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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 1,313 | $144.0K | 0.01% | +533+68.3% | Added |
| CX Institutional | 1,354 | $149.0K | 0.00% | +477+54.4% | Added |
| Root Financial Partners, LLC | 1,360 | $149.3K | 0.01% | +799+142.4% | Added |
| Larson Financial Group LLC | 1,400 | $153.7K | 0.00% | +118+9.2% | Added |
| Siemens Fonds Invest GmbH | 1,456 | $159.8K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,500 | $164.7K | 0.03% | −1,170−43.8% | Reduced |
| Generali Investments, Management Co LLC | 1,534 | $168.4K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,551 | $170.3K | 0.03% | +111+7.7% | Added |
| Signaturefd, LLC | 1,568 | $172.1K | 0.00% | −11−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,610 | $177.0K | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 1,684 | $184.9K | 0.00% | +1,684 | New |
| Geneos Wealth Management Inc. | 1,719 | $188.7K | 0.00% | −15−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,813 | $199.0K | 0.00% | +5+0.3% | Added |
| Essex Financial Services, Inc. | 1,829 | $200.8K | 0.01% | +1,829 | New |
| 180 Wealth Advisors, LLC | 1,829 | $200.8K | 0.02% | +1,829 | New |
| Legacy Financial Advisors, Inc. | 1,843 | $202.3K | 0.03% | +1,843 | New |
| Quarry LP | 1,862 | $204.4K | 0.04% | +816+78.0% | Added |
| M.E. Allison & Co., Inc. | 1,863 | $204.5K | 0.14% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,896 | $208.1K | 0.00% | −47−2.4% | Reduced |
| EP Wealth Advisors, LLC | 1,899 | $208.5K | 0.00% | −27−1.4% | Reduced |
| Parallel Advisors, LLC | 1,906 | $209.3K | 0.00% | +154+8.8% | Added |
| Uncommon Cents Investing LLC | 1,920 | $210.8K | 0.05% | −50−2.5% | Reduced |
| Coldstream Capital Management Inc | 1,929 | $211.8K | 0.00% | +1,929 | New |
| Journey Strategic Wealth LLC | 1,931 | $212.0K | 0.01% | +90+4.9% | Added |
| Commerce Bank | 1,933 | $212.2K | 0.00% | +90+4.9% | Added |
| Brown Financial Advisors | 1,946 | $213.6K | 0.08% | +1,946 | New |
| Concurrent Investment Advisors, LLC | 1,956 | $214.7K | 0.00% | +1,956 | New |
| Ballentine Partners, LLC | 1,958 | $214.9K | 0.00% | −66−3.3% | Reduced |
| Modera Wealth Management, LLC | 2,000 | $219.6K | 0.00% | −13−0.6% | Reduced |
| Credit Capital Investments LLC | 2,000 | $219.6K | 0.20% | +2,000 | New |
| Keybank National Association | 2,003 | $219.9K | 0.00% | −2,259−53.0% | Reduced |
| PCM Encore, LLC | 2,003 | $219.9K | 0.05% | +41+2.1% | Added |
| Prospera Financial Services Inc | 2,005 | $220.1K | 0.00% | +2,005 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,010 | $220.7K | 0.00% | −46,896−95.9% | Reduced |
| One + One Wealth Management, LLC | 2,038 | $223.7K | 0.09% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 2,042 | $224.2K | 0.09% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 2,046 | $224.6K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,049 | $224.9K | 0.04% | +477+30.3% | Added |
| Bryn Mawr Trust Co | 2,055 | $225.6K | 0.01% | 00.0% | Unchanged |
| Guidance Capital, Inc | 2,264 | $225.9K | 0.05% | −33−1.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,267 | $228.4K | 0.00% | −127−5.3% | Reduced |
| Fiduciary Trust Co | 2,090 | $229.4K | 0.00% | +2,090 | New |
| Brown Advisory Inc | 2,101 | $230.6K | 0.00% | −301−12.5% | Reduced |
| Essex Savings Bank | 2,111 | $231.7K | 0.05% | −125−5.6% | Reduced |
| Innova Wealth Partners | 2,115 | $232.2K | 0.11% | −10−0.5% | Reduced |
| E&G Advisors, LP | 2,123 | $233.1K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,129 | $233.7K | 0.00% | +426+25.0% | Added |
| Oppenheimer Asset Management Inc. | 2,157 | $236.8K | 0.00% | −989−31.4% | Reduced |
| Toth Financial Advisory Corp | 2,171 | $238.3K | 0.03% | −4,000−64.8% | Reduced |
