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, Q1 2026
Institutional positions in Expand Energy Corp as of Mar 31, 2026. 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
- 899
- +38 vs. Q4 2025
- Shares held
- 218.5M
- +25.5M (+13.2%) vs. Q4 2025
- Total value
- $24.0B
- +$2.68B (+12.6%) vs. Q4 2025
- New holders
- 164
- 375 more added
- Sold out
- 126
- 238 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scarborough Advisors, LLC | 70 | $7.68K | 0.00% | +70 | New |
| Tanglewood Legacy Advisors, LLC | 74 | $8.12K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 75 | $8.23K | 0.00% | +75 | New |
| Valued Wealth Advisors LLC | 78 | $8.57K | 0.00% | +74+1,850.0% | Added |
| Salomon & Ludwin, LLC | 83 | $8.62K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 82 | $9.05K | 0.01% | +82 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 83 | $9.11K | 0.00% | +83 | New |
| Peoples Financial Services Corp. | 86 | $9.44K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 91 | $9.99K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 97 | $10.6K | 0.00% | +97 | New |
| Financial Consulate, Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 100 | $11.0K | 0.01% | +100 | New |
| Sankala Group LLC | 101 | $11.5K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 105 | $11.5K | 0.07% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 121 | $12.0K | 0.00% | +20+19.8% | Added |
| Fortitude Family Office, LLC | 110 | $12.1K | 0.00% | +82+292.9% | Added |
| Colonial Trust Advisors | 113 | $12.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 113 | $12.4K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $13.3K | 0.00% | −42−25.8% | Reduced |
| GHP Investment Advisors, Inc. | 126 | $13.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $14.0K | 0.01% | −74−37.0% | Reduced |
| Peregrine Capital Management LLC | 129 | $14.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 132 | $14.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 137 | $15.0K | 0.00% | −38−21.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 140 | $15.4K | 0.00% | +41+41.4% | Added |
| Meeder Asset Management Inc | 148 | $16.2K | 0.00% | +50+51.0% | Added |
| Bell Investment Advisors, Inc | 149 | $16.4K | 0.00% | −24−13.9% | Reduced |
| Indiana Trust & Investment Management CO | 150 | $16.5K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 154 | $16.9K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 171 | $18.8K | 0.00% | −90−34.5% | Reduced |
| GoalVest Advisory LLC | 177 | $19.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 177 | $19.4K | 0.00% | +32+22.1% | Added |
| Portus Wealth Advisors, LLC | 178 | $19.5K | 0.02% | +178 | New |
| Bank of New Hampshire | 189 | $20.7K | 0.00% | +189 | New |
| Private Wealth Management Group, LLC | 191 | $21.0K | 0.01% | +41+27.3% | Added |
| Leo H. Evart, Inc. | 196 | $21.5K | 0.02% | +196 | New |
| Bangor Savings Bank | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 200 | $22.0K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 202 | $22.2K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 220 | $24.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 234 | $25.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 234 | $25.7K | 0.00% | +234 | New |
| Twin Peaks Wealth Advisors, LLC | 239 | $26.2K | 0.01% | +239 | New |
| SJS Investment Consulting Inc. | 259 | $28.4K | 0.00% | +205+379.6% | Added |
| Pinney & Scofield, Inc. | 260 | $28.5K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 265 | $29.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 268 | $29.4K | 0.00% | +89+49.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 272 | $29.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 275 | $30.0K | 0.00% | −2−0.7% | Reduced |
| Zions Bancorporation, National Association | 286 | $31.4K | 0.00% | +195+214.3% | Added |
| Golden State Equity Partners | 290 | $31.8K | 0.00% | +290 | New |
| Optiver Holding B.V. | 297 | $32.6K | 0.00% | −157−34.6% | Reduced |
| ESL Trust Services, LLC | 302 | $33.2K | 0.01% | 00.0% | Unchanged |
| Amplify Investments, LLC | 306 | $33.6K | 0.60% | 00.0% | Unchanged |
| Abound Wealth Management | 333 | $36.6K | 0.01% | +36+12.1% | Added |
| Ares Financial Consulting, LLC | 367 | $38.9K | 0.03% | +315+605.8% | Added |
| Key Financial Inc | 368 | $40.4K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 379 | $41.6K | 0.03% | +364+2,426.7% | Added |
| Costello Asset Management, INC | 386 | $42.4K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 404 | $44.4K | 0.01% | +210+108.2% | Added |
| Parkside Financial Bank & Trust | 428 | $46.9K | 0.00% | +21+5.2% | Added |
| Hilltop National Bank | 436 | $47.9K | 0.01% | +436 | New |
| Assetmark, Inc | 447 | $49.1K | 0.00% | +33+8.0% | Added |
| McGuire Capital Advisors Inc | 484 | $53.1K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $54.9K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $54.9K | 0.03% | +500 | New |
| SBI Okasan Asset Management Co.Ltd. | 500 | $55.7K | 0.00% | −1,000−66.7% | Reduced |
| Axiom Investment Management LLC | 519 | $57.0K | 0.04% | +519 | New |
| Piscataqua Savings Bank | 520 | $57.1K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 526 | $58.6K | 0.00% | −17−3.1% | Reduced |
| LRI Investments, LLC | 564 | $61.9K | 0.01% | +558+9,300.0% | Added |
| Transamerica Financial Advisors, Inc. | 580 | $63.7K | 0.01% | +261+81.8% | Added |
| Essential Partners LLC | 626 | $68.7K | 0.02% | −1,107−63.9% | Reduced |
| Onefund, LLC | 657 | $69.8K | 0.05% | −3−0.5% | Reduced |
| True Wealth Design, LLC | 726 | $79.7K | 0.02% | +552+317.2% | Added |
| Caitlin John, LLC | 726 | $79.8K | 0.05% | +3+0.4% | Added |
| Chilton Capital Management LLC | 731 | $80.3K | 0.00% | −60−7.6% | Reduced |
| Leonteq Securities AG | 743 | $81.6K | 0.00% | −371−33.3% | Reduced |
| Versant Capital Management, Inc | 830 | $91.1K | 0.01% | +626+306.9% | Added |
| Massmutual Trust Co FSB | 838 | $92.0K | 0.00% | −65−7.2% | Reduced |
| SBI Securities Co., Ltd. | 843 | $92.5K | 0.00% | −852−50.3% | Reduced |
| Payden & Rygel | 853 | $94.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 869 | $95.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 886 | $97.0K | 0.00% | +269+43.6% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $98.8K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 951 | $104.4K | 0.10% | +951 | New |
| Harbour Investments, Inc. | 1,059 | $116.3K | 0.00% | +915+635.4% | Added |
| IFP Advisors, Inc | 1,060 | $116.4K | 0.00% | +734+225.2% | Added |
| Huntington National Bank | 1,079 | $118.5K | 0.00% | −189−14.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $126.2K | 0.04% | +360+45.6% | Added |
| Acumen Wealth Advisors, LLC | 1,176 | $129.1K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,200 | $131.7K | 0.07% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,200 | $131.7K | 0.11% | +1,200 | New |
| Oakworth Capital, Inc. | 1,244 | $136.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,245 | $136.7K | 0.06% | −463−27.1% | Reduced |
| RWM Asset Management, LLC | 1,264 | $138.8K | 0.02% | +1,264 | New |
| Twin Tree Management, LP | 1,285 | $141.1K | 0.03% | +1,285 | New |