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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 1,381 | $146.7K | 0.05% | +1,368+10,523.1% | Added |
| Quarry LP | 1,375 | $146.1K | 0.04% | −743−35.1% | Reduced |
| Archer Investment Corp | 1,375 | $146.1K | 0.03% | +50+3.8% | Added |
| Oakworth Capital, Inc. | 1,244 | $132.2K | 0.01% | −1,191−48.9% | Reduced |
| Solstein Capital, LLC | 1,214 | $129.0K | 0.06% | −29−2.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,212 | $128.8K | 0.05% | +448+58.6% | Added |
| ORG Wealth Partners, LLC | 1,183 | $125.7K | 0.03% | +549+86.6% | Added |
| Toth Financial Advisory Corp | 1,150 | $122.2K | 0.01% | −8,290−87.8% | Reduced |
| Larson Financial Group LLC | 1,147 | $121.9K | 0.00% | −483−29.6% | Reduced |
| Ostrum Asset Management | 1,141 | $121.2K | 0.01% | −36−3.1% | Reduced |
| Principal Securities, Inc. | 1,009 | $107.2K | 0.00% | −1,350−57.2% | Reduced |
| SBI Securities Co., Ltd. | 925 | $98.3K | 0.00% | +39+4.4% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $95.6K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 858 | $91.0K | 0.00% | −207−19.4% | Reduced |
| Payden & Rygel | 853 | $91.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 848 | $90.1K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 831 | $88.3K | 0.00% | −65−7.3% | Reduced |
| Clearstead Advisors, LLC | 827 | $87.9K | 0.00% | +662+401.2% | Added |
| Geneos Wealth Management Inc. | 792 | $84.1K | 0.00% | −69−8.0% | Reduced |
| Chilton Capital Management LLC | 791 | $84.0K | 0.00% | +138+21.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 790 | $83.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 783 | $83.2K | 0.00% | −33−4.0% | Reduced |
| Leonteq Securities AG | 760 | $80.7K | 0.00% | +712+1,483.3% | Added |
| Caitlin John, LLC | 719 | $76.4K | 0.05% | +719 | New |
| Parkside Financial Bank & Trust | 630 | $66.9K | 0.01% | −148−19.0% | Reduced |
| Onefund, LLC | 620 | $65.9K | 0.04% | +23+3.9% | Added |
| Stone House Investment Management, LLC | 611 | $64.9K | 0.01% | −14−2.2% | Reduced |
| Sentry Investment Management LLC | 590 | $64.0K | 0.04% | −112−16.0% | Reduced |
| MAI Capital Management | 600 | $63.7K | 0.00% | −5−0.8% | Reduced |
| Piscataqua Savings Bank | 520 | $55.2K | 0.04% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 500 | $54.6K | 0.03% | −4,000−88.9% | Reduced |
| Wealthspire Advisors, LLC | 509 | $54.1K | 0.00% | +509 | New |
| Adirondack Trust Co | 500 | $53.1K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $53.1K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $53.1K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 491 | $52.2K | 0.00% | +145+41.9% | Added |
| CX Institutional | 485 | $52.0K | 0.00% | +485 | New |
| Bayforest Capital Ltd | 461 | $49.0K | 0.02% | +461 | New |
| Root Financial Partners, LLC | 446 | $47.4K | 0.00% | +446 | New |
| Smartleaf Asset Management LLC | 433 | $46.3K | 0.00% | +199+85.0% | Added |
| Bessemer Group Inc | 427 | $46.0K | 0.00% | −554−56.5% | Reduced |
| Rise Advisors, LLC | 413 | $43.9K | 0.02% | +5+1.2% | Added |
| Clear Street Markets LLC | 410 | $43.6K | 0.01% | +265+182.8% | Added |
| Costello Asset Management, INC | 386 | $41.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 368 | $40.2K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 302 | $32.1K | 0.01% | +302 | New |
| GW&K Investment Management, LLC | 280 | $30.0K | 0.00% | +10+3.7% | Added |
| Assetmark, Inc | 268 | $28.5K | 0.00% | +12+4.7% | Added |
| Pinnacle Holdings, LLC | 261 | $27.7K | 0.01% | −131−33.4% | Reduced |
| Pinney & Scofield, Inc. | 260 | $27.6K | 0.02% | 00.0% | Unchanged |
| Amplify Investments, LLC | 252 | $26.8K | 0.68% | −504−66.7% | Reduced |
| Cheviot Value Management, LLC | 265 | $26.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $22.0K | 0.01% | +15+7.8% | Added |
| Cornerstone Planning Group LLC | 217 | $21.8K | 0.00% | +201+1,256.3% | Added |
| Red Tortoise LLC | 202 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $21.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $21.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 192 | $20.0K | 0.00% | +146+317.4% | Added |
| TCTC Holdings, LLC | 180 | $19.1K | 0.00% | −129−41.7% | Reduced |
| Hemington Wealth Management | 183 | $19.0K | 0.00% | −50−21.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 173 | $18.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 171 | $18.2K | 0.00% | +171 | New |
| Bell Investment Advisors, Inc | 166 | $17.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 165 | $17.5K | 0.01% | +130+371.4% | Added |
| Citizens National Bank Trust Department | 160 | $17.0K | 0.00% | −493−75.5% | Reduced |
| Anchor Investment Management, LLC | 160 | $17.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 154 | $16.4K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 153 | $16.2K | 0.01% | +1+0.7% | Added |
| Navigoe, LLC | 160 | $16.0K | 0.01% | +160 | New |
| Indiana Trust & Investment Management CO | 150 | $15.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 150 | $15.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 139 | $14.8K | 0.00% | −6−4.1% | Reduced |
| Versant Capital Management, Inc | 135 | $14.3K | 0.00% | −450−76.9% | Reduced |
| Atlantic Union Bankshares Corp | 134 | $14.2K | 0.00% | +134 | New |
| Farmers & Merchants Investments Inc | 132 | $14.0K | 0.00% | −3−2.2% | Reduced |
| Private Trust Co NA | 130 | $13.8K | 0.00% | +21+19.3% | Added |
| Peregrine Capital Management LLC | 129 | $13.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $13.4K | 0.00% | −179−58.7% | Reduced |
| GHP Investment Advisors, Inc. | 126 | $13.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 120 | $12.7K | 0.00% | −96−44.4% | Reduced |
| First United Bank Trust | 120 | $12.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 113 | $12.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 113 | $12.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 106 | $11.3K | 0.00% | +3+2.9% | Added |
| Wolverine Asset Management LLC | 105 | $11.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 104 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 101 | $10.7K | 0.00% | +101 | New |
| Spire Wealth Management | 99 | $10.5K | 0.00% | +52+110.6% | Added |
| Murphy & Mullick Capital Management Corp | 100 | $10.1K | 0.01% | +100 | New |
| Peoples Financial Services Corp. | 86 | $9.14K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 83 | $8.92K | 0.00% | +83 | New |
| Umb Bank N A | 82 | $8.71K | 0.00% | −152−65.0% | Reduced |
| Rakuten Investment Management, Inc. | 200 | $8.40K | 0.00% | +200 | New |
| Zions Bancorporation, National Association | 77 | $8.18K | 0.00% | −232−75.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 75 | $7.97K | 0.00% | −86−53.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74 | $7.86K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 69 | $7.33K | 0.00% | +69 | New |
| ORG Partners LLC | 66 | $7.01K | 0.00% | −7−9.6% | Reduced |
| FNY Investment Advisers, LLC | 68 | $7.00K | 0.00% | +68 | New |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $6.48K | 0.00% | 00.0% | Unchanged |