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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 187,540 | $18.7M | 0.00% | +60,830+48.0% | Added |
| LSP Investment Advisors, LLC | 181,817 | $18.1M | 12.63% | +48,130+36.0% | Added |
| Danske Bank A/S | 180,893 | $18.0M | 0.05% | +39,685+28.1% | Added |
| Pennant Investors, LP | 180,000 | $17.9M | 5.32% | +180,000 | New |
| Hodges Capital Management Inc. | 178,500 | $17.8M | 1.06% | +72,215+67.9% | Added |
| CIBC Private Wealth Group, LLC | 167,566 | $17.2M | 0.03% | −127,955−43.3% | Reduced |
| Hancock Prospecting Pty Ltd | 171,804 | $17.1M | 1.29% | +171,804 | New |
| Bank of Montreal | 170,609 | $17.0M | 0.01% | +111,984+191.0% | Added |
| New York State Teachers Retirement System | 169,142 | $16.8M | 0.04% | +90,424+114.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 167,220 | $16.6M | 0.04% | +7,933+5.0% | Added |
| Korea Investment CORP | 165,177 | $16.4M | 0.04% | +128,793+354.0% | Added |
| Kempen Capital Management N.V. | 160,816 | $16.0M | 0.16% | −3,619−2.2% | Reduced |
| STRS Ohio | 160,180 | $15.9M | 0.06% | +160,180 | New |
| Goodlander Investment Management, LLC | 160,000 | $15.9M | 11.72% | +160,000 | New |
| Allianz Asset Management GmbH | 158,914 | $15.8M | 0.02% | +2,325+1.5% | Added |
| Great Lakes Advisors, LLC | 158,863 | $15.8M | 0.14% | +158,863 | New |
| Susquehanna Fundamental Investments, LLC | 156,587 | $15.6M | 0.26% | +156,587 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,009 | $15.2M | 0.01% | +12,777+9.2% | Added |
| Mutual of America Capital Management LLC | 146,616 | $14.6M | 0.16% | +78,728+116.0% | Added |
| Citigroup Inc | 136,495 | $13.6M | 0.01% | +8,068+6.3% | Added |
| Susquehanna International Group, LLP | 131,959 | $13.1M | 0.02% | −4,491−3.3% | Reduced |
| Janney Capital Management LLC | 125,150 | $12.5M | 0.82% | −1,942−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 124,925 | $12.4M | 0.13% | +124,925 | New |
| Man Group plc | 121,843 | $12.1M | 0.04% | +72,243+145.7% | Added |
| MetLife Investment Management | 118,876 | $11.8M | 0.06% | +60,860+104.9% | Added |
| HSBC Holdings PLC | 115,045 | $11.5M | 0.01% | +17,073+17.4% | Added |
| Employees Retirement System of Texas | 113,352 | $11.3M | 0.10% | 00.0% | Unchanged |
| Victory Capital Management Inc | 112,427 | $11.2M | 0.01% | −13,419−10.7% | Reduced |
| Envestnet Asset Management Inc | 107,937 | $10.7M | 0.00% | +59,117+121.1% | Added |
| Public Employees Retirement System of Ohio | 105,126 | $10.5M | 0.04% | +27,487+35.4% | Added |
| Goehring & Rozencwajg Associates, LLC | 109,031 | $10.3M | 2.12% | −3,480−3.1% | Reduced |
| American Century Companies Inc | 102,358 | $10.2M | 0.01% | −58,706−36.4% | Reduced |
| New York State Common Retirement Fund | 102,184 | $10.2M | 0.01% | +35,631+53.5% | Added |
| Treasurer of the State of North Carolina | 101,449 | $10.1M | 0.04% | +38,067+60.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 100,943 | $10.0M | 0.02% | +4,589+4.8% | Added |
| Amalgamated Bank | 100,889 | $10.0M | 0.08% | +1,528+1.5% | Added |
| Alta Fundamental Advisers LLC | 100,740 | $10.0M | 3.71% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 100,300 | $9.98M | 0.76% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 98,557 | $9.81M | 0.37% | +10,914+12.5% | Added |
| Jane Street Group, LLC | 98,160 | $9.77M | 0.02% | +6,079+6.6% | Added |
| Bandera Partners LLC | 95,000 | $9.46M | 3.60% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 94,309 | $9.39M | 0.01% | +6,381+7.3% | Added |
| Comerica Bank | 93,228 | $9.28M | 0.04% | +16,131+20.9% | Added |
| State of Tennessee, Treasury Department | 92,659 | $9.22M | 0.03% | +35,255+61.4% | Added |
| River Road Asset Management, LLC | 92,101 | $9.17M | 0.12% | +92,101 | New |
| Twin Tree Management, LP | 85,805 | $8.54M | 0.21% | +23,045+36.7% | Added |
| King Luther Capital Management Corp | 84,717 | $8.43M | 0.04% | +81,467+2,506.7% | Added |
| Pennant Select, LLC | 84,000 | $8.36M | 6.41% | +84,000 | New |
