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, Q3 2024
Institutional positions in Expand Energy Corp as of Sep 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
- 467
- 0 vs. Q2 2024
- Shares held
- 156.2M
- +23.7M (+17.9%) vs. Q2 2024
- Total value
- $12.9B
- +$1.97B (+18.1%) vs. Q2 2024
- New holders
- 72
- 178 more added
- Sold out
- 72
- 151 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 14,203,038 | $1.17B | 0.13% | +4,164,935+41.5% | Added |
| Vanguard Group Inc | 12,786,763 | $1.05B | 0.02% | +97,842+0.8% | Added |
| Blackstone Group Inc. | 12,686,999 | $1.04B | 4.74% | 00.0% | Unchanged |
| BlackRock, Inc. | 12,586,992 | $1.04B | 0.02% | +12,586,992 | New |
| T. Rowe Price Investment Management, Inc. | 10,233,240 | $841.7M | 0.51% | −1,167,374−10.2% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,870,884 | $565.1M | 9.42% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,459,065 | $449.0M | 0.08% | −2,007,833−26.9% | Reduced |
| State Street Corp | 5,288,084 | $434.9M | 0.02% | +244,643+4.9% | Added |
| Kimmeridge Energy Management Company, LLC | 4,652,779 | $382.7M | 24.37% | +957,900+25.9% | Added |
| First Trust Advisors LP | 4,365,098 | $359.0M | 0.34% | +546,344+14.3% | Added |
| 1832 Asset Management L.P. | 4,005,231 | $329.4M | 0.55% | +3,317,277+482.2% | Added |
| Massachusetts Financial Services Co | 3,744,167 | $308.0M | 0.09% | −375,331−9.1% | Reduced |
| Dimensional Fund Advisors LP | 3,322,265 | $273.3M | 0.07% | −11,504−0.3% | Reduced |
| Thrivent Financial for Lutherans | 2,838,613 | $233.5M | 0.44% | +249,203+9.6% | Added |
| Geode Capital Management, LLC | 2,521,739 | $207.6M | 0.02% | +30,577+1.2% | Added |
| Bank of New York Mellon Corp | 2,445,761 | $201.2M | 0.04% | +84,344+3.6% | Added |
| Glendon Capital Management LP | 2,124,060 | $174.6M | 10.68% | 00.0% | Unchanged |
| Invesco Ltd. | 2,046,399 | $168.3M | 0.03% | −496,974−19.5% | Reduced |
| Voya Investment Management LLC | 1,811,889 | $148.9M | 0.15% | +276,634+18.0% | Added |
| Capital Research Global Investors | 1,803,000 | $148.3M | 0.03% | +1,803,000 | New |
| Asia Research & Capital Management Ltd | 1,758,117 | $144.6M | 66.58% | +1,517,617+631.0% | Added |
| Lord, Abbett & Co. LLC | 1,715,430 | $141.1M | 0.45% | −900,962−34.4% | Reduced |
| Citadel Advisors LLC | 1,600,269 | $131.6M | 0.14% | +1,384,446+641.5% | Added |
| FMR LLC | 1,592,003 | $130.9M | 0.01% | +14,434+0.9% | Added |
| Ameriprise Financial Inc | 1,286,097 | $105.8M | 0.03% | +967,227+303.3% | Added |
| Ceredex Value Advisors LLC | 1,174,010 | $96.6M | 1.88% | +293,116+33.3% | Added |
| JPMorgan Chase & Co | 1,074,056 | $88.3M | 0.01% | +164,779+18.1% | Added |
| Prudential Financial Inc | 1,028,866 | $84.6M | 0.12% | −7,398−0.7% | Reduced |
| Bank of America Corp | 1,011,541 | $83.2M | 0.01% | −339,469−25.1% | Reduced |
| Charles Schwab Investment Management Inc | 881,297 | $72.5M | 0.01% | +172,710+24.4% | Added |
| Northern Trust Corp | 828,641 | $68.2M | 0.01% | +4,650+0.6% | Added |
| Morgan Stanley | 713,710 | $58.7M | 0.00% | +30,367+4.4% | Added |
| Capital World Investors | 693,811 | $57.1M | 0.01% | −74,200−9.7% | Reduced |
| Spears Abacus Advisors LLC | 689,193 | $56.7M | 1.12% | −148,327−17.7% | Reduced |
| Waratah Capital Advisors Ltd. | 663,258 | $54.6M | 3.25% | +267,078+67.4% | Added |
| Janus Henderson Group PLC | 614,102 | $50.5M | 0.03% | +4,600+0.8% | Added |
| Balyasny Asset Management LLC | 592,189 | $48.7M | 0.13% | +592,189 | New |
| Deprince Race & Zollo Inc | 551,185 | $45.3M | 0.87% | +111,312+25.3% | Added |
| Legal & General Group Plc | 526,664 | $43.3M | 0.01% | +119,264+29.3% | Added |
| Amundi | 464,758 | $40.0M | 0.01% | +3,864+0.8% | Added |
| Principal Financial Group Inc | 479,412 | $39.4M | 0.02% | +43,397+10.0% | Added |
| Macquarie Group Ltd | 467,244 | $38.4M | 0.04% | −71,146−13.2% | Reduced |
| UBS Asset Management Americas Inc | 457,076 | $37.6M | 0.01% | +59,149+14.9% | Added |
| Clearbridge Investments, LLC | 439,558 | $36.2M | 0.03% | −34,901−7.4% | Reduced |
| Schwartz Investment Counsel Inc | 382,720 | $31.5M | 1.12% | +79,520+26.2% | Added |
| Swiss National Bank | 380,400 | $31.3M | 0.02% | +51,200+15.6% | Added |
| CBOE Vest Financial, LLC | 361,746 | $29.8M | 0.57% | +83,432+30.0% | Added |
| Ibex Wealth Advisors | 167,846 | $29.0M | 9.31% | +166,505+12,416.5% | Added |
