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 |
|---|---|---|---|---|---|
| Clough Capital Partners L P | 341,456 | $37.5M | 3.62% | +116,741+52.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 344,003 | $37.8M | 0.08% | +178,441+107.8% | Added |
| Great Lakes Advisors, LLC | 346,859 | $38.1M | 0.32% | +36,127+11.6% | Added |
| Mackenzie Financial Corp | 348,751 | $38.3M | 0.05% | −146,086−29.5% | Reduced |
| HITE Hedge Asset Management LLC | 351,394 | $38.6M | 2.18% | +318,338+963.0% | Added |
| Deprince Race & Zollo Inc | 372,833 | $40.9M | 0.77% | −1,770−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 374,522 | $41.1M | 0.61% | +317,726+559.4% | Added |
| Worldquant Millennium Advisors LLC | 385,934 | $42.4M | 0.16% | +385,934 | New |
| Janus Henderson Group PLC | 391,303 | $43.0M | 0.02% | −101,455−20.6% | Reduced |
| Freestone Grove Partners LP | 393,068 | $43.2M | 0.31% | +296,374+306.5% | Added |
| Tudor Investment Corp Et Al | 408,643 | $44.9M | 0.24% | +360,845+754.9% | Added |
| Gotham Asset Management, LLC | 410,493 | $45.1M | 0.14% | −126,282−23.5% | Reduced |
| Schwartz Investment Counsel Inc | 410,720 | $45.1M | 1.60% | +40,300+10.9% | Added |
| SIR Capital Management, L.P. | 410,733 | $45.1M | 4.21% | +291,133+243.4% | Added |
| Royal Bank of Canada | 413,927 | $45.4M | 0.01% | +94,767+29.7% | Added |
| Rhumbline Advisers | 420,409 | $46.2M | 0.04% | +3,772+0.9% | Added |
| California Public Employees Retirement System | 423,523 | $46.5M | 0.03% | +6,603+1.6% | Added |
| Retirement Systems of Alabama | 424,277 | $46.6M | 0.16% | −900.0% | Reduced |
| Merewether Investment Management, LP | 431,690 | $47.4M | 0.92% | −897,385−67.5% | Reduced |
| Gemsstock Limited | 437,900 | $48.1M | 5.07% | +37,400+9.3% | Added |
| Wellington Management Group LLP | 440,306 | $48.3M | 0.01% | −2,068,955−82.5% | Reduced |
| Vanguard Asset Management, Ltd | 441,099 | $48.4M | 0.04% | +441,099 | New |
| Squarepoint Ops LLC | 443,562 | $48.7M | 0.10% | +437,215+6,888.5% | Added |
| Jane Street Group, LLC | 448,866 | $49.3M | 0.05% | +266,996+146.8% | Added |
| Thompson Siegel & Walmsley LLC | 462,207 | $50.7M | 0.90% | +89,315+24.0% | Added |
| Marshall Wace, LLP | 467,870 | $51.4M | 0.05% | +453,850+3,237.2% | Added |
| Raymond James Financial Inc | 490,288 | $53.8M | 0.02% | −175,503−26.4% | Reduced |
| Clearbridge Investments, LLC | 502,775 | $55.2M | 0.05% | +58,554+13.2% | Added |
| BNP Paribas Arbitrage, SA | 504,307 | $55.4M | 0.04% | +120,513+31.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 507,080 | $55.7M | 0.04% | −8,348−1.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 517,420 | $57.1M | 0.17% | +2,509+0.5% | Added |
| Vanguard Global Advisers, LLC | 523,381 | $57.5M | 0.03% | +523,381 | New |
| Barclays PLC | 530,857 | $58.3M | 0.02% | +45,052+9.3% | Added |
| SG Americas Securities, LLC | 553,079 | $60.7M | 0.07% | +384,447+228.0% | Added |
| National Pension Service | 568,958 | $62.5M | 0.05% | +233,008+69.4% | Added |
| JPMorgan Chase & Co | 571,877 | $63.7M | 0.00% | −28,232−4.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 610,437 | $67.0M | 0.04% | +49,715+8.9% | Added |
| Nuveen, LLC | 617,927 | $67.8M | 0.02% | +16,409+2.7% | Added |
| Balyasny Asset Management LLC | 655,927 | $72.0M | 0.14% | +160,824+32.5% | Added |
| Wells Fargo & Company | 660,682 | $72.5M | 0.01% | +66,940+11.3% | Added |
| D. E. Shaw & Co., Inc. | 697,761 | $76.6M | 0.06% | +569,369+443.5% | Added |
| Swiss National Bank | 699,056 | $76.7M | 0.04% | +46,500+7.1% | Added |
| Adage Capital Partners GP, L.L.C. | 708,400 | $77.8M | 0.12% | +338,400+91.5% | Added |
| Nomura Asset Management International Inc. | 716,553 | $78.7M | 0.13% | +84,329+13.3% | Added |
| Neuberger Berman Group LLC | 729,003 | $80.1M | 0.06% | +53,261+7.9% | Added |
| Sagefield Capital LP | 747,987 | $82.1M | 5.91% | +14,877+2.0% | Added |
| Stephens Investment Management Group LLC | 759,101 | $83.3M | 1.14% | −2,810−0.4% | Reduced |
| First Trust Advisors LP | 776,111 | $85.2M | 0.06% | +406,535+110.0% | Added |
| Kopernik Global Investors, LLC | 813,632 | $89.3M | 6.24% | +132,053+19.4% | Added |
| Artemis Investment Management LLP | 847,938 | $93.1M | 0.99% | +847,938 | New |
