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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 8,088 | $900.4K | 0.02% | +8,088 | New |
| ISAM Funds (UK) Ltd | 8,051 | $896.2K | 0.44% | +1,009+14.3% | Added |
| Aptus Capital Advisors, LLC | 7,814 | $869.9K | 0.01% | +2,346+42.9% | Added |
| Cidel Asset Management Inc | 7,766 | $864.5K | 0.06% | −115−1.5% | Reduced |
| Private Advisor Group, LLC | 7,632 | $849.5K | 0.01% | +142+1.9% | Added |
| Northwest & Ethical Investments L.P. | 7,480 | $831.4K | 0.02% | +5,080+211.7% | Added |
| Confluence Investment Management LLC | 7,421 | $826.1K | 0.01% | −550−6.9% | Reduced |
| X-Square Capital, LLC | 7,377 | $821.0K | 0.35% | +815+12.4% | Added |
| Illinois Municipal Retirement Fund | 7,261 | $808.3K | 0.01% | +7,261 | New |
| SevenBridge Financial Group, LLC | 7,210 | $799.7K | 0.16% | −410−5.4% | Reduced |
| Toroso Investments, LLC | 7,097 | $790.0K | 0.01% | −2,326−24.7% | Reduced |
| Qtron Investments LLC | 7,079 | $788.0K | 0.12% | +7,079 | New |
| Dark Forest Capital Management LP | 7,064 | $786.4K | 0.04% | +3,976+128.8% | Added |
| M&T Bank Corp | 6,923 | $770.7K | 0.00% | −787−10.2% | Reduced |
| Advisors Asset Management, Inc. | 6,922 | $770.6K | 0.01% | −4,386−38.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,900 | $768.1K | 0.09% | +6,900 | New |
| Virtu Financial LLC | 6,748 | $751.0K | 0.04% | +6,748 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,689 | $744.6K | 0.01% | −40,037−85.7% | Reduced |
| Central Trust Co | 6,627 | $737.7K | 0.02% | −640−8.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,610 | $736.0K | 0.33% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,479 | $721.3K | 0.01% | −380−5.5% | Reduced |
| Union Bancaire Privee, UBP SA | 7,299 | $720.1K | 0.01% | −6,393−46.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,460 | $719.1K | 0.03% | −5,130−44.3% | Reduced |
| Moran Wealth Management, LLC | 6,328 | $704.4K | 0.02% | −4,405−41.0% | Reduced |
| Pickering Energy Partners LP | 6,300 | $701.3K | 10.29% | +6,300 | New |
| GTS Securities LLC | 6,194 | $689.5K | 0.03% | −6,649−51.8% | Reduced |
| CWA Asset Management Group, LLC | 6,150 | $684.6K | 0.03% | −360−5.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,059 | $674.5K | 0.00% | +6,059 | New |
| Wahed Invest LLC | 5,971 | $664.7K | 0.11% | +5,971 | New |
| DekaBank Deutsche Girozentrale | 6,074 | $654.0K | 0.00% | −48−0.8% | Reduced |
| Wedmont Private Capital | 6,214 | $642.6K | 0.03% | +633+11.3% | Added |
| Sanders Morris Harris LLC | 5,555 | $618.4K | 0.10% | 00.0% | Unchanged |
| Scientech Research LLC | 5,393 | $600.3K | 0.16% | +5,393 | New |
| Apollon Wealth Management, LLC | 5,377 | $598.6K | 0.01% | +1,413+35.6% | Added |
| Axq Capital, LP | 5,298 | $589.8K | 0.24% | +5,298 | New |
| M&G Plc | 5,301 | $588.4K | 0.00% | 00.0% | Unchanged |
| Banco Santander, S.A. | 5,279 | $587.7K | 0.01% | +5,279 | New |
| Evergreen Capital Management LLC | 5,203 | $579.2K | 0.02% | +512+10.9% | Added |
| Machina Capital S.A.S. | 5,164 | $574.9K | 0.17% | +5,164 | New |
| Cerity Partners LLC | 5,159 | $574.2K | 0.00% | −3,311−39.1% | Reduced |
| Intellectus Partners, LLC | 5,074 | $564.9K | 0.14% | +77+1.5% | Added |
| Kestra Advisory Services, LLC | 5,065 | $563.8K | 0.00% | +379+8.1% | Added |
| MML Investors Services, LLC | 5,038 | $561.0K | 0.00% | +1,416+39.1% | Added |
| Evercore Wealth Management, LLC | 5,035 | $560.5K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 5,205 | $559.4K | 0.05% | +5,205 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,005 | $557.2K | 0.02% | −2,133−29.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,842 | $539.0K | 0.07% | +54+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,803 | $534.7K | 0.00% | +4,180+670.9% | Added |
| Beacon Pointe Advisors, LLC | 4,765 | $530.5K | 0.01% | +272+6.1% | Added |
