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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 5,810 | $447.0K | 0.00% | −2,646−31.3% | Reduced |
| D.A. Davidson & Co. | 5,800 | $446.3K | 0.00% | −2,400−29.3% | Reduced |
| Denali Advisors LLC | 5,788 | $445.3K | 0.14% | −1,210−17.3% | Reduced |
| CWM Advisors, LLC | 5,753 | $442.6K | 0.05% | +1,518+35.8% | Added |
| Mercer Global Advisors Inc | 5,652 | $435.0K | 0.00% | −1,507−21.1% | Reduced |
| First Hawaiian Bank | 5,494 | $422.7K | 0.01% | −125−2.2% | Reduced |
| Bank of Nova Scotia | 5,421 | $417.1K | 0.00% | −2,417−30.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,390 | $414.7K | 0.04% | −4,969−48.0% | Reduced |
| Mariner, LLC | 5,354 | $411.9K | 0.00% | +1,639+44.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,258 | $404.5K | 0.00% | −985−15.8% | Reduced |
| US Bancorp | 5,183 | $398.8K | 0.00% | −310−5.6% | Reduced |
| Balyasny Asset Management LLC | 5,056 | $389.0K | 0.00% | −202,694−97.6% | Reduced |
| Meixler Investment Management, Ltd. | 5,013 | $385.7K | 0.32% | +18+0.4% | Added |
| Shelton Capital Management | 4,905 | $377.4K | 0.01% | −64−1.3% | Reduced |
| Adell Harriman & Carpenter Inc | 4,750 | $365.5K | 0.03% | −1,800−27.5% | Reduced |
| Wintrust Investments LLC | 4,585 | $353.0K | 0.03% | +265+6.1% | Added |
| SG Americas Securities, LLC | 4,417 | $340.0K | 0.00% | +2,018+84.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,378 | $337.0K | 0.01% | +1,367+45.4% | Added |
| M&T Bank Corp | 4,201 | $323.4K | 0.00% | −394−8.6% | Reduced |
| Hancock Whitney Corp | 4,106 | $315.9K | 0.01% | −15−0.4% | Reduced |
| Citizens National Bank Trust Department | 4,097 | $315.2K | 0.08% | −2,570−38.5% | Reduced |
| Stratos Wealth Partners, LTD. | 3,761 | $289.4K | 0.01% | +154+4.3% | Added |
| Baldwin Investment Management, LLC | 3,750 | $288.5K | 0.05% | −525−12.3% | Reduced |
| Avantax Advisory Services, Inc. | 3,738 | $287.6K | 0.00% | −3,013−44.6% | Reduced |
| Entropy Technologies, LP | 3,657 | $281.4K | 0.05% | +3,657 | New |
| Alps Advisors Inc | 3,652 | $281.0K | 0.00% | −208−5.4% | Reduced |
| CMC Financial Group | 3,369 | $279.2K | 0.37% | −11,067−76.7% | Reduced |
| Fifth Third Bancorp | 3,514 | $270.4K | 0.00% | −792−18.4% | Reduced |
| TownSquare Capital, LLC | 3,494 | $268.8K | 0.00% | −9,610−73.3% | Reduced |
| Custom Index Systems, LLC | 3,446 | $265.1K | 0.17% | +3,446 | New |
| L2 Asset Management, LLC | 3,412 | $262.5K | 0.11% | +3,269+2,286.0% | Added |
| Symmetry Partners, LLC | 3,374 | $262.0K | 0.01% | −903−21.1% | Reduced |
| Ci Investments Inc. | 3,383 | $260.0K | 0.00% | +937+38.3% | Added |
| Apollon Wealth Management, LLC | 3,218 | $247.6K | 0.01% | +29+0.9% | Added |
| Ashburton (Jersey) Ltd | 2,830 | $244.0K | 0.12% | +900+46.6% | Added |
| CIBC World Markets Corp | 3,134 | $241.1K | 0.00% | +3,134 | New |
| Signet Financial Management, LLC | 3,094 | $238.1K | 0.04% | −1,195−27.9% | Reduced |
| Profund Advisors LLC | 3,088 | $237.6K | 0.01% | +39+1.3% | Added |
| LGT Group Foundation | 3,040 | $235.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,042 | $234.0K | 0.00% | −4,139−57.6% | Reduced |
| Founders Financial Securities LLC | 2,953 | $227.2K | 0.03% | −4,244−59.0% | Reduced |
| Horizon Investments, LLC | 2,953 | $227.2K | 0.01% | +2,953 | New |
| Alberta Investment Management Corp | 2,900 | $223.1K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,871 | $220.9K | 0.07% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,858 | $219.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,730 | $210.1K | 0.00% | +284+11.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,718 | $209.1K | 0.00% | +2,718 | New |
| MidWestOne Financial Group, Inc. | 2,701 | $207.8K | 0.04% | +41+1.5% | Added |
