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 |
|---|---|---|---|---|---|
| Bandera Partners LLC | 95,000 | $9.46M | 3.60% | 00.0% | Unchanged |
| Jane Street Group, LLC | 98,160 | $9.77M | 0.02% | +6,079+6.6% | Added |
| Picton Mahoney Asset Management | 98,557 | $9.81M | 0.37% | +10,914+12.5% | Added |
| Long Focus Capital Management, LLC | 100,300 | $9.98M | 0.76% | 00.0% | Unchanged |
| Alta Fundamental Advisers LLC | 100,740 | $10.0M | 3.71% | 00.0% | Unchanged |
| Amalgamated Bank | 100,889 | $10.0M | 0.08% | +1,528+1.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 100,943 | $10.0M | 0.02% | +4,589+4.8% | Added |
| Treasurer of the State of North Carolina | 101,449 | $10.1M | 0.04% | +38,067+60.1% | Added |
| New York State Common Retirement Fund | 102,184 | $10.2M | 0.01% | +35,631+53.5% | Added |
| American Century Companies Inc | 102,358 | $10.2M | 0.01% | −58,706−36.4% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 109,031 | $10.3M | 2.12% | −3,480−3.1% | Reduced |
| Public Employees Retirement System of Ohio | 105,126 | $10.5M | 0.04% | +27,487+35.4% | Added |
| Envestnet Asset Management Inc | 107,937 | $10.7M | 0.00% | +59,117+121.1% | Added |
| Victory Capital Management Inc | 112,427 | $11.2M | 0.01% | −13,419−10.7% | Reduced |
| Employees Retirement System of Texas | 113,352 | $11.3M | 0.10% | 00.0% | Unchanged |
| HSBC Holdings PLC | 115,045 | $11.5M | 0.01% | +17,073+17.4% | Added |
| MetLife Investment Management | 118,876 | $11.8M | 0.06% | +60,860+104.9% | Added |
| Man Group plc | 121,843 | $12.1M | 0.04% | +72,243+145.7% | Added |
| ExodusPoint Capital Management, LP | 124,925 | $12.4M | 0.13% | +124,925 | New |
| Janney Capital Management LLC | 125,150 | $12.5M | 0.82% | −1,942−1.5% | Reduced |
| Susquehanna International Group, LLP | 131,959 | $13.1M | 0.02% | −4,491−3.3% | Reduced |
| Citigroup Inc | 136,495 | $13.6M | 0.01% | +8,068+6.3% | Added |
| Mutual of America Capital Management LLC | 146,616 | $14.6M | 0.16% | +78,728+116.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,009 | $15.2M | 0.01% | +12,777+9.2% | Added |
| Susquehanna Fundamental Investments, LLC | 156,587 | $15.6M | 0.26% | +156,587 | New |
| Great Lakes Advisors, LLC | 158,863 | $15.8M | 0.14% | +158,863 | New |
| Allianz Asset Management GmbH | 158,914 | $15.8M | 0.02% | +2,325+1.5% | Added |
| Goodlander Investment Management, LLC | 160,000 | $15.9M | 11.72% | +160,000 | New |
| STRS Ohio | 160,180 | $15.9M | 0.06% | +160,180 | New |
| Kempen Capital Management N.V. | 160,816 | $16.0M | 0.16% | −3,619−2.2% | Reduced |
| Korea Investment CORP | 165,177 | $16.4M | 0.04% | +128,793+354.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 167,220 | $16.6M | 0.04% | +7,933+5.0% | Added |
| New York State Teachers Retirement System | 169,142 | $16.8M | 0.04% | +90,424+114.9% | Added |
| Bank of Montreal | 170,609 | $17.0M | 0.01% | +111,984+191.0% | Added |
| Hancock Prospecting Pty Ltd | 171,804 | $17.1M | 1.29% | +171,804 | New |
| CIBC Private Wealth Group, LLC | 167,566 | $17.2M | 0.03% | −127,955−43.3% | Reduced |
| Hodges Capital Management Inc. | 178,500 | $17.8M | 1.06% | +72,215+67.9% | Added |
| Pennant Investors, LP | 180,000 | $17.9M | 5.32% | +180,000 | New |
| Danske Bank A/S | 180,893 | $18.0M | 0.05% | +39,685+28.1% | Added |
| LSP Investment Advisors, LLC | 181,817 | $18.1M | 12.63% | +48,130+36.0% | Added |
| Royal Bank of Canada | 187,540 | $18.7M | 0.00% | +60,830+48.0% | Added |
| State Board of Administration of Florida Retirement System | 198,688 | $19.8M | 0.04% | +84,207+73.6% | Added |
| Wedge Capital Management L L P | 200,147 | $19.9M | 0.36% | −118,211−37.1% | Reduced |
| Manufacturers Life Insurance Company, The | 206,934 | $20.6M | 0.02% | +85,900+71.0% | Added |
| HITE Hedge Asset Management LLC | 207,337 | $20.6M | 1.51% | +207,337 | New |
| Russell Investments Group, Ltd. | 218,701 | $21.8M | 0.03% | +145,226+197.7% | Added |
| State of Wisconsin Investment Board | 221,884 | $22.1M | 0.06% | +75,308+51.4% | Added |
| Tocqueville Asset Management L.P. | 230,805 | $23.0M | 0.36% | +230,805 | New |
