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; 853 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, Q1 2025
Institutional positions in Expand Energy Corp as of Mar 31, 2025. 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
- 737
- +104 vs. Q4 2024
- Shares held
- 222.1M
- −4.04M (−1.8%) vs. Q4 2024
- Total value
- $24.7B
- +$2.20B (+9.8%) vs. Q4 2024
- New holders
- 163
- 266 more added
- Sold out
- 59
- 206 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 853 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,707,090 | $2.97B | 0.05% | +3,870,933+17.0% | Added |
| BlackRock, Inc. | 18,598,294 | $2.07B | 0.04% | −4,608,023−19.9% | Reduced |
| State Street Corp | 12,289,413 | $1.37B | 0.06% | +4,419,653+56.2% | Added |
| Price T Rowe Associates Inc | 11,776,233 | $1.31B | 0.16% | −2,329,840−16.5% | Reduced |
| Capital Research Global Investors | 9,391,834 | $1.05B | 0.23% | −983,458−9.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 6,304,620 | $701.8M | 0.46% | −4,059,331−39.2% | Reduced |
| Blackstone Group Inc. | 5,708,333 | $635.5M | 2.78% | −4,611,757−44.7% | Reduced |
| Geode Capital Management, LLC | 5,641,950 | $626.2M | 0.05% | +1,454,392+34.7% | Added |
| Wellington Management Group LLP | 5,606,203 | $624.1M | 0.12% | +482,685+9.4% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 5,562,364 | $619.2M | 12.58% | −1,375,000−19.8% | Reduced |
| Massachusetts Financial Services Co | 4,656,199 | $518.3M | 0.17% | +910,821+24.3% | Added |
| Invesco Ltd. | 3,893,555 | $433.4M | 0.08% | +1,421,765+57.5% | Added |
| 1832 Asset Management L.P. | 3,721,573 | $414.3M | 0.79% | −292,568−7.3% | Reduced |
| Agf Management Ltd | 3,633,766 | $404.5M | 2.14% | +1,653,950+83.5% | Added |
| Dimensional Fund Advisors LP | 3,415,177 | $380.2M | 0.09% | −3,094,419−47.5% | Reduced |
| Kimmeridge Energy Management Company, LLC | 3,184,612 | $354.5M | 28.93% | −3,137,149−49.6% | Reduced |
| UBS Asset Management Americas Inc | 3,069,603 | $341.7M | 0.09% | +669,018+27.9% | Added |
| Bank of New York Mellon Corp | 2,934,513 | $326.7M | 0.06% | −253,337−7.9% | Reduced |
| Disciplined Growth Investors Inc | 2,679,629 | $298.3M | 6.17% | −57,343−2.1% | Reduced |
| Citadel Advisors LLC | 2,557,265 | $284.7M | 0.28% | +695,875+37.4% | Added |
| FMR LLC | 2,528,166 | $281.4M | 0.02% | −2,820,691−52.7% | Reduced |
| Bank of America Corp | 2,150,923 | $239.4M | 0.02% | +228,167+11.9% | Added |
| Glendon Capital Management LP | 2,132,354 | $237.3M | 13.76% | −11,385−0.5% | Reduced |
| Voya Investment Management LLC | 2,107,486 | $234.5M | 0.26% | −66,754−3.1% | Reduced |
| Thrivent Financial for Lutherans | 2,102,976 | $234.1M | 0.51% | −951,006−31.1% | Reduced |
| Morgan Stanley | 2,089,987 | $232.7M | 0.02% | +450,833+27.5% | Added |
| Charles Schwab Investment Management Inc | 2,014,921 | $224.3M | 0.04% | +537,804+36.4% | Added |
| Northern Trust Corp | 1,913,477 | $213.0M | 0.03% | −46,371−2.4% | Reduced |
