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 |
|---|---|---|---|---|---|
| Clough Capital Partners L P | 140,736 | $12.5M | 1.37% | −75,602−34.9% | Reduced |
| Hodges Capital Management Inc. | 141,980 | $12.6M | 0.81% | −21,174−13.0% | Reduced |
| Two Sigma Advisers, LP | 146,786 | $13.0M | 0.03% | +146,786 | New |
| American International Group, Inc. | 147,268 | $13.1M | 0.05% | −3,337−2.2% | Reduced |
| California State Teachers Retirement System | 149,655 | $13.3M | 0.02% | −8,525−5.4% | Reduced |
| Cubist Systematic Strategies, LLC | 151,284 | $13.4M | 0.15% | +151,284 | New |
| Deutsche Bank AG | 151,497 | $13.5M | 0.01% | −85,236−36.0% | Reduced |
| Royal Bank of Canada | 152,288 | $13.5M | 0.00% | −769−0.5% | Reduced |
| AQR Capital Management LLC | 153,903 | $13.7M | 0.02% | −58,000−27.4% | Reduced |
| American Century Companies Inc | 154,013 | $13.7M | 0.01% | +27,250+21.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 181,237 | $13.8M | 0.03% | −7,593−4.0% | Reduced |
| Sagefield Capital LP | 163,284 | $14.5M | 1.77% | −98,117−37.5% | Reduced |
| Chartwell Investment Partners, LLC | 164,459 | $14.6M | 0.51% | −23,314−12.4% | Reduced |
| CIBC Private Wealth Group, LLC | 167,641 | $15.0M | 0.03% | −33,000−16.4% | Reduced |
| KBC Group NV | 172,484 | $15.3M | 0.05% | +159,598+1,238.5% | Added |
| Kempen Capital Management N.V. | 173,181 | $15.4M | 0.19% | +2,479+1.5% | Added |
| Woodline Partners LP | 173,400 | $15.4M | 0.14% | +173,400 | New |
| Vident Advisory, LLC | 176,021 | $15.6M | 0.33% | +47,626+37.1% | Added |
| Barclays PLC | 182,303 | $16.2M | 0.01% | −5,850−3.1% | Reduced |
| Brandes Investment Partners, LP | 187,994 | $16.7M | 0.21% | +29,112+18.3% | Added |
| Hartree Partners, LP | 190,000 | $16.9M | 4.38% | +32,000+20.3% | Added |
| River Road Asset Management, LLC | 195,727 | $17.4M | 0.23% | −16,338−7.7% | Reduced |
| Alliancebernstein L.P. | 196,053 | $17.4M | 0.01% | +20.0% | Added |
| 1832 Asset Management L.P. | 197,753 | $17.6M | 0.03% | +31,920+19.2% | Added |
| Foundry Partners, LLC | 198,415 | $17.6M | 0.94% | +29,898+17.7% | Added |
| Jennison Associates LLC | 200,083 | $17.8M | 0.01% | +2,531+1.3% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 203,000 | $18.0M | 0.27% | 00.0% | Unchanged |
| Alta Fundamental Advisers LLC | 213,940 | $19.0M | 9.50% | 00.0% | Unchanged |
| California Public Employees Retirement System | 219,685 | $19.5M | 0.01% | −6,273−2.8% | Reduced |
| CBOE Vest Financial, LLC | 220,082 | $19.5M | 0.52% | +220,082 | New |
| Zurich Insurance Group Ltd | 221,090 | $19.6M | 0.18% | +221,090 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 224,368 | $19.9M | 0.01% | −4,471−2.0% | Reduced |
| Waratah Capital Advisors Ltd. | 236,600 | $21.0M | 1.08% | +236,600 | New |
| Wedge Capital Management L L P | 244,529 | $21.7M | 0.35% | +1,410+0.6% | Added |
| Sasco Capital Inc | 249,040 | $22.1M | 2.96% | 00.0% | Unchanged |
| Castle Hook Partners LP | 263,703 | $23.4M | 0.85% | +115,791+78.3% | Added |
| Patient Capital Management, LLC | 273,385 | $24.3M | 1.18% | −326−0.1% | Reduced |
| TD Asset Management Inc | 273,600 | $24.3M | 0.02% | +111,494+68.8% | Added |
| Ameriprise Financial Inc | 275,657 | $24.5M | 0.01% | +132,815+93.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 278,417 | $24.7M | 0.09% | −131,926−32.2% | Reduced |
| UBS Group AG | 284,949 | $25.3M | 0.01% | −114,504−28.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 298,799 | $26.5M | 0.02% | +298,799 | New |
| Schwartz Investment Counsel Inc | 303,200 | $26.9M | 0.98% | −81,000−21.1% | Reduced |
| Holocene Advisors, LP | 306,990 | $27.3M | 0.10% | +306,990 | New |
| Retirement Systems of Alabama | 310,008 | $27.5M | 0.11% | +46,772+17.8% | Added |
| Citadel Advisors LLC | 318,531 | $28.3M | 0.03% | +17,933+6.0% | Added |
| Worldquant Millennium Advisors LLC | 322,794 | $28.7M | 0.35% | +259,136+407.1% | Added |
| Rhumbline Advisers | 328,262 | $29.2M | 0.03% | −8,212−2.4% | Reduced |
| Swiss National Bank | 332,900 | $29.6M | 0.02% | −18,900−5.4% | Reduced |
| Renaissance Technologies LLC | 333,931 | $29.7M | 0.05% | +333,931 | New |
