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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 11,697 | $1.24M | 0.02% | −1,084−8.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 11,710 | $1.24M | 0.36% | −1,000−7.9% | Reduced |
| Axq Capital, LP | 11,797 | $1.25M | 0.48% | +6,478+121.8% | Added |
| Sustainable Insight Capital Management, LLC | 11,861 | $1.26M | 0.40% | +11,861 | New |
| Gilder Gagnon Howe & Co LLC | 11,878 | $1.26M | 0.01% | −276−2.3% | Reduced |
| Davenport & Co LLC | 12,065 | $1.28M | 0.01% | +1,054+9.6% | Added |
| Louisiana State Employees Retirement System | 12,500 | $1.33M | 0.02% | +1,100+9.6% | Added |
| Corient IA LLC | 12,500 | $1.33M | 0.99% | +12,500 | New |
| Two Sigma Securities, LLC | 12,545 | $1.33M | 0.20% | −24,429−66.1% | Reduced |
| Stephens Inc | 12,765 | $1.36M | 0.02% | +281+2.3% | Added |
| Sanctuary Advisors, LLC | 12,984 | $1.38M | 0.01% | +3,009+30.2% | Added |
| JustInvest LLC | 12,996 | $1.38M | 0.01% | −5,328−29.1% | Reduced |
| Rockefeller Capital Management L.P. | 13,139 | $1.40M | 0.00% | +13,139 | New |
| Summit Trail Advisors, LLC | 13,200 | $1.40M | 0.02% | +11,190+556.7% | Added |
| Guardian Partners Inc. | 12,850 | $1.40M | 0.12% | +12,850 | New |
| Cloverfields Capital Group, LP | 13,217 | $1.40M | 0.44% | −7,494−36.2% | Reduced |
| Nisa Investment Advisors, LLC | 13,251 | $1.41M | 0.01% | +2,357+21.6% | Added |
| Braun Stacey Associates Inc | 13,575 | $1.44M | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 13,586 | $1.44M | 0.02% | −1,297−8.7% | Reduced |
| Toroso Investments, LLC | 13,599 | $1.44M | 0.01% | −4,841−26.3% | Reduced |
| Kentucky Retirement Systems | 13,796 | $1.47M | 0.04% | +13,796 | New |
| Hartford Investment Management Co | 13,983 | $1.49M | 0.04% | +865+6.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,165 | $1.50M | 0.00% | +682+5.1% | Added |
| SRS Capital Advisors, Inc. | 14,230 | $1.51M | 0.02% | +13,683+2,501.5% | Added |
| US Bancorp | 14,284 | $1.52M | 0.00% | −2,582−15.3% | Reduced |
| Vident Advisory, LLC | 14,388 | $1.53M | 0.01% | +457+3.3% | Added |
| Pathstone Holdings, LLC | 14,566 | $1.55M | 0.01% | −1,276−8.1% | Reduced |
| Vontobel Holding Ltd. | 14,579 | $1.55M | 0.00% | +8,635+145.3% | Added |
| HighTower Advisors, LLC | 14,784 | $1.57M | 0.00% | −679−4.4% | Reduced |
| Clear Harbor Asset Management, LLC | 15,210 | $1.62M | 0.11% | +420+2.8% | Added |
| Nierenberg Investment Management Company, Inc. | 15,555 | $1.65M | 0.91% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 17,345 | $1.68M | 0.03% | +2,371+15.8% | Added |
| CenterBook Partners LP | 15,828 | $1.68M | 0.08% | +3,606+29.5% | Added |
| Merit Financial Group, LLC | 15,848 | $1.68M | 0.02% | −1,284−7.5% | Reduced |
| TCW Group Inc | 16,005 | $1.70M | 0.01% | −2,417−13.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 16,066 | $1.71M | 0.17% | −834−4.9% | Reduced |
| Westerkirk Capital Inc. | 16,300 | $1.73M | 0.20% | 00.0% | Unchanged |
| Mfg Wealth Management, Inc. | 16,922 | $1.80M | 1.36% | −1,150−6.4% | Reduced |
| KBC Group NV | 16,937 | $1.80M | 0.00% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 16,694 | $1.80M | 0.14% | −534−3.1% | Reduced |
| NYL Investors LLC | 17,058 | $1.81M | 0.60% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 17,125 | $1.83M | 0.04% | +3,153+22.6% | Added |
| Gradient Investments LLC | 17,340 | $1.84M | 0.03% | −651−3.6% | Reduced |
| Arkadios Wealth Advisors | 17,692 | $1.88M | 0.05% | −317−1.8% | Reduced |
| Stanley-Laman Group, Ltd. | 17,706 | $1.88M | 0.27% | +17,706 | New |
| Boothbay Fund Management, LLC | 17,932 | $1.91M | 0.05% | +13,293+286.5% | Added |
| Norinchukin Bank, The | 18,072 | $1.92M | 0.03% | +2,701+17.6% | Added |
| Union Bancaire Privee, UBP SA | 13,097 | $1.92M | 0.04% | −4,961−27.5% | Reduced |
| Independent Advisor Alliance | 18,458 | $1.96M | 0.05% | −192−1.0% | Reduced |
| Brandes Investment Partners, LP | 18,709 | $1.99M | 0.02% | +2,394+14.7% | Added |
