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, Q1 2024
Institutional positions in Expand Energy Corp as of Mar 31, 2024. 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
- 495
- +32 vs. Q4 2023
- Shares held
- 141.5M
- +9.86M (+7.5%) vs. Q4 2023
- Total value
- $12.6B
- +$2.43B (+24.0%) vs. Q4 2023
- New holders
- 100
- 146 more added
- Sold out
- 68
- 181 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 12,812,822 | $1.14B | 0.70% | +4,020,691+45.7% | Added |
| Blackstone Group Inc. | 12,677,399 | $1.13B | 4.85% | +11,500+0.1% | Added |
| Vanguard Group Inc | 12,603,724 | $1.12B | 0.02% | −69,358−0.5% | Reduced |
| BlackRock Inc. | 11,434,619 | $1.02B | 0.02% | +206,699+1.8% | Added |
| Price T Rowe Associates Inc | 9,059,644 | $804.8M | 0.10% | +6,338,963+233.0% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,984,084 | $620.4M | 9.95% | −15,983−0.2% | Reduced |
| Wellington Management Group LLP | 5,839,171 | $518.7M | 0.09% | +917,351+18.6% | Added |
| State Street Corp | 3,947,393 | $350.6M | 0.02% | +25,369+0.6% | Added |
| Massachusetts Financial Services Co | 3,826,912 | $339.9M | 0.10% | −491,008−11.4% | Reduced |
| First Trust Advisors LP | 3,526,836 | $313.3M | 0.32% | +2,886,445+450.7% | Added |
| Kimmeridge Energy Management Company, LLC | 2,867,879 | $254.8M | 12.18% | −286,000−9.1% | Reduced |
| Dimensional Fund Advisors LP | 2,823,105 | $250.8M | 0.07% | +864,268+44.1% | Added |
| Bank of New York Mellon Corp | 2,600,695 | $231.0M | 0.04% | −236,020−8.3% | Reduced |
| Lord, Abbett & Co. LLC | 2,599,352 | $230.9M | 0.75% | +307,814+13.4% | Added |
| Thrivent Financial for Lutherans | 2,573,935 | $228.6M | 0.46% | +13,807+0.5% | Added |
| Geode Capital Management, LLC | 2,347,932 | $208.3M | 0.02% | +279,694+13.5% | Added |
| Glendon Capital Management LP | 2,124,060 | $188.6M | 14.61% | 00.0% | Unchanged |
| Invesco Ltd. | 1,864,475 | $165.6M | 0.04% | +546,022+41.4% | Added |
| FMR LLC | 1,536,505 | $136.5M | 0.01% | −257,261−14.3% | Reduced |
| Bank of America Corp | 1,364,204 | $121.2M | 0.01% | +362,072+36.1% | Added |
| Ceredex Value Advisors LLC | 1,299,606 | $115.4M | 2.02% | −167,619−11.4% | Reduced |
| Prudential Financial Inc | 1,137,742 | $101.1M | 0.14% | −931,388−45.0% | Reduced |
| Two Sigma Investments, LP | 1,026,931 | $91.2M | 0.22% | +993,050+2,931.0% | Added |
| Morgan Stanley | 996,742 | $88.5M | 0.01% | +273,570+37.8% | Added |
| JPMorgan Chase & Co | 921,091 | $81.8M | 0.01% | −119,098−11.4% | Reduced |
| Voya Investment Management LLC | 910,320 | $80.9M | 0.08% | +265,656+41.2% | Added |
| Capital World Investors | 818,211 | $72.7M | 0.01% | −2,493,503−75.3% | Reduced |
| Spears Abacus Advisors LLC | 795,539 | $70.7M | 1.46% | +795,539 | New |
| LSV Asset Management | 755,040 | $67.1M | 0.14% | −67,150−8.2% | Reduced |
