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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 4,493 | $447.3K | 0.00% | +200+4.7% | Added |
| GWM Advisors LLC | 4,345 | $432.5K | 0.00% | +4,091+1,610.6% | Added |
| Ossiam | 4,107 | $408.9K | 0.01% | −250−5.7% | Reduced |
| Quantinno Capital Management LP | 4,100 | $408.2K | 0.00% | +4,100 | New |
| Forum Financial Management, LP | 4,026 | $400.8K | 0.01% | +1,376+51.9% | Added |
| Doliver Advisors, LP | 4,013 | $399.5K | 0.11% | +4,013 | New |
| Hennessy Advisors Inc | 4,000 | $398.2K | 0.01% | +4,000 | New |
| Mediolanum International Funds Ltd | 3,990 | $397.4K | 0.01% | +3,990 | New |
| Jupiter Asset Management Ltd | 3,974 | $395.6K | 0.00% | +3,974 | New |
| Thompson Siegel & Walmsley LLC | 3,967 | $395.0K | 0.01% | −55−1.4% | Reduced |
| Apollon Wealth Management, LLC | 3,964 | $394.6K | 0.01% | +648+19.5% | Added |
| Oxbow Advisors, LLC | 3,917 | $389.9K | 0.05% | +3,917 | New |
| Oak Thistle LLC | 3,911 | $389.3K | 0.12% | +3,911 | New |
| UniSuper Management Pty Ltd | 3,900 | $388.2K | 0.00% | +900+30.0% | Added |
| Citizens National Bank Trust Department | 3,885 | $386.8K | 0.08% | −165−4.1% | Reduced |
| Wolverine Trading, LLC | 3,872 | $386.6K | 0.01% | +3,872 | New |
| Truist Financial Corp | 3,752 | $373.5K | 0.00% | +852+29.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,719 | $371.9K | 0.00% | +3,719 | New |
| MML Investors Services, LLC | 3,622 | $361.0K | 0.00% | +1,147+46.3% | Added |
| Americana Partners, LLC | 3,524 | $350.8K | 0.01% | +3,524 | New |
| Greenleaf Trust | 3,521 | $350.5K | 0.00% | +3,521 | New |
| Baldwin Investment Management, LLC | 3,468 | $345.2K | 0.04% | −147−4.1% | Reduced |
| Bank of Nova Scotia | 3,440 | $342.5K | 0.00% | +3,440 | New |
| Bryn Mawr Trust Co | 3,360 | $334.5K | 0.01% | −7−0.2% | Reduced |
| Blair William & Co | 3,353 | $333.8K | 0.00% | +704+26.6% | Added |
| Bleakley Financial Group, LLC | 3,332 | $331.7K | 0.01% | +3,332 | New |
| TD Waterhouse Canada Inc. | 3,319 | $330.2K | 0.00% | +485+17.1% | Added |
| Hohimer Wealth Management, LLC | 3,315 | $330.0K | 0.06% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,307 | $329.2K | 0.07% | +3,307 | New |
| CWM Advisors, LLC | 3,142 | $312.8K | 0.04% | −5,266−62.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,137 | $312.2K | 0.00% | +637+25.5% | Added |
| Icon Wealth Advisors, LLC | 3,120 | $310.6K | 0.03% | +3,120 | New |
| Dark Forest Capital Management LP | 3,088 | $307.4K | 0.05% | +3,088 | New |
| SG Americas Securities, LLC | 3,084 | $307.0K | 0.00% | −40,424−92.9% | Reduced |
| Oak Harvest Investment Services | 3,074 | $306.1K | 0.04% | +3,074 | New |
| Farther Finance Advisors, LLC | 3,071 | $305.8K | 0.01% | +1,065+53.1% | Added |
| Wealthcare Advisory Partners LLC | 3,053 | $303.9K | 0.01% | +3,053 | New |
| NJ State Employees Deferred Compensation Plan | 3,034 | $302.0K | 0.04% | +3,034 | New |
| First Citizens Bank & Trust Co | 3,021 | $300.7K | 0.01% | +163+5.7% | Added |
| Stratos Wealth Partners, LTD. | 2,911 | $289.8K | 0.00% | −81−2.7% | Reduced |
| Wedbush Securities Inc | 2,900 | $289.0K | 0.01% | −1,632−36.0% | Reduced |
| Metis Global Partners, LLC | 2,857 | $284.4K | 0.01% | +2,857 | New |
| HB Wealth Management, LLC | 2,843 | $283.1K | 0.00% | +2,843 | New |
| CWM, LLC | 2,824 | $281.0K | 0.00% | +1,675+145.8% | Added |
| Washburn Capital Management, Inc. | 2,800 | $278.7K | 0.17% | +2,800 | New |
| Buckingham Strategic Partners | 2,725 | $271.3K | 0.00% | +2,725 | New |
| Terril Brothers, Inc. | 2,700 | $268.8K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,699 | $268.7K | 0.00% | +2,699 | New |
| Atomi Financial Group, Inc. | 2,551 | $254.0K | 0.01% | +2,551 | New |
| Chickasaw Capital Management LLC | 2,534 | $252.0K | 0.01% | +34+1.4% | Added |
