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 |
|---|---|---|---|---|---|
| Readystate Asset Management LP | 25,328 | $2.25M | 0.08% | +5,958+30.8% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.22M | 0.21% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 24,798 | $2.20M | 0.06% | +120.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,698 | $2.19M | 0.01% | −128,667−83.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,593 | $2.18M | 0.01% | +90.0% | Added |
| Alden Global Capital LLC | 24,174 | $2.15M | 1.61% | +24,174 | New |
| Scotia Capital Inc. | 23,944 | $2.13M | 0.01% | +837+3.6% | Added |
| Tocqueville Asset Management L.P. | 22,215 | $1.97M | 0.03% | +22,215 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,984 | $1.95M | 0.01% | −67−0.3% | Reduced |
| Utah Retirement Systems | 21,800 | $1.94M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 21,800 | $1.94M | 0.07% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 21,466 | $1.91M | 0.30% | +15,633+268.0% | Added |
| Huber Capital Management LLC | 21,414 | $1.90M | 0.43% | −1,500−6.5% | Reduced |
| Schroder Investment Management Group | 21,037 | $1.87M | 0.00% | −6,468−23.5% | Reduced |
| AE Wealth Management LLC | 20,694 | $1.84M | 0.02% | −39,298−65.5% | Reduced |
| D. E. Shaw & Co., Inc. | 20,560 | $1.83M | 0.00% | +20,560 | New |
| Janney Montgomery Scott LLC | 20,514 | $1.82M | 0.01% | −21,465−51.1% | Reduced |
| Braun Stacey Associates Inc | 19,875 | $1.76M | 0.07% | 00.0% | Unchanged |
| Estate Counselors, LLC | 19,860 | $1.76M | 0.20% | +19,860 | New |
| IFM Investors Pty Ltd | 19,199 | $1.71M | 0.02% | −1,184−5.8% | Reduced |
| DnB Asset Management AS | 19,122 | $1.70M | 0.01% | +1,303+7.3% | Added |
| Xponance, Inc. | 18,939 | $1.68M | 0.02% | +4,768+33.6% | Added |
| STRS Ohio | 18,836 | $1.67M | 0.01% | −2,036−9.8% | Reduced |
| State of Alaska, Department of Revenue | 18,590 | $1.65M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 18,495 | $1.64M | 0.00% | −1,286−6.5% | Reduced |
| Cresset Asset Management, LLC | 18,444 | $1.64M | 0.01% | +18,444 | New |
| NYL Investors LLC | 17,058 | $1.52M | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 16,815 | $1.49M | 0.00% | −1,183,658−98.6% | Reduced |
| Thomist Capital Management, LP | 16,800 | $1.49M | 0.62% | +16,800 | New |
| National Bank of Canada | 16,597 | $1.45M | 0.00% | +733+4.6% | Added |
| Teza Capital Management LLC | 16,265 | $1.44M | 0.19% | +16,265 | New |
| Public Sector Pension Investment Board | 15,972 | $1.42M | 0.01% | +1,668+11.7% | Added |
| Byrne Asset Management LLC | 15,521 | $1.38M | 0.95% | +10.0% | Added |
| Central Trust Co | 15,380 | $1.37M | 0.03% | −1,980−11.4% | Reduced |
| Guggenheim Capital LLC | 15,206 | $1.35M | 0.01% | −8,555−36.0% | Reduced |
| Barnett & Company, Inc. | 15,028 | $1.33M | 0.91% | −3,000−16.6% | Reduced |
| Ostrum Asset Management | 14,910 | $1.32M | 0.10% | +13,888+1,358.9% | Added |
| Toroso Investments, LLC | 14,501 | $1.29M | 0.02% | −8−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 14,355 | $1.28M | 0.01% | +14,355 | New |
| SpiderRock Advisors, LLC | 15,000 | $1.25M | 0.04% | +15,000 | New |
| Quest Partners LLC | 13,954 | $1.24M | 0.22% | +1,281+10.1% | Added |
| Qube Research & Technologies Ltd | 13,841 | $1.23M | 0.00% | −7,662−35.6% | Reduced |
| Hohimer Wealth Management, LLC | 13,823 | $1.23M | 0.29% | +1,102+8.7% | Added |
| Clear Harbor Asset Management, LLC | 13,715 | $1.22M | 0.11% | +1,812+15.2% | Added |
| Jump Financial, LLC | 13,334 | $1.18M | 0.03% | −5,571−29.5% | Reduced |
| British Columbia Investment Management Corp | 13,325 | $1.18M | 0.01% | +378+2.9% | Added |
| Sciencast Management LP | 13,209 | $1.17M | 0.72% | +13,209 | New |
| 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 |
