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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 14,990 | $1.65M | 0.02% | +602+4.2% | Added |
| Guardian Partners Inc. | 15,450 | $1.68M | 0.13% | +2,600+20.2% | Added |
| Truist Financial Corp | 15,324 | $1.69M | 0.00% | +10,754+235.3% | Added |
| The PNC Financial Services Group, Inc. | 15,415 | $1.70M | 0.00% | +5,137+50.0% | Added |
| US Bancorp | 15,427 | $1.70M | 0.00% | +1,143+8.0% | Added |
| McAlvany Wealth Management LLC | 15,539 | $1.71M | 1.31% | +15,539 | New |
| Nierenberg Investment Management Company, Inc. | 15,555 | $1.72M | 0.87% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 15,839 | $1.75M | 0.12% | +629+4.1% | Added |
| Bluefin Capital Management, LLC | 15,995 | $1.77M | 0.50% | +15,995 | New |
| Arkadios Wealth Advisors | 16,236 | $1.79M | 0.04% | −1,456−8.2% | Reduced |
| Beck Capital Management, LLC | 16,510 | $1.82M | 0.43% | +16,510 | New |
| Penn Capital Management Co Inc | 16,369 | $1.84M | 0.15% | −325−1.9% | Reduced |
| Intech Investment Management LLC | 16,694 | $1.84M | 0.02% | −20,087−54.6% | Reduced |
| Rockefeller Capital Management L.P. | 17,431 | $1.92M | 0.00% | +4,292+32.7% | Added |
| Gradient Investments LLC | 17,498 | $1.93M | 0.03% | +158+0.9% | Added |
| Catalyst Capital Advisors LLC | 17,500 | $1.93M | 0.04% | +17,500 | New |
| Independent Advisor Alliance | 17,715 | $1.96M | 0.05% | −743−4.0% | Reduced |
| Stanley-Laman Group, Ltd. | 17,726 | $1.96M | 0.25% | +20+0.1% | Added |
| Allstate Corp | 18,371 | $2.03M | 0.03% | +9,921+117.4% | Added |
| CAPROCK Group, Inc. | 18,417 | $2.03M | 0.04% | +18,417 | New |
| Pacer Advisors, Inc. | 18,762 | $2.07M | 0.01% | −802,809−97.7% | Reduced |
| Orca Wealth Management, LLC | 19,644 | $2.11M | 1.51% | +615+3.2% | Added |
| Mizuho Securities USA LLC | 17,342 | $2.11M | 0.03% | −30.0% | Reduced |
| Oak Thistle LLC | 19,226 | $2.12M | 0.29% | −2,819−12.8% | Reduced |
| Uhlmann Price Securities, LLC | 19,556 | $2.16M | 1.28% | +456+2.4% | Added |
| Donoghue Forlines LLC | 19,641 | $2.17M | 0.67% | +19,641 | New |
| Accordant Advisory Group Inc | 19,773 | $2.18M | 1.51% | −309−1.5% | Reduced |
| Manatuck Hill Partners, LLC | 20,000 | $2.21M | 0.77% | −5,000−20.0% | Reduced |
| Norinchukin Bank, The | 20,029 | $2.21M | 0.03% | +1,957+10.8% | Added |
| CI Private Wealth, LLC | 20,105 | $2.22M | 0.00% | −9,717−32.6% | Reduced |
| Janney Montgomery Scott LLC | 20,125 | $2.22M | 0.01% | +1,016+5.3% | Added |
| KBC Group NV | 20,252 | $2.23M | 0.01% | +3,315+19.6% | Added |
| Investment Management Corp of Ontario | 20,420 | $2.25M | 0.03% | +9,779+91.9% | Added |
| TCW Group Inc | 20,477 | $2.26M | 0.02% | +4,472+27.9% | Added |
| Graham Capital Management, L.P. | 20,610 | $2.27M | 0.08% | +20,610 | New |
| Mfg Wealth Management, Inc. | 20,973 | $2.31M | 1.80% | +4,051+23.9% | Added |
| Steward Partners Investment Advisory, LLC | 21,021 | $2.32M | 0.01% | +871+4.3% | Added |
| Moran Wealth Management, LLC | 21,032 | $2.32M | 0.07% | +9,927+89.4% | Added |
| Toroso Investments, LLC | 21,098 | $2.33M | 0.01% | +7,499+55.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 21,509 | $2.37M | 0.97% | +1,550+7.8% | Added |
| Public Employees Retirement Association of Colorado | 21,707 | $2.40M | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 21,927 | $2.42M | 0.12% | −10,735−32.9% | Reduced |
| Nordea Investment Management AB | 22,127 | $2.43M | 0.00% | +1,852+9.1% | Added |
| Merit Financial Group, LLC | 22,177 | $2.45M | 0.02% | +6,329+39.9% | Added |
| Sanctuary Advisors, LLC | 22,220 | $2.45M | 0.01% | +9,236+71.1% | Added |
| Mercer Global Advisors Inc | 22,855 | $2.52M | 0.00% | +3,802+20.0% | Added |
| Ieq Capital, LLC | 22,890 | $2.53M | 0.01% | −9,512−29.4% | Reduced |
| Brandes Investment Partners, LP | 23,127 | $2.55M | 0.02% | +4,418+23.6% | Added |
| Murphy Pohlad Asset Management LLC | 23,321 | $2.57M | 0.99% | +1,970+9.2% | Added |
| State of Alaska, Department of Revenue | 23,608 | $2.60M | 0.03% | −2,070−8.1% | Reduced |
