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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 7,234 | $798.4K | 0.04% | +7,234 | New |
| State of Wyoming | 7,260 | $801.2K | 0.09% | +4,590+171.9% | Added |
| Prelude Capital Management, LLC | 7,287 | $804.2K | 0.06% | −2,280−23.8% | Reduced |
| Pickering Energy Partners LP | 7,300 | $805.6K | 3.15% | −650−8.2% | Reduced |
| Cidel Asset Management Inc | 7,438 | $820.9K | 0.06% | −184−2.4% | Reduced |
| Brevan Howard Capital Management LP | 7,464 | $823.7K | 0.02% | +3,254+77.3% | Added |
| MML Investors Services, LLC | 7,512 | $829.1K | 0.00% | +2,419+47.5% | Added |
| North Dakota State Investment Board | 7,519 | $829.8K | 0.03% | +7,519 | New |
| Retireful, LLC | 7,431 | $832.4K | 1.04% | +7,431 | New |
| Metis Global Partners, LLC | 7,578 | $836.3K | 0.02% | −346−4.4% | Reduced |
| Baldwin Investment Management, LLC | 7,583 | $836.9K | 0.09% | +465+6.5% | Added |
| Callan Family Office, LLC | 7,606 | $839.4K | 0.02% | +3,384+80.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,609 | $839.7K | 0.01% | +19+0.3% | Added |
| Capital International Sarl | 7,654 | $844.7K | 0.01% | +7,654 | New |
| QRG Capital Management, Inc. | 7,680 | $847.6K | 0.01% | +976+14.6% | Added |
| Corigliano Investment Advisers, LLC | 7,700 | $849.8K | 0.30% | +7,700 | New |
| D.A. Davidson & Co. | 7,763 | $856.2K | 0.01% | +1,923+32.9% | Added |
| X-Square Capital, LLC | 7,763 | $857.0K | 0.28% | +206+2.7% | Added |
| Belpointe Asset Management LLC | 7,818 | $862.8K | 0.03% | +7,818 | New |
| Fortis Capital Advisors, LLC | 7,818 | $862.8K | 0.13% | +7,818 | New |
| Independence Bank of Kentucky | 7,825 | $863.6K | 0.11% | −375−4.6% | Reduced |
| Teacher Retirement System of Texas | 7,881 | $869.7K | 0.00% | −21,729−73.4% | Reduced |
| Salem Investment Counselors Inc | 7,992 | $882.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 8,016 | $884.6K | 0.01% | +8,016 | New |
| Summit Trail Advisors, LLC | 8,131 | $897.3K | 0.02% | −5,069−38.4% | Reduced |
| Profund Advisors LLC | 8,327 | $919.0K | 0.03% | −1,340−13.9% | Reduced |
| Persistent Asset Partners Ltd | 8,408 | $927.9K | 0.45% | +8,408 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,979 | $943.8K | 0.01% | +12+0.1% | Added |
| Iron Financial, LLC | 8,591 | $948.1K | 0.44% | −48−0.6% | Reduced |
| Mediolanum International Funds Ltd | 8,525 | $955.0K | 0.01% | +2,454+40.4% | Added |
| Southport Management, L.L.C. | 8,670 | $956.8K | 3.34% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,716 | $961.9K | 0.03% | +5,957+215.9% | Added |
| Machina Capital S.A.S. | 8,786 | $969.6K | 0.19% | +8,786 | New |
| Private Advisor Group, LLC | 8,874 | $979.4K | 0.00% | −1,744−16.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,971 | $990.0K | 0.00% | +629+7.5% | Added |
| Encompass More Asset Management | 9,023 | $995.8K | 0.18% | +6,066+205.1% | Added |
| Spirit of America Management Corp | 9,050 | $998.8K | 0.21% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 9,109 | $1.01M | 0.00% | +135+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $1.02M | 0.01% | −1,885−16.9% | Reduced |
| Argos Wealth Advisors, LLC | 9,411 | $1.04M | 0.30% | +9,411 | New |
| Crewe Advisors LLC | 9,433 | $1.04M | 0.09% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,504 | $1.05M | 0.01% | −80−0.8% | Reduced |
| Quadrant Capital Group LLC | 9,526 | $1.05M | 0.03% | −291−3.0% | Reduced |
| Recurrent Investment Advisors LLC | 9,689 | $1.07M | 0.08% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 9,714 | $1.07M | 0.02% | +1,769+22.3% | Added |
| MUFG Securities EMEA plc | 9,774 | $1.08M | 0.01% | −34,784−78.1% | Reduced |
| Doliver Advisors, LP | 9,789 | $1.08M | 0.27% | −262−2.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,797 | $1.08M | 0.04% | +454+4.9% | Added |
