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; 853 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, Q3 2025
Institutional positions in Expand Energy Corp as of Sep 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
- 764
- −40 vs. Q2 2025
- Shares held
- 223.2M
- +7.38M (+3.4%) vs. Q2 2025
- Total value
- $23.7B
- −$1.50B (−6.0%) vs. Q2 2025
- New holders
- 104
- 315 more added
- Sold out
- 144
- 234 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 853 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 165 | $17.5K | 0.01% | +130+371.4% | Added |
| Bell Investment Advisors, Inc | 166 | $17.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 171 | $18.2K | 0.00% | +171 | New |
| CBIZ Investment Advisory Services, LLC | 173 | $18.4K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 183 | $19.0K | 0.00% | −50−21.5% | Reduced |
| TCTC Holdings, LLC | 180 | $19.1K | 0.00% | −129−41.7% | Reduced |
| Hantz Financial Services, Inc. | 192 | $20.0K | 0.00% | +146+317.4% | Added |
| Bangor Savings Bank | 200 | $21.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $21.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 202 | $21.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 217 | $21.8K | 0.00% | +201+1,256.3% | Added |
| Covestor Ltd | 207 | $22.0K | 0.01% | +15+7.8% | Added |
| Cheviot Value Management, LLC | 265 | $26.8K | 0.00% | 00.0% | Unchanged |
| Amplify Investments, LLC | 252 | $26.8K | 0.68% | −504−66.7% | Reduced |
| Pinney & Scofield, Inc. | 260 | $27.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 261 | $27.7K | 0.01% | −131−33.4% | Reduced |
| Assetmark, Inc | 268 | $28.5K | 0.00% | +12+4.7% | Added |
| GW&K Investment Management, LLC | 280 | $30.0K | 0.00% | +10+3.7% | Added |
| ESL Trust Services, LLC | 302 | $32.1K | 0.01% | +302 | New |
| Key Financial Inc | 368 | $40.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 386 | $41.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 410 | $43.6K | 0.01% | +265+182.8% | Added |
| Rise Advisors, LLC | 413 | $43.9K | 0.02% | +5+1.2% | Added |
| Bessemer Group Inc | 427 | $46.0K | 0.00% | −554−56.5% | Reduced |
| Smartleaf Asset Management LLC | 433 | $46.3K | 0.00% | +199+85.0% | Added |
| Root Financial Partners, LLC | 446 | $47.4K | 0.00% | +446 | New |
| Bayforest Capital Ltd | 461 | $49.0K | 0.02% | +461 | New |
| CX Institutional | 485 | $52.0K | 0.00% | +485 | New |
| Brown Brothers Harriman & Co | 491 | $52.2K | 0.00% | +145+41.9% | Added |
| Adirondack Trust Co | 500 | $53.1K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $53.1K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $53.1K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 509 | $54.1K | 0.00% | +509 | New |
| Ausbil Investment Management Ltd | 500 | $54.6K | 0.03% | −4,000−88.9% | Reduced |
| Piscataqua Savings Bank | 520 | $55.2K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 600 | $63.7K | 0.00% | −5−0.8% | Reduced |
| Sentry Investment Management LLC | 590 | $64.0K | 0.04% | −112−16.0% | Reduced |
| Stone House Investment Management, LLC | 611 | $64.9K | 0.01% | −14−2.2% | Reduced |
| Onefund, LLC | 620 | $65.9K | 0.04% | +23+3.9% | Added |
| Parkside Financial Bank & Trust | 630 | $66.9K | 0.01% | −148−19.0% | Reduced |
| Caitlin John, LLC | 719 | $76.4K | 0.05% | +719 | New |
| Leonteq Securities AG | 760 | $80.7K | 0.00% | +712+1,483.3% | Added |
| Global Retirement Partners, LLC | 783 | $83.2K | 0.00% | −33−4.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 790 | $83.9K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 791 | $84.0K | 0.00% | +138+21.1% | Added |
| Geneos Wealth Management Inc. | 792 | $84.1K | 0.00% | −69−8.0% | Reduced |
| Clearstead Advisors, LLC | 827 | $87.9K | 0.00% | +662+401.2% | Added |
| Massmutual Trust Co FSB | 831 | $88.3K | 0.00% | −65−7.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 848 | $90.1K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 858 | $91.0K | 0.00% | −207−19.4% | Reduced |
