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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 5,079 | $539.6K | 0.10% | +3+0.1% | Added |
| MML Investors Services, LLC | 5,093 | $541.0K | 0.00% | +24+0.5% | Added |
| Central Trust Co | 5,340 | $567.3K | 0.01% | −1,069−16.7% | Reduced |
| Pinebridge Investments, L.P. | 5,384 | $572.0K | 0.00% | +5,384 | New |
| Simplex Trading, LLC | 5,488 | $583.0K | 0.01% | +5,488 | New |
| Sanders Morris Harris LLC | 5,555 | $590.2K | 0.08% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 5,584 | $593.2K | 0.02% | +5,584 | New |
| Danske Bank A/S | 5,605 | $595.5K | 0.00% | −5,350−48.8% | Reduced |
| CWA Asset Management Group, LLC | 5,618 | $596.9K | 0.02% | −609−9.8% | Reduced |
| Ground Swell Capital, LLC | 5,637 | $598.9K | 1.31% | +5,637 | New |
| Shay Capital LLC | 5,750 | $610.9K | 0.11% | +5,750 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,783 | $614.4K | 0.04% | +5,783 | New |
| Wedmont Private Capital | 5,645 | $615.4K | 0.02% | −2,139−27.5% | Reduced |
| SFMG, LLC | 5,833 | $619.7K | 0.04% | +5,833 | New |
| D.A. Davidson & Co. | 5,840 | $620.4K | 0.00% | +1,185+25.5% | Added |
| Hennessy Advisors Inc | 5,900 | $626.8K | 0.02% | +1,000+20.4% | Added |
| Wahed Invest LLC | 6,010 | $638.5K | 0.09% | +36+0.6% | Added |
| DekaBank Deutsche Girozentrale | 6,122 | $641.0K | 0.00% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 6,071 | $648.4K | 0.01% | −58−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,113 | $649.4K | 0.02% | +6,113 | New |
| SevenBridge Financial Group, LLC | 5,503 | $657.4K | 0.11% | −1,532−21.8% | Reduced |
| Icon Wealth Advisors, LLC | 6,345 | $674.1K | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 6,422 | $682.3K | 0.04% | +1,623+33.8% | Added |
| Gamco Investors, Inc. Et Al | 6,451 | $685.4K | 0.01% | −25−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 6,470 | $687.4K | 0.01% | −1,007−13.5% | Reduced |
| Everence Capital Management Inc | 6,486 | $689.0K | 0.04% | −2,894−30.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,601 | $701.3K | 0.00% | −52,606−88.9% | Reduced |
| Vestcor Inc | 6,635 | $705.0K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 6,704 | $712.3K | 0.01% | −4,355−39.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,711 | $713.0K | 0.02% | −233−3.4% | Reduced |
| Quattro Financial Advisors LLC | 6,772 | $719.5K | 0.23% | +2,572+61.2% | Added |
| Silvant Capital Management LLC | 6,887 | $731.7K | 0.03% | −373−5.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,900 | $733.1K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,079 | $752.1K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,080 | $752.2K | 0.00% | +5,072+252.6% | Added |
| Baldwin Investment Management, LLC | 7,118 | $756.2K | 0.09% | +3,200+81.7% | Added |
| Brighton Jones LLC | 7,217 | $766.8K | 0.02% | +7,217 | New |
| WealthTrust Asset Management, LLC | 7,248 | $770.0K | 0.53% | −286−3.8% | Reduced |
| Natixis | 7,404 | $786.6K | 0.00% | −29,735−80.1% | Reduced |
| X-Square Capital, LLC | 7,557 | $803.0K | 0.25% | −9−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,590 | $806.4K | 0.01% | +682+9.9% | Added |
| Cidel Asset Management Inc | 7,622 | $809.8K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,655 | $813.3K | 0.01% | +3,539+86.0% | Added |
| Sig Brokerage, LP | 7,679 | $815.8K | 0.21% | +7,679 | New |
| Guggenheim Capital LLC | 7,779 | $826.4K | 0.01% | +1,143+17.2% | Added |
| Metis Global Partners, LLC | 7,924 | $841.8K | 0.02% | +293+3.8% | Added |
| Confluence Investment Management LLC | 7,945 | $844.1K | 0.01% | +930+13.3% | Added |
| Pickering Energy Partners LP | 7,950 | $844.6K | 18.55% | +2,000+33.6% | Added |
| Salem Investment Counselors Inc | 7,992 | $849.1K | 0.02% | −289−3.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,000 | $849.9K | 0.03% | +3,346+71.9% | Added |
| Independence Bank of Kentucky | 8,200 | $871.2K | 0.11% | +8,200 | New |
