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; 853 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, Q4 2025
Institutional positions in Expand Energy Corp as of Dec 31, 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
- 871
- +117 vs. Q3 2025
- Shares held
- 223.2M
- +132.5K (+0.1%) vs. Q3 2025
- Total value
- $24.6B
- +$926.2M (+3.9%) vs. Q3 2025
- New holders
- 189
- 337 more added
- Sold out
- 72
- 237 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 853 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,901,508 | $3.08B | 0.04% | −11,7990.0% | Reduced |
| Capital Research Global Investors | 21,251,283 | $2.35B | 0.43% | +5,291,948+33.2% | Added |
| BlackRock, Inc. | 18,175,838 | $2.01B | 0.03% | −2,192,588−10.8% | Reduced |
| State Street Corp | 13,152,325 | $1.45B | 0.05% | −31,235−0.2% | Reduced |
| Price T Rowe Associates Inc | 9,670,165 | $1.07B | 0.12% | −1,203,160−11.1% | Reduced |
| Geode Capital Management, LLC | 6,421,429 | $706.0M | 0.04% | −208,238−3.1% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 5,062,363 | $558.7M | 9.06% | 00.0% | Unchanged |
| Invesco Ltd. | 4,096,992 | $452.1M | 0.04% | −262,380−6.0% | Reduced |
| Massachusetts Financial Services Co | 3,850,542 | $424.9M | 0.14% | −209,940−5.2% | Reduced |
| Victory Capital Management Inc | 3,286,361 | $362.7M | 0.20% | +2,160,979+192.0% | Added |
| Morgan Stanley | 3,183,177 | $351.3M | 0.02% | +138,381+4.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,844,653 | $313.9M | 0.20% | −1,604,282−36.1% | Reduced |
| UBS Asset Management Americas Inc | 2,713,203 | $299.4M | 0.06% | −67,105−2.4% | Reduced |
| Disciplined Growth Investors Inc | 2,549,879 | $281.4M | 5.39% | +56,203+2.3% | Added |
| Wellington Management Group LLP | 2,509,261 | $276.9M | 0.05% | −1,124,829−31.0% | Reduced |
| Bank of New York Mellon Corp | 2,310,483 | $255.0M | 0.04% | −316,573−12.1% | Reduced |
| Dimensional Fund Advisors LP | 2,300,365 | $253.9M | 0.05% | +21,050+0.9% | Added |
| FMR LLC | 2,151,223 | $237.4M | 0.01% | −1,049,649−32.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,063,440 | $227.7M | 0.38% | +806,453+64.2% | Added |
| Glendon Capital Management LP | 2,008,514 | $221.5M | 13.18% | −123,840−5.8% | Reduced |
| Northern Trust Corp | 1,957,428 | $216.0M | 0.03% | −6,457−0.3% | Reduced |
| Goldman Sachs Group Inc | 1,844,899 | $203.6M | 0.03% | −235,543−11.3% | Reduced |
| 59 North Capital Management, LP | 1,841,634 | $203.2M | 6.33% | +500,977+37.4% | Added |
| Bank of America Corp | 1,747,595 | $192.9M | 0.01% | −128,713−6.9% | Reduced |
| Altshuler Shaham Ltd | 1,716,853 | $189.5M | 2.89% | +125,094+7.9% | Added |
| Charles Schwab Investment Management Inc | 1,688,794 | $186.4M | 0.03% | +43,912+2.7% | Added |
| Voya Investment Management LLC | 1,654,399 | $182.4M | 0.18% | −63,979−3.7% | Reduced |
| Assenagon Asset Management S.A. | 1,642,779 | $181.3M | 0.27% | +769,944+88.2% | Added |
