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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 130,884 | $10.1M | 0.18% | +22,930+21.2% | Added |
| Vident Advisory, LLC | 128,395 | $9.88M | 0.25% | +8,362+7.0% | Added |
| American Century Companies Inc | 126,763 | $9.75M | 0.01% | +21,521+20.4% | Added |
| Citigroup Inc | 124,939 | $9.61M | 0.01% | +31,239+33.3% | Added |
| BancorpSouth Bank | 116,492 | $8.96M | 0.73% | +502+0.4% | Added |
| Employees Retirement System of Texas | 113,352 | $8.72M | 0.10% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 113,143 | $8.71M | 0.01% | −32,219−22.2% | Reduced |
| SIR Capital Management, L.P. | 111,300 | $8.56M | 0.88% | +111,300 | New |
| Mackenzie Financial Corp | 102,147 | $7.86M | 0.01% | +12,243+13.6% | Added |
| Credit Suisse AG | 101,422 | $7.80M | 0.01% | −407−0.4% | Reduced |
| Bridgewater Associates, LP | 98,581 | $7.58M | 0.04% | −1,379−1.4% | Reduced |
| Stifel Financial Corp | 97,368 | $7.49M | 0.01% | −17,455−15.2% | Reduced |
| Texas Permanent School Fund | 96,231 | $7.40M | 0.06% | +697+0.7% | Added |
| Long Focus Capital Management, LLC | 96,175 | $7.40M | 0.96% | 00.0% | Unchanged |
| Bandera Partners LLC | 95,000 | $7.31M | 2.42% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 94,623 | $7.28M | 0.00% | −4,691−4.7% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 91,105 | $7.01M | 1.69% | +3,070+3.5% | Added |
| Ancora Advisors, LLC | 88,850 | $6.84M | 0.16% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 87,775 | $6.75M | 0.01% | +4,440+5.3% | Added |
| Prospera Financial Services Inc | 87,352 | $6.72M | 0.22% | −17,520−16.7% | Reduced |
| Advisors Asset Management, Inc. | 84,147 | $6.47M | 0.13% | +207+0.2% | Added |
| New York State Teachers Retirement System | 82,789 | $6.37M | 0.01% | −4,892−5.6% | Reduced |
| Royce & Associates LP | 81,288 | $6.25M | 0.06% | −3,000−3.6% | Reduced |
| Comerica Bank | 81,248 | $6.25M | 0.03% | −1,975−2.4% | Reduced |
| Raymond James & Associates | 81,067 | $6.24M | 0.00% | −104,468−56.3% | Reduced |
| State of Wisconsin Investment Board | 80,462 | $6.19M | 0.02% | −65,277−44.8% | Reduced |
| Treasurer of the State of North Carolina | 77,468 | $5.96M | 0.03% | +16,494+27.1% | Added |
| Mutual of America Capital Management LLC | 76,527 | $5.89M | 0.07% | −45,207−37.1% | Reduced |
| Riposte Capital LLC | 75,000 | $5.77M | 2.83% | −65,000−46.4% | Reduced |
| Amalgamated Bank | 73,398 | $5.65M | 0.05% | −5,518−7.0% | Reduced |
| OnyxPoint Global Management LP | 72,575 | $5.58M | 3.71% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 71,899 | $5.53M | 0.01% | −3,004−4.0% | Reduced |
| Russell Investments Group, Ltd. | 71,812 | $5.53M | 0.01% | +10,133+16.4% | Added |
| State of Tennessee, Treasury Department | 69,404 | $5.34M | 0.02% | +46,800+207.0% | Added |
| Franklin Resources Inc | 68,108 | $5.24M | 0.00% | −10,086−12.9% | Reduced |
| Korea Investment CORP | 66,091 | $5.09M | 0.01% | +24,423+58.6% | Added |
| Envestnet Asset Management Inc | 66,057 | $5.08M | 0.00% | −25,015−27.5% | Reduced |
| Worldquant Millennium Advisors LLC | 63,658 | $4.90M | 0.07% | +63,658 | New |
| LPL Financial LLC | 63,616 | $4.89M | 0.00% | −18,893−22.9% | Reduced |
| MetLife Investment Management | 63,090 | $4.85M | 0.03% | −1,669−2.6% | Reduced |
| Nicholas Investment Partners, LP | 61,500 | $4.73M | 0.55% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60,670 | $4.73M | 0.01% | +4,922+8.8% | Added |
| AE Wealth Management LLC | 59,992 | $4.65M | 0.02% | +52,792+733.2% | Added |
| State of New Jersey Common Pension Fund D | 57,943 | $4.46M | 0.01% | −1,559−2.6% | Reduced |
| Public Employees Retirement System of Ohio | 56,984 | $4.38M | 0.02% | +5,300+10.3% | Added |
| Knightsbridge Asset Management, LLC | 53,924 | $4.15M | 1.17% | −3,532−6.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 53,586 | $4.12M | 0.01% | −6,578−10.9% | Reduced |
| Pinnacle Associates Ltd | 52,363 | $4.03M | 0.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 52,006 | $4.00M | 0.05% | −298−0.6% | Reduced |
