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 |
|---|---|---|---|---|---|
| Davidson Investment Advisors | 81,025 | $8.89M | 0.38% | +81,025 | New |
| Stifel Financial Corp | 81,340 | $8.93M | 0.01% | +3,511+4.5% | Added |
| State of New Jersey Common Pension Fund D | 81,395 | $8.94M | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 82,310 | $9.04M | 0.16% | +40,423+96.5% | Added |
| Alta Fundamental Advisers LLC | 82,960 | $9.11M | 3.58% | 00.0% | Unchanged |
| Creative Planning | 83,158 | $9.13M | 0.01% | +31,604+61.3% | Added |
| National Bank of Canada | 83,907 | $9.21M | 0.01% | −29,222−25.8% | Reduced |
| State of Tennessee, Treasury Department | 84,137 | $9.24M | 0.03% | +7,584+9.9% | Added |
| Campbell & CO Investment Adviser LLC | 84,745 | $9.30M | 0.53% | +74,412+720.1% | Added |
| Lonestar Capital Management LLC | 85,000 | $9.33M | 5.02% | +10,000+13.3% | Added |
| KLP Kapitalforvaltning AS | 87,032 | $9.55M | 0.04% | +7,000+8.7% | Added |
| Viking Fund Management LLC | 88,000 | $9.66M | 0.99% | +58,000+193.3% | Added |
| Nomura Asset Management Co Ltd | 88,684 | $9.74M | 0.03% | +5,832+7.0% | Added |
| Cobalt Capital Management, Inc. | 89,800 | $9.86M | 5.52% | −30,200−25.2% | Reduced |
| Tema ETFs LLC | 91,592 | $10.1M | 0.68% | +52,163+132.3% | Added |
| Pictet Asset Management Holding SA | 92,638 | $10.2M | 0.01% | +6,273+7.3% | Added |
| Summit Financial, LLC | 94,434 | $10.4M | 0.13% | −1,812−1.9% | Reduced |
| Mutual of America Capital Management LLC | 94,560 | $10.4M | 0.12% | +1,255+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 95,571 | $10.5M | 0.01% | +95,571 | New |
| Treasurer of the State of North Carolina | 97,351 | $10.7M | 0.03% | +2,071+2.2% | Added |
| Royal London Asset Management Ltd | 97,353 | $10.7M | 0.02% | +2,110+2.2% | Added |
| Parallax Volatility Advisers, L.P. | 115,537 | $10.9M | 0.48% | +27,442+31.2% | Added |
| Asset Management One Co.,Ltd. | 100,536 | $11.0M | 0.03% | +2,822+2.9% | Added |
| Ensign Peak Advisors, Inc | 100,758 | $11.1M | 0.02% | −7,441−6.9% | Reduced |
| CIBC Asset Management Inc | 101,568 | $11.2M | 0.03% | +16,444+19.3% | Added |
| CWM, LLC | 103,062 | $11.3M | 0.03% | +61,043+145.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 103,600 | $11.4M | 0.02% | +93,548+930.6% | Added |
| Allianz Asset Management GmbH | 106,463 | $11.7M | 0.01% | +58,101+120.1% | Added |
| Resona Asset Management Co.,Ltd. | 106,994 | $11.8M | 0.06% | +2,587+2.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 107,496 | $11.8M | 0.02% | −4,859−4.3% | Reduced |
| LPL Financial LLC | 107,846 | $11.8M | 0.00% | +19,693+22.3% | Added |
| Brooklands Fund Management Ltd | 109,026 | $12.0M | 15.75% | +109,026 | New |
| Rafferty Asset Management, LLC | 110,364 | $12.1M | 0.05% | +24,330+28.3% | Added |
| Vanguard Investments Australia, Ltd. | 110,782 | $12.2M | 0.04% | +110,782 | New |
| New York State Common Retirement Fund | 111,426 | $12.2M | 0.02% | +11,242+11.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 111,757 | $12.3M | 0.23% | +51,584+85.7% | Added |
| Oceanic Investment Management LTD | 112,127 | $12.3M | 10.47% | +59,005+111.1% | Added |
| Picton Mahoney Asset Management | 112,742 | $12.4M | 0.13% | +38,508+51.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 117,334 | $12.9M | 0.04% | −3,429−2.8% | Reduced |
| Hiddenite Capital Partners LP | 120,000 | $13.2M | 7.69% | +120,000 | New |
| Assenagon Asset Management S.A. | 120,458 | $13.2M | 0.02% | −1,522,321−92.7% | Reduced |
| Mudita Advisors LLP | 123,700 | $13.6M | 2.77% | +8,600+7.5% | Added |
| Trexquant Investment LP | 126,275 | $13.9M | 0.10% | +85,311+208.3% | Added |
| Janney Montgomery Scott LLC | 131,017 | $14.4M | 0.04% | +110,892+551.0% | Added |
| Slate Path Capital LP | 133,555 | $14.7M | 0.22% | −1,433,959−91.5% | Reduced |
| Hodges Capital Management Inc. | 134,062 | $14.7M | 1.22% | +18,980+16.5% | Added |
| Teachers Retirement System of the State of Kentucky | 135,934 | $14.9M | 0.12% | −34,767−20.4% | Reduced |
| Quantinno Capital Management LP | 136,068 | $14.9M | 0.02% | +44,555+48.7% | Added |
| Tortoise Capital Advisors, L.L.C. | 143,176 | $15.7M | 0.16% | −127,844−47.2% | Reduced |
