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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 21,267 | $1.64M | 0.04% | −13,879−39.5% | Reduced |
| ClearAlpha Technologies LP | 21,055 | $1.62M | 0.62% | +21,055 | New |
| Greatmark Investment Partners, Inc. | 20,948 | $1.61M | 0.25% | −5,370−20.4% | Reduced |
| STRS Ohio | 20,872 | $1.60M | 0.01% | +20,872 | New |
| IFM Investors Pty Ltd | 20,383 | $1.57M | 0.02% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 19,875 | $1.53M | 0.07% | 00.0% | Unchanged |
| Creative Planning | 19,781 | $1.52M | 0.00% | +2,726+16.0% | Added |
| Readystate Asset Management LP | 19,370 | $1.49M | 0.09% | +8,070+71.4% | Added |
| Independent Financial Group, LLC | 19,145 | $1.47M | 0.08% | −9,125−32.3% | Reduced |
| Bramshill Investments, LLC | 19,008 | $1.46M | 0.14% | −2,277−10.7% | Reduced |
| Jump Financial, LLC | 18,905 | $1.45M | 0.05% | +18,905 | New |
| Redwood Capital Management, LLC | 18,824 | $1.45M | 0.26% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 18,590 | $1.43M | 0.02% | −1,335−6.7% | Reduced |
| Capital Fund Management S.A. | 18,447 | $1.42M | 0.02% | +18,447 | New |
| Redwood Investment Management, LLC | 18,190 | $1.40M | 0.13% | −233−1.3% | Reduced |
| Barnett & Company, Inc. | 18,028 | $1.39M | 1.04% | −700−3.7% | Reduced |
| ING Groep NV | 18,000 | $1.38M | 0.01% | +18,000 | New |
| DnB Asset Management AS | 17,819 | $1.37M | 0.01% | −52,339−74.6% | Reduced |
| Central Trust Co | 17,360 | $1.34M | 0.04% | −1,368−7.3% | Reduced |
| Nwam LLC | 17,216 | $1.32M | 0.11% | −34,396−66.6% | Reduced |
| NYL Investors LLC | 17,058 | $1.31M | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 15,864 | $1.26M | 0.00% | +8+0.1% | Added |
| Byrne Asset Management LLC | 15,520 | $1.21M | 0.92% | – | – |
| HighVista Strategies LLC | 15,016 | $1.16M | 0.42% | +4,800+47.0% | Added |
| Aft, Forsyth & Sober, LLC | 15,000 | $1.15M | 0.44% | 00.0% | Unchanged |
| Toroso Investments, LLC | 14,509 | $1.12M | 0.03% | +2,706+22.9% | Added |
| Public Sector Pension Investment Board | 14,304 | $1.10M | 0.01% | +42+0.3% | Added |
| Oppenheimer & Co Inc | 14,288 | $1.10M | 0.02% | −1,056−6.9% | Reduced |
| Xponance, Inc. | 14,171 | $1.09M | 0.01% | +99+0.7% | Added |
| Toronto Dominion Bank | 13,881 | $1.07M | 0.00% | −7,081−33.8% | Reduced |
| Teacher Retirement System of Texas | 13,811 | $1.06M | 0.01% | −3,614−20.7% | Reduced |
| Great Lakes Advisors, LLC | 13,652 | $1.05M | 0.01% | +13,652 | New |
| Lazard Asset Management LLC | 13,516 | $1.04M | 0.00% | −1,096−7.5% | Reduced |
| X-Square Capital, LLC | 13,209 | $1.02M | 0.56% | −521−3.8% | 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 |
| Squarepoint Ops LLC | 13,111 | $1.01M | 0.00% | −111,553−89.5% | Reduced |
| British Columbia Investment Management Corp | 12,947 | $996.1K | 0.01% | +2,576+24.8% | Added |
| KBC Group NV | 12,886 | $992.0K | 0.00% | −11,711−47.6% | Reduced |
| Aurora Investment Counsel | 11,795 | $985.8K | 0.64% | +65+0.6% | Added |
| Hohimer Wealth Management, LLC | 12,721 | $978.8K | 0.25% | −807−6.0% | Reduced |
| Advisor Group Holdings, Inc. | 12,711 | $978.3K | 0.00% | −3,870−23.3% | Reduced |
| Public Employees Retirement Association of Colorado | 12,699 | $977.0K | 0.00% | −271−2.1% | Reduced |
| Quest Partners LLC | 12,673 | $975.1K | 0.21% | +12,673 | New |
| GWM Advisors LLC | 12,966 | $973.4K | 0.01% | +1,836+16.5% | Added |
| Nebula Research & Development LLC | 12,617 | $970.8K | 0.29% | +12,617 | New |
| Nissay Asset Management Corp | 12,611 | $970.3K | 0.01% | +316+2.6% | Added |
| Tower Research Capital LLC (TRC) | 12,332 | $948.8K | 0.01% | +7,876+176.8% | Added |
| NBC Securities, Inc. | 12,072 | $928.0K | 0.09% | −2,028−14.4% | Reduced |
| Clear Harbor Asset Management, LLC | 11,903 | $915.8K | 0.09% | +734+6.6% | Added |
