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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 6,387 | $663.5K | 0.02% | +3,228+102.2% | Added |
| Vestmark Advisory Solutions, Inc. | 5,914 | $649.3K | 0.01% | +2,207+59.5% | Added |
| Allworth Financial LP | 5,906 | $648.3K | 0.00% | +2,603+78.8% | Added |
| Aptus Capital Advisors, LLC | 5,855 | $642.8K | 0.01% | −246−4.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,783 | $634.9K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,706 | $626.4K | 0.03% | −574−9.1% | Reduced |
| GAMMA Investing LLC | 5,670 | $622.5K | 0.03% | +1,375+32.0% | Added |
| Truist Financial Corp | 5,646 | $619.8K | 0.00% | −9,678−63.2% | Reduced |
| Sequoia Financial Advisors, LLC | 5,643 | $619.5K | 0.00% | +2,281+67.8% | Added |
| Baker Avenue Asset Management, LP | 5,592 | $613.9K | 0.01% | +5,592 | New |
| Chicago Partners Investment Group LLC | 6,277 | $604.8K | 0.01% | +6,277 | New |
| Wahed Invest LLC | 5,465 | $599.9K | 0.08% | −520−8.7% | Reduced |
| Mattson Financial Services, LLC | 5,425 | $595.6K | 0.14% | +2,170+66.7% | Added |
| Federated Hermes, Inc. | 5,408 | $593.7K | 0.00% | +3,341+161.6% | Added |
| Krilogy Financial LLC | 5,996 | $583.8K | 0.02% | +5,996 | New |
| Pitcairn Wealth Advisors LLC | 5,275 | $582.1K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,272 | $578.8K | 0.00% | −840−13.7% | Reduced |
| Marathon Capital Management | 5,251 | $576.5K | 0.13% | −6,660−55.9% | Reduced |
| Sciencast Management LP | 5,189 | $569.6K | 0.07% | +5,189 | New |
| Wedmont Private Capital | 5,668 | $567.9K | 0.02% | −238−4.0% | Reduced |
| State of Wyoming | 5,161 | $566.6K | 0.07% | −2,099−28.9% | Reduced |
| Wexford Capital LP | 5,148 | $565.1K | 0.09% | +2,288+80.0% | Added |
| Central Trust Co | 5,146 | $564.9K | 0.01% | −144−2.7% | Reduced |
| Twin Capital Management Inc | 5,088 | $558.6K | 0.07% | +5,088 | New |
| Pension & Wealth Management Advisors, Inc. | 4,993 | $548.1K | 0.16% | −232−4.4% | Reduced |
| Miller Global Investments, LLC | 4,972 | $545.8K | 0.50% | −92−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 4,927 | $540.9K | 0.02% | +2,337+90.2% | Added |
| Americana Partners, LLC | 4,924 | $540.6K | 0.01% | +1,400+39.7% | Added |
| Rothschild Investment LLC | 4,924 | $540.6K | 0.03% | +2,525+105.3% | Added |
| Hara Capital LLC | 4,920 | $540.1K | 0.27% | +1,875+61.6% | Added |
| Crossmark Global Holdings, Inc. | 4,829 | $530.1K | 0.01% | +483+11.1% | Added |
| Philip James Wealth Mangement, LLC | 4,820 | $529.1K | 0.06% | −26−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 5,089 | $527.0K | 0.01% | +1,800+54.7% | Added |
| Simmons Bank | 4,783 | $525.1K | 0.04% | +653+15.8% | Added |
| Evergreen Capital Management LLC | 4,781 | $524.9K | 0.01% | −75−1.5% | Reduced |
| Mangrove Partners | 4,636 | $508.9K | 0.04% | +4,636 | New |
| Alps Advisors Inc | 4,630 | $508.3K | 0.00% | +4,630 | New |
| Callan Family Office, LLC | 4,595 | $504.5K | 0.01% | −3,011−39.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,956 | $499.8K | 0.02% | −163−5.2% | Reduced |
| Warren Averett Asset Management, LLC | 4,521 | $496.4K | 0.00% | +1,896+72.2% | Added |
| New Wave Wealth Advisors LLC | 4,514 | $495.5K | 0.17% | +206+4.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,478 | $491.6K | 0.00% | −1,099−19.7% | Reduced |
| Glenmede Trust Co NA | 4,453 | $488.8K | 0.00% | +1,697+61.6% | Added |
| Occudo Quantitative Strategies LP | 4,761 | $486.3K | 0.03% | +4,761 | New |
| Inceptionr LLC | 4,399 | $482.9K | 0.12% | +4,399 | New |
| Ethic Inc. | 4,362 | $478.9K | 0.01% | −1,210−21.7% | Reduced |
| Skopos Labs, Inc. | 4,348 | $477.3K | 0.01% | +1,005+30.1% | Added |
| Westpac Banking Corp | 4,304 | $472.5K | 0.03% | +4,304 | New |
| Perpetual Ltd | 4,304 | $472.5K | 0.01% | +4,304 | New |
| Sentinus, LLC | 4,244 | $465.9K | 0.04% | +4,244 | New |
