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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 206,620 | $17.0M | 0.02% | −132,070−39.0% | Reduced |
| Sagefield Capital LP | 215,177 | $17.7M | 1.87% | +51,893+31.8% | Added |
| Citadel Advisors LLC | 215,823 | $17.7M | 0.02% | −102,708−32.2% | Reduced |
| Worldquant Millennium Advisors LLC | 219,038 | $18.0M | 0.16% | −103,756−32.1% | Reduced |
| California Public Employees Retirement System | 219,452 | $18.0M | 0.01% | −233−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 222,521 | $18.4M | 0.03% | +54,880+32.7% | Added |
| Jane Street Group, LLC | 227,173 | $18.7M | 0.02% | +150,138+194.9% | Added |
| Tudor Investment Corp Et Al | 231,878 | $19.1M | 0.21% | +231,878 | New |
| Asia Research & Capital Management Ltd | 240,500 | $19.8M | 17.06% | +240,500 | New |
| Patient Capital Management, LLC | 243,237 | $20.0M | 1.06% | −30,148−11.0% | Reduced |
| Sasco Capital Inc | 249,040 | $20.5M | 2.89% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 272,486 | $22.4M | 0.01% | −72,974−21.1% | Reduced |
| TD Asset Management Inc | 273,500 | $22.5M | 0.02% | −1000.0% | Reduced |
| LSV Asset Management | 277,861 | $22.8M | 0.05% | −477,179−63.2% | Reduced |
| CBOE Vest Financial, LLC | 278,314 | $22.9M | 0.55% | +58,232+26.5% | Added |
| Wedge Capital Management L L P | 284,263 | $23.4M | 0.41% | +39,734+16.2% | Added |
| Schwartz Investment Counsel Inc | 303,200 | $24.9M | 0.92% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 307,883 | $25.3M | 0.10% | −2,125−0.7% | Reduced |
| UBS Group AG | 307,937 | $25.3M | 0.01% | +22,988+8.1% | Added |
| Hartree Partners, LP | 317,030 | $26.1M | 6.52% | +127,030+66.9% | Added |
| Ameriprise Financial Inc | 318,870 | $26.2M | 0.01% | +43,213+15.7% | Added |
| PointState Capital LP | 328,871 | $27.0M | 0.77% | +328,871 | New |
| Swiss National Bank | 329,200 | $27.1M | 0.02% | −3,700−1.1% | Reduced |
| Renaissance Technologies LLC | 329,520 | $27.1M | 0.05% | −4,411−1.3% | Reduced |
| Rhumbline Advisers | 333,692 | $27.4M | 0.03% | +5,430+1.7% | Added |
| Waratah Capital Advisors Ltd. | 396,180 | $32.6M | 1.97% | +159,580+67.4% | Added |
| UBS Asset Management Americas Inc | 397,927 | $32.7M | 0.01% | −25,700−6.1% | Reduced |
| Legal & General Group Plc | 407,400 | $33.5M | 0.01% | −16,244−3.8% | Reduced |
| Principal Financial Group Inc | 436,015 | $35.8M | 0.02% | −32,118−6.9% | Reduced |
| Deprince Race & Zollo Inc | 439,873 | $36.2M | 0.81% | +39,910+10.0% | Added |
| Amundi | 460,894 | $38.5M | 0.01% | +7,553+1.7% | Added |
| Clearbridge Investments, LLC | 474,459 | $39.0M | 0.03% | +14,951+3.3% | Added |
| Susquehanna International Group, LLP | 488,724 | $40.2M | 0.07% | +415,586+568.2% | Added |
| Goldman Sachs Group Inc | 501,404 | $41.2M | 0.01% | −71,331−12.5% | Reduced |
| Two Sigma Investments, LP | 529,677 | $43.5M | 0.10% | −497,254−48.4% | Reduced |
| Neuberger Berman Group LLC | 536,622 | $44.1M | 0.04% | +11,829+2.3% | Added |
| Macquarie Group Ltd | 538,390 | $44.3M | 0.05% | −12,769−2.3% | Reduced |
| Janus Henderson Group PLC | 609,502 | $50.1M | 0.03% | −25,117−4.0% | Reduced |
| Morgan Stanley | 683,343 | $56.2M | 0.00% | −313,399−31.4% | Reduced |
| 1832 Asset Management L.P. | 687,954 | $56.5M | 0.10% | +490,201+247.9% | Added |
| Charles Schwab Investment Management Inc | 708,587 | $58.2M | 0.01% | +36,379+5.4% | Added |
| Capital World Investors | 768,011 | $63.1M | 0.01% | −50,200−6.1% | Reduced |
| Barclays PLC | 779,386 | $64.1M | 0.03% | +597,083+327.5% | Added |
| Millennium Management LLC | 822,645 | $67.6M | 0.06% | +822,645 | New |
| Northern Trust Corp | 823,991 | $67.7M | 0.01% | +84,853+11.5% | Added |
| Spears Abacus Advisors LLC | 837,520 | $68.8M | 1.43% | +41,981+5.3% | Added |
| Ceredex Value Advisors LLC | 880,894 | $72.4M | 1.37% | −418,712−32.2% | Reduced |
