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 |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 1,805 | $148.5K | 0.04% | +1,805 | New |
| Ci Investments Inc. | 1,986 | $163.0K | 0.00% | +461+30.2% | Added |
| Farther Finance Advisors, LLC | 2,006 | $165.0K | 0.01% | −157−7.3% | Reduced |
| Rakuten Investment Management, Inc. | 2,038 | $168.3K | 0.00% | +509+33.3% | Added |
| Northwest & Ethical Investments L.P. | 2,200 | $181.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,375 | $195.0K | 0.01% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,435 | $200.3K | 0.10% | +2,435 | New |
| Kovitz Investment Group Partners, LLC | 2,500 | $201.5K | 0.00% | +2,500 | New |
| Barnett & Company, Inc. | 2,468 | $203.0K | 0.13% | −12,500−83.5% | Reduced |
| MML Investors Services, LLC | 2,475 | $204.0K | 0.00% | +2,475 | New |
| ELCO Management Co., LLC | 2,500 | $205.6K | 0.11% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,500 | $206.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,566 | $211.1K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 2,566 | $211.1K | 0.00% | +2,566 | New |
| Blair William & Co | 2,649 | $217.9K | 0.00% | −100−3.6% | Reduced |
| Forum Financial Management, LP | 2,650 | $218.0K | 0.00% | +10.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,679 | $220.3K | 0.14% | +25+0.9% | Added |
| Terril Brothers, Inc. | 2,700 | $222.1K | 0.07% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,700 | $222.1K | 0.03% | +2,700 | New |
| IHT Wealth Management, LLC | 2,747 | $224.8K | 0.01% | +2,747 | New |
| Atria Wealth Solutions, Inc. | 2,800 | $230.3K | 0.00% | +2,800 | New |
| TD Waterhouse Canada Inc. | 2,834 | $231.6K | 0.00% | +2,834 | New |
| The PNC Financial Services Group, Inc. | 2,832 | $232.9K | 0.00% | −1,008−26.3% | Reduced |
| First Citizens Bank & Trust Co | 2,858 | $235.1K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 2,900 | $238.5K | 0.00% | +84+3.0% | Added |
| Toroso Investments, LLC | 2,911 | $239.4K | 0.00% | −7,794−72.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,992 | $246.1K | 0.00% | −153−4.9% | Reduced |
| UniSuper Management Pty Ltd | 3,000 | $246.8K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 3,073 | $252.8K | 0.00% | +340+12.4% | Added |
| Atria Investments LLC | 3,092 | $254.4K | 0.00% | −92−2.9% | Reduced |
| Prelude Capital Management, LLC | 3,102 | $255.1K | 0.02% | +3,102 | New |
| Applied Finance Capital Management, LLC | 3,107 | $255.6K | 0.01% | −459−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,108 | $255.7K | 0.00% | −4,472−59.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,199 | $263.2K | 0.00% | −130−3.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,239 | $266.4K | 0.02% | −11−0.3% | Reduced |
| King Luther Capital Management Corp | 3,250 | $267.3K | 0.00% | +3,250 | New |
| Hohimer Wealth Management, LLC | 3,315 | $272.7K | 0.06% | −10,360−75.8% | Reduced |
| Apollon Wealth Management, LLC | 3,316 | $272.7K | 0.01% | −124−3.6% | Reduced |
| Bryn Mawr Trust Co | 3,367 | $276.9K | 0.00% | +3,367 | New |
| Hardy Reed LLC | 3,479 | $286.1K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,309 | $286.6K | 0.00% | +548+19.8% | Added |
| Baldwin Investment Management, LLC | 3,615 | $297.3K | 0.04% | −135−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,641 | $299.5K | 0.01% | +2,264+164.4% | Added |
| Nwam LLC | 3,655 | $300.6K | 0.02% | +3,655 | New |
| Investment Management Corp of Ontario | 3,728 | $306.6K | 0.01% | +1,200+47.5% | Added |
| CIBC Asset Management Inc | 3,794 | $312.1K | 0.00% | +125+3.4% | Added |
| Swiss Life Asset Management Ltd | 3,863 | $317.4K | 0.00% | +535+16.1% | Added |
| Omers Administration Corp | 3,864 | $317.8K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,914 | $318.8K | 0.00% | −12−0.3% | Reduced |
