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, 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 | 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, 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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 9,241 | $919.9K | 0.01% | −3,646−28.3% | Reduced |
| Toroso Investments, LLC | 9,423 | $938.1K | 0.01% | +6,512+223.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,451 | $940.8K | 0.00% | −19,366−67.2% | Reduced |
| TownSquare Capital, LLC | 9,646 | $960.2K | 0.01% | +4,277+79.7% | Added |
| CI Private Wealth, LLC | 9,658 | $961.5K | 0.00% | +9,658 | New |
| Prudential PLC | 9,750 | $970.6K | 0.00% | +9,750 | New |
| Nisa Investment Advisors, LLC | 9,812 | $976.8K | 0.00% | +9,754+16,817.2% | Added |
| ProShare Advisors LLC | 9,832 | $978.8K | 0.00% | +4,963+101.9% | Added |
| Sequent Asset Management, LLC | 9,934 | $988.9K | 0.49% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,958 | $991.3K | 0.00% | +9,958 | New |
| Mariner Investment Group LLC | 10,000 | $995.5K | 0.20% | +10,000 | New |
| Nordea Investment Management AB | 10,006 | $998.1K | 0.00% | +3,784+60.8% | Added |
| CVA Family Office, LLC | 10,141 | $1.01M | 0.16% | +59+0.6% | Added |
| First Eagle Investment Management, LLC | 10,293 | $1.02M | 0.00% | +100+1.0% | Added |
| The PNC Financial Services Group, Inc. | 10,322 | $1.03M | 0.00% | +7,490+264.5% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,470 | $1.04M | 0.78% | +10,470 | New |
| Pitcairn Co | 10,526 | $1.05M | 0.06% | +10,526 | New |
| AAFMAA Wealth Management & Trust LLC | 10,555 | $1.05M | 0.46% | −2,658−20.1% | Reduced |
| Intech Investment Management LLC | 10,683 | $1.06M | 0.01% | 00.0% | Unchanged |
| Huber Capital Management LLC | 10,690 | $1.06M | 0.21% | −10,624−49.8% | Reduced |
| Moran Wealth Management, LLC | 10,733 | $1.07M | 0.03% | +10,733 | New |
| Two Sigma Securities, LLC | 10,828 | $1.08M | 0.20% | +10,828 | New |
| Erste Asset Management GmbH | 11,300 | $1.09M | 0.01% | +11,300 | New |
| Exchange Traded Concepts, LLC | 11,000 | $1.10M | 0.02% | +486+4.6% | Added |
| Davenport & Co LLC | 11,012 | $1.10M | 0.01% | +934+9.3% | Added |
| Stephens Inc | 11,293 | $1.12M | 0.02% | +3,517+45.2% | Added |
| Pathstone Holdings, LLC | 11,295 | $1.12M | 0.00% | +6,077+116.5% | Added |
| Advisors Asset Management, Inc. | 11,308 | $1.13M | 0.02% | −1,371−10.8% | Reduced |
| Ingalls & Snyder LLC | 11,357 | $1.13M | 0.04% | +11,357 | New |
| CIBC Asset Management Inc | 11,438 | $1.14M | 0.00% | +7,644+201.5% | Added |
| Sanctuary Advisors, LLC | 11,168 | $1.15M | 0.01% | −2,038−15.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,590 | $1.15M | 0.04% | +4,933+74.1% | Added |
| QRG Capital Management, Inc. | 11,630 | $1.16M | 0.01% | +7,228+164.2% | Added |
| Aurora Investment Counsel | 11,710 | $1.17M | 0.64% | 00.0% | Unchanged |
| Arosa Capital Management LP | 12,000 | $1.19M | 0.79% | +12,000 | New |
| Alden Global Capital LLC | 12,107 | $1.21M | 1.17% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,183 | $1.21M | 0.01% | +10,838+805.8% | Added |
| Maryland State Retirement & Pension System | 12,527 | $1.25M | 0.03% | +5,025+67.0% | Added |
| Marathon Capital Management | 12,606 | $1.25M | 0.31% | +12,606 | New |
| Union Bancaire Privee, UBP SA | 13,692 | $1.26M | 0.02% | +13,692 | New |
| Gilder Gagnon Howe & Co LLC | 12,689 | $1.26M | 0.01% | −279−2.2% | Reduced |
| GTS Securities LLC | 12,843 | $1.28M | 0.06% | +12,843 | New |
| Braun Stacey Associates Inc | 13,075 | $1.30M | 0.05% | −800−5.8% | Reduced |
| Gulf International Bank (UK) Ltd | 13,102 | $1.30M | 0.03% | +4,084+45.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,415 | $1.33M | 0.00% | +8,296+162.1% | Added |
| WSFS Capital Management, LLC | 13,446 | $1.34M | 0.07% | +13,446 | New |
| Tower Research Capital LLC (TRC) | 13,458 | $1.34M | 0.03% | +9,817+269.6% | Added |
| United Services Automobile Association | 13,523 | $1.35M | 0.04% | +13,523 | New |
