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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 9,343 | $992.6K | 0.04% | +6,343+211.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,170 | $974.2K | 0.39% | +99+1.1% | Added |
| Spirit of America Management Corp | 9,050 | $961.5K | 0.19% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 8,974 | $953.4K | 0.00% | −1,914−17.6% | Reduced |
| Mangrove Partners | 8,749 | $929.5K | 0.08% | +2,494+39.9% | Added |
| Southport Management, L.L.C. | 8,670 | $921.1K | 3.80% | 00.0% | Unchanged |
| Iron Financial, LLC | 8,639 | $917.8K | 0.44% | +8,639 | New |
| Buckingham Strategic Partners | 8,120 | $911.6K | 0.01% | +6,333+354.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,419 | $908.3K | 0.04% | +263+5.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,967 | $903.0K | 0.01% | +3,093+52.7% | Added |
| Allstate Corp | 8,450 | $897.7K | 0.02% | +8,450 | New |
| Federation des caisses Desjardins du Quebec | 8,342 | $886.2K | 0.00% | +2,162+35.0% | Added |
| WBI Investments | 8,210 | $872.2K | 0.22% | +8,210 | New |
| Independence Bank of Kentucky | 8,200 | $871.2K | 0.11% | +8,200 | New |
| Fifth Third Wealth Advisors LLC | 8,000 | $849.9K | 0.03% | +3,346+71.9% | Added |
| Salem Investment Counselors Inc | 7,992 | $849.1K | 0.02% | −289−3.5% | Reduced |
| Pickering Energy Partners LP | 7,950 | $844.6K | 18.55% | +2,000+33.6% | Added |
| Confluence Investment Management LLC | 7,945 | $844.1K | 0.01% | +930+13.3% | Added |
| Metis Global Partners, LLC | 7,924 | $841.8K | 0.02% | +293+3.8% | Added |
| Guggenheim Capital LLC | 7,779 | $826.4K | 0.01% | +1,143+17.2% | Added |
| Sig Brokerage, LP | 7,679 | $815.8K | 0.21% | +7,679 | New |
| Forum Financial Management, LP | 7,655 | $813.3K | 0.01% | +3,539+86.0% | Added |
| Cidel Asset Management Inc | 7,622 | $809.8K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,590 | $806.4K | 0.01% | +682+9.9% | Added |
| X-Square Capital, LLC | 7,557 | $803.0K | 0.25% | −9−0.1% | Reduced |
| Natixis | 7,404 | $786.6K | 0.00% | −29,735−80.1% | Reduced |
| WealthTrust Asset Management, LLC | 7,248 | $770.0K | 0.53% | −286−3.8% | Reduced |
| Brighton Jones LLC | 7,217 | $766.8K | 0.02% | +7,217 | New |
| Baldwin Investment Management, LLC | 7,118 | $756.2K | 0.09% | +3,200+81.7% | Added |
| Fifth Third Bancorp | 7,080 | $752.2K | 0.00% | +5,072+252.6% | Added |
| Qtron Investments LLC | 7,079 | $752.1K | 0.09% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 6,900 | $733.1K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,887 | $731.7K | 0.03% | −373−5.1% | Reduced |
| Quattro Financial Advisors LLC | 6,772 | $719.5K | 0.23% | +2,572+61.2% | Added |
| Ameritas Investment Partners, Inc. | 6,711 | $713.0K | 0.02% | −233−3.4% | Reduced |
| QRG Capital Management, Inc. | 6,704 | $712.3K | 0.01% | −4,355−39.4% | Reduced |
| Vestcor Inc | 6,635 | $705.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,601 | $701.3K | 0.00% | −52,606−88.9% | Reduced |
| Everence Capital Management Inc | 6,486 | $689.0K | 0.04% | −2,894−30.9% | Reduced |
| Aptus Capital Advisors, LLC | 6,470 | $687.4K | 0.01% | −1,007−13.5% | Reduced |
| Gamco Investors, Inc. Et Al | 6,451 | $685.4K | 0.01% | −25−0.4% | Reduced |
| MUFG Securities Americas Inc. | 6,422 | $682.3K | 0.04% | +1,623+33.8% | Added |
| Icon Wealth Advisors, LLC | 6,345 | $674.1K | 0.05% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,503 | $657.4K | 0.11% | −1,532−21.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,113 | $649.4K | 0.02% | +6,113 | New |
| Mediolanum International Funds Ltd | 6,071 | $648.4K | 0.01% | −58−0.9% | Reduced |
| DekaBank Deutsche Girozentrale | 6,122 | $641.0K | 0.00% | 00.0% | Unchanged |
| Wahed Invest LLC | 6,010 | $638.5K | 0.09% | +36+0.6% | Added |
| Hennessy Advisors Inc | 5,900 | $626.8K | 0.02% | +1,000+20.4% | Added |
