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 |
|---|---|---|---|---|---|
| Orca Wealth Management, LLC | 18,964 | $2.11M | 1.89% | +40.0% | Added |
| Bridgefront Capital, LLC | 18,553 | $2.07M | 0.60% | +18,553 | New |
| Oregon Public Employees Retirement Fund | 18,500 | $2.06M | 0.04% | −24,319−56.8% | Reduced |
| State of Tennessee, Treasury Department | 18,416 | $2.05M | 0.01% | −74,243−80.1% | Reduced |
| Mfg Wealth Management, Inc. | 18,169 | $2.02M | 1.93% | +2,813+18.3% | Added |
| Janney Montgomery Scott LLC | 17,809 | $1.98M | 0.01% | +59+0.3% | Added |
| Guggenheim Capital LLC | 17,777 | $1.98M | 0.02% | +1,521+9.4% | Added |
| Aperture Investors, LLC | 17,310 | $1.93M | 0.29% | +17,310 | New |
| Merit Financial Group, LLC | 17,307 | $1.93M | 0.03% | −413−2.3% | Reduced |
| Castleark Management LLC | 17,290 | $1.92M | 0.07% | +17,290 | New |
| Tower Research Capital LLC (TRC) | 17,259 | $1.92M | 0.06% | +3,801+28.2% | Added |
| KBC Group NV | 17,085 | $1.90M | 0.01% | +148+0.9% | Added |
| NYL Investors LLC | 17,058 | $1.90M | 0.12% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 17,004 | $1.89M | 0.02% | −39,403−69.9% | Reduced |
| TCW Group Inc | 16,970 | $1.89M | 0.02% | +2,612+18.2% | Added |
| JustInvest LLC | 16,899 | $1.88M | 0.03% | +1,964+13.2% | Added |
| Mizuho Securities USA LLC | 16,839 | $1.87M | 0.04% | +16,839 | New |
| Voloridge Investment Management, LLC | 16,721 | $1.86M | 0.01% | +16,721 | New |
| US Bancorp | 16,704 | $1.86M | 0.00% | −31,150−65.1% | Reduced |
| Pacific Global Investment Management CO | 16,606 | $1.85M | 2.62% | −471−2.8% | Reduced |
| HighTower Advisors, LLC | 15,886 | $1.77M | 0.00% | −2,423−13.2% | Reduced |
| Neo Ivy Capital Management | 15,302 | $1.70M | 0.54% | +15,302 | New |
| Steward Partners Investment Advisory, LLC | 15,247 | $1.70M | 0.02% | +1,694+12.5% | Added |
| Morgan Stanley Institutional Investment Advisors LLC | 15,135 | $1.68M | 0.40% | +15,135 | New |
| Arkadios Wealth Advisors | 15,113 | $1.68M | 0.06% | −147−1.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 15,000 | $1.67M | 0.22% | +15,000 | New |
| Clear Harbor Asset Management, LLC | 14,875 | $1.66M | 0.13% | +234+1.6% | Added |
| Numerai GP LLC | 14,572 | $1.62M | 0.31% | +14,572 | New |
| NEOS Investment Management LLC | 14,523 | $1.62M | 0.03% | +14,523 | New |
| Miracle Mile Advisors, LLC | 13,813 | $1.54M | 0.03% | −1,052−7.1% | Reduced |
| GWM Advisors LLC | 13,453 | $1.50M | 0.01% | +9,108+209.6% | Added |
| We Are One Seven, LLC | 13,240 | $1.47M | 0.06% | +5,949+81.6% | Added |
| Gulf International Bank (UK) Ltd | 13,102 | $1.46M | 0.05% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 13,075 | $1.46M | 0.06% | 00.0% | Unchanged |
| Advisor Resource Council | 12,936 | $1.44M | 0.12% | +12,936 | New |
| Cinctive Capital Management LP | 12,879 | $1.43M | 0.11% | −31,997−71.3% | Reduced |
| Hartford Investment Management Co | 12,833 | $1.43M | 0.05% | +12,833 | New |
| Sterling Capital Management LLC | 12,826 | $1.43M | 0.02% | −881−6.4% | Reduced |
| Quadrant Capital Group LLC | 12,681 | $1.41M | 0.05% | +10,542+492.8% | Added |
| Quantinno Capital Management LP | 12,582 | $1.40M | 0.01% | +8,482+206.9% | Added |
| Marathon Capital Management | 12,479 | $1.39M | 0.37% | −127−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,422 | $1.38M | 0.00% | −993−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 12,369 | $1.38M | 0.00% | +6,137+98.5% | Added |
| Pathstone Holdings, LLC | 12,266 | $1.37M | 0.01% | +971+8.6% | Added |
| Gilder Gagnon Howe & Co LLC | 12,227 | $1.36M | 0.02% | −462−3.6% | Reduced |
| Counterpoint Mutual Funds LLC | 12,136 | $1.35M | 0.19% | +12,136 | New |
| QRG Capital Management, Inc. | 11,991 | $1.33M | 0.01% | +361+3.1% | Added |
| NBC Securities, Inc. | 11,712 | $1.30M | 0.11% | +11,701+106,372.7% | Added |
| APG Asset Management N.V. | 12,604 | $1.30M | 0.00% | −3,903−23.6% | Reduced |
| Fox Run Management, L.L.C. | 11,659 | $1.30M | 0.20% | +4,427+61.2% | Added |
