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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 11,060 | $1.22M | 0.04% | +3,060+38.3% | Added |
| NBC Securities, Inc. | 11,057 | $1.22M | 0.09% | +694+6.7% | Added |
| Davenport & Co LLC | 11,007 | $1.21M | 0.01% | −1,058−8.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,989 | $1.21M | 0.01% | −24−0.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 10,936 | $1.21M | 0.76% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 10,900 | $1.20M | 0.04% | +1,100+11.2% | Added |
| Miracle Mile Advisors, LLC | 10,888 | $1.20M | 0.02% | −809−6.9% | Reduced |
| Huber Capital Management LLC | 10,701 | $1.18M | 0.17% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 10,700 | $1.18M | 0.27% | +10,700 | New |
| M&T Bank Corp | 10,699 | $1.18M | 0.00% | +6,284+142.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 10,609 | $1.17M | 0.46% | +1,439+15.7% | Added |
| Riggs Asset Managment Co. Inc. | 10,598 | $1.17M | 0.24% | +10,598 | New |
| Ami Asset Management Corp | 10,577 | $1.17M | 0.07% | −360−3.3% | Reduced |
| ISAM Funds (UK) Ltd | 10,544 | $1.16M | 0.42% | +10,544 | New |
| Gilder Gagnon Howe & Co LLC | 10,408 | $1.15M | 0.01% | −1,470−12.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,333 | $1.14M | 0.05% | +10,333 | New |
| Fifth Third Bancorp | 10,251 | $1.13M | 0.00% | +3,171+44.8% | Added |
| CVA Family Office, LLC | 10,245 | $1.13M | 0.13% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,206 | $1.12M | 0.00% | +126+1.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,052 | $1.11M | 0.00% | −12−0.1% | Reduced |
| Bridgefront Capital, LLC | 10,017 | $1.11M | 0.28% | +10,017 | New |
| Sequent Asset Management, LLC | 9,984 | $1.10M | 0.49% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,797 | $1.08M | 0.04% | +454+4.9% | Added |
| Doliver Advisors, LP | 9,789 | $1.08M | 0.27% | −262−2.6% | Reduced |
| MUFG Securities EMEA plc | 9,774 | $1.08M | 0.01% | −34,784−78.1% | Reduced |
| Confluence Investment Management LLC | 9,714 | $1.07M | 0.02% | +1,769+22.3% | Added |
| Recurrent Investment Advisors LLC | 9,689 | $1.07M | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,526 | $1.05M | 0.03% | −291−3.0% | Reduced |
| Beacon Pointe Advisors, LLC | 9,504 | $1.05M | 0.01% | −80−0.8% | Reduced |
| Crewe Advisors LLC | 9,433 | $1.04M | 0.09% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 9,411 | $1.04M | 0.30% | +9,411 | New |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $1.02M | 0.01% | −1,885−16.9% | Reduced |
| First Eagle Investment Management, LLC | 9,109 | $1.01M | 0.00% | +135+1.5% | Added |
| Spirit of America Management Corp | 9,050 | $998.8K | 0.21% | 00.0% | Unchanged |
| Encompass More Asset Management | 9,023 | $995.8K | 0.18% | +6,066+205.1% | Added |
| Federation des caisses Desjardins du Quebec | 8,971 | $990.0K | 0.00% | +629+7.5% | Added |
| Private Advisor Group, LLC | 8,874 | $979.4K | 0.00% | −1,744−16.4% | Reduced |
| Machina Capital S.A.S. | 8,786 | $969.6K | 0.19% | +8,786 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,716 | $961.9K | 0.03% | +5,957+215.9% | Added |
| Southport Management, L.L.C. | 8,670 | $956.8K | 3.34% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 8,525 | $955.0K | 0.01% | +2,454+40.4% | Added |
| Iron Financial, LLC | 8,591 | $948.1K | 0.44% | −48−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,979 | $943.8K | 0.01% | +12+0.1% | Added |
| Persistent Asset Partners Ltd | 8,408 | $927.9K | 0.45% | +8,408 | New |
| Profund Advisors LLC | 8,327 | $919.0K | 0.03% | −1,340−13.9% | Reduced |
| Summit Trail Advisors, LLC | 8,131 | $897.3K | 0.02% | −5,069−38.4% | Reduced |
| Pinnacle Associates Ltd | 8,016 | $884.6K | 0.01% | +8,016 | New |
| Salem Investment Counselors Inc | 7,992 | $882.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,881 | $869.7K | 0.00% | −21,729−73.4% | Reduced |
| Independence Bank of Kentucky | 7,825 | $863.6K | 0.11% | −375−4.6% | Reduced |
