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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 12,197 | $1.34M | 0.10% | +1,140+10.3% | Added |
| Federation des caisses Desjardins du Quebec | 12,192 | $1.34M | 0.00% | +3,221+35.9% | Added |
| Louisiana State Employees Retirement System | 12,100 | $1.33M | 0.02% | −100−0.8% | Reduced |
| Caxton Associates LLP | 12,037 | $1.32M | 0.03% | +8,034+200.7% | Added |
| Integrated Wealth Concepts LLC | 11,837 | $1.30M | 0.01% | +11,837 | New |
| Profund Advisors LLC | 11,266 | $1.24M | 0.05% | +2,939+35.3% | Added |
| Maryland State Retirement & Pension System | 11,182 | $1.23M | 0.02% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 11,158 | $1.22M | 0.37% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,017 | $1.21M | 0.01% | +11,017 | New |
| Panagora Asset Management Inc | 10,959 | $1.20M | 0.00% | +10,959 | New |
| New Mexico Educational Retirement Board | 10,900 | $1.20M | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 10,866 | $1.19M | 0.23% | +2,080+23.7% | Added |
| Tokio Marine Asset Management Co Ltd | 10,835 | $1.19M | 0.04% | +1,038+10.6% | Added |
| Prelude Capital Management, LLC | 10,822 | $1.19M | 0.09% | +3,535+48.5% | Added |
| Davenport & Co LLC | 10,743 | $1.18M | 0.01% | −264−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 10,680 | $1.17M | 0.02% | −208−1.9% | Reduced |
| MML Investors Services, LLC | 10,629 | $1.17M | 0.00% | +3,117+41.5% | Added |
| Confluence Investment Management LLC | 10,542 | $1.16M | 0.02% | +828+8.5% | Added |
| Ami Asset Management Corp | 10,516 | $1.15M | 0.07% | −61−0.6% | Reduced |
| Interval Partners, LP | 10,495 | $1.15M | 0.04% | −22,345−68.0% | Reduced |
| CVA Family Office, LLC | 10,448 | $1.15M | 0.12% | +203+2.0% | Added |
| Blair William & Co | 10,423 | $1.14M | 0.00% | +5,786+124.8% | Added |
| Gilder Gagnon Howe & Co LLC | 10,378 | $1.14M | 0.01% | −30−0.3% | Reduced |
| Guggenheim Capital LLC | 10,353 | $1.14M | 0.01% | +3,899+60.4% | Added |
| Allspring Global Investments Holdings, LLC | 10,710 | $1.14M | 0.00% | +504+4.9% | Added |
| M&T Bank Corp | 10,262 | $1.13M | 0.00% | −437−4.1% | Reduced |
| QRG Capital Management, Inc. | 10,234 | $1.12M | 0.01% | +2,554+33.3% | Added |
| First Eagle Investment Management, LLC | 9,816 | $1.08M | 0.00% | +707+7.8% | Added |
| Recurrent Investment Advisors LLC | 9,689 | $1.06M | 0.06% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 9,607 | $1.05M | 0.01% | +4,048+72.8% | Added |
| Doliver Advisors, LP | 9,550 | $1.05M | 0.24% | −239−2.4% | Reduced |
| Bull Harbor Capital LLC | 9,481 | $1.04M | 0.28% | +9,481 | New |
| Quadrant Capital Group LLC | 9,395 | $1.03M | 0.03% | −131−1.4% | Reduced |
| Intellectus Partners, LLC | 9,296 | $1.02M | 0.21% | +4,215+83.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $1.02M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,228 | $1.01M | 0.01% | −276−2.9% | Reduced |
| Baldwin Investment Management, LLC | 9,188 | $1.01M | 0.12% | +1,605+21.2% | Added |
| RMB Capital Management, LLC | 9,075 | $996.3K | 0.02% | +9,075 | New |
| Spirit of America Management Corp | 9,050 | $993.5K | 0.20% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 9,044 | $992.9K | 0.29% | −367−3.9% | Reduced |
| SCP Investment, LP | 8,800 | $966.1K | 1.07% | +8,800 | New |
| PKO Investment Management Joint-Stock Co | 8,800 | $966.1K | 0.08% | +3,900+79.6% | Added |
| Saudi Central Bank | 8,791 | $965.1K | 0.02% | +8,791 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,654 | $954.3K | 0.01% | −325−3.6% | Reduced |
| CSS LLC | 8,590 | $943.0K | 0.05% | +8,590 | New |
| Waddell & Associates, LLC | 8,561 | $939.8K | 0.05% | +5,866+217.7% | Added |
| We Are One Seven, LLC | 8,520 | $935.4K | 0.02% | −2,637−23.6% | Reduced |
| Nicolet Bankshares Inc | 8,409 | $923.1K | 0.03% | +8,409 | New |
| Qtron Investments LLC | 8,356 | $917.3K | 0.12% | +2,942+54.3% | Added |
| Iron Financial, LLC | 8,307 | $911.9K | 0.40% | −284−3.3% | Reduced |