| Steward Partners Investment Advisory, LLC | 13,553 | $1.35M | 0.01% | +13,373+7,429.4% | Added |
| Crossmark Global Holdings, Inc. | 13,645 | $1.36M | 0.02% | +5,632+70.3% | Added |
| Sterling Capital Management LLC | 13,707 | $1.36M | 0.02% | +13,707 | New |
| Aft, Forsyth & Sober, LLC | 14,000 | $1.39M | 0.45% | 00.0% | Unchanged |
| First American Bank | 14,290 | $1.42M | 0.10% | +14,290 | New |
| TCW Group Inc | 14,358 | $1.43M | 0.01% | +14,358 | New |
| National Bank of Canada | 17,409 | $1.43M | 0.00% | −12,749−42.3% | Reduced |
| Clear Harbor Asset Management, LLC | 14,641 | $1.46M | 0.12% | +261+1.8% | Added |
| Franklin Resources Inc | 14,785 | $1.47M | 0.00% | +5,112+52.8% | Added |
| Miracle Mile Advisors, LLC | 14,865 | $1.48M | 0.03% | +14,865 | New |
| JustInvest LLC | 14,935 | $1.49M | 0.02% | +14,935 | New |
| Ostrum Asset Management | 15,016 | $1.49M | 0.13% | −10,669−41.5% | Reduced |
| Vident Advisory, LLC | 15,076 | $1.50M | 0.03% | −6,216−29.2% | Reduced |
| Arkadios Wealth Advisors | 15,260 | $1.52M | 0.08% | +15,260 | New |
| Mfg Wealth Management, Inc. | 15,356 | $1.53M | 1.40% | +15,356 | New |
| Balyasny Asset Management LLC | 15,661 | $1.56M | 0.00% | −576,528−97.4% | Reduced |
| Securian Asset Management, Inc | 15,893 | $1.58M | 0.05% | +7,217+83.2% | Added |
| APG Asset Management N.V. | 16,507 | $1.59M | 0.00% | +16,507 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,997 | $1.59M | 0.01% | −263,581−94.3% | Reduced |
| Guggenheim Capital LLC | 16,256 | $1.62M | 0.01% | −4,242−20.7% | Reduced |
| KBC Group NV | 16,937 | $1.69M | 0.00% | +9,874+139.8% | Added |
| NYL Investors LLC | 17,058 | $1.70M | 0.15% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 17,077 | $1.70M | 2.19% | −15,355−47.3% | Reduced |
| Centiva Capital, LP | 17,146 | $1.71M | 0.06% | +17,146 | New |
| Elo Mutual Pension Insurance Co | 17,577 | $1.75M | 0.04% | +17,577 | New |
| Merit Financial Group, LLC | 17,720 | $1.76M | 0.03% | +17,720 | New |
| Janney Montgomery Scott LLC | 17,750 | $1.77M | 0.00% | +3,181+21.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,908 | $1.78M | 0.02% | +9,691+117.9% | Added |
| Schroder Investment Management Group | 18,186 | $1.82M | 0.00% | +610+3.5% | Added |
| HighTower Advisors, LLC | 18,309 | $1.82M | 0.00% | +6,838+59.6% | Added |
| AlphaCore Capital LLC | 18,429 | $1.83M | 0.40% | +18,429 | New |
| DC Investments Management, LLC | 18,706 | $1.86M | 1.22% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 18,810 | $1.87M | 0.81% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 18,960 | $1.89M | 1.70% | +18,960 | New |
| iA Global Asset Management Inc. | 19,000 | $1.89M | 0.03% | +19,000 | New |
| Cetera Investment Advisers | 19,243 | $1.92M | 0.00% | +15,280+385.6% | Added |
| Nierenberg Investment Management Company, Inc. | 19,555 | $1.95M | 1.14% | +19,300+7,568.6% | Added |
| Estate Counselors, LLC | 19,830 | $1.97M | 0.21% | 00.0% | Unchanged |
| Sig Brokerage, LP | 19,964 | $1.99M | 0.93% | +19,964 | New |
| GeoSphere Capital Management, LLC | 20,000 | $1.99M | 2.00% | −7,000−25.9% | Reduced |
| Uhlmann Price Securities, LLC | 20,012 | $1.99M | 1.50% | +9,200+85.1% | Added |
| Federated Hermes, Inc. | 20,181 | $2.01M | 0.00% | +10,815+115.5% | Added |
| Independent Advisor Alliance | 20,502 | $2.04M | 0.03% | +13,039+174.7% | Added |
| Manning & Napier Advisors LLC | 20,920 | $2.08M | 0.02% | −13,522−39.3% | Reduced |
| Brinker Capital Investments, LLC | 21,271 | $2.12M | 0.02% | +1,369+6.9% | Added |
| Orion Portfolio Solutions, LLC | 21,271 | $2.12M | 0.02% | +1,369+6.9% | Added |
| Daiwa Securities Group Inc. | 21,949 | $2.19M | 0.01% | +13,536+160.9% | Added |
| Public Employees Retirement Association of Colorado | 22,188 | $2.21M | 0.01% | +10,265+86.1% | Added |
| Graham Capital Management, L.P. | 22,499 | $2.24M | 0.07% | +22,499 | New |
| Gradient Investments LLC | 22,659 | $2.26M | 0.05% | +22,659 | New |
| Nissay Asset Management Corp | 24,284 | $2.35M | 0.01% | +10,924+81.8% | Added |
| Cresset Asset Management, LLC | 23,632 | $2.35M | 0.01% | +1,442+6.5% | Added |