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 |
|---|---|---|---|---|---|
| Alta Fundamental Advisers LLC | 213,940 | $16.5M | 8.80% | 00.0% | Unchanged |
| Clough Capital Partners L P | 216,338 | $16.6M | 1.84% | −34,594−13.8% | Reduced |
| California Public Employees Retirement System | 225,958 | $17.4M | 0.01% | −13,275−5.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 228,839 | $17.6M | 0.01% | −23,430−9.3% | Reduced |
| Deutsche Bank AG | 236,733 | $18.2M | 0.01% | −25,245−9.6% | Reduced |
| Wedge Capital Management L L P | 243,119 | $18.7M | 0.33% | +39,574+19.4% | Added |
| Sasco Capital Inc | 249,040 | $19.2M | 2.25% | −38,870−13.5% | Reduced |
| Sagefield Capital LP | 261,401 | $20.1M | 2.60% | −24,836−8.7% | Reduced |
| Retirement Systems of Alabama | 263,236 | $20.3M | 0.09% | +9,765+3.9% | Added |
| Patient Capital Management, LLC | 273,711 | $21.1M | 1.12% | −45,034−14.1% | Reduced |
| Allianz Asset Management GmbH | 284,867 | $21.9M | 0.04% | −191,674−40.2% | Reduced |
| Citadel Advisors LLC | 300,598 | $23.1M | 0.02% | +291,929+3,367.5% | Added |
| Deprince Race & Zollo Inc | 309,025 | $23.8M | 0.54% | +41,700+15.6% | Added |
| Rhumbline Advisers | 336,474 | $25.9M | 0.03% | −11,818−3.4% | Reduced |
| Van Eck Associates Corp | 349,534 | $26.9M | 0.05% | −14,640−4.0% | Reduced |
| Swiss National Bank | 351,800 | $27.1M | 0.02% | −13,900−3.8% | Reduced |
| Causeway Capital Management LLC | 381,075 | $29.3M | 0.75% | −292,117−43.4% | Reduced |
| Schwartz Investment Counsel Inc | 384,200 | $29.6M | 1.15% | +3,200+0.8% | Added |
| UBS Group AG | 399,453 | $30.7M | 0.01% | +101,537+34.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 410,343 | $31.6M | 0.14% | +6,605+1.6% | Added |
| Scout Investments, Inc. | 416,941 | $32.1M | 0.80% | +416,941 | New |
| UBS Asset Management Americas Inc | 427,674 | $32.9M | 0.01% | −65,214−13.2% | Reduced |
| Sourcerock Group LLC | 430,000 | $33.1M | 3.28% | +430,000 | New |
| Amundi | 434,669 | $34.1M | 0.02% | −5,623−1.3% | Reduced |
| Legal & General Group Plc | 450,363 | $34.7M | 0.01% | −22,313−4.7% | Reduced |
| Principal Financial Group Inc | 461,568 | $35.5M | 0.02% | −29,438−6.0% | Reduced |
| Neuberger Berman Group LLC | 561,278 | $43.2M | 0.04% | −50,959−8.3% | Reduced |
| Kadensa Capital Ltd | 607,694 | $46.8M | 11.79% | +31,369+5.4% | Added |
| Macquarie Group Ltd | 629,973 | $48.5M | 0.06% | +63,378+11.2% | Added |
| Charles Schwab Investment Management Inc | 640,285 | $49.3M | 0.01% | +11,133+1.8% | Added |
| First Trust Advisors LP | 640,391 | $49.3M | 0.05% | +2,206+0.3% | Added |
| Janus Henderson Group PLC | 643,181 | $49.5M | 0.03% | −77,894−10.8% | Reduced |
| Voya Investment Management LLC | 644,664 | $49.6M | 0.05% | +142,460+28.4% | Added |
| Point72 Asset Management, L.P. | 659,108 | $50.7M | 0.15% | +659,108 | New |
| Encompass Capital Advisors LLC | 669,775 | $51.5M | 3.01% | +669,775 | New |
| Morgan Stanley | 723,172 | $55.6M | 0.00% | −130,818−15.3% | Reduced |
| Goldman Sachs Group Inc | 767,211 | $59.0M | 0.01% | −216,052−22.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 809,963 | $62.3M | 1.01% | +93,162+13.0% | Added |
| LSV Asset Management | 822,190 | $63.3M | 0.14% | −36,310−4.2% | Reduced |
| Cannell Peter B & Co Inc | 824,782 | $63.5M | 2.01% | +58,253+7.6% | Added |
| Northern Trust Corp | 860,223 | $66.2M | 0.01% | −9,998−1.1% | Reduced |
| Bank of America Corp | 1,002,132 | $77.1M | 0.01% | +47,427+5.0% | Added |
| JPMorgan Chase & Co | 1,040,189 | $80.0M | 0.01% | −229,628−18.1% | Reduced |
| Pacer Advisors, Inc. | 1,200,473 | $92.4M | 0.26% | −332,354−21.7% | Reduced |