| Millennium Management LLC | 1,854,791 | $206.5M | 0.20% | +808,777+77.3% | Added |
| Castle Hook Partners LP | 1,728,815 | $192.5M | 5.06% | +623,347+56.4% | Added |
| Goldman Sachs Group Inc | 1,443,773 | $160.7M | 0.03% | +644,319+80.6% | Added |
| Lord, Abbett & Co. LLC | 1,378,149 | $153.4M | 0.55% | −331,243−19.4% | Reduced |
| Ameriprise Financial Inc | 1,198,586 | $134.2M | 0.04% | −157,525−11.6% | Reduced |
| Slate Path Capital LP | 1,161,814 | $129.3M | 2.34% | +28,435+2.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,141,202 | $127.0M | 1.27% | +63,420+5.9% | Added |
| First Trust Advisors LP | 1,113,552 | $124.0M | 0.11% | −2,860,153−72.0% | Reduced |
| Squarepoint Ops LLC | 1,094,969 | $121.9M | 0.30% | +1,085,011+10,895.9% | Added |
| JPMorgan Chase & Co | 1,082,864 | $120.5M | 0.01% | +98,145+10.0% | Added |
| UBS Group AG | 1,060,358 | $118.0M | 0.03% | +299,559+39.4% | Added |
| Worldquant Millennium Advisors LLC | 1,044,698 | $116.3M | 0.73% | +1,037,991+15,476.2% | Added |
| Prudential Financial Inc | 1,030,471 | $114.7M | 0.16% | −379,273−26.9% | Reduced |
| Zurich Insurance Group Ltd | 979,029 | $109.0M | 0.88% | +979,029 | New |
| Stephens Investment Management Group LLC | 970,607 | $108.0M | 1.56% | −56,957−5.5% | Reduced |
| Legal & General Group Plc | 940,339 | $104.7M | 0.03% | +275,046+41.3% | Added |
| Balyasny Asset Management LLC | 871,421 | $97.0M | 0.24% | +855,760+5,464.3% | Added |
| Two Sigma Investments, LP | 868,136 | $96.6M | 0.21% | +868,136 | New |
| Encompass Capital Advisors LLC | 867,599 | $96.6M | 3.71% | −145,883−14.4% | Reduced |
| Kopernik Global Investors, LLC | 864,487 | $96.2M | 9.98% | −55,458−6.0% | Reduced |
| Two Sigma Advisers, LP | 812,260 | $90.4M | 0.20% | +812,260 | New |
| Ninepoint Partners LP | 800,000 | $89.1M | 15.64% | +400,000+100.0% | Added |
| Deutsche Bank AG | 759,311 | $84.5M | 0.03% | +396,330+109.2% | Added |
| Nuveen, LLC | 749,650 | $83.5M | 0.03% | +749,650 | New |
| Amundi | 753,600 | $83.3M | 0.03% | −24,246−3.1% | Reduced |
| Sagefield Capital LP | 737,728 | $82.1M | 9.90% | −89,882−10.9% | Reduced |
| Canoe Financial LP | 731,000 | $79.0M | 1.27% | +303,400+71.0% | Added |
| Neuberger Berman Group LLC | 665,938 | $74.1M | 0.06% | +127,374+23.7% | Added |
| Merewether Investment Management, LP | 664,682 | $74.0M | 2.69% | +164,791+33.0% | Added |
| Spears Abacus Advisors LLC | 613,838 | $68.3M | 1.47% | −148,428−19.5% | Reduced |
| Swiss National Bank | 586,656 | $65.3M | 0.05% | +9,700+1.7% | Added |
| Janus Henderson Group PLC | 582,630 | $64.6M | 0.04% | −79,751−12.0% | Reduced |
| Macquarie Group Ltd | 558,486 | $62.2M | 0.08% | +28,809+5.4% | Added |
| Primecap Management Co | 550,741 | $61.3M | 0.05% | −23,777−4.1% | Reduced |
| Ceredex Value Advisors LLC | 550,196 | $61.2M | 1.34% | −269,078−32.8% | Reduced |
