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 |
|---|---|---|---|---|---|
| Quattro Financial Advisors LLC | 4,200 | $491.1K | 0.17% | +4,200 | New |
| Oxford Asset Management LLP | 4,159 | $486.4K | 0.16% | +4,159 | New |
| Forum Financial Management, LP | 4,116 | $481.3K | 0.01% | +90+2.2% | Added |
| New Wave Wealth Advisors LLC | 4,066 | $475.5K | 0.20% | +4,066 | New |
| Northwest & Ethical Investments L.P. | 3,980 | $473.5K | 0.01% | −3,500−46.8% | Reduced |
| Jupiter Asset Management Ltd | 3,974 | $464.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,918 | $458.2K | 0.06% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 3,917 | $458.1K | 0.05% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,895 | $455.5K | 0.12% | −113−2.8% | Reduced |
| Bryn Mawr Trust Co | 3,846 | $449.8K | 0.01% | +549+16.7% | Added |
| Hardin Capital Partners, LLC | 4,002 | $444.9K | 0.26% | −498−11.1% | Reduced |
| CastleKnight Management LP | 3,800 | $444.4K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,257 | $438.7K | 0.01% | +27+0.8% | Added |
| Atomi Financial Group, Inc. | 3,750 | $438.5K | 0.02% | +694+22.7% | Added |
| Gladstone Institutional Advisory LLC | 3,692 | $431.7K | 0.02% | +3,692 | New |
| GAMMA Investing LLC | 3,657 | $427.6K | 0.03% | +711+24.1% | Added |
| Greenleaf Trust | 3,636 | $425.2K | 0.00% | −159−4.2% | Reduced |
| Americana Partners, LLC | 3,524 | $412.1K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,500 | $409.3K | 0.02% | +3,500 | New |
| U.S. Capital Wealth Advisors, LLC | 3,485 | $407.5K | 0.01% | +24+0.7% | Added |
| Shell Asset Management Co | 3,451 | $404.0K | 0.01% | +119+3.6% | Added |
| HB Wealth Management, LLC | 3,448 | $403.3K | 0.00% | +191+5.9% | Added |
| William Blair Investment Management, LLC | 3,448 | $403.2K | 0.00% | +3,448 | New |
| Simmons Bank | 3,445 | $402.9K | 0.03% | +715+26.2% | Added |
| Cresset Asset Management, LLC | 3,417 | $399.6K | 0.00% | −18,284−84.3% | Reduced |
| Algert Global LLC | 3,413 | $399.1K | 0.01% | +3,413 | New |
| Truist Financial Corp | 3,413 | $399.1K | 0.00% | −217−6.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,351 | $391.9K | 0.00% | +427+14.6% | Added |
| Landscape Capital Management, L.L.C. | 3,349 | $391.6K | 0.03% | +501+17.6% | Added |
| Hohimer Wealth Management, LLC | 3,313 | $387.4K | 0.07% | −2−0.1% | Reduced |
| Argentarii, LLC | 3,226 | $377.4K | 0.17% | −19−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,223 | $376.9K | 0.00% | +629+24.2% | Added |
| Farther Finance Advisors, LLC | 3,202 | $374.5K | 0.01% | −694−17.8% | Reduced |
| Wealthcare Advisory Partners LLC | 3,114 | $364.2K | 0.01% | −7−0.2% | Reduced |
| Ritholtz Wealth Management | 3,111 | $363.8K | 0.01% | +812+35.3% | Added |
| CWM, LLC | 3,107 | $363.0K | 0.00% | +480+18.3% | Added |
| Occudo Quantitative Strategies LP | 3,077 | $359.8K | 0.04% | −30,709−90.9% | Reduced |
| Kestra Private Wealth Services, LLC | 3,069 | $358.9K | 0.01% | +3,069 | New |
| First Citizens Bank & Trust Co | 3,053 | $357.0K | 0.01% | −10.0% | Reduced |
| Blueshift Asset Management, LLC | 3,047 | $356.3K | 0.11% | +3,047 | New |
| Hara Capital LLC | 3,045 | $356.1K | 0.22% | −28,310−90.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,034 | $354.8K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,000 | $350.8K | 0.01% | +3,000 | New |
| Advisors Asset Management, Inc. | 2,942 | $344.0K | 0.01% | −3,980−57.5% | Reduced |
| Frank, Rimerman Advisors LLC | 2,933 | $343.0K | 0.02% | +2,933 | New |
| Arcus Capital Partners, LLC | 2,894 | $338.4K | 0.15% | −151−5.0% | Reduced |
| Eisler Capital Management Ltd. | 2,876 | $336.2K | 0.01% | +2,876 | New |
| Blackstone Group Inc. | 2,762 | $323.0K | 0.00% | −5,705,571−100.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,754 | $322.1K | 0.01% | −2,251−45.0% | Reduced |
