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 |
|---|---|---|---|---|---|
| 111 Capital | 6,180 | $678.4K | 0.17% | +6,180 | New |
| Tobam | 6,186 | $679.0K | 0.18% | +6,186 | New |
| DekaBank Deutsche Girozentrale | 6,122 | $683.0K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 6,255 | $686.7K | 0.11% | +700+12.6% | Added |
| Farther Finance Advisors, LLC | 6,483 | $687.4K | 0.01% | +2,038+45.8% | Added |
| Private Advisor Group, LLC | 6,287 | $690.1K | 0.00% | −2,587−29.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,311 | $692.8K | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 6,337 | $695.7K | 0.03% | +3,155+99.2% | Added |
| Securian Asset Management, Inc | 6,376 | $700.0K | 0.03% | −100−1.5% | Reduced |
| Principal Securities, Inc. | 6,419 | $704.7K | 0.01% | +3,228+101.2% | Added |
| Gamco Investors, Inc. Et Al | 6,467 | $709.9K | 0.01% | +84+1.3% | Added |
| Danske Bank A/S | 6,505 | $714.1K | 0.00% | +1,300+25.0% | Added |
| North Dakota State Investment Board | 6,572 | $721.5K | 0.03% | −947−12.6% | Reduced |
| MUFG Securities Americas Inc. | 6,590 | $723.5K | 0.05% | +174+2.7% | Added |
| Huber Capital Management LLC | 6,621 | $726.9K | 0.11% | −4,080−38.1% | Reduced |
| Metis Global Partners, LLC | 6,755 | $741.6K | 0.02% | −823−10.9% | Reduced |
| Silvant Capital Management LLC | 6,825 | $749.2K | 0.03% | −62−0.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,842 | $751.1K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 6,939 | $761.8K | 0.05% | +2,816+68.3% | Added |
| Omers Administration Corp | 6,956 | $763.6K | 0.00% | +2,408+52.9% | Added |
| WealthTrust Asset Management, LLC | 6,969 | $765.1K | 0.46% | −37−0.5% | Reduced |
| Sequent Asset Management, LLC | 6,984 | $766.7K | 0.37% | −3,000−30.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,192 | $789.6K | 0.02% | +3,180+79.3% | Added |
| MAI Capital Management | 7,261 | $797.1K | 0.00% | +6,607+1,010.2% | Added |
| Kestra Advisory Services, LLC | 7,310 | $802.5K | 0.00% | +1,060+17.0% | Added |
| Mediolanum International Funds Ltd | 7,215 | $804.1K | 0.01% | −1,310−15.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 7,360 | $808.0K | 0.03% | +1,350+22.5% | Added |
| ING Groep NV | 7,417 | $814.2K | 0.00% | −27,363−78.7% | Reduced |
| U S Global Investors Inc | 7,500 | $823.4K | 0.10% | +7,500 | New |
| Headlands Technologies LLC | 7,539 | $827.6K | 0.09% | +957+14.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,621 | $836.6K | 0.01% | +12+0.2% | Added |
| Independence Bank of Kentucky | 7,630 | $837.6K | 0.11% | −195−2.5% | Reduced |
| Sterling Capital Management LLC | 7,660 | $840.9K | 0.02% | −5,821−43.2% | Reduced |
| New Age Alpha Advisors, LLC | 7,667 | $841.7K | 0.04% | +7,667 | New |
| Envestnet Portfolio Solutions, Inc. | 7,826 | $859.2K | 0.00% | +2,594+49.6% | Added |
| Cidel Asset Management Inc | 7,865 | $863.4K | 0.05% | +427+5.7% | Added |
| Exchange Traded Concepts, LLC | 7,921 | $869.6K | 0.01% | +3,115+64.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,944 | $872.0K | 0.01% | −3,045−27.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 7,967 | $874.6K | 0.05% | +7,967 | New |
| Salem Investment Counselors Inc | 7,992 | $877.4K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,992 | $877.4K | 0.01% | +3,699+86.2% | Added |
| X-Square Capital, LLC | 8,027 | $881.0K | 0.30% | +264+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,055 | $884.3K | 0.03% | −661−7.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 8,080 | $887.0K | 0.34% | −2,529−23.8% | Reduced |
| Banco BTG Pactual S.A. | 8,096 | $888.8K | 0.17% | +8,096 | New |
| Hennessy Advisors Inc | 8,100 | $889.2K | 0.03% | +3,700+84.1% | Added |
| CWA Asset Management Group, LLC | 8,136 | $893.1K | 0.03% | +2,000+32.6% | Added |
| GWM Advisors LLC | 8,181 | $898.1K | 0.00% | +3,685+82.0% | Added |
| Oxford Asset Management LLP | 8,307 | $911.9K | 0.37% | +8,307 | New |