| Northern Trust Corp | 739,138 | $65.7M | 0.01% | −121,085−14.1% | Reduced |
| Charles Schwab Investment Management Inc | 672,208 | $59.7M | 0.01% | +31,923+5.0% | Added |
| Janus Henderson Group PLC | 634,619 | $56.4M | 0.03% | −8,562−1.3% | Reduced |
| Encompass Capital Advisors LLC | 593,623 | $52.7M | 2.86% | −76,152−11.4% | Reduced |
| Goldman Sachs Group Inc | 572,735 | $50.9M | 0.01% | −194,476−25.3% | Reduced |
| Macquarie Group Ltd | 551,159 | $48.6M | 0.06% | −78,814−12.5% | Reduced |
| Neuberger Berman Group LLC | 524,793 | $46.6M | 0.04% | −36,485−6.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 484,814 | $43.1M | 0.66% | −325,149−40.1% | Reduced |
| Principal Financial Group Inc | 468,133 | $41.6M | 0.02% | +6,565+1.4% | Added |
| Clearbridge Investments, LLC | 459,508 | $40.8M | 0.03% | −748,704−62.0% | Reduced |
| Amundi | 453,341 | $39.6M | 0.02% | +18,672+4.3% | Added |
| Legal & General Group Plc | 423,644 | $37.6M | 0.01% | −26,719−5.9% | Reduced |
| UBS Asset Management Americas Inc | 423,627 | $37.6M | 0.01% | −4,047−0.9% | Reduced |
| Deprince Race & Zollo Inc | 399,963 | $35.5M | 0.76% | +90,938+29.4% | Added |
| Nuveen Asset Management, LLC | 345,460 | $30.7M | 0.01% | −976,799−73.9% | Reduced |
| Van Eck Associates Corp | 338,690 | $30.1M | 0.05% | −10,844−3.1% | Reduced |
| Renaissance Technologies LLC | 333,931 | $29.7M | 0.05% | +333,931 | New |
| Swiss National Bank | 332,900 | $29.6M | 0.02% | −18,900−5.4% | Reduced |
| Rhumbline Advisers | 328,262 | $29.2M | 0.03% | −8,212−2.4% | Reduced |
| Worldquant Millennium Advisors LLC | 322,794 | $28.7M | 0.35% | +259,136+407.1% | Added |
| Citadel Advisors LLC | 318,531 | $28.3M | 0.03% | +17,933+6.0% | Added |
| Retirement Systems of Alabama | 310,008 | $27.5M | 0.11% | +46,772+17.8% | Added |
| Holocene Advisors, LP | 306,990 | $27.3M | 0.10% | +306,990 | New |
| Schwartz Investment Counsel Inc | 303,200 | $26.9M | 0.98% | −81,000−21.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 298,799 | $26.5M | 0.02% | +298,799 | New |
| UBS Group AG | 284,949 | $25.3M | 0.01% | −114,504−28.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 278,417 | $24.7M | 0.09% | −131,926−32.2% | Reduced |
| Ameriprise Financial Inc | 275,657 | $24.5M | 0.01% | +132,815+93.0% | Added |
| TD Asset Management Inc | 273,600 | $24.3M | 0.02% | +111,494+68.8% | Added |
| Patient Capital Management, LLC | 273,385 | $24.3M | 1.18% | −326−0.1% | Reduced |
| Castle Hook Partners LP | 263,703 | $23.4M | 0.85% | +115,791+78.3% | Added |
| Sasco Capital Inc | 249,040 | $22.1M | 2.96% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 244,529 | $21.7M | 0.35% | +1,410+0.6% | Added |
| Waratah Capital Advisors Ltd. | 236,600 | $21.0M | 1.08% | +236,600 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 224,368 | $19.9M | 0.01% | −4,471−2.0% | Reduced |
