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 |
|---|---|---|---|---|---|
| LSP Investment Advisors, LLC | 509,717 | $56.3M | 29.91% | +190,300+59.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 515,428 | $56.9M | 0.03% | −100,888−16.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 514,911 | $57.2M | 0.16% | +514,911 | New |
| Gotham Asset Management, LLC | 536,775 | $59.2M | 0.22% | +132,258+32.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 560,722 | $61.6M | 0.04% | +31,218+5.9% | Added |
| Wells Fargo & Company | 593,742 | $65.5M | 0.01% | +106,726+21.9% | Added |
| JPMorgan Chase & Co | 600,109 | $66.2M | 0.00% | −722,209−54.6% | Reduced |
| Nuveen, LLC | 601,518 | $66.4M | 0.02% | +1,312+0.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 605,590 | $66.8M | 0.65% | −163,605−21.3% | Reduced |
| Zurich Insurance Group Ltd | 609,299 | $67.2M | 0.47% | +290,448+91.1% | Added |
| Alyeska Investment Group, L.P. | 620,807 | $68.5M | 0.19% | −466,388−42.9% | Reduced |
| Nomura Asset Management International Inc. | 632,224 | $69.8M | 0.11% | +632,224 | New |
| Swiss National Bank | 652,556 | $72.0M | 0.04% | +900+0.1% | Added |
| Raymond James Financial Inc | 665,791 | $73.5M | 0.02% | +293,149+78.7% | Added |
| Neuberger Berman Group LLC | 675,742 | $74.6M | 0.06% | −108,503−13.8% | Reduced |
| Kopernik Global Investors, LLC | 681,579 | $75.2M | 6.01% | −56,468−7.7% | Reduced |
| Sagefield Capital LP | 733,110 | $80.9M | 6.85% | +2,440+0.3% | Added |
| Stephens Investment Management Group LLC | 761,911 | $84.1M | 1.10% | +4,335+0.6% | Added |
| Ninepoint Partners LP | 800,000 | $88.3M | 10.48% | −100,000−11.1% | Reduced |
| AQR Capital Management LLC | 802,282 | $88.5M | 0.05% | −168,389−17.3% | Reduced |
| American Century Companies Inc | 818,678 | $90.3M | 0.05% | +178,655+27.9% | Added |
| Holocene Advisors, LP | 834,240 | $92.1M | 0.19% | −33,022−3.8% | Reduced |
| Millennium Management LLC | 841,337 | $92.8M | 0.07% | +154,478+22.5% | Added |
| Rokos Capital Management LLP | 862,568 | $95.2M | 1.40% | +862,568 | New |
| Jennison Associates LLC | 892,935 | $98.5M | 0.06% | +402,618+82.1% | Added |
| Qube Research & Technologies Ltd | 911,173 | $100.6M | 0.14% | +218,024+31.5% | Added |
| Amundi | 914,412 | $100.9M | 0.03% | +52,401+6.1% | Added |
| UBS Group AG | 992,859 | $109.6M | 0.02% | −202,937−17.0% | Reduced |
| Principal Financial Group Inc | 993,162 | $109.6M | 0.06% | +452,483+83.7% | Added |
| Prudential Financial Inc | 1,002,616 | $110.6M | 0.13% | −14,822−1.5% | Reduced |
| Legal & General Group Plc | 1,046,922 | $115.5M | 0.03% | −52,829−4.8% | Reduced |
| Two Sigma Investments, LP | 1,091,314 | $120.4M | 0.18% | −437,347−28.6% | Reduced |
| TD Asset Management Inc | 1,294,999 | $142.9M | 0.11% | +938,337+263.1% | Added |
| Dragoneer Investment Group, LLC | 1,319,618 | $145.6M | 3.18% | +1,319,618 | New |
| Merewether Investment Management, LP | 1,329,075 | $146.7M | 3.37% | −188,400−12.4% | Reduced |
| Phoenix Holdings Ltd. | 1,356,470 | $149.7M | 1.62% | −241,631−15.1% | Reduced |
| Lord, Abbett & Co. LLC | 1,444,751 | $159.4M | 0.49% | −142,766−9.0% | Reduced |
| Citadel Advisors LLC | 1,456,674 | $160.8M | 0.11% | +449,269+44.6% | Added |
| Thrivent Financial for Lutherans | 1,524,096 | $168.2M | 0.30% | −3,140−0.2% | Reduced |
| Deutsche Bank AG | 1,552,459 | $171.3M | 0.06% | +204,691+15.2% | Added |
| Ameriprise Financial Inc | 1,551,295 | $172.8M | 0.04% | +88,809+6.1% | Added |
| Slate Path Capital LP | 1,567,514 | $173.0M | 2.33% | −48,200−3.0% | Reduced |
| Assenagon Asset Management S.A. | 1,642,779 | $181.3M | 0.27% | +769,944+88.2% | Added |
| Voya Investment Management LLC | 1,654,399 | $182.4M | 0.18% | −63,979−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,688,794 | $186.4M | 0.03% | +43,912+2.7% | Added |
