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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 5,430 | $599.3K | 0.02% | −81,432−93.7% | Reduced |
| Qtron Investments LLC | 5,414 | $597.5K | 0.08% | −1,665−23.5% | Reduced |
| Central Trust Co | 5,290 | $583.8K | 0.01% | −50−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,119 | $582.6K | 0.02% | −2,300−42.4% | Reduced |
| Pitcairn Wealth Advisors LLC | 5,275 | $582.1K | 0.05% | +5,275 | New |
| Envestnet Portfolio Solutions, Inc. | 5,232 | $577.4K | 0.00% | +209+4.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 5,225 | $576.6K | 0.17% | +5,225 | New |
| Danske Bank A/S | 5,205 | $574.4K | 0.00% | −400−7.1% | Reduced |
| Ausbil Investment Management Ltd | 5,200 | $573.9K | 0.33% | +4,700+940.0% | Added |
| Intellectus Partners, LLC | 5,081 | $560.7K | 0.11% | +20.0% | Added |
| Miller Global Investments, LLC | 5,064 | $558.9K | 0.51% | +5,064 | New |
| Evercore Wealth Management, LLC | 5,028 | $554.9K | 0.01% | −15,000−74.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 4,900 | $540.8K | 0.04% | −2,000−29.0% | Reduced |
| Evergreen Capital Management LLC | 4,856 | $535.9K | 0.01% | +348+7.7% | Added |
| Philip James Wealth Mangement, LLC | 4,846 | $534.8K | 0.06% | +317+7.0% | Added |
| Exchange Traded Concepts, LLC | 4,806 | $530.4K | 0.00% | +2,836+144.0% | Added |
| Tower Research Capital LLC (TRC) | 4,705 | $519.2K | 0.01% | +1,572+50.2% | Added |
| Verdence Capital Advisors LLC | 4,662 | $514.5K | 0.03% | +166+3.7% | Added |
| Blair William & Co | 4,637 | $511.8K | 0.00% | +4,637 | New |
| Omers Administration Corp | 4,548 | $501.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,527 | $499.7K | 0.01% | +1,498+49.5% | Added |
| GWM Advisors LLC | 4,496 | $496.1K | 0.00% | +4,480+28,000.0% | Added |
| Farther Finance Advisors, LLC | 4,445 | $490.5K | 0.01% | +1,173+35.8% | Added |
| Delta Global Management LP | 4,421 | $487.9K | 0.04% | −20,960−82.6% | Reduced |
| Hennessy Advisors Inc | 4,400 | $485.6K | 0.02% | −1,500−25.4% | Reduced |
| SevenBridge Financial Group, LLC | 4,298 | $482.9K | 0.08% | −1,205−21.9% | Reduced |
| Crossmark Global Holdings, Inc. | 4,346 | $479.7K | 0.01% | +2,451+129.3% | Added |
| New Wave Wealth Advisors LLC | 4,308 | $475.4K | 0.17% | +115+2.7% | Added |
| Norden Group LLC | 4,304 | $475.0K | 0.05% | +1,811+72.6% | Added |
| GAMMA Investing LLC | 4,295 | $474.0K | 0.02% | +1,525+55.1% | Added |
| HB Wealth Management, LLC | 4,293 | $473.8K | 0.00% | +19+0.4% | Added |
| Dana Investment Advisors, Inc. | 4,288 | $473.2K | 0.01% | +4,288 | New |
| Keybank National Association | 4,262 | $470.4K | 0.00% | +4,262 | New |
| Pallas Capital Advisors LLC | 4,245 | $468.5K | 0.02% | +841+24.7% | Added |
| Steel Peak Wealth Management LLC | 4,191 | $462.5K | 0.02% | −6,791−61.8% | Reduced |
| Atria Investments LLC | 4,173 | $460.5K | 0.01% | +947+29.4% | Added |
| Simmons Bank | 4,130 | $455.8K | 0.03% | +685+19.9% | Added |
| Landscape Capital Management, L.L.C. | 4,123 | $455.0K | 0.03% | −5,738−58.2% | Reduced |
| Argentarii, LLC | 4,116 | $454.2K | 0.15% | −90−2.1% | Reduced |
| Sigma Planning Corp | 4,105 | $453.1K | 0.01% | +4,105 | New |
| Caerus Investment Advisors, LLC | 4,057 | $447.7K | 0.15% | +4,057 | New |
| Bridgewater Advisors Inc. | 5,894 | $445.5K | 0.03% | +223+3.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,012 | $442.8K | 0.01% | +579+16.9% | Added |
| Oxbow Advisors, LLC | 4,008 | $442.3K | 0.04% | +91+2.3% | Added |
| Caxton Associates LLP | 4,003 | $441.8K | 0.01% | +4,003 | New |
| Natixis | 3,978 | $439.0K | 0.00% | −3,426−46.3% | Reduced |
| RSM US Wealth Management LLC | 3,888 | $435.5K | 0.01% | +3,888 | New |
| Stevens Capital Management LP | 3,874 | $428.0K | 0.15% | +3,874 | New |
| New England Research & Management, Inc. | 3,875 | $427.6K | 0.19% | +3,875 | New |
