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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 2,018 | $240.0K | 0.03% | −5−0.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,234 | $242.8K | 0.02% | +2,234 | New |
| Meeder Advisory Services, Inc. | 2,315 | $245.9K | 0.01% | −179−7.2% | Reduced |
| Ritholtz Wealth Management | 2,322 | $246.7K | 0.00% | −789−25.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,339 | $248.5K | 0.00% | −884−27.4% | Reduced |
| waypoint wealth counsel | 2,342 | $248.8K | 0.10% | +2,342 | New |
| Wesbanco Bank Inc | 2,345 | $249.1K | 0.01% | +2,345 | New |
| Essex Savings Bank | 2,362 | $250.9K | 0.06% | −58−2.4% | Reduced |
| Corsair Capital Management, L.P. | 2,362 | $250.9K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 2,375 | $252.3K | 0.00% | +901+61.1% | Added |
| Bartlett & Co. Wealth Management LLC | 2,392 | $254.1K | 0.00% | +77+3.3% | Added |
| Washburn Capital Management, Inc. | 2,400 | $255.0K | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,479 | $263.4K | 0.01% | +557+29.0% | Added |
| Guidance Capital, Inc | 2,541 | $263.7K | 0.07% | −469−15.6% | Reduced |
| Norden Group LLC | 2,493 | $264.8K | 0.03% | −3,065−55.1% | Reduced |
| Oak Harvest Investment Services | 2,546 | $270.5K | 0.03% | +20+0.8% | Added |
| Concurrent Investment Advisors, LLC | 2,553 | $271.3K | 0.00% | +141+5.8% | Added |
| Glenmede Investment Management, LP | 2,599 | $276.1K | 0.00% | +2,599 | New |
| Mraz, Amerine & Associates, Inc. | 2,601 | $276.3K | 0.04% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,604 | $276.6K | 0.06% | +2,604 | New |
| Chesley Taft & Associates LLC | 2,659 | $282.5K | 0.01% | +2,659 | New |
| State of Wyoming | 2,670 | $283.7K | 0.03% | +40+1.5% | Added |
| Net Worth Advisory Group | 2,684 | $285.1K | 0.08% | +2,684 | New |
| Terril Brothers, Inc. | 2,700 | $286.8K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,745 | $291.7K | 0.01% | −1,005−26.8% | Reduced |
| Brown Advisory Inc | 2,748 | $291.9K | 0.00% | +12+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,759 | $293.1K | 0.01% | +5+0.2% | Added |
| Blackstone Group Inc. | 2,762 | $293.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,777 | $293.7K | 0.00% | +737+36.1% | Added |
| GAMMA Investing LLC | 2,770 | $294.3K | 0.02% | −887−24.3% | Reduced |
| Affinity Investment Advisors, LLC | 2,797 | $297.2K | 0.20% | +200+7.7% | Added |
| CWM Advisors, LLC | 2,878 | $305.8K | 0.03% | +519+22.0% | Added |
| Arcus Capital Partners, LLC | 2,894 | $307.5K | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,917 | $309.9K | 0.00% | −16,509−85.0% | Reduced |
| Montgomery Investment Management Inc | 2,940 | $312.3K | 0.11% | +200+7.3% | Added |
| Transcend Wealth Collective, LLC | 2,948 | $313.2K | 0.02% | +650+28.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,955 | $313.9K | 0.00% | +2,623+790.1% | Added |
| Encompass More Asset Management | 2,957 | $314.2K | 0.06% | +2,957 | New |
| Gruss & Co., LLC | 3,000 | $318.7K | 0.83% | +3,000 | New |
| NorthCrest Asset Manangement, LLC | 2,948 | $321.4K | 0.01% | +2,948 | New |
| Chicago Partners Investment Group LLC | 3,183 | $321.5K | 0.01% | +3,183 | New |
| Advisory Services Network, LLC | 3,029 | $321.8K | 0.00% | −2,869−48.6% | Reduced |
| Chickasaw Capital Management LLC | 3,034 | $322.0K | 0.01% | +500+19.7% | Added |
| NJ State Employees Deferred Compensation Plan | 3,034 | $322.3K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,089 | $328.2K | 0.01% | +36+1.2% | Added |
| Tower Research Capital LLC (TRC) | 3,133 | $332.9K | 0.01% | −14,064−81.8% | Reduced |
| Perigon Wealth Management, LLC | 3,135 | $333.1K | 0.01% | +3,135 | New |
| Hara Capital LLC | 3,145 | $334.1K | 0.20% | +100+3.3% | Added |
| Diversify Advisory Services, LLC | 3,059 | $336.7K | 0.01% | −5,063−62.3% | Reduced |
