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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 4,869 | $400.5K | 0.00% | −384−7.3% | Reduced |
| CWA Asset Management Group, LLC | 4,710 | $387.4K | 0.02% | +4,710 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,680 | $385.0K | 0.01% | +4,680 | New |
| Cerity Partners LLC | 4,667 | $383.8K | 0.00% | +1,193+34.3% | Added |
| M&T Bank Corp | 4,547 | $374.4K | 0.00% | +217+5.0% | Added |
| Wedbush Securities Inc | 4,532 | $373.0K | 0.01% | −122−2.6% | Reduced |
| Raymond James Trust N.A. | 4,412 | $362.9K | 0.01% | +1,801+69.0% | Added |
| Shelton Capital Management | 4,404 | $362.2K | 0.01% | −238−5.1% | Reduced |
| QRG Capital Management, Inc. | 4,402 | $362.1K | 0.00% | −5,198−54.1% | Reduced |
| Ossiam | 4,357 | $358.4K | 0.01% | +4,324+13,103.0% | Added |
| Ronald Blue Trust, Inc. | 4,357 | $358.1K | 0.00% | +3,680+543.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,330 | $356.1K | 0.22% | +4,330 | New |
| Beacon Pointe Advisors, LLC | 4,293 | $353.1K | 0.00% | +4,293 | New |
| BTG Pactual Asset Management US LLC | 4,213 | $346.5K | 0.05% | +4,213 | New |
| Citizens National Bank Trust Department | 4,050 | $333.1K | 0.07% | −595−12.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,022 | $331.0K | 0.00% | −2,387−37.2% | Reduced |
| Cetera Investment Advisers | 3,963 | $325.9K | 0.00% | +227+6.1% | Added |
| Lazard Asset Management LLC | 3,933 | $323.0K | 0.00% | −4,821−55.1% | Reduced |
| RSM US Wealth Management LLC | 3,914 | $318.8K | 0.00% | −12−0.3% | Reduced |
| Omers Administration Corp | 3,864 | $317.8K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,863 | $317.4K | 0.00% | +535+16.1% | Added |
| CIBC Asset Management Inc | 3,794 | $312.1K | 0.00% | +125+3.4% | Added |
| Investment Management Corp of Ontario | 3,728 | $306.6K | 0.01% | +1,200+47.5% | Added |
| Nwam LLC | 3,655 | $300.6K | 0.02% | +3,655 | New |
| Tower Research Capital LLC (TRC) | 3,641 | $299.5K | 0.01% | +2,264+164.4% | Added |
| Baldwin Investment Management, LLC | 3,615 | $297.3K | 0.04% | −135−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,309 | $286.6K | 0.00% | +548+19.8% | Added |
| Hardy Reed LLC | 3,479 | $286.1K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,367 | $276.9K | 0.00% | +3,367 | New |
| Apollon Wealth Management, LLC | 3,316 | $272.7K | 0.01% | −124−3.6% | Reduced |
| Hohimer Wealth Management, LLC | 3,315 | $272.7K | 0.06% | −10,360−75.8% | Reduced |
| King Luther Capital Management Corp | 3,250 | $267.3K | 0.00% | +3,250 | New |
| Fifth Third Wealth Advisors LLC | 3,239 | $266.4K | 0.02% | −11−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,199 | $263.2K | 0.00% | −130−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,108 | $255.7K | 0.00% | −4,472−59.0% | Reduced |
| Applied Finance Capital Management, LLC | 3,107 | $255.6K | 0.01% | −459−12.9% | Reduced |
| Prelude Capital Management, LLC | 3,102 | $255.1K | 0.02% | +3,102 | New |
| Atria Investments LLC | 3,092 | $254.4K | 0.00% | −92−2.9% | Reduced |
| Credit Agricole S A | 3,073 | $252.8K | 0.00% | +340+12.4% | Added |
| UniSuper Management Pty Ltd | 3,000 | $246.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,992 | $246.1K | 0.00% | −153−4.9% | Reduced |
| Toroso Investments, LLC | 2,911 | $239.4K | 0.00% | −7,794−72.8% | Reduced |
| Truist Financial Corp | 2,900 | $238.5K | 0.00% | +84+3.0% | Added |
| First Citizens Bank & Trust Co | 2,858 | $235.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,832 | $232.9K | 0.00% | −1,008−26.3% | Reduced |
| TD Waterhouse Canada Inc. | 2,834 | $231.6K | 0.00% | +2,834 | New |
| Atria Wealth Solutions, Inc. | 2,800 | $230.3K | 0.00% | +2,800 | New |
| IHT Wealth Management, LLC | 2,747 | $224.8K | 0.01% | +2,747 | New |
