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 |
|---|---|---|---|---|---|
| Oak Family Advisors, LLC | 28,565 | $3.15M | 0.97% | +28,565 | New |
| Winton Group Ltd | 28,505 | $3.15M | 0.11% | +28,505 | New |
| Cerity Partners LLC | 28,504 | $3.15M | 0.00% | +4,849+20.5% | Added |
| Zacks Investment Management | 28,480 | $3.14M | 0.02% | −309−1.1% | Reduced |
| First Dallas Securities Inc. | 27,694 | $3.06M | 1.14% | −646−2.3% | Reduced |
| Jefferies Financial Group Inc. | 27,617 | $3.05M | 0.02% | +23,785+620.7% | Added |
| Candriam Luxembourg S.C.A. | 27,570 | $3.04M | 0.02% | −3,224−10.5% | Reduced |
| Oregon Public Employees Retirement Fund | 27,216 | $3.00M | 0.04% | −84−0.3% | Reduced |
| Group One Trading, L.P. | 26,692 | $2.95M | 0.09% | +26,692 | New |
| Fred Alger Management, LLC | 26,538 | $2.93M | 0.01% | +26,538 | New |
| Susquehanna Advisors Group, Inc. | 26,433 | $2.92M | 0.09% | +20,849+373.4% | Added |
| Harvey Capital Management Inc | 26,237 | $2.90M | 0.62% | +26,237 | New |
| Swiss Life Asset Management Ltd | 25,890 | $2.86M | 0.01% | −16,002−38.2% | Reduced |
| UniSuper Management Pty Ltd | 25,497 | $2.81M | 0.02% | −3,535−12.2% | Reduced |
| Yousif Capital Management, LLC | 26,108 | $2.73M | 0.03% | −1,921−6.9% | Reduced |
| CenterBook Partners LP | 24,610 | $2.72M | 0.13% | +8,782+55.5% | Added |
| Glenorchy Capital Ltd | 24,248 | $2.68M | 1.74% | +1,135+4.9% | Added |
| McGowan Group Asset Management, Inc. | 24,073 | $2.66M | 0.33% | +105+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,109 | $2.64M | 0.00% | +4,420+21.4% | Added |
| Permanent Capital Management, LP | 23,845 | $2.63M | 0.51% | −339−1.4% | Reduced |
| State of Alaska, Department of Revenue | 23,608 | $2.60M | 0.03% | −2,070−8.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 23,321 | $2.57M | 0.99% | +1,970+9.2% | Added |
| Brandes Investment Partners, LP | 23,127 | $2.55M | 0.02% | +4,418+23.6% | Added |
| Ieq Capital, LLC | 22,890 | $2.53M | 0.01% | −9,512−29.4% | Reduced |
| Mercer Global Advisors Inc | 22,855 | $2.52M | 0.00% | +3,802+20.0% | Added |
| Sanctuary Advisors, LLC | 22,220 | $2.45M | 0.01% | +9,236+71.1% | Added |
| Merit Financial Group, LLC | 22,177 | $2.45M | 0.02% | +6,329+39.9% | Added |
| Nordea Investment Management AB | 22,127 | $2.43M | 0.00% | +1,852+9.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,927 | $2.42M | 0.12% | −10,735−32.9% | Reduced |
| Public Employees Retirement Association of Colorado | 21,707 | $2.40M | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 21,509 | $2.37M | 0.97% | +1,550+7.8% | Added |
| Toroso Investments, LLC | 21,098 | $2.33M | 0.01% | +7,499+55.1% | Added |
| Moran Wealth Management, LLC | 21,032 | $2.32M | 0.07% | +9,927+89.4% | Added |
| Steward Partners Investment Advisory, LLC | 21,021 | $2.32M | 0.01% | +871+4.3% | Added |
| Mfg Wealth Management, Inc. | 20,973 | $2.31M | 1.80% | +4,051+23.9% | Added |
| Graham Capital Management, L.P. | 20,610 | $2.27M | 0.08% | +20,610 | New |
| TCW Group Inc | 20,477 | $2.26M | 0.02% | +4,472+27.9% | Added |
| Investment Management Corp of Ontario | 20,420 | $2.25M | 0.03% | +9,779+91.9% | Added |
| KBC Group NV | 20,252 | $2.23M | 0.01% | +3,315+19.6% | Added |
| Janney Montgomery Scott LLC | 20,125 | $2.22M | 0.01% | +1,016+5.3% | Added |
| CI Private Wealth, LLC | 20,105 | $2.22M | 0.00% | −9,717−32.6% | Reduced |
| Norinchukin Bank, The | 20,029 | $2.21M | 0.03% | +1,957+10.8% | Added |
| Manatuck Hill Partners, LLC | 20,000 | $2.21M | 0.77% | −5,000−20.0% | Reduced |
| Accordant Advisory Group Inc | 19,773 | $2.18M | 1.51% | −309−1.5% | Reduced |
| Donoghue Forlines LLC | 19,641 | $2.17M | 0.67% | +19,641 | New |
| Uhlmann Price Securities, LLC | 19,556 | $2.16M | 1.28% | +456+2.4% | Added |
| Oak Thistle LLC | 19,226 | $2.12M | 0.29% | −2,819−12.8% | Reduced |
| Mizuho Securities USA LLC | 17,342 | $2.11M | 0.03% | −30.0% | Reduced |
| Orca Wealth Management, LLC | 19,644 | $2.11M | 1.51% | +615+3.2% | Added |
