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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 74,633 | $8.24M | 0.02% | −2,077−2.7% | Reduced |
| Picton Mahoney Asset Management | 74,234 | $8.19M | 0.09% | +10,849+17.1% | Added |
| Gabelli Funds LLC | 73,674 | $8.13M | 0.06% | +4,020+5.8% | Added |
| Oak Harvest Investment Services | 72,219 | $7.97M | 0.87% | +69,673+2,736.6% | Added |
| Public Employees Retirement System of Ohio | 72,061 | $7.95M | 0.02% | −1,992−2.7% | Reduced |
| Canada Pension Plan Investment Board | 71,801 | $7.92M | 0.01% | −55,700−43.7% | Reduced |
| Pennant Select, LLC | 69,700 | $7.69M | 4.07% | 00.0% | Unchanged |
| RR Advisors, LLC | 69,068 | $7.62M | 2.38% | +5,068+7.9% | Added |
| DnB Asset Management AS | 68,523 | $7.56M | 0.03% | +24,153+54.4% | Added |
| Concorde Financial Corp | 68,634 | $7.45M | 5.77% | −1,124−1.6% | Reduced |
| NEOS Investment Management LLC | 67,198 | $7.42M | 0.04% | +41,176+158.2% | Added |
| Arizona State Retirement System | 64,884 | $7.16M | 0.04% | −1,631−2.5% | Reduced |
| Hood River Capital Management LLC | 64,310 | $7.10M | 0.08% | −1,153−1.8% | Reduced |
| ProShare Advisors LLC | 63,676 | $7.03M | 0.01% | +456+0.7% | Added |
| Czech National Bank | 62,797 | $6.93M | 0.04% | +2,313+3.8% | Added |
| State of Michigan Retirement System | 62,400 | $6.89M | 0.03% | −11,800−15.9% | Reduced |
| IFM Investors Pty Ltd | 62,379 | $6.88M | 0.06% | +24,563+65.0% | Added |
| Bank of Nova Scotia | 61,876 | $6.83M | 0.01% | −53,137−46.2% | Reduced |
| Aristeia Capital LLC | 60,915 | $6.72M | 0.19% | −38,654−38.8% | Reduced |
| Public Sector Pension Investment Board | 60,655 | $6.69M | 0.02% | +9,304+18.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 60,173 | $6.64M | 0.15% | +60,173 | New |
| Patton Fund Management, Inc. | 59,997 | $6.62M | 0.89% | +57,906+2,769.3% | Added |
| Castleark Management LLC | 58,200 | $6.42M | 0.19% | −31,040−34.8% | Reduced |
| GF Fund Management Co. Ltd. | 57,305 | $6.32M | 0.11% | −1,438−2.4% | Reduced |
| MetLife Investment Management | 56,915 | $6.28M | 0.03% | −1,862−3.2% | Reduced |
| Tocqueville Asset Management L.P. | 56,796 | $6.27M | 0.09% | −651−1.1% | Reduced |
| Scotia Capital Inc. | 56,547 | $6.24M | 0.03% | +31,239+123.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,400 | $6.11M | 0.03% | −1,788−3.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 54,424 | $6.01M | 0.02% | +54,424 | New |
| Kettle Hill Capital Management, LLC | 53,730 | $5.93M | 1.32% | +53,730 | New |
| Oceanic Investment Management LTD | 53,122 | $5.86M | 6.14% | +53,122 | New |
| Creative Planning | 51,554 | $5.69M | 0.00% | +7,488+17.0% | Added |
| Walleye Capital LLC | 51,131 | $5.64M | 0.03% | −139,686−73.2% | Reduced |
| Aventail Capital Group, LP | 50,699 | $5.60M | 0.32% | +5,228+11.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 50,390 | $5.56M | 0.05% | +50,390 | New |
| West Family Investments, Inc. | 50,000 | $5.52M | 1.30% | 00.0% | Unchanged |
| Romano Brothers and Company | 49,540 | $5.47M | 0.62% | +23,590+90.9% | Added |
| Advisor Group Holdings, Inc. | 49,285 | $5.44M | 0.01% | +25,339+105.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 48,906 | $5.40M | 0.00% | −10,036−17.0% | Reduced |
| Allianz Asset Management GmbH | 48,362 | $5.34M | 0.01% | −72,478−60.0% | Reduced |
| Tudor Investment Corp Et Al | 47,798 | $5.27M | 0.03% | +47,798 | New |
| Hatch Cove Capital, LLC | 47,300 | $5.22M | 2.04% | +47,300 | New |
| Woodstock Corp | 46,436 | $5.12M | 0.44% | −500−1.1% | Reduced |
| Adams Natural Resources Fund, Inc. | 46,400 | $5.12M | 0.78% | 00.0% | Unchanged |
| Verition Fund Management LLC | 46,075 | $5.08M | 0.03% | −61,997−57.4% | Reduced |
| Weiss Asset Management LP | 45,802 | $5.05M | 0.07% | +45,802 | New |
| DC Investments Management, LLC | 45,663 | $5.04M | 2.23% | +1,902+4.3% | Added |
| Comerica Bank | 45,172 | $4.99M | 0.02% | −148−0.3% | Reduced |
| Mariner, LLC | 43,958 | $4.86M | 0.01% | +8,524+24.1% | Added |
