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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 12,833 | $1.43M | 0.05% | +12,833 | New |
| Cinctive Capital Management LP | 12,879 | $1.43M | 0.11% | −31,997−71.3% | Reduced |
| Advisor Resource Council | 12,936 | $1.44M | 0.12% | +12,936 | New |
| Braun Stacey Associates Inc | 13,075 | $1.46M | 0.06% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 13,102 | $1.46M | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 13,240 | $1.47M | 0.06% | +5,949+81.6% | Added |
| GWM Advisors LLC | 13,453 | $1.50M | 0.01% | +9,108+209.6% | Added |
| Miracle Mile Advisors, LLC | 13,813 | $1.54M | 0.03% | −1,052−7.1% | Reduced |
| NEOS Investment Management LLC | 14,523 | $1.62M | 0.03% | +14,523 | New |
| Numerai GP LLC | 14,572 | $1.62M | 0.31% | +14,572 | New |
| Clear Harbor Asset Management, LLC | 14,875 | $1.66M | 0.13% | +234+1.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 15,000 | $1.67M | 0.22% | +15,000 | New |
| Arkadios Wealth Advisors | 15,113 | $1.68M | 0.06% | −147−1.0% | Reduced |
| Morgan Stanley Institutional Investment Advisors LLC | 15,135 | $1.68M | 0.40% | +15,135 | New |
| Steward Partners Investment Advisory, LLC | 15,247 | $1.70M | 0.02% | +1,694+12.5% | Added |
| Neo Ivy Capital Management | 15,302 | $1.70M | 0.54% | +15,302 | New |
| HighTower Advisors, LLC | 15,886 | $1.77M | 0.00% | −2,423−13.2% | Reduced |
| Pacific Global Investment Management CO | 16,606 | $1.85M | 2.62% | −471−2.8% | Reduced |
| US Bancorp | 16,704 | $1.86M | 0.00% | −31,150−65.1% | Reduced |
| Voloridge Investment Management, LLC | 16,721 | $1.86M | 0.01% | +16,721 | New |
| Mizuho Securities USA LLC | 16,839 | $1.87M | 0.04% | +16,839 | New |
| JustInvest LLC | 16,899 | $1.88M | 0.03% | +1,964+13.2% | Added |
| TCW Group Inc | 16,970 | $1.89M | 0.02% | +2,612+18.2% | Added |
| Pinebridge Investments, L.P. | 17,004 | $1.89M | 0.02% | −39,403−69.9% | Reduced |
| NYL Investors LLC | 17,058 | $1.90M | 0.12% | 00.0% | Unchanged |
| KBC Group NV | 17,085 | $1.90M | 0.01% | +148+0.9% | Added |
| Tower Research Capital LLC (TRC) | 17,259 | $1.92M | 0.06% | +3,801+28.2% | Added |
| Castleark Management LLC | 17,290 | $1.92M | 0.07% | +17,290 | New |
| Merit Financial Group, LLC | 17,307 | $1.93M | 0.03% | −413−2.3% | Reduced |
| Aperture Investors, LLC | 17,310 | $1.93M | 0.29% | +17,310 | New |
| Guggenheim Capital LLC | 17,777 | $1.98M | 0.02% | +1,521+9.4% | Added |
| Janney Montgomery Scott LLC | 17,809 | $1.98M | 0.01% | +59+0.3% | Added |
| Mfg Wealth Management, Inc. | 18,169 | $2.02M | 1.93% | +2,813+18.3% | Added |
| State of Tennessee, Treasury Department | 18,416 | $2.05M | 0.01% | −74,243−80.1% | Reduced |
| Oregon Public Employees Retirement Fund | 18,500 | $2.06M | 0.04% | −24,319−56.8% | Reduced |
| Bridgefront Capital, LLC | 18,553 | $2.07M | 0.60% | +18,553 | New |
| Orca Wealth Management, LLC | 18,964 | $2.11M | 1.89% | +40.0% | Added |
| Rakuten Investment Management, Inc. | 19,158 | $2.13M | 0.01% | +19,158 | New |
| Bank of Nova Scotia | 19,223 | $2.14M | 0.00% | +15,783+458.8% | Added |
| Independent Advisor Alliance | 19,377 | $2.16M | 0.07% | −1,125−5.5% | Reduced |
| Standard Life Aberdeen plc | 19,395 | $2.16M | 0.00% | +19,395 | New |
| Nierenberg Investment Management Company, Inc. | 19,555 | $2.18M | 1.27% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 19,885 | $2.21M | 0.94% | +1,075+5.7% | Added |
| Prudential PLC | 19,900 | $2.22M | 0.01% | +10,150+104.1% | Added |
| GeoSphere Capital Management, LLC | 20,000 | $2.23M | 2.60% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 20,084 | $2.24M | 0.02% | −3,640−15.3% | Reduced |
| Captrust Financial Advisors | 20,141 | $2.24M | 0.01% | −8,261−29.1% | Reduced |
| Uhlmann Price Securities, LLC | 20,161 | $2.24M | 1.65% | +149+0.7% | Added |
| Gradient Investments LLC | 20,349 | $2.27M | 0.05% | −2,310−10.2% | Reduced |
| Penn Capital Management Co Inc | 20,124 | $2.27M | 0.22% | +11,447+131.9% | Added |
