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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 8,413 | $692.0K | 0.00% | +600+7.7% | Added |
| Mercer Global Advisors Inc | 8,703 | $709.0K | 0.00% | +557+6.8% | Added |
| Securian Asset Management, Inc | 8,676 | $713.6K | 0.02% | −208−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 8,749 | $719.6K | 0.00% | +8,749 | New |
| Gulf International Bank (UK) Ltd | 9,018 | $741.0K | 0.02% | −315−3.4% | Reduced |
| SevenBridge Financial Group, LLC | 7,770 | $743.9K | 0.14% | −150−1.9% | Reduced |
| Jefferies Financial Group Inc. | 9,073 | $746.3K | 0.01% | +6,441+244.7% | Added |
| Federated Hermes, Inc. | 9,366 | $770.4K | 0.00% | −694−6.9% | Reduced |
| Ausbil Investment Management Ltd | 9,500 | $781.4K | 0.27% | +9,500 | New |
| Avantax Advisory Services, Inc. | 9,712 | $798.8K | 0.01% | +4,836+99.2% | Added |
| Sequent Asset Management, LLC | 9,934 | $817.1K | 0.40% | +3,207+47.7% | Added |
| Davenport & Co LLC | 10,078 | $828.9K | 0.00% | −97−1.0% | Reduced |
| CVA Family Office, LLC | 10,082 | $829.2K | 0.13% | +82+0.8% | Added |
| Caxton Associates LP | 10,176 | $837.0K | 0.04% | +10,176 | New |
| Franklin Resources Inc | 9,673 | $837.9K | 0.00% | −43,240−81.7% | Reduced |
| First Eagle Investment Management, LLC | 10,193 | $838.4K | 0.00% | +1,100+12.1% | Added |
| Exchange Traded Concepts, LLC | 10,514 | $864.8K | 0.02% | +10,320+5,319.6% | Added |
| Intech Investment Management LLC | 10,683 | $878.7K | 0.01% | −485−4.3% | Reduced |
| Uhlmann Price Securities, LLC | 10,812 | $889.3K | 0.71% | +10,812 | New |
| HighTower Advisors, LLC | 11,471 | $948.0K | 0.00% | +1,253+12.3% | Added |
| Aurora Investment Counsel | 11,710 | $963.1K | 0.52% | 00.0% | Unchanged |
| LMR Partners LLP | 11,868 | $976.1K | 0.02% | +11,868 | New |
| Public Employees Retirement Association of Colorado | 11,923 | $981.0K | 0.00% | 00.0% | Unchanged |
| Alden Global Capital LLC | 12,107 | $995.8K | 1.07% | −33,880−73.7% | Reduced |
| Hiddenite Capital Partners LP | 12,500 | $1.03M | 1.06% | +12,500 | New |
| Advisors Asset Management, Inc. | 12,679 | $1.04M | 0.02% | −23,379−64.8% | Reduced |
| CIBC World Markets Corp | 12,887 | $1.06M | 0.01% | +6,892+115.0% | Added |
| Gilder Gagnon Howe & Co LLC | 12,968 | $1.07M | 0.01% | −2,768−17.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 13,043 | $1.07M | 0.00% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 13,213 | $1.09M | 0.48% | +2,373+21.9% | Added |
| Nissay Asset Management Corp | 13,360 | $1.10M | 0.01% | +405+3.1% | Added |
| Braun Stacey Associates Inc | 13,875 | $1.14M | 0.04% | −6,000−30.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,000 | $1.15M | 0.38% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 14,380 | $1.18M | 0.10% | +485+3.5% | Added |
| Janney Montgomery Scott LLC | 14,569 | $1.20M | 0.00% | +14,569 | New |
| NBC Securities, Inc. | 14,776 | $1.22M | 0.10% | +1,072+7.8% | Added |
| Byrne Asset Management LLC | 15,224 | $1.25M | 0.85% | −58−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 15,507 | $1.27M | 0.00% | −8,412−35.2% | Reduced |
| Sanctuary Advisors, LLC | 13,206 | $1.31M | 0.01% | +1,576+13.6% | Added |
| SpiderRock Advisors, LLC | 16,056 | $1.32M | 0.03% | +1,036+6.9% | Added |
| Pacer Advisors, Inc. | 16,308 | $1.34M | 0.00% | −373−2.2% | Reduced |
| AQR Capital Management LLC | 16,356 | $1.35M | 0.00% | −102,662−86.3% | Reduced |
| Weiss Asset Management LP | 16,647 | $1.37M | 0.03% | +16,647 | New |
| Panagora Asset Management Inc | 16,902 | $1.39M | 0.01% | 00.0% | Unchanged |
| NYL Investors LLC | 17,058 | $1.40M | 0.09% | 00.0% | Unchanged |
| Teza Capital Management LLC | 17,103 | $1.41M | 0.15% | +8,785+105.6% | Added |
| Pinebridge Investments, L.P. | 17,318 | $1.42M | 0.01% | +17,318 | New |
| Schroder Investment Management Group | 17,576 | $1.45M | 0.00% | −1,924−9.9% | Reduced |
| PEAK6 Investments LLC | 17,896 | $1.47M | 0.07% | −6,416−26.4% | Reduced |
| Simplex Trading, LLC | 18,233 | $1.50M | 0.05% | +18,233 | New |
