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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,709 | $1.87M | 0.01% | −13,979−38.1% | Reduced |
| Cresset Asset Management, LLC | 22,190 | $1.83M | 0.01% | +1,489+7.2% | Added |
| Utah Retirement Systems | 22,000 | $1.81M | 0.02% | +200+0.9% | Added |
| New Mexico Educational Retirement Board | 21,800 | $1.79M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 21,724 | $1.79M | 0.00% | +2,372+12.3% | Added |
| Cloverfields Capital Group, LP | 21,513 | $1.77M | 0.57% | +13,029+153.6% | Added |
| Huber Capital Management LLC | 21,314 | $1.75M | 0.35% | +1,300+6.5% | Added |
| Vident Advisory, LLC | 21,292 | $1.75M | 0.04% | +658+3.2% | Added |
| Guggenheim Capital LLC | 20,498 | $1.69M | 0.01% | −2,536−11.0% | Reduced |
| Boothbay Fund Management, LLC | 20,304 | $1.67M | 0.05% | +20,304 | New |
| 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 |
| DnB Asset Management AS | 19,846 | $1.63M | 0.01% | −820−4.0% | Reduced |
| Estate Counselors, LLC | 19,830 | $1.63M | 0.17% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 19,465 | $1.60M | 0.02% | +875+4.7% | Added |
| Murphy Pohlad Asset Management LLC | 18,810 | $1.55M | 0.64% | +18,810 | New |
| DC Investments Management, LLC | 18,706 | $1.54M | 1.08% | +18,706 | New |
| Simplex Trading, LLC | 18,233 | $1.50M | 0.05% | +18,233 | New |
| PEAK6 Investments LLC | 17,896 | $1.47M | 0.07% | −6,416−26.4% | Reduced |
| Schroder Investment Management Group | 17,576 | $1.45M | 0.00% | −1,924−9.9% | Reduced |
| Pinebridge Investments, L.P. | 17,318 | $1.42M | 0.01% | +17,318 | New |
| Teza Capital Management LLC | 17,103 | $1.41M | 0.15% | +8,785+105.6% | Added |
| NYL Investors LLC | 17,058 | $1.40M | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 16,902 | $1.39M | 0.01% | 00.0% | Unchanged |
| Weiss Asset Management LP | 16,647 | $1.37M | 0.03% | +16,647 | New |
| AQR Capital Management LLC | 16,356 | $1.35M | 0.00% | −102,662−86.3% | Reduced |
| Pacer Advisors, Inc. | 16,308 | $1.34M | 0.00% | −373−2.2% | Reduced |
| SpiderRock Advisors, LLC | 16,056 | $1.32M | 0.03% | +1,036+6.9% | Added |
| Sanctuary Advisors, LLC | 13,206 | $1.31M | 0.01% | +1,576+13.6% | Added |
| Commonwealth Equity Services, LLC | 15,507 | $1.27M | 0.00% | −8,412−35.2% | Reduced |
| Byrne Asset Management LLC | 15,224 | $1.25M | 0.85% | −58−0.4% | Reduced |
| NBC Securities, Inc. | 14,776 | $1.22M | 0.10% | +1,072+7.8% | Added |
| Janney Montgomery Scott LLC | 14,569 | $1.20M | 0.00% | +14,569 | New |
| Clear Harbor Asset Management, LLC | 14,380 | $1.18M | 0.10% | +485+3.5% | Added |
| Aft, Forsyth & Sober, LLC | 14,000 | $1.15M | 0.38% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 13,875 | $1.14M | 0.04% | −6,000−30.2% | Reduced |
| Nissay Asset Management Corp | 13,360 | $1.10M | 0.01% | +405+3.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 13,213 | $1.09M | 0.48% | +2,373+21.9% | Added |
| Robeco Institutional Asset Management B.V. | 13,043 | $1.07M | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 12,968 | $1.07M | 0.01% | −2,768−17.6% | Reduced |
| CIBC World Markets Corp | 12,887 | $1.06M | 0.01% | +6,892+115.0% | Added |
| Advisors Asset Management, Inc. | 12,679 | $1.04M | 0.02% | −23,379−64.8% | Reduced |
| Hiddenite Capital Partners LP | 12,500 | $1.03M | 1.06% | +12,500 | New |
| Alden Global Capital LLC | 12,107 | $995.8K | 1.07% | −33,880−73.7% | Reduced |
| Public Employees Retirement Association of Colorado | 11,923 | $981.0K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 11,868 | $976.1K | 0.02% | +11,868 | New |
| Aurora Investment Counsel | 11,710 | $963.1K | 0.52% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,471 | $948.0K | 0.00% | +1,253+12.3% | Added |
| Uhlmann Price Securities, LLC | 10,812 | $889.3K | 0.71% | +10,812 | New |
| Intech Investment Management LLC | 10,683 | $878.7K | 0.01% | −485−4.3% | Reduced |
