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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 9,279 | $1.09M | 0.23% | +4,115+79.7% | Added |
| Everence Capital Management Inc | 9,380 | $1.10M | 0.07% | +9,380 | New |
| Crewe Advisors LLC | 9,433 | $1.10M | 0.16% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9,440 | $1.10M | 0.13% | +5,840+162.2% | Added |
| Allspring Global Investments Holdings, LLC | 10,136 | $1.13M | 0.00% | +587+6.1% | Added |
| Recurrent Investment Advisors LLC | 9,689 | $1.13M | 0.09% | +42+0.4% | Added |
| New Mexico Educational Retirement Board | 9,700 | $1.13M | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 9,833 | $1.15M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,608 | $1.15M | 0.00% | +15+0.1% | Added |
| Avantax Advisory Services, Inc. | 9,911 | $1.16M | 0.01% | +1,676+20.4% | Added |
| Quadrant Capital Group LLC | 9,930 | $1.16M | 0.04% | −2,751−21.7% | Reduced |
| Sanctuary Advisors, LLC | 9,975 | $1.17M | 0.01% | +129+1.3% | Added |
| Sequent Asset Management, LLC | 9,984 | $1.17M | 0.93% | +50+0.5% | Added |
| Viking Fund Management LLC | 10,000 | $1.17M | 0.16% | +10,000 | New |
| IronOak Wealth LLC. | 10,259 | $1.20M | 1.17% | +10,259 | New |
| CVA Family Office, LLC | 10,262 | $1.20M | 0.17% | +61+0.6% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,336 | $1.21M | 0.85% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,359 | $1.21M | 0.06% | +3,611+53.5% | Added |
| Gulf International Bank (UK) Ltd | 10,393 | $1.22M | 0.04% | −2,709−20.7% | Reduced |
| NBC Securities, Inc. | 10,420 | $1.22M | 0.10% | −1,292−11.0% | Reduced |
| Huber Capital Management LLC | 10,678 | $1.25M | 0.21% | −12−0.1% | Reduced |
| Maryland State Retirement & Pension System | 10,782 | $1.26M | 0.03% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 10,888 | $1.27M | 0.00% | +595+5.8% | Added |
| Nisa Investment Advisors, LLC | 10,894 | $1.27M | 0.01% | +1,141+11.7% | Added |
| Danske Bank A/S | 10,955 | $1.28M | 0.00% | −154,153−93.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,972 | $1.28M | 0.03% | +10,972 | New |
| Davenport & Co LLC | 11,011 | $1.29M | 0.01% | −36−0.3% | Reduced |
| QRG Capital Management, Inc. | 11,059 | $1.29M | 0.01% | −932−7.8% | Reduced |
| Securian Asset Management, Inc | 11,321 | $1.32M | 0.04% | +182+1.6% | Added |
| Louisiana State Employees Retirement System | 11,400 | $1.33M | 0.02% | +100+0.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 11,521 | $1.35M | 0.34% | +2,846+32.8% | Added |
| Marathon Capital Management | 11,664 | $1.36M | 0.35% | −815−6.5% | Reduced |
| Cerity Partners LLC | 11,925 | $1.39M | 0.00% | +6,766+131.1% | Added |
| Gilder Gagnon Howe & Co LLC | 12,154 | $1.42M | 0.02% | −73−0.6% | Reduced |
| CenterBook Partners LP | 12,222 | $1.43M | 0.08% | +12,222 | New |
| Fox Run Management, L.L.C. | 12,240 | $1.43M | 0.24% | +581+5.0% | Added |
| Abc Arbitrage SA | 12,290 | $1.44M | 0.16% | +12,290 | New |
| Stephens Inc | 12,484 | $1.46M | 0.02% | +1,070+9.4% | Added |
| Commonwealth Equity Services, LLC | 12,546 | $1.47M | 0.00% | −11,844−48.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,710 | $1.49M | 0.40% | +12,710 | New |
| Miracle Mile Advisors, LLC | 12,781 | $1.49M | 0.03% | −1,032−7.5% | Reduced |
| Hartford Investment Management Co | 13,118 | $1.53M | 0.05% | +285+2.2% | Added |
| Erste Asset Management GmbH | 13,000 | $1.55M | 0.01% | +13,000 | New |
| Gsa Capital Partners LLP | 13,303 | $1.56M | 0.11% | +13,303 | New |
| Cambridge Investment Research Advisors, Inc. | 13,483 | $1.58M | 0.00% | +1,061+8.5% | Added |
| Braun Stacey Associates Inc | 13,575 | $1.59M | 0.06% | +500+3.8% | Added |
| Vident Advisory, LLC | 13,931 | $1.63M | 0.02% | −10,449−42.9% | Reduced |
| We Are One Seven, LLC | 14,098 | $1.65M | 0.05% | +858+6.5% | Added |
| Wolverine Trading, LLC | 13,972 | $1.66M | 0.04% | −6,627−32.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 14,558 | $1.70M | 0.39% | +14,558 | New |