| AE Wealth Management LLC | 4,730 | $526.6K | 0.00% | +4,730 | New |
| United Services Automobile Association | 4,732 | $525.0K | 0.02% | −8,791−65.0% | Reduced |
| Mediolanum International Funds Ltd | 4,691 | $520.4K | 0.01% | +701+17.6% | Added |
| Vista Investment Partners LLC | 4,633 | $515.7K | 0.16% | +4,633 | New |
| Centiva Capital, LP | 4,604 | $512.5K | 0.03% | −12,542−73.1% | Reduced |
| Omers Administration Corp | 4,548 | $506.3K | 0.00% | −756−14.3% | Reduced |
| Plato Investment Management Ltd | 4,466 | $502.5K | 0.04% | +4,466 | New |
| Guidance Capital, Inc | 4,744 | $502.3K | 0.15% | −101−2.1% | Reduced |
| Hardin Capital Partners, LLC | 4,500 | $500.9K | 0.31% | −387−7.9% | Reduced |
| Pinnbrook Capital Management LP | 4,466 | $497.2K | 0.32% | −75,359−94.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,359 | $485.3K | 0.00% | −2,891−39.9% | Reduced |
| Applied Finance Capital Management, LLC | 4,342 | $483.4K | 0.04% | −1,017−19.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,188 | $466.2K | 0.02% | −4,624−52.5% | Reduced |
| Oak Grove Capital LLC | 4,038 | $449.5K | 0.11% | −1,705−29.7% | Reduced |
| Forum Financial Management, LP | 4,026 | $448.2K | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,008 | $446.2K | 0.13% | −5−0.1% | Reduced |
| Revere Asset Management, Inc | 4,003 | $445.6K | 0.48% | +4,003 | New |
| Jupiter Asset Management Ltd | 3,974 | $442.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,896 | $439.2K | 0.01% | +825+26.9% | Added |
| Thompson Siegel & Walmsley LLC | 3,940 | $439.0K | 0.01% | −27−0.7% | Reduced |
| Baldwin Investment Management, LLC | 3,918 | $436.2K | 0.05% | +450+13.0% | Added |
| Oxbow Advisors, LLC | 3,917 | $436.0K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,768 | $424.6K | 0.00% | +449+13.5% | Added |
| Vestcor Inc | 3,807 | $424.0K | 0.01% | +1,432+60.3% | Added |
| CastleKnight Management LP | 3,800 | $423.0K | 0.05% | +3,800 | New |
| RSM US Wealth Management LLC | 3,798 | $422.8K | 0.01% | −1,202−24.0% | Reduced |
| Greenleaf Trust | 3,795 | $422.5K | 0.00% | +274+7.8% | Added |
| MUFG Securities Americas Inc. | 3,722 | $414.3K | 0.05% | +3,722 | New |
| Exchange Traded Concepts, LLC | 3,668 | $408.3K | 0.01% | −7,332−66.7% | Reduced |
| Truist Financial Corp | 3,630 | $404.1K | 0.00% | −122−3.3% | Reduced |
| Toth Financial Advisory Corp | 3,600 | $400.8K | 0.05% | +3,600 | New |
| Icon Wealth Advisors, LLC | 3,580 | $398.5K | 0.03% | +460+14.7% | Added |
| Mach-1 Financial Group, Inc. | 3,527 | $392.6K | 0.12% | +3,527 | New |
| Americana Partners, LLC | 3,524 | $392.3K | 0.02% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,500 | $389.6K | 0.01% | −500−12.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,482 | $387.0K | 0.00% | +1,197+52.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,461 | $385.3K | 0.01% | +3,461 | New |
| R Squared Ltd | 3,460 | $385.2K | 0.41% | +2,610+307.1% | Added |
| Blair William & Co | 3,456 | $384.7K | 0.00% | +103+3.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,450 | $384.1K | 0.25% | +3,450 | New |
| Shell Asset Management Co | 3,332 | $371.0K | 0.02% | −2,873−46.3% | Reduced |
| Hohimer Wealth Management, LLC | 3,315 | $369.0K | 0.07% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,301 | $367.5K | 0.10% | −4,300−56.6% | Reduced |
| Bryn Mawr Trust Co | 3,297 | $367.0K | 0.01% | −63−1.9% | Reduced |
| HB Wealth Management, LLC | 3,257 | $362.6K | 0.00% | +414+14.6% | Added |
| Argentarii, LLC | 3,245 | $361.3K | 0.18% | +3,245 | New |
| IFP Advisors, Inc | 3,230 | $359.6K | 0.01% | +1,827+130.2% | Added |
| Savant Capital, LLC | 3,172 | $353.1K | 0.00% | +473+17.5% | Added |
| Banco BTG Pactual S.A. | 3,150 | $350.7K | 0.09% | +1,050+50.0% | Added |
| Wealthcare Advisory Partners LLC | 3,121 | $347.4K | 0.01% | +68+2.2% | Added |
| Horizon Investments, LLC | 3,070 | $341.8K | 0.01% | +3,070 | New |