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 |
|---|---|---|---|---|---|
| Alta Fundamental Advisers LLC | 100,740 | $8.28M | 3.61% | −113,200−52.9% | Reduced |
| Long Focus Capital Management, LLC | 100,300 | $8.24M | 0.85% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 97,756 | $8.03M | 0.10% | +14,533+17.5% | Added |
| Manufacturers Life Insurance Company, The | 96,529 | $7.93M | 0.01% | −3,813−3.8% | Reduced |
| Bandera Partners LLC | 95,000 | $7.81M | 2.83% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 94,929 | $7.80M | 0.03% | +17,690+22.9% | Added |
| State of Wisconsin Investment Board | 93,449 | $7.68M | 0.02% | +13,592+17.0% | Added |
| Levin Capital Strategies, L.P. | 91,908 | $7.55M | 0.80% | −12,252−11.8% | Reduced |
| Easterly Investment Partners LLC | 88,285 | $7.26M | 0.64% | +39,959+82.7% | Added |
| BancorpSouth Bank | 87,069 | $7.16M | 0.54% | −30,442−25.9% | Reduced |
| Picton Mahoney Asset Management | 85,934 | $7.06M | 0.30% | +55,634+183.6% | Added |
| New York State Common Retirement Fund | 84,553 | $6.95M | 0.01% | +16,553+24.3% | Added |
| Teachers Retirement System of the State of Kentucky | 84,493 | $6.95M | 0.06% | +48,348+133.8% | Added |
| New York State Teachers Retirement System | 83,689 | $6.88M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 82,077 | $6.75M | 0.01% | +4,782+6.2% | Added |
| Rafferty Asset Management, LLC | 77,274 | $6.35M | 0.02% | +77,274 | New |
| Comerica Bank | 77,020 | $6.33M | 0.03% | −2,425−3.1% | Reduced |
| OnyxPoint Global Management LP | 76,275 | $6.27M | 3.41% | +3,700+5.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74,790 | $6.15M | 0.01% | +11,044+17.3% | Added |
| Amalgamated Bank | 73,308 | $6.03M | 0.05% | −5,228−6.7% | Reduced |
| Mutual of America Capital Management LLC | 71,592 | $5.88M | 0.06% | −2,465−3.3% | Reduced |
| HITE Hedge Asset Management LLC | 70,615 | $5.80M | 0.57% | +70,615 | New |
| South Dakota Investment Council | 64,216 | $5.28M | 0.11% | +26,824+71.7% | Added |
| Jump Financial, LLC | 62,522 | $5.14M | 0.10% | +49,188+368.9% | Added |
| Public Employees Retirement System of Ohio | 62,462 | $5.13M | 0.02% | +9,738+18.5% | Added |
| Empowered Funds, LLC | 61,781 | $5.08M | 0.09% | +30,679+98.6% | Added |
| Nicholas Investment Partners, LP | 61,500 | $5.05M | 0.52% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 60,174 | $4.95M | 2.81% | +60,174 | New |
| Quantbot Technologies LP | 59,288 | $4.87M | 0.24% | +47,963+423.5% | Added |
| MetLife Investment Management | 59,012 | $4.85M | 0.03% | −2,311−3.8% | Reduced |
| Man Group plc | 58,089 | $4.77M | 0.01% | +28,862+98.8% | Added |
| State of Tennessee, Treasury Department | 57,404 | $4.72M | 0.02% | −12,000−17.3% | Reduced |
| Bank of Montreal | 51,134 | $4.61M | 0.00% | −3,433−6.3% | Reduced |
| Two Sigma Advisers, LP | 56,009 | $4.60M | 0.01% | −90,777−61.8% | Reduced |
| Adams Natural Resources Fund, Inc. | 55,500 | $4.56M | 0.67% | +15,300+38.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 54,570 | $4.49M | 0.01% | −10,819−16.5% | Reduced |
| Franklin Resources Inc | 52,913 | $4.35M | 0.00% | +8,972+20.4% | Added |
| Polar Asset Management Partners Inc. | 52,020 | $4.28M | 0.11% | +52,020 | New |
| Pinnacle Associates Ltd | 51,550 | $4.24M | 0.07% | −430−0.8% | Reduced |
| West Family Investments, Inc. | 50,000 | $4.11M | 1.23% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 47,666 | $3.92M | 0.04% | −3,534−6.9% | Reduced |
| Manning & Napier Advisors LLC | 47,419 | $3.90M | 0.04% | +47,419 | New |
| Korea Investment CORP | 46,484 | $3.82M | 0.01% | +3,379+7.8% | Added |
| Alden Global Capital LLC | 45,987 | $3.78M | 3.13% | +21,813+90.2% | Added |
| Hara Capital LLC | 44,682 | $3.67M | 2.35% | −4,890−9.9% | Reduced |
| LPL Financial LLC | 44,277 | $3.64M | 0.00% | +9,537+27.5% | Added |
| Envestnet Asset Management Inc | 43,941 | $3.61M | 0.00% | +5,636+14.7% | Added |
| Brandes Investment Partners, LP | 43,434 | $3.57M | 0.04% | −144,560−76.9% | Reduced |
| RR Advisors, LLC | 42,000 | $3.41M | 0.92% | +42,000 | New |