| Advisory Services Network, LLC | 4,201 | $461.1K | 0.01% | −326−7.2% | Reduced |
| Citizens Financial Group Inc | 4,190 | $460.0K | 0.01% | +4,190 | New |
| Steel Peak Wealth Management LLC | 4,166 | $457.3K | 0.01% | −25−0.6% | Reduced |
| Oslo Pensjonsforsikring AS | 4,086 | $448.6K | 0.07% | +4,086 | New |
| Evolve Private Wealth, LLC | 4,073 | $447.1K | 0.02% | +1,181+40.8% | Added |
| Mirabella Financial Services LLP | 4,034 | $442.9K | 0.04% | +2,115+110.2% | Added |
| Oxbow Advisors, LLC | 3,917 | $430.0K | 0.04% | −91−2.3% | Reduced |
| Pallas Capital Advisors LLC | 3,913 | $429.6K | 0.02% | −332−7.8% | Reduced |
| Transcend Wealth Collective, LLC | 3,907 | $428.9K | 0.03% | +663+20.4% | Added |
| Atria Investments LLC | 3,846 | $422.2K | 0.00% | −327−7.8% | Reduced |
| Laird Norton Trust Company, LLC | 3,842 | $421.8K | 0.01% | −18−0.5% | Reduced |
| Bridgewater Advisors Inc. | 5,583 | $421.3K | 0.03% | −311−5.3% | Reduced |
| Bokf, NA | 3,800 | $417.2K | 0.01% | −128,958−97.1% | Reduced |
| Acadian Asset Management LLC | 3,800 | $417.0K | 0.00% | +3,800 | New |
| SevenBridge Financial Group, LLC | 4,298 | $414.2K | 0.06% | 00.0% | Unchanged |
| Norden Group LLC | 3,767 | $413.5K | 0.04% | −537−12.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,751 | $411.8K | 0.00% | +3,751 | New |
| RSM US Wealth Management LLC | 3,740 | $410.6K | 0.01% | −148−3.8% | Reduced |
| Deltec Asset Management LLC | 3,718 | $408.2K | 0.07% | +3,718 | New |
| Daymark Wealth Partners, LLC | 3,680 | $403.9K | 0.01% | +3,680 | New |
| Cooper Financial Group | 3,651 | $400.8K | 0.04% | +3,651 | New |
| Apollon Wealth Management, LLC | 3,598 | $395.0K | 0.01% | +772+27.3% | Added |
| Teacher Retirement System of Texas | 3,553 | $390.0K | 0.00% | −4,328−54.9% | Reduced |
| Wealth Science Advisors LLC | 3,489 | $385.0K | 0.22% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,492 | $383.4K | 0.01% | +2,131+156.6% | Added |
| Cim Investment Mangement Inc | 3,482 | $382.3K | 0.10% | +1,292+59.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,469 | $380.8K | 0.25% | +3,469 | New |
| Ritholtz Wealth Management | 3,466 | $380.5K | 0.01% | +547+18.7% | Added |
| Vanguard National Trust Co | 3,435 | $377.1K | 0.02% | +3,435 | New |
| Savant Capital, LLC | 3,404 | $373.7K | 0.00% | +243+7.7% | Added |
| Moors & Cabot, Inc. | 3,404 | $373.7K | 0.02% | +1,200+54.4% | Added |
| Savvy Advisors, Inc. | 3,402 | $373.5K | 0.01% | +597+21.3% | Added |
| Montgomery Investment Management Inc | 3,390 | $372.2K | 0.13% | +450+15.3% | Added |
| Wealthfront Advisers LLC | 3,365 | $369.4K | 0.00% | +81+2.5% | Added |
| Corsair Capital Management, L.P. | 3,362 | $369.1K | 0.05% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 3,283 | $365.9K | 0.01% | +3,283 | New |
| Wealthcare Advisory Partners LLC | 3,325 | $365.0K | 0.01% | −32−1.0% | Reduced |
| Aubrey Capital Management Ltd | 3,300 | $362.2K | 0.19% | +3,300 | New |
| VestGen Advisors, LLC | 3,752 | $361.8K | 0.01% | +3,752 | New |
| Oliver Luxxe Assets LLC | 3,255 | $357.3K | 0.05% | −51−1.5% | Reduced |
| Hardin Capital Partners, LLC | 3,244 | $356.1K | 0.17% | −248−7.1% | Reduced |
| Jennison Associates LLC | 3,222 | $353.7K | 0.00% | −889,713−99.6% | Reduced |
| Greenleaf Trust | 3,210 | $352.4K | 0.00% | −393−10.9% | Reduced |
| Lido Advisors, LLC | 3,191 | $350.4K | 0.00% | +3,191 | New |
| Parcion Private Wealth LLC | 3,156 | $346.5K | 0.02% | +3,156 | New |
| William Blair Investment Management, LLC | 3,154 | $346.2K | 0.00% | +81+2.6% | Added |
| QTR Family Wealth, LLC | 3,548 | $339.5K | 0.14% | +3,548 | New |
| Cullen/Frost Bankers, Inc. | 3,063 | $336.3K | 0.00% | +42+1.4% | Added |
| Chickasaw Capital Management LLC | 3,034 | $333.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,010 | $330.4K | 0.00% | −43,065−93.5% | Reduced |