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 |
|---|---|---|---|---|---|
| Goehring & Rozencwajg Associates, LLC | 112,511 | $9.25M | 1.89% | +6,306+5.9% | Added |
| Interval Partners, LP | 111,532 | $9.17M | 0.26% | +111,532 | New |
| Hodges Capital Management Inc. | 106,285 | $8.74M | 0.56% | −36,645−25.6% | Reduced |
| Wells Fargo & Company | 103,617 | $8.52M | 0.00% | −8,380−7.5% | Reduced |
| Alta Fundamental Advisers LLC | 100,740 | $8.29M | 3.42% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 100,300 | $8.25M | 0.73% | 00.0% | Unchanged |
| Amalgamated Bank | 99,361 | $8.17M | 0.07% | +26,053+35.5% | Added |
| Marshall Wace, LLP | 98,001 | $8.06M | 0.01% | +98,001 | New |
| HSBC Holdings PLC | 97,972 | $8.06M | 0.01% | −30,813−23.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 96,354 | $7.93M | 0.02% | +41,784+76.6% | Added |
| Easterly Investment Partners LLC | 95,941 | $7.89M | 0.63% | +7,656+8.7% | Added |
| Bandera Partners LLC | 95,000 | $7.81M | 2.95% | 00.0% | Unchanged |
| Stifel Financial Corp | 93,165 | $7.66M | 0.01% | +11,088+13.5% | Added |
| Jane Street Group, LLC | 92,081 | $7.57M | 0.01% | −135,092−59.5% | Reduced |
| Pictet Asset Management Holding SA | 87,928 | $7.23M | 0.01% | +51,755+143.1% | Added |
| BancorpSouth Bank | 87,745 | $7.22M | 0.50% | +676+0.8% | Added |
| Picton Mahoney Asset Management | 87,643 | $7.21M | 0.28% | +1,709+2.0% | Added |
| SIR Capital Management, L.P. | 85,000 | $6.99M | 0.68% | +85,000 | New |
| Teachers Retirement System of the State of Kentucky | 83,523 | $6.87M | 0.06% | −970−1.1% | Reduced |
| Rafferty Asset Management, LLC | 82,560 | $6.79M | 0.02% | +5,286+6.8% | Added |
| Empowered Funds, LLC | 82,288 | $6.77M | 0.11% | +20,507+33.2% | Added |
| New York State Teachers Retirement System | 78,718 | $6.47M | 0.01% | −4,971−5.9% | Reduced |
| Public Employees Retirement System of Ohio | 77,639 | $6.39M | 0.03% | +15,177+24.3% | Added |
| Comerica Bank | 77,097 | $6.34M | 0.03% | +77+0.1% | Added |
| Brigade Capital Management, LP | 77,120 | $6.34M | 3.59% | +77,120 | New |
| OnyxPoint Global Management LP | 76,275 | $6.27M | 3.37% | 00.0% | Unchanged |
| Concorde Financial Corp | 74,256 | $6.11M | 3.60% | +50,977+219.0% | Added |
| Russell Investments Group, Ltd. | 73,475 | $6.04M | 0.01% | −36,836−33.4% | Reduced |
| Jump Financial, LLC | 71,650 | $5.89M | 0.12% | +9,128+14.6% | Added |
| Boussard & Gavaudan Investment Management LLP | 67,623 | $5.62M | 0.51% | +67,623 | New |
| Mutual of America Capital Management LLC | 67,888 | $5.58M | 0.06% | −3,704−5.2% | Reduced |
| New York State Common Retirement Fund | 66,553 | $5.47M | 0.01% | −18,000−21.3% | Reduced |
| South Dakota Investment Council | 64,216 | $5.28M | 0.10% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 63,382 | $5.21M | 0.02% | −31,547−33.2% | Reduced |
| Twin Tree Management, LP | 62,760 | $5.16M | 0.12% | +62,760 | New |
| Nicholas Investment Partners, LP | 61,500 | $5.06M | 0.46% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 61,042 | $5.02M | 0.06% | +17,608+40.5% | Added |
| Bank of Montreal | 58,625 | $4.84M | 0.00% | +7,491+14.6% | Added |
| Ensign Peak Advisors, Inc | 58,254 | $4.79M | 0.01% | −57,330−49.6% | Reduced |
| MetLife Investment Management | 58,016 | $4.77M | 0.03% | −996−1.7% | Reduced |
| State of Tennessee, Treasury Department | 57,404 | $4.72M | 0.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 56,954 | $4.69M | 0.03% | +23,607+70.8% | Added |
| Lloyd Harbor Capital Management, LLC | 56,000 | $4.61M | 2.31% | +56,000 | New |
| Adams Natural Resources Fund, Inc. | 55,500 | $4.56M | 0.68% | 00.0% | Unchanged |
| 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 |
| Man Group plc | 49,600 | $4.08M | 0.01% | −8,489−14.6% | Reduced |
| Pinnacle Associates Ltd | 52,363 | $4.03M | 0.07% | +813+1.6% | Added |
| Envestnet Asset Management Inc | 48,820 | $4.02M | 0.00% | +4,879+11.1% | Added |
| Quest Partners LLC | 47,665 | $3.92M | 0.35% | +46,899+6,122.6% | Added |
