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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 871 institutions
Q1 2021: 118 institutionsQ2 2021: 170 institutionsQ3 2021: 209 institutionsQ4 2021: 268 institutionsQ1 2022: 345 institutionsQ2 2022: 386 institutionsQ3 2022: 436 institutionsQ4 2022: 491 institutionsQ1 2023: 459 institutionsQ2 2023: 457 institutionsQ3 2023: 479 institutionsQ4 2023: 467 institutionsQ1 2024: 495 institutionsQ2 2024: 470 institutionsQ3 2024: 467 institutionsQ4 2024: 641 institutionsQ1 2025: 737 institutionsQ2 2025: 812 institutionsQ3 2025: 764 institutionsQ4 2025: 871 institutionsQ1 2026: 899 institutionsQ2 2026: 853 institutions
Value heldQ4 2025: $24.6B
Q1 2021: $4.08BQ2 2021: $5.64BQ3 2021: $6.79BQ4 2021: $8.47BQ1 2022: $12.1BQ2 2022: $10.8BQ3 2022: $12.3BQ4 2022: $12.3BQ1 2023: $9.73BQ2 2023: $10.9BQ3 2023: $11.8BQ4 2023: $10.2BQ1 2024: $12.6BQ2 2024: $11.8BQ3 2024: $12.9BQ4 2024: $22.6BQ1 2025: $24.7BQ2 2025: $25.2BQ3 2025: $23.7BQ4 2025: $24.6BQ1 2026: $24.0BQ2 2026: $20.0B
Institutions holding EXE and their total value by quarter
QuarterHoldersValue
Q2 2026853$20.0B
Q1 2026899$24.0B
Q4 2025871$24.6B
Q3 2025764$23.7B
Q2 2025812$25.2B
Q1 2025737$24.7B
Q4 2024641$22.6B
Q3 2024467$12.9B
Q2 2024470$11.8B
Q1 2024495$12.6B
Q4 2023467$10.2B
Q3 2023479$11.8B
Q2 2023457$10.9B
Q1 2023459$9.73B
Q4 2022491$12.3B
Q3 2022436$12.3B
Q2 2022386$10.8B
Q1 2022345$12.1B
Q4 2021268$8.47B
Q3 2021209$6.79B
Q2 2021170$5.64B
Q1 2021118$4.08B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q3 2025.

Institutions holding EXE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tradewinds Capital Management, LLC0$90.00%0Unchanged
Financial Management Professionals, Inc.1$1100.00%00.0%Unchanged
Optima Capital LLC1$1100.00%+1New
HHM Wealth Advisors, LLC1$1110.00%+1New
Sound Income Strategies, LLC2$2000.00%+2New
IMA Wealth, Inc.2$2200.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$2210.00%00.0%Unchanged
Godsey & Gibb Associates2$2210.00%+2New
EFG International AG2$2210.00%+2New
Davis Capital Management3$3310.00%00.0%Unchanged
Trust Co3$3310.00%+3New
Triumph Capital Management4$4410.00%+4New
Highline Wealth Partners LLC4$4410.00%+4New
American Capital Advisory, LLC4$4420.00%+4New
Valued Wealth Advisors LLC4$4450.00%00.0%Unchanged
DecisionPoint Financial, LLC5$5520.00%00.0%Unchanged
Colonial Trust Co5$5600.00%+5New
LRI Investments, LLC6$6620.00%+6New
Sunrise Financial Services, LLC6$6620.00%+6New
Quaker Wealth Management, LLC6$6630.00%00.0%Unchanged
HFM Investment Advisors, LLC7$7730.00%+3+75.0%Added
Investors Portfolio Services LLC8$8490.00%+8New
Kayne Anderson Rudnick Investment Management LLC8$8830.00%00.0%Unchanged
Signature Equity Partners, LLC8$8830.00%+8New
Cornerstone Financial Management LLC8$8830.00%+8New
Avion Wealth14$1.00K0.00%+5+55.6%Added
Loomis Sayles & Co L P10$1.10K0.00%+10New
Bare Financial Services, Inc11$1.21K0.00%00.0%Unchanged
1015 Capital Partners, LLC12$1.32K0.00%+12New
MV Capital Management, Inc.12$1.32K0.00%+7+140.0%Added
Hughes Financial Services, LLC14$1.54K0.00%+1+7.7%Added
High Note Wealth, LLC14$1.54K0.00%+14New
Advocate Investing Services LLC14$1.54K0.00%+14New
UMA Financial Services, Inc.14$1.55K0.00%+14New
Wealth Preservation Advisors, LLC15$1.66K0.00%−7−31.8%Reduced
Clark Wealth Partners15$1.66K0.00%00.0%Unchanged