| JPMorgan Chase & Co | 909,277 | $74.7M | 0.01% | −11,814−1.3% | Reduced |
| Prudential Financial Inc | 1,036,264 | $85.2M | 0.13% | −101,478−8.9% | Reduced |
| Bank of America Corp | 1,351,010 | $111.0M | 0.01% | −13,194−1.0% | Reduced |
| Voya Investment Management LLC | 1,535,255 | $126.2M | 0.12% | +624,935+68.7% | Added |
| FMR LLC | 1,577,569 | $129.7M | 0.01% | +41,064+2.7% | Added |
| Glendon Capital Management LP | 2,124,060 | $174.5M | 13.30% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,361,417 | $194.1M | 0.04% | −239,278−9.2% | Reduced |
| Geode Capital Management, LLC | 2,491,162 | $204.5M | 0.02% | +143,230+6.1% | Added |
| Invesco Ltd. | 2,543,373 | $209.0M | 0.04% | +678,898+36.4% | Added |
| Thrivent Financial for Lutherans | 2,589,410 | $212.8M | 0.43% | +15,475+0.6% | Added |
| Lord, Abbett & Co. LLC | 2,616,392 | $215.0M | 0.70% | +17,040+0.7% | Added |
| Dimensional Fund Advisors LP | 3,333,769 | $274.0M | 0.07% | +510,664+18.1% | Added |
| Kimmeridge Energy Management Company, LLC | 3,694,879 | $303.7M | 18.76% | +827,000+28.8% | Added |
| First Trust Advisors LP | 3,818,754 | $313.9M | 0.32% | +291,918+8.3% | Added |
| Massachusetts Financial Services Co | 4,119,498 | $338.6M | 0.10% | +292,586+7.6% | Added |
| State Street Corp | 5,043,441 | $414.5M | 0.02% | +1,096,048+27.8% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,870,884 | $564.7M | 9.73% | −113,200−1.6% | Reduced |
| Wellington Management Group LLP | 7,466,898 | $613.7M | 0.11% | +1,627,727+27.9% | Added |
| Price T Rowe Associates Inc | 10,038,103 | $825.0M | 0.10% | +978,459+10.8% | Added |
| T. Rowe Price Investment Management, Inc. | 11,400,614 | $937.0M | 0.59% | −1,412,208−11.0% | Reduced |
| BlackRock Inc. | 11,457,063 | $941.7M | 0.02% | +22,444+0.2% | Added |
| Blackstone Group Inc. | 12,686,999 | $1.04B | 4.63% | +9,600+0.1% | Added |
| Vanguard Group Inc | 12,688,921 | $1.04B | 0.02% | +85,197+0.7% | Added |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −593,623−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −306,990−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −298,799−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −263,703−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −221,090−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −198,415−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −195,727−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −173,400−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −151,284−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −147,268−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −132,001−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −97,300−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −63,619−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −60,036−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −58,686−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −57,804−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −56,339−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −56,268−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −55,812−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −55,186−100.0% | Sold out |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −53,924−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −46,690−100.0% | Sold out |
| GeoSphere Capital Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −41,747−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −39,024−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −30,456−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −25,328−100.0% | Sold out |
| American Assets Investment Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −23,944−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −21,466−100.0% | Sold out |