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 |
|---|---|---|---|---|---|
| Braun Stacey Associates Inc | 19,875 | $1.63M | 0.06% | 00.0% | Unchanged |
| Estate Counselors, LLC | 19,830 | $1.63M | 0.18% | −30−0.2% | Reduced |
| Schroder Investment Management Group | 19,500 | $1.60M | 0.00% | −1,537−7.3% | Reduced |
| Creative Planning | 19,352 | $1.59M | 0.00% | +857+4.6% | Added |
| IFM Investors Pty Ltd | 19,199 | $1.58M | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 18,590 | $1.53M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 17,914 | $1.47M | 0.02% | −1,025−5.4% | Reduced |
| Permanent Capital Management, LP | 12,224 | $1.43M | 0.30% | +12,224 | New |
| NYL Investors LLC | 17,058 | $1.40M | 0.10% | 00.0% | Unchanged |
| apricus wealth, LLC | 16,960 | $1.39M | 1.00% | +16,960 | New |
| Panagora Asset Management Inc | 16,902 | $1.39M | 0.01% | −22,572−57.2% | Reduced |
| Pacer Advisors, Inc. | 16,681 | $1.37M | 0.00% | −134−0.8% | Reduced |
| Thomist Capital Management, LP | 16,800 | $1.36M | 0.50% | 00.0% | Unchanged |
| National Bank of Canada | 16,603 | $1.36M | 0.00% | +60.0% | Added |
| Raymond James & Associates | 15,757 | $1.30M | 0.00% | −20,975−57.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,736 | $1.29M | 0.02% | −17,979−53.3% | Reduced |
| Glenorchy Capital Ltd | 15,494 | $1.27M | 0.94% | +4,414+39.8% | Added |
| Byrne Asset Management LLC | 15,282 | $1.26M | 0.90% | −239−1.5% | Reduced |
| Public Sector Pension Investment Board | 15,027 | $1.24M | 0.01% | −945−5.9% | Reduced |
| SpiderRock Advisors, LLC | 15,020 | $1.23M | 0.03% | +20+0.1% | Added |
| Barnett & Company, Inc. | 14,968 | $1.23M | 0.88% | −60−0.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,853 | $1.22M | 0.02% | +14,853 | New |
| Brinker Capital Investments, LLC | 14,374 | $1.18M | 0.01% | +1,392+10.7% | Added |
| Orion Portfolio Solutions, LLC | 14,374 | $1.18M | 0.01% | +1,392+10.7% | Added |
| Aft, Forsyth & Sober, LLC | 14,000 | $1.15M | 0.39% | +14,000 | New |
| Clear Harbor Asset Management, LLC | 13,895 | $1.14M | 0.10% | +180+1.3% | Added |
| Ostrum Asset Management | 13,835 | $1.14M | 0.10% | −1,075−7.2% | Reduced |
| NBC Securities, Inc. | 13,704 | $1.13M | 0.10% | +1,231+9.9% | Added |
| Hohimer Wealth Management, LLC | 13,675 | $1.12M | 0.26% | −148−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 13,043 | $1.07M | 0.00% | −40,836−75.8% | Reduced |
| Sanctuary Advisors, LLC | 11,630 | $1.07M | 0.01% | +11,630 | New |
| Nissay Asset Management Corp | 12,955 | $1.06M | 0.01% | +292+2.3% | Added |
| Gamco Investors, Inc. Et Al | 12,000 | $986.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,923 | $980.0K | 0.00% | −312−2.6% | Reduced |
| Central Trust Co | 11,826 | $972.0K | 0.02% | −3,554−23.1% | Reduced |
| Aurora Investment Counsel | 11,710 | $962.4K | 0.56% | −220−1.8% | Reduced |
| Intech Investment Management LLC | 11,168 | $917.9K | 0.01% | +6,782+154.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 10,840 | $890.9K | 0.44% | +836+8.4% | Added |
| Toroso Investments, LLC | 10,705 | $879.8K | 0.01% | −3,796−26.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 10,501 | $863.1K | 0.40% | +391+3.9% | Added |
| Acadian Asset Management LLC | 10,484 | $861.0K | 0.00% | +10,484 | New |
| Toronto Dominion Bank | 10,205 | $838.7K | 0.00% | +186+1.9% | Added |
| HighTower Advisors, LLC | 10,218 | $837.0K | 0.00% | +34+0.3% | Added |
| Davenport & Co LLC | 10,175 | $836.3K | 0.01% | −998−8.9% | Reduced |
| Federated Hermes, Inc. | 10,060 | $826.8K | 0.00% | −2,563−20.3% | Reduced |
| Maryland State Retirement & Pension System | 10,027 | $824.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10,000 | $821.9K | 0.15% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 9,600 | $789.0K | 0.01% | +2,301+31.5% | Added |
| Mariner, LLC | 9,499 | $780.7K | 0.00% | +1,885+24.8% | Added |
| Gulf International Bank (UK) Ltd | 9,333 | $767.0K | 0.02% | −400−4.1% | Reduced |
