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; 853 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, Q4 2024
Institutional positions in Expand Energy Corp as of Dec 31, 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
- 641
- +184 vs. Q3 2024
- Shares held
- 227.2M
- +71.3M (+45.7%) vs. Q3 2024
- Total value
- $22.6B
- +$9.78B (+76.2%) vs. Q3 2024
- New holders
- 230
- 272 more added
- Sold out
- 46
- 97 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 853 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 294 | $29.3K | 0.00% | +219+292.0% | Added |
| Peoples Bank | 300 | $29.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $29.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 328 | $32.7K | 0.00% | −353−51.8% | Reduced |
| Islay Capital Management, LLC | 353 | $35.1K | 0.02% | +353 | New |
| Key Financial Inc | 355 | $35.3K | 0.01% | +355 | New |
| Smartleaf Asset Management LLC | 383 | $38.2K | 0.00% | +279+268.3% | Added |
| Pinnacle Holdings, LLC | 392 | $39.0K | 0.01% | +392 | New |
| Wintrust Investments LLC | 444 | $44.0K | 0.04% | +26+6.2% | Added |
| Summer Road LLC | 450 | $44.8K | 0.04% | +450 | New |
| Mendota Financial Group, LLC | 470 | $46.8K | 0.03% | −1−0.2% | Reduced |
| Quarry LP | 475 | $47.3K | 0.01% | +475 | New |
| Allworth Financial LP | 454 | $48.6K | 0.00% | +217+91.6% | Added |
| Future Financial Wealth Managment LLC | 500 | $49.8K | 0.04% | −950−65.5% | Reduced |
| Westside Investment Management, Inc. | 500 | $49.8K | 0.01% | −20−3.8% | Reduced |
| Adirondack Trust Co | 500 | $49.8K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 513 | $51.0K | 0.02% | +483+1,610.0% | Added |
| Piscataqua Savings Bank | 520 | $51.8K | 0.04% | +520 | New |
| GeoWealth Management, LLC | 572 | $56.9K | 0.00% | +572 | New |
| Caitong International Asset Management Co., Ltd | 576 | $57.3K | 0.06% | +576 | New |
| Federation des caisses Desjardins du Quebec | 623 | $62.0K | 0.00% | −152−19.6% | Reduced |
| Optiver Holding B.V. | 628 | $62.5K | 0.00% | +628 | New |
| Ci Investments Inc. | 628 | $63.0K | 0.00% | −1,358−68.4% | Reduced |
| Parkside Financial Bank & Trust | 637 | $63.4K | 0.01% | +431+209.2% | Added |
| Massmutual Trust Co FSB | 646 | $64.3K | 0.00% | +471+269.1% | Added |
| Bessemer Group Inc | 652 | $65.0K | 0.00% | +509+355.9% | Added |
| Geneos Wealth Management Inc. | 653 | $65.0K | 0.00% | +14+2.2% | Added |
| Chilton Capital Management LLC | 653 | $65.0K | 0.00% | +632+3,009.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 707 | $70.0K | 0.06% | +707 | New |
| Caitlin John, LLC | 708 | $70.5K | 0.05% | −99−12.3% | Reduced |
| Global Retirement Partners, LLC | 733 | $72.9K | 0.00% | +45+6.5% | Added |
| TD Private Client Wealth LLC | 756 | $75.3K | 0.00% | +756 | New |
| Washington Trust Co | 773 | $77.0K | 0.00% | +23+3.1% | Added |
| Transamerica Financial Advisors, Inc. | 796 | $80.0K | 0.01% | −71−8.2% | Reduced |
| R Squared Ltd | 850 | $84.6K | 0.08% | +850 | New |
| Payden & Rygel | 853 | $85.0K | 0.01% | +853 | New |
| Larson Financial Group LLC | 864 | $86.0K | 0.00% | +518+149.7% | Added |
| SBI Securities Co., Ltd. | 891 | $88.7K | 0.00% | +891 | New |
| Caldwell Sutter Capital, Inc. | 900 | $89.6K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 924 | $92.0K | 0.01% | +610+194.3% | Added |
| Umb Bank N A | 953 | $94.9K | 0.00% | +677+245.3% | Added |
| EverSource Wealth Advisors, LLC | 991 | $98.6K | 0.01% | +819+476.2% | Added |
| Principal Securities, Inc. | 993 | $98.9K | 0.00% | +722+266.4% | Added |
| Jones Financial Companies LLLP | 1,156 | $115.1K | 0.00% | +568+96.6% | Added |
| Truvestments Capital LLC | 1,167 | $116.1K | 0.03% | +1,167 | New |
| Solstein Capital, LLC | 1,214 | $120.9K | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,266 | $126.0K | 0.00% | −2,667−67.8% | Reduced |