| Savant Capital, LLC | 3,203 | $340.3K | 0.00% | −1,358−29.8% | Reduced |
| Tema ETFs LLC | 3,209 | $340.9K | 0.03% | +3,209 | New |
| Greenleaf Trust | 3,214 | $341.5K | 0.00% | −422−11.6% | Reduced |
| Apollon Wealth Management, LLC | 3,223 | $342.5K | 0.01% | −1,955−37.8% | Reduced |
| Atria Investments LLC | 3,226 | $342.7K | 0.00% | +1,368+73.6% | Added |
| Farther Finance Advisors, LLC | 3,272 | $347.6K | 0.01% | +70+2.2% | Added |
| Hohimer Wealth Management, LLC | 3,313 | $352.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,326 | $353.3K | 0.00% | −25−0.7% | Reduced |
| William Blair Investment Management, LLC | 3,330 | $353.8K | 0.00% | −118−3.4% | Reduced |
| Pallas Capital Advisors LLC | 3,404 | $361.6K | 0.01% | +3,404 | New |
| U.S. Capital Wealth Advisors, LLC | 3,433 | $364.7K | 0.01% | −52−1.5% | Reduced |
| Simmons Bank | 3,445 | $366.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,452 | $366.7K | 0.01% | +338+10.9% | Added |
| Canada Post Corp Registered Pension Plan | 3,500 | $373.8K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,524 | $374.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,597 | $392.7K | 0.00% | −886−19.8% | Reduced |
| CastleKnight Management LP | 3,800 | $403.7K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,832 | $407.1K | 0.00% | −70,872−94.9% | Reduced |
| Krilogy Financial LLC | 3,738 | $411.4K | 0.02% | +3,738 | New |
| We Are One Seven, LLC | 3,882 | $412.4K | 0.01% | −10,216−72.5% | Reduced |
| Oxbow Advisors, LLC | 3,917 | $416.1K | 0.04% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 3,984 | $423.3K | 0.09% | +3,984 | New |
| Federated Hermes, Inc. | 3,997 | $424.6K | 0.00% | −146,988−97.4% | Reduced |
| Northwest & Ethical Investments L.P. | 3,980 | $425.2K | 0.01% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 4,004 | $425.4K | 0.23% | +20.0% | Added |
| Sherbrooke Park Advisers LLC | 4,068 | $432.2K | 0.20% | +1,849+83.3% | Added |
| Ethic Inc. | 4,077 | $433.1K | 0.01% | +4,077 | New |
| New Wave Wealth Advisors LLC | 4,193 | $445.5K | 0.17% | +127+3.1% | Added |
| Argentarii, LLC | 4,206 | $446.8K | 0.19% | +980+30.4% | Added |
| Brevan Howard Capital Management LP | 4,210 | $447.3K | 0.01% | −117,930−96.6% | Reduced |
| Callan Family Office, LLC | 4,222 | $448.5K | 0.01% | −860−16.9% | Reduced |
| HB Wealth Management, LLC | 4,274 | $454.2K | 0.00% | +826+24.0% | Added |
| MidWestOne Financial Group, Inc. | 4,333 | $460.3K | 0.06% | +4,333 | New |
| Wedbush Securities Inc | 4,344 | $461.0K | 0.02% | +1,946+81.2% | Added |
| Verdence Capital Advisors LLC | 4,496 | $467.0K | 0.03% | +158+3.6% | Added |
| M&T Bank Corp | 4,415 | $468.8K | 0.00% | −4,101−48.2% | Reduced |
| Teza Capital Management LLC | 4,417 | $469.3K | 2.54% | +2,159+95.6% | Added |
| Evergreen Capital Management LLC | 4,508 | $478.9K | 0.01% | −1,103−19.7% | Reduced |
| Philip James Wealth Mangement, LLC | 4,529 | $481.2K | 0.06% | +1,811+66.6% | Added |
| Omers Administration Corp | 4,548 | $483.2K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 4,570 | $485.5K | 0.00% | +1,157+33.9% | Added |
| Jupiter Asset Management Ltd | 4,610 | $489.8K | 0.00% | +636+16.0% | Added |
| Westwood Holdings Group Inc. | 4,778 | $508.0K | 0.00% | +4,778 | New |
| Bridgewater Advisors Inc. | 5,671 | $509.0K | 0.04% | +30+0.5% | Added |
| Carlson Capital L P | 4,800 | $510.0K | 0.29% | +4,800 | New |
| Kestra Advisory Services, LLC | 4,854 | $515.6K | 0.00% | −160−3.2% | Reduced |
| Numerai GP LLC | 4,856 | $515.9K | 0.07% | −71,141−93.6% | Reduced |
| Pitcairn Co | 4,985 | $529.6K | 0.04% | −3,241−39.4% | Reduced |
| Polymer Capital Management (US) LLC | 5,002 | $531.4K | 0.07% | +5,002 | New |
| Envestnet Portfolio Solutions, Inc. | 5,023 | $533.6K | 0.00% | −49−1.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,025 | $533.9K | 0.05% | −86−1.7% | Reduced |