| Barclays PLC | 547,238 | $60.9M | 0.03% | +119,833+28.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 545,477 | $60.7M | 0.04% | +69,357+14.6% | Added |
| Jennison Associates LLC | 518,272 | $57.7M | 0.04% | +283,820+121.1% | Added |
| Renaissance Technologies LLC | 507,330 | $56.5M | 0.09% | +507,330 | New |
| Natixis Advisors, L.P. | 483,457 | $53.8M | 0.10% | +18,494+4.0% | Added |
| HITE Hedge Asset Management LLC | 467,563 | $52.0M | 3.23% | +260,226+125.5% | Added |
| Raymond James Financial Inc | 450,245 | $50.1M | 0.02% | −52,864−10.5% | Reduced |
| BNP Paribas Arbitrage, SA | 440,433 | $49.0M | 0.04% | +362,735+466.9% | Added |
| Clearbridge Investments, LLC | 439,116 | $48.9M | 0.04% | −1980.0% | Reduced |
| Point72 Asset Management, L.P. | 422,418 | $47.0M | 0.13% | +422,418 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 422,277 | $47.0M | 0.04% | +270,268+177.8% | Added |
| Principal Financial Group Inc | 420,508 | $46.8M | 0.03% | −251,560−37.4% | Reduced |
| American Century Companies Inc | 418,142 | $46.5M | 0.03% | +315,784+308.5% | Added |
| Woodline Partners LP | 409,346 | $45.6M | 0.30% | +409,346 | New |
| TD Asset Management Inc | 407,865 | $45.4M | 0.04% | +40,066+10.9% | Added |
| Two Creeks Capital Management, LP | 403,995 | $45.0M | 2.87% | +56,890+16.4% | Added |
| Nomura Holdings Inc | 401,139 | $44.7M | 0.24% | +353,301+738.5% | Added |
| Rhumbline Advisers | 391,593 | $43.6M | 0.04% | −223,110−36.3% | Reduced |
| Citigroup Inc | 387,823 | $43.2M | 0.03% | +251,328+184.1% | Added |
| Mackenzie Financial Corp | 382,540 | $42.6M | 0.06% | +106,245+38.5% | Added |
| Deprince Race & Zollo Inc | 379,187 | $42.2M | 0.88% | −56,989−13.1% | Reduced |
| California Public Employees Retirement System | 375,763 | $41.8M | 0.03% | −16,446−4.2% | Reduced |
| Royal Bank of Canada | 374,468 | $41.7M | 0.01% | +186,928+99.7% | Added |
| Schwartz Investment Counsel Inc | 370,420 | $41.2M | 1.42% | −12,300−3.2% | Reduced |
| Wells Fargo & Company | 358,002 | $39.9M | 0.01% | +69,779+24.2% | Added |
| Russell Investments Group, Ltd. | 357,674 | $39.8M | 0.05% | +138,973+63.5% | Added |
| HSBC Holdings PLC | 327,059 | $36.4M | 0.02% | +212,014+184.3% | Added |
| Virginia Retirement Systems Et Al | 320,200 | $35.6M | 0.26% | +320,200 | New |
| Mercuria Capital Strategies, LLC | 316,949 | $35.3M | 42.73% | −71,093−18.3% | Reduced |
| Jain Global LLC | 305,575 | $34.0M | 0.70% | +305,575 | New |
| National Pension Service | 296,942 | $33.1M | 0.03% | −20,258−6.4% | Reduced |
| Bank of Montreal | 284,038 | $31.6M | 0.02% | +113,429+66.5% | Added |
| Alliancebernstein L.P. | 277,690 | $30.9M | 0.01% | −103,161−27.1% | Reduced |
| Capital World Investors | 274,107 | $30.5M | 0.00% | −52,260−16.0% | Reduced |
| Van Eck Associates Corp | 265,235 | $29.5M | 0.04% | −54,246−17.0% | Reduced |
| Clough Capital Partners L P | 259,502 | $28.9M | 3.65% | −135,226−34.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 254,164 | $28.3M | 0.26% | +12,400+5.1% | Added |