| Brandywine Global Investment Management, LLC | 41,179 | $3.38M | 0.03% | +26,824+186.9% | Added |
| Ancora Advisors, LLC | 40,410 | $3.32M | 0.08% | −43,710−52.0% | Reduced |
| SEI Investments Co | 40,224 | $3.31M | 0.00% | −15,578−27.9% | Reduced |
| Asset Management One Co.,Ltd. | 40,020 | $3.29M | 0.01% | +899+2.3% | Added |
| Lonestar Capital Management LLC | 40,000 | $3.29M | 3.66% | +40,000 | New |
| State of New Jersey Common Pension Fund D | 39,184 | $3.22M | 0.01% | −18,759−32.4% | Reduced |
| Delphi Financial Group, Inc. | 36,720 | $3.02M | 1.70% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,688 | $3.02M | 0.01% | +14,704+66.9% | Added |
| Pictet Asset Management Holding SA | 36,173 | $2.97M | 0.00% | −5,151−12.5% | Reduced |
| Advisors Asset Management, Inc. | 36,058 | $2.96M | 0.06% | −24,732−40.7% | Reduced |
| Ameritas Investment Partners, Inc. | 35,393 | $2.91M | 0.10% | −906−2.5% | Reduced |
| Pacific Global Investment Management CO | 35,380 | $2.91M | 0.55% | −136−0.4% | Reduced |
| Prospera Financial Services Inc | 34,999 | $2.88M | 0.08% | −13,917−28.5% | Reduced |
| Wolverine Trading, LLC | 33,816 | $2.78M | 0.05% | +33,816 | New |
| Resona Asset Management Co.,Ltd. | 33,347 | $2.74M | 0.02% | −2,509−7.0% | Reduced |
| Axq Capital, LP | 32,399 | $2.66M | 0.62% | +26,299+431.1% | Added |
| Nomura Asset Management Co Ltd | 32,268 | $2.65M | 0.01% | +3,300+11.4% | Added |
| State of Michigan Retirement System | 31,600 | $2.60M | 0.01% | −600−1.9% | Reduced |
| Louisiana State Employees Retirement System | 31,500 | $2.59M | 0.05% | −500−1.6% | Reduced |
| Ontario Teachers Pension Plan Board | 31,344 | $2.58M | 0.03% | +4,200+15.5% | Added |
| Arizona State Retirement System | 30,540 | $2.51M | 0.02% | −39−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 30,270 | $2.49M | 0.55% | +673+2.3% | Added |
| Keeley-Teton Advisors, LLC | 30,239 | $2.49M | 0.32% | −101−0.3% | Reduced |
| First Dallas Securities Inc. | 29,969 | $2.46M | 1.08% | +457+1.5% | Added |
| Integrated Wealth Concepts LLC | 29,460 | $2.42M | 0.03% | +2,616+9.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,229 | $2.40M | 0.01% | +25,600+705.4% | Added |
| Squarepoint Ops LLC | 26,586 | $2.19M | 0.01% | −9,903−27.1% | Reduced |
| Storebrand Asset Management AS | 26,489 | $2.18M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,230 | $2.07M | 0.05% | −39,000−60.7% | Reduced |
| Penn Capital Management Co Inc | 24,700 | $2.06M | 0.20% | −497−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,861 | $2.04M | 0.05% | +63+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,767 | $2.04M | 0.01% | +69+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,689 | $2.03M | 0.01% | +96+0.4% | Added |
| Romano Brothers and Company | 24,550 | $2.02M | 0.28% | −2,000−7.5% | Reduced |
| STRS Ohio | 24,488 | $2.01M | 0.01% | +5,652+30.0% | Added |
| PEAK6 Investments LLC | 24,312 | $2.00M | 0.09% | +24,312 | New |
| Commonwealth Equity Services, LLC | 23,919 | $1.97M | 0.00% | −4,947−17.1% | Reduced |
| Walleye Capital LLC | 23,557 | $1.94M | 0.02% | −10,248−30.3% | Reduced |
| Concorde Financial Corp | 23,279 | $1.91M | 1.26% | +23,279 | New |
| Oregon Public Employees Retirement Fund | 23,115 | $1.90M | 0.04% | −4,385−15.9% | Reduced |
| Guggenheim Capital LLC | 23,034 | $1.89M | 0.01% | +7,828+51.5% | Added |
| Verition Fund Management LLC | 22,689 | $1.86M | 0.01% | +16,594+272.3% | Added |
| Tocqueville Asset Management L.P. | 22,315 | $1.83M | 0.03% | +100+0.5% | Added |
| New Mexico Educational Retirement Board | 21,800 | $1.79M | 0.06% | 00.0% | Unchanged |
| Utah Retirement Systems | 21,800 | $1.79M | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 21,307 | $1.75M | 0.01% | +7,982+59.9% | Added |
| Cresset Asset Management, LLC | 20,701 | $1.70M | 0.01% | +2,257+12.2% | Added |
| DnB Asset Management AS | 20,666 | $1.70M | 0.01% | +1,544+8.1% | Added |
| Vident Advisory, LLC | 20,634 | $1.70M | 0.05% | −155,387−88.3% | Reduced |
| Huber Capital Management LLC | 20,014 | $1.64M | 0.37% | −1,400−6.5% | Reduced |
| Wealth High Governance Capital Ltda | 20,000 | $1.64M | 0.41% | +20,000 | New |