| Amalgamated Bank | 43,567 | $4.81M | 0.03% | −377−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 43,089 | $4.76M | 0.12% | −24,831−36.6% | Reduced |
| Edgestream Partners, L.P. | 43,048 | $4.75M | 0.13% | +43,048 | New |
| Advisors Preferred, LLC | 43,241 | $4.75M | 0.78% | +43,241 | New |
| Nicholas Investment Partners, LP | 42,243 | $4.66M | 0.34% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 42,153 | $4.65M | 0.02% | +9,660+29.7% | Added |
| 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 |
| XTX Topco Ltd | 41,887 | $4.62M | 0.12% | +41,887 | New |
| Trexquant Investment LP | 40,964 | $4.52M | 0.04% | +40,964 | New |
| Schroder Investment Management Group | 40,903 | $4.51M | 0.00% | −8,644−17.4% | Reduced |
| Woodline Partners LP | 40,635 | $4.48M | 0.02% | +9,163+29.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 39,781 | $4.39M | 0.01% | +7,158+21.9% | Added |
| GAM Holding AG | 39,656 | $4.38M | 0.28% | +39,656 | New |
| Tema ETFs LLC | 39,429 | $4.35M | 0.34% | +36,220+1,128.7% | Added |
| AlphaCore Capital LLC | 39,272 | $4.33M | 0.10% | +4,495+12.9% | Added |
| apricus wealth, LLC | 38,880 | $4.29M | 2.19% | +975+2.6% | Added |
| Cohen & Steers, Inc. | 37,908 | $4.18M | 0.01% | −88,554−70.0% | Reduced |
| Delphi Financial Group, Inc. | 36,720 | $4.05M | 2.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 36,710 | $4.05M | 0.04% | +447+1.2% | Added |
| Cetera Investment Advisers | 36,413 | $4.02M | 0.00% | +2,563+7.6% | Added |
| First American Bank | 36,283 | $4.00M | 0.24% | +1,004+2.8% | Added |
| Long Focus Capital Management, LLC | 36,000 | $3.97M | 0.20% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 35,997 | $3.97M | 0.00% | +21,213+143.5% | Added |
| Brinker Capital Investments, LLC | 34,999 | $3.86M | 0.03% | +9,929+39.6% | Added |
| ING Groep NV | 34,780 | $3.84M | 0.02% | −51,607−59.7% | Reduced |
| Empyrean Capital Partners, LP | 34,500 | $3.81M | 0.13% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 34,295 | $3.78M | 3.00% | +34,295 | New |
| Police & Firemen's Retirement System of New Jersey | 34,239 | $3.78M | 0.03% | −1,096−3.1% | Reduced |
| 1832 Asset Management L.P. | 33,700 | $3.72M | 0.00% | −3,822,727−99.1% | Reduced |
| CIBC World Markets Corp | 33,130 | $3.66M | 0.02% | +33,130 | New |
| HITE Hedge Asset Management LLC | 33,056 | $3.65M | 0.23% | +33,056 | New |
| Interval Partners, LP | 32,840 | $3.62M | 0.08% | +5,433+19.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,787 | $3.61M | 0.00% | +22,968+233.9% | Added |
| New York Life Investment Management LLC | 32,740 | $3.61M | 0.03% | +315+1.0% | Added |
| Jackson Hole Capital Partners, LLC | 32,672 | $3.61M | 0.62% | −886−2.6% | Reduced |
| MH & Associates Securities Management Corp | 32,628 | $3.60M | 2.94% | +32,628 | New |
| Union Bancaire Privee, UBP SA | 28,930 | $3.59M | 0.06% | +15,833+120.9% | Added |
| Xponance, Inc. | 32,163 | $3.55M | 0.03% | +2,777+9.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,807 | $3.51M | 0.01% | +3,215+11.2% | Added |
| Rakuten Investment Management, Inc. | 31,330 | $3.50M | 0.01% | +31,130+15,565.0% | Added |
| Boothbay Fund Management, LLC | 31,636 | $3.49M | 0.09% | +13,704+76.4% | Added |
| Tejara Capital Ltd | 31,200 | $3.44M | 1.43% | +10,800+52.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,867 | $3.41M | 0.03% | +2,474+8.7% | Added |
| Commonwealth Equity Services, LLC | 30,359 | $3.35M | 0.00% | −654−2.1% | Reduced |
| Nissay Asset Management Corp | 30,210 | $3.33M | 0.02% | +1,782+6.3% | Added |
| Los Angeles Capital Management LLC | 33,102 | $3.33M | 0.01% | −23,227−41.2% | Reduced |
| Horizon Investments, LLC | 30,119 | $3.32M | 0.04% | +1,023+3.5% | Added |
| River Road Asset Management, LLC | 30,033 | $3.31M | 0.04% | −17,183−36.4% | Reduced |
| Viking Fund Management LLC | 30,000 | $3.31M | 0.38% | 00.0% | Unchanged |
| Captrust Financial Advisors | 29,312 | $3.23M | 0.01% | +1,816+6.6% | Added |