| Altshuler Shaham Ltd | 1,716,853 | $189.5M | 2.89% | +125,094+7.9% | Added |
| Bank of America Corp | 1,747,595 | $192.9M | 0.01% | −128,713−6.9% | Reduced |
| 59 North Capital Management, LP | 1,841,634 | $203.2M | 6.33% | +500,977+37.4% | Added |
| Goldman Sachs Group Inc | 1,844,899 | $203.6M | 0.03% | −235,543−11.3% | Reduced |
| Northern Trust Corp | 1,957,428 | $216.0M | 0.03% | −6,457−0.3% | Reduced |
| Glendon Capital Management LP | 2,008,514 | $221.5M | 13.18% | −123,840−5.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,063,440 | $227.7M | 0.38% | +806,453+64.2% | Added |
| FMR LLC | 2,151,223 | $237.4M | 0.01% | −1,049,649−32.8% | Reduced |
| Dimensional Fund Advisors LP | 2,300,365 | $253.9M | 0.05% | +21,050+0.9% | Added |
| Bank of New York Mellon Corp | 2,310,483 | $255.0M | 0.04% | −316,573−12.1% | Reduced |
| Wellington Management Group LLP | 2,509,261 | $276.9M | 0.05% | −1,124,829−31.0% | Reduced |
| Disciplined Growth Investors Inc | 2,549,879 | $281.4M | 5.39% | +56,203+2.3% | Added |
| UBS Asset Management Americas Inc | 2,713,203 | $299.4M | 0.06% | −67,105−2.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,844,653 | $313.9M | 0.20% | −1,604,282−36.1% | Reduced |
| Morgan Stanley | 3,183,177 | $351.3M | 0.02% | +138,381+4.5% | Added |
| Victory Capital Management Inc | 3,286,361 | $362.7M | 0.20% | +2,160,979+192.0% | Added |
| Massachusetts Financial Services Co | 3,850,542 | $424.9M | 0.14% | −209,940−5.2% | Reduced |
| Invesco Ltd. | 4,096,992 | $452.1M | 0.04% | −262,380−6.0% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 5,062,363 | $558.7M | 9.06% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 6,421,429 | $706.0M | 0.04% | −208,238−3.1% | Reduced |
| Price T Rowe Associates Inc | 9,670,165 | $1.07B | 0.12% | −1,203,160−11.1% | Reduced |
| State Street Corp | 13,152,325 | $1.45B | 0.05% | −31,235−0.2% | Reduced |
| BlackRock, Inc. | 18,175,838 | $2.01B | 0.03% | −2,192,588−10.8% | Reduced |
| Capital Research Global Investors | 21,251,283 | $2.35B | 0.43% | +5,291,948+33.2% | Added |
| Vanguard Group Inc | 27,901,508 | $3.08B | 0.04% | −11,7990.0% | Reduced |
| Battery Global Advisors, LLC | 482 | – | – | +482 | New |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −240,001−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −185,378−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −57,324−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −54,991−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −51,334−100.0% | Sold out |
| Ripple Effect Asset Management LP | 0 | $0 | 0.00% | −45,200−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −42,270−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −41,900−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −34,941−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −28,352−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −26,780−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −26,164−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −23,255−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −39,414−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −20,638−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −19,935−100.0% | Sold out |
| Westerkirk Capital Inc. | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,797−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −11,710−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −11,027−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −8,749−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −8,210−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −7,679−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −6,486−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −6,113−100.0% | Sold out |