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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 124,724 | $11.1M | 0.01% | −26,963−17.8% | Reduced |
| Russell Investments Group, Ltd. | 119,470 | $10.6M | 0.02% | +47,658+66.4% | Added |
| BancorpSouth Bank | 117,511 | $10.4M | 0.76% | +1,019+0.9% | Added |
| Allianz Asset Management GmbH | 114,572 | $10.2M | 0.02% | −170,295−59.8% | Reduced |
| Employees Retirement System of Texas | 113,352 | $10.1M | 0.11% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 113,046 | $10.0M | 0.01% | +10,899+10.7% | Added |
| Ensign Peak Advisors, Inc | 110,499 | $9.82M | 0.02% | +22,724+25.9% | Added |
| Wells Fargo & Company | 109,389 | $9.72M | 0.00% | −35,982−24.8% | Reduced |
| State Board of Administration of Florida Retirement System | 124,058 | $9.43M | 0.02% | −12,673−9.3% | Reduced |
| Credit Suisse AG | 104,321 | $9.27M | 0.01% | +2,899+2.9% | Added |
| Levin Capital Strategies, L.P. | 104,160 | $9.25M | 0.94% | +104,160 | New |
| Manufacturers Life Insurance Company, The | 100,342 | $8.91M | 0.01% | +5,719+6.0% | Added |
| Long Focus Capital Management, LLC | 100,300 | $8.91M | 1.03% | +4,125+4.3% | Added |
| Texas Permanent School Fund | 97,300 | $8.64M | 0.07% | +1,069+1.1% | Added |
| Goehring & Rozencwajg Associates, LLC | 95,805 | $8.51M | 1.84% | +4,700+5.2% | Added |
| Bandera Partners LLC | 95,000 | $8.44M | 3.29% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 84,120 | $7.47M | 0.17% | −4,730−5.3% | Reduced |
| New York State Teachers Retirement System | 83,689 | $7.43M | 0.02% | +900+1.1% | Added |
| Gotham Asset Management, LLC | 83,223 | $7.39M | 0.11% | −58,007−41.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 82,013 | $7.29M | 0.34% | +82,013 | New |
| Citigroup Inc | 81,128 | $7.21M | 0.01% | −43,811−35.1% | Reduced |
| State of Wisconsin Investment Board | 79,857 | $7.09M | 0.02% | −605−0.8% | Reduced |
| Comerica Bank | 79,445 | $7.06M | 0.03% | −1,803−2.2% | Reduced |
| Amalgamated Bank | 78,536 | $6.98M | 0.06% | +5,138+7.0% | Added |
| Stifel Financial Corp | 77,295 | $6.87M | 0.01% | −20,073−20.6% | Reduced |
| Treasurer of the State of North Carolina | 77,239 | $6.86M | 0.03% | −229−0.3% | Reduced |
| Jane Street Group, LLC | 77,035 | $6.84M | 0.01% | −115,677−60.0% | Reduced |
| Mutual of America Capital Management LLC | 74,057 | $6.58M | 0.07% | −2,470−3.2% | Reduced |
| Susquehanna International Group, LLP | 73,138 | $6.50M | 0.01% | −62,564−46.1% | Reduced |
| OnyxPoint Global Management LP | 72,575 | $6.45M | 3.42% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 69,404 | $6.17M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 68,000 | $6.04M | 0.01% | +68,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 65,389 | $5.81M | 0.01% | −6,510−9.1% | Reduced |
| Bridgeway Capital Management, LLC | 64,230 | $5.71M | 0.12% | +53,300+487.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,746 | $5.66M | 0.01% | +3,076+5.1% | Added |
| Twin Tree Management, LP | 63,619 | $5.65M | 0.13% | −67,265−51.4% | Reduced |
| Nicholas Investment Partners, LP | 61,500 | $5.46M | 0.56% | 00.0% | Unchanged |
| MetLife Investment Management | 61,323 | $5.45M | 0.04% | −1,767−2.8% | Reduced |
| Advisors Asset Management, Inc. | 60,790 | $5.40M | 0.10% | −23,357−27.8% | Reduced |
| Maven Securities LTD | 60,036 | $5.33M | 0.32% | +60,036 | New |
| Duality Advisers, LP | 58,686 | $5.21M | 0.51% | +58,686 | New |
| State of New Jersey Common Pension Fund D | 57,943 | $5.15M | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 57,804 | $5.13M | 0.03% | −40,777−41.4% | Reduced |
| Marshall Wace, LLP | 56,339 | $5.00M | 0.01% | +56,339 | New |
| Kadensa Capital Ltd | 56,268 | $5.00M | 1.36% | −551,426−90.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 55,812 | $4.96M | 0.01% | −145,000−72.2% | Reduced |
| SEI Investments Co | 55,802 | $4.96M | 0.01% | +31,723+131.7% | Added |
| Schonfeld Strategic Advisors LLC | 55,186 | $4.90M | 0.04% | +55,186 | New |
| Bank of Montreal | 54,567 | $4.85M | 0.00% | +14,428+35.9% | Added |
