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, 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 | 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, 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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1,695 | $187.1K | 0.00% | +770+83.2% | Added |
| TD Private Client Wealth LLC | 1,703 | $187.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,708 | $188.5K | 0.08% | +494+40.7% | Added |
| Essential Partners LLC | 1,733 | $191.3K | 0.06% | +352+25.5% | Added |
| Geneos Wealth Management Inc. | 1,734 | $191.4K | 0.00% | +942+118.9% | Added |
| Parallel Advisors, LLC | 1,752 | $193.4K | 0.00% | +115+7.0% | Added |
| Archer Investment Corp | 1,790 | $197.5K | 0.04% | +415+30.2% | Added |
| Ronald Blue Trust, Inc. | 1,808 | $199.5K | 0.00% | +12+0.7% | Added |
| Palumbo Wealth Management LLC | 1,820 | $200.9K | 0.05% | +1,820 | New |
| Exencial Wealth Advisors, LLC | 1,829 | $201.8K | 0.01% | +1,829 | New |
| Journey Strategic Wealth LLC | 1,841 | $203.2K | 0.01% | +1,841 | New |
| Commerce Bank | 1,843 | $203.4K | 0.00% | +1,843 | New |
| Independent Financial Group, LLC | 1,852 | $204.4K | 0.00% | +1,852 | New |
| M.E. Allison & Co., Inc. | 1,863 | $205.6K | 0.14% | +1,863 | New |
| Arwa LLC | 1,876 | $207.0K | 0.12% | +1,876 | New |
| AlphaGrep UK Ltd | 1,876 | $207.0K | 0.07% | +1,876 | New |
| Rehmann Capital Advisory Group | 1,898 | $209.5K | 0.01% | +1,898 | New |
| Mirabella Financial Services LLP | 1,919 | $211.8K | 0.02% | +1,919 | New |
| EP Wealth Advisors, LLC | 1,926 | $212.5K | 0.00% | +1,926 | New |
| Ci Investments Inc. | 1,943 | $214.4K | 0.00% | +1,085+126.5% | Added |
| PCM Encore, LLC | 1,962 | $216.5K | 0.05% | +1,962 | New |
| Sivia Capital Partners, LLC | 1,966 | $217.0K | 0.04% | +1,966 | New |
| Uncommon Cents Investing LLC | 1,970 | $217.4K | 0.05% | +25+1.3% | Added |
| Wesbanco Bank Inc | 1,975 | $218.0K | 0.01% | −370−15.8% | Reduced |
| PharVision Advisers, LLC | 1,993 | $219.9K | 0.11% | +1,993 | New |
| Modera Wealth Management, LLC | 2,013 | $222.2K | 0.00% | +8+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,020 | $222.9K | 0.02% | +83+4.3% | Added |
| Ballentine Partners, LLC | 2,024 | $223.4K | 0.00% | −61−2.9% | Reduced |
| One + One Wealth Management, LLC | 2,038 | $224.9K | 0.10% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 2,042 | $225.4K | 0.09% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 2,046 | $225.8K | 0.01% | +2,046 | New |
| Bryn Mawr Trust Co | 2,055 | $226.8K | 0.01% | −13−0.6% | Reduced |
| Federated Hermes, Inc. | 2,067 | $228.1K | 0.00% | −1,930−48.3% | Reduced |
| Brown Brothers Harriman & Co | 2,074 | $228.9K | 0.00% | +1,583+322.4% | Added |
| Wedbush Securities Inc | 2,084 | $230.0K | 0.01% | −2,260−52.0% | Reduced |
| E&G Advisors, LP | 2,123 | $234.3K | 0.05% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,125 | $234.5K | 0.12% | +2,125 | New |
| Armistice Capital, LLC | 2,126 | $234.6K | 0.01% | +2,126 | New |
| Florida Financial Advisors, LLC | 2,159 | $236.0K | 0.06% | +2,159 | New |
| Cim Investment Mangement Inc | 2,190 | $241.7K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,191 | $242.0K | 0.04% | +28+1.3% | Added |
| Moors & Cabot, Inc. | 2,204 | $243.2K | 0.01% | +80+3.8% | Added |
| Park Avenue Securities LLC | 2,213 | $244.0K | 0.00% | +292+15.2% | Added |
| Teza Capital Management LLC | 2,231 | $246.2K | 0.79% | −2,186−49.5% | Reduced |
| Essex Savings Bank | 2,236 | $246.8K | 0.05% | −126−5.3% | Reduced |
| Guidance Capital, Inc | 2,297 | $251.5K | 0.06% | −244−9.6% | Reduced |
| Souders Financial Advisors | 2,328 | $256.9K | 0.03% | +2,328 | New |
| Jackson Thornton Asset Management, LLC | 2,449 | $258.2K | 0.02% | +215+9.6% | Added |
| Meeder Advisory Services, Inc. | 2,340 | $258.2K | 0.01% | +25+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 2,394 | $264.2K | 0.00% | +2+0.1% | Added |
