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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 300 | $24.7K | 0.02% | +100+50.0% | Added |
| Criterion Capital Advisors, LLC | 280 | $23.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 276 | $22.7K | 0.00% | +186+206.7% | Added |
| Princeton Global Asset Management LLC | 275 | $22.6K | 0.00% | −326−54.2% | Reduced |
| Principal Securities, Inc. | 271 | $22.3K | 0.00% | −11−3.9% | Reduced |
| Nierenberg Investment Management Company, Inc. | 255 | $21.0K | 0.01% | +255 | New |
| GWM Advisors LLC | 254 | $20.9K | 0.00% | −41−13.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 249 | $20.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 243 | $20.0K | 0.00% | +41+20.3% | Added |
| Allworth Financial LP | 237 | $19.5K | 0.00% | −20−7.8% | Reduced |
| Spire Wealth Management | 225 | $18.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 220 | $18.1K | 0.01% | +97+78.9% | Added |
| Parkside Financial Bank & Trust | 206 | $17.0K | 0.00% | −48−18.9% | Reduced |
| Bangor Savings Bank | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 180 | $14.8K | 0.00% | +80+80.0% | Added |
| Massmutual Trust Co FSB | 175 | $14.4K | 0.00% | +168+2,400.0% | Added |
| EverSource Wealth Advisors, LLC | 172 | $14.1K | 0.00% | −63−26.8% | Reduced |
| Reuter James Wealth Management, LLC | 161 | $13.3K | 0.00% | +161 | New |
| Indiana Trust & Investment Management CO | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 143 | $12.0K | 0.00% | +74+107.2% | Added |
| Private Trust Co NA | 126 | $10.4K | 0.00% | −71−36.0% | Reduced |
| Anchor Investment Management, LLC | 121 | $9.95K | 0.00% | −19−13.6% | Reduced |
| AdvisorNet Financial, Inc | 112 | $9.21K | 0.00% | −24−17.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 105 | $8.64K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 104 | $8.59K | 0.00% | +84+420.0% | Added |
| Hilltop National Bank | 100 | $8.22K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $8.22K | 0.00% | +100 | New |
| Financial Management Professionals, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 99 | $8.00K | 0.00% | +99 | New |
| Harbour Investments, Inc. | 90 | $7.40K | 0.00% | −15−14.3% | Reduced |
| Amitell Capital Pte Ltd | 87 | $7.16K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $7.07K | 0.00% | +13+17.8% | Added |
| SRS Capital Advisors, Inc. | 78 | $6.42K | 0.00% | +22+39.3% | Added |
| Allspring Global Investments Holdings, LLC | 75 | $6.17K | 0.00% | +52+226.1% | Added |
| Tanglewood Legacy Advisors, LLC | 74 | $6.09K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 73 | $6.02K | 0.00% | +16+28.1% | Added |
| First United Bank Trust | 60 | $4.93K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 58 | $4.77K | 0.00% | −204−77.9% | Reduced |
| Colonial Trust Advisors | 55 | $4.52K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 51 | $4.20K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 46 | $3.78K | 0.00% | −5,302−99.1% | Reduced |
| FinTrust Capital Advisors, LLC | 44 | $3.62K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $3.46K | 0.00% | −43−50.6% | Reduced |
| Farmers & Merchants Investments Inc | 42 | $3.46K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 35 | $2.88K | 0.00% | +4+12.9% | Added |
| Skopos Labs, Inc. | 30 | $2.47K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 29 | $2.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $2.30K | 0.00% | −27−49.1% | Reduced |
| Sachetta, LLC | 27 | $2.22K | 0.00% | +9+50.0% | Added |
| Capital Analysts, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Olistico Wealth, LLC | 24 | $1.97K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $1.81K | 0.00% | −69−75.8% | Reduced |
| Chilton Capital Management LLC | 21 | $1.73K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 20 | $1.65K | 0.00% | +1+5.3% | Added |
| Golden State Equity Partners | 19 | $1.56K | 0.00% | +19 | New |
| CoreCap Advisors, LLC | 16 | $1.32K | 0.00% | +16 | New |
| Hantz Financial Services, Inc. | 7 | $1.00K | 0.00% | −54−88.5% | Reduced |
| Rothschild Investment LLC | 11 | $905 | 0.00% | +5+83.3% | Added |
| True Wealth Design, LLC | 8 | $658 | 0.00% | −2−20.0% | Reduced |
| Capital Performance Advisors LLP | 6 | $494 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 5 | $412 | 0.00% | +3+150.0% | Added |
| Valued Wealth Advisors LLC | 4 | $330 | 0.00% | −14−77.8% | Reduced |
| Mather Group, LLC. | 2 | $165 | 0.00% | −681−99.7% | Reduced |
| Ashton Thomas Securities, LLC | 2 | $165 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $83 | 0.00% | +1 | New |
| 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 |