| Robeco Institutional Asset Management B.V. | 53,879 | $4.79M | 0.01% | +293+0.5% | Added |
| Invenomic Capital Management LP | 52,809 | $4.69M | 0.25% | +52,809 | New |
| Public Employees Retirement System of Ohio | 52,724 | $4.68M | 0.02% | −4,260−7.5% | Reduced |
| Pinnacle Associates Ltd | 51,980 | $4.62M | 0.07% | −383−0.7% | Reduced |
| Yousif Capital Management, LLC | 51,200 | $4.55M | 0.05% | −806−1.5% | Reduced |
| West Family Investments, Inc. | 50,000 | $4.44M | 1.38% | 00.0% | Unchanged |
| Hara Capital LLC | 49,572 | $4.40M | 2.64% | +3,878+8.5% | Added |
| Prospera Financial Services Inc | 48,916 | $4.35M | 0.13% | −38,436−44.0% | Reduced |
| Easterly Investment Partners LLC | 48,326 | $4.29M | 0.33% | +22,925+90.3% | Added |
| Knightsbridge Asset Management, LLC | 53,924 | $4.15M | 1.17% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 46,690 | $4.15M | 0.43% | +23,753+103.6% | Added |
| GeoSphere Capital Management, LLC | 45,000 | $4.00M | 3.33% | +45,000 | New |
| Franklin Resources Inc | 43,941 | $3.90M | 0.00% | −24,167−35.5% | Reduced |
| Korea Investment CORP | 43,105 | $3.83M | 0.01% | −22,986−34.8% | Reduced |
| Lighthouse Investment Partners, LLC | 41,747 | $3.71M | 0.22% | +41,747 | New |
| Pictet Asset Management Holding SA | 41,324 | $3.67M | 0.00% | −71,819−63.5% | Reduced |
| Adams Natural Resources Fund, Inc. | 40,200 | $3.57M | 0.50% | +40,200 | New |
| Panagora Asset Management Inc | 39,474 | $3.51M | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 39,121 | $3.48M | 0.01% | −3,085−7.3% | Reduced |
| Westchester Capital Management, LLC | 39,024 | $3.47M | 0.15% | +39,024 | New |
| Envestnet Asset Management Inc | 38,305 | $3.40M | 0.00% | −27,752−42.0% | Reduced |
| South Dakota Investment Council | 37,392 | $3.32M | 0.07% | −5,300−12.4% | Reduced |
| Raymond James & Associates | 36,732 | $3.26M | 0.00% | −44,335−54.7% | Reduced |
| Delphi Financial Group, Inc. | 36,720 | $3.26M | 2.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 36,489 | $3.24M | 0.01% | +23,378+178.3% | Added |
| Ameritas Investment Partners, Inc. | 36,299 | $3.22M | 0.11% | +11,700+47.6% | Added |
| Teachers Retirement System of the State of Kentucky | 36,145 | $3.21M | 0.03% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 35,856 | $3.19M | 0.02% | +35,856 | New |
| Pacific Global Investment Management CO | 35,516 | $3.15M | 0.60% | +4,224+13.5% | Added |
| LPL Financial LLC | 34,740 | $3.09M | 0.00% | −28,876−45.4% | Reduced |
| Walleye Capital LLC | 33,805 | $3.00M | 0.03% | +33,805 | New |
| Gilder Gagnon Howe & Co LLC | 33,715 | $2.99M | 0.04% | −5,816−14.7% | Reduced |
| State of Michigan Retirement System | 32,200 | $2.86M | 0.02% | +600+1.9% | 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 |
| Empowered Funds, LLC | 31,102 | $2.76M | 0.05% | +1,390+4.7% | Added |
| Arizona State Retirement System | 30,579 | $2.72M | 0.02% | −341−1.1% | Reduced |
| Simplex Trading, LLC | 30,456 | $2.71M | 0.08% | +30,456 | New |
| Keeley-Teton Advisors, LLC | 30,340 | $2.70M | 0.33% | +6,166+25.5% | Added |
| Picton Mahoney Asset Management | 30,300 | $2.69M | 0.11% | +30,300 | New |
| Jackson Hole Capital Partners, LLC | 29,597 | $2.63M | 0.60% | +2,021+7.3% | Added |
| First Dallas Securities Inc. | 29,512 | $2.62M | 1.21% | −3,574−10.8% | Reduced |
| Man Group plc | 29,227 | $2.60M | 0.01% | +6,525+28.7% | Added |
| Nomura Asset Management Co Ltd | 28,968 | $2.57M | 0.01% | −3,575−11.0% | Reduced |
| Commonwealth Equity Services, LLC | 28,866 | $2.56M | 0.00% | +6,302+27.9% | Added |
| Oregon Public Employees Retirement Fund | 27,500 | $2.44M | 0.05% | −17,776−39.3% | Reduced |
| Ontario Teachers Pension Plan Board | 27,144 | $2.41M | 0.02% | −11,755−30.2% | Reduced |
| Integrated Wealth Concepts LLC | 26,844 | $2.38M | 0.03% | +26,844 | New |
| Romano Brothers and Company | 26,550 | $2.36M | 0.32% | +26,550 | New |
| Storebrand Asset Management AS | 26,489 | $2.35M | 0.01% | +527+2.0% | Added |
| Penn Capital Management Co Inc | 25,197 | $2.28M | 0.20% | −1,226−4.6% | Reduced |