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 |
|---|---|---|---|---|---|
| Chickasaw Capital Management LLC | 3,034 | $333.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,063 | $336.3K | 0.00% | +42+1.4% | Added |
| QTR Family Wealth, LLC | 3,548 | $339.5K | 0.14% | +3,548 | New |
| William Blair Investment Management, LLC | 3,154 | $346.2K | 0.00% | +81+2.6% | Added |
| Parcion Private Wealth LLC | 3,156 | $346.5K | 0.02% | +3,156 | New |
| Lido Advisors, LLC | 3,191 | $350.4K | 0.00% | +3,191 | New |
| Greenleaf Trust | 3,210 | $352.4K | 0.00% | −393−10.9% | Reduced |
| Jennison Associates LLC | 3,222 | $353.7K | 0.00% | −889,713−99.6% | Reduced |
| Hardin Capital Partners, LLC | 3,244 | $356.1K | 0.17% | −248−7.1% | Reduced |
| Oliver Luxxe Assets LLC | 3,255 | $357.3K | 0.05% | −51−1.5% | Reduced |
| VestGen Advisors, LLC | 3,752 | $361.8K | 0.01% | +3,752 | New |
| Aubrey Capital Management Ltd | 3,300 | $362.2K | 0.19% | +3,300 | New |
| Wealthcare Advisory Partners LLC | 3,325 | $365.0K | 0.01% | −32−1.0% | Reduced |
| Manning & Napier Advisors LLC | 3,283 | $365.9K | 0.01% | +3,283 | New |
| Corsair Capital Management, L.P. | 3,362 | $369.1K | 0.05% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,365 | $369.4K | 0.00% | +81+2.5% | Added |
| Montgomery Investment Management Inc | 3,390 | $372.2K | 0.13% | +450+15.3% | Added |
| Savvy Advisors, Inc. | 3,402 | $373.5K | 0.01% | +597+21.3% | Added |
| Moors & Cabot, Inc. | 3,404 | $373.7K | 0.02% | +1,200+54.4% | Added |
| Savant Capital, LLC | 3,404 | $373.7K | 0.00% | +243+7.7% | Added |
| Vanguard National Trust Co | 3,435 | $377.1K | 0.02% | +3,435 | New |
| Ritholtz Wealth Management | 3,466 | $380.5K | 0.01% | +547+18.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,469 | $380.8K | 0.25% | +3,469 | New |
| Cim Investment Mangement Inc | 3,482 | $382.3K | 0.10% | +1,292+59.0% | Added |
| Advisors Asset Management, Inc. | 3,492 | $383.4K | 0.01% | +2,131+156.6% | Added |
| Wealth Science Advisors LLC | 3,489 | $385.0K | 0.22% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,553 | $390.0K | 0.00% | −4,328−54.9% | Reduced |
| Apollon Wealth Management, LLC | 3,598 | $395.0K | 0.01% | +772+27.3% | Added |
| Cooper Financial Group | 3,651 | $400.8K | 0.04% | +3,651 | New |
| Daymark Wealth Partners, LLC | 3,680 | $403.9K | 0.01% | +3,680 | New |
| Deltec Asset Management LLC | 3,718 | $408.2K | 0.07% | +3,718 | New |
| RSM US Wealth Management LLC | 3,740 | $410.6K | 0.01% | −148−3.8% | Reduced |
| United Capital Financial Advisers, LLC | 3,751 | $411.8K | 0.00% | +3,751 | New |
| Norden Group LLC | 3,767 | $413.5K | 0.04% | −537−12.5% | Reduced |
| SevenBridge Financial Group, LLC | 4,298 | $414.2K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,800 | $417.0K | 0.00% | +3,800 | New |
| Bokf, NA | 3,800 | $417.2K | 0.01% | −128,958−97.1% | Reduced |
| Bridgewater Advisors Inc. | 5,583 | $421.3K | 0.03% | −311−5.3% | Reduced |
| Laird Norton Trust Company, LLC | 3,842 | $421.8K | 0.01% | −18−0.5% | Reduced |
| Atria Investments LLC | 3,846 | $422.2K | 0.00% | −327−7.8% | Reduced |
| Transcend Wealth Collective, LLC | 3,907 | $428.9K | 0.03% | +663+20.4% | Added |
| Pallas Capital Advisors LLC | 3,913 | $429.6K | 0.02% | −332−7.8% | Reduced |
| Oxbow Advisors, LLC | 3,917 | $430.0K | 0.04% | −91−2.3% | Reduced |
| Mirabella Financial Services LLP | 4,034 | $442.9K | 0.04% | +2,115+110.2% | Added |
| Evolve Private Wealth, LLC | 4,073 | $447.1K | 0.02% | +1,181+40.8% | Added |
| Oslo Pensjonsforsikring AS | 4,086 | $448.6K | 0.07% | +4,086 | New |
| Steel Peak Wealth Management LLC | 4,166 | $457.3K | 0.01% | −25−0.6% | Reduced |
| Citizens Financial Group Inc | 4,190 | $460.0K | 0.01% | +4,190 | New |
| Advisory Services Network, LLC | 4,201 | $461.1K | 0.01% | −326−7.2% | Reduced |
