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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 116,075 | $12.9M | 1.30% | −62,425−35.0% | Reduced |
| CIBC Private Wealth Group, LLC | 130,725 | $13.1M | 0.03% | −36,841−22.0% | Reduced |
| Janney Capital Management LLC | 118,873 | $13.2M | 0.91% | −6,277−5.0% | Reduced |
| Envestnet Asset Management Inc | 121,210 | $13.5M | 0.00% | +13,273+12.3% | Added |
| Allianz Asset Management GmbH | 131,901 | $14.7M | 0.02% | −27,013−17.0% | Reduced |
| D. E. Shaw & Co., Inc. | 136,201 | $15.2M | 0.02% | +136,201 | New |
| Hartree Partners, LP | 138,923 | $15.5M | 5.60% | +76,985+124.3% | Added |
| SIR Capital Management, L.P. | 140,400 | $15.6M | 1.37% | +91,900+189.5% | Added |
| King Luther Capital Management Corp | 141,324 | $15.7M | 0.07% | +56,607+66.8% | Added |
| Marshall Wace, LLP | 141,439 | $15.7M | 0.02% | −158,885−52.9% | Reduced |
| New York State Teachers Retirement System | 144,371 | $16.1M | 0.04% | −24,771−14.6% | Reduced |
| Man Group plc | 146,431 | $16.3M | 0.05% | +24,588+20.2% | Added |
| Qube Research & Technologies Ltd | 153,996 | $17.1M | 0.03% | +153,996 | New |
| Kempen Capital Management N.V. | 160,816 | $17.9M | 0.19% | 00.0% | Unchanged |
| STRS Ohio | 161,073 | $17.9M | 0.08% | +893+0.6% | Added |
| Danske Bank A/S | 165,108 | $18.4M | 0.06% | −15,785−8.7% | Reduced |
| SG Americas Securities, LLC | 168,677 | $18.8M | 0.06% | +165,593+5,369.4% | Added |
| Hancock Prospecting Pty Ltd | 171,804 | $19.1M | 0.76% | 00.0% | Unchanged |
| National Bank of Canada | 176,149 | $19.1M | 0.02% | +158,740+911.8% | Added |
| Korea Investment CORP | 172,174 | $19.2M | 0.05% | +6,997+4.2% | Added |
| Levin Capital Strategies, L.P. | 173,648 | $19.3M | 2.05% | −121,269−41.1% | Reduced |
| Gotham Asset Management, LLC | 176,881 | $19.7M | 0.16% | +124,608+238.4% | Added |
| Manufacturers Life Insurance Company, The | 179,842 | $20.0M | 0.02% | −27,092−13.1% | Reduced |
| Pennant Investors, LP | 180,000 | $20.0M | 6.03% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 181,817 | $20.2M | 17.39% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 193,000 | $21.5M | 1.46% | −324,195−62.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 198,206 | $22.1M | 0.37% | +41,619+26.6% | Added |
| State Board of Administration of Florida Retirement System | 198,688 | $22.1M | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 202,625 | $22.6M | 0.30% | +202,625 | New |
| Tudor Investment Corp Et Al | 205,995 | $22.9M | 0.20% | +205,995 | New |
| Verition Fund Management LLC | 210,269 | $23.4M | 0.13% | +204,569+3,588.9% | Added |
| Jump Financial, LLC | 214,604 | $23.9M | 0.36% | +214,604 | New |
| State of Wisconsin Investment Board | 223,658 | $24.9M | 0.06% | +1,774+0.8% | Added |
| Tocqueville Asset Management L.P. | 231,005 | $25.7M | 0.42% | +200+0.1% | Added |
| California State Teachers Retirement System | 248,246 | $27.6M | 0.03% | +3,290+1.3% | Added |
| Great Lakes Advisors, LLC | 252,479 | $27.9M | 0.25% | +93,616+58.9% | Added |
| Retirement Systems of Alabama | 252,691 | $28.1M | 0.11% | −204,745−44.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 254,164 | $28.3M | 0.26% | +12,400+5.1% | Added |
| Clough Capital Partners L P | 259,502 | $28.9M | 3.65% | −135,226−34.3% | Reduced |
| Van Eck Associates Corp | 265,235 | $29.5M | 0.04% | −54,246−17.0% | Reduced |
| Capital World Investors | 274,107 | $30.5M | 0.00% | −52,260−16.0% | Reduced |
| Alliancebernstein L.P. | 277,690 | $30.9M | 0.01% | −103,161−27.1% | Reduced |
| Bank of Montreal | 284,038 | $31.6M | 0.02% | +113,429+66.5% | Added |
| National Pension Service | 296,942 | $33.1M | 0.03% | −20,258−6.4% | Reduced |
| Jain Global LLC | 305,575 | $34.0M | 0.70% | +305,575 | New |
| Mercuria Capital Strategies, LLC | 316,949 | $35.3M | 42.73% | −71,093−18.3% | Reduced |
| Virginia Retirement Systems Et Al | 320,200 | $35.6M | 0.26% | +320,200 | New |
| HSBC Holdings PLC | 327,059 | $36.4M | 0.02% | +212,014+184.3% | Added |
| Russell Investments Group, Ltd. | 357,674 | $39.8M | 0.05% | +138,973+63.5% | Added |
