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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 3,524 | $374.4K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,500 | $373.8K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,452 | $366.7K | 0.01% | +338+10.9% | Added |
| Simmons Bank | 3,445 | $366.0K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,433 | $364.7K | 0.01% | −52−1.5% | Reduced |
| Pallas Capital Advisors LLC | 3,404 | $361.6K | 0.01% | +3,404 | New |
| William Blair Investment Management, LLC | 3,330 | $353.8K | 0.00% | −118−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,326 | $353.3K | 0.00% | −25−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 3,313 | $352.0K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,272 | $347.6K | 0.01% | +70+2.2% | Added |
| Atria Investments LLC | 3,226 | $342.7K | 0.00% | +1,368+73.6% | Added |
| Apollon Wealth Management, LLC | 3,223 | $342.5K | 0.01% | −1,955−37.8% | Reduced |
| Greenleaf Trust | 3,214 | $341.5K | 0.00% | −422−11.6% | Reduced |
| Tema ETFs LLC | 3,209 | $340.9K | 0.03% | +3,209 | New |
| Savant Capital, LLC | 3,203 | $340.3K | 0.00% | −1,358−29.8% | Reduced |
| Diversify Advisory Services, LLC | 3,059 | $336.7K | 0.01% | −5,063−62.3% | Reduced |
| Hara Capital LLC | 3,145 | $334.1K | 0.20% | +100+3.3% | Added |
| Perigon Wealth Management, LLC | 3,135 | $333.1K | 0.01% | +3,135 | New |
| Tower Research Capital LLC (TRC) | 3,133 | $332.9K | 0.01% | −14,064−81.8% | Reduced |
| First Citizens Bank & Trust Co | 3,089 | $328.2K | 0.01% | +36+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 3,034 | $322.3K | 0.04% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 3,034 | $322.0K | 0.01% | +500+19.7% | Added |
| Advisory Services Network, LLC | 3,029 | $321.8K | 0.00% | −2,869−48.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,183 | $321.5K | 0.01% | +3,183 | New |
| NorthCrest Asset Manangement, LLC | 2,948 | $321.4K | 0.01% | +2,948 | New |
| Gruss & Co., LLC | 3,000 | $318.7K | 0.83% | +3,000 | New |
| Encompass More Asset Management | 2,957 | $314.2K | 0.06% | +2,957 | New |
| Cullen/Frost Bankers, Inc. | 2,955 | $313.9K | 0.00% | +2,623+790.1% | Added |
| Transcend Wealth Collective, LLC | 2,948 | $313.2K | 0.02% | +650+28.3% | Added |
| Montgomery Investment Management Inc | 2,940 | $312.3K | 0.11% | +200+7.3% | Added |
| Engineers Gate Manager LP | 2,917 | $309.9K | 0.00% | −16,509−85.0% | Reduced |
| Arcus Capital Partners, LLC | 2,894 | $307.5K | 0.13% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,878 | $305.8K | 0.03% | +519+22.0% | Added |
| Affinity Investment Advisors, LLC | 2,797 | $297.2K | 0.20% | +200+7.7% | Added |
| GAMMA Investing LLC | 2,770 | $294.3K | 0.02% | −887−24.3% | Reduced |
| Jones Financial Companies LLLP | 2,777 | $293.7K | 0.00% | +737+36.1% | Added |
| Blackstone Group Inc. | 2,762 | $293.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,759 | $293.1K | 0.01% | +5+0.2% | Added |
| Brown Advisory Inc | 2,748 | $291.9K | 0.00% | +12+0.4% | Added |
| Atomi Financial Group, Inc. | 2,745 | $291.7K | 0.01% | −1,005−26.8% | Reduced |
| Terril Brothers, Inc. | 2,700 | $286.8K | 0.09% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,684 | $285.1K | 0.08% | +2,684 | New |
| State of Wyoming | 2,670 | $283.7K | 0.03% | +40+1.5% | Added |
| Chesley Taft & Associates LLC | 2,659 | $282.5K | 0.01% | +2,659 | New |
| Crumly & Associates Inc. | 2,604 | $276.6K | 0.06% | +2,604 | New |
| Mraz, Amerine & Associates, Inc. | 2,601 | $276.3K | 0.04% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 2,599 | $276.1K | 0.00% | +2,599 | New |
| Concurrent Investment Advisors, LLC | 2,553 | $271.3K | 0.00% | +141+5.8% | Added |
| Oak Harvest Investment Services | 2,546 | $270.5K | 0.03% | +20+0.8% | Added |
| Norden Group LLC | 2,493 | $264.8K | 0.03% | −3,065−55.1% | Reduced |