| Terril Brothers, Inc. | 2,700 | $207.7K | 0.07% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 2,700 | $207.7K | 0.00% | +2,700 | New |
| Forum Financial Management, LP | 2,649 | $203.8K | 0.00% | −163−5.8% | Reduced |
| Investment Management Corp of Ontario | 2,628 | $202.2K | 0.00% | −1,816−40.9% | Reduced |
| Covestor Ltd | 2,593 | $200.0K | 0.14% | −545−17.4% | Reduced |
| Bartlett & Co. LLC | 2,475 | $192.0K | 0.00% | −770−23.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,475 | $191.9K | 0.00% | −770−23.7% | Reduced |
| Vestcor Inc | 2,394 | $184.0K | 0.01% | −43−1.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,125 | $163.5K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,069 | $159.2K | 0.02% | +1,046+102.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,044 | $157.0K | 0.11% | +3+0.1% | Added |
| Shell Asset Management Co | 1,770 | $136.0K | 0.01% | −1,243−41.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,369 | $105.3K | 0.00% | −16,605−92.4% | Reduced |
| Signaturefd, LLC | 1,250 | $96.2K | 0.00% | +177+16.5% | Added |
| Sunbelt Securities, Inc. | 1,236 | $95.1K | 0.01% | −12,211−90.8% | Reduced |
| CWM, LLC | 1,174 | $90.0K | 0.00% | −229−16.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,115 | $86.0K | 0.05% | +1,115 | New |
| SYSTM Wealth Solutions LLC | 1,027 | $79.0K | 0.01% | +1,027 | New |
| Ostrum Asset Management | 1,022 | $78.6K | 0.01% | +5+0.5% | Added |
| Caitlin John, LLC | 902 | $69.4K | 0.06% | +902 | New |
| UniSuper Management Pty Ltd | 900 | $69.2K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 775 | $59.6K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 730 | $56.2K | 0.00% | +450+160.7% | Added |
| Huntington National Bank | 703 | $54.1K | 0.00% | −20−2.8% | Reduced |
| Abich Financial Wealth Management LLC | 680 | $52.3K | 0.05% | +680 | New |
| Benjamin F. Edwards & Company, Inc. | 680 | $52.0K | 0.00% | +628+1,207.7% | Added |
| Global Retirement Partners, LLC | 652 | $51.3K | 0.00% | +6+0.9% | Added |
| Princeton Global Asset Management LLC | 597 | $45.9K | 0.01% | −247−29.3% | Reduced |
| PEAK6 Investments LLC | 575 | $44.2K | 0.00% | +575 | New |
| Altshuler Shaham Ltd | 567 | $43.6K | 0.00% | −108−16.0% | Reduced |
| Ossiam | 547 | $42.1K | 0.00% | −2,195−80.1% | Reduced |
| Adirondack Trust Co | 500 | $41.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 520 | $40.1K | 0.01% | +520 | New |
| Westside Investment Management, Inc. | 520 | $40.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 492 | $37.9K | 0.00% | −104−17.4% | Reduced |
| IFP Advisors, Inc | 470 | $36.2K | 0.00% | −14−2.9% | Reduced |
| Chiron Investment Management, LLC | 431 | $33.2K | 0.01% | +431 | New |
| Gladius Capital Management LP | 393 | $30.2K | 0.02% | −19−4.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 388 | $29.9K | 0.00% | −581−60.0% | Reduced |
| Principal Securities, Inc. | 366 | $28.2K | 0.00% | +366 | New |
| Spire Wealth Management | 334 | $25.4K | 0.00% | +89+36.3% | Added |
| First Horizon Advisors, Inc. | 321 | $24.7K | 0.00% | +68+26.9% | Added |
| Cullen/Frost Bankers, Inc. | 300 | $23.1K | 0.00% | −300−50.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $23.1K | 0.01% | +300 | New |
| Ronald Blue Trust, Inc. | 267 | $23.0K | 0.00% | +240+888.9% | Added |
| Criterion Capital Advisors, LLC | 280 | $21.5K | 0.02% | +280 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $19.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 213 | $18.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 230 | $17.7K | 0.00% | +24+11.7% | Added |
| Quadrant Capital Group LLC | 223 | $17.2K | 0.00% | −174−43.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 200 | $15.4K | 0.01% | 00.0% | Unchanged |