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 |
|---|---|---|---|---|---|
| Bank of Montreal | 281,831 | $33.0M | 0.02% | −2,207−0.8% | Reduced |
| Alliancebernstein L.P. | 278,629 | $32.6M | 0.01% | +939+0.3% | Added |
| Korea Investment CORP | 277,532 | $32.5M | 0.07% | +105,358+61.2% | Added |
| Webs Creek Capital Management LP | 261,524 | $30.6M | 6.57% | +261,524 | New |
| Retirement Systems of Alabama | 253,971 | $29.7M | 0.11% | +1,280+0.5% | Added |
| California State Teachers Retirement System | 250,572 | $29.3M | 0.03% | +2,326+0.9% | Added |
| Freestone Grove Partners LP | 247,458 | $28.9M | 0.22% | +247,458 | New |
| Marshall Wace, LLP | 247,023 | $28.9M | 0.03% | +105,584+74.6% | Added |
| State of Wisconsin Investment Board | 229,414 | $26.8M | 0.07% | +5,756+2.6% | Added |
| LSP Investment Advisors, LLC | 226,817 | $26.5M | 19.03% | +45,000+24.8% | Added |
| Teachers Retirement System of the State of Kentucky | 222,866 | $26.1M | 0.21% | −31,298−12.3% | Reduced |
| Ceredex Value Advisors LLC | 220,050 | $25.7M | 0.55% | −330,146−60.0% | Reduced |
| HITE Hedge Asset Management LLC | 219,466 | $25.7M | 1.47% | −248,097−53.1% | Reduced |
| STRS Ohio | 211,232 | $24.7M | 0.09% | +50,159+31.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 207,620 | $24.3M | 0.09% | +139,500+204.8% | Added |
| Manufacturers Life Insurance Company, The | 201,957 | $23.6M | 0.02% | +22,115+12.3% | Added |
| State Board of Administration of Florida Retirement System | 200,548 | $23.5M | 0.04% | +1,860+0.9% | Added |
| Adage Capital Partners GP, L.L.C. | 198,300 | $23.2M | 0.04% | +156,400+373.3% | Added |
| Walleye Capital LLC | 197,427 | $23.1M | 0.21% | +129,987+192.7% | Added |
| Gotham Asset Management, LLC | 195,631 | $22.9M | 0.14% | +18,750+10.6% | Added |
| Waratah Capital Advisors Ltd. | 181,496 | $21.2M | 1.45% | −11,504−6.0% | Reduced |
| Verition Fund Management LLC | 178,346 | $20.9M | 0.12% | −31,923−15.2% | Reduced |
| Mercuria Capital Strategies, LLC | 176,949 | $20.7M | 5.54% | −140,000−44.2% | Reduced |
| ING Groep NV | 175,695 | $20.5M | 0.13% | +175,695 | New |
| Hancock Prospecting Pty Ltd | 171,804 | $20.1M | 0.64% | 00.0% | Unchanged |
| Bank of Nova Scotia | 166,679 | $19.5M | 0.04% | +147,456+767.1% | Added |
| Hartree Partners, LP | 164,470 | $19.2M | 5.45% | +25,547+18.4% | Added |
| National Bank of Canada | 166,385 | $19.0M | 0.02% | −9,764−5.5% | Reduced |
| Nomura Holdings Inc | 160,344 | $18.8M | 0.15% | −240,795−60.0% | Reduced |
| King Luther Capital Management Corp | 159,586 | $18.7M | 0.08% | +18,262+12.9% | Added |
| Aviva PLC | 157,177 | $18.4M | 0.04% | +148,342+1,679.0% | Added |
| Susquehanna Fundamental Investments, LLC | 156,604 | $18.3M | 0.49% | −41,602−21.0% | Reduced |
| Kempen Capital Management N.V. | 155,597 | $18.2M | 0.17% | −5,219−3.2% | Reduced |
| Federated Hermes, Inc. | 150,985 | $17.7M | 0.03% | +102,820+213.5% | Added |
| Thompson Siegel & Walmsley LLC | 150,740 | $17.6M | 0.30% | +146,800+3,725.9% | Added |
| New York State Teachers Retirement System | 144,642 | $16.9M | 0.04% | +271+0.2% | Added |
| Levin Capital Strategies, L.P. | 140,584 | $16.4M | 1.62% | −33,064−19.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 136,932 | $16.0M | 0.04% | +38,091+38.5% | Added |
| Pennant Investors, LP | 136,200 | $15.9M | 4.76% | −43,800−24.3% | Reduced |
| Clough Capital Partners L P | 131,379 | $15.4M | 1.54% | −128,123−49.4% | Reduced |
| CIBC Private Wealth Group, LLC | 130,624 | $15.3M | 0.03% | −101−0.1% | Reduced |
| Empowered Funds, LLC | 128,266 | $15.0M | 0.17% | +60,068+88.1% | Added |
| Public Employees Retirement System of Ohio | 126,998 | $14.9M | 0.05% | +20,095+18.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,844 | $14.5M | 0.04% | +33,385+36.9% | Added |
| Brevan Howard Capital Management LP | 122,140 | $14.3M | 0.16% | +122,140 | New |
| Hodges Capital Management Inc. | 121,394 | $14.2M | 1.36% | +5,319+4.6% | Added |
| Riposte Capital LLC | 120,000 | $14.0M | 6.99% | +120,000 | New |
| Envestnet Asset Management Inc | 119,782 | $14.0M | 0.00% | −1,428−1.2% | Reduced |
| Quantbot Technologies LP | 119,551 | $14.0M | 0.36% | +17,133+16.7% | Added |
