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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 3,303 | $364.6K | 0.00% | +928+39.1% | Added |
| Oliver Luxxe Assets LLC | 3,306 | $364.9K | 0.06% | +3,306 | New |
| Hohimer Wealth Management, LLC | 3,313 | $365.6K | 0.05% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,289 | $368.4K | 0.01% | −691−17.4% | Reduced |
| Wealthcare Advisory Partners LLC | 3,357 | $370.5K | 0.01% | −95−2.8% | Reduced |
| Corsair Capital Management, L.P. | 3,362 | $371.0K | 0.06% | +1,000+42.3% | Added |
| Sequoia Financial Advisors, LLC | 3,362 | $371.1K | 0.00% | +1,186+54.5% | Added |
| Skopos Labs, Inc. | 3,343 | $373.6K | 0.02% | +1,325+65.7% | Added |
| EJMK Ventures LLC | 3,485 | $384.7K | 0.24% | +3,485 | New |
| Wealth Science Advisors LLC | 3,489 | $385.0K | 0.22% | +3,489 | New |
| Hardin Capital Partners, LLC | 3,492 | $385.4K | 0.18% | −512−12.8% | Reduced |
| Fore Capital, LLC | 3,500 | $386.3K | 0.51% | +3,500 | New |
| Numerai GP LLC | 3,512 | $387.6K | 0.05% | −1,344−27.7% | Reduced |
| Americana Partners, LLC | 3,524 | $388.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,546 | $391.3K | 0.02% | +3,546 | New |
| Greenleaf Trust | 3,603 | $397.6K | 0.00% | +389+12.1% | Added |
| GTS Securities LLC | 3,627 | $400.3K | 0.01% | +3,627 | New |
| Vestmark Advisory Solutions, Inc. | 3,707 | $409.1K | 0.01% | +3,707 | New |
| Delphi Management Inc | 3,754 | $414.0K | 0.40% | +3,754 | New |
| Mount Yale Investment Advisors, LLC | 3,820 | $421.6K | 0.02% | +3,820 | New |
| Laird Norton Trust Company, LLC | 3,860 | $426.0K | 0.01% | +3,860 | New |
| New England Research & Management, Inc. | 3,875 | $427.6K | 0.19% | +3,875 | New |
| Stevens Capital Management LP | 3,874 | $428.0K | 0.15% | +3,874 | New |
| RSM US Wealth Management LLC | 3,888 | $435.5K | 0.01% | +3,888 | New |
| Natixis | 3,978 | $439.0K | 0.00% | −3,426−46.3% | Reduced |
| Caxton Associates LLP | 4,003 | $441.8K | 0.01% | +4,003 | New |
| Oxbow Advisors, LLC | 4,008 | $442.3K | 0.04% | +91+2.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,012 | $442.8K | 0.01% | +579+16.9% | Added |
| Bridgewater Advisors Inc. | 5,894 | $445.5K | 0.03% | +223+3.9% | Added |
| Caerus Investment Advisors, LLC | 4,057 | $447.7K | 0.15% | +4,057 | New |
| Sigma Planning Corp | 4,105 | $453.1K | 0.01% | +4,105 | New |
| Argentarii, LLC | 4,116 | $454.2K | 0.15% | −90−2.1% | Reduced |
| Landscape Capital Management, L.L.C. | 4,123 | $455.0K | 0.03% | −5,738−58.2% | Reduced |
| Simmons Bank | 4,130 | $455.8K | 0.03% | +685+19.9% | Added |
| Atria Investments LLC | 4,173 | $460.5K | 0.01% | +947+29.4% | Added |
| Steel Peak Wealth Management LLC | 4,191 | $462.5K | 0.02% | −6,791−61.8% | Reduced |
| Pallas Capital Advisors LLC | 4,245 | $468.5K | 0.02% | +841+24.7% | Added |
| Keybank National Association | 4,262 | $470.4K | 0.00% | +4,262 | New |
| Dana Investment Advisors, Inc. | 4,288 | $473.2K | 0.01% | +4,288 | New |
| HB Wealth Management, LLC | 4,293 | $473.8K | 0.00% | +19+0.4% | Added |
| GAMMA Investing LLC | 4,295 | $474.0K | 0.02% | +1,525+55.1% | Added |
| Norden Group LLC | 4,304 | $475.0K | 0.05% | +1,811+72.6% | Added |
| New Wave Wealth Advisors LLC | 4,308 | $475.4K | 0.17% | +115+2.7% | Added |
| Crossmark Global Holdings, Inc. | 4,346 | $479.7K | 0.01% | +2,451+129.3% | Added |
| SevenBridge Financial Group, LLC | 4,298 | $482.9K | 0.08% | −1,205−21.9% | Reduced |
| Hennessy Advisors Inc | 4,400 | $485.6K | 0.02% | −1,500−25.4% | Reduced |
| Delta Global Management LP | 4,421 | $487.9K | 0.04% | −20,960−82.6% | Reduced |
| Farther Finance Advisors, LLC | 4,445 | $490.5K | 0.01% | +1,173+35.8% | Added |
| GWM Advisors LLC | 4,496 | $496.1K | 0.00% | +4,480+28,000.0% | Added |
| Advisory Services Network, LLC | 4,527 | $499.7K | 0.01% | +1,498+49.5% | Added |