| Pacer Advisors, Inc. | 18,762 | $2.07M | 0.01% | −802,809−97.7% | Reduced |
| CAPROCK Group, Inc. | 18,417 | $2.03M | 0.04% | +18,417 | New |
| Allstate Corp | 18,371 | $2.03M | 0.03% | +9,921+117.4% | Added |
| Stanley-Laman Group, Ltd. | 17,726 | $1.96M | 0.25% | +20+0.1% | Added |
| Independent Advisor Alliance | 17,715 | $1.96M | 0.05% | −743−4.0% | Reduced |
| Catalyst Capital Advisors LLC | 17,500 | $1.93M | 0.04% | +17,500 | New |
| Gradient Investments LLC | 17,498 | $1.93M | 0.03% | +158+0.9% | Added |
| Rockefeller Capital Management L.P. | 17,431 | $1.92M | 0.00% | +4,292+32.7% | Added |
| Intech Investment Management LLC | 16,694 | $1.84M | 0.02% | −20,087−54.6% | Reduced |
| Penn Capital Management Co Inc | 16,369 | $1.84M | 0.15% | −325−1.9% | Reduced |
| Beck Capital Management, LLC | 16,510 | $1.82M | 0.43% | +16,510 | New |
| Arkadios Wealth Advisors | 16,236 | $1.79M | 0.04% | −1,456−8.2% | Reduced |
| Bluefin Capital Management, LLC | 15,995 | $1.77M | 0.50% | +15,995 | New |
| Clear Harbor Asset Management, LLC | 15,839 | $1.75M | 0.12% | +629+4.1% | Added |
| Nierenberg Investment Management Company, Inc. | 15,555 | $1.72M | 0.87% | 00.0% | Unchanged |
| McAlvany Wealth Management LLC | 15,539 | $1.71M | 1.31% | +15,539 | New |
| US Bancorp | 15,427 | $1.70M | 0.00% | +1,143+8.0% | Added |
| The PNC Financial Services Group, Inc. | 15,415 | $1.70M | 0.00% | +5,137+50.0% | Added |
| Truist Financial Corp | 15,324 | $1.69M | 0.00% | +10,754+235.3% | Added |
| Guardian Partners Inc. | 15,450 | $1.68M | 0.13% | +2,600+20.2% | Added |
| Vident Advisory, LLC | 14,990 | $1.65M | 0.02% | +602+4.2% | Added |
| JustInvest LLC | 14,608 | $1.61M | 0.02% | +1,612+12.4% | Added |
| Pathstone Holdings, LLC | 14,599 | $1.61M | 0.01% | +33+0.2% | Added |
| Nisa Investment Advisors, LLC | 14,557 | $1.61M | 0.01% | +1,306+9.9% | Added |
| Walleye Trading LLC | 14,308 | $1.58M | 0.03% | +14,308 | New |
| Two Sigma Securities, LLC | 14,233 | $1.57M | 0.22% | +1,688+13.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,168 | $1.56M | 0.00% | +30.0% | Added |
| Marshall Wace, LLP | 14,020 | $1.55M | 0.00% | −328,369−95.9% | Reduced |
| Bridgewater Associates, LP | 13,926 | $1.54M | 0.01% | +3,238+30.3% | Added |
| Stephens Inc | 13,819 | $1.53M | 0.02% | +1,054+8.3% | Added |
| Hartford Investment Management Co | 13,811 | $1.52M | 0.05% | −172−1.2% | Reduced |
| Kentucky Retirement Systems | 13,796 | $1.52M | 0.04% | 00.0% | Unchanged |
| PEAK6 LLC | 13,680 | $1.51M | 0.04% | −61,166−81.7% | Reduced |
| TD Waterhouse Canada Inc. | 13,610 | $1.50M | 0.01% | +10,013+278.4% | Added |
| Braun Stacey Associates Inc | 13,575 | $1.50M | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 13,481 | $1.49M | 0.02% | −105−0.8% | Reduced |
| Cloverfields Capital Group, LP | 13,219 | $1.46M | 0.45% | +20.0% | Added |
| Oppenheimer & Co Inc | 13,086 | $1.44M | 0.02% | +13,086 | New |
| O'Shaughnessy Asset Management, LLC | 12,831 | $1.42M | 0.01% | +1,859+16.9% | Added |
| Fox Run Management, L.L.C. | 12,309 | $1.36M | 0.21% | +12,309 | New |
| Louisiana State Employees Retirement System | 12,200 | $1.35M | 0.02% | −300−2.4% | Reduced |
| Simplex Trading, LLC | 11,929 | $1.32M | 0.04% | +6,441+117.4% | Added |
| Marathon Capital Management | 11,911 | $1.31M | 0.28% | +392+3.4% | Added |
| Gulf International Bank (UK) Ltd | 11,637 | $1.28M | 0.04% | −18−0.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 11,461 | $1.26M | 0.42% | −400−3.4% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 11,313 | $1.25M | 0.95% | +11,313 | New |
| MASTERINVEST Kapitalanlage GmbH | 11,127 | $1.25M | 0.12% | −4,939−30.7% | Reduced |
| Vontobel Holding Ltd. | 11,185 | $1.23M | 0.00% | −3,394−23.3% | Reduced |
| Maryland State Retirement & Pension System | 11,182 | $1.23M | 0.03% | +400+3.7% | Added |
| Quattro Financial Advisors LLC | 11,158 | $1.23M | 0.37% | +4,386+64.8% | Added |
| We Are One Seven, LLC | 11,157 | $1.23M | 0.03% | +7,275+187.4% | Added |