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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 36,413 | $4.02M | 0.00% | +2,563+7.6% | Added |
| Utah Retirement Systems | 36,710 | $4.05M | 0.04% | +447+1.2% | Added |
| Delphi Financial Group, Inc. | 36,720 | $4.05M | 2.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 37,908 | $4.18M | 0.01% | −88,554−70.0% | Reduced |
| apricus wealth, LLC | 38,880 | $4.29M | 2.19% | +975+2.6% | Added |
| AlphaCore Capital LLC | 39,272 | $4.33M | 0.10% | +4,495+12.9% | Added |
| Tema ETFs LLC | 39,429 | $4.35M | 0.34% | +36,220+1,128.7% | Added |
| GAM Holding AG | 39,656 | $4.38M | 0.28% | +39,656 | New |
| Mirae Asset Global Investments Co., Ltd. | 39,781 | $4.39M | 0.01% | +7,158+21.9% | Added |
| Woodline Partners LP | 40,635 | $4.48M | 0.02% | +9,163+29.1% | Added |
| Schroder Investment Management Group | 40,903 | $4.51M | 0.00% | −8,644−17.4% | Reduced |
| Trexquant Investment LP | 40,964 | $4.52M | 0.04% | +40,964 | New |
| XTX Topco Ltd | 41,887 | $4.62M | 0.12% | +41,887 | New |
| Daiwa Securities Group Inc. | 42,013 | $4.64M | 0.02% | −12,006−22.2% | Reduced |
| CWM, LLC | 42,019 | $4.64M | 0.01% | +5,792+16.0% | Added |
| British Columbia Investment Management Corp | 42,153 | $4.65M | 0.02% | +9,660+29.7% | Added |
| Nicholas Investment Partners, LP | 42,243 | $4.66M | 0.34% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 43,241 | $4.75M | 0.78% | +43,241 | New |
| Edgestream Partners, L.P. | 43,048 | $4.75M | 0.13% | +43,048 | New |
| Dai-Ichi Life Insurance Company, Ltd | 43,089 | $4.76M | 0.12% | −24,831−36.6% | Reduced |
| Amalgamated Bank | 43,567 | $4.81M | 0.03% | −377−0.9% | Reduced |
| Mariner, LLC | 43,958 | $4.86M | 0.01% | +8,524+24.1% | Added |
| Comerica Bank | 45,172 | $4.99M | 0.02% | −148−0.3% | Reduced |
| DC Investments Management, LLC | 45,663 | $5.04M | 2.23% | +1,902+4.3% | Added |
| Weiss Asset Management LP | 45,802 | $5.05M | 0.07% | +45,802 | New |
| Verition Fund Management LLC | 46,075 | $5.08M | 0.03% | −61,997−57.4% | Reduced |
| Adams Natural Resources Fund, Inc. | 46,400 | $5.12M | 0.78% | 00.0% | Unchanged |
| Woodstock Corp | 46,436 | $5.12M | 0.44% | −500−1.1% | Reduced |
| Hatch Cove Capital, LLC | 47,300 | $5.22M | 2.04% | +47,300 | New |
| Tudor Investment Corp Et Al | 47,798 | $5.27M | 0.03% | +47,798 | New |
| Allianz Asset Management GmbH | 48,362 | $5.34M | 0.01% | −72,478−60.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 48,906 | $5.40M | 0.00% | −10,036−17.0% | Reduced |
| Advisor Group Holdings, Inc. | 49,285 | $5.44M | 0.01% | +25,339+105.8% | Added |
| Romano Brothers and Company | 49,540 | $5.47M | 0.62% | +23,590+90.9% | Added |
| West Family Investments, Inc. | 50,000 | $5.52M | 1.30% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 50,390 | $5.56M | 0.05% | +50,390 | New |
| Aventail Capital Group, LP | 50,699 | $5.60M | 0.32% | +5,228+11.5% | Added |
| Walleye Capital LLC | 51,131 | $5.64M | 0.03% | −139,686−73.2% | Reduced |
| Creative Planning | 51,554 | $5.69M | 0.00% | +7,488+17.0% | Added |
| Oceanic Investment Management LTD | 53,122 | $5.86M | 6.14% | +53,122 | New |
| Kettle Hill Capital Management, LLC | 53,730 | $5.93M | 1.32% | +53,730 | New |
| Eurizon Capital SGR S.p.A. | 54,424 | $6.01M | 0.02% | +54,424 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,400 | $6.11M | 0.03% | −1,788−3.1% | Reduced |
| Scotia Capital Inc. | 56,547 | $6.24M | 0.03% | +31,239+123.4% | Added |
| Tocqueville Asset Management L.P. | 56,796 | $6.27M | 0.09% | −651−1.1% | Reduced |
| MetLife Investment Management | 56,915 | $6.28M | 0.03% | −1,862−3.2% | Reduced |
| GF Fund Management Co. Ltd. | 57,305 | $6.32M | 0.11% | −1,438−2.4% | Reduced |
| Castleark Management LLC | 58,200 | $6.42M | 0.19% | −31,040−34.8% | Reduced |
| Patton Fund Management, Inc. | 59,997 | $6.62M | 0.89% | +57,906+2,769.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 60,173 | $6.64M | 0.15% | +60,173 | New |