| Clear Harbor Asset Management, LLC | 14,790 | $1.73M | 0.13% | −85−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,806 | $1.73M | 0.09% | +8,346+129.2% | Added |
| Sterling Capital Management LLC | 14,883 | $1.74M | 0.02% | +2,057+16.0% | Added |
| Mizuho Securities USA LLC | 14,974 | $1.75M | 0.04% | +14,974 | New |
| Union Bancaire Privee, UBP SA | 18,058 | $1.78M | 0.03% | +10,759+147.4% | Added |
| Twinbeech Capital LP | 15,231 | $1.78M | 0.04% | −27,376−64.3% | Reduced |
| Norinchukin Bank, The | 15,371 | $1.80M | 0.03% | +7,283+90.0% | Added |
| Horizon Investments, LLC | 15,391 | $1.80M | 0.03% | +12,321+401.3% | Added |
| HighTower Advisors, LLC | 15,463 | $1.81M | 0.00% | −423−2.7% | Reduced |
| Nordea Investment Management AB | 15,301 | $1.81M | 0.00% | +5,234+52.0% | Added |
| Nierenberg Investment Management Company, Inc. | 15,555 | $1.82M | 1.06% | −4,000−20.5% | Reduced |
| Pathstone Holdings, LLC | 15,842 | $1.85M | 0.01% | +3,576+29.2% | Added |
| AXA S.A. | 16,046 | $1.88M | 0.01% | +7,884+96.6% | Added |
| Concentric Capital Strategies, LP | 16,163 | $1.89M | 0.11% | +16,163 | New |
| Westerkirk Capital Inc. | 16,300 | $1.91M | 0.23% | +16,300 | New |
| Bridgefront Capital, LLC | 16,308 | $1.91M | 0.51% | −2,245−12.1% | Reduced |
| Brandes Investment Partners, LP | 16,315 | $1.91M | 0.02% | −3,769−18.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,512 | $1.93M | 0.01% | +6,770+69.5% | Added |
| US Bancorp | 16,866 | $1.97M | 0.00% | +162+1.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 16,900 | $1.98M | 0.21% | +16,900 | New |
| KBC Group NV | 16,937 | $1.98M | 0.01% | −148−0.9% | Reduced |
| Delta Investment Management, LLC | 16,966 | $1.98M | 0.38% | +16,966 | New |
| Pacer Advisors, Inc. | 17,046 | $1.99M | 0.01% | +6,298+58.6% | Added |
| NYL Investors LLC | 17,058 | $1.99M | 0.55% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,132 | $2.00M | 0.02% | −175−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 17,197 | $2.01M | 0.05% | −62−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,356 | $2.03M | 0.13% | +6,167+55.1% | Added |
| Penn Capital Management Co Inc | 17,228 | $2.05M | 0.18% | −2,896−14.4% | Reduced |
| Gradient Investments LLC | 17,991 | $2.10M | 0.04% | −2,358−11.6% | Reduced |
| Arkadios Wealth Advisors | 18,009 | $2.11M | 0.06% | +2,896+19.2% | Added |
| Mfg Wealth Management, Inc. | 18,072 | $2.11M | 1.78% | −97−0.5% | Reduced |
| NEOS Investment Management LLC | 18,089 | $2.12M | 0.03% | +3,566+24.6% | Added |
| JustInvest LLC | 18,324 | $2.15M | 0.02% | +1,425+8.4% | Added |
| TCW Group Inc | 18,422 | $2.15M | 0.02% | +1,452+8.6% | Added |
| Toroso Investments, LLC | 18,440 | $2.16M | 0.01% | +11,343+159.8% | Added |
| TriaGen Wealth Management LLC | 18,596 | $2.17M | 0.66% | +18,596 | New |
| Independent Advisor Alliance | 18,650 | $2.18M | 0.06% | −727−3.8% | Reduced |
| Oregon Public Employees Retirement Fund | 18,700 | $2.19M | 0.04% | +200+1.1% | Added |
| Janney Montgomery Scott LLC | 18,720 | $2.19M | 0.01% | +911+5.1% | Added |
| Counterpoint Mutual Funds LLC | 18,732 | $2.19M | 0.19% | +6,596+54.4% | Added |
| Steward Partners Investment Advisory, LLC | 18,897 | $2.21M | 0.02% | +3,650+23.9% | Added |
| Orca Wealth Management, LLC | 18,978 | $2.22M | 1.87% | +14+0.1% | Added |
| Candriam Luxembourg S.C.A. | 19,366 | $2.26M | 0.01% | +19,366 | New |
| Engineers Gate Manager LP | 19,426 | $2.27M | 0.03% | +9,219+90.3% | Added |
| Accordant Advisory Group Inc | 19,444 | $2.27M | 1.69% | +19,444 | New |
| Winnow Wealth LLC | 19,444 | $2.27M | 1.69% | +19,444 | New |
| Uhlmann Price Securities, LLC | 19,518 | $2.28M | 1.63% | −643−3.2% | Reduced |
| GeoSphere Capital Management, LLC | 20,000 | $2.34M | 2.38% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 20,321 | $2.38M | 1.01% | +436+2.2% | Added |
| Standard Life Aberdeen plc | 20,439 | $2.39M | 0.00% | +1,044+5.4% | Added |