| Payden & Rygel | 853 | $91.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 900 | $95.6K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 925 | $98.3K | 0.00% | +39+4.4% | Added |
| Principal Securities, Inc. | 1,009 | $107.2K | 0.00% | −1,350−57.2% | Reduced |
| Ostrum Asset Management | 1,141 | $121.2K | 0.01% | −36−3.1% | Reduced |
| Larson Financial Group LLC | 1,147 | $121.9K | 0.00% | −483−29.6% | Reduced |
| Toth Financial Advisory Corp | 1,150 | $122.2K | 0.01% | −8,290−87.8% | Reduced |
| ORG Wealth Partners, LLC | 1,183 | $125.7K | 0.03% | +549+86.6% | Added |
| Deseret Mutual Benefit Administrators | 1,212 | $128.8K | 0.05% | +448+58.6% | Added |
| Solstein Capital, LLC | 1,214 | $129.0K | 0.06% | −29−2.3% | Reduced |
| Oakworth Capital, Inc. | 1,244 | $132.2K | 0.01% | −1,191−48.9% | Reduced |
| Quarry LP | 1,375 | $146.1K | 0.04% | −743−35.1% | Reduced |
| Archer Investment Corp | 1,375 | $146.1K | 0.03% | +50+3.8% | Added |
| Essential Partners LLC | 1,381 | $146.7K | 0.05% | +1,368+10,523.1% | Added |
| Siemens Fonds Invest GmbH | 1,383 | $146.9K | 0.01% | +88+6.8% | Added |
| Signaturefd, LLC | 1,507 | $160.1K | 0.00% | −1,023−40.4% | Reduced |
| Quantbot Technologies LP | 1,557 | $165.4K | 0.00% | −117,994−98.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,610 | $170.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,637 | $173.9K | 0.00% | −174−9.6% | Reduced |
| IFP Advisors, Inc | 1,643 | $174.6K | 0.00% | −1,614−49.6% | Reduced |
| TD Private Client Wealth LLC | 1,703 | $180.9K | 0.00% | −48−2.7% | Reduced |
| Virtus Investment Advisers, Inc. | 1,757 | $186.7K | 0.05% | +351+25.0% | Added |
| Ronald Blue Trust, Inc. | 1,796 | $190.8K | 0.00% | −11−0.6% | Reduced |
| Huntington National Bank | 1,801 | $191.3K | 0.00% | −3−0.2% | Reduced |
| Rothschild Investment LLC | 1,868 | $198.5K | 0.01% | +1,831+4,948.6% | Added |
| Crossmark Global Holdings, Inc. | 1,895 | $201.3K | 0.00% | −157−7.7% | Reduced |
| Park Avenue Securities LLC | 1,921 | $204.0K | 0.00% | −564−22.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,937 | $205.8K | 0.02% | −63−3.2% | Reduced |
| Uncommon Cents Investing LLC | 1,945 | $206.6K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,970 | $209.3K | 0.00% | +550+38.7% | Added |
| Nkcfo LLC | 2,000 | $212.0K | 0.06% | +2,000 | New |
| Douglass Winthrop Advisors, LLC | 2,000 | $212.5K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,005 | $213.0K | 0.00% | −10.0% | Reduced |
| One + One Wealth Management, LLC | 2,038 | $216.5K | 0.11% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,039 | $216.6K | 0.00% | −440−17.7% | Reduced |
| Ironwood Investment Management LLC | 2,042 | $216.9K | 0.09% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,068 | $219.7K | 0.01% | −1,778−46.2% | Reduced |
| Ballentine Partners, LLC | 2,085 | $221.5K | 0.00% | −265−11.3% | Reduced |
| Patton Fund Management, Inc. | 2,091 | $222.1K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,123 | $225.5K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,124 | $225.7K | 0.01% | −80−3.6% | Reduced |
| Shell Asset Management Co | 2,146 | $228.0K | 0.02% | −1,305−37.8% | Reduced |
| Quest Partners LLC | 2,148 | $228.2K | 0.01% | −222−9.4% | Reduced |
| Mattson Financial Services, LLC | 2,162 | $229.7K | 0.05% | +2,162 | New |
| Cigna Investments Inc | 2,163 | $230.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,176 | $231.2K | 0.00% | −99−4.4% | Reduced |
| Resources Investment Advisors, LLC. | 2,184 | $232.1K | 0.00% | +108+5.2% | Added |
| Cim Investment Mangement Inc | 2,190 | $232.7K | 0.06% | −2,359−51.9% | Reduced |
| Breakwater Capital Group | 2,206 | $234.4K | 0.03% | +61+2.8% | Added |
| Wetherby Asset Management Inc | 2,219 | $235.7K | 0.01% | +258+13.2% | Added |