| IFP Advisors, Inc | 1,403 | $140.3K | 0.00% | +1,027+273.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,446 | $142.5K | 0.00% | +1,446 | New |
| Northwestern Mutual Wealth Management Co | 1,443 | $143.7K | 0.00% | +395+37.7% | Added |
| Fifth Third Bancorp | 1,495 | $148.8K | 0.00% | +935+167.0% | Added |
| Parallel Advisors, LLC | 1,537 | $153.0K | 0.00% | +736+91.9% | Added |
| Huntington National Bank | 1,738 | $173.0K | 0.00% | +967+125.4% | Added |
| Ronald Blue Trust, Inc. | 1,788 | $178.0K | 0.00% | −2,569−59.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,895 | $188.6K | 0.05% | +1,895 | New |
| GAMMA Investing LLC | 1,967 | $195.8K | 0.02% | +1,569+394.2% | Added |
| Pingora Partners LLC | 2,013 | $200.4K | 0.13% | +2,013 | New |
| Ironwood Investment Management LLC | 2,042 | $203.3K | 0.10% | +2,042 | New |
| Teza Capital Management LLC | 2,063 | $205.4K | 0.03% | −15,040−87.9% | Reduced |
| Coldstream Capital Management Inc | 2,093 | $208.4K | 0.00% | +2,093 | New |
| Florida Financial Advisors, LLC | 2,098 | $208.9K | 0.09% | −337−13.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 2,115 | $210.5K | 0.10% | +2,115 | New |
| Moody Lynn & Lieberson, LLC | 2,125 | $211.5K | 0.01% | +2,125 | New |
| Banco BTG Pactual S.A. | 2,100 | $212.6K | 0.05% | +2,100 | New |
| Quadrant Capital Group LLC | 2,139 | $212.9K | 0.01% | +1,477+223.1% | Added |
| Phillips Wealth Planners LLC | 2,093 | $213.8K | 0.21% | +2,093 | New |
| Sequoia Financial Advisors, LLC | 2,179 | $216.9K | 0.00% | +2,179 | New |
| Horizon Kinetics Asset Management LLC | 2,203 | $219.3K | 0.00% | +2,203 | New |
| Bayforest Capital Ltd | 2,218 | $220.8K | 0.28% | +2,218 | New |
| Cigna Investments Inc | 2,217 | $221.0K | 0.04% | +2,217 | New |
| Signaturefd, LLC | 2,249 | $223.9K | 0.00% | +1,004+80.6% | Added |
| Essex Savings Bank | 2,270 | $226.0K | 0.06% | +2,270 | New |
| Transcend Wealth Collective, LLC | 2,272 | $226.2K | 0.02% | +2,272 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,285 | $227.0K | 0.00% | +2,285 | New |
| Pinnacle Wealth Management Group, Inc. | 2,283 | $227.3K | 0.14% | −396−14.8% | Reduced |
| Ritholtz Wealth Management | 2,299 | $228.9K | 0.01% | +2,299 | New |
| Bartlett & Co. Wealth Management LLC | 2,312 | $230.2K | 0.00% | +817+54.6% | Added |
| Cim Investment Mangement Inc | 2,320 | $231.0K | 0.07% | +2,320 | New |
| Corsair Capital Management, L.P. | 2,362 | $235.1K | 0.05% | +2,362 | New |
| McGowan Group Asset Management, Inc. | 2,367 | $235.6K | 0.03% | +2,367 | New |
| Vestcor Inc | 2,375 | $236.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,389 | $237.8K | 0.01% | +2,389 | New |
| Portfolio Design Labs, LLC | 2,390 | $237.9K | 0.05% | +2,390 | New |
| Northwest & Ethical Investments L.P. | 2,400 | $238.6K | 0.01% | +200+9.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,943 | $240.0K | 0.00% | +2,943 | New |
| E&G Advisors, LP | 2,423 | $241.2K | 0.07% | +2,423 | New |
| Oakworth Capital, Inc. | 2,435 | $242.4K | 0.02% | +2,435 | New |
| Thoroughbred Financial Services, LLC | 2,475 | $246.0K | 0.02% | +2,475 | New |
| Prelude Capital Management, LLC | 2,489 | $247.8K | 0.02% | −613−19.8% | Reduced |
| Trust Point Inc. | 2,510 | $249.9K | 0.02% | +2,510 | New |
| Moody Aldrich Partners LLC | 2,514 | $250.3K | 0.05% | +2,514 | New |
| Chickasaw Capital Management LLC | 2,534 | $252.0K | 0.01% | +34+1.4% | Added |
| Atomi Financial Group, Inc. | 2,551 | $254.0K | 0.01% | +2,551 | New |
| Savant Capital, LLC | 2,699 | $268.7K | 0.00% | +2,699 | New |
| Terril Brothers, Inc. | 2,700 | $268.8K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,725 | $271.3K | 0.00% | +2,725 | New |
| Washburn Capital Management, Inc. | 2,800 | $278.7K | 0.17% | +2,800 | New |
| CWM, LLC | 2,824 | $281.0K | 0.00% | +1,675+145.8% | Added |
| HB Wealth Management, LLC | 2,843 | $283.1K | 0.00% | +2,843 | New |
| Metis Global Partners, LLC | 2,857 | $284.4K | 0.01% | +2,857 | New |