| West Family Investments, Inc. | 50,000 | $3.85M | 1.30% | 00.0% | Unchanged |
| Hara Capital LLC | 45,694 | $3.52M | 2.48% | +45,694 | New |
| Oregon Public Employees Retirement Fund | 45,276 | $3.48M | 0.06% | −11,729−20.6% | Reduced |
| South Dakota Investment Council | 42,692 | $3.29M | 0.07% | −3,695−8.0% | Reduced |
| Bank of Montreal | 40,139 | $3.28M | 0.00% | −4,304−9.7% | Reduced |
| Asset Management One Co.,Ltd. | 42,206 | $3.27M | 0.01% | −2,335−5.2% | Reduced |
| Janney Montgomery Scott LLC | 41,979 | $3.23M | 0.01% | −24,078−36.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 39,531 | $3.04M | 0.04% | −47,351−54.5% | Reduced |
| Panagora Asset Management Inc | 39,474 | $3.04M | 0.02% | +20,910+112.6% | Added |
| Ontario Teachers Pension Plan Board | 38,899 | $2.99M | 0.03% | −543−1.4% | Reduced |
| Truist Financial Corp | 38,661 | $2.97M | 0.00% | −37,370−49.2% | Reduced |
| Edgestream Partners, L.P. | 37,778 | $2.91M | 0.21% | +7,780+25.9% | Added |
| Delphi Financial Group, Inc. | 36,720 | $2.83M | 1.66% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 36,145 | $2.78M | 0.03% | −1,800−4.7% | Reduced |
| Two Sigma Investments, LP | 33,881 | $2.61M | 0.01% | +33,881 | New |
| First Dallas Securities Inc. | 33,086 | $2.55M | 1.31% | −18,633−36.0% | Reduced |
| Nomura Asset Management Co Ltd | 32,543 | $2.50M | 0.01% | −294−0.9% | Reduced |
| Boothbay Fund Management, LLC | 32,210 | $2.48M | 0.09% | +32,210 | New |
| State of Michigan Retirement System | 31,600 | $2.43M | 0.01% | −600−1.9% | Reduced |
| Millennium Management LLC | 31,390 | $2.42M | 0.00% | +31,390 | New |
| 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 |
| Pacific Global Investment Management CO | 31,292 | $2.41M | 0.49% | −3,198−9.3% | Reduced |
| Arizona State Retirement System | 30,920 | $2.38M | 0.02% | −124−0.4% | Reduced |
| Empowered Funds, LLC | 29,712 | $2.29M | 0.06% | +8,443+39.7% | Added |
| Jackson Hole Capital Partners, LLC | 27,576 | $2.12M | 0.54% | +1,421+5.4% | Added |
| Schroder Investment Management Group | 27,505 | $2.12M | 0.00% | −4,103−13.0% | Reduced |
| Penn Capital Management Co Inc | 26,423 | $2.07M | 0.19% | −6,496−19.7% | Reduced |
| Storebrand Asset Management AS | 25,962 | $2.00M | 0.01% | +3,315+14.6% | Added |
| Easterly Investment Partners LLC | 25,401 | $1.95M | 0.21% | +346+1.4% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.92M | 0.20% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 24,786 | $1.91M | 0.05% | −165−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 24,599 | $1.89M | 0.07% | −631−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,584 | $1.89M | 0.01% | +1,802+7.9% | Added |
| Centiva Capital, LP | 24,256 | $1.87M | 0.12% | +24,256 | New |
| Keeley-Teton Advisors, LLC | 24,174 | $1.86M | 0.24% | −1,590−6.2% | Reduced |
| SEI Investments Co | 24,079 | $1.85M | 0.00% | −6,943−22.4% | Reduced |
| TCW Group Inc | 23,821 | $1.83M | 0.02% | −20,300−46.0% | Reduced |
| Guggenheim Capital LLC | 23,761 | $1.83M | 0.01% | −14,755−38.3% | Reduced |
| Scotia Capital Inc. | 23,107 | $1.78M | 0.01% | +2,431+11.8% | Added |
| Seven Eight Capital, LP | 22,937 | $1.76M | 0.20% | +14,415+169.2% | Added |
| Huber Capital Management LLC | 22,914 | $1.76M | 0.44% | −8,184−26.3% | Reduced |
| Man Group plc | 22,702 | $1.75M | 0.01% | – | – |
| Prudential PLC | 22,643 | $1.74M | 0.02% | −27,915−55.2% | Reduced |
| Commonwealth Equity Services, LLC | 22,564 | $1.74M | 0.00% | −20.0% | Reduced |
| Settian Capital LP | 22,200 | $1.71M | 1.36% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,051 | $1.70M | 0.01% | −21,379−49.2% | Reduced |
| Ulland Investment Advisors, LLC | 21,912 | $1.69M | 1.70% | −11,371−34.2% | Reduced |
| Utah Retirement Systems | 21,800 | $1.68M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 21,800 | $1.68M | 0.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 21,503 | $1.65M | 0.00% | +21,503 | New |