| Himension Fund | 143,705 | $15.8M | 1.21% | +143,705 | New |
| Colony Group, LLC | 144,000 | $15.8M | 0.02% | +24,055+20.1% | Added |
| Mariner, LLC | 145,093 | $15.9M | 0.02% | +101,135+230.1% | Added |
| Ieq Capital, LLC | 146,256 | $16.1M | 0.07% | +123,366+539.0% | Added |
| CSM Advisors, LLC | 146,730 | $16.1M | 0.40% | −22,838−13.5% | Reduced |
| Incision Capital Management LP | 150,000 | $16.5M | 18.18% | +150,000 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 162,200 | $17.8M | 0.05% | −36,800−18.5% | Reduced |
| Hamilton Capital Partners Inc. | 162,996 | $17.9M | 0.60% | +50,035+44.3% | Added |
| Nomura Holdings Inc | 168,932 | $18.5M | 0.15% | +75,645+81.1% | Added |
| New York State Teachers Retirement System | 169,544 | $18.6M | 0.04% | +24,109+16.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 169,785 | $18.6M | 0.05% | +19,464+12.9% | Added |
| Hancock Prospecting Pty Ltd | 171,804 | $18.9M | 0.57% | 00.0% | Unchanged |
| TD Asset Management Inc | 171,952 | $18.9M | 0.02% | −1,123,047−86.7% | Reduced |
| Ceredex Value Advisors LLC | 172,354 | $18.9M | 0.60% | −11,139−6.1% | Reduced |
| Empowered Funds, LLC | 177,931 | $19.5M | 0.12% | +177,931 | New |
| STRS Ohio | 180,239 | $19.8M | 0.08% | −80.0% | Reduced |
| Standard Life Aberdeen plc | 180,486 | $19.8M | 0.03% | +26,738+17.4% | Added |
| Envestnet Asset Management Inc | 183,016 | $20.1M | 0.01% | +37,605+25.9% | Added |
| Capital Fund Management S.A. | 189,637 | $20.8M | 0.19% | +189,637 | New |
| Aviva PLC | 190,134 | $20.9M | 0.04% | +6,096+3.3% | Added |
| Engineers Gate Manager LP | 190,320 | $20.9M | 0.26% | +190,320 | New |
| CIBC World Markets Inc. | 194,605 | $21.4M | 0.04% | +4,729+2.5% | Added |
| Levin Capital Strategies, L.P. | 195,256 | $21.4M | 1.63% | −20,170−9.4% | Reduced |
| Palo Duro Investment Partners, LP | 195,942 | $21.5M | 4.18% | +195,942 | New |
| Pennant Investors, LP | 196,000 | $21.5M | 5.96% | −20,200−9.3% | Reduced |
| State Board of Administration of Florida Retirement System | 197,814 | $21.7M | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 200,808 | $22.0M | 0.01% | −21,487−9.7% | Reduced |
| Macquarie Group Ltd | 209,745 | $23.0M | 0.14% | +22,043+11.7% | Added |
| Schroder Investment Management Group | 217,983 | $23.9M | 0.02% | +177,080+432.9% | Added |
| Korea Investment CORP | 220,207 | $24.2M | 0.05% | −39,144−15.1% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 225,860 | $24.8M | 1.33% | +60,492+36.6% | Added |
| Van Eck Associates Corp | 238,024 | $26.1M | 0.02% | +9,030+3.9% | Added |
| Quadrature Capital Ltd | 238,683 | $26.2M | 0.31% | +238,683 | New |
| Toroso Investments, LLC | 240,285 | $26.6M | 0.08% | +219,187+1,038.9% | Added |
| King Luther Capital Management Corp | 242,468 | $26.6M | 0.11% | +2,861+1.2% | Added |
| State of Wisconsin Investment Board | 246,069 | $27.0M | 0.06% | −11,242−4.4% | Reduced |
| Holowesko Partners Ltd. | 250,000 | $27.4M | 7.69% | +122,600+96.2% | Added |
| SEI Investments Co | 251,984 | $27.7M | 0.03% | +117,163+86.9% | Added |
| Manufacturers Life Insurance Company, The | 257,935 | $28.3M | 0.02% | +9,477+3.8% | Added |
| Virginia Retirement Systems Et Al | 261,100 | $28.7M | 0.21% | +109,500+72.2% | Added |
| Alliancebernstein L.P. | 259,780 | $28.7M | 0.01% | −63,927−19.7% | Reduced |
| Kempen Capital Management N.V. | 264,406 | $29.0M | 0.25% | +62,104+30.7% | Added |
| California State Teachers Retirement System | 276,666 | $30.4M | 0.03% | −6,789−2.4% | Reduced |
| Two Sigma Investments, LP | 294,803 | $32.4M | 0.03% | −796,511−73.0% | Reduced |
| Citigroup Inc | 308,392 | $33.9M | 0.02% | +24,699+8.7% | Added |
| LSP Investment Advisors, LLC | 319,717 | $35.1M | 25.49% | −190,000−37.3% | Reduced |
| Erste Asset Management GmbH | 320,761 | $35.7M | 0.33% | +320,000+42,049.9% | Added |
| Renaissance Technologies LLC | 325,762 | $35.8M | 0.06% | +325,762 | New |
| Pinebridge Investments LLC | 329,041 | $36.1M | 0.30% | +322,459+4,899.1% | Added |
| Russell Investments Group, Ltd. | 329,666 | $36.2M | 0.04% | −10,331−3.0% | Reduced |
| Primecap Management Co | 330,947 | $36.3M | 0.03% | 00.0% | Unchanged |