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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 20,275 | $2.17M | 0.00% | +4,974+32.5% | Added |
| Tejara Capital Ltd | 20,400 | $2.17M | 1.19% | +20,400 | New |
| Steward Partners Investment Advisory, LLC | 20,150 | $2.14M | 0.01% | +1,253+6.6% | Added |
| Accordant Advisory Group Inc | 20,082 | $2.13M | 1.45% | +638+3.3% | Added |
| Evercore Wealth Management, LLC | 20,028 | $2.13M | 0.03% | +20,028 | New |
| DRW Securities, LLC | 19,935 | $2.12M | 0.11% | +17,646+770.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 19,959 | $2.12M | 0.48% | +8,438+73.2% | Added |
| Point72 Europe (London) LLP | 19,200 | $2.04M | 0.11% | +19,200 | New |
| Janney Montgomery Scott LLC | 19,109 | $2.03M | 0.00% | +389+2.1% | Added |
| Uhlmann Price Securities, LLC | 19,100 | $2.03M | 1.24% | −418−2.1% | Reduced |
| Mercer Global Advisors Inc | 19,053 | $2.02M | 0.00% | +12,284+181.5% | Added |
| Orca Wealth Management, LLC | 19,029 | $2.02M | 1.53% | +51+0.3% | Added |
| LMR Partners LLP | 18,749 | $1.99M | 0.03% | +18,724+74,896.0% | Added |
| Parallax Volatility Advisers, L.P. | 18,746 | $1.99M | 0.06% | +17,623+1,569.3% | Added |
| Brandes Investment Partners, LP | 18,709 | $1.99M | 0.02% | +2,394+14.7% | Added |
| Independent Advisor Alliance | 18,458 | $1.96M | 0.05% | −192−1.0% | Reduced |
| Union Bancaire Privee, UBP SA | 13,097 | $1.92M | 0.04% | −4,961−27.5% | Reduced |
| Norinchukin Bank, The | 18,072 | $1.92M | 0.03% | +2,701+17.6% | Added |
| Boothbay Fund Management, LLC | 17,932 | $1.91M | 0.05% | +13,293+286.5% | Added |
| Stanley-Laman Group, Ltd. | 17,706 | $1.88M | 0.27% | +17,706 | New |
| Arkadios Wealth Advisors | 17,692 | $1.88M | 0.05% | −317−1.8% | Reduced |
| Gradient Investments LLC | 17,340 | $1.84M | 0.03% | −651−3.6% | Reduced |
| Wolverine Trading, LLC | 17,125 | $1.83M | 0.04% | +3,153+22.6% | Added |
| NYL Investors LLC | 17,058 | $1.81M | 0.60% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 16,694 | $1.80M | 0.14% | −534−3.1% | Reduced |
| KBC Group NV | 16,937 | $1.80M | 0.00% | 00.0% | Unchanged |
| Mfg Wealth Management, Inc. | 16,922 | $1.80M | 1.36% | −1,150−6.4% | Reduced |
| Westerkirk Capital Inc. | 16,300 | $1.73M | 0.20% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 16,066 | $1.71M | 0.17% | −834−4.9% | Reduced |
| TCW Group Inc | 16,005 | $1.70M | 0.01% | −2,417−13.1% | Reduced |
| Merit Financial Group, LLC | 15,848 | $1.68M | 0.02% | −1,284−7.5% | Reduced |
| CenterBook Partners LP | 15,828 | $1.68M | 0.08% | +3,606+29.5% | Added |
| Mizuho Securities USA LLC | 17,345 | $1.68M | 0.03% | +2,371+15.8% | Added |
| Nierenberg Investment Management Company, Inc. | 15,555 | $1.65M | 0.91% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 15,210 | $1.62M | 0.11% | +420+2.8% | Added |
| HighTower Advisors, LLC | 14,784 | $1.57M | 0.00% | −679−4.4% | Reduced |
| Vontobel Holding Ltd. | 14,579 | $1.55M | 0.00% | +8,635+145.3% | Added |
| Pathstone Holdings, LLC | 14,566 | $1.55M | 0.01% | −1,276−8.1% | Reduced |
| Vident Advisory, LLC | 14,388 | $1.53M | 0.01% | +457+3.3% | Added |
| US Bancorp | 14,284 | $1.52M | 0.00% | −2,582−15.3% | Reduced |
| SRS Capital Advisors, Inc. | 14,230 | $1.51M | 0.02% | +13,683+2,501.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,165 | $1.50M | 0.00% | +682+5.1% | Added |
| Hartford Investment Management Co | 13,983 | $1.49M | 0.04% | +865+6.6% | Added |
| Kentucky Retirement Systems | 13,796 | $1.47M | 0.04% | +13,796 | New |
| Toroso Investments, LLC | 13,599 | $1.44M | 0.01% | −4,841−26.3% | Reduced |
| Sterling Capital Management LLC | 13,586 | $1.44M | 0.02% | −1,297−8.7% | Reduced |
| Braun Stacey Associates Inc | 13,575 | $1.44M | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,251 | $1.41M | 0.01% | +2,357+21.6% | Added |
| Cloverfields Capital Group, LP | 13,217 | $1.40M | 0.44% | −7,494−36.2% | Reduced |