| Janney Capital Management LLC | 117,337 | $13.7M | 0.89% | −1,536−1.3% | Reduced |
| Tudor Investment Corp Et Al | 114,960 | $13.4M | 0.10% | −91,035−44.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 114,387 | $13.4M | 0.04% | +4,095+3.7% | Added |
| Schonfeld Strategic Advisors LLC | 112,109 | $13.1M | 0.10% | +45,834+69.2% | Added |
| Bokf, NA | 111,139 | $13.0M | 0.21% | +75,994+216.2% | Added |
| Goehring & Rozencwajg Associates, LLC | 110,383 | $12.9M | 1.97% | −1,321−1.2% | Reduced |
| Mudita Advisors LLP | 110,300 | $12.9M | 4.33% | +27,400+33.1% | Added |
| Adams Natural Resources Fund, Inc. | 108,700 | $12.7M | 2.01% | −1,400−1.3% | Reduced |
| Toronto Dominion Bank | 108,566 | $12.7M | 0.03% | +27,538+34.0% | Added |
| Allianz Asset Management GmbH | 107,170 | $12.5M | 0.02% | −24,731−18.7% | Reduced |
| Discovery Capital Management, LLC | 106,000 | $12.4M | 0.97% | +106,000 | New |
| Treasurer of the State of North Carolina | 102,649 | $12.0M | 0.04% | −2,920−2.8% | Reduced |
| Cohen & Steers, Inc. | 99,743 | $11.7M | 0.02% | +7,948+8.7% | Added |
| Barometer Capital Management Inc. | 98,779 | $11.6M | 3.19% | +29,670+42.9% | Added |
| SEI Investments Co | 97,456 | $11.4M | 0.01% | +10,180+11.7% | Added |
| New York State Common Retirement Fund | 95,184 | $11.1M | 0.01% | −6,500−6.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 94,145 | $11.0M | 0.05% | +29,470+45.6% | Added |
| Rafferty Asset Management, LLC | 92,918 | $10.9M | 0.04% | −346−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 92,863 | $10.9M | 0.13% | +92,863 | New |
| MUFG Securities EMEA plc | 92,640 | $10.8M | 0.49% | +92,640 | New |
| Castleark Management LLC | 89,240 | $10.4M | 0.31% | +71,950+416.1% | Added |
| Mutual of America Capital Management LLC | 85,508 | $10.0M | 0.11% | +6,707+8.5% | Added |
| Asset Management One Co.,Ltd. | 84,471 | $9.88M | 0.03% | +1,109+1.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 82,992 | $9.71M | 0.13% | +82,992 | New |
| Alta Fundamental Advisers LLC | 82,960 | $9.70M | 5.30% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 82,502 | $9.65M | 0.12% | +82,502 | New |
| Brigade Capital Management, LP | 78,386 | $9.17M | 10.52% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 77,200 | $9.03M | 0.20% | +77,200 | New |
| Pictet Asset Management Holding SA | 77,134 | $9.02M | 0.01% | +4,787+6.6% | Added |
| Holowesko Partners Ltd. | 76,400 | $8.93M | 3.33% | 00.0% | Unchanged |
| Numerai GP LLC | 75,997 | $8.89M | 1.28% | +61,425+421.5% | Added |
| Man Group plc | 75,061 | $8.78M | 0.02% | −71,370−48.7% | Reduced |
| Ripple Effect Asset Management LP | 75,000 | $8.77M | 5.00% | +75,000 | New |
| Jefferies Financial Group Inc. | 74,704 | $8.74M | 0.14% | +39,693+113.4% | Added |
| Wealth High Governance Capital Ltda | 74,400 | $8.70M | 2.70% | +74,400 | New |
| Qsemble Capital Management, LP | 73,041 | $8.54M | 0.82% | +73,041 | New |
| Stifel Financial Corp | 71,651 | $8.38M | 0.01% | −2,016−2.7% | Reduced |
| Concorde Financial Corp | 71,264 | $8.33M | 4.93% | −1,180−1.6% | Reduced |
| AQR Capital Management LLC | 70,233 | $8.21M | 0.01% | +7,169+11.4% | Added |
| Pennant Select, LLC | 69,700 | $8.15M | 6.25% | −14,300−17.0% | Reduced |
| Gabelli Funds LLC | 69,611 | $8.14M | 0.06% | +69,611 | New |
| Entropy Technologies, LP | 69,283 | $8.10M | 0.64% | +8,222+13.5% | Added |
| Nomura Asset Management Co Ltd | 68,738 | $8.04M | 0.02% | +1,099+1.6% | Added |
| State of New Jersey Common Pension Fund D | 68,704 | $8.03M | 0.03% | +655+1.0% | Added |
| State of Michigan Retirement System | 68,700 | $8.03M | 0.04% | −3,500−4.8% | Reduced |
| SG Americas Securities, LLC | 67,646 | $7.91M | 0.03% | −101,031−59.9% | Reduced |
| Cinctive Capital Management LP | 67,430 | $7.89M | 0.44% | +54,551+423.6% | Added |
| Royal London Asset Management Ltd | 67,427 | $7.88M | 0.02% | +35,527+111.4% | Added |
| CIBC World Markets Inc. | 67,230 | $7.86M | 0.02% | +67,230 | New |
| Socorro Asset Management LP | 66,099 | $7.73M | 2.58% | +28,099+73.9% | Added |
| Franklin Resources Inc | 65,350 | $7.64M | 0.00% | +18,446+39.3% | Added |