21,934−13.5% | Reduced |
| M&G Investment Management Ltd | 138,970 | $10.7M | 0.06% | −9,289−6.3% | Reduced |
| Janney Capital Management LLC | 137,292 | $10.6M | 0.71% | −7,458−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 136,731 | $10.5M | 0.02% | +9,712+7.6% | Added |
| Susquehanna International Group, LLP | 135,702 | $10.4M | 0.02% | +133,144+5,205.0% | Added |
| Victory Capital Management Inc | 133,271 | $10.3M | 0.01% | +4,995+3.9% | Added |