| Iron Financial, LLC | 8,307 | $911.9K | 0.40% | −284−3.3% | Reduced |
| Qtron Investments LLC | 8,356 | $917.3K | 0.12% | +2,942+54.3% | Added |
| Nicolet Bankshares Inc | 8,409 | $923.1K | 0.03% | +8,409 | New |
| We Are One Seven, LLC | 8,520 | $935.4K | 0.02% | −2,637−23.6% | Reduced |
| Waddell & Associates, LLC | 8,561 | $939.8K | 0.05% | +5,866+217.7% | Added |
| CSS LLC | 8,590 | $943.0K | 0.05% | +8,590 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,654 | $954.3K | 0.01% | −325−3.6% | Reduced |
| Saudi Central Bank | 8,791 | $965.1K | 0.02% | +8,791 | New |
| PKO Investment Management Joint-Stock Co | 8,800 | $966.1K | 0.08% | +3,900+79.6% | Added |
| SCP Investment, LP | 8,800 | $966.1K | 1.07% | +8,800 | New |
| Argos Wealth Advisors, LLC | 9,044 | $992.9K | 0.29% | −367−3.9% | Reduced |
| Spirit of America Management Corp | 9,050 | $993.5K | 0.20% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,075 | $996.3K | 0.02% | +9,075 | New |
| Baldwin Investment Management, LLC | 9,188 | $1.01M | 0.12% | +1,605+21.2% | Added |
| Beacon Pointe Advisors, LLC | 9,228 | $1.01M | 0.01% | −276−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $1.02M | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 9,296 | $1.02M | 0.21% | +4,215+83.0% | Added |
| Quadrant Capital Group LLC | 9,395 | $1.03M | 0.03% | −131−1.4% | Reduced |
| Bull Harbor Capital LLC | 9,481 | $1.04M | 0.28% | +9,481 | New |
| Doliver Advisors, LP | 9,550 | $1.05M | 0.24% | −239−2.4% | Reduced |
| Westwood Holdings Group Inc. | 9,607 | $1.05M | 0.01% | +4,048+72.8% | Added |
| Recurrent Investment Advisors LLC | 9,689 | $1.06M | 0.06% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 9,816 | $1.08M | 0.00% | +707+7.8% | Added |
| QRG Capital Management, Inc. | 10,234 | $1.12M | 0.01% | +2,554+33.3% | Added |
| M&T Bank Corp | 10,262 | $1.13M | 0.00% | −437−4.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,710 | $1.14M | 0.00% | +504+4.9% | Added |
| Guggenheim Capital LLC | 10,353 | $1.14M | 0.01% | +3,899+60.4% | Added |
| Gilder Gagnon Howe & Co LLC | 10,378 | $1.14M | 0.01% | −30−0.3% | Reduced |
| Blair William & Co | 10,423 | $1.14M | 0.00% | +5,786+124.8% | Added |
| CVA Family Office, LLC | 10,448 | $1.15M | 0.12% | +203+2.0% | Added |
| Interval Partners, LP | 10,495 | $1.15M | 0.04% | −22,345−68.0% | Reduced |
| Ami Asset Management Corp | 10,516 | $1.15M | 0.07% | −61−0.6% | Reduced |
| Confluence Investment Management LLC | 10,542 | $1.16M | 0.02% | +828+8.5% | Added |
| MML Investors Services, LLC | 10,629 | $1.17M | 0.00% | +3,117+41.5% | Added |
| Miracle Mile Advisors, LLC | 10,680 | $1.17M | 0.02% | −208−1.9% | Reduced |
| Davenport & Co LLC | 10,743 | $1.18M | 0.01% | −264−2.4% | Reduced |
| Prelude Capital Management, LLC | 10,822 | $1.19M | 0.09% | +3,535+48.5% | Added |
| Tokio Marine Asset Management Co Ltd | 10,835 | $1.19M | 0.04% | +1,038+10.6% | Added |
| Machina Capital S.A.S. | 10,866 | $1.19M | 0.23% | +2,080+23.7% | Added |
| New Mexico Educational Retirement Board | 10,900 | $1.20M | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 10,959 | $1.20M | 0.00% | +10,959 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,017 | $1.21M | 0.01% | +11,017 | New |
| Quattro Financial Advisors LLC | 11,158 | $1.22M | 0.37% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 11,182 | $1.23M | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,266 | $1.24M | 0.05% | +2,939+35.3% | Added |
| Integrated Wealth Concepts LLC | 11,837 | $1.30M | 0.01% | +11,837 | New |
| Caxton Associates LLP | 12,037 | $1.32M | 0.03% | +8,034+200.7% | Added |
| Louisiana State Employees Retirement System | 12,100 | $1.33M | 0.02% | −100−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,192 | $1.34M | 0.00% | +3,221+35.9% | Added |
| NBC Securities, Inc. | 12,197 | $1.34M | 0.10% | +1,140+10.3% | Added |
| Fox Run Management, L.L.C. | 12,365 | $1.38M | 0.24% | +56+0.5% | Added |