| Rokos Capital Management LLP | 862,568 | $94.7M | 1.68% | 00.0% | Unchanged |
| HSBC Holdings PLC | 941,165 | $103.4M | 0.06% | +582,900+162.7% | Added |
| Amundi | 952,414 | $104.6M | 0.03% | +38,002+4.2% | Added |
| Pacer Advisors, Inc. | 970,691 | $106.6M | 0.31% | +951,929+5,073.7% | Added |
| Principal Financial Group Inc | 981,525 | $107.8M | 0.06% | −11,637−1.2% | Reduced |
| Los Angeles Capital Management LLC | 984,582 | $108.1M | 0.43% | +951,480+2,874.4% | Added |
| Prudential Financial Inc | 999,411 | $109.7M | 0.14% | −3,205−0.3% | Reduced |
| Deutsche Bank AG | 1,018,114 | $111.8M | 0.04% | −534,345−34.4% | Reduced |
| Legal & General Group Plc | 1,054,267 | $115.7M | 0.03% | +7,345+0.7% | Added |
| Thrivent Financial for Lutherans | 1,080,350 | $118.6M | 0.23% | −443,746−29.1% | Reduced |
| Canoe Financial LP | 1,093,436 | $121.2M | 1.65% | +1,011,432+1,233.4% | Added |
| Man Group plc | 1,162,807 | $127.7M | 0.26% | +967,645+495.8% | Added |
| American Century Companies Inc | 1,189,108 | $130.5M | 0.07% | +370,430+45.2% | Added |
| Vanguard Fiduciary Trust Co | 1,340,755 | $147.2M | 0.04% | +1,340,755 | New |
| Ameriprise Financial Inc | 1,354,488 | $149.3M | 0.03% | −196,807−12.7% | Reduced |
| UBS Group AG | 1,368,633 | $150.2M | 0.03% | +375,774+37.8% | Added |
| Lord, Abbett & Co. LLC | 1,440,850 | $158.2M | 0.52% | −3,901−0.3% | Reduced |
| Altshuler Shaham Ltd | 1,479,000 | $162.4M | 2.96% | −237,853−13.9% | Reduced |
| Citadel Advisors LLC | 1,504,699 | $165.2M | 0.12% | +48,025+3.3% | Added |
| Point72 Asset Management, L.P. | 1,519,602 | $166.8M | 0.29% | +1,354,453+820.1% | Added |
| Millennium Management LLC | 1,655,635 | $181.8M | 0.14% | +814,298+96.8% | Added |
| Charles Schwab Investment Management Inc | 1,719,226 | $188.7M | 0.03% | +30,432+1.8% | Added |
| Phoenix Holdings Ltd. | 1,790,470 | $196.6M | 1.86% | +434,000+32.0% | Added |
| Bank of America Corp | 1,921,098 | $210.9M | 0.02% | +173,503+9.9% | Added |
| Voya Investment Management LLC | 1,929,445 | $211.5M | 0.22% | +275,046+16.6% | Added |
| Northern Trust Corp | 1,958,866 | $215.0M | 0.03% | +1,438+0.1% | Added |
| Glendon Capital Management LP | 2,019,894 | $221.6M | 27.52% | +11,380+0.6% | Added |
| FMR LLC | 2,038,987 | $223.8M | 0.01% | −112,236−5.2% | Reduced |
| Goldman Sachs Group Inc | 2,307,091 | $253.3M | 0.03% | +462,192+25.1% | Added |
| Disciplined Growth Investors Inc | 2,373,302 | $260.5M | 5.33% | −176,577−6.9% | Reduced |
| Dimensional Fund Advisors LP | 2,466,772 | $270.8M | 0.06% | +166,407+7.2% | Added |
| Qube Research & Technologies Ltd | 2,656,195 | $291.6M | 0.41% | +1,745,022+191.5% | Added |
| UBS Asset Management Americas Inc | 2,770,654 | $304.2M | 0.06% | +57,451+2.1% | Added |
| CIBC Bancorp USA Inc. | 2,793,349 | $306.7M | 0.41% | +2,793,349 | New |
| Morgan Stanley | 3,315,573 | $364.0M | 0.02% | +132,396+4.2% | Added |
| Price T Rowe Associates Inc | 3,719,035 | $408.3M | 0.05% | −5,951,130−61.5% | Reduced |
| Massachusetts Financial Services Co | 3,725,907 | $409.0M | 0.14% | −124,635−3.2% | Reduced |
| AQR Capital Management LLC | 3,854,203 | $423.1M | 0.19% | +3,051,921+380.4% | Added |
| Bank of New York Mellon Corp | 4,498,905 | $493.9M | 0.09% | +2,188,422+94.7% | Added |
| Victory Capital Management Inc | 4,760,749 | $522.6M | 0.34% | +1,474,388+44.9% | Added |
| Invesco Ltd. | 4,918,926 | $540.0M | 0.05% | +821,934+20.1% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 5,237,477 | $575.0M | 9.74% | +175,114+3.5% | Added |
| Capital World Investors | 6,211,571 | $681.9M | 0.09% | +6,211,571 | New |
| Geode Capital Management, LLC | 6,622,393 | $724.4M | 0.05% | +200,964+3.1% | Added |
| Capital Research Global Investors | 6,798,764 | $746.4M | 0.12% | −14,452,519−68.0% | Reduced |
| Vanguard Portfolio Management LLC | 11,357,437 | $1.25B | 0.07% | +11,357,437 | New |
| State Street Corp | 14,494,558 | $1.59B | 0.05% | +1,342,233+10.2% | Added |
| Vanguard Capital Management LLC | 15,547,494 | $1.71B | 0.04% | +15,547,494 | New |
| BlackRock, Inc. | 18,637,479 | $2.05B | 0.04% | +461,641+2.5% | Added |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −2,844,653−100.0% | Sold out |