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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 728 | $80.0K | 0.00% | +301+70.5% | Added |
| Caitlin John, LLC | 723 | $79.8K | 0.05% | +4+0.6% | Added |
| SageView Advisory Group, LLC | 720 | $79.4K | 0.00% | +720 | New |
| Neo Ivy Capital Management | 667 | $73.6K | 0.01% | +667 | New |
| Elyxium Wealth, LLC | 665 | $73.4K | 0.02% | +665 | New |
| Onefund, LLC | 660 | $72.8K | 0.04% | +40+6.5% | Added |
| MAI Capital Management | 654 | $72.2K | 0.00% | +54+9.0% | Added |
| Flagship Harbor Advisors, LLC | 649 | $71.6K | 0.00% | +649 | New |
| Hantz Financial Services, Inc. | 617 | $68.0K | 0.00% | +425+221.4% | Added |
| Sentry Investment Management LLC | 590 | $65.0K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 561 | $61.9K | 0.00% | +115+25.8% | Added |
| Smartleaf Asset Management LLC | 543 | $60.8K | 0.00% | +110+25.4% | Added |
| Piscataqua Savings Bank | 520 | $57.4K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $55.2K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $55.2K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 489 | $54.0K | 0.02% | +489 | New |
| McGuire Capital Advisors Inc | 484 | $53.4K | 0.03% | +484 | New |
| Optiver Holding B.V. | 454 | $50.1K | 0.00% | +454 | New |
| Assetmark, Inc | 414 | $45.7K | 0.00% | +146+54.5% | Added |
| Parkside Financial Bank & Trust | 407 | $44.9K | 0.00% | −223−35.4% | Reduced |
| Costello Asset Management, INC | 386 | $42.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 368 | $40.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 354 | $39.1K | 0.01% | −56−13.7% | Reduced |
| Pinnacle Holdings, LLC | 339 | $37.4K | 0.01% | +78+29.9% | Added |
| DV Equities, LLC | 329 | $36.3K | 0.01% | +329 | New |
| IFP Advisors, Inc | 326 | $36.0K | 0.00% | −1,317−80.2% | Reduced |
| Amplify Investments, LLC | 306 | $35.2K | 0.81% | +54+21.4% | Added |
| Transamerica Financial Advisors, Inc. | 319 | $35.2K | 0.00% | +271+564.6% | Added |
| ESL Trust Services, LLC | 302 | $33.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 297 | $32.8K | 0.01% | +267+890.0% | Added |
| GW&K Investment Management, LLC | 277 | $31.0K | 0.00% | −3−1.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 272 | $30.0K | 0.00% | +272 | New |
| Cheviot Value Management, LLC | 265 | $29.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 261 | $28.8K | 0.00% | +90+52.6% | Added |
| Pinney & Scofield, Inc. | 260 | $28.7K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 248 | $27.4K | 0.01% | +193+350.9% | Added |
| Atlantic Union Bankshares Corp | 234 | $25.8K | 0.00% | +100+74.6% | Added |
| Greykasell Wealth Strategies, Inc. | 220 | $24.3K | 0.01% | +220 | New |
| Versant Capital Management, Inc | 204 | $22.5K | 0.00% | +69+51.1% | Added |
| Red Tortoise LLC | 202 | $22.3K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $22.1K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $22.1K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 200 | $22.1K | 0.02% | +100+100.0% | Added |
| Board of the Pension Protection Fund | 200 | $22.1K | 0.02% | +200 | New |
| Covestor Ltd | 200 | $22.0K | 0.01% | −7−3.4% | Reduced |
| Basecamp Wealth Advisors LLC | 194 | $21.4K | 0.00% | +194 | New |
| TCTC Holdings, LLC | 180 | $19.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 179 | $19.8K | 0.00% | +97+118.3% | Added |
| GoalVest Advisory LLC | 177 | $19.5K | 0.00% | +177 | New |
| Private Trust Co NA | 175 | $19.3K | 0.00% | +45+34.6% | Added |
| True Wealth Design, LLC | 174 | $19.2K | 0.01% | +9+5.5% | Added |
| Bell Investment Advisors, Inc | 173 | $19.1K | 0.00% | +7+4.2% | Added |
| CBIZ Investment Advisory Services, LLC | 173 | $19.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 166 | $18.3K | 0.00% | +6+3.8% | Added |
| JFS Wealth Advisors, LLC | 163 | $18.0K | 0.00% | +37+29.4% | Added |
| Navigoe, LLC | 160 | $17.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 158 | $17.0K | 0.00% | +158 | New |
| Vision Financial Markets LLC | 154 | $16.9K | 0.02% | +1+0.7% | Added |
| Indiana Trust & Investment Management CO | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | $16.0K | 0.00% | +70+93.3% | Added |
| Harbour Investments, Inc. | 144 | $15.9K | 0.00% | +5+3.6% | Added |
| Farmers & Merchants Investments Inc | 132 | $14.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 129 | $14.2K | 0.00% | −1,428−91.7% | Reduced |
| Peregrine Capital Management LLC | 129 | $14.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 128 | $14.1K | 0.00% | +29+29.3% | Added |
| GHP Investment Advisors, Inc. | 126 | $13.9K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 134 | $13.6K | 0.00% | +134 | New |
| First United Bank Trust | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 116 | $12.8K | 0.00% | +50+75.8% | Added |
| Colonial Trust Advisors | 113 | $12.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 113 | $12.5K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 105 | $11.6K | 0.00% | +105 | New |
| Garton & Associates Financial Advisors LLC | 103 | $11.4K | 0.01% | +103 | New |
| Cornerstone Planning Group LLC | 101 | $11.1K | 0.00% | −116−53.5% | Reduced |
| Financial Consulate, Inc | 100 | $11.0K | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 99 | $10.9K | 0.00% | +99 | New |
| Sankala Group LLC | 101 | $10.9K | 0.01% | +101 | New |
| Meeder Asset Management Inc | 98 | $10.8K | 0.00% | −8−7.5% | Reduced |
| Zions Bancorporation, National Association | 91 | $10.0K | 0.00% | +14+18.2% | Added |
| N.E.W. Advisory Services LLC | 91 | $10.0K | 0.00% | +91 | New |
| Peoples Financial Services Corp. | 86 | $9.49K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $9.00K | 0.00% | +40+95.2% | Added |
| Salomon & Ludwin, LLC | 83 | $8.87K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 74 | $8.17K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 74 | $8.17K | 0.00% | +74 | New |
| PFS Partners, LLC | 69 | $7.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 67 | $7.39K | 0.00% | +67 | New |
| Dogwood Wealth Management LLC | 64 | $7.06K | 0.00% | +31+93.9% | Added |
| WPG Advisers, LLC | 63 | $6.95K | 0.01% | +59+1,475.0% | Added |
| Citizens National Bank Trust Department | 60 | $6.62K | 0.00% | −100−62.5% | Reduced |
| WealthCollab, LLC | 58 | $6.40K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 58 | $6.40K | 0.00% | +58 | New |
| ZRC Wealth Management, LLC | 55 | $6.07K | 0.00% | +40+266.7% | Added |
| Whittier Trust Co of Nevada Inc | 57 | $6.01K | 0.00% | +11+23.9% | Added |
| SJS Investment Consulting Inc. | 54 | $5.96K | 0.00% | +36+200.0% | Added |
| Ares Financial Consulting, LLC | 52 | $5.74K | 0.01% | +52 | New |
| Howard Hughes Medical Institute | 51 | $5.63K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 49 | $5.41K | 0.00% | −56−53.3% | Reduced |