| Wolverine Trading, LLC | 20,599 | $2.29M | 0.07% | +16,727+432.0% | Added |
| Cetera Investment Advisers | 20,775 | $2.31M | 0.00% | +1,532+8.0% | Added |
| Aigen Investment Management, LP | 20,932 | $2.33M | 0.37% | +20,932 | New |
| Caxton Associates LLP | 21,312 | $2.37M | 0.08% | +21,312 | New |
| Cresset Asset Management, LLC | 21,701 | $2.42M | 0.01% | −1,931−8.2% | Reduced |
| Brinker Capital Investments, LLC | 21,925 | $2.44M | 0.02% | +654+3.1% | Added |
| Orion Portfolio Solutions, LLC | 21,925 | $2.44M | 0.02% | +654+3.1% | Added |
| Arosa Capital Management LP | 22,000 | $2.45M | 1.63% | +10,000+83.3% | Added |
| Public Employees Retirement Association of Colorado | 22,188 | $2.47M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,514 | $2.51M | 0.03% | +4,606+25.7% | Added |
| Scotia Capital Inc. | 22,629 | $2.52M | 0.01% | +22,629 | New |
| Mirae Asset Securities (USA) Inc. | 22,756 | $2.53M | 0.11% | +22,756 | New |
| First American Bank | 23,210 | $2.58M | 0.19% | +8,920+62.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,343 | $2.60M | 0.01% | −143,877−86.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,443 | $2.60M | 0.01% | +21,997+1,521.2% | Added |
| McGowan Group Asset Management, Inc. | 23,547 | $2.62M | 0.35% | +21,180+894.8% | Added |
| Beck Capital Management, LLC | 23,646 | $2.63M | 0.77% | +23,646 | New |
| Gallo Partners, LP | 24,165 | $2.69M | 1.80% | +24,165 | New |
| Elo Mutual Pension Insurance Co | 24,356 | $2.71M | 0.06% | +6,779+38.6% | Added |
| Vident Advisory, LLC | 24,380 | $2.71M | 0.04% | +9,304+61.7% | Added |
| Commonwealth Equity Services, LLC | 24,390 | $2.71M | 0.00% | −1,797−6.9% | Reduced |
| UniSuper Management Pty Ltd | 24,539 | $2.73M | 0.02% | +20,639+529.2% | Added |
| State of Alaska, Department of Revenue | 24,644 | $2.74M | 0.03% | +675+2.8% | Added |
| New York Life Investment Management LLC | 24,822 | $2.76M | 0.03% | +24,822 | New |
| CIBC World Markets Corp | 25,261 | $2.81M | 0.02% | +16,020+173.4% | Added |
| Nissay Asset Management Corp | 25,348 | $2.82M | 0.02% | +1,064+4.4% | Added |
| Cloverfields Capital Group, LP | 25,709 | $2.86M | 0.95% | −9,778−27.6% | Reduced |
| Romano Brothers and Company | 26,050 | $2.90M | 0.38% | −5,800−18.2% | Reduced |
| First Dallas Securities Inc. | 26,406 | $2.94M | 1.23% | −141−0.5% | Reduced |
| Yousif Capital Management, LLC | 27,774 | $3.09M | 0.04% | −50,654−64.6% | Reduced |
| Keeley-Teton Advisors, LLC | 27,805 | $3.10M | 0.38% | +45+0.2% | Added |
| FORA Capital, LLC | 28,674 | $3.19M | 0.32% | +3,402+13.5% | Added |
| IFM Investors Pty Ltd | 28,770 | $3.20M | 0.03% | +948+3.4% | Added |
| Interval Partners, LP | 29,651 | $3.30M | 0.12% | −21,983−42.6% | Reduced |
| Walleye Trading LLC | 29,893 | $3.33M | 0.09% | +29,893 | New |
| Lighthouse Investment Partners, LLC | 30,000 | $3.34M | 0.15% | −7,500−20.0% | Reduced |
| Xponance, Inc. | 30,013 | $3.34M | 0.03% | −5,078−14.5% | Reduced |
| Teacher Retirement System of Texas | 30,372 | $3.38M | 0.01% | +30,372 | New |
| Alaska Permanent Fund Corp | 33,432 | $3.47M | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 31,311 | $3.49M | 0.69% | −1,067−3.3% | Reduced |
| Hara Capital LLC | 31,355 | $3.49M | 2.36% | −4,309−12.1% | Reduced |
| Royal London Asset Management Ltd | 31,900 | $3.55M | 0.01% | +31,900 | New |
| Panagora Asset Management Inc | 33,172 | $3.69M | 0.02% | +8,125+32.4% | Added |
| Daiwa Securities Group Inc. | 33,463 | $3.73M | 0.02% | +11,514+52.5% | Added |
| Occudo Quantitative Strategies LP | 33,786 | $3.75M | 0.50% | +33,786 | New |
| Integrated Wealth Concepts LLC | 33,730 | $3.75M | 0.04% | −3,878−10.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,749 | $3.76M | 0.01% | +33,749 | New |
| CIBC Asset Management Inc | 34,443 | $3.83M | 0.01% | +23,005+201.1% | Added |
| Investment Management Corp of Ontario | 34,563 | $3.85M | 0.08% | +34,563 | New |
| Marex Group plc | 34,752 | $3.87M | 0.07% | +34,752 | New |