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; 853 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, Q2 2024
Institutional positions in Expand Energy Corp as of Jun 30, 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
- 470
- −21 vs. Q1 2024
- Shares held
- 144.1M
- +2.80M (+2.0%) vs. Q1 2024
- Total value
- $11.8B
- −$701.6M (−5.6%) vs. Q1 2024
- New holders
- 64
- 169 more added
- Sold out
- 85
- 165 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 853 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 12,688,921 | $1.04B | 0.02% | +85,197+0.7% | Added |
| Blackstone Group Inc. | 12,686,999 | $1.04B | 4.63% | +9,600+0.1% | Added |
| BlackRock Inc. | 11,457,063 | $941.7M | 0.02% | +22,444+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 11,400,614 | $937.0M | 0.59% | −1,412,208−11.0% | Reduced |
| Price T Rowe Associates Inc | 10,038,103 | $825.0M | 0.10% | +978,459+10.8% | Added |
| Wellington Management Group LLP | 7,466,898 | $613.7M | 0.11% | +1,627,727+27.9% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,870,884 | $564.7M | 9.73% | −113,200−1.6% | Reduced |
| State Street Corp | 5,043,441 | $414.5M | 0.02% | +1,096,048+27.8% | Added |
| Massachusetts Financial Services Co | 4,119,498 | $338.6M | 0.10% | +292,586+7.6% | Added |
| First Trust Advisors LP | 3,818,754 | $313.9M | 0.32% | +291,918+8.3% | Added |
| Kimmeridge Energy Management Company, LLC | 3,694,879 | $303.7M | 18.76% | +827,000+28.8% | Added |
| Dimensional Fund Advisors LP | 3,333,769 | $274.0M | 0.07% | +510,664+18.1% | Added |
| Lord, Abbett & Co. LLC | 2,616,392 | $215.0M | 0.70% | +17,040+0.7% | Added |
| Thrivent Financial for Lutherans | 2,589,410 | $212.8M | 0.43% | +15,475+0.6% | Added |
| Invesco Ltd. | 2,543,373 | $209.0M | 0.04% | +678,898+36.4% | Added |
| Geode Capital Management, LLC | 2,491,162 | $204.5M | 0.02% | +143,230+6.1% | Added |
| Bank of New York Mellon Corp | 2,361,417 | $194.1M | 0.04% | −239,278−9.2% | Reduced |
| Glendon Capital Management LP | 2,124,060 | $174.5M | 13.30% | 00.0% | Unchanged |
| FMR LLC | 1,577,569 | $129.7M | 0.01% | +41,064+2.7% | Added |
| Voya Investment Management LLC | 1,535,255 | $126.2M | 0.12% | +624,935+68.7% | Added |
| Bank of America Corp | 1,351,010 | $111.0M | 0.01% | −13,194−1.0% | Reduced |
| Prudential Financial Inc | 1,036,264 | $85.2M | 0.13% | −101,478−8.9% | Reduced |
| JPMorgan Chase & Co | 909,277 | $74.7M | 0.01% | −11,814−1.3% | Reduced |
| Ceredex Value Advisors LLC | 880,894 | $72.4M | 1.37% | −418,712−32.2% | Reduced |
| Spears Abacus Advisors LLC | 837,520 | $68.8M | 1.43% | +41,981+5.3% | Added |
| Northern Trust Corp | 823,991 | $67.7M | 0.01% | +84,853+11.5% | Added |
| Millennium Management LLC | 822,645 | $67.6M | 0.06% | +822,645 | New |
| Barclays PLC | 779,386 | $64.1M | 0.03% | +597,083+327.5% | Added |
| Capital World Investors | 768,011 | $63.1M | 0.01% | −50,200−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 708,587 | $58.2M | 0.01% | +36,379+5.4% | Added |
| 1832 Asset Management L.P. | 687,954 | $56.5M | 0.10% | +490,201+247.9% | Added |
| Morgan Stanley | 683,343 | $56.2M | 0.00% | −313,399−31.4% | Reduced |
| Janus Henderson Group PLC | 609,502 | $50.1M | 0.03% | −25,117−4.0% | Reduced |
| Macquarie Group Ltd | 538,390 | $44.3M | 0.05% | −12,769−2.3% | Reduced |
| Neuberger Berman Group LLC | 536,622 | $44.1M | 0.04% | +11,829+2.3% | Added |
| Two Sigma Investments, LP | 529,677 | $43.5M | 0.10% | −497,254−48.4% | Reduced |
| Goldman Sachs Group Inc | 501,404 | $41.2M | 0.01% | −71,331−12.5% | Reduced |
| Susquehanna International Group, LLP | 488,724 | $40.2M | 0.07% | +415,586+568.2% | Added |
| Clearbridge Investments, LLC | 474,459 | $39.0M | 0.03% | +14,951+3.3% | Added |
| Amundi | 460,894 | $38.5M | 0.01% | +7,553+1.7% | Added |
| Deprince Race & Zollo Inc | 439,873 | $36.2M | 0.81% | +39,910+10.0% | Added |
| Principal Financial Group Inc | 436,015 | $35.8M | 0.02% | −32,118−6.9% | Reduced |
| Legal & General Group Plc | 407,400 | $33.5M | 0.01% | −16,244−3.8% | Reduced |
| UBS Asset Management Americas Inc | 397,927 | $32.7M | 0.01% | −25,700−6.1% | Reduced |
| Waratah Capital Advisors Ltd. | 396,180 | $32.6M | 1.97% | +159,580+67.4% | Added |
| Rhumbline Advisers | 333,692 | $27.4M | 0.03% | +5,430+1.7% | Added |
| Renaissance Technologies LLC | 329,520 | $27.1M | 0.05% | −4,411−1.3% | Reduced |