| Hartree Partners, LP | 346,096 | $28.5M | 8.18% | +29,066+9.2% | Added |
| Two Sigma Investments, LP | 340,479 | $28.0M | 0.06% | −189,198−35.7% | Reduced |
| Sourcerock Group LLC | 335,057 | $27.6M | 2.23% | +335,057 | New |
| Levin Capital Strategies, L.P. | 325,822 | $26.8M | 2.59% | +233,914+254.5% | Added |
| Worldquant Millennium Advisors LLC | 320,969 | $26.4M | 0.19% | +101,931+46.5% | Added |
| Goldman Sachs Group Inc | 319,245 | $26.3M | 0.01% | −182,159−36.3% | Reduced |
| Wedge Capital Management L L P | 318,358 | $26.2M | 0.45% | +34,095+12.0% | Added |
| Retirement Systems of Alabama | 305,948 | $25.2M | 0.09% | −1,935−0.6% | Reduced |
| Encompass Capital Advisors LLC | 299,372 | $24.6M | 1.20% | +299,372 | New |
| CIBC Private Wealth Group, LLC | 295,521 | $24.3M | 0.04% | +73,000+32.8% | Added |
| Verition Fund Management LLC | 293,932 | $24.2M | 0.16% | +271,243+1,195.5% | Added |
| Sagefield Capital LP | 287,954 | $23.7M | 2.57% | +72,777+33.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 279,578 | $23.0M | 0.11% | +254,811+1,028.8% | Added |
| TD Asset Management Inc | 273,400 | $22.6M | 0.02% | −1000.0% | Reduced |
| Neuberger Berman Group LLC | 273,750 | $22.5M | 0.02% | −262,872−49.0% | Reduced |
| Nuveen Asset Management, LLC | 271,763 | $22.4M | 0.01% | −723−0.3% | Reduced |
| Sasco Capital Inc | 262,210 | $21.6M | 3.23% | +13,170+5.3% | Added |
| California Public Employees Retirement System | 248,084 | $20.4M | 0.01% | +28,632+13.0% | Added |
| Chartwell Investment Partners, LLC | 245,916 | $20.2M | 0.69% | +102,567+71.6% | Added |
| Barclays PLC | 240,696 | $19.8M | 0.01% | −538,690−69.1% | Reduced |
| Patient Capital Management, LLC | 236,684 | $19.5M | 0.96% | −6,553−2.7% | Reduced |
| Slate Path Capital LP | 230,379 | $18.9M | 0.32% | +230,379 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 204,895 | $16.9M | 0.01% | +2,752+1.4% | Added |
| Van Eck Associates Corp | 201,920 | $16.8M | 0.02% | −4,700−2.3% | Reduced |
| UBS Group AG | 203,394 | $16.7M | 0.00% | −104,543−33.9% | Reduced |
| Jennison Associates LLC | 197,712 | $16.3M | 0.01% | −2,003−1.0% | Reduced |
| ING Groep NV | 196,184 | $16.1M | 0.09% | +196,184 | New |
| Deutsche Bank AG | 190,546 | $15.7M | 0.01% | +48,657+34.3% | Added |
| California State Teachers Retirement System | 166,948 | $13.7M | 0.02% | +19,362+13.1% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 165,000 | $13.6M | 0.20% | −23,000−12.2% | Reduced |
| Kempen Capital Management N.V. | 164,435 | $13.5M | 0.14% | −8,746−5.1% | Reduced |
| American Century Companies Inc | 161,064 | $13.2M | 0.01% | −3,787−2.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 159,287 | $13.1M | 0.03% | −14,119−8.1% | Reduced |
| Alliancebernstein L.P. | 158,090 | $13.0M | 0.00% | −33,201−17.4% | Reduced |
| Allianz Asset Management GmbH | 156,589 | $12.9M | 0.02% | +1,500+1.0% | Added |
| Invenomic Capital Management LP | 154,893 | $12.7M | 0.70% | −7,701−4.7% | Reduced |
| Clough Capital Partners L P | 148,524 | $12.2M | 1.25% | +2,371+1.6% | Added |
| State of Wisconsin Investment Board | 146,576 | $12.1M | 0.03% | +53,127+56.9% | Added |
| Danske Bank A/S | 141,208 | $11.6M | 0.04% | +9,300+7.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 139,232 | $11.5M | 0.01% | +64,442+86.2% | Added |
| Susquehanna International Group, LLP | 136,450 | $11.2M | 0.02% | −352,274−72.1% | Reduced |
| LSP Investment Advisors, LLC | 133,687 | $11.0M | 5.92% | +73,513+122.2% | Added |
| Corebridge Financial, Inc. | 132,099 | $10.9M | 0.06% | −8,948−6.3% | Reduced |
| Citigroup Inc | 128,427 | $10.6M | 0.01% | −6,014−4.5% | Reduced |
| Canoe Financial LP | 127,100 | $10.5M | 0.25% | +127,100 | New |
| Janney Capital Management LLC | 127,092 | $10.5M | 0.71% | +127,092 | New |
| Royal Bank of Canada | 126,710 | $10.4M | 0.00% | +3,672+3.0% | Added |
| Victory Capital Management Inc | 125,846 | $10.4M | 0.01% | −16,035−11.3% | Reduced |
| Manufacturers Life Insurance Company, The | 121,034 | $9.96M | 0.01% | +24,505+25.4% | Added |
| State Board of Administration of Florida Retirement System | 114,481 | $9.42M | 0.02% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 113,352 | $9.32M | 0.08% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 112,801 | $9.28M | 0.01% | −61,322−35.2% | Reduced |