| WBI Investments | 8,210 | $872.2K | 0.22% | +8,210 | New |
| Federation des caisses Desjardins du Quebec | 8,342 | $886.2K | 0.00% | +2,162+35.0% | Added |
| Allstate Corp | 8,450 | $897.7K | 0.02% | +8,450 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,967 | $903.0K | 0.01% | +3,093+52.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,419 | $908.3K | 0.04% | +263+5.1% | Added |
| Buckingham Strategic Partners | 8,120 | $911.6K | 0.01% | +6,333+354.4% | Added |
| Iron Financial, LLC | 8,639 | $917.8K | 0.44% | +8,639 | New |
| Southport Management, L.L.C. | 8,670 | $921.1K | 3.80% | 00.0% | Unchanged |
| Mangrove Partners | 8,749 | $929.5K | 0.08% | +2,494+39.9% | Added |
| First Eagle Investment Management, LLC | 8,974 | $953.4K | 0.00% | −1,914−17.6% | Reduced |
| Spirit of America Management Corp | 9,050 | $961.5K | 0.19% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 9,170 | $974.2K | 0.39% | +99+1.1% | Added |
| Tokio Marine Asset Management Co Ltd | 9,343 | $992.6K | 0.04% | +6,343+211.4% | Added |
| Crewe Advisors LLC | 9,433 | $1.00M | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,567 | $1.02M | 0.08% | +7,795+439.9% | Added |
| Beacon Pointe Advisors, LLC | 9,584 | $1.02M | 0.01% | +3,055+46.8% | Added |
| Profund Advisors LLC | 9,667 | $1.03M | 0.03% | +998+11.5% | Added |
| Recurrent Investment Advisors LLC | 9,689 | $1.03M | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,753 | $1.04M | 0.01% | −102,356−91.3% | Reduced |
| Westpac Banking Corp | 9,784 | $1.04M | 0.06% | +9,784 | New |
| Perpetual Ltd | 9,784 | $1.04M | 0.01% | +9,784 | New |
| New Mexico Educational Retirement Board | 9,800 | $1.04M | 0.03% | +100+1.0% | Added |
| Quadrant Capital Group LLC | 9,817 | $1.04M | 0.03% | −113−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,819 | $1.04M | 0.00% | +1,027+11.7% | Added |
| Landscape Capital Management, L.L.C. | 9,861 | $1.05M | 0.07% | +6,512+194.4% | Added |
| Sequent Asset Management, LLC | 9,984 | $1.06M | 0.50% | 00.0% | Unchanged |
| Doliver Advisors, LP | 10,051 | $1.07M | 0.28% | +6,156+158.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,064 | $1.07M | 0.00% | +788+8.5% | Added |
| CVA Family Office, LLC | 10,245 | $1.09M | 0.14% | −17−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 10,278 | $1.09M | 0.00% | −10,350−50.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,080 | $1.10M | 0.00% | −56−0.6% | Reduced |
| NBC Securities, Inc. | 10,363 | $1.10M | 0.08% | −57−0.5% | Reduced |
| Headlands Technologies LLC | 10,526 | $1.12M | 0.09% | −13,973−57.0% | Reduced |
| Private Advisor Group, LLC | 10,618 | $1.13M | 0.01% | +3,297+45.0% | Added |
| Investment Management Corp of Ontario | 10,641 | $1.13M | 0.02% | +5,513+107.5% | Added |
| Bridgewater Associates, LP | 10,688 | $1.14M | 0.00% | +10,688 | New |
| Huber Capital Management LLC | 10,701 | $1.14M | 0.18% | +23+0.2% | Added |
| Maryland State Retirement & Pension System | 10,782 | $1.15M | 0.02% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,936 | $1.16M | 0.70% | +600+5.8% | Added |
| Ami Asset Management Corp | 10,937 | $1.16M | 0.06% | +10,937 | New |
| O'Shaughnessy Asset Management, LLC | 10,972 | $1.17M | 0.01% | −5,540−33.6% | Reduced |
| Steel Peak Wealth Management LLC | 10,982 | $1.17M | 0.04% | +3,872+54.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,013 | $1.17M | 0.01% | −27,700−71.6% | Reduced |
| Capstone Investment Advisors, LLC | 11,027 | $1.17M | 0.01% | +6,324+134.5% | Added |
| Moran Wealth Management, LLC | 11,105 | $1.18M | 0.04% | +4,814+76.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,138 | $1.18M | 0.01% | +1,305+13.3% | Added |
| Securian Asset Management, Inc | 11,465 | $1.22M | 0.03% | +144+1.3% | Added |
| Marathon Capital Management | 11,519 | $1.22M | 0.28% | −145−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 11,655 | $1.24M | 0.04% | +1,262+12.1% | Added |