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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 36,384 | $2.99M | 0.01% | −10,100−21.7% | Reduced |
| Delphi Financial Group, Inc. | 36,720 | $3.02M | 1.71% | 00.0% | Unchanged |
| apricus wealth, LLC | 37,475 | $3.08M | 2.03% | +20,515+121.0% | Added |
| Gotham Asset Management, LLC | 38,868 | $3.20M | 0.03% | −58,888−60.2% | Reduced |
| State of New Jersey Common Pension Fund D | 39,184 | $3.22M | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 39,525 | $3.25M | 0.01% | −495−1.2% | Reduced |
| Agf Management Ltd | 40,763 | $3.35M | 0.02% | +40,763 | New |
| Integrated Wealth Concepts LLC | 40,803 | $3.36M | 0.04% | +11,343+38.5% | Added |
| Hara Capital LLC | 41,988 | $3.45M | 2.15% | −2,694−6.0% | Reduced |
| Brandywine Global Investment Management, LLC | 40,176 | $3.48M | 0.02% | −1,003−2.4% | Reduced |
| Yousif Capital Management, LLC | 42,481 | $3.49M | 0.04% | −5,185−10.9% | Reduced |
| Moore Capital Management, LP | 43,128 | $3.55M | 0.10% | +40,628+1,625.1% | Added |
| LPL Financial LLC | 43,220 | $3.55M | 0.00% | −1,057−2.4% | Reduced |
| SG Americas Securities, LLC | 43,508 | $3.58M | 0.01% | +43,508 | New |
| Northwestern Mutual Investment Management Company, LLC | 45,697 | $3.76M | 0.09% | +20,836+83.8% | Added |
| RR Advisors, LLC | 47,000 | $3.83M | 1.06% | +5,000+11.9% | Added |
| Quest Partners LLC | 47,665 | $3.92M | 0.35% | +46,899+6,122.6% | Added |
| Envestnet Asset Management Inc | 48,820 | $4.02M | 0.00% | +4,879+11.1% | Added |
| Pinnacle Associates Ltd | 52,363 | $4.03M | 0.07% | +813+1.6% | Added |
| Man Group plc | 49,600 | $4.08M | 0.01% | −8,489−14.6% | Reduced |
| West Family Investments, Inc. | 50,000 | $4.11M | 1.40% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 50,000 | $4.11M | 1.44% | +30,000+150.0% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 50,000 | $4.11M | 7.39% | +50,000 | New |
| Adams Natural Resources Fund, Inc. | 55,500 | $4.56M | 0.68% | 00.0% | Unchanged |
| Lloyd Harbor Capital Management, LLC | 56,000 | $4.61M | 2.31% | +56,000 | New |
| Resona Asset Management Co.,Ltd. | 56,954 | $4.69M | 0.03% | +23,607+70.8% | Added |
| State of Tennessee, Treasury Department | 57,404 | $4.72M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 58,016 | $4.77M | 0.03% | −996−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 58,254 | $4.79M | 0.01% | −57,330−49.6% | Reduced |
| Bank of Montreal | 58,625 | $4.84M | 0.00% | +7,491+14.6% | Added |
| Brandes Investment Partners, LP | 61,042 | $5.02M | 0.06% | +17,608+40.5% | Added |
| Nicholas Investment Partners, LP | 61,500 | $5.06M | 0.46% | 00.0% | Unchanged |
| Twin Tree Management, LP | 62,760 | $5.16M | 0.12% | +62,760 | New |
| Treasurer of the State of North Carolina | 63,382 | $5.21M | 0.02% | −31,547−33.2% | Reduced |
| South Dakota Investment Council | 64,216 | $5.28M | 0.10% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 66,553 | $5.47M | 0.01% | −18,000−21.3% | Reduced |
| Mutual of America Capital Management LLC | 67,888 | $5.58M | 0.06% | −3,704−5.2% | Reduced |
| Boussard & Gavaudan Investment Management LLP | 67,623 | $5.62M | 0.51% | +67,623 | New |
| Jump Financial, LLC | 71,650 | $5.89M | 0.12% | +9,128+14.6% | Added |
| Russell Investments Group, Ltd. | 73,475 | $6.04M | 0.01% | −36,836−33.4% | Reduced |
| Concorde Financial Corp | 74,256 | $6.11M | 3.60% | +50,977+219.0% | Added |
| OnyxPoint Global Management LP | 76,275 | $6.27M | 3.37% | 00.0% | Unchanged |
| Brigade Capital Management, LP | 77,120 | $6.34M | 3.59% | +77,120 | New |
| Comerica Bank | 77,097 | $6.34M | 0.03% | +77+0.1% | Added |
| Public Employees Retirement System of Ohio | 77,639 | $6.39M | 0.03% | +15,177+24.3% | Added |
| New York State Teachers Retirement System | 78,718 | $6.47M | 0.01% | −4,971−5.9% | Reduced |
| Empowered Funds, LLC | 82,288 | $6.77M | 0.11% | +20,507+33.2% | Added |
| Rafferty Asset Management, LLC | 82,560 | $6.79M | 0.02% | +5,286+6.8% | Added |
| Teachers Retirement System of the State of Kentucky | 83,523 | $6.87M | 0.06% | −970−1.1% | Reduced |
