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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 9,975 | $1.17M | 0.01% | +129+1.3% | Added |
| Quadrant Capital Group LLC | 9,930 | $1.16M | 0.04% | −2,751−21.7% | Reduced |
| Avantax Advisory Services, Inc. | 9,911 | $1.16M | 0.01% | +1,676+20.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,608 | $1.15M | 0.00% | +15+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,833 | $1.15M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,700 | $1.13M | 0.04% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 9,689 | $1.13M | 0.09% | +42+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 10,136 | $1.13M | 0.00% | +587+6.1% | Added |
| Toth Financial Advisory Corp | 9,440 | $1.10M | 0.13% | +5,840+162.2% | Added |
| Crewe Advisors LLC | 9,433 | $1.10M | 0.16% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,380 | $1.10M | 0.07% | +9,380 | New |
| Machina Capital S.A.S. | 9,279 | $1.09M | 0.23% | +4,115+79.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,276 | $1.08M | 0.00% | +6,769+270.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,071 | $1.06M | 0.44% | −1,426−13.6% | Reduced |
| Spirit of America Management Corp | 9,050 | $1.06M | 0.22% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,792 | $1.03M | 0.00% | +5,310+152.5% | Added |
| Southport Management, L.L.C. | 8,670 | $1.01M | 4.95% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,669 | $1.01M | 0.04% | −162−1.8% | Reduced |
| M&T Bank Corp | 8,516 | $996.0K | 0.00% | +1,593+23.0% | Added |
| Salem Investment Counselors Inc | 8,281 | $968.4K | 0.03% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 8,253 | $965.1K | 0.73% | +8,253 | New |
| Pitcairn Co | 8,226 | $961.9K | 0.06% | −3,385−29.2% | Reduced |
| Aurora Investment Counsel | 8,195 | $958.3K | 0.51% | −2,190−21.1% | Reduced |
| Convergence Investment Partners, LLC | 8,190 | $957.7K | 0.24% | +8,190 | New |
| Summit Global Investments | 8,183 | $957.0K | 0.06% | +8,183 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,156 | $936.9K | 0.04% | +3,156+157.8% | Added |
| R Squared Ltd | 7,890 | $922.7K | 0.51% | +4,430+128.0% | Added |
| Metis Global Partners, LLC | 7,631 | $892.4K | 0.02% | −779−9.3% | Reduced |
| Cidel Asset Management Inc | 7,622 | $891.3K | 0.05% | −144−1.9% | Reduced |
| X-Square Capital, LLC | 7,566 | $885.0K | 0.32% | +189+2.6% | Added |
| WealthTrust Asset Management, LLC | 7,534 | $881.0K | 0.66% | +7,534 | New |
| Mariner Investment Group LLC | 7,500 | $877.0K | 0.32% | +7,500 | New |
| Aptus Capital Advisors, LLC | 7,477 | $874.4K | 0.01% | −337−4.3% | Reduced |
| Private Advisor Group, LLC | 7,321 | $856.1K | 0.00% | −311−4.1% | Reduced |
| Silvant Capital Management LLC | 7,260 | $849.0K | 0.03% | +7,260 | New |
| Cookson Peirce & Co Inc | 7,156 | $836.8K | 0.04% | +7,156 | New |
| Steel Peak Wealth Management LLC | 7,110 | $831.4K | 0.03% | +4,834+212.4% | Added |
| Qtron Investments LLC | 7,079 | $827.8K | 0.11% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 7,015 | $820.3K | 0.01% | −406−5.5% | Reduced |
| Wedmont Private Capital | 7,784 | $818.8K | 0.03% | +1,570+25.3% | Added |
| Ameritas Investment Partners, Inc. | 6,944 | $812.0K | 0.03% | −2,415−25.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,908 | $807.8K | 0.01% | +219+3.3% | Added |
| PKO Investment Management Joint-Stock Co | 6,900 | $806.9K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,873 | $803.8K | 0.00% | −6,580−48.9% | Reduced |
| Quantessence Capital LLC | 6,784 | $793.3K | 0.23% | +6,784 | New |
| Mercer Global Advisors Inc | 6,769 | $791.6K | 0.00% | −1,393−17.1% | Reduced |
| GTS Securities LLC | 6,725 | $786.4K | 0.04% | +531+8.6% | Added |
| Diversify Advisory Services, LLC | 8,122 | $778.8K | 0.03% | +8,122 | New |
| Guggenheim Capital LLC | 6,636 | $776.0K | 0.01% | −11,141−62.7% | Reduced |