| Guardian Partners Inc. | 12,850 | $1.40M | 0.12% | +12,850 | New |
| Summit Trail Advisors, LLC | 13,200 | $1.40M | 0.02% | +11,190+556.7% | Added |
| Rockefeller Capital Management L.P. | 13,139 | $1.40M | 0.00% | +13,139 | New |
| JustInvest LLC | 12,996 | $1.38M | 0.01% | −5,328−29.1% | Reduced |
| Sanctuary Advisors, LLC | 12,984 | $1.38M | 0.01% | +3,009+30.2% | Added |
| Stephens Inc | 12,765 | $1.36M | 0.02% | +281+2.3% | Added |
| Two Sigma Securities, LLC | 12,545 | $1.33M | 0.20% | −24,429−66.1% | Reduced |
| 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 |
| Davenport & Co LLC | 12,065 | $1.28M | 0.01% | +1,054+9.6% | Added |
| Gilder Gagnon Howe & Co LLC | 11,878 | $1.26M | 0.01% | −276−2.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 11,861 | $1.26M | 0.40% | +11,861 | New |
| Axq Capital, LP | 11,797 | $1.25M | 0.48% | +6,478+121.8% | Added |
| Jackson Creek Investment Advisors LLC | 11,710 | $1.24M | 0.36% | −1,000−7.9% | Reduced |
| Miracle Mile Advisors, LLC | 11,697 | $1.24M | 0.02% | −1,084−8.5% | Reduced |
| Gulf International Bank (UK) Ltd | 11,655 | $1.24M | 0.04% | +1,262+12.1% | Added |
| Marathon Capital Management | 11,519 | $1.22M | 0.28% | −145−1.2% | Reduced |
| Securian Asset Management, Inc | 11,465 | $1.22M | 0.03% | +144+1.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,138 | $1.18M | 0.01% | +1,305+13.3% | Added |
| Moran Wealth Management, LLC | 11,105 | $1.18M | 0.04% | +4,814+76.5% | Added |
| Capstone Investment Advisors, LLC | 11,027 | $1.17M | 0.01% | +6,324+134.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,013 | $1.17M | 0.01% | −27,700−71.6% | Reduced |
| Steel Peak Wealth Management LLC | 10,982 | $1.17M | 0.04% | +3,872+54.5% | Added |
| O'Shaughnessy Asset Management, LLC | 10,972 | $1.17M | 0.01% | −5,540−33.6% | Reduced |
| Ami Asset Management Corp | 10,937 | $1.16M | 0.06% | +10,937 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,936 | $1.16M | 0.70% | +600+5.8% | Added |
| Maryland State Retirement & Pension System | 10,782 | $1.15M | 0.02% | 00.0% | Unchanged |
| Huber Capital Management LLC | 10,701 | $1.14M | 0.18% | +23+0.2% | Added |
| Bridgewater Associates, LP | 10,688 | $1.14M | 0.00% | +10,688 | New |
| Investment Management Corp of Ontario | 10,641 | $1.13M | 0.02% | +5,513+107.5% | Added |
| Private Advisor Group, LLC | 10,618 | $1.13M | 0.01% | +3,297+45.0% | Added |
| Headlands Technologies LLC | 10,526 | $1.12M | 0.09% | −13,973−57.0% | Reduced |
| NBC Securities, Inc. | 10,363 | $1.10M | 0.08% | −57−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,080 | $1.10M | 0.00% | −56−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,278 | $1.09M | 0.00% | −10,350−50.2% | Reduced |
| CVA Family Office, LLC | 10,245 | $1.09M | 0.14% | −17−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,064 | $1.07M | 0.00% | +788+8.5% | Added |
| Doliver Advisors, LP | 10,051 | $1.07M | 0.28% | +6,156+158.0% | Added |
| Sequent Asset Management, LLC | 9,984 | $1.06M | 0.50% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 9,861 | $1.05M | 0.07% | +6,512+194.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,819 | $1.04M | 0.00% | +1,027+11.7% | Added |
| Quadrant Capital Group LLC | 9,817 | $1.04M | 0.03% | −113−1.1% | Reduced |
| New Mexico Educational Retirement Board | 9,800 | $1.04M | 0.03% | +100+1.0% | Added |
| Westpac Banking Corp | 9,784 | $1.04M | 0.06% | +9,784 | New |
| Perpetual Ltd | 9,784 | $1.04M | 0.01% | +9,784 | New |
| Schonfeld Strategic Advisors LLC | 9,753 | $1.04M | 0.01% | −102,356−91.3% | Reduced |
| Recurrent Investment Advisors LLC | 9,689 | $1.03M | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,667 | $1.03M | 0.03% | +998+11.5% | Added |
| Beacon Pointe Advisors, LLC | 9,584 | $1.02M | 0.01% | +3,055+46.8% | Added |
| Prelude Capital Management, LLC | 9,567 | $1.02M | 0.08% | +7,795+439.9% | Added |
| Crewe Advisors LLC | 9,433 | $1.00M | 0.10% | 00.0% | Unchanged |