| First Eagle Investment Management, LLC | 9,093 | $747.4K | 0.00% | +1,600+21.4% | Added |
| Securian Asset Management, Inc | 8,884 | $730.2K | 0.02% | −256−2.8% | Reduced |
| Lazard Asset Management LLC | 8,754 | $719.0K | 0.00% | +68+0.8% | Added |
| Cloverfields Capital Group, LP | 8,484 | $697.3K | 0.24% | −942−10.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,371 | $688.0K | 0.01% | −20−0.2% | Reduced |
| Teza Capital Management LLC | 8,318 | $683.7K | 0.08% | −7,947−48.9% | Reduced |
| Mercer Global Advisors Inc | 8,146 | $669.6K | 0.00% | +1,922+30.9% | Added |
| Daiwa Securities Group Inc. | 7,813 | $642.0K | 0.00% | +400+5.4% | Added |
| MBB Public Markets I LLC | 7,786 | $639.9K | 0.01% | +7,786 | New |
| Spirit of America Management Corp | 7,750 | $637.0K | 0.13% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,580 | $623.3K | 0.00% | −238−3.0% | Reduced |
| Salem Investment Counselors Inc | 7,461 | $613.2K | 0.02% | −300−3.9% | Reduced |
| Confluence Investment Management LLC | 7,436 | $611.2K | 0.01% | +422+6.0% | Added |
| Merit Financial Group, LLC | 7,385 | $607.0K | 0.01% | +7,385 | New |
| Independent Advisor Alliance | 7,262 | $596.9K | 0.02% | −3,661−33.5% | Reduced |
| KBC Group NV | 7,063 | $581.0K | 0.00% | −165,421−95.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,050 | $579.0K | 0.30% | +5,003+244.4% | Added |
| Stephens Inc | 7,040 | $578.6K | 0.01% | +406+6.1% | Added |
| Private Advisor Group, LLC | 6,901 | $567.2K | 0.00% | −629−8.4% | Reduced |
| SevenBridge Financial Group, LLC | 7,920 | $560.1K | 0.12% | +1,145+16.9% | Added |
| Walleye Trading LLC | 6,766 | $556.1K | 0.01% | +6,766 | New |
| Sequent Asset Management, LLC | 6,727 | $552.9K | 0.28% | +6,727 | New |
| CI Private Wealth, LLC | 6,611 | $543.4K | 0.00% | +517+8.5% | Added |
| Advisory Services Network, LLC | 6,557 | $538.9K | 0.01% | −550−7.7% | Reduced |
| Nomura Holdings Inc | 6,552 | $538.5K | 0.00% | −25,448−79.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,409 | $527.0K | 0.01% | −478,405−98.7% | Reduced |
| DekaBank Deutsche Girozentrale | 6,366 | $520.0K | 0.00% | +292+4.8% | Added |
| Crossmark Global Holdings, Inc. | 6,310 | $519.0K | 0.01% | −942−13.0% | Reduced |
| Aristeia Capital LLC | 6,298 | $517.6K | 0.02% | +466+8.0% | Added |
| Nordea Investment Management AB | 6,222 | $514.9K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 6,126 | $503.5K | 0.30% | +6,126 | New |
| CIBC World Markets Corp | 5,995 | $492.7K | 0.00% | +1,443+31.7% | Added |
| Sciencast Management LP | 5,989 | $492.2K | 0.17% | −7,220−54.7% | Reduced |
| Pathstone Holdings, LLC | 5,881 | $483.4K | 0.00% | −170−2.8% | Reduced |
| X-Square Capital, LLC | 5,832 | $479.0K | 0.22% | −377−6.1% | Reduced |
| Wintrust Investments LLC | 5,730 | $471.0K | 0.04% | +290+5.3% | Added |
| nVerses Capital, LLC | 5,700 | $468.5K | 0.28% | +5,700 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,595 | $459.9K | 0.00% | −272,822−98.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,348 | $439.6K | 0.04% | −1,613−23.2% | Reduced |
| M&G Plc | 5,301 | $434.7K | 0.00% | −133,669−96.2% | Reduced |
| ProShare Advisors LLC | 5,253 | $431.7K | 0.00% | −170−3.1% | Reduced |
| Guidance Capital, Inc | 5,637 | $430.2K | 0.14% | −407−6.7% | Reduced |
| US Bancorp | 5,074 | $417.0K | 0.00% | +12+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,002 | $411.1K | 0.02% | −79−1.6% | Reduced |
| Entropy Technologies, LP | 4,881 | $401.2K | 0.04% | −2,527−34.1% | Reduced |
| Avantax Advisory Services, Inc. | 4,876 | $400.8K | 0.00% | +251+5.4% | Added |
| Kapitalo Investimentos Ltda | 4,834 | $397.3K | 0.12% | +4,834 | New |
| Oppenheimer Asset Management Inc. | 4,815 | $395.7K | 0.01% | +586+13.9% | Added |
| Wedbush Securities Inc | 4,654 | $382.0K | 0.01% | −3,257−41.2% | Reduced |
| Citizens National Bank Trust Department | 4,645 | $381.8K | 0.09% | +300+6.9% | Added |