Johnson Financial Group, Inc.15$1.66K0.00%−30−66.7%Reduced
Rialto Wealth Management, LLC15$1.66K0.00%+10+200.0%Added
Clayton Financial Group LLC15$1.66K0.00%+15New
Motco16$1.77K0.00%00.0%Unchanged
CDKV Holdings LLC16$1.77K0.00%+16New
Principia Wealth Advisory, LLC18$1.99K0.00%+6+50.0%Added
Marquette Asset Management, LLC18$1.99K0.00%−7−28.0%Reduced
Penserra Capital Management LLC21$2.00K0.00%00.0%Unchanged
Merited Wealth, LLC19$2.10K0.00%+19New
IMG Wealth Management, Inc.20$2.21K0.00%+20New
TFC Financial Management20$2.21K0.00%00.0%Unchanged
Torren Management, LLC20$2.25K0.00%+20New
Dunhill Financial, LLC23$2.51K0.00%−1−4.2%Reduced
Bay Harbor Wealth Management, LLC23$2.54K0.00%+7+43.8%Added
South State Corp.23$2.54K0.00%00.0%Unchanged
Copia Wealth Management24$2.65K0.00%00.0%Unchanged
Olistico Wealth, LLC24$2.65K0.00%+24New
Asset Planning,Inc25$2.72K0.00%00.0%Unchanged
CoreCap Advisors, LLC25$2.76K0.00%+11+78.6%Added
AdvisorNet Financial, Inc27$2.98K0.00%00.0%Unchanged
Atlantic Trust, LLC27$2.98K0.00%+27New
IFC & Insurance Marketing, Inc.23$3.00K0.00%+23New
Fortitude Family Office, LLC28$3.09K0.00%−8−22.2%Reduced
North Star Investment Management Corp.30$3.31K0.00%+30New
Wilkerson Advisory Group LLC31$3.42K0.00%+31New
Alerus Financial NA34$3.75K0.00%00.0%Unchanged
Cromwell Holdings LLC34$3.75K0.00%+22+183.3%Added
Retirement Wealth Solutions LLC34$3.75K0.00%+10+41.7%Added
Prestige Wealth Management Group LLC40$4.42K0.00%+11+37.9%Added
Pinnacle Bancorp, Inc.41$4.53K0.00%+11+36.7%Added
Lummis Asset Management, LP43$4.75K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc43$4.75K0.00%00.0%Unchanged
Greenline Wealth Management LLC43$4.75K0.00%+43New
Bruce G. Allen Investments, LLC47$5.19K0.00%00.0%Unchanged
Wolverine Asset Management LLC49$5.41K0.00%−56−53.3%Reduced
Howard Hughes Medical Institute51$5.63K0.00%00.0%Unchanged
Ares Financial Consulting, LLC52$5.74K0.01%+52New
SJS Investment Consulting Inc.54$5.96K0.00%+36+200.0%Added
Whittier Trust Co of Nevada Inc57$6.01K0.00%+11+23.9%Added
ZRC Wealth Management, LLC55$6.07K0.00%+40+266.7%Added
WealthCollab, LLC58$6.40K0.00%00.0%Unchanged
Princeton Global Asset Management LLC58$6.40K0.00%+58New
Citizens National Bank Trust Department60$6.62K0.00%−100−62.5%Reduced
WPG Advisers, LLC63$6.95K0.01%+59+1,475.0%Added
Dogwood Wealth Management LLC64$7.06K0.00%+31+93.9%Added
Cape Investment Advisory, Inc.67$7.39K0.00%+67New
PFS Partners, LLC69$7.62K0.00%00.0%Unchanged
Kingdom Financial Group LLC.74$8.17K0.00%+74New
Tanglewood Legacy Advisors, LLC74$8.17K0.00%00.0%Unchanged
Salomon & Ludwin, LLC83$8.87K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC82$9.00K0.00%+40+95.2%Added
Peoples Financial Services Corp.86$9.49K0.00%00.0%Unchanged
Zions Bancorporation, National Association91$10.0K0.00%+14+18.2%Added
N.E.W. Advisory Services LLC91$10.0K0.00%+91New
Meeder Asset Management Inc98$10.8K0.00%−8−7.5%Reduced
Sankala Group LLC101$10.9K0.01%+101New
Keating Financial Advisory Services, Inc.99$10.9K0.00%+99New
Financial Consulate, Inc100$11.0K0.00%+100New
Cornerstone Planning Group LLC101$11.1K0.00%−116−53.5%Reduced
Garton & Associates Financial Advisors LLC103$11.4K0.01%+103New
Swiss Re Ltd105$11.6K0.00%+105New
Colonial Trust Advisors113$12.5K0.00%00.0%Unchanged
Millstone Evans Group, LLC113$12.5K0.01%00.0%Unchanged
ORG Partners LLC116$12.8K0.00%+50+75.8%Added