| Rothschild Investment LLC | 2,399 | $264.8K | 0.01% | +531+28.4% | Added |
| Washburn Capital Management, Inc. | 2,400 | $264.9K | 0.15% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 2,400 | $264.9K | 0.13% | +2,400 | New |
| Brown Advisory Inc | 2,402 | $265.1K | 0.00% | −346−12.6% | Reduced |
| Storgate, LLC | 2,428 | $268.0K | 0.22% | +2,428 | New |
| waypoint wealth counsel | 2,428 | $268.0K | 0.10% | +86+3.7% | Added |
| Clearstead Advisors, LLC | 2,499 | $275.8K | 0.00% | +1,672+202.2% | Added |
| Gryphon Financial Partners LLC | 2,565 | $283.1K | 0.03% | +2,565 | New |
| EverSource Wealth Advisors, LLC | 2,590 | $285.8K | 0.01% | +111+4.5% | Added |
| Astra Wealth Partners LLC | 2,595 | $286.3K | 0.18% | +2,595 | New |
| V-Square Quantitative Management LLC | 2,597 | $286.6K | 0.03% | +2,597 | New |
| Mraz, Amerine & Associates, Inc. | 2,601 | $287.0K | 0.04% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,604 | $287.4K | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,625 | $289.7K | 0.00% | +2,625 | New |
| Canton Hathaway, LLC | 2,670 | $294.7K | 0.06% | +2,670 | New |
| Atomi Financial Group, Inc. | 2,685 | $296.3K | 0.01% | −60−2.2% | Reduced |
| Waddell & Associates, LLC | 2,695 | $297.4K | 0.02% | +2,695 | New |
| Terril Brothers, Inc. | 2,700 | $298.0K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,735 | $301.8K | 0.00% | −42−1.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,750 | $303.5K | 0.01% | +750+37.5% | Added |
| Glenmede Trust Co NA | 2,756 | $304.2K | 0.00% | +2,756 | New |
| Savvy Advisors, Inc. | 2,805 | $309.5K | 0.01% | +2,805 | New |
| Apollon Wealth Management, LLC | 2,826 | $311.9K | 0.01% | −397−12.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,847 | $314.1K | 0.00% | +663+30.4% | Added |
| Meridian Wealth Advisors, LLC | 2,850 | $314.5K | 0.04% | +2,850 | New |
| Wexford Capital LP | 2,860 | $315.6K | 0.08% | −109,347−97.5% | Reduced |
| Evolve Private Wealth, LLC | 2,892 | $319.2K | 0.02% | +2,892 | New |
| Ritholtz Wealth Management | 2,919 | $322.1K | 0.01% | +597+25.7% | Added |
| Montgomery Investment Management Inc | 2,940 | $324.5K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,944 | $324.9K | 0.03% | +66+2.3% | Added |
| MidWestOne Financial Group, Inc. | 2,967 | $327.4K | 0.04% | −1,366−31.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,021 | $333.4K | 0.00% | +66+2.2% | Added |
| Chickasaw Capital Management LLC | 3,034 | $335.0K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 3,045 | $336.0K | 0.19% | −100−3.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,159 | $337.4K | 0.01% | +211+7.2% | Added |
| William Blair Investment Management, LLC | 3,073 | $339.1K | 0.00% | −257−7.7% | Reduced |
| Frank, Rimerman Advisors LLC | 3,074 | $339.2K | 0.02% | +3,074 | New |
| CMC Financial Group | 3,102 | $342.3K | 0.61% | +3,102 | New |
| First Citizens Bank & Trust Co | 3,104 | $342.6K | 0.01% | +15+0.5% | Added |
| SMART Wealth LLC | 3,114 | $343.7K | 0.10% | +3,114 | New |
| Oppenheimer Asset Management Inc. | 3,146 | $347.2K | 0.00% | +3,146 | New |
| Savant Capital, LLC | 3,161 | $348.9K | 0.00% | −42−1.3% | Reduced |
| Chesley Taft & Associates LLC | 3,182 | $351.2K | 0.01% | +523+19.7% | Added |
| Principal Securities, Inc. | 3,191 | $352.2K | 0.01% | +2,182+216.3% | Added |
| Impact Partnership Wealth, LLC | 3,207 | $353.9K | 0.05% | +3,207 | New |
| Perigon Wealth Management, LLC | 3,232 | $356.7K | 0.01% | +97+3.1% | Added |
| Transcend Wealth Collective, LLC | 3,244 | $358.0K | 0.03% | +296+10.0% | Added |
| Jupiter Asset Management Ltd | 3,246 | $358.2K | 0.00% | −1,364−29.6% | Reduced |
| Mattson Financial Services, LLC | 3,255 | $359.2K | 0.08% | +1,093+50.6% | Added |
| Wealthfront Advisers LLC | 3,284 | $362.4K | 0.00% | +1,245+61.1% | Added |