| Sequent Asset Management, LLC | 9,984 | $1.10M | 0.49% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,017 | $1.11M | 0.28% | +10,017 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 10,052 | $1.11M | 0.00% | −12−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,206 | $1.12M | 0.00% | +126+1.3% | Added |
| CVA Family Office, LLC | 10,245 | $1.13M | 0.13% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,251 | $1.13M | 0.00% | +3,171+44.8% | Added |
| Campbell & CO Investment Adviser LLC | 10,333 | $1.14M | 0.05% | +10,333 | New |
| Gilder Gagnon Howe & Co LLC | 10,408 | $1.15M | 0.01% | −1,470−12.4% | Reduced |
| ISAM Funds (UK) Ltd | 10,544 | $1.16M | 0.42% | +10,544 | New |
| Ami Asset Management Corp | 10,577 | $1.17M | 0.07% | −360−3.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 10,598 | $1.17M | 0.24% | +10,598 | New |
| AAFMAA Wealth Management & Trust LLC | 10,609 | $1.17M | 0.46% | +1,439+15.7% | Added |
| M&T Bank Corp | 10,699 | $1.18M | 0.00% | +6,284+142.3% | Added |
| Catalyst Funds Management Pty Ltd | 10,700 | $1.18M | 0.27% | +10,700 | New |
| Huber Capital Management LLC | 10,701 | $1.18M | 0.17% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 10,888 | $1.20M | 0.02% | −809−6.9% | Reduced |
| New Mexico Educational Retirement Board | 10,900 | $1.20M | 0.04% | +1,100+11.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,936 | $1.21M | 0.76% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 10,989 | $1.21M | 0.01% | −24−0.2% | Reduced |
| Davenport & Co LLC | 11,007 | $1.21M | 0.01% | −1,058−8.8% | Reduced |
| NBC Securities, Inc. | 11,057 | $1.22M | 0.09% | +694+6.7% | Added |
| Fifth Third Wealth Advisors LLC | 11,060 | $1.22M | 0.04% | +3,060+38.3% | Added |
| We Are One Seven, LLC | 11,157 | $1.23M | 0.03% | +7,275+187.4% | Added |
| Quattro Financial Advisors LLC | 11,158 | $1.23M | 0.37% | +4,386+64.8% | Added |
| Maryland State Retirement & Pension System | 11,182 | $1.23M | 0.03% | +400+3.7% | Added |
| Vontobel Holding Ltd. | 11,185 | $1.23M | 0.00% | −3,394−23.3% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 11,127 | $1.25M | 0.12% | −4,939−30.7% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 11,313 | $1.25M | 0.95% | +11,313 | New |
| Sustainable Insight Capital Management, LLC | 11,461 | $1.26M | 0.42% | −400−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 11,637 | $1.28M | 0.04% | −18−0.2% | Reduced |
| Marathon Capital Management | 11,911 | $1.31M | 0.28% | +392+3.4% | Added |
| Simplex Trading, LLC | 11,929 | $1.32M | 0.04% | +6,441+117.4% | Added |
| Louisiana State Employees Retirement System | 12,200 | $1.35M | 0.02% | −300−2.4% | Reduced |
| Fox Run Management, L.L.C. | 12,309 | $1.36M | 0.21% | +12,309 | New |
| O'Shaughnessy Asset Management, LLC | 12,831 | $1.42M | 0.01% | +1,859+16.9% | Added |
| Oppenheimer & Co Inc | 13,086 | $1.44M | 0.02% | +13,086 | New |
| Cloverfields Capital Group, LP | 13,219 | $1.46M | 0.45% | +20.0% | Added |
| Sterling Capital Management LLC | 13,481 | $1.49M | 0.02% | −105−0.8% | Reduced |
| Braun Stacey Associates Inc | 13,575 | $1.50M | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 13,610 | $1.50M | 0.01% | +10,013+278.4% | Added |
| PEAK6 LLC | 13,680 | $1.51M | 0.04% | −61,166−81.7% | Reduced |
| Kentucky Retirement Systems | 13,796 | $1.52M | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 13,811 | $1.52M | 0.05% | −172−1.2% | Reduced |
| Stephens Inc | 13,819 | $1.53M | 0.02% | +1,054+8.3% | Added |
| Bridgewater Associates, LP | 13,926 | $1.54M | 0.01% | +3,238+30.3% | Added |
| Marshall Wace, LLP | 14,020 | $1.55M | 0.00% | −328,369−95.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,168 | $1.56M | 0.00% | +30.0% | Added |
| Two Sigma Securities, LLC | 14,233 | $1.57M | 0.22% | +1,688+13.5% | Added |
| Walleye Trading LLC | 14,308 | $1.58M | 0.03% | +14,308 | New |
| Nisa Investment Advisors, LLC | 14,557 | $1.61M | 0.01% | +1,306+9.9% | Added |
| Pathstone Holdings, LLC | 14,599 | $1.61M | 0.01% | +33+0.2% | Added |
| JustInvest LLC | 14,608 | $1.61M | 0.02% | +1,612+12.4% | Added |