| Zurich Insurance Group Ltd | 221,090 | $19.6M | 0.18% | +221,090 | New |
| CBOE Vest Financial, LLC | 220,082 | $19.5M | 0.52% | +220,082 | New |
| California Public Employees Retirement System | 219,685 | $19.5M | 0.01% | −6,273−2.8% | Reduced |
| Alta Fundamental Advisers LLC | 213,940 | $19.0M | 9.50% | 00.0% | Unchanged |
| Appaloosa LPSuperinvestorAppaloosa | 203,000 | $18.0M | 0.27% | 00.0% | Unchanged |
| Jennison Associates LLC | 200,083 | $17.8M | 0.01% | +2,531+1.3% | Added |
| Foundry Partners, LLC | 198,415 | $17.6M | 0.94% | +29,898+17.7% | Added |
| 1832 Asset Management L.P. | 197,753 | $17.6M | 0.03% | +31,920+19.2% | Added |
| Alliancebernstein L.P. | 196,053 | $17.4M | 0.01% | +20.0% | Added |
| River Road Asset Management, LLC | 195,727 | $17.4M | 0.23% | −16,338−7.7% | Reduced |
| Hartree Partners, LP | 190,000 | $16.9M | 4.38% | +32,000+20.3% | Added |
| Brandes Investment Partners, LP | 187,994 | $16.7M | 0.21% | +29,112+18.3% | Added |
| Barclays PLC | 182,303 | $16.2M | 0.01% | −5,850−3.1% | Reduced |
| Vident Advisory, LLC | 176,021 | $15.6M | 0.33% | +47,626+37.1% | Added |
| Woodline Partners LP | 173,400 | $15.4M | 0.14% | +173,400 | New |
| Kempen Capital Management N.V. | 173,181 | $15.4M | 0.19% | +2,479+1.5% | Added |
| KBC Group NV | 172,484 | $15.3M | 0.05% | +159,598+1,238.5% | Added |
| CIBC Private Wealth Group, LLC | 167,641 | $15.0M | 0.03% | −33,000−16.4% | Reduced |
| Chartwell Investment Partners, LLC | 164,459 | $14.6M | 0.51% | −23,314−12.4% | Reduced |
| Sagefield Capital LP | 163,284 | $14.5M | 1.77% | −98,117−37.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 181,237 | $13.8M | 0.03% | −7,593−4.0% | Reduced |
| American Century Companies Inc | 154,013 | $13.7M | 0.01% | +27,250+21.5% | Added |
| AQR Capital Management LLC | 153,903 | $13.7M | 0.02% | −58,000−27.4% | Reduced |
| Royal Bank of Canada | 152,288 | $13.5M | 0.00% | −769−0.5% | Reduced |
| Deutsche Bank AG | 151,497 | $13.5M | 0.01% | −85,236−36.0% | Reduced |
| Cubist Systematic Strategies, LLC | 151,284 | $13.4M | 0.15% | +151,284 | New |
| California State Teachers Retirement System | 149,655 | $13.3M | 0.02% | −8,525−5.4% | Reduced |
| American International Group, Inc. | 147,268 | $13.1M | 0.05% | −3,337−2.2% | Reduced |
| Two Sigma Advisers, LP | 146,786 | $13.0M | 0.03% | +146,786 | New |
| Hodges Capital Management Inc. | 141,980 | $12.6M | 0.81% | −21,174−13.0% | Reduced |
| Clough Capital Partners L P | 140,736 | $12.5M | 1.37% | −75,602−34.9% | Reduced |
| M&G Plc | 138,970 | $12.4M | 0.07% | +138,970 | New |
| Cambria Investment Management, L.P. | 137,791 | $12.2M | 0.73% | +137,791 | New |
| Victory Capital Management Inc | 135,051 | $12.0M | 0.01% | +1,780+1.3% | Added |
| Janney Capital Management LLC | 132,001 | $11.7M | 0.78% | −5,291−3.9% | Reduced |
| Danske Bank A/S | 126,908 | $11.3M | 0.04% | +126,908 | New |