| Van Eck Associates Corp | 338,690 | $30.1M | 0.05% | −10,844−3.1% | Reduced |
| Nuveen Asset Management, LLC | 345,460 | $30.7M | 0.01% | −976,799−73.9% | Reduced |
| Deprince Race & Zollo Inc | 399,963 | $35.5M | 0.76% | +90,938+29.4% | Added |
| UBS Asset Management Americas Inc | 423,627 | $37.6M | 0.01% | −4,047−0.9% | Reduced |
| Legal & General Group Plc | 423,644 | $37.6M | 0.01% | −26,719−5.9% | Reduced |
| Amundi | 453,341 | $39.6M | 0.02% | +18,672+4.3% | Added |
| Clearbridge Investments, LLC | 459,508 | $40.8M | 0.03% | −748,704−62.0% | Reduced |
| Principal Financial Group Inc | 468,133 | $41.6M | 0.02% | +6,565+1.4% | Added |
| Thompson Siegel & Walmsley LLC | 484,814 | $43.1M | 0.66% | −325,149−40.1% | Reduced |
| Neuberger Berman Group LLC | 524,793 | $46.6M | 0.04% | −36,485−6.5% | Reduced |
| Macquarie Group Ltd | 551,159 | $48.6M | 0.06% | −78,814−12.5% | Reduced |
| Goldman Sachs Group Inc | 572,735 | $50.9M | 0.01% | −194,476−25.3% | Reduced |
| Encompass Capital Advisors LLC | 593,623 | $52.7M | 2.86% | −76,152−11.4% | Reduced |
| Janus Henderson Group PLC | 634,619 | $56.4M | 0.03% | −8,562−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 672,208 | $59.7M | 0.01% | +31,923+5.0% | Added |
| Northern Trust Corp | 739,138 | $65.7M | 0.01% | −121,085−14.1% | Reduced |
| LSV Asset Management | 755,040 | $67.1M | 0.14% | −67,150−8.2% | Reduced |
| Spears Abacus Advisors LLC | 795,539 | $70.7M | 1.46% | +795,539 | New |
| Capital World Investors | 818,211 | $72.7M | 0.01% | −2,493,503−75.3% | Reduced |
| Voya Investment Management LLC | 910,320 | $80.9M | 0.08% | +265,656+41.2% | Added |
| JPMorgan Chase & Co | 921,091 | $81.8M | 0.01% | −119,098−11.4% | Reduced |
| Morgan Stanley | 996,742 | $88.5M | 0.01% | +273,570+37.8% | Added |
| Two Sigma Investments, LP | 1,026,931 | $91.2M | 0.22% | +993,050+2,931.0% | Added |
| Prudential Financial Inc | 1,137,742 | $101.1M | 0.14% | −931,388−45.0% | Reduced |
| Ceredex Value Advisors LLC | 1,299,606 | $115.4M | 2.02% | −167,619−11.4% | Reduced |
| Bank of America Corp | 1,364,204 | $121.2M | 0.01% | +362,072+36.1% | Added |
| FMR LLC | 1,536,505 | $136.5M | 0.01% | −257,261−14.3% | Reduced |
| Invesco Ltd. | 1,864,475 | $165.6M | 0.04% | +546,022+41.4% | Added |
| Glendon Capital Management LP | 2,124,060 | $188.6M | 14.61% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,347,932 | $208.3M | 0.02% | +279,694+13.5% | Added |
| Thrivent Financial for Lutherans | 2,573,935 | $228.6M | 0.46% | +13,807+0.5% | Added |
| Lord, Abbett & Co. LLC | 2,599,352 | $230.9M | 0.75% | +307,814+13.4% | Added |
| Bank of New York Mellon Corp | 2,600,695 | $231.0M | 0.04% | −236,020−8.3% | Reduced |
| Dimensional Fund Advisors LP | 2,823,105 | $250.8M | 0.07% | +864,268+44.1% | Added |
| Kimmeridge Energy Management Company, LLC | 2,867,879 | $254.8M | 12.18% | −286,000−9.1% | Reduced |
| First Trust Advisors LP | 3,526,836 | $313.3M | 0.32% | +2,886,445+450.7% | Added |
| Massachusetts Financial Services Co | 3,826,912 | $339.9M | 0.10% | −491,008−11.4% | Reduced |
| State Street Corp | 3,947,393 | $350.6M | 0.02% | +25,369+0.6% | Added |
| Wellington Management Group LLP | 5,839,171 | $518.7M | 0.09% | +917,351+18.6% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,984,084 | $620.4M | 9.95% | −15,983−0.2% | Reduced |
| Price T Rowe Associates Inc | 9,059,644 | $804.8M | 0.10% | +6,338,963+233.0% | Added |
| BlackRock Inc. | 11,434,619 | $1.02B | 0.02% | +206,699+1.8% | Added |
| Vanguard Group Inc | 12,603,724 | $1.12B | 0.02% | −69,358−0.5% | Reduced |
| Blackstone Group Inc. | 12,677,399 | $1.13B | 4.85% | +11,500+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 12,812,822 | $1.14B | 0.70% | +4,020,691+45.7% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −659,108−100.0% | Sold out |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −430,000−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −416,941−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −381,075−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −140,119−100.0% | Sold out |