| Guidance Capital, Inc | 2,541 | $263.7K | 0.07% | −469−15.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,479 | $263.4K | 0.01% | +557+29.0% | Added |
| Washburn Capital Management, Inc. | 2,400 | $255.0K | 0.14% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,392 | $254.1K | 0.00% | +77+3.3% | Added |
| Allworth Financial LP | 2,375 | $252.3K | 0.00% | +901+61.1% | Added |
| Corsair Capital Management, L.P. | 2,362 | $250.9K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 2,362 | $250.9K | 0.06% | −58−2.4% | Reduced |
| Wesbanco Bank Inc | 2,345 | $249.1K | 0.01% | +2,345 | New |
| waypoint wealth counsel | 2,342 | $248.8K | 0.10% | +2,342 | New |
| Kovitz Investment Group Partners, LLC | 2,339 | $248.5K | 0.00% | −884−27.4% | Reduced |
| Ritholtz Wealth Management | 2,322 | $246.7K | 0.00% | −789−25.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,315 | $245.9K | 0.01% | −179−7.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,234 | $242.8K | 0.02% | +2,234 | New |
| Skopos Labs, Inc. | 2,018 | $240.0K | 0.03% | −5−0.2% | Reduced |
| Wetherby Asset Management Inc | 2,219 | $235.7K | 0.01% | +258+13.2% | Added |
| Breakwater Capital Group | 2,206 | $234.4K | 0.03% | +61+2.8% | Added |
| Cim Investment Mangement Inc | 2,190 | $232.7K | 0.06% | −2,359−51.9% | Reduced |
| Resources Investment Advisors, LLC. | 2,184 | $232.1K | 0.00% | +108+5.2% | Added |
| Sequoia Financial Advisors, LLC | 2,176 | $231.2K | 0.00% | −99−4.4% | Reduced |
| Cigna Investments Inc | 2,163 | $230.0K | 0.03% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2,162 | $229.7K | 0.05% | +2,162 | New |
| Quest Partners LLC | 2,148 | $228.2K | 0.01% | −222−9.4% | Reduced |
| Shell Asset Management Co | 2,146 | $228.0K | 0.02% | −1,305−37.8% | Reduced |
| Moors & Cabot, Inc. | 2,124 | $225.7K | 0.01% | −80−3.6% | Reduced |
| E&G Advisors, LP | 2,123 | $225.5K | 0.05% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,091 | $222.1K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,085 | $221.5K | 0.00% | −265−11.3% | Reduced |
| Bryn Mawr Trust Co | 2,068 | $219.7K | 0.01% | −1,778−46.2% | Reduced |
| Ironwood Investment Management LLC | 2,042 | $216.9K | 0.09% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,039 | $216.6K | 0.00% | −440−17.7% | Reduced |
| One + One Wealth Management, LLC | 2,038 | $216.5K | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,005 | $213.0K | 0.00% | −10.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,000 | $212.5K | 0.00% | 00.0% | Unchanged |
| Nkcfo LLC | 2,000 | $212.0K | 0.06% | +2,000 | New |
| Exchange Traded Concepts, LLC | 1,970 | $209.3K | 0.00% | +550+38.7% | Added |
| Uncommon Cents Investing LLC | 1,945 | $206.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,937 | $205.8K | 0.02% | −63−3.2% | Reduced |
| Park Avenue Securities LLC | 1,921 | $204.0K | 0.00% | −564−22.7% | Reduced |
| Crossmark Global Holdings, Inc. | 1,895 | $201.3K | 0.00% | −157−7.7% | Reduced |
| Rothschild Investment LLC | 1,868 | $198.5K | 0.01% | +1,831+4,948.6% | Added |
| Huntington National Bank | 1,801 | $191.3K | 0.00% | −3−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,796 | $190.8K | 0.00% | −11−0.6% | Reduced |
| Virtus Investment Advisers, Inc. | 1,757 | $186.7K | 0.05% | +351+25.0% | Added |
| TD Private Client Wealth LLC | 1,703 | $180.9K | 0.00% | −48−2.7% | Reduced |
| IFP Advisors, Inc | 1,643 | $174.6K | 0.00% | −1,614−49.6% | Reduced |
| Parallel Advisors, LLC | 1,637 | $173.9K | 0.00% | −174−9.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,610 | $170.0K | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,557 | $165.4K | 0.00% | −117,994−98.7% | Reduced |
| Signaturefd, LLC | 1,507 | $160.1K | 0.00% | −1,023−40.4% | Reduced |
| Siemens Fonds Invest GmbH | 1,383 | $146.9K | 0.01% | +88+6.8% | Added |