| Vestcor Inc | 6,635 | $776.0K | 0.02% | +2,828+74.3% | Added |
| Beacon Pointe Advisors, LLC | 6,529 | $763.5K | 0.01% | +1,764+37.0% | Added |
| Gamco Investors, Inc. Et Al | 6,476 | $757.3K | 0.01% | +6,476 | New |
| Central Trust Co | 6,409 | $749.5K | 0.02% | −218−3.3% | Reduced |
| Icon Wealth Advisors, LLC | 6,345 | $742.0K | 0.05% | +2,765+77.2% | Added |
| Banco BTG Pactual S.A. | 6,300 | $736.7K | 0.15% | +3,150+100.0% | Added |
| Moran Wealth Management, LLC | 6,291 | $735.7K | 0.02% | −37−0.6% | Reduced |
| Mangrove Partners | 6,255 | $731.5K | 0.08% | +6,255 | New |
| Mediolanum International Funds Ltd | 6,129 | $729.1K | 0.01% | +1,438+30.7% | Added |
| CWA Asset Management Group, LLC | 6,227 | $728.2K | 0.03% | +77+1.3% | Added |
| Federation des caisses Desjardins du Quebec | 6,180 | $722.7K | 0.00% | +1,377+28.7% | Added |
| DekaBank Deutsche Girozentrale | 6,122 | $720.0K | 0.00% | +48+0.8% | Added |
| Intech Investment Management LLC | 5,991 | $700.6K | 0.01% | −2,794−31.8% | Reduced |
| Wahed Invest LLC | 5,974 | $698.6K | 0.11% | +3+0.1% | Added |
| Pickering Energy Partners LP | 5,950 | $695.8K | 17.09% | −350−5.6% | Reduced |
| Vontobel Holding Ltd. | 5,944 | $695.1K | 0.00% | +5,944 | New |
| SevenBridge Financial Group, LLC | 7,035 | $674.6K | 0.12% | −175−2.4% | Reduced |
| Evergreen Capital Management LLC | 5,611 | $656.2K | 0.02% | +408+7.8% | Added |
| Norden Group LLC | 5,558 | $650.0K | 0.07% | +3,181+133.8% | Added |
| Sanders Morris Harris LLC | 5,555 | $649.6K | 0.16% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,874 | $641.8K | 0.01% | −3,982−40.4% | Reduced |
| Axq Capital, LP | 5,319 | $622.0K | 0.20% | +21+0.4% | Added |
| M&G Plc | 5,301 | $620.2K | 0.00% | 00.0% | Unchanged |
| Corigliano Investment Advisers, LLC | 5,300 | $619.8K | 0.20% | +5,300 | New |
| Advisory Services Network, LLC | 5,898 | $618.0K | 0.01% | −581−9.0% | Reduced |
| Apollon Wealth Management, LLC | 5,178 | $605.5K | 0.01% | −199−3.7% | Reduced |
| Investment Management Corp of Ontario | 5,128 | $599.7K | 0.01% | −29,435−85.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,111 | $597.7K | 0.07% | +269+5.6% | Added |
| Callan Family Office, LLC | 5,082 | $594.3K | 0.02% | +5,082 | New |
| Intellectus Partners, LLC | 5,076 | $593.5K | 0.13% | +20.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,072 | $593.1K | 0.00% | +713+16.4% | Added |
| MML Investors Services, LLC | 5,069 | $593.0K | 0.00% | +31+0.6% | Added |
| Kestra Advisory Services, LLC | 5,014 | $586.4K | 0.00% | −51−1.0% | Reduced |
| Banco Santander, S.A. | 4,976 | $581.9K | 0.01% | −303−5.7% | Reduced |
| Hennessy Advisors Inc | 4,900 | $573.0K | 0.02% | +1,400+40.0% | Added |
| MUFG Securities Americas Inc. | 4,799 | $561.2K | 0.05% | +1,077+28.9% | Added |
| Capstone Investment Advisors, LLC | 4,703 | $550.0K | 0.00% | +4,703 | New |
| D.A. Davidson & Co. | 4,655 | $544.4K | 0.00% | +4,655 | New |
| Fifth Third Wealth Advisors LLC | 4,654 | $544.2K | 0.02% | +466+11.1% | Added |
| Boothbay Fund Management, LLC | 4,639 | $542.5K | 0.02% | +4,639 | New |
| Savant Capital, LLC | 4,561 | $533.4K | 0.00% | +1,389+43.8% | Added |
| Omers Administration Corp | 4,548 | $531.8K | 0.00% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 4,500 | $526.2K | 0.31% | +3,000+200.0% | Added |
| Plato Investment Management Ltd | 4,466 | $520.3K | 0.04% | 00.0% | Unchanged |
| Laurion Capital Management LP | 4,374 | $511.5K | 0.06% | +4,374 | New |
| Verdence Capital Advisors LLC | 4,338 | $507.3K | 0.03% | +4,338 | New |
| Hudson Bay Capital Management LP | 4,320 | $505.2K | 0.00% | +4,320 | New |
| Bridgewater Advisors Inc. | 5,641 | $500.3K | 0.04% | +436+8.4% | Added |
| TD Waterhouse Canada Inc. | 4,483 | $498.4K | 0.00% | +715+19.0% | Added |
| RSM US Wealth Management LLC | 4,256 | $497.7K | 0.01% | +458+12.1% | Added |
| Cim Investment Mangement Inc | 4,549 | $491.6K | 0.09% | +2,283+100.8% | Added |