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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 12,968 | $1.42M | 0.17% | +9,655+291.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,067 | $1.43M | 0.81% | +2,131+19.5% | Added |
| Cloverfields Capital Group, LP | 13,221 | $1.45M | 0.47% | +20.0% | Added |
| Persistent Asset Partners Ltd | 13,077 | $1.46M | 0.57% | +4,669+55.5% | Added |
| Encompass More Asset Management | 13,322 | $1.46M | 0.25% | +4,299+47.6% | Added |
| O'Shaughnessy Asset Management, LLC | 13,373 | $1.47M | 0.01% | +542+4.2% | Added |
| Lazard Asset Management LLC | 13,520 | $1.48M | 0.00% | +13,520 | New |
| Braun Stacey Associates Inc | 13,575 | $1.49M | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 13,590 | $1.49M | 0.01% | −1,018−7.0% | Reduced |
| Independent Advisor Alliance | 13,614 | $1.49M | 0.02% | −4,101−23.1% | Reduced |
| Stephens Inc | 13,617 | $1.49M | 0.02% | −202−1.5% | Reduced |
| Hartford Investment Management Co | 13,648 | $1.50M | 0.05% | −163−1.2% | Reduced |
| Glenorchy Capital Ltd | 13,719 | $1.51M | 0.81% | −10,529−43.4% | Reduced |
| McGowan Group Asset Management, Inc. | 13,871 | $1.52M | 0.19% | −10,202−42.4% | Reduced |
| DRW Securities, LLC | 14,295 | $1.57M | 0.09% | +14,295 | New |
| Mizuho Securities USA LLC | 14,398 | $1.58M | 0.04% | −2,944−17.0% | Reduced |
| Buckingham Strategic Partners | 14,466 | $1.59M | 0.02% | +8,230+132.0% | Added |
| US Bancorp | 14,605 | $1.60M | 0.00% | −822−5.3% | Reduced |
| Polianta Ltd | 14,700 | $1.61M | 0.21% | +14,700 | New |
| Pathstone Holdings, LLC | 14,836 | $1.63M | 0.01% | +237+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,931 | $1.64M | 0.00% | +763+5.4% | Added |
| Vontobel Holding Ltd. | 15,113 | $1.66M | 0.01% | +3,928+35.1% | Added |
| Vident Advisory, LLC | 15,303 | $1.68M | 0.01% | +313+2.1% | Added |
| Donoghue Forlines LLC | 15,335 | $1.68M | 0.47% | −4,306−21.9% | Reduced |
| Pinnacle Associates Ltd | 15,388 | $1.69M | 0.02% | +7,372+92.0% | Added |
| Nierenberg Investment Management Company, Inc. | 15,555 | $1.71M | 0.85% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15,841 | $1.74M | 0.01% | +1,284+8.8% | Added |
| The PNC Financial Services Group, Inc. | 16,029 | $1.76M | 0.00% | +614+4.0% | Added |
| Brighton Jones LLC | 16,056 | $1.76M | 0.04% | +16,056 | New |
| Summit Trail Advisors, LLC | 16,128 | $1.77M | 0.03% | +7,997+98.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 16,388 | $1.80M | 0.97% | −5,121−23.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,996 | $1.87M | 0.04% | +16,996 | New |
| McAlvany Wealth Management LLC | 16,745 | $1.87M | 1.26% | +1,206+7.8% | Added |
| Investment Management Corp of Ontario | 17,055 | $1.87M | 0.02% | −3,365−16.5% | Reduced |
| Arkadios Wealth Advisors | 17,478 | $1.92M | 0.03% | +1,242+7.6% | Added |
| CI Private Wealth, LLC | 18,025 | $1.97M | 0.00% | −2,080−10.3% | Reduced |
| Rockefeller Capital Management L.P. | 18,460 | $2.03M | 0.00% | +1,029+5.9% | Added |
| Gulf International Bank (UK) Ltd | 18,509 | $2.03M | 0.05% | +6,872+59.1% | Added |
| Uhlmann Price Securities, LLC | 18,911 | $2.08M | 0.14% | −645−3.3% | Reduced |
| IMC-Chicago, LLC | 18,932 | $2.08M | 0.03% | +18,932 | New |
| Oppenheimer & Co Inc | 19,102 | $2.10M | 0.03% | +6,016+46.0% | Added |
| Stanley-Laman Group, Ltd. | 19,142 | $2.10M | 0.26% | +1,416+8.0% | Added |
| Schonfeld Strategic Advisors LLC | 19,978 | $2.19M | 0.02% | −174,401−89.7% | Reduced |
| Manatuck Hill Partners, LLC | 20,000 | $2.20M | 0.72% | 00.0% | Unchanged |
| Norinchukin Bank, The | 20,051 | $2.20M | 0.03% | +22+0.1% | Added |
| Orca Wealth Management, LLC | 20,066 | $2.20M | 1.57% | +422+2.1% | Added |
| KBC Group NV | 20,252 | $2.22M | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19,847 | $2.25M | 0.00% | +17,112+625.7% | Added |
| Sanctuary Advisors, LLC | 20,612 | $2.26M | 0.01% | −1,608−7.2% | Reduced |
| Permanent Capital Management, LP | 22,396 | $2.29M | 0.36% | −1,449−6.1% | Reduced |