| Public Sector Pension Investment Board | 60,655 | $6.69M | 0.02% | +9,304+18.1% | Added |
| Aristeia Capital LLC | 60,915 | $6.72M | 0.19% | −38,654−38.8% | Reduced |
| Bank of Nova Scotia | 61,876 | $6.83M | 0.01% | −53,137−46.2% | Reduced |
| IFM Investors Pty Ltd | 62,379 | $6.88M | 0.06% | +24,563+65.0% | Added |
| State of Michigan Retirement System | 62,400 | $6.89M | 0.03% | −11,800−15.9% | Reduced |
| Czech National Bank | 62,797 | $6.93M | 0.04% | +2,313+3.8% | Added |
| ProShare Advisors LLC | 63,676 | $7.03M | 0.01% | +456+0.7% | Added |
| Hood River Capital Management LLC | 64,310 | $7.10M | 0.08% | −1,153−1.8% | Reduced |
| Arizona State Retirement System | 64,884 | $7.16M | 0.04% | −1,631−2.5% | Reduced |
| NEOS Investment Management LLC | 67,198 | $7.42M | 0.04% | +41,176+158.2% | Added |
| Concorde Financial Corp | 68,634 | $7.45M | 5.77% | −1,124−1.6% | Reduced |
| DnB Asset Management AS | 68,523 | $7.56M | 0.03% | +24,153+54.4% | Added |
| RR Advisors, LLC | 69,068 | $7.62M | 2.38% | +5,068+7.9% | Added |
| Pennant Select, LLC | 69,700 | $7.69M | 4.07% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 71,801 | $7.92M | 0.01% | −55,700−43.7% | Reduced |
| Public Employees Retirement System of Ohio | 72,061 | $7.95M | 0.02% | −1,992−2.7% | Reduced |
| Oak Harvest Investment Services | 72,219 | $7.97M | 0.87% | +69,673+2,736.6% | Added |
| Gabelli Funds LLC | 73,674 | $8.13M | 0.06% | +4,020+5.8% | Added |
| Picton Mahoney Asset Management | 74,234 | $8.19M | 0.09% | +10,849+17.1% | Added |
| Storebrand Asset Management AS | 74,633 | $8.24M | 0.02% | −2,077−2.7% | Reduced |
| Lonestar Capital Management LLC | 75,000 | $8.28M | 4.43% | +35,000+87.5% | Added |
| LMR Partners LLP | 75,486 | $8.33M | 0.08% | +56,737+302.6% | Added |
| Jain Global LLC | 75,873 | $8.37M | 0.08% | +75,873 | New |
| Easterly Investment Partners LLC | 76,953 | $8.49M | 0.52% | −17,850−18.8% | Reduced |
| Agf Management Ltd | 77,048 | $8.50M | 0.04% | −5,306−6.4% | Reduced |
| Sierra Summit Advisors LLC | 77,230 | $8.52M | 1.31% | +15,904+25.9% | Added |
| Brigade Capital Management, LP | 77,260 | $8.53M | 4.83% | −1,126−1.4% | Reduced |
| Franklin Resources Inc | 77,406 | $8.54M | 0.00% | +13,408+21.0% | Added |
| Stifel Financial Corp | 77,829 | $8.59M | 0.01% | +1,083+1.4% | Added |
| Covalis Capital LLP | 77,837 | $8.59M | 0.67% | +77,837 | New |
| State of Tennessee, Treasury Department | 76,553 | $8.61M | 0.03% | +9,457+14.1% | Added |
| Socorro Asset Management LP | 78,131 | $8.62M | 3.34% | −5,953−7.1% | Reduced |
| Canoe Financial LP | 82,004 | $8.82M | 0.12% | −136,933−62.5% | Reduced |
| KLP Kapitalforvaltning AS | 80,032 | $8.83M | 0.03% | +23,000+40.3% | Added |
| Credit Agricole S A | 80,588 | $8.89M | 0.02% | +11,069+15.9% | Added |
| HRT Financial LP | 80,983 | $8.94M | 0.03% | +80,983 | New |
| State of New Jersey Common Pension Fund D | 81,395 | $8.98M | 0.03% | +3,759+4.8% | Added |
| Hartree Partners, LP | 82,779 | $9.14M | 3.34% | −25,185−23.3% | Reduced |
| Nomura Asset Management Co Ltd | 82,852 | $9.14M | 0.02% | +6,166+8.0% | Added |
| Alta Fundamental Advisers LLC | 82,960 | $9.16M | 4.29% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 85,124 | $9.39M | 0.02% | +34,123+66.9% | Added |
| Rafferty Asset Management, LLC | 86,034 | $9.49M | 0.03% | −9,914−10.3% | Reduced |
| Pictet Asset Management Holding SA | 86,365 | $9.53M | 0.01% | +2,344+2.8% | Added |
| Parallax Volatility Advisers, L.P. | 88,095 | $9.72M | 0.30% | +69,349+369.9% | Added |
| LPL Financial LLC | 88,153 | $9.73M | 0.00% | +33,904+62.5% | Added |
| Riposte Capital LLC | 90,000 | $9.93M | 4.13% | −110,000−55.0% | Reduced |
| Moore Capital Management, LP | 90,000 | $9.93M | 0.20% | +90,000 | New |
| Toronto Dominion Bank | 90,474 | $9.98M | 0.02% | +6,088+7.2% | Added |
| Quantinno Capital Management LP | 91,513 | $10.1M | 0.02% | +45,861+100.5% | Added |
| Nomura Holdings Inc | 93,287 | $10.3M | 0.03% | −40,190−30.1% | Reduced |