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 |
|---|---|---|---|---|---|
| Gilder Gagnon Howe & Co LLC | 12,689 | $1.26M | 0.01% | −279−2.2% | Reduced |
| Union Bancaire Privee, UBP SA | 13,692 | $1.26M | 0.02% | +13,692 | New |
| Marathon Capital Management | 12,606 | $1.25M | 0.31% | +12,606 | New |
| Maryland State Retirement & Pension System | 12,527 | $1.25M | 0.03% | +5,025+67.0% | Added |
| Walleye Capital LLC | 12,183 | $1.21M | 0.01% | +10,838+805.8% | Added |
| Alden Global Capital LLC | 12,107 | $1.21M | 1.17% | 00.0% | Unchanged |
| Arosa Capital Management LP | 12,000 | $1.19M | 0.79% | +12,000 | New |
| Aurora Investment Counsel | 11,710 | $1.17M | 0.64% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 11,630 | $1.16M | 0.01% | +7,228+164.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,590 | $1.15M | 0.04% | +4,933+74.1% | Added |
| Sanctuary Advisors, LLC | 11,168 | $1.15M | 0.01% | −2,038−15.4% | Reduced |
| CIBC Asset Management Inc | 11,438 | $1.14M | 0.00% | +7,644+201.5% | Added |
| Ingalls & Snyder LLC | 11,357 | $1.13M | 0.04% | +11,357 | New |
| Advisors Asset Management, Inc. | 11,308 | $1.13M | 0.02% | −1,371−10.8% | Reduced |
| Pathstone Holdings, LLC | 11,295 | $1.12M | 0.00% | +6,077+116.5% | Added |
| Stephens Inc | 11,293 | $1.12M | 0.02% | +3,517+45.2% | Added |
| Davenport & Co LLC | 11,012 | $1.10M | 0.01% | +934+9.3% | Added |
| Exchange Traded Concepts, LLC | 11,000 | $1.10M | 0.02% | +486+4.6% | Added |
| Erste Asset Management GmbH | 11,300 | $1.09M | 0.01% | +11,300 | New |
| Two Sigma Securities, LLC | 10,828 | $1.08M | 0.20% | +10,828 | New |
| Moran Wealth Management, LLC | 10,733 | $1.07M | 0.03% | +10,733 | New |
| Huber Capital Management LLC | 10,690 | $1.06M | 0.21% | −10,624−49.8% | Reduced |
| Intech Investment Management LLC | 10,683 | $1.06M | 0.01% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 10,555 | $1.05M | 0.46% | −2,658−20.1% | Reduced |
| Pitcairn Co | 10,526 | $1.05M | 0.06% | +10,526 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,470 | $1.04M | 0.78% | +10,470 | New |
| The PNC Financial Services Group, Inc. | 10,322 | $1.03M | 0.00% | +7,490+264.5% | Added |
| First Eagle Investment Management, LLC | 10,293 | $1.02M | 0.00% | +100+1.0% | Added |
| CVA Family Office, LLC | 10,141 | $1.01M | 0.16% | +59+0.6% | Added |
| Nordea Investment Management AB | 10,006 | $998.1K | 0.00% | +3,784+60.8% | Added |
| Mariner Investment Group LLC | 10,000 | $995.5K | 0.20% | +10,000 | New |
| Squarepoint Ops LLC | 9,958 | $991.3K | 0.00% | +9,958 | New |
| Sequent Asset Management, LLC | 9,934 | $988.9K | 0.49% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,832 | $978.8K | 0.00% | +4,963+101.9% | Added |
| Nisa Investment Advisors, LLC | 9,812 | $976.8K | 0.00% | +9,754+16,817.2% | Added |
| Prudential PLC | 9,750 | $970.6K | 0.00% | +9,750 | New |
| CI Private Wealth, LLC | 9,658 | $961.5K | 0.00% | +9,658 | New |
| TownSquare Capital, LLC | 9,646 | $960.2K | 0.01% | +4,277+79.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,451 | $940.8K | 0.00% | −19,366−67.2% | Reduced |
| Toroso Investments, LLC | 9,423 | $938.1K | 0.01% | +6,512+223.7% | Added |
| CIBC World Markets Corp | 9,241 | $919.9K | 0.01% | −3,646−28.3% | Reduced |
| Quinn Opportunity Partners LLC | 9,149 | $910.8K | 0.07% | +9,149 | New |
| Salem Investment Counselors Inc | 9,231 | $901.8K | 0.03% | +950+11.5% | Added |
| Spirit of America Management Corp | 9,050 | $900.9K | 0.18% | +1,300+16.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,004 | $896.3K | 0.01% | +6,438+250.9% | Added |
| Fifth Third Wealth Advisors LLC | 8,812 | $877.2K | 0.05% | +5,573+172.1% | Added |
| Penn Capital Management Co Inc | 8,677 | $863.8K | 0.08% | −14,249−62.2% | Reduced |
| Southport Management, L.L.C. | 8,670 | $863.1K | 3.13% | +8,670 | New |
| SevenBridge Financial Group, LLC | 7,620 | $806.1K | 0.15% | −150−1.9% | Reduced |