| Calamos Advisors LLC | 11,661 | $897.2K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,170 | $859.5K | 0.01% | −2,942−20.8% | Reduced |
| Federated Hermes, Inc. | 11,129 | $856.3K | 0.00% | −1,894−14.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 11,012 | $847.3K | 0.48% | +7,213+189.9% | Added |
| Bridgeway Capital Management, LLC | 10,930 | $841.0K | 0.02% | −11,370−51.0% | Reduced |
| Thornburg Investment Management Inc | 10,819 | $840.1K | 0.01% | −4,309−28.5% | Reduced |
| Independent Advisor Alliance | 10,871 | $836.4K | 0.03% | +2,700+33.0% | Added |
| Evercore Wealth Management, LLC | 10,042 | $772.6K | 0.01% | +42+0.4% | Added |
| Maryland State Retirement & Pension System | 10,027 | $771.5K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 10,000 | $769.4K | 0.03% | −12,000−54.5% | Reduced |
| FIL Ltd | 9,809 | $754.7K | 0.00% | +729+8.0% | Added |
| Gulf International Bank (UK) Ltd | 9,733 | $748.0K | 0.02% | −1,025−9.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 9,605 | $739.0K | 0.33% | −21,830−69.4% | Reduced |
| Glenorchy Capital Ltd | 9,505 | $731.4K | 0.69% | +9,505 | New |
| Securian Asset Management, Inc | 9,345 | $719.0K | 0.02% | −100−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 9,439 | $716.0K | 0.00% | +151+1.6% | Added |
| Oppenheimer Asset Management Inc. | 9,133 | $702.7K | 0.01% | −4,267−31.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,391 | $645.6K | 0.01% | +36+0.4% | Added |
| Wedbush Securities Inc | 7,959 | $612.0K | 0.03% | −2,606−24.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,955 | $612.0K | 0.00% | −549−6.5% | Reduced |
| Brevan Howard Capital Management LP | 7,904 | $608.1K | 0.06% | +5,327+206.7% | Added |
| Aviva PLC | 7,820 | $601.7K | 0.00% | −1,464−15.8% | Reduced |
| Salem Investment Counselors Inc | 7,761 | $597.1K | 0.02% | +2,667+52.4% | Added |
| Spirit of America Management Corp | 7,750 | $596.3K | 0.13% | +3,750+93.8% | Added |
| Advisory Services Network, LLC | 7,731 | $594.8K | 0.01% | −176−2.2% | Reduced |
| Daiwa Securities Group Inc. | 7,513 | $578.0K | 0.00% | +813+12.1% | Added |
| U S Global Investors Inc | 7,500 | $577.0K | 0.04% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 7,443 | $572.7K | 0.00% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 7,396 | $569.1K | 0.22% | +7,396 | New |
| Crossmark Global Holdings, Inc. | 7,341 | $565.0K | 0.01% | +132+1.8% | Added |
| Confluence Investment Management LLC | 7,146 | $549.8K | 0.01% | +785+12.3% | Added |
| Wolverine Trading, LLC | 7,118 | $547.7K | 0.00% | +7,118 | New |
| Banco Santander, S.A. | 7,107 | $546.8K | 0.01% | +588+9.0% | Added |
| Private Advisor Group, LLC | 7,060 | $543.2K | 0.00% | −3,959−35.9% | Reduced |
| Intech Investment Management LLC | 7,002 | $538.7K | 0.01% | +2,015+40.4% | Added |
| Impact Partnership Wealth, LLC | 6,911 | $531.7K | 0.19% | +995+16.8% | Added |
| HighTower Advisors, LLC | 6,729 | $518.0K | 0.00% | −1,333−16.5% | Reduced |
| Captrust Financial Advisors | 6,468 | $497.7K | 0.00% | −2,276−26.0% | Reduced |
| Atria Wealth Solutions, Inc. | 6,269 | $482.3K | 0.01% | −20.0% | Reduced |
| Nordea Investment Management AB | 6,222 | $480.5K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,200 | $477.0K | 0.01% | +3,636+141.8% | Added |
| CIBC Asset Management Inc | 6,183 | $475.7K | 0.00% | −329−5.1% | Reduced |
| Keybank National Association | 6,043 | $464.9K | 0.00% | +6,043 | New |
| Alhambra Investment Partners LLC | 6,016 | $462.9K | 0.27% | +314+5.5% | Added |
| Guidance Capital, Inc | 6,009 | $462.7K | 0.18% | +167+2.9% | Added |
| QRG Capital Management, Inc. | 5,950 | $457.8K | 0.01% | −858−12.6% | Reduced |
| Swiss Life Asset Management Ltd | 5,850 | $451.4K | 0.01% | +5,850 | New |
| ProShare Advisors LLC | 5,861 | $450.9K | 0.00% | −215−3.5% | Reduced |
| Pearl River Capital, LLC | 5,833 | $448.8K | 0.07% | +5,833 | New |
| Pathstone Holdings, LLC | 5,818 | $447.6K | 0.00% | +5,818 | New |