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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 32,210 | $2.48M | 0.09% | +32,210 | New |
| Nomura Asset Management Co Ltd | 32,543 | $2.50M | 0.01% | −294−0.9% | Reduced |
| First Dallas Securities Inc. | 33,086 | $2.55M | 1.31% | −18,633−36.0% | Reduced |
| Two Sigma Investments, LP | 33,881 | $2.61M | 0.01% | +33,881 | New |
| Teachers Retirement System of the State of Kentucky | 36,145 | $2.78M | 0.03% | −1,800−4.7% | Reduced |
| Delphi Financial Group, Inc. | 36,720 | $2.83M | 1.66% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 37,778 | $2.91M | 0.21% | +7,780+25.9% | Added |
| Truist Financial Corp | 38,661 | $2.97M | 0.00% | −37,370−49.2% | Reduced |
| Ontario Teachers Pension Plan Board | 38,899 | $2.99M | 0.03% | −543−1.4% | Reduced |
| Panagora Asset Management Inc | 39,474 | $3.04M | 0.02% | +20,910+112.6% | Added |
| Gilder Gagnon Howe & Co LLC | 39,531 | $3.04M | 0.04% | −47,351−54.5% | Reduced |
| Janney Montgomery Scott LLC | 41,979 | $3.23M | 0.01% | −24,078−36.5% | Reduced |
| Asset Management One Co.,Ltd. | 42,206 | $3.27M | 0.01% | −2,335−5.2% | Reduced |
| Bank of Montreal | 40,139 | $3.28M | 0.00% | −4,304−9.7% | Reduced |
| South Dakota Investment Council | 42,692 | $3.29M | 0.07% | −3,695−8.0% | Reduced |
| Oregon Public Employees Retirement Fund | 45,276 | $3.48M | 0.06% | −11,729−20.6% | Reduced |
| Hara Capital LLC | 45,694 | $3.52M | 2.48% | +45,694 | New |
| West Family Investments, Inc. | 50,000 | $3.85M | 1.30% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 52,006 | $4.00M | 0.05% | −298−0.6% | Reduced |
| Pinnacle Associates Ltd | 52,363 | $4.03M | 0.07% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 53,586 | $4.12M | 0.01% | −6,578−10.9% | Reduced |
| Knightsbridge Asset Management, LLC | 53,924 | $4.15M | 1.17% | −3,532−6.1% | Reduced |
| Public Employees Retirement System of Ohio | 56,984 | $4.38M | 0.02% | +5,300+10.3% | Added |
| State of New Jersey Common Pension Fund D | 57,943 | $4.46M | 0.01% | −1,559−2.6% | Reduced |
| AE Wealth Management LLC | 59,992 | $4.65M | 0.02% | +52,792+733.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60,670 | $4.73M | 0.01% | +4,922+8.8% | Added |
| Nicholas Investment Partners, LP | 61,500 | $4.73M | 0.55% | 00.0% | Unchanged |
| MetLife Investment Management | 63,090 | $4.85M | 0.03% | −1,669−2.6% | Reduced |
| LPL Financial LLC | 63,616 | $4.89M | 0.00% | −18,893−22.9% | Reduced |
| Worldquant Millennium Advisors LLC | 63,658 | $4.90M | 0.07% | +63,658 | New |
| Envestnet Asset Management Inc | 66,057 | $5.08M | 0.00% | −25,015−27.5% | Reduced |
| Korea Investment CORP | 66,091 | $5.09M | 0.01% | +24,423+58.6% | Added |
| Franklin Resources Inc | 68,108 | $5.24M | 0.00% | −10,086−12.9% | Reduced |
| State of Tennessee, Treasury Department | 69,404 | $5.34M | 0.02% | +46,800+207.0% | Added |
| Russell Investments Group, Ltd. | 71,812 | $5.53M | 0.01% | +10,133+16.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 71,899 | $5.53M | 0.01% | −3,004−4.0% | Reduced |
| OnyxPoint Global Management LP | 72,575 | $5.58M | 3.71% | 00.0% | Unchanged |
| Amalgamated Bank | 73,398 | $5.65M | 0.05% | −5,518−7.0% | Reduced |
| Riposte Capital LLC | 75,000 | $5.77M | 2.83% | −65,000−46.4% | Reduced |
| Mutual of America Capital Management LLC | 76,527 | $5.89M | 0.07% | −45,207−37.1% | Reduced |
| Treasurer of the State of North Carolina | 77,468 | $5.96M | 0.03% | +16,494+27.1% | Added |
| State of Wisconsin Investment Board | 80,462 | $6.19M | 0.02% | −65,277−44.8% | Reduced |
| Raymond James & Associates | 81,067 | $6.24M | 0.00% | −104,468−56.3% | Reduced |
| Comerica Bank | 81,248 | $6.25M | 0.03% | −1,975−2.4% | Reduced |
| Royce & Associates LP | 81,288 | $6.25M | 0.06% | −3,000−3.6% | Reduced |
| New York State Teachers Retirement System | 82,789 | $6.37M | 0.01% | −4,892−5.6% | Reduced |
| Advisors Asset Management, Inc. | 84,147 | $6.47M | 0.13% | +207+0.2% | Added |
| Prospera Financial Services Inc | 87,352 | $6.72M | 0.22% | −17,520−16.7% | Reduced |
| Ensign Peak Advisors, Inc | 87,775 | $6.75M | 0.01% | +4,440+5.3% | Added |