| Montgomery Investment Management Inc | 2,740 | $320.4K | 0.12% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,736 | $319.9K | 0.00% | −193−6.6% | Reduced |
| Colony Group, LLC | 2,723 | $318.4K | 0.00% | +878+47.6% | Added |
| Philip James Wealth Mangement, LLC | 2,718 | $317.9K | 0.04% | +21+0.8% | Added |
| Terril Brothers, Inc. | 2,700 | $315.7K | 0.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,690 | $314.7K | 0.00% | −2,040−43.1% | Reduced |
| State of Wyoming | 2,630 | $307.6K | 0.04% | +2,630 | New |
| Guidance Capital, Inc | 3,010 | $307.0K | 0.09% | −1,734−36.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,601 | $304.2K | 0.05% | +2,601 | New |
| Affinity Investment Advisors, LLC | 2,597 | $303.7K | 0.23% | +2,597 | New |
| Quantitative Investment Management, LLC | 2,537 | $296.0K | 0.04% | −451−15.1% | Reduced |
| Chickasaw Capital Management LLC | 2,534 | $296.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,530 | $295.9K | 0.01% | +134+5.6% | Added |
| Oak Harvest Investment Services | 2,526 | $295.4K | 0.04% | +12+0.5% | Added |
| Meeder Advisory Services, Inc. | 2,494 | $291.6K | 0.02% | +521+26.4% | Added |
| Blair William & Co | 2,491 | $291.3K | 0.00% | −965−27.9% | Reduced |
| Park Avenue Securities LLC | 2,485 | $291.0K | 0.00% | −31−1.2% | Reduced |
| Wealthfront Advisers LLC | 2,479 | $289.9K | 0.00% | +2,479 | New |
| TownSquare Capital, LLC | 2,449 | $286.4K | 0.03% | −7,907−76.4% | Reduced |
| Oakworth Capital, Inc. | 2,435 | $284.7K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 2,420 | $283.0K | 0.07% | +121+5.3% | Added |
| Concurrent Investment Advisors, LLC | 2,412 | $282.0K | 0.01% | +283+13.3% | Added |
| Washburn Capital Management, Inc. | 2,400 | $280.7K | 0.16% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,398 | $280.0K | 0.01% | +514+27.3% | Added |
| MBB Public Markets I LLC | 2,385 | $278.9K | 0.03% | −545−18.6% | Reduced |
| Quest Partners LLC | 2,370 | $277.1K | 0.03% | −6,097−72.0% | Reduced |
| Corsair Capital Management, L.P. | 2,362 | $276.2K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,359 | $275.9K | 0.01% | +1,366+137.6% | Added |
| CWM Advisors, LLC | 2,359 | $275.9K | 0.03% | −446−15.9% | Reduced |
| V-Square Quantitative Management LLC | 2,354 | $275.3K | 0.04% | +345+17.2% | Added |
| Ballentine Partners, LLC | 2,350 | $274.8K | 0.00% | +287+13.9% | Added |
| 111 Capital | 2,336 | $273.2K | 0.05% | +2,336 | New |
| Independent Financial Group, LLC | 2,334 | $272.9K | 0.01% | +355+17.9% | Added |
| Belpointe Asset Management LLC | 2,316 | $270.9K | 0.01% | −104−4.3% | Reduced |
| Coldstream Capital Management Inc | 2,316 | $270.9K | 0.00% | +82+3.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,315 | $270.7K | 0.00% | +2+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,302 | $269.0K | 0.04% | +2,302 | New |
| Transcend Wealth Collective, LLC | 2,298 | $268.7K | 0.02% | +14+0.6% | Added |
| DRW Securities, LLC | 2,289 | $267.8K | 0.02% | +2,289 | New |
| Sequoia Financial Advisors, LLC | 2,275 | $266.1K | 0.00% | +348+18.1% | Added |
| Teza Capital Management LLC | 2,258 | $264.1K | 0.20% | −331−12.8% | Reduced |
| Sherbrooke Park Advisers LLC | 2,219 | $259.5K | 0.11% | +2,219 | New |
| Moors & Cabot, Inc. | 2,204 | $257.7K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,163 | $253.0K | 0.04% | −120−5.3% | Reduced |
| Breakwater Capital Group | 2,145 | $250.8K | 0.04% | +2,145 | New |
| E&G Advisors, LP | 2,123 | $248.3K | 0.06% | −200−8.6% | Reduced |
| Quarry LP | 2,118 | $247.7K | 0.06% | +1,867+743.8% | Added |
| Bayesian Capital Management, LP | 2,100 | $245.6K | 0.04% | −8,300−79.8% | Reduced |
| Patton Fund Management, Inc. | 2,091 | $244.5K | 0.05% | +2,091 | New |
| Portside Wealth Group, LLC | 2,084 | $243.7K | 0.04% | +2,084 | New |
| Resources Investment Advisors, LLC. | 2,076 | $242.8K | 0.00% | +135+7.0% | Added |