| Easterly Investment Partners LLC | 83,588 | $8.32M | 0.65% | −12,353−12.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 83,323 | $8.29M | 0.08% | +83,323 | New |
| Cohen & Steers, Inc. | 82,800 | $8.24M | 0.02% | +82,800 | New |
| Stifel Financial Corp | 81,949 | $8.16M | 0.01% | −11,216−12.0% | Reduced |
| Lonestar Capital Management LLC | 80,581 | $8.02M | 6.71% | +80,581 | New |
| SEI Investments Co | 80,347 | $8.00M | 0.01% | +54,569+211.7% | Added |
| Pinnbrook Capital Management LP | 79,825 | $7.95M | 2.79% | +79,825 | New |
| Yousif Capital Management, LLC | 78,428 | $7.81M | 0.09% | +35,947+84.6% | Added |
| Brigade Capital Management, LP | 78,386 | $7.80M | 15.03% | +1,266+1.6% | Added |
| BNP Paribas Arbitrage, SA | 77,698 | $7.73M | 0.01% | +77,698 | New |
| State of New Jersey Common Pension Fund D | 76,726 | $7.64M | 0.03% | +37,542+95.8% | Added |
| OnyxPoint Global Management LP | 76,275 | $7.59M | 3.59% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 74,668 | $7.43M | 2.67% | +24,668+49.3% | Added |
| Concorde Financial Corp | 74,294 | $7.40M | 4.40% | +38+0.1% | Added |
| Caxton Associates LP | 73,038 | $7.27M | 0.23% | +62,862+617.7% | Added |
| Asset Management One Co.,Ltd. | 74,343 | $7.18M | 0.02% | +34,818+88.1% | Added |
| Empowered Funds, LLC | 71,322 | $7.10M | 0.10% | −10,966−13.3% | Reduced |
| Rafferty Asset Management, LLC | 69,705 | $6.94M | 0.02% | −12,855−15.6% | Reduced |
| Summit Financial, LLC | 69,116 | $6.88M | 0.24% | +69,116 | New |
| Adams Natural Resources Fund, Inc. | 65,100 | $6.48M | 1.02% | +9,600+17.3% | Added |
| State of Michigan Retirement System | 64,906 | $6.46M | 0.03% | +33,606+107.4% | Added |
| GF Fund Management Co. Ltd. | 63,144 | $6.29M | 0.14% | +63,144 | New |
| L & S Advisors Inc | 62,369 | $6.21M | 0.68% | +62,369 | New |
| Hartree Partners, LP | 61,938 | $6.17M | 2.30% | −284,158−82.1% | Reduced |
| Nicholas Investment Partners, LP | 61,500 | $6.12M | 0.54% | 00.0% | Unchanged |
| LPL Financial LLC | 60,699 | $6.04M | 0.00% | +17,479+40.4% | Added |
| Nomura Asset Management Co Ltd | 60,338 | $6.01M | 0.02% | +28,070+87.0% | Added |
| Arizona State Retirement System | 59,302 | $5.90M | 0.04% | +27,388+85.8% | Added |
| Resona Asset Management Co.,Ltd. | 59,485 | $5.90M | 0.03% | +2,531+4.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,245 | $5.90M | 0.02% | +36,536+160.9% | Added |
| Louisiana State Employees Retirement System | 58,404 | $5.81M | 0.11% | +27,504+89.0% | Added |
| Ensign Peak Advisors, Inc | 58,106 | $5.78M | 0.01% | −148−0.3% | Reduced |
| Moore Capital Management, LP | 57,627 | $5.74M | 0.11% | +14,499+33.6% | Added |
| Pinebridge Investments, L.P. | 56,407 | $5.62M | 0.04% | +39,089+225.7% | Added |
| KLP Kapitalforvaltning AS | 55,932 | $5.57M | 0.03% | +55,932 | New |
| Ameritas Investment Partners, Inc. | 53,811 | $5.36M | 0.17% | +19,218+55.6% | Added |
| Hiddenite Capital Partners LP | 52,500 | $5.23M | 3.59% | +40,000+320.0% | Added |
| Gotham Asset Management, LLC | 52,273 | $5.20M | 0.05% | +13,405+34.5% | Added |
| Energy Income Partners, LLC | 52,150 | $5.19M | 0.11% | +52,150 | New |
| Interval Partners, LP | 51,634 | $5.14M | 0.13% | −59,898−53.7% | Reduced |
| AQR Capital Management LLC | 51,562 | $5.13M | 0.01% | +35,206+215.2% | Added |
| Hood River Capital Management LLC | 50,964 | $5.07M | 0.07% | +50,964 | New |
| Woodstock Corp | 50,721 | $5.05M | 0.49% | +50,721 | New |
| West Family Investments, Inc. | 50,000 | $4.98M | 1.73% | 00.0% | Unchanged |
| Group One Trading, L.P. | 49,528 | $4.93M | 0.17% | +49,528 | New |
| Glenorchy Capital Ltd | 49,294 | $4.91M | 3.52% | +22,376+83.1% | Added |
| SIR Capital Management, L.P. | 48,500 | $4.83M | 0.50% | −36,500−42.9% | Reduced |
| US Bancorp | 47,854 | $4.76M | 0.01% | +42,867+859.6% | Added |
| Nomura Holdings Inc | 47,838 | $4.76M | 0.03% | +42,141+739.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 46,726 | $4.65M | 0.10% | +1,029+2.3% | Added |
| RR Advisors, LLC | 47,000 | $4.63M | 1.19% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,433 | $4.62M | 0.03% | +21,836+88.8% | Added |