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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 2,750 | $303.5K | 0.01% | +750+37.5% | Added |
| Jones Financial Companies LLLP | 2,735 | $301.8K | 0.00% | −42−1.5% | Reduced |
| Terril Brothers, Inc. | 2,700 | $298.0K | 0.08% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,695 | $297.4K | 0.02% | +2,695 | New |
| Atomi Financial Group, Inc. | 2,685 | $296.3K | 0.01% | −60−2.2% | Reduced |
| Canton Hathaway, LLC | 2,670 | $294.7K | 0.06% | +2,670 | New |
| Warren Averett Asset Management, LLC | 2,625 | $289.7K | 0.00% | +2,625 | New |
| Crumly & Associates Inc. | 2,604 | $287.4K | 0.06% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 2,601 | $287.0K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,597 | $286.6K | 0.03% | +2,597 | New |
| Astra Wealth Partners LLC | 2,595 | $286.3K | 0.18% | +2,595 | New |
| EverSource Wealth Advisors, LLC | 2,590 | $285.8K | 0.01% | +111+4.5% | Added |
| Gryphon Financial Partners LLC | 2,565 | $283.1K | 0.03% | +2,565 | New |
| Clearstead Advisors, LLC | 2,499 | $275.8K | 0.00% | +1,672+202.2% | Added |
| waypoint wealth counsel | 2,428 | $268.0K | 0.10% | +86+3.7% | Added |
| Storgate, LLC | 2,428 | $268.0K | 0.22% | +2,428 | New |
| Brown Advisory Inc | 2,402 | $265.1K | 0.00% | −346−12.6% | Reduced |
| Washburn Capital Management, Inc. | 2,400 | $264.9K | 0.15% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 2,400 | $264.9K | 0.13% | +2,400 | New |
| Rothschild Investment LLC | 2,399 | $264.8K | 0.01% | +531+28.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,394 | $264.2K | 0.00% | +2+0.1% | Added |
| Meeder Advisory Services, Inc. | 2,340 | $258.2K | 0.01% | +25+1.1% | Added |
| Jackson Thornton Asset Management, LLC | 2,449 | $258.2K | 0.02% | +215+9.6% | Added |
| Souders Financial Advisors | 2,328 | $256.9K | 0.03% | +2,328 | New |
| Guidance Capital, Inc | 2,297 | $251.5K | 0.06% | −244−9.6% | Reduced |
| Essex Savings Bank | 2,236 | $246.8K | 0.05% | −126−5.3% | Reduced |
| Teza Capital Management LLC | 2,231 | $246.2K | 0.79% | −2,186−49.5% | Reduced |
| Park Avenue Securities LLC | 2,213 | $244.0K | 0.00% | +292+15.2% | Added |
| Moors & Cabot, Inc. | 2,204 | $243.2K | 0.01% | +80+3.8% | Added |
| Cigna Investments Inc | 2,191 | $242.0K | 0.04% | +28+1.3% | Added |
| Cim Investment Mangement Inc | 2,190 | $241.7K | 0.06% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,159 | $236.0K | 0.06% | +2,159 | New |
| Armistice Capital, LLC | 2,126 | $234.6K | 0.01% | +2,126 | New |
| Innova Wealth Partners | 2,125 | $234.5K | 0.12% | +2,125 | New |
| E&G Advisors, LP | 2,123 | $234.3K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,084 | $230.0K | 0.01% | −2,260−52.0% | Reduced |
| Brown Brothers Harriman & Co | 2,074 | $228.9K | 0.00% | +1,583+322.4% | Added |
| Federated Hermes, Inc. | 2,067 | $228.1K | 0.00% | −1,930−48.3% | Reduced |
| Bryn Mawr Trust Co | 2,055 | $226.8K | 0.01% | −13−0.6% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 2,046 | $225.8K | 0.01% | +2,046 | New |
| Ironwood Investment Management LLC | 2,042 | $225.4K | 0.09% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,038 | $224.9K | 0.10% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,024 | $223.4K | 0.00% | −61−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,020 | $222.9K | 0.02% | +83+4.3% | Added |
| Modera Wealth Management, LLC | 2,013 | $222.2K | 0.00% | +8+0.4% | Added |
| PharVision Advisers, LLC | 1,993 | $219.9K | 0.11% | +1,993 | New |
| Wesbanco Bank Inc | 1,975 | $218.0K | 0.01% | −370−15.8% | Reduced |
| Uncommon Cents Investing LLC | 1,970 | $217.4K | 0.05% | +25+1.3% | Added |
| Sivia Capital Partners, LLC | 1,966 | $217.0K | 0.04% | +1,966 | New |