| Resources Investment Advisors, LLC. | 2,187 | $240.1K | 0.00% | −660−23.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,188 | $240.2K | 0.01% | −5,046−69.8% | Reduced |
| Cigna Investments Inc | 2,191 | $241.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,216 | $243.3K | 0.02% | +2,216 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,222 | $243.9K | 0.03% | +202+10.0% | Added |
| V-Square Quantitative Management LLC | 2,234 | $245.2K | 0.03% | −363−14.0% | Reduced |
| MBL Wealth, LLC | 2,246 | $246.6K | 0.02% | +2,246 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,251 | $247.1K | 0.07% | +2,251 | New |
| LMR Partners LLP | 2,273 | $249.5K | 0.00% | −73,213−97.0% | Reduced |
| Atomi Financial Group, Inc. | 2,297 | $252.2K | 0.01% | −388−14.5% | Reduced |
| ISAM Funds (UK) Ltd | 2,309 | $253.5K | 0.13% | −8,235−78.1% | Reduced |
| Virtus ETF Advisers LLC | 2,350 | $258.0K | 0.12% | +2,350 | New |
| Meeder Advisory Services, Inc. | 2,351 | $258.1K | 0.01% | +11+0.5% | Added |
| GenTrust, LLC | 2,385 | $261.8K | 0.01% | +2,385 | New |
| Washburn Capital Management, Inc. | 2,400 | $263.5K | 0.15% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 2,400 | $263.5K | 0.13% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,408 | $264.4K | 0.03% | +80+3.4% | Added |
| EJMK Ventures LLC | 2,414 | $265.0K | 0.15% | −1,071−30.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,420 | $265.7K | 0.01% | +780+47.6% | Added |
| Teza Capital Management LLC | 2,422 | $265.9K | 0.97% | +191+8.6% | Added |
| Storgate, LLC | 2,428 | $266.5K | 0.21% | 00.0% | Unchanged |
| PW Nova Financial Services LLC | 2,430 | $266.8K | 0.07% | +2,430 | New |
| Jackson Thornton Asset Management, LLC | 2,699 | $267.2K | 0.02% | +250+10.2% | Added |
| R Squared Ltd | 2,436 | $267.4K | 0.15% | +2,436 | New |
| Deseret Mutual Benefit Administrators | 2,476 | $271.8K | 0.09% | +842+51.5% | Added |
| Graham Capital Management, L.P. | 2,496 | $274.0K | 0.01% | −18,114−87.9% | Reduced |
| Clearstead Advisors, LLC | 2,525 | $277.2K | 0.00% | +26+1.0% | Added |
| WBI Investments | 2,549 | $279.8K | 0.08% | +2,549 | New |
| Millington Securities, LLC | 2,549 | $279.8K | 0.08% | +2,549 | New |
| Mraz, Amerine & Associates, Inc. | 2,601 | $285.5K | 0.04% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,604 | $285.9K | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,611 | $286.7K | 0.01% | +2,611 | New |
| Personal Cfo Solutions, LLC | 2,613 | $286.9K | 0.04% | +2,613 | New |
| Park Avenue Securities LLC | 2,668 | $293.0K | 0.00% | +455+20.6% | Added |
| Capital Performance Advisors LLP | 2,689 | $295.2K | 0.02% | +2,689 | New |
| Florida Financial Advisors, LLC | 2,689 | $295.6K | 0.07% | +530+24.5% | Added |
| Terril Brothers, Inc. | 2,700 | $296.4K | 0.08% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,727 | $299.4K | 0.00% | +2,727 | New |
| Brown Brothers Harriman & Co | 2,731 | $299.8K | 0.00% | +657+31.7% | Added |
| Bessemer Group Inc | 2,733 | $300.0K | 0.00% | +2,005+275.4% | Added |
| Ostrum Asset Management | 2,768 | $303.9K | 0.02% | +1,912+223.4% | Added |
| Evoke Wealth, LLC | 2,815 | $309.1K | 0.01% | +2,815 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,842 | $312.0K | 0.02% | −19,085−87.0% | Reduced |
| Meridian Wealth Advisors, LLC | 2,850 | $312.9K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,872 | $315.0K | 0.02% | +2,872 | New |
| Frank, Rimerman Advisors LLC | 2,889 | $317.2K | 0.02% | −185−6.0% | Reduced |
| Advyzon Investment Management, LLC | 2,963 | $325.3K | 0.03% | +2,963 | New |
| Douglass Winthrop Advisors, LLC | 2,975 | $326.6K | 0.01% | +225+8.2% | Added |
| Pickering Energy Partners LP | 3,000 | $329.3K | 0.67% | −4,300−58.9% | Reduced |
| Gruss & Co., LLC | 3,000 | $329.3K | 0.77% | +3,000 | New |
| Verition Fund Management LLC | 3,010 | $330.4K | 0.00% | −43,065−93.5% | Reduced |