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, Q2 2025
Institutional positions in Expand Energy Corp as of Jun 30, 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
- 812
- +82 vs. Q1 2025
- Shares held
- 215.9M
- −6.06M (−2.7%) vs. Q1 2025
- Total value
- $25.2B
- +$530.2M (+2.1%) vs. Q1 2025
- New holders
- 151
- 324 more added
- Sold out
- 69
- 234 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CastleKnight Management LP | 3,800 | $444.4K | 0.03% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 4,002 | $444.9K | 0.26% | −498−11.1% | Reduced |
| Bryn Mawr Trust Co | 3,846 | $449.8K | 0.01% | +549+16.7% | Added |
| Doliver Advisors, LP | 3,895 | $455.5K | 0.12% | −113−2.8% | Reduced |
| Oxbow Advisors, LLC | 3,917 | $458.1K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,918 | $458.2K | 0.06% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 3,974 | $464.7K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,980 | $473.5K | 0.01% | −3,500−46.8% | Reduced |
| New Wave Wealth Advisors LLC | 4,066 | $475.5K | 0.20% | +4,066 | New |
| Forum Financial Management, LP | 4,116 | $481.3K | 0.01% | +90+2.2% | Added |
| Oxford Asset Management LLP | 4,159 | $486.4K | 0.16% | +4,159 | New |
| Quattro Financial Advisors LLC | 4,200 | $491.1K | 0.17% | +4,200 | New |
| Cim Investment Mangement Inc | 4,549 | $491.6K | 0.09% | +2,283+100.8% | Added |
| RSM US Wealth Management LLC | 4,256 | $497.7K | 0.01% | +458+12.1% | Added |
| TD Waterhouse Canada Inc. | 4,483 | $498.4K | 0.00% | +715+19.0% | Added |
| Bridgewater Advisors Inc. | 5,641 | $500.3K | 0.04% | +436+8.4% | Added |
| Hudson Bay Capital Management LP | 4,320 | $505.2K | 0.00% | +4,320 | New |
| Verdence Capital Advisors LLC | 4,338 | $507.3K | 0.03% | +4,338 | New |
| Laurion Capital Management LP | 4,374 | $511.5K | 0.06% | +4,374 | New |
| Plato Investment Management Ltd | 4,466 | $520.3K | 0.04% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 4,500 | $526.2K | 0.31% | +3,000+200.0% | Added |
| Omers Administration Corp | 4,548 | $531.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,561 | $533.4K | 0.00% | +1,389+43.8% | Added |
| Boothbay Fund Management, LLC | 4,639 | $542.5K | 0.02% | +4,639 | New |
| Fifth Third Wealth Advisors LLC | 4,654 | $544.2K | 0.02% | +466+11.1% | Added |
| D.A. Davidson & Co. | 4,655 | $544.4K | 0.00% | +4,655 | New |
| Capstone Investment Advisors, LLC | 4,703 | $550.0K | 0.00% | +4,703 | New |
| MUFG Securities Americas Inc. | 4,799 | $561.2K | 0.05% | +1,077+28.9% | Added |
| Hennessy Advisors Inc | 4,900 | $573.0K | 0.02% | +1,400+40.0% | Added |
| Banco Santander, S.A. | 4,976 | $581.9K | 0.01% | −303−5.7% | Reduced |
| Kestra Advisory Services, LLC | 5,014 | $586.4K | 0.00% | −51−1.0% | Reduced |
| MML Investors Services, LLC | 5,069 | $593.0K | 0.00% | +31+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,072 | $593.1K | 0.00% | +713+16.4% | Added |
| Intellectus Partners, LLC | 5,076 | $593.5K | 0.13% | +20.0% | Added |
| Callan Family Office, LLC | 5,082 | $594.3K | 0.02% | +5,082 | New |
| Pekin Hardy Strauss, Inc. | 5,111 | $597.7K | 0.07% | +269+5.6% | Added |
| Investment Management Corp of Ontario | 5,128 | $599.7K | 0.01% | −29,435−85.2% | Reduced |
| Apollon Wealth Management, LLC | 5,178 | $605.5K | 0.01% | −199−3.7% | Reduced |
| Advisory Services Network, LLC | 5,898 | $618.0K | 0.01% | −581−9.0% | Reduced |
| Corigliano Investment Advisers, LLC | 5,300 | $619.8K | 0.20% | +5,300 | New |
| M&G Plc | 5,301 | $620.2K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 5,319 | $622.0K | 0.20% | +21+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,874 | $641.8K | 0.01% | −3,982−40.4% | Reduced |
| Sanders Morris Harris LLC | 5,555 | $649.6K | 0.16% | 00.0% | Unchanged |
| Norden Group LLC | 5,558 | $650.0K | 0.07% | +3,181+133.8% | Added |
| Evergreen Capital Management LLC | 5,611 | $656.2K | 0.02% | +408+7.8% | Added |
| SevenBridge Financial Group, LLC | 7,035 | $674.6K | 0.12% | −175−2.4% | Reduced |