| Clearbridge Investments, LLC | 1,208,212 | $93.0M | 0.08% | −1,660,233−57.9% | Reduced |
| Invesco Ltd. | 1,318,453 | $101.4M | 0.02% | +2,489+0.2% | Added |
| Nuveen Asset Management, LLC | 1,322,259 | $101.7M | 0.03% | −91,527−6.5% | Reduced |
| Ceredex Value Advisors LLC | 1,467,225 | $112.9M | 1.96% | −44,648−3.0% | Reduced |
| FMR LLC | 1,793,766 | $138.0M | 0.01% | −655,081−26.8% | Reduced |
| Dimensional Fund Advisors LP | 1,958,837 | $150.7M | 0.04% | +265,853+15.7% | Added |
| Geode Capital Management, LLC | 2,068,238 | $158.9M | 0.02% | +49,268+2.4% | Added |
| Prudential Financial Inc | 2,069,130 | $159.2M | 0.24% | −124,522−5.7% | Reduced |
| Glendon Capital Management LP | 2,124,060 | $163.3M | 12.34% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 2,291,538 | $176.3M | 0.62% | −431,918−15.9% | Reduced |
| Thrivent Financial for Lutherans | 2,560,128 | $197.0M | 0.43% | +1,091,133+74.3% | Added |
| Price T Rowe Associates Inc | 2,720,681 | $209.3M | 0.03% | +802,191+41.8% | Added |
| Bank of New York Mellon Corp | 2,836,715 | $218.3M | 0.04% | −399,155−12.3% | Reduced |
| Kimmeridge Energy Management Company, LLC | 3,153,879 | $242.7M | 11.03% | 00.0% | Unchanged |
| Capital World Investors | 3,311,714 | $254.8M | 0.05% | −2,349,271−41.5% | Reduced |
| State Street Corp | 3,922,024 | $301.8M | 0.01% | +253,482+6.9% | Added |
| Massachusetts Financial Services Co | 4,317,920 | $332.2M | 0.11% | +213,235+5.2% | Added |
| Wellington Management Group LLP | 4,921,820 | $378.7M | 0.07% | −270,689−5.2% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 7,000,067 | $538.6M | 8.46% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 8,792,131 | $676.5M | 0.44% | +2,090,794+31.2% | Added |
| BlackRock Inc. | 11,227,920 | $863.9M | 0.02% | −194,097−1.7% | Reduced |
| Blackstone Group Inc. | 12,665,899 | $974.5M | 4.51% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,673,082 | $975.1M | 0.02% | −179,879−1.4% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −1,145,180−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −255,250−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −98,500−100.0% | Sold out |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −65,396−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −63,088−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −58,317−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −43,606−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −43,562−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −39,493−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −35,362−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −22,695−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −22,673−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −21,991−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,966−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −20,945−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −19,634−100.0% | Sold out |
| Ares Management LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −13,123−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −10,329−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −9,552−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,340−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,299−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,634−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −7,877−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −7,211−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,153−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −6,758−100.0% | Sold out |