| Cerity Partners LLC | 8,470 | $799.6K | 0.00% | +3,803+81.5% | Added |
| Confluence Investment Management LLC | 7,971 | $793.5K | 0.01% | −190−2.3% | Reduced |
| Mercer Global Advisors Inc | 7,921 | $788.5K | 0.00% | −782−9.0% | Reduced |
| Cidel Asset Management Inc | 7,881 | $784.6K | 0.05% | +7,881 | New |
| O'Shaughnessy Asset Management, LLC | 7,829 | $779.4K | 0.01% | +4,520+136.6% | Added |
| Shelton Capital Management | 7,793 | $775.8K | 0.02% | +3,389+77.0% | Added |
| M&T Bank Corp | 7,710 | $767.4K | 0.00% | +3,163+69.6% | Added |
| Catalyst Funds Management Pty Ltd | 7,601 | $756.7K | 0.19% | +7,601 | New |
| Private Advisor Group, LLC | 7,490 | $745.6K | 0.00% | +540+7.8% | Added |
| Avantax Advisory Services, Inc. | 7,362 | $732.9K | 0.00% | −2,350−24.2% | Reduced |
| We Are One Seven, LLC | 7,291 | $725.8K | 0.03% | +7,291 | New |
| Central Trust Co | 7,267 | $723.4K | 0.02% | −1,059−12.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,250 | $721.8K | 0.00% | +7,250 | New |
| Fox Run Management, L.L.C. | 7,232 | $719.9K | 0.13% | +7,232 | New |
| Swiss Life Asset Management Ltd | 7,235 | $719.1K | 0.01% | +3,372+87.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,138 | $710.6K | 0.03% | +2,138+42.8% | Added |
| ISAM Funds (UK) Ltd | 7,042 | $701.0K | 0.52% | +242+3.6% | Added |
| Advisory Services Network, LLC | 6,859 | $682.8K | 0.01% | +302+4.6% | Added |
| Recurrent Investment Advisors LLC | 6,797 | $676.6K | 0.06% | +6,797 | New |
| Worldquant Millennium Advisors LLC | 6,707 | $667.7K | 0.00% | −314,262−97.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,610 | $659.0K | 0.29% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,600 | $657.0K | 0.01% | −2,473−27.3% | Reduced |
| X-Square Capital, LLC | 6,562 | $653.0K | 0.27% | +20.0% | Added |
| CWA Asset Management Group, LLC | 6,510 | $648.1K | 0.03% | +1,800+38.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,240 | $621.0K | 0.01% | +1,560+33.3% | Added |
| Advisor Group Holdings, Inc. | 6,232 | $620.6K | 0.00% | +3,124+100.5% | Added |
| Shell Asset Management Co | 6,205 | $618.0K | 0.03% | +6,205 | New |
| Allstate Corp | 6,133 | $610.5K | 0.02% | +6,133 | New |
| Credit Agricole S A | 6,008 | $598.1K | 0.00% | +2,935+95.5% | Added |
| DekaBank Deutsche Girozentrale | 6,122 | $582.0K | 0.00% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 5,743 | $571.7K | 0.11% | +5,743 | New |
| Wedmont Private Capital | 5,581 | $570.1K | 0.03% | +410+7.9% | Added |
| E Fund Management Co., Ltd. | 5,707 | $568.1K | 0.03% | +5,707 | New |
| Verition Fund Management LLC | 5,700 | $567.4K | 0.00% | −288,232−98.1% | Reduced |
| Aptus Capital Advisors, LLC | 5,468 | $544.3K | 0.01% | +5,468 | New |
| Sanders Morris Harris LLC | 5,555 | $536.7K | 0.08% | +5,555 | New |
| Applied Finance Capital Management, LLC | 5,359 | $533.5K | 0.02% | +2,252+72.5% | Added |
| M&G Plc | 5,301 | $530.1K | 0.00% | 00.0% | Unchanged |
| Omers Administration Corp | 5,304 | $528.0K | 0.00% | +1,440+37.3% | Added |
| Guidance Capital, Inc | 4,845 | $513.5K | 0.16% | −453−8.6% | Reduced |
| Evercore Wealth Management, LLC | 5,035 | $501.2K | 0.01% | +5,035 | New |
| RSM US Wealth Management LLC | 5,000 | $499.1K | 0.01% | +1,086+27.7% | Added |
| Clayton Partners LLC | 5,000 | $497.8K | 0.34% | +5,000 | New |
| Intellectus Partners, LLC | 4,997 | $497.5K | 0.11% | +4,997 | New |
| Hardin Capital Partners, LLC | 4,887 | $486.5K | 0.29% | −52−1.1% | Reduced |
| Profund Advisors LLC | 4,809 | $478.7K | 0.02% | −423−8.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,788 | $476.6K | 0.06% | +4,788 | New |
| Evergreen Capital Management LLC | 4,691 | $467.0K | 0.02% | +4,691 | New |
| Kestra Advisory Services, LLC | 4,686 | $466.5K | 0.00% | +4,686 | New |
| Entropy Technologies, LP | 4,624 | $460.3K | 0.05% | +4,624 | New |
| Ausbil Investment Management Ltd | 4,500 | $450.0K | 0.27% | −5,000−52.6% | Reduced |