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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 27,500 | $2.44M | 0.05% | −17,776−39.3% | Reduced |
| Commonwealth Equity Services, LLC | 28,866 | $2.56M | 0.00% | +6,302+27.9% | Added |
| Nomura Asset Management Co Ltd | 28,968 | $2.57M | 0.01% | −3,575−11.0% | Reduced |
| Man Group plc | 29,227 | $2.60M | 0.01% | +6,525+28.7% | Added |
| First Dallas Securities Inc. | 29,512 | $2.62M | 1.21% | −3,574−10.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 29,597 | $2.63M | 0.60% | +2,021+7.3% | Added |
| Picton Mahoney Asset Management | 30,300 | $2.69M | 0.11% | +30,300 | New |
| Keeley-Teton Advisors, LLC | 30,340 | $2.70M | 0.33% | +6,166+25.5% | Added |
| Simplex Trading, LLC | 30,456 | $2.71M | 0.08% | +30,456 | New |
| Arizona State Retirement System | 30,579 | $2.72M | 0.02% | −341−1.1% | Reduced |
| Empowered Funds, LLC | 31,102 | $2.76M | 0.05% | +1,390+4.7% | Added |
| Louisiana State Employees Retirement System | 32,000 | $2.84M | 0.06% | +700+2.2% | Added |
| Nomura Holdings Inc | 32,000 | $2.84M | 0.02% | +32,000 | New |
| State of Michigan Retirement System | 32,200 | $2.86M | 0.02% | +600+1.9% | Added |
| Gilder Gagnon Howe & Co LLC | 33,715 | $2.99M | 0.04% | −5,816−14.7% | Reduced |
| Walleye Capital LLC | 33,805 | $3.00M | 0.03% | +33,805 | New |
| LPL Financial LLC | 34,740 | $3.09M | 0.00% | −28,876−45.4% | Reduced |
| Pacific Global Investment Management CO | 35,516 | $3.15M | 0.60% | +4,224+13.5% | Added |
| Resona Asset Management Co.,Ltd. | 35,856 | $3.19M | 0.02% | +35,856 | New |
| Teachers Retirement System of the State of Kentucky | 36,145 | $3.21M | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 36,299 | $3.22M | 0.11% | +11,700+47.6% | Added |
| Squarepoint Ops LLC | 36,489 | $3.24M | 0.01% | +23,378+178.3% | Added |
| Delphi Financial Group, Inc. | 36,720 | $3.26M | 2.11% | 00.0% | Unchanged |
| Raymond James & Associates | 36,732 | $3.26M | 0.00% | −44,335−54.7% | Reduced |
| South Dakota Investment Council | 37,392 | $3.32M | 0.07% | −5,300−12.4% | Reduced |
| Envestnet Asset Management Inc | 38,305 | $3.40M | 0.00% | −27,752−42.0% | Reduced |
| Westchester Capital Management, LLC | 39,024 | $3.47M | 0.15% | +39,024 | New |
| Asset Management One Co.,Ltd. | 39,121 | $3.48M | 0.01% | −3,085−7.3% | Reduced |
| Panagora Asset Management Inc | 39,474 | $3.51M | 0.02% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 40,200 | $3.57M | 0.50% | +40,200 | New |
| Pictet Asset Management Holding SA | 41,324 | $3.67M | 0.00% | −71,819−63.5% | Reduced |
| Lighthouse Investment Partners, LLC | 41,747 | $3.71M | 0.22% | +41,747 | New |
| Korea Investment CORP | 43,105 | $3.83M | 0.01% | −22,986−34.8% | Reduced |
| Franklin Resources Inc | 43,941 | $3.90M | 0.00% | −24,167−35.5% | Reduced |
| GeoSphere Capital Management, LLC | 45,000 | $4.00M | 3.33% | +45,000 | New |
| Seven Eight Capital, LP | 46,690 | $4.15M | 0.43% | +23,753+103.6% | Added |
| Knightsbridge Asset Management, LLC | 53,924 | $4.15M | 1.17% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 48,326 | $4.29M | 0.33% | +22,925+90.3% | Added |
| Prospera Financial Services Inc | 48,916 | $4.35M | 0.13% | −38,436−44.0% | Reduced |
| Hara Capital LLC | 49,572 | $4.40M | 2.64% | +3,878+8.5% | Added |
| West Family Investments, Inc. | 50,000 | $4.44M | 1.38% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 51,200 | $4.55M | 0.05% | −806−1.5% | Reduced |
| Pinnacle Associates Ltd | 51,980 | $4.62M | 0.07% | −383−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 52,724 | $4.68M | 0.02% | −4,260−7.5% | Reduced |
| Invenomic Capital Management LP | 52,809 | $4.69M | 0.25% | +52,809 | New |
| Robeco Institutional Asset Management B.V. | 53,879 | $4.79M | 0.01% | +293+0.5% | Added |
| Bank of Montreal | 54,567 | $4.85M | 0.00% | +14,428+35.9% | Added |
| Schonfeld Strategic Advisors LLC | 55,186 | $4.90M | 0.04% | +55,186 | New |
| SEI Investments Co | 55,802 | $4.96M | 0.01% | +31,723+131.7% | Added |
| Adage Capital Partners GP, L.L.C. | 55,812 | $4.96M | 0.01% | −145,000−72.2% | Reduced |
