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 |
|---|---|---|---|---|---|
| Pickering Energy Partners LP | 3,000 | $329.3K | 0.67% | −4,300−58.9% | Reduced |
| Gruss & Co., LLC | 3,000 | $329.3K | 0.77% | +3,000 | New |
| Douglass Winthrop Advisors, LLC | 2,975 | $326.6K | 0.01% | +225+8.2% | Added |
| Advyzon Investment Management, LLC | 2,963 | $325.3K | 0.03% | +2,963 | New |
| Frank, Rimerman Advisors LLC | 2,889 | $317.2K | 0.02% | −185−6.0% | Reduced |
| Gsa Capital Partners LLP | 2,872 | $315.0K | 0.02% | +2,872 | New |
| Meridian Wealth Advisors, LLC | 2,850 | $312.9K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,842 | $312.0K | 0.02% | −19,085−87.0% | Reduced |
| Evoke Wealth, LLC | 2,815 | $309.1K | 0.01% | +2,815 | New |
| Ostrum Asset Management | 2,768 | $303.9K | 0.02% | +1,912+223.4% | Added |
| Bessemer Group Inc | 2,733 | $300.0K | 0.00% | +2,005+275.4% | Added |
| Brown Brothers Harriman & Co | 2,731 | $299.8K | 0.00% | +657+31.7% | Added |
| Gateway Investment Advisers LLC | 2,727 | $299.4K | 0.00% | +2,727 | New |
| Terril Brothers, Inc. | 2,700 | $296.4K | 0.08% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,689 | $295.6K | 0.07% | +530+24.5% | Added |
| Capital Performance Advisors LLP | 2,689 | $295.2K | 0.02% | +2,689 | New |
| Park Avenue Securities LLC | 2,668 | $293.0K | 0.00% | +455+20.6% | Added |
| Personal Cfo Solutions, LLC | 2,613 | $286.9K | 0.04% | +2,613 | New |
| PFG Investments, LLC | 2,611 | $286.7K | 0.01% | +2,611 | New |
| Crumly & Associates Inc. | 2,604 | $285.9K | 0.06% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 2,601 | $285.5K | 0.04% | 00.0% | Unchanged |
| WBI Investments | 2,549 | $279.8K | 0.08% | +2,549 | New |
| Millington Securities, LLC | 2,549 | $279.8K | 0.08% | +2,549 | New |
| Clearstead Advisors, LLC | 2,525 | $277.2K | 0.00% | +26+1.0% | Added |
| Graham Capital Management, L.P. | 2,496 | $274.0K | 0.01% | −18,114−87.9% | Reduced |
| Deseret Mutual Benefit Administrators | 2,476 | $271.8K | 0.09% | +842+51.5% | Added |
| R Squared Ltd | 2,436 | $267.4K | 0.15% | +2,436 | New |
| Jackson Thornton Asset Management, LLC | 2,699 | $267.2K | 0.02% | +250+10.2% | Added |
| PW Nova Financial Services LLC | 2,430 | $266.8K | 0.07% | +2,430 | New |
| Storgate, LLC | 2,428 | $266.5K | 0.21% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,422 | $265.9K | 0.97% | +191+8.6% | Added |
| SRS Capital Advisors, Inc. | 2,420 | $265.7K | 0.01% | +780+47.6% | Added |
| EJMK Ventures LLC | 2,414 | $265.0K | 0.15% | −1,071−30.7% | Reduced |
| Souders Financial Advisors | 2,408 | $264.4K | 0.03% | +80+3.4% | Added |
| Washburn Capital Management, Inc. | 2,400 | $263.5K | 0.15% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 2,400 | $263.5K | 0.13% | 00.0% | Unchanged |
| GenTrust, LLC | 2,385 | $261.8K | 0.01% | +2,385 | New |
| Meeder Advisory Services, Inc. | 2,351 | $258.1K | 0.01% | +11+0.5% | Added |
| Virtus ETF Advisers LLC | 2,350 | $258.0K | 0.12% | +2,350 | New |
| ISAM Funds (UK) Ltd | 2,309 | $253.5K | 0.13% | −8,235−78.1% | Reduced |
| Atomi Financial Group, Inc. | 2,297 | $252.2K | 0.01% | −388−14.5% | Reduced |
| LMR Partners LLP | 2,273 | $249.5K | 0.00% | −73,213−97.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,251 | $247.1K | 0.07% | +2,251 | New |
| MBL Wealth, LLC | 2,246 | $246.6K | 0.02% | +2,246 | New |
| V-Square Quantitative Management LLC | 2,234 | $245.2K | 0.03% | −363−14.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,222 | $243.9K | 0.03% | +202+10.0% | Added |
| Dark Forest Capital Management LP | 2,216 | $243.3K | 0.02% | +2,216 | New |
| Cigna Investments Inc | 2,191 | $241.0K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,188 | $240.2K | 0.01% | −5,046−69.8% | Reduced |