| SIR Capital Management, L.P. | 85,000 | $6.99M | 0.68% | +85,000 | New |
| Picton Mahoney Asset Management | 87,643 | $7.21M | 0.28% | +1,709+2.0% | Added |
| BancorpSouth Bank | 87,745 | $7.22M | 0.50% | +676+0.8% | Added |
| Pictet Asset Management Holding SA | 87,928 | $7.23M | 0.01% | +51,755+143.1% | Added |
| Jane Street Group, LLC | 92,081 | $7.57M | 0.01% | −135,092−59.5% | Reduced |
| Stifel Financial Corp | 93,165 | $7.66M | 0.01% | +11,088+13.5% | Added |
| Bandera Partners LLC | 95,000 | $7.81M | 2.95% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 95,941 | $7.89M | 0.63% | +7,656+8.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 96,354 | $7.93M | 0.02% | +41,784+76.6% | Added |
| HSBC Holdings PLC | 97,972 | $8.06M | 0.01% | −30,813−23.9% | Reduced |
| Marshall Wace, LLP | 98,001 | $8.06M | 0.01% | +98,001 | New |
| Amalgamated Bank | 99,361 | $8.17M | 0.07% | +26,053+35.5% | Added |
| Long Focus Capital Management, LLC | 100,300 | $8.25M | 0.73% | 00.0% | Unchanged |
| Alta Fundamental Advisers LLC | 100,740 | $8.29M | 3.42% | 00.0% | Unchanged |
| Wells Fargo & Company | 103,617 | $8.52M | 0.00% | −8,380−7.5% | Reduced |
| Hodges Capital Management Inc. | 106,285 | $8.74M | 0.56% | −36,645−25.6% | Reduced |
| Interval Partners, LP | 111,532 | $9.17M | 0.26% | +111,532 | New |
| Goehring & Rozencwajg Associates, LLC | 112,511 | $9.25M | 1.89% | +6,306+5.9% | Added |
| Mackenzie Financial Corp | 112,801 | $9.28M | 0.01% | −61,322−35.2% | Reduced |
| Employees Retirement System of Texas | 113,352 | $9.32M | 0.08% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 114,481 | $9.42M | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 121,034 | $9.96M | 0.01% | +24,505+25.4% | Added |
| Victory Capital Management Inc | 125,846 | $10.4M | 0.01% | −16,035−11.3% | Reduced |
| Royal Bank of Canada | 126,710 | $10.4M | 0.00% | +3,672+3.0% | Added |
| Janney Capital Management LLC | 127,092 | $10.5M | 0.71% | +127,092 | New |
| Canoe Financial LP | 127,100 | $10.5M | 0.25% | +127,100 | New |
| Citigroup Inc | 128,427 | $10.6M | 0.01% | −6,014−4.5% | Reduced |
| Corebridge Financial, Inc. | 132,099 | $10.9M | 0.06% | −8,948−6.3% | Reduced |
| LSP Investment Advisors, LLC | 133,687 | $11.0M | 5.92% | +73,513+122.2% | Added |
| Susquehanna International Group, LLP | 136,450 | $11.2M | 0.02% | −352,274−72.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 139,232 | $11.5M | 0.01% | +64,442+86.2% | Added |
| Danske Bank A/S | 141,208 | $11.6M | 0.04% | +9,300+7.1% | Added |
| State of Wisconsin Investment Board | 146,576 | $12.1M | 0.03% | +53,127+56.9% | Added |
| Clough Capital Partners L P | 148,524 | $12.2M | 1.25% | +2,371+1.6% | Added |
| Invenomic Capital Management LP | 154,893 | $12.7M | 0.70% | −7,701−4.7% | Reduced |
| Allianz Asset Management GmbH | 156,589 | $12.9M | 0.02% | +1,500+1.0% | Added |
| Alliancebernstein L.P. | 158,090 | $13.0M | 0.00% | −33,201−17.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 159,287 | $13.1M | 0.03% | −14,119−8.1% | Reduced |
| American Century Companies Inc | 161,064 | $13.2M | 0.01% | −3,787−2.3% | Reduced |
| Kempen Capital Management N.V. | 164,435 | $13.5M | 0.14% | −8,746−5.1% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 165,000 | $13.6M | 0.20% | −23,000−12.2% | Reduced |
| California State Teachers Retirement System | 166,948 | $13.7M | 0.02% | +19,362+13.1% | Added |
| Deutsche Bank AG | 190,546 | $15.7M | 0.01% | +48,657+34.3% | Added |
| ING Groep NV | 196,184 | $16.1M | 0.09% | +196,184 | New |
| Jennison Associates LLC | 197,712 | $16.3M | 0.01% | −2,003−1.0% | Reduced |
| UBS Group AG | 203,394 | $16.7M | 0.00% | −104,543−33.9% | Reduced |
| Van Eck Associates Corp | 201,920 | $16.8M | 0.02% | −4,700−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 204,895 | $16.9M | 0.01% | +2,752+1.4% | Added |
| Slate Path Capital LP | 230,379 | $18.9M | 0.32% | +230,379 | New |
| Patient Capital Management, LLC | 236,684 | $19.5M | 0.96% | −6,553−2.7% | Reduced |
| Barclays PLC | 240,696 | $19.8M | 0.01% | −538,690−69.1% | Reduced |