| Omers Administration Corp | 4,548 | $501.9K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 4,637 | $511.8K | 0.00% | +4,637 | New |
| Verdence Capital Advisors LLC | 4,662 | $514.5K | 0.03% | +166+3.7% | Added |
| Tower Research Capital LLC (TRC) | 4,705 | $519.2K | 0.01% | +1,572+50.2% | Added |
| Exchange Traded Concepts, LLC | 4,806 | $530.4K | 0.00% | +2,836+144.0% | Added |
| Philip James Wealth Mangement, LLC | 4,846 | $534.8K | 0.06% | +317+7.0% | Added |
| Evergreen Capital Management LLC | 4,856 | $535.9K | 0.01% | +348+7.7% | Added |
| PKO Investment Management Joint-Stock Co | 4,900 | $540.8K | 0.04% | −2,000−29.0% | Reduced |
| Evercore Wealth Management, LLC | 5,028 | $554.9K | 0.01% | −15,000−74.9% | Reduced |
| Miller Global Investments, LLC | 5,064 | $558.9K | 0.51% | +5,064 | New |
| Intellectus Partners, LLC | 5,081 | $560.7K | 0.11% | +20.0% | Added |
| Ausbil Investment Management Ltd | 5,200 | $573.9K | 0.33% | +4,700+940.0% | Added |
| Danske Bank A/S | 5,205 | $574.4K | 0.00% | −400−7.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5,225 | $576.6K | 0.17% | +5,225 | New |
| Envestnet Portfolio Solutions, Inc. | 5,232 | $577.4K | 0.00% | +209+4.2% | Added |
| Pitcairn Wealth Advisors LLC | 5,275 | $582.1K | 0.05% | +5,275 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,119 | $582.6K | 0.02% | −2,300−42.4% | Reduced |
| Central Trust Co | 5,290 | $583.8K | 0.01% | −50−0.9% | Reduced |
| Qtron Investments LLC | 5,414 | $597.5K | 0.08% | −1,665−23.5% | Reduced |
| SummitTX Capital, L.P. | 5,430 | $599.3K | 0.02% | −81,432−93.7% | Reduced |
| Sanders Morris Harris LLC | 5,555 | $608.2K | 0.94% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5,559 | $613.5K | 0.00% | +781+16.3% | Added |
| DekaBank Deutsche Girozentrale | 6,122 | $614.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 5,572 | $614.9K | 0.01% | +1,495+36.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,577 | $615.5K | 0.00% | +2,251+67.7% | Added |
| Wedmont Private Capital | 5,906 | $630.0K | 0.02% | +261+4.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,783 | $638.2K | 0.04% | 00.0% | Unchanged |
| Wahed Invest LLC | 5,985 | $660.5K | 0.09% | −25−0.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,010 | $663.3K | 0.03% | +2,510+71.7% | Added |
| Aptus Capital Advisors, LLC | 6,101 | $673.3K | 0.01% | −369−5.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,112 | $674.5K | 0.00% | −489−7.4% | Reduced |
| CWA Asset Management Group, LLC | 6,136 | $677.2K | 0.02% | +518+9.2% | Added |
| Toth Financial Advisory Corp | 6,171 | $681.0K | 0.07% | +5,021+436.6% | Added |
| Buckingham Strategic Partners | 6,236 | $688.2K | 0.01% | −1,884−23.2% | Reduced |
| Kestra Advisory Services, LLC | 6,250 | $689.8K | 0.00% | +1,396+28.8% | Added |
| Centiva Capital, LP | 6,280 | $693.1K | 0.04% | +6,280 | New |
| Ameritas Investment Partners, Inc. | 6,311 | $696.5K | 0.02% | −400−6.0% | Reduced |
| Squarepoint Ops LLC | 6,347 | $700.5K | 0.00% | −508,708−98.8% | Reduced |
| Icon Wealth Advisors, LLC | 6,381 | $704.2K | 0.05% | +36+0.6% | Added |
| Gamco Investors, Inc. Et Al | 6,383 | $704.4K | 0.01% | −68−1.1% | Reduced |
| MUFG Securities Americas Inc. | 6,416 | $708.1K | 0.04% | −6−0.1% | Reduced |
| Guggenheim Capital LLC | 6,454 | $712.3K | 0.01% | −1,325−17.0% | Reduced |
| Securian Asset Management, Inc | 6,476 | $714.7K | 0.03% | −4,989−43.5% | Reduced |
| Headlands Technologies LLC | 6,582 | $726.4K | 0.06% | −3,944−37.5% | Reduced |
| Pinebridge Investments LLC | 6,582 | $726.4K | 0.01% | +6,582 | New |
| Vestcor Inc | 6,635 | $732.0K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 6,842 | $755.1K | 0.07% | +1,817+36.2% | Added |
| Silvant Capital Management LLC | 6,887 | $760.0K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,899 | $761.4K | 0.01% | −756−9.9% | Reduced |
| WealthTrust Asset Management, LLC | 7,006 | $773.2K | 0.54% | −242−3.3% | Reduced |