| Slate Path Capital LP | 1,567,514 | $173.0M | 2.33% | −48,200−3.0% | Reduced |
| Ameriprise Financial Inc | 1,551,295 | $172.8M | 0.04% | +88,809+6.1% | Added |
| Deutsche Bank AG | 1,552,459 | $171.3M | 0.06% | +204,691+15.2% | Added |
| Thrivent Financial for Lutherans | 1,524,096 | $168.2M | 0.30% | −3,140−0.2% | Reduced |
| Citadel Advisors LLC | 1,456,674 | $160.8M | 0.11% | +449,269+44.6% | Added |
| Lord, Abbett & Co. LLC | 1,444,751 | $159.4M | 0.49% | −142,766−9.0% | Reduced |
| Phoenix Holdings Ltd. | 1,356,470 | $149.7M | 1.62% | −241,631−15.1% | Reduced |
| Merewether Investment Management, LP | 1,329,075 | $146.7M | 3.37% | −188,400−12.4% | Reduced |
| Dragoneer Investment Group, LLC | 1,319,618 | $145.6M | 3.18% | +1,319,618 | New |
| TD Asset Management Inc | 1,294,999 | $142.9M | 0.11% | +938,337+263.1% | Added |
| Two Sigma Investments, LP | 1,091,314 | $120.4M | 0.18% | −437,347−28.6% | Reduced |
| Legal & General Group Plc | 1,046,922 | $115.5M | 0.03% | −52,829−4.8% | Reduced |
| Prudential Financial Inc | 1,002,616 | $110.6M | 0.13% | −14,822−1.5% | Reduced |
| Principal Financial Group Inc | 993,162 | $109.6M | 0.06% | +452,483+83.7% | Added |
| UBS Group AG | 992,859 | $109.6M | 0.02% | −202,937−17.0% | Reduced |
| Amundi | 914,412 | $100.9M | 0.03% | +52,401+6.1% | Added |
| Qube Research & Technologies Ltd | 911,173 | $100.6M | 0.14% | +218,024+31.5% | Added |
| Jennison Associates LLC | 892,935 | $98.5M | 0.06% | +402,618+82.1% | Added |
| Rokos Capital Management LLP | 862,568 | $95.2M | 1.40% | +862,568 | New |
| Millennium Management LLC | 841,337 | $92.8M | 0.07% | +154,478+22.5% | Added |
| Holocene Advisors, LP | 834,240 | $92.1M | 0.19% | −33,022−3.8% | Reduced |
| American Century Companies Inc | 818,678 | $90.3M | 0.05% | +178,655+27.9% | Added |
| AQR Capital Management LLC | 802,282 | $88.5M | 0.05% | −168,389−17.3% | Reduced |
| Ninepoint Partners LP | 800,000 | $88.3M | 10.48% | −100,000−11.1% | Reduced |
| Stephens Investment Management Group LLC | 761,911 | $84.1M | 1.10% | +4,335+0.6% | Added |
| Sagefield Capital LP | 733,110 | $80.9M | 6.85% | +2,440+0.3% | Added |
| Kopernik Global Investors, LLC | 681,579 | $75.2M | 6.01% | −56,468−7.7% | Reduced |
| Neuberger Berman Group LLC | 675,742 | $74.6M | 0.06% | −108,503−13.8% | Reduced |
| Raymond James Financial Inc | 665,791 | $73.5M | 0.02% | +293,149+78.7% | Added |
| Swiss National Bank | 652,556 | $72.0M | 0.04% | +900+0.1% | Added |
| Nomura Asset Management International Inc. | 632,224 | $69.8M | 0.11% | +632,224 | New |
| Alyeska Investment Group, L.P. | 620,807 | $68.5M | 0.19% | −466,388−42.9% | Reduced |
| Zurich Insurance Group Ltd | 609,299 | $67.2M | 0.47% | +290,448+91.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 605,590 | $66.8M | 0.65% | −163,605−21.3% | Reduced |
| Nuveen, LLC | 601,518 | $66.4M | 0.02% | +1,312+0.2% | Added |
| JPMorgan Chase & Co | 600,109 | $66.2M | 0.00% | −722,209−54.6% | Reduced |