| Vontobel Holding Ltd. | 5,944 | $695.1K | 0.00% | +5,944 | New |
| Pickering Energy Partners LP | 5,950 | $695.8K | 17.09% | −350−5.6% | Reduced |
| Wahed Invest LLC | 5,974 | $698.6K | 0.11% | +3+0.1% | Added |
| Intech Investment Management LLC | 5,991 | $700.6K | 0.01% | −2,794−31.8% | Reduced |
| DekaBank Deutsche Girozentrale | 6,122 | $720.0K | 0.00% | +48+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 6,180 | $722.7K | 0.00% | +1,377+28.7% | Added |
| CWA Asset Management Group, LLC | 6,227 | $728.2K | 0.03% | +77+1.3% | Added |
| Mediolanum International Funds Ltd | 6,129 | $729.1K | 0.01% | +1,438+30.7% | Added |
| Mangrove Partners | 6,255 | $731.5K | 0.08% | +6,255 | New |
| Moran Wealth Management, LLC | 6,291 | $735.7K | 0.02% | −37−0.6% | Reduced |
| Banco BTG Pactual S.A. | 6,300 | $736.7K | 0.15% | +3,150+100.0% | Added |
| Icon Wealth Advisors, LLC | 6,345 | $742.0K | 0.05% | +2,765+77.2% | Added |
| Central Trust Co | 6,409 | $749.5K | 0.02% | −218−3.3% | Reduced |
| Gamco Investors, Inc. Et Al | 6,476 | $757.3K | 0.01% | +6,476 | New |
| Beacon Pointe Advisors, LLC | 6,529 | $763.5K | 0.01% | +1,764+37.0% | Added |
| Vestcor Inc | 6,635 | $776.0K | 0.02% | +2,828+74.3% | Added |
| Guggenheim Capital LLC | 6,636 | $776.0K | 0.01% | −11,141−62.7% | Reduced |
| Diversify Advisory Services, LLC | 8,122 | $778.8K | 0.03% | +8,122 | New |
| GTS Securities LLC | 6,725 | $786.4K | 0.04% | +531+8.6% | Added |
| Mercer Global Advisors Inc | 6,769 | $791.6K | 0.00% | −1,393−17.1% | Reduced |
| Quantessence Capital LLC | 6,784 | $793.3K | 0.23% | +6,784 | New |
| GWM Advisors LLC | 6,873 | $803.8K | 0.00% | −6,580−48.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,900 | $806.9K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,908 | $807.8K | 0.01% | +219+3.3% | Added |
| Ameritas Investment Partners, Inc. | 6,944 | $812.0K | 0.03% | −2,415−25.8% | Reduced |
| Wedmont Private Capital | 7,784 | $818.8K | 0.03% | +1,570+25.3% | Added |
| Confluence Investment Management LLC | 7,015 | $820.3K | 0.01% | −406−5.5% | Reduced |
| Qtron Investments LLC | 7,079 | $827.8K | 0.11% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,110 | $831.4K | 0.03% | +4,834+212.4% | Added |
| Cookson Peirce & Co Inc | 7,156 | $836.8K | 0.04% | +7,156 | New |
| Silvant Capital Management LLC | 7,260 | $849.0K | 0.03% | +7,260 | New |
| Private Advisor Group, LLC | 7,321 | $856.1K | 0.00% | −311−4.1% | Reduced |
| Aptus Capital Advisors, LLC | 7,477 | $874.4K | 0.01% | −337−4.3% | Reduced |
| Mariner Investment Group LLC | 7,500 | $877.0K | 0.32% | +7,500 | New |
| WealthTrust Asset Management, LLC | 7,534 | $881.0K | 0.66% | +7,534 | New |
| X-Square Capital, LLC | 7,566 | $885.0K | 0.32% | +189+2.6% | Added |
| Cidel Asset Management Inc | 7,622 | $891.3K | 0.05% | −144−1.9% | Reduced |
| Metis Global Partners, LLC | 7,631 | $892.4K | 0.02% | −779−9.3% | Reduced |
| R Squared Ltd | 7,890 | $922.7K | 0.51% | +4,430+128.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,156 | $936.9K | 0.04% | +3,156+157.8% | Added |
| Summit Global Investments | 8,183 | $957.0K | 0.06% | +8,183 | New |
| Convergence Investment Partners, LLC | 8,190 | $957.7K | 0.24% | +8,190 | New |
| Aurora Investment Counsel | 8,195 | $958.3K | 0.51% | −2,190−21.1% | Reduced |
| Pitcairn Co | 8,226 | $961.9K | 0.06% | −3,385−29.2% | Reduced |
| Eschler Asset Management LLP | 8,253 | $965.1K | 0.73% | +8,253 | New |
| Salem Investment Counselors Inc | 8,281 | $968.4K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 8,516 | $996.0K | 0.00% | +1,593+23.0% | Added |
| Profund Advisors LLC | 8,669 | $1.01M | 0.04% | −162−1.8% | Reduced |
| Southport Management, L.L.C. | 8,670 | $1.01M | 4.95% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,792 | $1.03M | 0.00% | +5,310+152.5% | Added |
| Spirit of America Management Corp | 9,050 | $1.06M | 0.22% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 9,071 | $1.06M | 0.44% | −1,426−13.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,276 | $1.08M | 0.00% | +6,769+270.0% | Added |