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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Confluence Investment Management LLC | 7,014 | $623.1K | 0.01% | −132−1.8% | Reduced |
| Advisory Services Network, LLC | 7,107 | $631.3K | 0.01% | −624−8.1% | Reduced |
| Crossmark Global Holdings, Inc. | 7,252 | $645.0K | 0.01% | −89−1.2% | Reduced |
| QRG Capital Management, Inc. | 7,299 | $648.4K | 0.01% | +1,349+22.7% | Added |
| Daiwa Securities Group Inc. | 7,413 | $658.0K | 0.00% | −100−1.3% | Reduced |
| Entropy Technologies, LP | 7,408 | $658.1K | 0.07% | +3,751+102.6% | Added |
| First Eagle Investment Management, LLC | 7,493 | $665.6K | 0.00% | +50+0.7% | Added |
| Private Advisor Group, LLC | 7,530 | $668.8K | 0.00% | +470+6.7% | Added |
| Mariner, LLC | 7,614 | $676.4K | 0.00% | +2,260+42.2% | Added |
| Spirit of America Management Corp | 7,750 | $688.4K | 0.14% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7,761 | $689.4K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,818 | $694.8K | 0.00% | −4,893−38.5% | Reduced |
| Bramshill Investments, LLC | 7,825 | $695.1K | 0.08% | −11,183−58.8% | Reduced |
| Wedbush Securities Inc | 7,911 | $703.0K | 0.03% | −48−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,391 | $745.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,566 | $761.0K | 0.00% | +611+7.7% | Added |
| Vazirani Asset Management LLC | 8,672 | $770.3K | 2.14% | +8,672 | New |
| Lazard Asset Management LLC | 8,686 | $771.0K | 0.00% | −4,830−35.7% | Reduced |
| Balyasny Asset Management LLC | 9,004 | $799.8K | 0.00% | +3,948+78.1% | Added |
| Securian Asset Management, Inc | 9,140 | $811.9K | 0.02% | −205−2.2% | Reduced |
| Cloverfields Capital Group, LP | 9,426 | $837.3K | 0.28% | +2,030+27.4% | Added |
| Jefferies Financial Group Inc. | 9,529 | $846.5K | 0.02% | +9,529 | New |
| Gulf International Bank (UK) Ltd | 9,733 | $864.0K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,027 | $872.6K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,000 | $888.3K | 0.01% | −42−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 10,000 | $888.3K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10,000 | $888.3K | 0.16% | +10,000 | New |
| AAFMAA Wealth Management & Trust LLC | 10,004 | $888.7K | 0.49% | −1,008−9.2% | Reduced |
| Toronto Dominion Bank | 10,019 | $890.0K | 0.00% | −3,862−27.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 10,110 | $898.1K | 0.39% | +505+5.3% | Added |
| HighTower Advisors, LLC | 10,184 | $902.0K | 0.00% | +3,455+51.3% | Added |
| Elo Mutual Pension Insurance Co | 10,158 | $902.0K | 0.02% | +10,158 | New |
| Anson Funds Management LP | 10,711 | $951.5K | 0.07% | +10,711 | New |
| Independent Advisor Alliance | 10,923 | $970.3K | 0.04% | +52+0.5% | Added |
| Glenorchy Capital Ltd | 11,080 | $984.3K | 0.81% | +1,575+16.6% | Added |
| Davenport & Co LLC | 11,173 | $992.5K | 0.01% | +30.0% | Added |
| Quantbot Technologies LP | 11,325 | $1.01M | 0.06% | +11,325 | New |
| Aurora Investment Counsel | 11,930 | $1.06M | 0.61% | +135+1.1% | Added |
| Gamco Investors, Inc. Et Al | 12,000 | $1.07M | 0.01% | +12,000 | New |
| Public Employees Retirement Association of Colorado | 12,235 | $1.09M | 0.00% | −464−3.7% | Reduced |
| Oppenheimer & Co Inc | 12,294 | $1.09M | 0.02% | −1,994−14.0% | Reduced |
| GWM Advisors LLC | 12,301 | $1.09M | 0.01% | −665−5.1% | Reduced |
| Cowen and Company, LLC | 12,336 | $1.10M | 0.04% | +12,336 | New |
| NBC Securities, Inc. | 12,473 | $1.12M | 0.10% | +401+3.3% | Added |
| Federated Hermes, Inc. | 12,623 | $1.12M | 0.00% | +1,494+13.4% | Added |
| Nissay Asset Management Corp | 12,663 | $1.12M | 0.01% | +52+0.4% | Added |
| Brinker Capital Investments, LLC | 12,982 | $1.15M | 0.01% | +104+0.8% | Added |
| Orion Portfolio Solutions, LLC | 12,982 | $1.15M | 0.01% | +104+0.8% | Added |
| Sciencast Management LP | 13,209 | $1.17M | 0.72% | +13,209 | New |