| Parallax Volatility Advisers, L.P. | 18,746 | $1.99M | 0.06% | +17,623+1,569.3% | Added |
| LMR Partners LLP | 18,749 | $1.99M | 0.03% | +18,724+74,896.0% | Added |
| Orca Wealth Management, LLC | 19,029 | $2.02M | 1.53% | +51+0.3% | Added |
| Mercer Global Advisors Inc | 19,053 | $2.02M | 0.00% | +12,284+181.5% | Added |
| Uhlmann Price Securities, LLC | 19,100 | $2.03M | 1.24% | −418−2.1% | Reduced |
| Janney Montgomery Scott LLC | 19,109 | $2.03M | 0.00% | +389+2.1% | Added |
| Point72 Europe (London) LLP | 19,200 | $2.04M | 0.11% | +19,200 | New |
| Lombard Odier Asset Management (USA) Corp | 19,959 | $2.12M | 0.48% | +8,438+73.2% | Added |
| DRW Securities, LLC | 19,935 | $2.12M | 0.11% | +17,646+770.9% | Added |
| Evercore Wealth Management, LLC | 20,028 | $2.13M | 0.03% | +20,028 | New |
| Accordant Advisory Group Inc | 20,082 | $2.13M | 1.45% | +638+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 20,150 | $2.14M | 0.01% | +1,253+6.6% | Added |
| Tejara Capital Ltd | 20,400 | $2.17M | 1.19% | +20,400 | New |
| Nordea Investment Management AB | 20,275 | $2.17M | 0.00% | +4,974+32.5% | Added |
| Marex Group plc | 20,638 | $2.19M | 0.03% | −39,136−65.5% | Reduced |
| Jane Street Group, LLC | 20,862 | $2.22M | 0.00% | −939,408−97.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,689 | $2.26M | 0.00% | +10,081+95.0% | Added |
| Summit Wealth Group LLC | 39,414 | $2.27M | 0.31% | +39,414 | New |
| Murphy Pohlad Asset Management LLC | 21,351 | $2.27M | 0.89% | +1,030+5.1% | Added |
| Public Employees Retirement Association of Colorado | 21,707 | $2.31M | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 22,045 | $2.34M | 0.36% | −3,104−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 23,946 | $2.45M | 0.00% | +1,474+6.6% | Added |
| Glenorchy Capital Ltd | 23,113 | $2.46M | 1.78% | −910−3.8% | Reduced |
| Mirae Asset Securities (USA) Inc. | 23,255 | $2.47M | 0.11% | −26,874−53.6% | Reduced |
| Cerity Partners LLC | 23,655 | $2.51M | 0.00% | +11,730+98.4% | Added |
| McGowan Group Asset Management, Inc. | 23,968 | $2.55M | 0.32% | +319+1.3% | Added |
| Permanent Capital Management, LP | 24,184 | $2.57M | 0.48% | +24,184 | New |
| Manatuck Hill Partners, LLC | 25,000 | $2.66M | 0.90% | +25,000 | New |
| Brinker Capital Investments, LLC | 25,070 | $2.66M | 0.02% | −1,237−4.7% | Reduced |
| Scotia Capital Inc. | 25,308 | $2.69M | 0.01% | +1,934+8.3% | Added |
| Delta Global Management LP | 25,381 | $2.70M | 0.20% | +25,381 | New |
| State of Alaska, Department of Revenue | 25,678 | $2.73M | 0.03% | +1,354+5.6% | Added |
| Romano Brothers and Company | 25,950 | $2.76M | 0.31% | +4,500+21.0% | Added |
| NEOS Investment Management LLC | 26,022 | $2.76M | 0.02% | +7,933+43.9% | Added |
| Dark Forest Capital Management LP | 26,164 | $2.78M | 0.10% | +3,224+14.1% | Added |
| IMC-Chicago, LLC | 26,780 | $2.85M | 0.05% | +26,780 | New |
| Oregon Public Employees Retirement Fund | 27,300 | $2.90M | 0.04% | +8,600+46.0% | Added |
| Interval Partners, LP | 27,407 | $2.91M | 0.06% | +3,472+14.5% | Added |
| Captrust Financial Advisors | 27,496 | $2.92M | 0.01% | +3,536+14.8% | Added |
| Steadfast Capital Management LP | 28,000 | $2.97M | 0.05% | +28,000 | New |
| Yousif Capital Management, LLC | 28,029 | $2.98M | 0.03% | +388+1.4% | Added |
| First Dallas Securities Inc. | 28,340 | $3.01M | 1.13% | +2,677+10.4% | Added |
| Employees Retirement System of Texas | 28,352 | $3.01M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,393 | $3.02M | 0.02% | +1,300+4.8% | Added |
| Nissay Asset Management Corp | 28,428 | $3.02M | 0.02% | +2,300+8.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 28,592 | $3.04M | 0.00% | +2,265+8.6% | Added |
| Zacks Investment Management | 28,789 | $3.06M | 0.02% | −445−1.5% | Reduced |
| UniSuper Management Pty Ltd | 29,032 | $3.08M | 0.02% | +5,576+23.8% | Added |
| Horizon Investments, LLC | 29,096 | $3.09M | 0.04% | +13,705+89.0% | Added |
| Xponance, Inc. | 29,386 | $3.12M | 0.02% | −1,862−6.0% | Reduced |