| Swiss National Bank | 329,200 | $27.1M | 0.02% | −3,700−1.1% | Reduced |
| PointState Capital LP | 328,871 | $27.0M | 0.77% | +328,871 | New |
| Ameriprise Financial Inc | 318,870 | $26.2M | 0.01% | +43,213+15.7% | Added |
| Hartree Partners, LP | 317,030 | $26.1M | 6.52% | +127,030+66.9% | Added |
| UBS Group AG | 307,937 | $25.3M | 0.01% | +22,988+8.1% | Added |
| Retirement Systems of Alabama | 307,883 | $25.3M | 0.10% | −2,125−0.7% | Reduced |
| Schwartz Investment Counsel Inc | 303,200 | $24.9M | 0.92% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 284,263 | $23.4M | 0.41% | +39,734+16.2% | Added |
| CBOE Vest Financial, LLC | 278,314 | $22.9M | 0.55% | +58,232+26.5% | Added |
| LSV Asset Management | 277,861 | $22.8M | 0.05% | −477,179−63.2% | Reduced |
| TD Asset Management Inc | 273,500 | $22.5M | 0.02% | −1000.0% | Reduced |
| Nuveen Asset Management, LLC | 272,486 | $22.4M | 0.01% | −72,974−21.1% | Reduced |
| Sasco Capital Inc | 249,040 | $20.5M | 2.89% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 243,237 | $20.0M | 1.06% | −30,148−11.0% | Reduced |
| Asia Research & Capital Management Ltd | 240,500 | $19.8M | 17.06% | +240,500 | New |
| Tudor Investment Corp Et Al | 231,878 | $19.1M | 0.21% | +231,878 | New |
| Jane Street Group, LLC | 227,173 | $18.7M | 0.02% | +150,138+194.9% | Added |
| CIBC Private Wealth Group, LLC | 222,521 | $18.4M | 0.03% | +54,880+32.7% | Added |
| California Public Employees Retirement System | 219,452 | $18.0M | 0.01% | −233−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 219,038 | $18.0M | 0.16% | −103,756−32.1% | Reduced |
| Citadel Advisors LLC | 215,823 | $17.7M | 0.02% | −102,708−32.2% | Reduced |
| Sagefield Capital LP | 215,177 | $17.7M | 1.87% | +51,893+31.8% | Added |
| Van Eck Associates Corp | 206,620 | $17.0M | 0.02% | −132,070−39.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 202,143 | $16.6M | 0.01% | −22,225−9.9% | Reduced |
| Jennison Associates LLC | 199,715 | $16.4M | 0.01% | −368−0.2% | Reduced |
| Alliancebernstein L.P. | 191,291 | $15.7M | 0.01% | −4,762−2.4% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 188,000 | $15.5M | 0.25% | −15,000−7.4% | Reduced |
| Mackenzie Financial Corp | 174,123 | $14.3M | 0.02% | +61,077+54.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 173,406 | $14.3M | 0.03% | +173,406 | New |
| Kempen Capital Management N.V. | 173,181 | $14.2M | 0.16% | 00.0% | Unchanged |
| American Century Companies Inc | 164,851 | $13.5M | 0.01% | +10,838+7.0% | Added |
| Invenomic Capital Management LP | 162,594 | $13.4M | 0.70% | +109,785+207.9% | Added |
| Allianz Asset Management GmbH | 155,089 | $12.7M | 0.02% | +40,517+35.4% | Added |
| California State Teachers Retirement System | 147,586 | $12.1M | 0.01% | −2,069−1.4% | Reduced |
| Clough Capital Partners L P | 146,153 | $12.0M | 1.31% | +5,417+3.8% | Added |
| Cambria Investment Management, L.P. | 146,094 | $12.0M | 0.73% | +8,303+6.0% | Added |
| Chartwell Investment Partners, LLC | 143,349 | $11.8M | 0.41% | −21,110−12.8% | Reduced |
| Hodges Capital Management Inc. | 142,930 | $11.7M | 0.79% | +950+0.7% | Added |
| Deutsche Bank AG | 141,889 | $11.7M | 0.01% | −9,608−6.3% | Reduced |
| Victory Capital Management Inc | 141,881 | $11.7M | 0.01% | +6,830+5.1% | Added |
| Susquehanna Fundamental Investments, LLC | 141,413 | $11.6M | 0.27% | +59,400+72.4% | Added |
| Corebridge Financial, Inc. | 141,047 | $11.6M | 0.06% | +141,047 | New |
| Citigroup Inc | 134,441 | $11.0M | 0.01% | +53,313+65.7% | Added |
| Danske Bank A/S | 131,908 | $10.8M | 0.04% | +5,000+3.9% | Added |
| HSBC Holdings PLC | 128,785 | $10.6M | 0.01% | +4,061+3.3% | Added |
| Royal Bank of Canada | 123,038 | $10.1M | 0.00% | −29,250−19.2% | Reduced |
| AQR Capital Management LLC | 119,018 | $9.78M | 0.01% | −34,885−22.7% | Reduced |
| Ensign Peak Advisors, Inc | 115,584 | $9.50M | 0.02% | +5,085+4.6% | Added |
| State Board of Administration of Florida Retirement System | 114,481 | $9.41M | 0.02% | −9,577−7.7% | Reduced |
| Employees Retirement System of Texas | 113,352 | $9.32M | 0.09% | 00.0% | Unchanged |
| Wells Fargo & Company | 111,997 | $9.20M | 0.00% | +2,608+2.4% | Added |
| Russell Investments Group, Ltd. | 110,311 | $9.07M | 0.01% | −9,159−7.7% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 106,205 | $8.73M | 1.73% | +10,400+10.9% | Added |