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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 9,133 | $702.7K | 0.01% | −4,267−31.8% | Reduced |
| DekaBank Deutsche Girozentrale | 9,439 | $716.0K | 0.00% | +151+1.6% | Added |
| Securian Asset Management, Inc | 9,345 | $719.0K | 0.02% | −100−1.1% | Reduced |
| Glenorchy Capital Ltd | 9,505 | $731.4K | 0.69% | +9,505 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 9,605 | $739.0K | 0.33% | −21,830−69.4% | Reduced |
| Gulf International Bank (UK) Ltd | 9,733 | $748.0K | 0.02% | −1,025−9.5% | Reduced |
| FIL Ltd | 9,809 | $754.7K | 0.00% | +729+8.0% | Added |
| Freestone Capital Holdings, LLC | 10,000 | $769.4K | 0.03% | −12,000−54.5% | Reduced |
| Maryland State Retirement & Pension System | 10,027 | $771.5K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,042 | $772.6K | 0.01% | +42+0.4% | Added |
| Independent Advisor Alliance | 10,871 | $836.4K | 0.03% | +2,700+33.0% | Added |
| Thornburg Investment Management Inc | 10,819 | $840.1K | 0.01% | −4,309−28.5% | Reduced |
| Bridgeway Capital Management, LLC | 10,930 | $841.0K | 0.02% | −11,370−51.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 11,012 | $847.3K | 0.48% | +7,213+189.9% | Added |
| Federated Hermes, Inc. | 11,129 | $856.3K | 0.00% | −1,894−14.5% | Reduced |
| Davenport & Co LLC | 11,170 | $859.5K | 0.01% | −2,942−20.8% | Reduced |
| Calamos Advisors LLC | 11,661 | $897.2K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 11,903 | $915.8K | 0.09% | +734+6.6% | Added |
| NBC Securities, Inc. | 12,072 | $928.0K | 0.09% | −2,028−14.4% | Reduced |
| Tower Research Capital LLC (TRC) | 12,332 | $948.8K | 0.01% | +7,876+176.8% | Added |
| Nissay Asset Management Corp | 12,611 | $970.3K | 0.01% | +316+2.6% | Added |
| Nebula Research & Development LLC | 12,617 | $970.8K | 0.29% | +12,617 | New |
| GWM Advisors LLC | 12,966 | $973.4K | 0.01% | +1,836+16.5% | Added |
| Quest Partners LLC | 12,673 | $975.1K | 0.21% | +12,673 | New |
| Public Employees Retirement Association of Colorado | 12,699 | $977.0K | 0.00% | −271−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 12,711 | $978.3K | 0.00% | −3,870−23.3% | Reduced |
| Hohimer Wealth Management, LLC | 12,721 | $978.8K | 0.25% | −807−6.0% | Reduced |
| Aurora Investment Counsel | 11,795 | $985.8K | 0.64% | +65+0.6% | Added |
| KBC Group NV | 12,886 | $992.0K | 0.00% | −11,711−47.6% | Reduced |
| British Columbia Investment Management Corp | 12,947 | $996.1K | 0.01% | +2,576+24.8% | Added |
| Squarepoint Ops LLC | 13,111 | $1.01M | 0.00% | −111,553−89.5% | Reduced |
| Brinker Capital Investments, LLC | 12,878 | $1.01M | 0.01% | −1,272−9.0% | Reduced |
| Orion Portfolio Solutions, LLC | 12,878 | $1.01M | 0.01% | −1,272−9.0% | Reduced |
| X-Square Capital, LLC | 13,209 | $1.02M | 0.56% | −521−3.8% | Reduced |
| Lazard Asset Management LLC | 13,516 | $1.04M | 0.00% | −1,096−7.5% | Reduced |
| Great Lakes Advisors, LLC | 13,652 | $1.05M | 0.01% | +13,652 | New |
| Teacher Retirement System of Texas | 13,811 | $1.06M | 0.01% | −3,614−20.7% | Reduced |
| Toronto Dominion Bank | 13,881 | $1.07M | 0.00% | −7,081−33.8% | Reduced |
| Xponance, Inc. | 14,171 | $1.09M | 0.01% | +99+0.7% | Added |
| Oppenheimer & Co Inc | 14,288 | $1.10M | 0.02% | −1,056−6.9% | Reduced |
| Public Sector Pension Investment Board | 14,304 | $1.10M | 0.01% | +42+0.3% | Added |
| Toroso Investments, LLC | 14,509 | $1.12M | 0.03% | +2,706+22.9% | Added |
| Aft, Forsyth & Sober, LLC | 15,000 | $1.15M | 0.44% | 00.0% | Unchanged |
| HighVista Strategies LLC | 15,016 | $1.16M | 0.42% | +4,800+47.0% | Added |
| Byrne Asset Management LLC | 15,520 | $1.21M | 0.92% | – | – |
| National Bank of Canada | 15,864 | $1.26M | 0.00% | +8+0.1% | Added |
| NYL Investors LLC | 17,058 | $1.31M | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 17,216 | $1.32M | 0.11% | −34,396−66.6% | Reduced |
| Central Trust Co | 17,360 | $1.34M | 0.04% | −1,368−7.3% | Reduced |