| Moody Aldrich Partners LLC | 2,514 | $250.3K | 0.05% | +2,514 | New |
| Trust Point Inc. | 2,510 | $249.9K | 0.02% | +2,510 | New |
| Prelude Capital Management, LLC | 2,489 | $247.8K | 0.02% | −613−19.8% | Reduced |
| Thoroughbred Financial Services, LLC | 2,475 | $246.0K | 0.02% | +2,475 | New |
| Oakworth Capital, Inc. | 2,435 | $242.4K | 0.02% | +2,435 | New |
| E&G Advisors, LP | 2,423 | $241.2K | 0.07% | +2,423 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,943 | $240.0K | 0.00% | +2,943 | New |
| Northwest & Ethical Investments L.P. | 2,400 | $238.6K | 0.01% | +200+9.1% | Added |
| Portfolio Design Labs, LLC | 2,390 | $237.9K | 0.05% | +2,390 | New |
| Moors & Cabot, Inc. | 2,389 | $237.8K | 0.01% | +2,389 | New |
| Vestcor Inc | 2,375 | $236.0K | 0.01% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,367 | $235.6K | 0.03% | +2,367 | New |
| Corsair Capital Management, L.P. | 2,362 | $235.1K | 0.05% | +2,362 | New |
| Cim Investment Mangement Inc | 2,320 | $231.0K | 0.07% | +2,320 | New |
| Bartlett & Co. Wealth Management LLC | 2,312 | $230.2K | 0.00% | +817+54.6% | Added |
| Ritholtz Wealth Management | 2,299 | $228.9K | 0.01% | +2,299 | New |
| Pinnacle Wealth Management Group, Inc. | 2,283 | $227.3K | 0.14% | −396−14.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,285 | $227.0K | 0.00% | +2,285 | New |
| Transcend Wealth Collective, LLC | 2,272 | $226.2K | 0.02% | +2,272 | New |
| Essex Savings Bank | 2,270 | $226.0K | 0.06% | +2,270 | New |
| Signaturefd, LLC | 2,249 | $223.9K | 0.00% | +1,004+80.6% | Added |
| Cigna Investments Inc | 2,217 | $221.0K | 0.04% | +2,217 | New |
| Bayforest Capital Ltd | 2,218 | $220.8K | 0.28% | +2,218 | New |
| Horizon Kinetics Asset Management LLC | 2,203 | $219.3K | 0.00% | +2,203 | New |
| Sequoia Financial Advisors, LLC | 2,179 | $216.9K | 0.00% | +2,179 | New |
| Phillips Wealth Planners LLC | 2,093 | $213.8K | 0.21% | +2,093 | New |
| Quadrant Capital Group LLC | 2,139 | $212.9K | 0.01% | +1,477+223.1% | Added |
| Banco BTG Pactual S.A. | 2,100 | $212.6K | 0.05% | +2,100 | New |
| Moody Lynn & Lieberson, LLC | 2,125 | $211.5K | 0.01% | +2,125 | New |
| Wetzel Investment Advisors, Inc. | 2,115 | $210.5K | 0.10% | +2,115 | New |
| Florida Financial Advisors, LLC | 2,098 | $208.9K | 0.09% | −337−13.8% | Reduced |
| Coldstream Capital Management Inc | 2,093 | $208.4K | 0.00% | +2,093 | New |
| Teza Capital Management LLC | 2,063 | $205.4K | 0.03% | −15,040−87.9% | Reduced |
| Ironwood Investment Management LLC | 2,042 | $203.3K | 0.10% | +2,042 | New |
| Pingora Partners LLC | 2,013 | $200.4K | 0.13% | +2,013 | New |
| GAMMA Investing LLC | 1,967 | $195.8K | 0.02% | +1,569+394.2% | Added |
| Cherry Tree Wealth Management, LLC | 1,895 | $188.6K | 0.05% | +1,895 | New |
| Ronald Blue Trust, Inc. | 1,788 | $178.0K | 0.00% | −2,569−59.0% | Reduced |
| Huntington National Bank | 1,738 | $173.0K | 0.00% | +967+125.4% | Added |
| Parallel Advisors, LLC | 1,537 | $153.0K | 0.00% | +736+91.9% | Added |
| Fifth Third Bancorp | 1,495 | $148.8K | 0.00% | +935+167.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,443 | $143.7K | 0.00% | +395+37.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,446 | $142.5K | 0.00% | +1,446 | New |
| IFP Advisors, Inc | 1,403 | $140.3K | 0.00% | +1,027+273.1% | Added |
| Lazard Asset Management LLC | 1,266 | $126.0K | 0.00% | −2,667−67.8% | Reduced |
| Solstein Capital, LLC | 1,214 | $120.9K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,167 | $116.1K | 0.03% | +1,167 | New |
| Jones Financial Companies LLLP | 1,156 | $115.1K | 0.00% | +568+96.6% | Added |
| Principal Securities, Inc. | 993 | $98.9K | 0.00% | +722+266.4% | Added |
| EverSource Wealth Advisors, LLC | 991 | $98.6K | 0.01% | +819+476.2% | Added |