| Lazard Asset Management LLC | 3,933 | $323.0K | 0.00% | −4,821−55.1% | Reduced |
| Cetera Investment Advisers | 3,963 | $325.9K | 0.00% | +227+6.1% | Added |
| Thompson Siegel & Walmsley LLC | 4,022 | $331.0K | 0.00% | −2,387−37.2% | Reduced |
| Citizens National Bank Trust Department | 4,050 | $333.1K | 0.07% | −595−12.8% | Reduced |
| BTG Pactual Asset Management US LLC | 4,213 | $346.5K | 0.05% | +4,213 | New |
| Beacon Pointe Advisors, LLC | 4,293 | $353.1K | 0.00% | +4,293 | New |
| Asahi Life Asset Management Co., Ltd. | 4,330 | $356.1K | 0.22% | +4,330 | New |
| Ronald Blue Trust, Inc. | 4,357 | $358.1K | 0.00% | +3,680+543.6% | Added |
| Ossiam | 4,357 | $358.4K | 0.01% | +4,324+13,103.0% | Added |
| QRG Capital Management, Inc. | 4,402 | $362.1K | 0.00% | −5,198−54.1% | Reduced |
| Shelton Capital Management | 4,404 | $362.2K | 0.01% | −238−5.1% | Reduced |
| Raymond James Trust N.A. | 4,412 | $362.9K | 0.01% | +1,801+69.0% | Added |
| Wedbush Securities Inc | 4,532 | $373.0K | 0.01% | −122−2.6% | Reduced |
| M&T Bank Corp | 4,547 | $374.4K | 0.00% | +217+5.0% | Added |
| Cerity Partners LLC | 4,667 | $383.8K | 0.00% | +1,193+34.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,680 | $385.0K | 0.01% | +4,680 | New |
| CWA Asset Management Group, LLC | 4,710 | $387.4K | 0.02% | +4,710 | New |
| ProShare Advisors LLC | 4,869 | $400.5K | 0.00% | −384−7.3% | Reduced |
| US Bancorp | 4,987 | $410.2K | 0.00% | −87−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,000 | $411.3K | 0.02% | −20.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,119 | $421.0K | 0.00% | +713+16.2% | Added |
| Hardin Capital Partners, LLC | 4,939 | $424.8K | 0.24% | +4,939 | New |
| Pathstone Holdings, LLC | 5,218 | $429.2K | 0.00% | −663−11.3% | Reduced |
| Profund Advisors LLC | 5,232 | $430.3K | 0.02% | +2,345+81.2% | Added |
| M&G Plc | 5,301 | $434.7K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,369 | $441.6K | 0.01% | +1,799+50.4% | Added |
| Wedmont Private Capital | 5,171 | $441.8K | 0.03% | +993+23.8% | Added |
| Guidance Capital, Inc | 5,298 | $459.1K | 0.14% | −339−6.0% | Reduced |
| Nomura Holdings Inc | 5,697 | $468.6K | 0.00% | −855−13.0% | Reduced |
| DekaBank Deutsche Girozentrale | 6,122 | $498.0K | 0.00% | −244−3.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,281 | $516.0K | 0.20% | +6,281 | New |
| Nordea Investment Management AB | 6,222 | $518.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,557 | $538.9K | 0.01% | 00.0% | Unchanged |
| X-Square Capital, LLC | 6,560 | $540.0K | 0.24% | +728+12.5% | Added |
| Hazlett, Burt & Watson, Inc. | 6,610 | $543.0K | 0.25% | −440−6.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,657 | $547.5K | 0.02% | +2,261+51.4% | Added |
| ISAM Funds (UK) Ltd | 6,800 | $559.3K | 0.32% | +6,800 | New |
| Private Advisor Group, LLC | 6,950 | $571.7K | 0.00% | +49+0.7% | Added |
| KBC Group NV | 7,063 | $581.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 7,100 | $584.0K | 0.27% | +1,400+24.6% | Added |
| Independent Advisor Alliance | 7,463 | $613.8K | 0.02% | +201+2.8% | Added |
| Maryland State Retirement & Pension System | 7,502 | $617.0K | 0.01% | −2,525−25.2% | Reduced |
| Mariner, LLC | 7,529 | $619.3K | 0.00% | −1,970−20.7% | Reduced |
| Spirit of America Management Corp | 7,750 | $637.4K | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 7,776 | $639.6K | 0.01% | +736+10.5% | Added |
| Crossmark Global Holdings, Inc. | 8,013 | $659.0K | 0.01% | +1,703+27.0% | Added |
| Confluence Investment Management LLC | 8,161 | $671.2K | 0.01% | +725+9.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,217 | $675.8K | 0.01% | −154−1.8% | Reduced |
| Salem Investment Counselors Inc | 8,281 | $681.1K | 0.02% | +820+11.0% | Added |
| Central Trust Co | 8,326 | $684.8K | 0.02% | −3,500−29.6% | Reduced |
| CWM Advisors, LLC | 8,408 | $691.6K | 0.07% | +5,191+161.4% | Added |