| Nissay Asset Management Corp | 12,663 | $1.12M | 0.01% | +52+0.4% | Added |
| Federated Hermes, Inc. | 12,623 | $1.12M | 0.00% | +1,494+13.4% | Added |
| NBC Securities, Inc. | 12,473 | $1.12M | 0.10% | +401+3.3% | Added |
| Cowen and Company, LLC | 12,336 | $1.10M | 0.04% | +12,336 | New |
| GWM Advisors LLC | 12,301 | $1.09M | 0.01% | −665−5.1% | Reduced |
| Oppenheimer & Co Inc | 12,294 | $1.09M | 0.02% | −1,994−14.0% | Reduced |
| Public Employees Retirement Association of Colorado | 12,235 | $1.09M | 0.00% | −464−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 12,000 | $1.07M | 0.01% | +12,000 | New |
| Aurora Investment Counsel | 11,930 | $1.06M | 0.61% | +135+1.1% | Added |
| Quantbot Technologies LP | 11,325 | $1.01M | 0.06% | +11,325 | New |
| Davenport & Co LLC | 11,173 | $992.5K | 0.01% | +30.0% | Added |
| Glenorchy Capital Ltd | 11,080 | $984.3K | 0.81% | +1,575+16.6% | Added |
| Independent Advisor Alliance | 10,923 | $970.3K | 0.04% | +52+0.5% | Added |
| Anson Funds Management LP | 10,711 | $951.5K | 0.07% | +10,711 | New |
| 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 |
| Spectrum Asset Management, Inc. (NB/CA) | 10,110 | $898.1K | 0.39% | +505+5.3% | Added |
| Toronto Dominion Bank | 10,019 | $890.0K | 0.00% | −3,862−27.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,004 | $888.7K | 0.49% | −1,008−9.2% | Reduced |
| 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 |
| Maryland State Retirement & Pension System | 10,027 | $872.6K | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 9,733 | $864.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 9,529 | $846.5K | 0.02% | +9,529 | New |
| Cloverfields Capital Group, LP | 9,426 | $837.3K | 0.28% | +2,030+27.4% | Added |
| Securian Asset Management, Inc | 9,140 | $811.9K | 0.02% | −205−2.2% | Reduced |
| Balyasny Asset Management LLC | 9,004 | $799.8K | 0.00% | +3,948+78.1% | Added |
| Lazard Asset Management LLC | 8,686 | $771.0K | 0.00% | −4,830−35.7% | Reduced |
| Vazirani Asset Management LLC | 8,672 | $770.3K | 2.14% | +8,672 | New |
| Cambridge Investment Research Advisors, Inc. | 8,566 | $761.0K | 0.00% | +611+7.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,391 | $745.4K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,911 | $703.0K | 0.03% | −48−0.6% | Reduced |
| Bramshill Investments, LLC | 7,825 | $695.1K | 0.08% | −11,183−58.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,818 | $694.8K | 0.00% | −4,893−38.5% | Reduced |
| Salem Investment Counselors Inc | 7,761 | $689.4K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,750 | $688.4K | 0.14% | 00.0% | Unchanged |
| Mariner, LLC | 7,614 | $676.4K | 0.00% | +2,260+42.2% | Added |
| Private Advisor Group, LLC | 7,530 | $668.8K | 0.00% | +470+6.7% | Added |
| First Eagle Investment Management, LLC | 7,493 | $665.6K | 0.00% | +50+0.7% | Added |
| Entropy Technologies, LP | 7,408 | $658.1K | 0.07% | +3,751+102.6% | Added |
| Daiwa Securities Group Inc. | 7,413 | $658.0K | 0.00% | −100−1.3% | Reduced |
| QRG Capital Management, Inc. | 7,299 | $648.4K | 0.01% | +1,349+22.7% | Added |
| Crossmark Global Holdings, Inc. | 7,252 | $645.0K | 0.01% | −89−1.2% | Reduced |
| Advisory Services Network, LLC | 7,107 | $631.3K | 0.01% | −624−8.1% | Reduced |
| Confluence Investment Management LLC | 7,014 | $623.1K | 0.01% | −132−1.8% | Reduced |
| Independent Financial Group, LLC | 7,010 | $622.7K | 0.03% | −12,135−63.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,961 | $618.3K | 0.06% | +6,961 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6,909 | $614.0K | 0.01% | +2,531+57.8% | Added |
| Atria Wealth Solutions, Inc. | 6,744 | $599.1K | 0.01% | +475+7.6% | Added |
| Stephens Inc | 6,634 | $589.3K | 0.01% | +6,634 | New |