| British Columbia Investment Management Corp | 13,325 | $1.18M | 0.01% | +378+2.9% | Added |
| Jump Financial, LLC | 13,334 | $1.18M | 0.03% | −5,571−29.5% | Reduced |
| Clear Harbor Asset Management, LLC | 13,715 | $1.22M | 0.11% | +1,812+15.2% | Added |
| Hohimer Wealth Management, LLC | 13,823 | $1.23M | 0.29% | +1,102+8.7% | Added |
| Qube Research & Technologies Ltd | 13,841 | $1.23M | 0.00% | −7,662−35.6% | Reduced |
| Quest Partners LLC | 13,954 | $1.24M | 0.22% | +1,281+10.1% | Added |
| SpiderRock Advisors, LLC | 15,000 | $1.25M | 0.04% | +15,000 | New |
| Brandywine Global Investment Management, LLC | 14,355 | $1.28M | 0.01% | +14,355 | New |
| Toroso Investments, LLC | 14,501 | $1.29M | 0.02% | −8−0.1% | Reduced |
| Ostrum Asset Management | 14,910 | $1.32M | 0.10% | +13,888+1,358.9% | Added |
| Barnett & Company, Inc. | 15,028 | $1.33M | 0.91% | −3,000−16.6% | Reduced |
| Guggenheim Capital LLC | 15,206 | $1.35M | 0.01% | −8,555−36.0% | Reduced |
| Central Trust Co | 15,380 | $1.37M | 0.03% | −1,980−11.4% | Reduced |
| Byrne Asset Management LLC | 15,521 | $1.38M | 0.95% | +10.0% | Added |
| Public Sector Pension Investment Board | 15,972 | $1.42M | 0.01% | +1,668+11.7% | Added |
| Teza Capital Management LLC | 16,265 | $1.44M | 0.19% | +16,265 | New |
| National Bank of Canada | 16,597 | $1.45M | 0.00% | +733+4.6% | Added |
| Thomist Capital Management, LP | 16,800 | $1.49M | 0.62% | +16,800 | New |
| Pacer Advisors, Inc. | 16,815 | $1.49M | 0.00% | −1,183,658−98.6% | Reduced |
| NYL Investors LLC | 17,058 | $1.52M | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 18,444 | $1.64M | 0.01% | +18,444 | New |
| Creative Planning | 18,495 | $1.64M | 0.00% | −1,286−6.5% | Reduced |
| State of Alaska, Department of Revenue | 18,590 | $1.65M | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 18,836 | $1.67M | 0.01% | −2,036−9.8% | Reduced |
| Xponance, Inc. | 18,939 | $1.68M | 0.02% | +4,768+33.6% | Added |
| DnB Asset Management AS | 19,122 | $1.70M | 0.01% | +1,303+7.3% | Added |
| IFM Investors Pty Ltd | 19,199 | $1.71M | 0.02% | −1,184−5.8% | Reduced |
| Estate Counselors, LLC | 19,860 | $1.76M | 0.20% | +19,860 | New |
| Braun Stacey Associates Inc | 19,875 | $1.76M | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 20,514 | $1.82M | 0.01% | −21,465−51.1% | Reduced |
| D. E. Shaw & Co., Inc. | 20,560 | $1.83M | 0.00% | +20,560 | New |
| AE Wealth Management LLC | 20,694 | $1.84M | 0.02% | −39,298−65.5% | Reduced |
| Schroder Investment Management Group | 21,037 | $1.87M | 0.00% | −6,468−23.5% | Reduced |
| Huber Capital Management LLC | 21,414 | $1.90M | 0.43% | −1,500−6.5% | Reduced |
| Pearl River Capital, LLC | 21,466 | $1.91M | 0.30% | +15,633+268.0% | Added |
| New Mexico Educational Retirement Board | 21,800 | $1.94M | 0.07% | 00.0% | Unchanged |
| Utah Retirement Systems | 21,800 | $1.94M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,984 | $1.95M | 0.01% | −67−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 22,215 | $1.97M | 0.03% | +22,215 | New |
| Scotia Capital Inc. | 23,944 | $2.13M | 0.01% | +837+3.6% | Added |
| Alden Global Capital LLC | 24,174 | $2.15M | 1.61% | +24,174 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,593 | $2.18M | 0.01% | +90.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,698 | $2.19M | 0.01% | −128,667−83.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,798 | $2.20M | 0.06% | +120.0% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.22M | 0.21% | 00.0% | Unchanged |
| Readystate Asset Management LP | 25,328 | $2.25M | 0.08% | +5,958+30.8% | Added |
| Penn Capital Management Co Inc | 25,197 | $2.28M | 0.20% | −1,226−4.6% | Reduced |
| Storebrand Asset Management AS | 26,489 | $2.35M | 0.01% | +527+2.0% | Added |
| Romano Brothers and Company | 26,550 | $2.36M | 0.32% | +26,550 | New |
| Integrated Wealth Concepts LLC | 26,844 | $2.38M | 0.03% | +26,844 | New |
| Ontario Teachers Pension Plan Board | 27,144 | $2.41M | 0.02% | −11,755−30.2% | Reduced |