| Jennison Associates LLC | 234,452 | $23.3M | 0.01% | +36,740+18.6% | Added |
| Patient Capital Management, LLC | 236,911 | $23.6M | 1.09% | +227+0.1% | Added |
| Corebridge Financial, Inc. | 238,038 | $23.7M | 0.13% | +105,939+80.2% | Added |
| Teachers Retirement System of the State of Kentucky | 241,764 | $24.1M | 0.21% | +158,241+189.5% | Added |
| California State Teachers Retirement System | 244,956 | $24.4M | 0.03% | +78,008+46.7% | Added |
| Mackenzie Financial Corp | 276,295 | $27.5M | 0.04% | +163,494+144.9% | Added |
| Holocene Advisors, LP | 280,308 | $27.9M | 0.09% | +280,308 | New |
| Wells Fargo & Company | 288,223 | $28.7M | 0.01% | +184,606+178.2% | Added |
| Levin Capital Strategies, L.P. | 294,917 | $29.4M | 2.80% | −30,905−9.5% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 295,000 | $29.4M | 0.45% | +130,000+78.8% | Added |
| Marshall Wace, LLP | 300,324 | $29.9M | 0.04% | +202,323+206.4% | Added |
| National Pension Service | 317,200 | $31.6M | 0.03% | +317,200 | New |
| Van Eck Associates Corp | 319,481 | $31.8M | 0.04% | +117,561+58.2% | Added |
| Capital World Investors | 326,367 | $32.5M | 0.00% | −367,444−53.0% | Reduced |
| Two Creeks Capital Management, LP | 347,105 | $34.6M | 2.11% | +347,105 | New |
| Deutsche Bank AG | 362,981 | $36.1M | 0.01% | +172,435+90.5% | Added |
| CBOE Vest Financial, LLC | 367,303 | $36.6M | 0.65% | +5,557+1.5% | Added |
| TD Asset Management Inc | 367,799 | $36.6M | 0.03% | +94,399+34.5% | Added |
| Alliancebernstein L.P. | 380,851 | $37.9M | 0.01% | +222,761+140.9% | Added |
| Schwartz Investment Counsel Inc | 382,720 | $38.1M | 1.37% | 00.0% | Unchanged |
| Mercuria Capital Strategies, LLC | 388,042 | $38.6M | 14.49% | +388,042 | New |
| California Public Employees Retirement System | 392,209 | $39.0M | 0.03% | +144,125+58.1% | Added |
| Clough Capital Partners L P | 394,728 | $39.3M | 4.50% | +246,204+165.8% | Added |
| Ninepoint Partners LP | 400,000 | $39.8M | 6.33% | +400,000 | New |
| Canoe Financial LP | 427,600 | $42.5M | 0.69% | +300,500+236.4% | Added |
| Barclays PLC | 427,405 | $42.5M | 0.02% | +186,709+77.6% | Added |
| EnCap Partners GP, LLC | 435,857 | $43.4M | 11.26% | +435,857 | New |
| Deprince Race & Zollo Inc | 436,176 | $43.4M | 0.86% | −115,009−20.9% | Reduced |
| Clearbridge Investments, LLC | 439,314 | $43.7M | 0.04% | −244−0.1% | Reduced |
| Retirement Systems of Alabama | 457,436 | $45.5M | 0.17% | +151,488+49.5% | Added |
| Natixis Advisors, L.P. | 464,963 | $46.3M | 0.09% | +464,963 | New |
| Sourcerock Group LLC | 467,571 | $46.5M | 3.31% | +132,514+39.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 476,120 | $47.4M | 0.03% | +271,225+132.4% | Added |
| Merewether Investment Management, LP | 499,891 | $49.8M | 1.99% | +499,891 | New |
| Raymond James Financial Inc | 503,109 | $50.1M | 0.02% | +503,109 | New |
| Waratah Capital Advisors Ltd. | 517,195 | $51.5M | 2.88% | −146,063−22.0% | Reduced |
| Macquarie Group Ltd | 529,677 | $52.7M | 0.06% | +62,433+13.4% | Added |
| Neuberger Berman Group LLC | 538,564 | $53.6M | 0.04% | +264,814+96.7% | Added |
| Primecap Management Co | 574,518 | $57.2M | 0.04% | +574,518 | New |
| Swiss National Bank | 576,956 | $57.4M | 0.04% | +196,556+51.7% | Added |
| Rhumbline Advisers | 614,703 | $61.2M | 0.05% | +614,703 | New |
| Encap Energy Capital Fund VIII, L.P. | 643,621 | $64.1M | 37.68% | +643,621 | New |
| Janus Henderson Group PLC | 662,381 | $65.9M | 0.03% | +48,279+7.9% | Added |
| Legal & General Group Plc | 665,293 | $66.2M | 0.02% | +138,629+26.3% | Added |
| Principal Financial Group Inc | 672,068 | $66.9M | 0.04% | +192,656+40.2% | Added |
| UBS Group AG | 760,799 | $75.7M | 0.02% | +557,405+274.1% | Added |
| Spears Abacus Advisors LLC | 762,266 | $75.9M | 1.56% | +73,073+10.6% | Added |
| Goldman Sachs Group Inc | 799,454 | $79.6M | 0.02% | +480,209+150.4% | Added |
| Amundi | 777,846 | $80.1M | 0.03% | +313,088+67.4% | Added |
| Ceredex Value Advisors LLC | 819,274 | $81.6M | 1.65% | −354,736−30.2% | Reduced |
| Sagefield Capital LP | 827,610 | $82.4M | 8.94% | +539,656+187.4% | Added |
| Kopernik Global Investors, LLC | 919,945 | $91.6M | 9.79% | +919,945 | New |