| PCM Encore, LLC | 1,962 | $216.5K | 0.05% | +1,962 | New |
| Ci Investments Inc. | 1,943 | $214.4K | 0.00% | +1,085+126.5% | Added |
| EP Wealth Advisors, LLC | 1,926 | $212.5K | 0.00% | +1,926 | New |
| Mirabella Financial Services LLP | 1,919 | $211.8K | 0.02% | +1,919 | New |
| Rehmann Capital Advisory Group | 1,898 | $209.5K | 0.01% | +1,898 | New |
| AlphaGrep UK Ltd | 1,876 | $207.0K | 0.07% | +1,876 | New |
| Arwa LLC | 1,876 | $207.0K | 0.12% | +1,876 | New |
| M.E. Allison & Co., Inc. | 1,863 | $205.6K | 0.14% | +1,863 | New |
| Independent Financial Group, LLC | 1,852 | $204.4K | 0.00% | +1,852 | New |
| Commerce Bank | 1,843 | $203.4K | 0.00% | +1,843 | New |
| Journey Strategic Wealth LLC | 1,841 | $203.2K | 0.01% | +1,841 | New |
| Exencial Wealth Advisors, LLC | 1,829 | $201.8K | 0.01% | +1,829 | New |
| Palumbo Wealth Management LLC | 1,820 | $200.9K | 0.05% | +1,820 | New |
| Ronald Blue Trust, Inc. | 1,808 | $199.5K | 0.00% | +12+0.7% | Added |
| Archer Investment Corp | 1,790 | $197.5K | 0.04% | +415+30.2% | Added |
| Parallel Advisors, LLC | 1,752 | $193.4K | 0.00% | +115+7.0% | Added |
| Geneos Wealth Management Inc. | 1,734 | $191.4K | 0.00% | +942+118.9% | Added |
| Essential Partners LLC | 1,733 | $191.3K | 0.06% | +352+25.5% | Added |
| Solstein Capital, LLC | 1,708 | $188.5K | 0.08% | +494+40.7% | Added |
| TD Private Client Wealth LLC | 1,703 | $187.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,695 | $187.1K | 0.00% | +770+83.2% | Added |
| SRS Capital Advisors, Inc. | 1,640 | $181.0K | 0.01% | −12,590−88.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,634 | $180.3K | 0.08% | +422+34.8% | Added |
| Hazlett, Burt & Watson, Inc. | 1,610 | $177.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,579 | $174.3K | 0.00% | +72+4.8% | Added |
| ORG Wealth Partners, LLC | 1,572 | $173.5K | 0.04% | +389+32.9% | Added |
| Generali Investments, Management Co LLC | 1,534 | $169.3K | 0.03% | −2,450−61.5% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 1,500 | $167.7K | 0.01% | +1,500 | New |
| Siemens Fonds Invest GmbH | 1,456 | $163.1K | 0.01% | +73+5.3% | Added |
| Stone House Investment Management, LLC | 1,440 | $158.9K | 0.02% | +829+135.7% | Added |
| Advisors Asset Management, Inc. | 1,361 | $150.2K | 0.00% | +1,361 | New |
| Global Retirement Partners, LLC | 1,289 | $142.3K | 0.00% | +506+64.6% | Added |
| Larson Financial Group LLC | 1,282 | $141.4K | 0.00% | +135+11.8% | Added |
| Huntington National Bank | 1,268 | $139.9K | 0.00% | −533−29.6% | Reduced |
| Oakworth Capital, Inc. | 1,244 | $137.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,200 | $132.4K | 0.07% | +1,200 | New |
| Acumen Wealth Advisors, LLC | 1,176 | $129.8K | 0.04% | +1,176 | New |
| Leonteq Securities AG | 1,114 | $122.9K | 0.01% | +354+46.6% | Added |
| Quarry LP | 1,046 | $115.4K | 0.02% | −329−23.9% | Reduced |
| Massmutual Trust Co FSB | 903 | $99.7K | 0.00% | +72+8.7% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $99.3K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 877 | $97.0K | 0.00% | +392+80.8% | Added |
| Sunbelt Securities, Inc. | 869 | $95.9K | 0.01% | +768+760.4% | Added |
| Ostrum Asset Management | 856 | $94.5K | 0.00% | −285−25.0% | Reduced |
| Payden & Rygel | 853 | $94.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 848 | $93.6K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 791 | $87.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 790 | $87.2K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 780 | $86.0K | 0.00% | +780 | New |
| Erste Asset Management GmbH | 761 | $84.0K | 0.00% | +761 | New |
| Quest Partners LLC | 756 | $83.4K | 0.00% | −1,392−64.8% | Reduced |