| Permanent Capital Management, LP | 23,845 | $2.63M | 0.51% | −339−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,109 | $2.64M | 0.00% | +4,420+21.4% | Added |
| McGowan Group Asset Management, Inc. | 24,073 | $2.66M | 0.33% | +105+0.4% | Added |
| Glenorchy Capital Ltd | 24,248 | $2.68M | 1.74% | +1,135+4.9% | Added |
| CenterBook Partners LP | 24,610 | $2.72M | 0.13% | +8,782+55.5% | Added |
| Yousif Capital Management, LLC | 26,108 | $2.73M | 0.03% | −1,921−6.9% | Reduced |
| UniSuper Management Pty Ltd | 25,497 | $2.81M | 0.02% | −3,535−12.2% | Reduced |
| Swiss Life Asset Management Ltd | 25,890 | $2.86M | 0.01% | −16,002−38.2% | Reduced |
| Harvey Capital Management Inc | 26,237 | $2.90M | 0.62% | +26,237 | New |
| Susquehanna Advisors Group, Inc. | 26,433 | $2.92M | 0.09% | +20,849+373.4% | Added |
| Fred Alger Management, LLC | 26,538 | $2.93M | 0.01% | +26,538 | New |
| Group One Trading, L.P. | 26,692 | $2.95M | 0.09% | +26,692 | New |
| Oregon Public Employees Retirement Fund | 27,216 | $3.00M | 0.04% | −84−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 27,570 | $3.04M | 0.02% | −3,224−10.5% | Reduced |
| Jefferies Financial Group Inc. | 27,617 | $3.05M | 0.02% | +23,785+620.7% | Added |
| First Dallas Securities Inc. | 27,694 | $3.06M | 1.14% | −646−2.3% | Reduced |
| Zacks Investment Management | 28,480 | $3.14M | 0.02% | −309−1.1% | Reduced |
| Cerity Partners LLC | 28,504 | $3.15M | 0.00% | +4,849+20.5% | Added |
| Winton Group Ltd | 28,505 | $3.15M | 0.11% | +28,505 | New |
| Oak Family Advisors, LLC | 28,565 | $3.15M | 0.97% | +28,565 | New |
| Captrust Financial Advisors | 29,312 | $3.23M | 0.01% | +1,816+6.6% | Added |
| Viking Fund Management LLC | 30,000 | $3.31M | 0.38% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 30,033 | $3.31M | 0.04% | −17,183−36.4% | Reduced |
| Horizon Investments, LLC | 30,119 | $3.32M | 0.04% | +1,023+3.5% | Added |
| Los Angeles Capital Management LLC | 33,102 | $3.33M | 0.01% | −23,227−41.2% | Reduced |
| Nissay Asset Management Corp | 30,210 | $3.33M | 0.02% | +1,782+6.3% | Added |
| Commonwealth Equity Services, LLC | 30,359 | $3.35M | 0.00% | −654−2.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,867 | $3.41M | 0.03% | +2,474+8.7% | Added |
| Tejara Capital Ltd | 31,200 | $3.44M | 1.43% | +10,800+52.9% | Added |
| Boothbay Fund Management, LLC | 31,636 | $3.49M | 0.09% | +13,704+76.4% | Added |
| Rakuten Investment Management, Inc. | 31,330 | $3.50M | 0.01% | +31,130+15,565.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,807 | $3.51M | 0.01% | +3,215+11.2% | Added |
| Xponance, Inc. | 32,163 | $3.55M | 0.03% | +2,777+9.5% | Added |
| Union Bancaire Privee, UBP SA | 28,930 | $3.59M | 0.06% | +15,833+120.9% | Added |
| MH & Associates Securities Management Corp | 32,628 | $3.60M | 2.94% | +32,628 | New |
| Jackson Hole Capital Partners, LLC | 32,672 | $3.61M | 0.62% | −886−2.6% | Reduced |
| New York Life Investment Management LLC | 32,740 | $3.61M | 0.03% | +315+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,787 | $3.61M | 0.00% | +22,968+233.9% | Added |
| Interval Partners, LP | 32,840 | $3.62M | 0.08% | +5,433+19.8% | Added |
| HITE Hedge Asset Management LLC | 33,056 | $3.65M | 0.23% | +33,056 | New |
| CIBC World Markets Corp | 33,130 | $3.66M | 0.02% | +33,130 | New |
| 1832 Asset Management L.P. | 33,700 | $3.72M | 0.00% | −3,822,727−99.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,239 | $3.78M | 0.03% | −1,096−3.1% | Reduced |
| Total Wealth Planning & Management, Inc. | 34,295 | $3.78M | 3.00% | +34,295 | New |
| Empyrean Capital Partners, LP | 34,500 | $3.81M | 0.13% | 00.0% | Unchanged |
| ING Groep NV | 34,780 | $3.84M | 0.02% | −51,607−59.7% | Reduced |
| Brinker Capital Investments, LLC | 34,999 | $3.86M | 0.03% | +9,929+39.6% | Added |
| HighTower Advisors, LLC | 35,997 | $3.97M | 0.00% | +21,213+143.5% | Added |
| Long Focus Capital Management, LLC | 36,000 | $3.97M | 0.20% | 00.0% | Unchanged |
| First American Bank | 36,283 | $4.00M | 0.24% | +1,004+2.8% | Added |