| Pitcairn Co | 11,611 | $1.29M | 0.08% | +1,085+10.3% | Added |
| The PNC Financial Services Group, Inc. | 11,445 | $1.27M | 0.00% | +1,123+10.9% | Added |
| Stephens Inc | 11,414 | $1.27M | 0.02% | +121+1.1% | Added |
| Louisiana State Employees Retirement System | 11,300 | $1.26M | 0.03% | −47,104−80.7% | Reduced |
| CI Private Wealth, LLC | 11,230 | $1.25M | 0.00% | +1,572+16.3% | Added |
| Campbell & CO Investment Adviser LLC | 11,189 | $1.25M | 0.10% | +11,189 | New |
| Securian Asset Management, Inc | 11,139 | $1.24M | 0.04% | −4,754−29.9% | Reduced |
| Davenport & Co LLC | 11,047 | $1.23M | 0.01% | +35+0.3% | Added |
| Maryland State Retirement & Pension System | 10,782 | $1.20M | 0.03% | −1,745−13.9% | Reduced |
| Pacer Advisors, Inc. | 10,748 | $1.20M | 0.00% | −20,178−65.2% | Reduced |
| Huber Capital Management LLC | 10,690 | $1.19M | 0.22% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,593 | $1.18M | 0.00% | +1,142+12.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 10,497 | $1.17M | 0.53% | −58−0.5% | Reduced |
| Bayesian Capital Management, LP | 10,400 | $1.16M | 0.19% | −23,729−69.5% | Reduced |
| Aurora Investment Counsel | 10,385 | $1.16M | 0.64% | −1,325−11.3% | Reduced |
| TownSquare Capital, LLC | 10,356 | $1.15M | 0.01% | +710+7.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,336 | $1.15M | 0.85% | −134−1.3% | Reduced |
| Long Focus Capital Management, LLC | 10,300 | $1.15M | 0.08% | −90,000−89.7% | Reduced |
| First Eagle Investment Management, LLC | 10,293 | $1.15M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,207 | $1.14M | 0.02% | +10,207 | New |
| CVA Family Office, LLC | 10,201 | $1.14M | 0.17% | +60+0.6% | Added |
| Nordea Investment Management AB | 10,067 | $1.13M | 0.00% | +61+0.6% | Added |
| Sequent Asset Management, LLC | 9,934 | $1.11M | 0.62% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,846 | $1.10M | 0.01% | −1,322−11.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,833 | $1.09M | 0.01% | +829+9.2% | Added |
| Nisa Investment Advisors, LLC | 9,753 | $1.09M | 0.01% | −59−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,742 | $1.08M | 0.01% | +1,913+24.4% | Added |
| New Mexico Educational Retirement Board | 9,700 | $1.08M | 0.04% | −33,550−77.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,549 | $1.08M | 0.00% | +9,255+3,148.0% | Added |
| Recurrent Investment Advisors LLC | 9,647 | $1.07M | 0.09% | +2,850+41.9% | Added |
| Swiss Life Asset Management Ltd | 9,573 | $1.07M | 0.01% | +2,338+32.3% | Added |
| Crewe Advisors LLC | 9,433 | $1.05M | 0.15% | +9,433 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,358 | $1.04M | 0.01% | +3,118+50.0% | Added |
| Ameritas Investment Partners, Inc. | 9,359 | $1.04M | 0.04% | −44,452−82.6% | Reduced |
| Spirit of America Management Corp | 9,050 | $1.01M | 0.20% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 9,017 | $1.00M | 0.01% | −11,903−56.9% | Reduced |
| Aviva PLC | 8,835 | $983.5K | 0.00% | +8,835 | New |
| Profund Advisors LLC | 8,831 | $983.1K | 0.04% | +4,022+83.6% | Added |
| Intech Investment Management LLC | 8,785 | $977.9K | 0.01% | −1,898−17.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 8,675 | $965.7K | 0.33% | +8,675 | New |
| Southport Management, L.L.C. | 8,670 | $965.1K | 4.16% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,668 | $964.9K | 0.15% | −2,160−19.9% | Reduced |
| Quest Partners LLC | 8,467 | $942.5K | 0.10% | +8,467 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,856 | $938.0K | 0.01% | +6,913+234.9% | Added |
| Metis Global Partners, LLC | 8,410 | $936.2K | 0.03% | +5,553+194.4% | Added |
| Salem Investment Counselors Inc | 8,281 | $921.8K | 0.03% | −950−10.3% | Reduced |
| Avantax Advisory Services, Inc. | 8,235 | $916.7K | 0.01% | +873+11.9% | Added |
| Allstate Corp | 8,234 | $916.6K | 0.03% | +2,101+34.3% | Added |
| AXA S.A. | 8,162 | $908.6K | 0.00% | +8,162 | New |
| Mercer Global Advisors Inc | 8,162 | $908.5K | 0.00% | +241+3.0% | Added |