| Oxford Asset Management LLP | 8,307 | $911.9K | 0.37% | +8,307 | New |
| GWM Advisors LLC | 8,181 | $898.1K | 0.00% | +3,685+82.0% | Added |
| CWA Asset Management Group, LLC | 8,136 | $893.1K | 0.03% | +2,000+32.6% | Added |
| Hennessy Advisors Inc | 8,100 | $889.2K | 0.03% | +3,700+84.1% | Added |
| Banco BTG Pactual S.A. | 8,096 | $888.8K | 0.17% | +8,096 | New |
| AAFMAA Wealth Management & Trust LLC | 8,080 | $887.0K | 0.34% | −2,529−23.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,055 | $884.3K | 0.03% | −661−7.6% | Reduced |
| X-Square Capital, LLC | 8,027 | $881.0K | 0.30% | +264+3.4% | Added |
| HB Wealth Management, LLC | 7,992 | $877.4K | 0.01% | +3,699+86.2% | Added |
| Salem Investment Counselors Inc | 7,992 | $877.4K | 0.03% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 7,967 | $874.6K | 0.05% | +7,967 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 7,944 | $872.0K | 0.01% | −3,045−27.7% | Reduced |
| Exchange Traded Concepts, LLC | 7,921 | $869.6K | 0.01% | +3,115+64.8% | Added |
| Cidel Asset Management Inc | 7,865 | $863.4K | 0.05% | +427+5.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,826 | $859.2K | 0.00% | +2,594+49.6% | Added |
| New Age Alpha Advisors, LLC | 7,667 | $841.7K | 0.04% | +7,667 | New |
| Sterling Capital Management LLC | 7,660 | $840.9K | 0.02% | −5,821−43.2% | Reduced |
| Independence Bank of Kentucky | 7,630 | $837.6K | 0.11% | −195−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,621 | $836.6K | 0.01% | +12+0.2% | Added |
| Headlands Technologies LLC | 7,539 | $827.6K | 0.09% | +957+14.5% | Added |
| U S Global Investors Inc | 7,500 | $823.4K | 0.10% | +7,500 | New |
| ING Groep NV | 7,417 | $814.2K | 0.00% | −27,363−78.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 7,360 | $808.0K | 0.03% | +1,350+22.5% | Added |
| Mediolanum International Funds Ltd | 7,215 | $804.1K | 0.01% | −1,310−15.4% | Reduced |
| Kestra Advisory Services, LLC | 7,310 | $802.5K | 0.00% | +1,060+17.0% | Added |
| MAI Capital Management | 7,261 | $797.1K | 0.00% | +6,607+1,010.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,192 | $789.6K | 0.02% | +3,180+79.3% | Added |
| Sequent Asset Management, LLC | 6,984 | $766.7K | 0.37% | −3,000−30.0% | Reduced |
| WealthTrust Asset Management, LLC | 6,969 | $765.1K | 0.46% | −37−0.5% | Reduced |
| Omers Administration Corp | 6,956 | $763.6K | 0.00% | +2,408+52.9% | Added |
| Landscape Capital Management, L.L.C. | 6,939 | $761.8K | 0.05% | +2,816+68.3% | Added |
| Pekin Hardy Strauss, Inc. | 6,842 | $751.1K | 0.08% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,825 | $749.2K | 0.03% | −62−0.9% | Reduced |
| Metis Global Partners, LLC | 6,755 | $741.6K | 0.02% | −823−10.9% | Reduced |
| Huber Capital Management LLC | 6,621 | $726.9K | 0.11% | −4,080−38.1% | Reduced |
| MUFG Securities Americas Inc. | 6,590 | $723.5K | 0.05% | +174+2.7% | Added |
| North Dakota State Investment Board | 6,572 | $721.5K | 0.03% | −947−12.6% | Reduced |
| Danske Bank A/S | 6,505 | $714.1K | 0.00% | +1,300+25.0% | Added |
| Gamco Investors, Inc. Et Al | 6,467 | $709.9K | 0.01% | +84+1.3% | Added |
| Principal Securities, Inc. | 6,419 | $704.7K | 0.01% | +3,228+101.2% | Added |
| Securian Asset Management, Inc | 6,376 | $700.0K | 0.03% | −100−1.5% | Reduced |
| Chesley Taft & Associates LLC | 6,337 | $695.7K | 0.03% | +3,155+99.2% | Added |
| Ameritas Investment Partners, Inc. | 6,311 | $692.8K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,287 | $690.1K | 0.00% | −2,587−29.2% | Reduced |
| Farther Finance Advisors, LLC | 6,483 | $687.4K | 0.01% | +2,038+45.8% | Added |
| Sanders Morris Harris LLC | 6,255 | $686.7K | 0.11% | +700+12.6% | Added |
| DekaBank Deutsche Girozentrale | 6,122 | $683.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 6,186 | $679.0K | 0.18% | +6,186 | New |
| 111 Capital | 6,180 | $678.4K | 0.17% | +6,180 | New |
| Mount Lucas Management LP | 6,049 | $664.1K | 0.25% | +6,049 | New |