| Sentinus, LLC | 4,244 | $465.9K | 0.04% | +4,244 | New |
| Westpac Banking Corp | 4,304 | $472.5K | 0.03% | +4,304 | New |
| Perpetual Ltd | 4,304 | $472.5K | 0.01% | +4,304 | New |
| Skopos Labs, Inc. | 4,348 | $477.3K | 0.01% | +1,005+30.1% | Added |
| Ethic Inc. | 4,362 | $478.9K | 0.01% | −1,210−21.7% | Reduced |
| Inceptionr LLC | 4,399 | $482.9K | 0.12% | +4,399 | New |
| Occudo Quantitative Strategies LP | 4,761 | $486.3K | 0.03% | +4,761 | New |
| Glenmede Trust Co NA | 4,453 | $488.8K | 0.00% | +1,697+61.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,478 | $491.6K | 0.00% | −1,099−19.7% | Reduced |
| New Wave Wealth Advisors LLC | 4,514 | $495.5K | 0.17% | +206+4.8% | Added |
| Warren Averett Asset Management, LLC | 4,521 | $496.4K | 0.00% | +1,896+72.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,956 | $499.8K | 0.02% | −163−5.2% | Reduced |
| Callan Family Office, LLC | 4,595 | $504.5K | 0.01% | −3,011−39.6% | Reduced |
| Alps Advisors Inc | 4,630 | $508.3K | 0.00% | +4,630 | New |
| Mangrove Partners | 4,636 | $508.9K | 0.04% | +4,636 | New |
| Evergreen Capital Management LLC | 4,781 | $524.9K | 0.01% | −75−1.5% | Reduced |
| Simmons Bank | 4,783 | $525.1K | 0.04% | +653+15.8% | Added |
| Northwest & Ethical Investments L.P. | 5,089 | $527.0K | 0.01% | +1,800+54.7% | Added |
| Philip James Wealth Mangement, LLC | 4,820 | $529.1K | 0.06% | −26−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,829 | $530.1K | 0.01% | +483+11.1% | Added |
| Hara Capital LLC | 4,920 | $540.1K | 0.27% | +1,875+61.6% | Added |
| Americana Partners, LLC | 4,924 | $540.6K | 0.01% | +1,400+39.7% | Added |
| Rothschild Investment LLC | 4,924 | $540.6K | 0.03% | +2,525+105.3% | Added |
| EverSource Wealth Advisors, LLC | 4,927 | $540.9K | 0.02% | +2,337+90.2% | Added |
| Miller Global Investments, LLC | 4,972 | $545.8K | 0.50% | −92−1.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,993 | $548.1K | 0.16% | −232−4.4% | Reduced |
| Twin Capital Management Inc | 5,088 | $558.6K | 0.07% | +5,088 | New |
| Central Trust Co | 5,146 | $564.9K | 0.01% | −144−2.7% | Reduced |
| Wexford Capital LP | 5,148 | $565.1K | 0.09% | +2,288+80.0% | Added |
| State of Wyoming | 5,161 | $566.6K | 0.07% | −2,099−28.9% | Reduced |
| Wedmont Private Capital | 5,668 | $567.9K | 0.02% | −238−4.0% | Reduced |
| Sciencast Management LP | 5,189 | $569.6K | 0.07% | +5,189 | New |
| Marathon Capital Management | 5,251 | $576.5K | 0.13% | −6,660−55.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,272 | $578.8K | 0.00% | −840−13.7% | Reduced |
| Pitcairn Wealth Advisors LLC | 5,275 | $582.1K | 0.05% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,996 | $583.8K | 0.02% | +5,996 | New |
| Federated Hermes, Inc. | 5,408 | $593.7K | 0.00% | +3,341+161.6% | Added |
| Mattson Financial Services, LLC | 5,425 | $595.6K | 0.14% | +2,170+66.7% | Added |
| Wahed Invest LLC | 5,465 | $599.9K | 0.08% | −520−8.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,277 | $604.8K | 0.01% | +6,277 | New |
| Baker Avenue Asset Management, LP | 5,592 | $613.9K | 0.01% | +5,592 | New |
| Sequoia Financial Advisors, LLC | 5,643 | $619.5K | 0.00% | +2,281+67.8% | Added |
| Truist Financial Corp | 5,646 | $619.8K | 0.00% | −9,678−63.2% | Reduced |
| GAMMA Investing LLC | 5,670 | $622.5K | 0.03% | +1,375+32.0% | Added |
| Centiva Capital, LP | 5,706 | $626.4K | 0.03% | −574−9.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,783 | $634.9K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,855 | $642.8K | 0.01% | −246−4.0% | Reduced |
| Allworth Financial LP | 5,906 | $648.3K | 0.00% | +2,603+78.8% | Added |
| Vestmark Advisory Solutions, Inc. | 5,914 | $649.3K | 0.01% | +2,207+59.5% | Added |
| NorthCrest Asset Manangement, LLC | 6,387 | $663.5K | 0.02% | +3,228+102.2% | Added |
| Mount Lucas Management LP | 6,049 | $664.1K | 0.25% | +6,049 | New |