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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Chartwell Investment Partners, LLC | 245,916 | $20.2M | 0.69% | +102,567+71.6% | Added |
| California Public Employees Retirement System | 248,084 | $20.4M | 0.01% | +28,632+13.0% | Added |
| Sasco Capital Inc | 262,210 | $21.6M | 3.23% | +13,170+5.3% | Added |
| Nuveen Asset Management, LLC | 271,763 | $22.4M | 0.01% | −723−0.3% | Reduced |
| Neuberger Berman Group LLC | 273,750 | $22.5M | 0.02% | −262,872−49.0% | Reduced |
| TD Asset Management Inc | 273,400 | $22.6M | 0.02% | −1000.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 279,578 | $23.0M | 0.11% | +254,811+1,028.8% | Added |
| Sagefield Capital LP | 287,954 | $23.7M | 2.57% | +72,777+33.8% | Added |
| Verition Fund Management LLC | 293,932 | $24.2M | 0.16% | +271,243+1,195.5% | Added |
| CIBC Private Wealth Group, LLC | 295,521 | $24.3M | 0.04% | +73,000+32.8% | Added |
| Encompass Capital Advisors LLC | 299,372 | $24.6M | 1.20% | +299,372 | New |
| Retirement Systems of Alabama | 305,948 | $25.2M | 0.09% | −1,935−0.6% | Reduced |
| Wedge Capital Management L L P | 318,358 | $26.2M | 0.45% | +34,095+12.0% | Added |
| Goldman Sachs Group Inc | 319,245 | $26.3M | 0.01% | −182,159−36.3% | Reduced |
| Worldquant Millennium Advisors LLC | 320,969 | $26.4M | 0.19% | +101,931+46.5% | Added |
| Levin Capital Strategies, L.P. | 325,822 | $26.8M | 2.59% | +233,914+254.5% | Added |
| Sourcerock Group LLC | 335,057 | $27.6M | 2.23% | +335,057 | New |
| Two Sigma Investments, LP | 340,479 | $28.0M | 0.06% | −189,198−35.7% | Reduced |
| Hartree Partners, LP | 346,096 | $28.5M | 8.18% | +29,066+9.2% | Added |
| Ibex Wealth Advisors | 167,846 | $29.0M | 9.31% | +166,505+12,416.5% | Added |
| CBOE Vest Financial, LLC | 361,746 | $29.8M | 0.57% | +83,432+30.0% | Added |
| Swiss National Bank | 380,400 | $31.3M | 0.02% | +51,200+15.6% | Added |
| Schwartz Investment Counsel Inc | 382,720 | $31.5M | 1.12% | +79,520+26.2% | Added |
| Clearbridge Investments, LLC | 439,558 | $36.2M | 0.03% | −34,901−7.4% | Reduced |
| UBS Asset Management Americas Inc | 457,076 | $37.6M | 0.01% | +59,149+14.9% | Added |
| Macquarie Group Ltd | 467,244 | $38.4M | 0.04% | −71,146−13.2% | Reduced |
| Principal Financial Group Inc | 479,412 | $39.4M | 0.02% | +43,397+10.0% | Added |
| Amundi | 464,758 | $40.0M | 0.01% | +3,864+0.8% | Added |
| Legal & General Group Plc | 526,664 | $43.3M | 0.01% | +119,264+29.3% | Added |
| Deprince Race & Zollo Inc | 551,185 | $45.3M | 0.87% | +111,312+25.3% | Added |
| Balyasny Asset Management LLC | 592,189 | $48.7M | 0.13% | +592,189 | New |
| Janus Henderson Group PLC | 614,102 | $50.5M | 0.03% | +4,600+0.8% | Added |
| Waratah Capital Advisors Ltd. | 663,258 | $54.6M | 3.25% | +267,078+67.4% | Added |
| Spears Abacus Advisors LLC | 689,193 | $56.7M | 1.12% | −148,327−17.7% | Reduced |
| Capital World Investors | 693,811 | $57.1M | 0.01% | −74,200−9.7% | Reduced |
| Morgan Stanley | 713,710 | $58.7M | 0.00% | +30,367+4.4% | Added |
| Northern Trust Corp | 828,641 | $68.2M | 0.01% | +4,650+0.6% | Added |
| Charles Schwab Investment Management Inc | 881,297 | $72.5M | 0.01% | +172,710+24.4% | Added |
| Bank of America Corp | 1,011,541 | $83.2M | 0.01% | −339,469−25.1% | Reduced |
| Prudential Financial Inc | 1,028,866 | $84.6M | 0.12% | −7,398−0.7% | Reduced |
| JPMorgan Chase & Co | 1,074,056 | $88.3M | 0.01% | +164,779+18.1% | Added |
| Ceredex Value Advisors LLC | 1,174,010 | $96.6M | 1.88% | +293,116+33.3% | Added |
| Ameriprise Financial Inc | 1,286,097 | $105.8M | 0.03% | +967,227+303.3% | Added |
| FMR LLC | 1,592,003 | $130.9M | 0.01% | +14,434+0.9% | Added |