| Resources Investment Advisors, LLC. | 2,187 | $240.1K | 0.00% | −660−23.2% | Reduced |
| Toth Financial Advisory Corp | 2,171 | $238.3K | 0.03% | −4,000−64.8% | Reduced |
| Oppenheimer Asset Management Inc. | 2,157 | $236.8K | 0.00% | −989−31.4% | Reduced |
| TD Private Client Wealth LLC | 2,129 | $233.7K | 0.00% | +426+25.0% | Added |
| E&G Advisors, LP | 2,123 | $233.1K | 0.05% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,115 | $232.2K | 0.11% | −10−0.5% | Reduced |
| Essex Savings Bank | 2,111 | $231.7K | 0.05% | −125−5.6% | Reduced |
| Brown Advisory Inc | 2,101 | $230.6K | 0.00% | −301−12.5% | Reduced |
| Fiduciary Trust Co | 2,090 | $229.4K | 0.00% | +2,090 | New |
| Bartlett & Co. Wealth Management LLC | 2,267 | $228.4K | 0.00% | −127−5.3% | Reduced |
| Guidance Capital, Inc | 2,264 | $225.9K | 0.05% | −33−1.4% | Reduced |
| Bryn Mawr Trust Co | 2,055 | $225.6K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,049 | $224.9K | 0.04% | +477+30.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 2,046 | $224.6K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 2,042 | $224.2K | 0.09% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,038 | $223.7K | 0.09% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,010 | $220.7K | 0.00% | −46,896−95.9% | Reduced |
| Prospera Financial Services Inc | 2,005 | $220.1K | 0.00% | +2,005 | New |
| PCM Encore, LLC | 2,003 | $219.9K | 0.05% | +41+2.1% | Added |
| Keybank National Association | 2,003 | $219.9K | 0.00% | −2,259−53.0% | Reduced |
| Modera Wealth Management, LLC | 2,000 | $219.6K | 0.00% | −13−0.6% | Reduced |
| Credit Capital Investments LLC | 2,000 | $219.6K | 0.20% | +2,000 | New |
| Ballentine Partners, LLC | 1,958 | $214.9K | 0.00% | −66−3.3% | Reduced |
| Concurrent Investment Advisors, LLC | 1,956 | $214.7K | 0.00% | +1,956 | New |
| Brown Financial Advisors | 1,946 | $213.6K | 0.08% | +1,946 | New |
| Commerce Bank | 1,933 | $212.2K | 0.00% | +90+4.9% | Added |
| Journey Strategic Wealth LLC | 1,931 | $212.0K | 0.01% | +90+4.9% | Added |
| Coldstream Capital Management Inc | 1,929 | $211.8K | 0.00% | +1,929 | New |
| Uncommon Cents Investing LLC | 1,920 | $210.8K | 0.05% | −50−2.5% | Reduced |
| Parallel Advisors, LLC | 1,906 | $209.3K | 0.00% | +154+8.8% | Added |
| EP Wealth Advisors, LLC | 1,899 | $208.5K | 0.00% | −27−1.4% | Reduced |
| Ci Investments Inc. | 1,896 | $208.1K | 0.00% | −47−2.4% | Reduced |
| M.E. Allison & Co., Inc. | 1,863 | $204.5K | 0.14% | 00.0% | Unchanged |
| Quarry LP | 1,862 | $204.4K | 0.04% | +816+78.0% | Added |
| Legacy Financial Advisors, Inc. | 1,843 | $202.3K | 0.03% | +1,843 | New |
| 180 Wealth Advisors, LLC | 1,829 | $200.8K | 0.02% | +1,829 | New |
| Essex Financial Services, Inc. | 1,829 | $200.8K | 0.01% | +1,829 | New |
| Ronald Blue Trust, Inc. | 1,813 | $199.0K | 0.00% | +5+0.3% | Added |
| Geneos Wealth Management Inc. | 1,719 | $188.7K | 0.00% | −15−0.9% | Reduced |
| FIL Ltd | 1,684 | $184.9K | 0.00% | +1,684 | New |
| Hazlett, Burt & Watson, Inc. | 1,610 | $177.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,568 | $172.1K | 0.00% | −11−0.7% | Reduced |
| Stone House Investment Management, LLC | 1,551 | $170.3K | 0.03% | +111+7.7% | Added |
| Generali Investments, Management Co LLC | 1,534 | $168.4K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,500 | $164.7K | 0.03% | −1,170−43.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,456 | $159.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,400 | $153.7K | 0.00% | +118+9.2% | Added |
| Root Financial Partners, LLC | 1,360 | $149.3K | 0.01% | +799+142.4% | Added |
| CX Institutional | 1,354 | $149.0K | 0.00% | +477+54.4% | Added |
| Banque Cantonale Vaudoise | 1,313 | $144.0K | 0.01% | +533+68.3% | Added |
| Twin Tree Management, LP | 1,285 | $141.1K | 0.03% | +1,285 | New |