| Wells Fargo & Company | 593,742 | $65.5M | 0.01% | +106,726+21.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 560,722 | $61.6M | 0.04% | +31,218+5.9% | Added |
| Gotham Asset Management, LLC | 536,775 | $59.2M | 0.22% | +132,258+32.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 514,911 | $57.2M | 0.16% | +514,911 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 515,428 | $56.9M | 0.03% | −100,888−16.4% | Reduced |
| LSP Investment Advisors, LLC | 509,717 | $56.3M | 29.91% | +190,300+59.6% | Added |
| Mackenzie Financial Corp | 494,837 | $55.3M | 0.07% | +24,136+5.1% | Added |
| Balyasny Asset Management LLC | 495,103 | $54.6M | 0.10% | +453,980+1,104.0% | Added |
| Janus Henderson Group PLC | 492,758 | $54.4M | 0.02% | +20,066+4.2% | Added |
| Barclays PLC | 485,805 | $53.6M | 0.02% | −430,397−47.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 460,000 | $50.8M | 0.44% | +460,000 | New |
| Clearbridge Investments, LLC | 444,221 | $49.0M | 0.04% | +1,048+0.2% | Added |
| Retirement Systems of Alabama | 424,367 | $46.8M | 0.15% | −12,034−2.8% | Reduced |
| California Public Employees Retirement System | 416,920 | $46.0M | 0.03% | +6,293+1.5% | Added |
| Rhumbline Advisers | 416,637 | $46.0M | 0.04% | +2,540+0.6% | Added |
| Gemsstock Limited | 400,500 | $44.2M | 6.44% | +171,700+75.0% | Added |
| BNP Paribas Arbitrage, SA | 383,794 | $42.4M | 0.03% | −52,015−11.9% | Reduced |
| Deprince Race & Zollo Inc | 374,603 | $41.3M | 0.79% | −1520.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 372,892 | $41.2M | 0.69% | +118,542+46.6% | Added |
| Schwartz Investment Counsel Inc | 370,420 | $40.9M | 1.43% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 370,000 | $40.8M | 0.06% | −306,800−45.3% | Reduced |
| First Trust Advisors LP | 369,576 | $40.8M | 0.03% | +37,325+11.2% | Added |
| Natixis Advisors, L.P. | 366,330 | $40.4M | 0.06% | +6,261+1.7% | Added |
| Susquehanna International Group, LLP | 365,525 | $40.3M | 0.06% | +180,149+97.2% | Added |
| PointState Capital LP | 361,377 | $39.9M | 0.68% | +94,891+35.6% | Added |
| HSBC Holdings PLC | 358,265 | $39.5M | 0.02% | −12,929−3.5% | Reduced |
| Two Creeks Capital Management, LP | 344,837 | $38.1M | 3.12% | −29,402−7.9% | Reduced |
| Russell Investments Group, Ltd. | 339,997 | $37.5M | 0.04% | −48,318−12.4% | Reduced |
| National Pension Service | 335,950 | $37.1M | 0.03% | +39,309+13.3% | Added |
| Primecap Management Co | 330,947 | $36.5M | 0.03% | −3,939−1.2% | Reduced |
| Sourcerock Group LLC | 325,425 | $35.9M | 2.06% | +325,425 | New |
| Alliancebernstein L.P. | 323,707 | $35.7M | 0.01% | −8,929−2.7% | Reduced |
| Royal Bank of Canada | 319,160 | $35.2M | 0.01% | −384,204−54.6% | Reduced |
| Great Lakes Advisors, LLC | 310,732 | $34.3M | 0.28% | −8,065−2.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 299,020 | $33.0M | 0.51% | +299,020 | New |
| Steadfast Capital Management LP | 294,700 | $32.5M | 0.57% | +266,700+952.5% | Added |