| Laird Norton Trust Company, LLC | 3,860 | $426.0K | 0.01% | +3,860 | New |
| Mount Yale Investment Advisors, LLC | 3,820 | $421.6K | 0.02% | +3,820 | New |
| Delphi Management Inc | 3,754 | $414.0K | 0.40% | +3,754 | New |
| Vestmark Advisory Solutions, Inc. | 3,707 | $409.1K | 0.01% | +3,707 | New |
| GTS Securities LLC | 3,627 | $400.3K | 0.01% | +3,627 | New |
| Greenleaf Trust | 3,603 | $397.6K | 0.00% | +389+12.1% | Added |
| BOK Financial Private Wealth, Inc. | 3,546 | $391.3K | 0.02% | +3,546 | New |
| Americana Partners, LLC | 3,524 | $388.9K | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 3,512 | $387.6K | 0.05% | −1,344−27.7% | Reduced |
| Fore Capital, LLC | 3,500 | $386.3K | 0.51% | +3,500 | New |
| Hardin Capital Partners, LLC | 3,492 | $385.4K | 0.18% | −512−12.8% | Reduced |
| Wealth Science Advisors LLC | 3,489 | $385.0K | 0.22% | +3,489 | New |
| EJMK Ventures LLC | 3,485 | $384.7K | 0.24% | +3,485 | New |
| Skopos Labs, Inc. | 3,343 | $373.6K | 0.02% | +1,325+65.7% | Added |
| Sequoia Financial Advisors, LLC | 3,362 | $371.1K | 0.00% | +1,186+54.5% | Added |
| Corsair Capital Management, L.P. | 3,362 | $371.0K | 0.06% | +1,000+42.3% | Added |
| Wealthcare Advisory Partners LLC | 3,357 | $370.5K | 0.01% | −95−2.8% | Reduced |
| Northwest & Ethical Investments L.P. | 3,289 | $368.4K | 0.01% | −691−17.4% | Reduced |
| Hohimer Wealth Management, LLC | 3,313 | $365.6K | 0.05% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 3,306 | $364.9K | 0.06% | +3,306 | New |
| Allworth Financial LP | 3,303 | $364.6K | 0.00% | +928+39.1% | Added |
| Wealthfront Advisers LLC | 3,284 | $362.4K | 0.00% | +1,245+61.1% | Added |
| Mattson Financial Services, LLC | 3,255 | $359.2K | 0.08% | +1,093+50.6% | Added |
| Jupiter Asset Management Ltd | 3,246 | $358.2K | 0.00% | −1,364−29.6% | Reduced |
| Transcend Wealth Collective, LLC | 3,244 | $358.0K | 0.03% | +296+10.0% | Added |
| Perigon Wealth Management, LLC | 3,232 | $356.7K | 0.01% | +97+3.1% | Added |
| Impact Partnership Wealth, LLC | 3,207 | $353.9K | 0.05% | +3,207 | New |
| Principal Securities, Inc. | 3,191 | $352.2K | 0.01% | +2,182+216.3% | Added |
| Chesley Taft & Associates LLC | 3,182 | $351.2K | 0.01% | +523+19.7% | Added |
| Savant Capital, LLC | 3,161 | $348.9K | 0.00% | −42−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 3,146 | $347.2K | 0.00% | +3,146 | New |
| SMART Wealth LLC | 3,114 | $343.7K | 0.10% | +3,114 | New |
| First Citizens Bank & Trust Co | 3,104 | $342.6K | 0.01% | +15+0.5% | Added |
| CMC Financial Group | 3,102 | $342.3K | 0.61% | +3,102 | New |
| Frank, Rimerman Advisors LLC | 3,074 | $339.2K | 0.02% | +3,074 | New |
| William Blair Investment Management, LLC | 3,073 | $339.1K | 0.00% | −257−7.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,159 | $337.4K | 0.01% | +211+7.2% | Added |
| Hara Capital LLC | 3,045 | $336.0K | 0.19% | −100−3.2% | Reduced |
| Chickasaw Capital Management LLC | 3,034 | $335.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,021 | $333.4K | 0.00% | +66+2.2% | Added |
| MidWestOne Financial Group, Inc. | 2,967 | $327.4K | 0.04% | −1,366−31.5% | Reduced |
| CWM Advisors, LLC | 2,944 | $324.9K | 0.03% | +66+2.3% | Added |
| Montgomery Investment Management Inc | 2,940 | $324.5K | 0.12% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,919 | $322.1K | 0.01% | +597+25.7% | Added |
| Evolve Private Wealth, LLC | 2,892 | $319.2K | 0.02% | +2,892 | New |
| Wexford Capital LP | 2,860 | $315.6K | 0.08% | −109,347−97.5% | Reduced |
| Meridian Wealth Advisors, LLC | 2,850 | $314.5K | 0.04% | +2,850 | New |
| Resources Investment Advisors, LLC. | 2,847 | $314.1K | 0.00% | +663+30.4% | Added |
| Apollon Wealth Management, LLC | 2,826 | $311.9K | 0.01% | −397−12.3% | Reduced |
| Savvy Advisors, Inc. | 2,805 | $309.5K | 0.01% | +2,805 | New |
| Glenmede Trust Co NA | 2,756 | $304.2K | 0.00% | +2,756 | New |