| Kadensa Capital Ltd | 56,268 | $5.00M | 1.36% | −551,426−90.7% | Reduced |
| Marshall Wace, LLP | 56,339 | $5.00M | 0.01% | +56,339 | New |
| Bridgewater Associates, LP | 57,804 | $5.13M | 0.03% | −40,777−41.4% | Reduced |
| State of New Jersey Common Pension Fund D | 57,943 | $5.15M | 0.02% | 00.0% | Unchanged |
| Duality Advisers, LP | 58,686 | $5.21M | 0.51% | +58,686 | New |
| Maven Securities LTD | 60,036 | $5.33M | 0.32% | +60,036 | New |
| Advisors Asset Management, Inc. | 60,790 | $5.40M | 0.10% | −23,357−27.8% | Reduced |
| MetLife Investment Management | 61,323 | $5.45M | 0.04% | −1,767−2.8% | Reduced |
| Nicholas Investment Partners, LP | 61,500 | $5.46M | 0.56% | 00.0% | Unchanged |
| Twin Tree Management, LP | 63,619 | $5.65M | 0.13% | −67,265−51.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,746 | $5.66M | 0.01% | +3,076+5.1% | Added |
| Bridgeway Capital Management, LLC | 64,230 | $5.71M | 0.12% | +53,300+487.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 65,389 | $5.81M | 0.01% | −6,510−9.1% | Reduced |
| New York State Common Retirement Fund | 68,000 | $6.04M | 0.01% | +68,000 | New |
| State of Tennessee, Treasury Department | 69,404 | $6.17M | 0.02% | 00.0% | Unchanged |
| OnyxPoint Global Management LP | 72,575 | $6.45M | 3.42% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 73,138 | $6.50M | 0.01% | −62,564−46.1% | Reduced |
| Mutual of America Capital Management LLC | 74,057 | $6.58M | 0.07% | −2,470−3.2% | Reduced |
| Jane Street Group, LLC | 77,035 | $6.84M | 0.01% | −115,677−60.0% | Reduced |
| Treasurer of the State of North Carolina | 77,239 | $6.86M | 0.03% | −229−0.3% | Reduced |
| Stifel Financial Corp | 77,295 | $6.87M | 0.01% | −20,073−20.6% | Reduced |
| Amalgamated Bank | 78,536 | $6.98M | 0.06% | +5,138+7.0% | Added |
| Comerica Bank | 79,445 | $7.06M | 0.03% | −1,803−2.2% | Reduced |
| State of Wisconsin Investment Board | 79,857 | $7.09M | 0.02% | −605−0.8% | Reduced |
| Citigroup Inc | 81,128 | $7.21M | 0.01% | −43,811−35.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 82,013 | $7.29M | 0.34% | +82,013 | New |
| Gotham Asset Management, LLC | 83,223 | $7.39M | 0.11% | −58,007−41.1% | Reduced |
| New York State Teachers Retirement System | 83,689 | $7.43M | 0.02% | +900+1.1% | Added |
| Ancora Advisors, LLC | 84,120 | $7.47M | 0.17% | −4,730−5.3% | Reduced |
| Bandera Partners LLC | 95,000 | $8.44M | 3.29% | 00.0% | Unchanged |
| Goehring & Rozencwajg Associates, LLC | 95,805 | $8.51M | 1.84% | +4,700+5.2% | Added |
| Texas Permanent School Fund | 97,300 | $8.64M | 0.07% | +1,069+1.1% | Added |
| Long Focus Capital Management, LLC | 100,300 | $8.91M | 1.03% | +4,125+4.3% | Added |
| Manufacturers Life Insurance Company, The | 100,342 | $8.91M | 0.01% | +5,719+6.0% | Added |
| Levin Capital Strategies, L.P. | 104,160 | $9.25M | 0.94% | +104,160 | New |
| Credit Suisse AG | 104,321 | $9.27M | 0.01% | +2,899+2.9% | Added |
| State Board of Administration of Florida Retirement System | 124,058 | $9.43M | 0.02% | −12,673−9.3% | Reduced |
| Wells Fargo & Company | 109,389 | $9.72M | 0.00% | −35,982−24.8% | Reduced |
| Ensign Peak Advisors, Inc | 110,499 | $9.82M | 0.02% | +22,724+25.9% | Added |
| Mackenzie Financial Corp | 113,046 | $10.0M | 0.01% | +10,899+10.7% | Added |
| Employees Retirement System of Texas | 113,352 | $10.1M | 0.11% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 114,572 | $10.2M | 0.02% | −170,295−59.8% | Reduced |
| BancorpSouth Bank | 117,511 | $10.4M | 0.76% | +1,019+0.9% | Added |
| Russell Investments Group, Ltd. | 119,470 | $10.6M | 0.02% | +47,658+66.4% | Added |
| HSBC Holdings PLC | 124,724 | $11.1M | 0.01% | −26,963−17.8% | Reduced |
| Danske Bank A/S | 126,908 | $11.3M | 0.04% | +126,908 | New |
| Janney Capital Management LLC | 132,001 | $11.7M | 0.78% | −5,291−3.9% | Reduced |
| Victory Capital Management Inc | 135,051 | $12.0M | 0.01% | +1,780+1.3% | Added |
| Cambria Investment Management, L.P. | 137,791 | $12.2M | 0.73% | +137,791 | New |
| M&G Plc | 138,970 | $12.4M | 0.07% | +138,970 | New |