| D.A. Davidson & Co. | 5,840 | $620.4K | 0.00% | +1,185+25.5% | Added |
| SFMG, LLC | 5,833 | $619.7K | 0.04% | +5,833 | New |
| Wedmont Private Capital | 5,645 | $615.4K | 0.02% | −2,139−27.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,783 | $614.4K | 0.04% | +5,783 | New |
| Shay Capital LLC | 5,750 | $610.9K | 0.11% | +5,750 | New |
| Ground Swell Capital, LLC | 5,637 | $598.9K | 1.31% | +5,637 | New |
| CWA Asset Management Group, LLC | 5,618 | $596.9K | 0.02% | −609−9.8% | Reduced |
| Danske Bank A/S | 5,605 | $595.5K | 0.00% | −5,350−48.8% | Reduced |
| Susquehanna Advisors Group, Inc. | 5,584 | $593.2K | 0.02% | +5,584 | New |
| Sanders Morris Harris LLC | 5,555 | $590.2K | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,488 | $583.0K | 0.01% | +5,488 | New |
| Pinebridge Investments, L.P. | 5,384 | $572.0K | 0.00% | +5,384 | New |
| Central Trust Co | 5,340 | $567.3K | 0.01% | −1,069−16.7% | Reduced |
| MML Investors Services, LLC | 5,093 | $541.0K | 0.00% | +24+0.5% | Added |
| Intellectus Partners, LLC | 5,079 | $539.6K | 0.10% | +3+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 5,025 | $533.9K | 0.05% | −86−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,023 | $533.6K | 0.00% | −49−1.0% | Reduced |
| Polymer Capital Management (US) LLC | 5,002 | $531.4K | 0.07% | +5,002 | New |
| Pitcairn Co | 4,985 | $529.6K | 0.04% | −3,241−39.4% | Reduced |
| Numerai GP LLC | 4,856 | $515.9K | 0.07% | −71,141−93.6% | Reduced |
| Kestra Advisory Services, LLC | 4,854 | $515.6K | 0.00% | −160−3.2% | Reduced |
| Carlson Capital L P | 4,800 | $510.0K | 0.29% | +4,800 | New |
| Bridgewater Advisors Inc. | 5,671 | $509.0K | 0.04% | +30+0.5% | Added |
| Westwood Holdings Group Inc. | 4,778 | $508.0K | 0.00% | +4,778 | New |
| Jupiter Asset Management Ltd | 4,610 | $489.8K | 0.00% | +636+16.0% | Added |
| Truist Financial Corp | 4,570 | $485.5K | 0.00% | +1,157+33.9% | Added |
| Omers Administration Corp | 4,548 | $483.2K | 0.00% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 4,529 | $481.2K | 0.06% | +1,811+66.6% | Added |
| Evergreen Capital Management LLC | 4,508 | $478.9K | 0.01% | −1,103−19.7% | Reduced |
| Teza Capital Management LLC | 4,417 | $469.3K | 2.54% | +2,159+95.6% | Added |
| M&T Bank Corp | 4,415 | $468.8K | 0.00% | −4,101−48.2% | Reduced |
| Verdence Capital Advisors LLC | 4,496 | $467.0K | 0.03% | +158+3.6% | Added |
| Wedbush Securities Inc | 4,344 | $461.0K | 0.02% | +1,946+81.2% | Added |
| MidWestOne Financial Group, Inc. | 4,333 | $460.3K | 0.06% | +4,333 | New |
| HB Wealth Management, LLC | 4,274 | $454.2K | 0.00% | +826+24.0% | Added |
| Callan Family Office, LLC | 4,222 | $448.5K | 0.01% | −860−16.9% | Reduced |
| Brevan Howard Capital Management LP | 4,210 | $447.3K | 0.01% | −117,930−96.6% | Reduced |
| Argentarii, LLC | 4,206 | $446.8K | 0.19% | +980+30.4% | Added |
| New Wave Wealth Advisors LLC | 4,193 | $445.5K | 0.17% | +127+3.1% | Added |
| Ethic Inc. | 4,077 | $433.1K | 0.01% | +4,077 | New |
| Sherbrooke Park Advisers LLC | 4,068 | $432.2K | 0.20% | +1,849+83.3% | Added |
| Hardin Capital Partners, LLC | 4,004 | $425.4K | 0.23% | +20.0% | Added |
| Northwest & Ethical Investments L.P. | 3,980 | $425.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,997 | $424.6K | 0.00% | −146,988−97.4% | Reduced |
| Generali Investments, Management Co LLC | 3,984 | $423.3K | 0.09% | +3,984 | New |
| Oxbow Advisors, LLC | 3,917 | $416.1K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,882 | $412.4K | 0.01% | −10,216−72.5% | Reduced |
| Krilogy Financial LLC | 3,738 | $411.4K | 0.02% | +3,738 | New |
| Jefferies Financial Group Inc. | 3,832 | $407.1K | 0.00% | −70,872−94.9% | Reduced |
| CastleKnight Management LP | 3,800 | $403.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,597 | $392.7K | 0.00% | −886−19.8% | Reduced |