| RR Advisors, LLC | 47,000 | $3.83M | 1.06% | +5,000+11.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 45,697 | $3.76M | 0.09% | +20,836+83.8% | Added |
| SG Americas Securities, LLC | 43,508 | $3.58M | 0.01% | +43,508 | New |
| LPL Financial LLC | 43,220 | $3.55M | 0.00% | −1,057−2.4% | Reduced |
| Moore Capital Management, LP | 43,128 | $3.55M | 0.10% | +40,628+1,625.1% | Added |
| Yousif Capital Management, LLC | 42,481 | $3.49M | 0.04% | −5,185−10.9% | Reduced |
| Brandywine Global Investment Management, LLC | 40,176 | $3.48M | 0.02% | −1,003−2.4% | Reduced |
| Hara Capital LLC | 41,988 | $3.45M | 2.15% | −2,694−6.0% | Reduced |
| Integrated Wealth Concepts LLC | 40,803 | $3.36M | 0.04% | +11,343+38.5% | Added |
| Agf Management Ltd | 40,763 | $3.35M | 0.02% | +40,763 | New |
| Asset Management One Co.,Ltd. | 39,525 | $3.25M | 0.01% | −495−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 39,184 | $3.22M | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 38,868 | $3.20M | 0.03% | −58,888−60.2% | Reduced |
| apricus wealth, LLC | 37,475 | $3.08M | 2.03% | +20,515+121.0% | Added |
| Delphi Financial Group, Inc. | 36,720 | $3.02M | 1.71% | 00.0% | Unchanged |
| Korea Investment CORP | 36,384 | $2.99M | 0.01% | −10,100−21.7% | Reduced |
| Raymond James & Associates | 35,490 | $2.92M | 0.00% | +19,733+125.2% | Added |
| Ameritas Investment Partners, Inc. | 34,593 | $2.85M | 0.09% | −800−2.3% | Reduced |
| Manning & Napier Advisors LLC | 34,442 | $2.83M | 0.03% | −12,977−27.4% | Reduced |
| Prospera Financial Services Inc | 33,923 | $2.79M | 0.07% | −1,076−3.1% | Reduced |
| British Columbia Investment Management Corp | 33,720 | $2.77M | 0.02% | +12,413+58.3% | Added |
| Pacific Global Investment Management CO | 32,432 | $2.67M | 0.48% | −2,948−8.3% | Reduced |
| Nomura Asset Management Co Ltd | 32,268 | $2.65M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 31,914 | $2.62M | 0.02% | +1,374+4.5% | Added |
| Romano Brothers and Company | 31,850 | $2.62M | 0.33% | +7,300+29.7% | Added |
| State of Michigan Retirement System | 31,300 | $2.57M | 0.01% | −300−0.9% | Reduced |
| Louisiana State Employees Retirement System | 30,900 | $2.54M | 0.05% | −600−1.9% | Reduced |
| National Bank of Canada | 30,158 | $2.49M | 0.00% | +13,555+81.6% | Added |
| Jackson Hole Capital Partners, LLC | 29,949 | $2.46M | 0.51% | −321−1.1% | Reduced |
| Keeley-Teton Advisors, LLC | 29,894 | $2.46M | 0.27% | −345−1.1% | Reduced |
| IFM Investors Pty Ltd | 29,016 | $2.39M | 0.02% | +9,817+51.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,817 | $2.37M | 0.01% | −412−1.4% | Reduced |
| GeoSphere Capital Management, LLC | 27,000 | $2.22M | 1.84% | +27,000 | New |
| Glenorchy Capital Ltd | 26,918 | $2.21M | 1.66% | +11,424+73.7% | Added |
| Storebrand Asset Management AS | 26,747 | $2.20M | 0.01% | +258+1.0% | Added |
| Public Sector Pension Investment Board | 26,650 | $2.19M | 0.01% | +11,623+77.3% | Added |
| Crestline Management, LP | 26,252 | $2.16M | 0.12% | +26,252 | New |
| Brevan Howard Capital Management LP | 25,925 | $2.13M | 0.10% | +25,925 | New |
| SEI Investments Co | 25,778 | $2.12M | 0.00% | −14,446−35.9% | Reduced |
| Ostrum Asset Management | 25,685 | $2.11M | 0.17% | +11,850+85.7% | Added |
| Toronto Dominion Bank | 25,438 | $2.09M | 0.00% | +15,233+149.3% | Added |
| Millennium Management LLC | 25,380 | $2.09M | 0.00% | −797,265−96.9% | Reduced |
| XTX Topco Ltd | 25,349 | $2.08M | 0.15% | +25,349 | New |
| Bridgeway Capital Management, LLC | 25,230 | $2.08M | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 24,760 | $2.04M | 0.02% | +6,846+38.2% | Added |
| Oregon Public Employees Retirement Fund | 24,735 | $2.03M | 0.04% | +1,620+7.0% | Added |
| First Dallas Securities Inc. | 24,702 | $2.03M | 0.85% | −5,267−17.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,597 | $2.02M | 0.01% | −92−0.4% | Reduced |
| Penn Capital Management Co Inc | 22,926 | $1.91M | 0.18% | −1,774−7.2% | Reduced |