| Citadel Advisors LLC | 1,600,269 | $131.6M | 0.14% | +1,384,446+641.5% | Added |
| Lord, Abbett & Co. LLC | 1,715,430 | $141.1M | 0.45% | −900,962−34.4% | Reduced |
| Asia Research & Capital Management Ltd | 1,758,117 | $144.6M | 66.58% | +1,517,617+631.0% | Added |
| Capital Research Global Investors | 1,803,000 | $148.3M | 0.03% | +1,803,000 | New |
| Voya Investment Management LLC | 1,811,889 | $148.9M | 0.15% | +276,634+18.0% | Added |
| Invesco Ltd. | 2,046,399 | $168.3M | 0.03% | −496,974−19.5% | Reduced |
| Glendon Capital Management LP | 2,124,060 | $174.6M | 10.68% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,445,761 | $201.2M | 0.04% | +84,344+3.6% | Added |
| Geode Capital Management, LLC | 2,521,739 | $207.6M | 0.02% | +30,577+1.2% | Added |
| Thrivent Financial for Lutherans | 2,838,613 | $233.5M | 0.44% | +249,203+9.6% | Added |
| Dimensional Fund Advisors LP | 3,322,265 | $273.3M | 0.07% | −11,504−0.3% | Reduced |
| Massachusetts Financial Services Co | 3,744,167 | $308.0M | 0.09% | −375,331−9.1% | Reduced |
| 1832 Asset Management L.P. | 4,005,231 | $329.4M | 0.55% | +3,317,277+482.2% | Added |
| First Trust Advisors LP | 4,365,098 | $359.0M | 0.34% | +546,344+14.3% | Added |
| Kimmeridge Energy Management Company, LLC | 4,652,779 | $382.7M | 24.37% | +957,900+25.9% | Added |
| State Street Corp | 5,288,084 | $434.9M | 0.02% | +244,643+4.9% | Added |
| Wellington Management Group LLP | 5,459,065 | $449.0M | 0.08% | −2,007,833−26.9% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,870,884 | $565.1M | 9.42% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 10,233,240 | $841.7M | 0.51% | −1,167,374−10.2% | Reduced |
| BlackRock, Inc. | 12,586,992 | $1.04B | 0.02% | +12,586,992 | New |
| Blackstone Group Inc. | 12,686,999 | $1.04B | 4.74% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,786,763 | $1.05B | 0.02% | +97,842+0.8% | Added |
| Price T Rowe Associates Inc | 14,203,038 | $1.17B | 0.13% | +4,164,935+41.5% | Added |
| Rhumbline Advisers | 0 | $0 | 0.00% | −333,692−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −329,520−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −328,871−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −277,861−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −231,878−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −146,094−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −70,615−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −59,288−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −56,009−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −52,020−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −40,410−100.0% | Sold out |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −33,816−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −32,399−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −31,344−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,586−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −24,488−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −22,315−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −14,853−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −10,501−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,484−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −7,786−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,766−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,611−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,126−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,989−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −5,595−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −4,834−100.0% | Sold out |