| Wells Fargo & Company | 358,002 | $39.9M | 0.01% | +69,779+24.2% | Added |
| Schwartz Investment Counsel Inc | 370,420 | $41.2M | 1.42% | −12,300−3.2% | Reduced |
| Royal Bank of Canada | 374,468 | $41.7M | 0.01% | +186,928+99.7% | Added |
| California Public Employees Retirement System | 375,763 | $41.8M | 0.03% | −16,446−4.2% | Reduced |
| Deprince Race & Zollo Inc | 379,187 | $42.2M | 0.88% | −56,989−13.1% | Reduced |
| Mackenzie Financial Corp | 382,540 | $42.6M | 0.06% | +106,245+38.5% | Added |
| Citigroup Inc | 387,823 | $43.2M | 0.03% | +251,328+184.1% | Added |
| Rhumbline Advisers | 391,593 | $43.6M | 0.04% | −223,110−36.3% | Reduced |
| Nomura Holdings Inc | 401,139 | $44.7M | 0.24% | +353,301+738.5% | Added |
| Two Creeks Capital Management, LP | 403,995 | $45.0M | 2.87% | +56,890+16.4% | Added |
| TD Asset Management Inc | 407,865 | $45.4M | 0.04% | +40,066+10.9% | Added |
| Woodline Partners LP | 409,346 | $45.6M | 0.30% | +409,346 | New |
| American Century Companies Inc | 418,142 | $46.5M | 0.03% | +315,784+308.5% | Added |
| Principal Financial Group Inc | 420,508 | $46.8M | 0.03% | −251,560−37.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 422,277 | $47.0M | 0.04% | +270,268+177.8% | Added |
| Point72 Asset Management, L.P. | 422,418 | $47.0M | 0.13% | +422,418 | New |
| Clearbridge Investments, LLC | 439,116 | $48.9M | 0.04% | −1980.0% | Reduced |
| BNP Paribas Arbitrage, SA | 440,433 | $49.0M | 0.04% | +362,735+466.9% | Added |
| Raymond James Financial Inc | 450,245 | $50.1M | 0.02% | −52,864−10.5% | Reduced |
| HITE Hedge Asset Management LLC | 467,563 | $52.0M | 3.23% | +260,226+125.5% | Added |
| Natixis Advisors, L.P. | 483,457 | $53.8M | 0.10% | +18,494+4.0% | Added |
| Renaissance Technologies LLC | 507,330 | $56.5M | 0.09% | +507,330 | New |
| Jennison Associates LLC | 518,272 | $57.7M | 0.04% | +283,820+121.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 545,477 | $60.7M | 0.04% | +69,357+14.6% | Added |
| Barclays PLC | 547,238 | $60.9M | 0.03% | +119,833+28.0% | Added |
| Ceredex Value Advisors LLC | 550,196 | $61.2M | 1.34% | −269,078−32.8% | Reduced |
| Primecap Management Co | 550,741 | $61.3M | 0.05% | −23,777−4.1% | Reduced |
| Macquarie Group Ltd | 558,486 | $62.2M | 0.08% | +28,809+5.4% | Added |
| Janus Henderson Group PLC | 582,630 | $64.6M | 0.04% | −79,751−12.0% | Reduced |
| Swiss National Bank | 586,656 | $65.3M | 0.05% | +9,700+1.7% | Added |
| Spears Abacus Advisors LLC | 613,838 | $68.3M | 1.47% | −148,428−19.5% | Reduced |
| Merewether Investment Management, LP | 664,682 | $74.0M | 2.69% | +164,791+33.0% | Added |
| Neuberger Berman Group LLC | 665,938 | $74.1M | 0.06% | +127,374+23.7% | Added |
| Canoe Financial LP | 731,000 | $79.0M | 1.27% | +303,400+71.0% | Added |
| Sagefield Capital LP | 737,728 | $82.1M | 9.90% | −89,882−10.9% | Reduced |
| Amundi | 753,600 | $83.3M | 0.03% | −24,246−3.1% | Reduced |
| Nuveen, LLC | 749,650 | $83.5M | 0.03% | +749,650 | New |
| Deutsche Bank AG | 759,311 | $84.5M | 0.03% | +396,330+109.2% | Added |
| Ninepoint Partners LP | 800,000 | $89.1M | 15.64% | +400,000+100.0% | Added |
| Two Sigma Advisers, LP | 812,260 | $90.4M | 0.20% | +812,260 | New |
| Kopernik Global Investors, LLC | 864,487 | $96.2M | 9.98% | −55,458−6.0% | Reduced |
| Encompass Capital Advisors LLC | 867,599 | $96.6M | 3.71% | −145,883−14.4% | Reduced |
| Two Sigma Investments, LP | 868,136 | $96.6M | 0.21% | +868,136 | New |
| Balyasny Asset Management LLC | 871,421 | $97.0M | 0.24% | +855,760+5,464.3% | Added |
| Legal & General Group Plc | 940,339 | $104.7M | 0.03% | +275,046+41.3% | Added |
| Stephens Investment Management Group LLC | 970,607 | $108.0M | 1.56% | −56,957−5.5% | Reduced |
| Zurich Insurance Group Ltd | 979,029 | $109.0M | 0.88% | +979,029 | New |
| Prudential Financial Inc | 1,030,471 | $114.7M | 0.16% | −379,273−26.9% | Reduced |
| Worldquant Millennium Advisors LLC | 1,044,698 | $116.3M | 0.73% | +1,037,991+15,476.2% | Added |
| UBS Group AG | 1,060,358 | $118.0M | 0.03% | +299,559+39.4% | Added |
| JPMorgan Chase & Co | 1,082,864 | $120.5M | 0.01% | +98,145+10.0% | Added |