| DnB Asset Management AS | 17,819 | $1.37M | 0.01% | −52,339−74.6% | Reduced |
| ING Groep NV | 18,000 | $1.38M | 0.01% | +18,000 | New |
| Barnett & Company, Inc. | 18,028 | $1.39M | 1.04% | −700−3.7% | Reduced |
| Redwood Investment Management, LLC | 18,190 | $1.40M | 0.13% | −233−1.3% | Reduced |
| Capital Fund Management S.A. | 18,447 | $1.42M | 0.02% | +18,447 | New |
| State of Alaska, Department of Revenue | 18,590 | $1.43M | 0.02% | −1,335−6.7% | Reduced |
| Redwood Capital Management, LLC | 18,824 | $1.45M | 0.26% | 00.0% | Unchanged |
| Jump Financial, LLC | 18,905 | $1.45M | 0.05% | +18,905 | New |
| Bramshill Investments, LLC | 19,008 | $1.46M | 0.14% | −2,277−10.7% | Reduced |
| Independent Financial Group, LLC | 19,145 | $1.47M | 0.08% | −9,125−32.3% | Reduced |
| Readystate Asset Management LP | 19,370 | $1.49M | 0.09% | +8,070+71.4% | Added |
| Creative Planning | 19,781 | $1.52M | 0.00% | +2,726+16.0% | Added |
| Braun Stacey Associates Inc | 19,875 | $1.53M | 0.07% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 20,383 | $1.57M | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 20,872 | $1.60M | 0.01% | +20,872 | New |
| Greatmark Investment Partners, Inc. | 20,948 | $1.61M | 0.25% | −5,370−20.4% | Reduced |
| ClearAlpha Technologies LP | 21,055 | $1.62M | 0.62% | +21,055 | New |
| Hantz Financial Services, Inc. | 21,267 | $1.64M | 0.04% | −13,879−39.5% | Reduced |
| Qube Research & Technologies Ltd | 21,503 | $1.65M | 0.00% | +21,503 | New |
| New Mexico Educational Retirement Board | 21,800 | $1.68M | 0.06% | 00.0% | Unchanged |
| Utah Retirement Systems | 21,800 | $1.68M | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 21,912 | $1.69M | 1.70% | −11,371−34.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,051 | $1.70M | 0.01% | −21,379−49.2% | Reduced |
| Settian Capital LP | 22,200 | $1.71M | 1.36% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,564 | $1.74M | 0.00% | −20.0% | Reduced |
| Prudential PLC | 22,643 | $1.74M | 0.02% | −27,915−55.2% | Reduced |
| Man Group plc | 22,702 | $1.75M | 0.01% | – | – |
| Huber Capital Management LLC | 22,914 | $1.76M | 0.44% | −8,184−26.3% | Reduced |
| Seven Eight Capital, LP | 22,937 | $1.76M | 0.20% | +14,415+169.2% | Added |
| Scotia Capital Inc. | 23,107 | $1.78M | 0.01% | +2,431+11.8% | Added |
| Guggenheim Capital LLC | 23,761 | $1.83M | 0.01% | −14,755−38.3% | Reduced |
| TCW Group Inc | 23,821 | $1.83M | 0.02% | −20,300−46.0% | Reduced |
| SEI Investments Co | 24,079 | $1.85M | 0.00% | −6,943−22.4% | Reduced |
| Keeley-Teton Advisors, LLC | 24,174 | $1.86M | 0.24% | −1,590−6.2% | Reduced |
| Centiva Capital, LP | 24,256 | $1.87M | 0.12% | +24,256 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,584 | $1.89M | 0.01% | +1,802+7.9% | Added |
| Ameritas Investment Partners, Inc. | 24,599 | $1.89M | 0.07% | −631−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,786 | $1.91M | 0.05% | −165−0.7% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.92M | 0.20% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 25,401 | $1.95M | 0.21% | +346+1.4% | Added |
| Storebrand Asset Management AS | 25,962 | $2.00M | 0.01% | +3,315+14.6% | Added |
| Penn Capital Management Co Inc | 26,423 | $2.07M | 0.19% | −6,496−19.7% | Reduced |
| Schroder Investment Management Group | 27,505 | $2.12M | 0.00% | −4,103−13.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 27,576 | $2.12M | 0.54% | +1,421+5.4% | Added |
| Empowered Funds, LLC | 29,712 | $2.29M | 0.06% | +8,443+39.7% | Added |
| Arizona State Retirement System | 30,920 | $2.38M | 0.02% | −124−0.4% | Reduced |
| Pacific Global Investment Management CO | 31,292 | $2.41M | 0.49% | −3,198−9.3% | Reduced |
| Louisiana State Employees Retirement System | 31,300 | $2.41M | 0.05% | −600−1.9% | Reduced |
| Hennessy Advisors Inc | 31,300 | $2.41M | 0.12% | 00.0% | Unchanged |
| Millennium Management LLC | 31,390 | $2.42M | 0.00% | +31,390 | New |
| State of Michigan Retirement System | 31,600 | $2.43M | 0.01% | −600−1.9% | Reduced |