| D.A. Davidson & Co. | 21,535 | $2.36M | 0.01% | +13,772+177.4% | Added |
| CenterBook Partners LP | 21,682 | $2.38M | 0.13% | −2,928−11.9% | Reduced |
| Public Employees Retirement Association of Colorado | 21,707 | $2.38M | 0.01% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 21,802 | $2.39M | 0.04% | +21,802 | New |
| Bridgefront Capital, LLC | 21,888 | $2.40M | 0.60% | +11,871+118.5% | Added |
| Patton Fund Management, Inc. | 22,103 | $2.43M | 0.41% | −37,894−63.2% | Reduced |
| Mfg Wealth Management, Inc. | 22,121 | $2.43M | 2.01% | +1,148+5.5% | Added |
| Neo Ivy Capital Management | 22,389 | $2.46M | 0.65% | +21,722+3,256.7% | Added |
| Beck Capital Management, LLC | 22,576 | $2.48M | 0.57% | +6,066+36.7% | Added |
| Delta Global Management LP | 22,792 | $2.50M | 0.20% | +18,371+415.5% | Added |
| BW Gestao de Investimentos Ltda. | 22,992 | $2.52M | 0.11% | −123,708−84.3% | Reduced |
| Union Bancaire Privee, UBP SA | 25,568 | $2.56M | 0.05% | −3,362−11.6% | Reduced |
| SummitTX Capital, L.P. | 23,298 | $2.56M | 0.08% | +17,868+329.1% | Added |
| State of Alaska, Department of Revenue | 23,473 | $2.58M | 0.03% | −135−0.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 23,471 | $2.58M | 0.92% | +150+0.6% | Added |
| GAM Holding AG | 23,633 | $2.59M | 0.23% | −16,023−40.4% | Reduced |
| Carlson Capital L P | 23,734 | $2.61M | 1.03% | +23,734 | New |
| Retirement Planning Group | 24,372 | $2.68M | 0.08% | +24,372 | New |
| Atom Investors LP | 24,670 | $2.71M | 0.19% | +24,670 | New |
| Fifth Third Wealth Advisors LLC | 24,767 | $2.72M | 0.09% | +13,707+123.9% | Added |
| Aigen Investment Management, LP | 24,964 | $2.74M | 0.70% | +24,964 | New |
| TD Waterhouse Canada Inc. | 26,067 | $2.76M | 0.01% | +12,457+91.5% | Added |
| Yousif Capital Management, LLC | 25,207 | $2.77M | 0.03% | −901−3.5% | Reduced |
| Allstate Corp | 25,248 | $2.77M | 0.03% | +6,877+37.4% | Added |
| Clear Harbor Asset Management, LLC | 25,457 | $2.79M | 0.19% | +9,618+60.7% | Added |
| Jump Financial, LLC | 25,619 | $2.81M | 0.04% | +25,619 | New |
| Commonwealth Equity Services, LLC | 26,159 | $2.87M | 0.00% | −4,200−13.8% | Reduced |
| Brandes Investment Partners, LP | 26,303 | $2.89M | 0.02% | +3,176+13.7% | Added |
| Merit Financial Group, LLC | 26,313 | $2.89M | 0.02% | +4,136+18.6% | Added |
| UniSuper Management Pty Ltd | 26,540 | $2.91M | 0.02% | +1,043+4.1% | Added |
| Virtu Financial LLC | 26,650 | $2.93M | 0.12% | +26,650 | New |
| Two Sigma Securities, LLC | 26,800 | $2.94M | 0.34% | +12,567+88.3% | Added |
| Oregon Public Employees Retirement Fund | 27,295 | $3.00M | 0.04% | +79+0.3% | Added |
| CWM Advisors, LLC | 27,526 | $3.02M | 0.18% | +24,582+835.0% | Added |
| River Road Asset Management, LLC | 28,086 | $3.08M | 0.03% | −1,947−6.5% | Reduced |
| Vestcor Inc | 28,281 | $3.10M | 0.09% | +21,646+326.2% | Added |
| Tower Research Capital LLC (TRC) | 28,303 | $3.11M | 0.08% | +23,598+501.6% | Added |
| Jefferies Financial Group Inc. | 28,350 | $3.11M | 0.04% | +733+2.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,603 | $3.14M | 0.00% | −4,184−12.8% | Reduced |
| Hartree Partners, LP | 28,959 | $3.18M | 0.69% | −53,820−65.0% | Reduced |
| Zacks Investment Management | 29,823 | $3.27M | 0.03% | +1,343+4.7% | Added |
| Moran Wealth Management, LLC | 29,834 | $3.28M | 0.10% | +8,802+41.9% | Added |
| Nissay Asset Management Corp | 30,625 | $3.36M | 0.02% | +415+1.4% | Added |
| Capitolis Liquid Global Markets LLC | 30,902 | $3.39M | 0.02% | +30,902 | New |
| First Dallas Securities Inc. | 31,014 | $3.40M | 1.26% | +3,320+12.0% | Added |
| Swiss Life Asset Management Ltd | 31,371 | $3.44M | 0.02% | +5,481+21.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,560 | $3.46M | 0.03% | +693+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 32,158 | $3.53M | 0.02% | +11,137+53.0% | Added |
| Horizon Investments, LLC | 32,216 | $3.54M | 0.04% | +2,097+7.0% | Added |
| Mount Yale Investment Advisors, LLC | 32,473 | $3.56M | 0.08% | +28,653+750.1% | Added |