| Belpointe Asset Management LLC | 7,818 | $862.8K | 0.03% | +7,818 | New |
| Fortis Capital Advisors, LLC | 7,818 | $862.8K | 0.13% | +7,818 | New |
| X-Square Capital, LLC | 7,763 | $857.0K | 0.28% | +206+2.7% | Added |
| D.A. Davidson & Co. | 7,763 | $856.2K | 0.01% | +1,923+32.9% | Added |
| Corigliano Investment Advisers, LLC | 7,700 | $849.8K | 0.30% | +7,700 | New |
| QRG Capital Management, Inc. | 7,680 | $847.6K | 0.01% | +976+14.6% | Added |
| Capital International Sarl | 7,654 | $844.7K | 0.01% | +7,654 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,609 | $839.7K | 0.01% | +19+0.3% | Added |
| Callan Family Office, LLC | 7,606 | $839.4K | 0.02% | +3,384+80.2% | Added |
| Baldwin Investment Management, LLC | 7,583 | $836.9K | 0.09% | +465+6.5% | Added |
| Metis Global Partners, LLC | 7,578 | $836.3K | 0.02% | −346−4.4% | Reduced |
| Retireful, LLC | 7,431 | $832.4K | 1.04% | +7,431 | New |
| North Dakota State Investment Board | 7,519 | $829.8K | 0.03% | +7,519 | New |
| MML Investors Services, LLC | 7,512 | $829.1K | 0.00% | +2,419+47.5% | Added |
| Brevan Howard Capital Management LP | 7,464 | $823.7K | 0.02% | +3,254+77.3% | Added |
| Cidel Asset Management Inc | 7,438 | $820.9K | 0.06% | −184−2.4% | Reduced |
| Pickering Energy Partners LP | 7,300 | $805.6K | 3.15% | −650−8.2% | Reduced |
| Prelude Capital Management, LLC | 7,287 | $804.2K | 0.06% | −2,280−23.8% | Reduced |
| State of Wyoming | 7,260 | $801.2K | 0.09% | +4,590+171.9% | Added |
| Kingswood Wealth Advisors, LLC | 7,234 | $798.4K | 0.04% | +7,234 | New |
| WealthTrust Asset Management, LLC | 7,006 | $773.2K | 0.54% | −242−3.3% | Reduced |
| Forum Financial Management, LP | 6,899 | $761.4K | 0.01% | −756−9.9% | Reduced |
| Silvant Capital Management LLC | 6,887 | $760.0K | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 6,842 | $755.1K | 0.07% | +1,817+36.2% | Added |
| Vestcor Inc | 6,635 | $732.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 6,582 | $726.4K | 0.06% | −3,944−37.5% | Reduced |
| Pinebridge Investments LLC | 6,582 | $726.4K | 0.01% | +6,582 | New |
| Securian Asset Management, Inc | 6,476 | $714.7K | 0.03% | −4,989−43.5% | Reduced |
| Guggenheim Capital LLC | 6,454 | $712.3K | 0.01% | −1,325−17.0% | Reduced |
| MUFG Securities Americas Inc. | 6,416 | $708.1K | 0.04% | −6−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 6,383 | $704.4K | 0.01% | −68−1.1% | Reduced |
| Icon Wealth Advisors, LLC | 6,381 | $704.2K | 0.05% | +36+0.6% | Added |
| Squarepoint Ops LLC | 6,347 | $700.5K | 0.00% | −508,708−98.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,311 | $696.5K | 0.02% | −400−6.0% | Reduced |
| Centiva Capital, LP | 6,280 | $693.1K | 0.04% | +6,280 | New |
| Kestra Advisory Services, LLC | 6,250 | $689.8K | 0.00% | +1,396+28.8% | Added |
| Buckingham Strategic Partners | 6,236 | $688.2K | 0.01% | −1,884−23.2% | Reduced |
| Toth Financial Advisory Corp | 6,171 | $681.0K | 0.07% | +5,021+436.6% | Added |
| CWA Asset Management Group, LLC | 6,136 | $677.2K | 0.02% | +518+9.2% | Added |
| Northwestern Mutual Wealth Management Co | 6,112 | $674.5K | 0.00% | −489−7.4% | Reduced |
| Aptus Capital Advisors, LLC | 6,101 | $673.3K | 0.01% | −369−5.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,010 | $663.3K | 0.03% | +2,510+71.7% | Added |
| Wahed Invest LLC | 5,985 | $660.5K | 0.09% | −25−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,783 | $638.2K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,906 | $630.0K | 0.02% | +261+4.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,577 | $615.5K | 0.00% | +2,251+67.7% | Added |
| Ethic Inc. | 5,572 | $614.9K | 0.01% | +1,495+36.7% | Added |
| DekaBank Deutsche Girozentrale | 6,122 | $614.0K | 0.00% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5,559 | $613.5K | 0.00% | +781+16.3% | Added |
| Sanders Morris Harris LLC | 5,555 | $608.2K | 0.94% | 00.0% | Unchanged |