| Ancora Advisors, LLC | 88,850 | $6.84M | 0.16% | 00.0% | Unchanged |
| Goehring & Rozencwajg Associates, LLC | 91,105 | $7.01M | 1.69% | +3,070+3.5% | Added |
| Manufacturers Life Insurance Company, The | 94,623 | $7.28M | 0.00% | −4,691−4.7% | Reduced |
| Bandera Partners LLC | 95,000 | $7.31M | 2.42% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 96,175 | $7.40M | 0.96% | 00.0% | Unchanged |
| Texas Permanent School Fund | 96,231 | $7.40M | 0.06% | +697+0.7% | Added |
| Stifel Financial Corp | 97,368 | $7.49M | 0.01% | −17,455−15.2% | Reduced |
| Bridgewater Associates, LP | 98,581 | $7.58M | 0.04% | −1,379−1.4% | Reduced |
| Credit Suisse AG | 101,422 | $7.80M | 0.01% | −407−0.4% | Reduced |
| Mackenzie Financial Corp | 102,147 | $7.86M | 0.01% | +12,243+13.6% | Added |
| SIR Capital Management, L.P. | 111,300 | $8.56M | 0.88% | +111,300 | New |
| Pictet Asset Management Holding SA | 113,143 | $8.71M | 0.01% | −32,219−22.2% | Reduced |
| Employees Retirement System of Texas | 113,352 | $8.72M | 0.10% | 00.0% | Unchanged |
| BancorpSouth Bank | 116,492 | $8.96M | 0.73% | +502+0.4% | Added |
| Citigroup Inc | 124,939 | $9.61M | 0.01% | +31,239+33.3% | Added |
| American Century Companies Inc | 126,763 | $9.75M | 0.01% | +21,521+20.4% | Added |
| Vident Advisory, LLC | 128,395 | $9.88M | 0.25% | +8,362+7.0% | Added |
| Twin Tree Management, LP | 130,884 | $10.1M | 0.18% | +22,930+21.2% | Added |
| Victory Capital Management Inc | 133,271 | $10.3M | 0.01% | +4,995+3.9% | Added |
| Susquehanna International Group, LLP | 135,702 | $10.4M | 0.02% | +133,144+5,205.0% | Added |
| State Board of Administration of Florida Retirement System | 136,731 | $10.5M | 0.02% | +9,712+7.6% | Added |
| Janney Capital Management LLC | 137,292 | $10.6M | 0.71% | −7,458−5.2% | Reduced |
| M&G Investment Management Ltd | 138,970 | $10.7M | 0.06% | −9,289−6.3% | Reduced |
| HAP Trading, LLC | 140,119 | $10.8M | 3.16% | −21,934−13.5% | Reduced |
| Gotham Asset Management, LLC | 141,230 | $10.9M | 0.20% | +45,226+47.1% | Added |
| Ameriprise Financial Inc | 142,842 | $11.0M | 0.00% | −335,089−70.1% | Reduced |
| Wells Fargo & Company | 145,371 | $11.2M | 0.00% | −92,584−38.9% | Reduced |
| Castle Hook Partners LP | 147,912 | $11.4M | 0.71% | −228,368−60.7% | Reduced |
| American International Group, Inc. | 150,605 | $11.6M | 0.05% | −8,021−5.1% | Reduced |
| HSBC Holdings PLC | 151,687 | $11.7M | 0.01% | +77,272+103.8% | Added |
| Royal Bank of Canada | 153,057 | $11.8M | 0.00% | +50,582+49.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 153,365 | $11.8M | 0.05% | +153,365 | New |
| Hartree Partners, LP | 158,000 | $12.2M | 4.40% | +125,000+378.8% | Added |
| California State Teachers Retirement System | 158,180 | $12.2M | 0.02% | −7,629−4.6% | Reduced |
| Brandes Investment Partners, LP | 158,882 | $12.2M | 0.19% | −25,110−13.6% | Reduced |
| TD Asset Management Inc | 162,106 | $12.5M | 0.01% | +147,577+1,015.7% | Added |
| Hodges Capital Management Inc. | 163,154 | $12.6M | 0.67% | +48,025+41.7% | Added |
| 1832 Asset Management L.P. | 165,833 | $12.8M | 0.02% | +149,935+943.1% | Added |
| Foundry Partners, LLC | 168,517 | $13.0M | 0.78% | −53,730−24.2% | Reduced |
| Kempen Capital Management N.V. | 170,702 | $13.1M | 0.18% | +11,304+7.1% | Added |
| Chartwell Investment Partners, LLC | 187,773 | $14.4M | 0.51% | +52,078+38.4% | Added |
| Barclays PLC | 188,153 | $14.5M | 0.01% | −105,737−36.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 188,830 | $14.5M | 0.03% | +2,820+1.5% | Added |
| Jane Street Group, LLC | 192,712 | $14.8M | 0.02% | −10,945−5.4% | Reduced |
| Alliancebernstein L.P. | 196,051 | $15.1M | 0.01% | −543−0.3% | Reduced |
| Jennison Associates LLC | 197,552 | $15.2M | 0.01% | −52,179−20.9% | Reduced |
| CIBC Private Wealth Group, LLC | 200,641 | $15.4M | 0.03% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 200,812 | $15.5M | 0.03% | −235,000−53.9% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 203,000 | $15.6M | 0.28% | 00.0% | Unchanged |
| AQR Capital Management LLC | 211,903 | $16.3M | 0.03% | −408,559−65.8% | Reduced |
| River Road Asset Management, LLC | 212,065 | $16.3M | 0.23% | −46,589−18.0% | Reduced |