| Exchange Traded Concepts, LLC | 10,514 | $864.8K | 0.02% | +10,320+5,319.6% | Added |
| First Eagle Investment Management, LLC | 10,193 | $838.4K | 0.00% | +1,100+12.1% | Added |
| Franklin Resources Inc | 9,673 | $837.9K | 0.00% | −43,240−81.7% | Reduced |
| Caxton Associates LP | 10,176 | $837.0K | 0.04% | +10,176 | New |
| CVA Family Office, LLC | 10,082 | $829.2K | 0.13% | +82+0.8% | Added |
| Davenport & Co LLC | 10,078 | $828.9K | 0.00% | −97−1.0% | Reduced |
| Sequent Asset Management, LLC | 9,934 | $817.1K | 0.40% | +3,207+47.7% | Added |
| Avantax Advisory Services, Inc. | 9,712 | $798.8K | 0.01% | +4,836+99.2% | Added |
| Ausbil Investment Management Ltd | 9,500 | $781.4K | 0.27% | +9,500 | New |
| Federated Hermes, Inc. | 9,366 | $770.4K | 0.00% | −694−6.9% | Reduced |
| Jefferies Financial Group Inc. | 9,073 | $746.3K | 0.01% | +6,441+244.7% | Added |
| SevenBridge Financial Group, LLC | 7,770 | $743.9K | 0.14% | −150−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 9,018 | $741.0K | 0.02% | −315−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 8,749 | $719.6K | 0.00% | +8,749 | New |
| Securian Asset Management, Inc | 8,676 | $713.6K | 0.02% | −208−2.3% | Reduced |
| Mercer Global Advisors Inc | 8,703 | $709.0K | 0.00% | +557+6.8% | Added |
| Daiwa Securities Group Inc. | 8,413 | $692.0K | 0.00% | +600+7.7% | Added |
| CWM Advisors, LLC | 8,408 | $691.6K | 0.07% | +5,191+161.4% | Added |
| Central Trust Co | 8,326 | $684.8K | 0.02% | −3,500−29.6% | Reduced |
| Salem Investment Counselors Inc | 8,281 | $681.1K | 0.02% | +820+11.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,217 | $675.8K | 0.01% | −154−1.8% | Reduced |
| Confluence Investment Management LLC | 8,161 | $671.2K | 0.01% | +725+9.7% | Added |
| Crossmark Global Holdings, Inc. | 8,013 | $659.0K | 0.01% | +1,703+27.0% | Added |
| Stephens Inc | 7,776 | $639.6K | 0.01% | +736+10.5% | Added |
| Spirit of America Management Corp | 7,750 | $637.4K | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 7,529 | $619.3K | 0.00% | −1,970−20.7% | Reduced |
| Maryland State Retirement & Pension System | 7,502 | $617.0K | 0.01% | −2,525−25.2% | Reduced |
| Independent Advisor Alliance | 7,463 | $613.8K | 0.02% | +201+2.8% | Added |
| nVerses Capital, LLC | 7,100 | $584.0K | 0.27% | +1,400+24.6% | Added |
| KBC Group NV | 7,063 | $581.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,950 | $571.7K | 0.00% | +49+0.7% | Added |
| ISAM Funds (UK) Ltd | 6,800 | $559.3K | 0.32% | +6,800 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,657 | $547.5K | 0.02% | +2,261+51.4% | Added |
| Hazlett, Burt & Watson, Inc. | 6,610 | $543.0K | 0.25% | −440−6.2% | Reduced |
| X-Square Capital, LLC | 6,560 | $540.0K | 0.24% | +728+12.5% | Added |
| Advisory Services Network, LLC | 6,557 | $538.9K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 6,222 | $518.5K | 0.00% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 6,281 | $516.0K | 0.20% | +6,281 | New |
| DekaBank Deutsche Girozentrale | 6,122 | $498.0K | 0.00% | −244−3.8% | Reduced |
| Nomura Holdings Inc | 5,697 | $468.6K | 0.00% | −855−13.0% | Reduced |
| Guidance Capital, Inc | 5,298 | $459.1K | 0.14% | −339−6.0% | Reduced |
| Wedmont Private Capital | 5,171 | $441.8K | 0.03% | +993+23.8% | Added |
| TownSquare Capital, LLC | 5,369 | $441.6K | 0.01% | +1,799+50.4% | Added |
| M&G Plc | 5,301 | $434.7K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,232 | $430.3K | 0.02% | +2,345+81.2% | Added |
| Pathstone Holdings, LLC | 5,218 | $429.2K | 0.00% | −663−11.3% | Reduced |
| Hardin Capital Partners, LLC | 4,939 | $424.8K | 0.24% | +4,939 | New |
| Cambridge Investment Research Advisors, Inc. | 5,119 | $421.0K | 0.00% | +713+16.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,000 | $411.3K | 0.02% | −20.0% | Reduced |
| US Bancorp | 4,987 | $410.2K | 0.00% | −87−1.7% | Reduced |