| DC Investments Management, LLC | 18,706 | $1.54M | 1.08% | +18,706 | New |
| Murphy Pohlad Asset Management LLC | 18,810 | $1.55M | 0.64% | +18,810 | New |
| State of Alaska, Department of Revenue | 19,465 | $1.60M | 0.02% | +875+4.7% | Added |
| Estate Counselors, LLC | 19,830 | $1.63M | 0.17% | 00.0% | Unchanged |
| DnB Asset Management AS | 19,846 | $1.63M | 0.01% | −820−4.0% | Reduced |
| Brinker Capital Investments, LLC | 19,902 | $1.64M | 0.02% | +5,528+38.5% | Added |
| Orion Portfolio Solutions, LLC | 19,902 | $1.64M | 0.02% | +5,528+38.5% | Added |
| Boothbay Fund Management, LLC | 20,304 | $1.67M | 0.05% | +20,304 | New |
| Guggenheim Capital LLC | 20,498 | $1.69M | 0.01% | −2,536−11.0% | Reduced |
| Vident Advisory, LLC | 21,292 | $1.75M | 0.04% | +658+3.2% | Added |
| Huber Capital Management LLC | 21,314 | $1.75M | 0.35% | +1,300+6.5% | Added |
| Cloverfields Capital Group, LP | 21,513 | $1.77M | 0.57% | +13,029+153.6% | Added |
| Creative Planning | 21,724 | $1.79M | 0.00% | +2,372+12.3% | Added |
| New Mexico Educational Retirement Board | 21,800 | $1.79M | 0.06% | 00.0% | Unchanged |
| Utah Retirement Systems | 22,000 | $1.81M | 0.02% | +200+0.9% | Added |
| Cresset Asset Management, LLC | 22,190 | $1.83M | 0.01% | +1,489+7.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,709 | $1.87M | 0.01% | −13,979−38.1% | Reduced |
| Penn Capital Management Co Inc | 22,926 | $1.91M | 0.18% | −1,774−7.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,597 | $2.02M | 0.01% | −92−0.4% | Reduced |
| First Dallas Securities Inc. | 24,702 | $2.03M | 0.85% | −5,267−17.6% | Reduced |
| Oregon Public Employees Retirement Fund | 24,735 | $2.03M | 0.04% | +1,620+7.0% | Added |
| Xponance, Inc. | 24,760 | $2.04M | 0.02% | +6,846+38.2% | Added |
| Bridgeway Capital Management, LLC | 25,230 | $2.08M | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 25,349 | $2.08M | 0.15% | +25,349 | New |
| Millennium Management LLC | 25,380 | $2.09M | 0.00% | −797,265−96.9% | Reduced |
| Toronto Dominion Bank | 25,438 | $2.09M | 0.00% | +15,233+149.3% | Added |
| Ostrum Asset Management | 25,685 | $2.11M | 0.17% | +11,850+85.7% | Added |
| SEI Investments Co | 25,778 | $2.12M | 0.00% | −14,446−35.9% | Reduced |
| Brevan Howard Capital Management LP | 25,925 | $2.13M | 0.10% | +25,925 | New |
| Crestline Management, LP | 26,252 | $2.16M | 0.12% | +26,252 | New |
| Public Sector Pension Investment Board | 26,650 | $2.19M | 0.01% | +11,623+77.3% | Added |
| Storebrand Asset Management AS | 26,747 | $2.20M | 0.01% | +258+1.0% | Added |
| Glenorchy Capital Ltd | 26,918 | $2.21M | 1.66% | +11,424+73.7% | Added |
| GeoSphere Capital Management, LLC | 27,000 | $2.22M | 1.84% | +27,000 | New |
| Wealth Enhancement Advisory Services, LLC | 28,817 | $2.37M | 0.01% | −412−1.4% | Reduced |
| IFM Investors Pty Ltd | 29,016 | $2.39M | 0.02% | +9,817+51.1% | Added |
| Keeley-Teton Advisors, LLC | 29,894 | $2.46M | 0.27% | −345−1.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 29,949 | $2.46M | 0.51% | −321−1.1% | Reduced |
| National Bank of Canada | 30,158 | $2.49M | 0.00% | +13,555+81.6% | Added |
| Louisiana State Employees Retirement System | 30,900 | $2.54M | 0.05% | −600−1.9% | Reduced |
| State of Michigan Retirement System | 31,300 | $2.57M | 0.01% | −300−0.9% | Reduced |
| Romano Brothers and Company | 31,850 | $2.62M | 0.33% | +7,300+29.7% | Added |
| Arizona State Retirement System | 31,914 | $2.62M | 0.02% | +1,374+4.5% | Added |
| Nomura Asset Management Co Ltd | 32,268 | $2.65M | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 32,432 | $2.67M | 0.48% | −2,948−8.3% | Reduced |
| British Columbia Investment Management Corp | 33,720 | $2.77M | 0.02% | +12,413+58.3% | Added |
| Prospera Financial Services Inc | 33,923 | $2.79M | 0.07% | −1,076−3.1% | Reduced |
| Manning & Napier Advisors LLC | 34,442 | $2.83M | 0.03% | −12,977−27.4% | Reduced |
| Ameritas Investment Partners, Inc. | 34,593 | $2.85M | 0.09% | −800−2.3% | Reduced |
| Raymond James & Associates | 35,490 | $2.92M | 0.00% | +19,733+125.2% | Added |