| Terril Brothers, Inc. | 2,700 | $222.1K | 0.07% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,700 | $222.1K | 0.03% | +2,700 | New |
| Pinnacle Wealth Management Group, Inc. | 2,679 | $220.3K | 0.14% | +25+0.9% | Added |
| Forum Financial Management, LP | 2,650 | $218.0K | 0.00% | +10.0% | Added |
| Blair William & Co | 2,649 | $217.9K | 0.00% | −100−3.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,566 | $211.1K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 2,566 | $211.1K | 0.00% | +2,566 | New |
| Chickasaw Capital Management LLC | 2,500 | $206.0K | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 2,500 | $205.6K | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,475 | $204.0K | 0.00% | +2,475 | New |
| Barnett & Company, Inc. | 2,468 | $203.0K | 0.13% | −12,500−83.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,500 | $201.5K | 0.00% | +2,500 | New |
| Florida Financial Advisors, LLC | 2,435 | $200.3K | 0.10% | +2,435 | New |
| Vestcor Inc | 2,375 | $195.0K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,200 | $181.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,038 | $168.3K | 0.00% | +509+33.3% | Added |
| Farther Finance Advisors, LLC | 2,006 | $165.0K | 0.01% | −157−7.3% | Reduced |
| Ci Investments Inc. | 1,986 | $163.0K | 0.00% | +461+30.2% | Added |
| Uncommon Cents Investing LLC | 1,805 | $148.5K | 0.04% | +1,805 | New |
| Bartlett & Co. Wealth Management LLC | 1,495 | $123.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,450 | $119.3K | 0.09% | +1,450 | New |
| Walleye Capital LLC | 1,345 | $110.6K | 0.00% | −22,212−94.3% | Reduced |
| Signaturefd, LLC | 1,245 | $102.4K | 0.00% | −167−11.8% | Reduced |
| Solstein Capital, LLC | 1,214 | $99.9K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,149 | $94.0K | 0.00% | +214+22.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,048 | $86.2K | 0.00% | +875+505.8% | Added |
| Caitlin John, LLC | 807 | $77.6K | 0.05% | −99−10.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 900 | $74.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 867 | $72.0K | 0.01% | +867 | New |
| Stone House Investment Management, LLC | 844 | $69.4K | 0.01% | +2+0.2% | Added |
| Parallel Advisors, LLC | 801 | $65.9K | 0.00% | +594+287.0% | Added |
| Federation des caisses Desjardins du Quebec | 775 | $63.7K | 0.00% | +442+132.7% | Added |
| Huntington National Bank | 771 | $63.4K | 0.00% | +71+10.1% | Added |
| Washington Trust Co | 750 | $61.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 688 | $56.6K | 0.00% | +5+0.7% | Added |
| Leonteq Securities AG | 681 | $56.0K | 0.01% | −724−51.5% | Reduced |
| Quadrant Capital Group LLC | 662 | $54.5K | 0.00% | −32−4.6% | Reduced |
| Geneos Wealth Management Inc. | 639 | $52.6K | 0.00% | +400+167.4% | Added |
| Jones Financial Companies LLLP | 588 | $48.6K | 0.00% | +387+192.5% | Added |
| Fifth Third Bancorp | 560 | $46.1K | 0.00% | −210−27.3% | Reduced |
| Bokf, NA | 504 | $42.9K | 0.00% | +4+0.8% | Added |
| Westside Investment Management, Inc. | 520 | $42.8K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $41.1K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 471 | $38.7K | 0.02% | +1+0.2% | Added |
| Wintrust Investments LLC | 418 | $34.0K | 0.03% | −5,312−92.7% | Reduced |
| Covestor Ltd | 411 | $34.0K | 0.02% | −918−69.1% | Reduced |
| GAMMA Investing LLC | 398 | $32.7K | 0.00% | −171−30.1% | Reduced |
| Gladius Capital Management LP | 376 | $30.9K | 0.02% | +376 | New |
| IFP Advisors, Inc | 376 | $30.9K | 0.00% | −140−27.1% | Reduced |
| Larson Financial Group LLC | 346 | $28.5K | 0.00% | +329+1,935.3% | Added |
| Lindbrook Capital, LLC | 314 | $25.8K | 0.00% | −54−14.7% | Reduced |
| First Horizon Advisors, Inc. | 304 | $25.0K | 0.00% | +107+54.3% | Added |