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 |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 1,264 | $138.8K | 0.02% | +1,264 | New |
| Solstein Capital, LLC | 1,245 | $136.7K | 0.06% | −463−27.1% | Reduced |
| Oakworth Capital, Inc. | 1,244 | $136.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,200 | $131.7K | 0.07% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,200 | $131.7K | 0.11% | +1,200 | New |
| Acumen Wealth Advisors, LLC | 1,176 | $129.1K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $126.2K | 0.04% | +360+45.6% | Added |
| Huntington National Bank | 1,079 | $118.5K | 0.00% | −189−14.9% | Reduced |
| IFP Advisors, Inc | 1,060 | $116.4K | 0.00% | +734+225.2% | Added |
| Harbour Investments, Inc. | 1,059 | $116.3K | 0.00% | +915+635.4% | Added |
| AlphaCentric Advisors LLC | 951 | $104.4K | 0.10% | +951 | New |
| Caldwell Sutter Capital, Inc. | 900 | $98.8K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 886 | $97.0K | 0.00% | +269+43.6% | Added |
| Sunbelt Securities, Inc. | 869 | $95.4K | 0.01% | 00.0% | Unchanged |
| Payden & Rygel | 853 | $94.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 843 | $92.5K | 0.00% | −852−50.3% | Reduced |
| Massmutual Trust Co FSB | 838 | $92.0K | 0.00% | −65−7.2% | Reduced |
| Versant Capital Management, Inc | 830 | $91.1K | 0.01% | +626+306.9% | Added |
| Leonteq Securities AG | 743 | $81.6K | 0.00% | −371−33.3% | Reduced |
| Chilton Capital Management LLC | 731 | $80.3K | 0.00% | −60−7.6% | Reduced |
| Caitlin John, LLC | 726 | $79.8K | 0.05% | +3+0.4% | Added |
| True Wealth Design, LLC | 726 | $79.7K | 0.02% | +552+317.2% | Added |
| Onefund, LLC | 657 | $69.8K | 0.05% | −3−0.5% | Reduced |
| Essential Partners LLC | 626 | $68.7K | 0.02% | −1,107−63.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 580 | $63.7K | 0.01% | +261+81.8% | Added |
| LRI Investments, LLC | 564 | $61.9K | 0.01% | +558+9,300.0% | Added |
| Smartleaf Asset Management LLC | 526 | $58.6K | 0.00% | −17−3.1% | Reduced |
| Piscataqua Savings Bank | 520 | $57.1K | 0.04% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 519 | $57.0K | 0.04% | +519 | New |
| SBI Okasan Asset Management Co.Ltd. | 500 | $55.7K | 0.00% | −1,000−66.7% | Reduced |
| Adirondack Trust Co | 500 | $54.9K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $54.9K | 0.03% | +500 | New |
| McGuire Capital Advisors Inc | 484 | $53.1K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 447 | $49.1K | 0.00% | +33+8.0% | Added |
| Hilltop National Bank | 436 | $47.9K | 0.01% | +436 | New |
| Parkside Financial Bank & Trust | 428 | $46.9K | 0.00% | +21+5.2% | Added |
| Basecamp Wealth Advisors LLC | 404 | $44.4K | 0.01% | +210+108.2% | Added |
| Costello Asset Management, INC | 386 | $42.4K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 379 | $41.6K | 0.03% | +364+2,426.7% | Added |
| Key Financial Inc | 368 | $40.4K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 367 | $38.9K | 0.03% | +315+605.8% | Added |
| Abound Wealth Management | 333 | $36.6K | 0.01% | +36+12.1% | Added |
| Amplify Investments, LLC | 306 | $33.6K | 0.60% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 302 | $33.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 297 | $32.6K | 0.00% | −157−34.6% | Reduced |
| Golden State Equity Partners | 290 | $31.8K | 0.00% | +290 | New |
| Zions Bancorporation, National Association | 286 | $31.4K | 0.00% | +195+214.3% | Added |
| GW&K Investment Management, LLC | 275 | $30.0K | 0.00% | −2−0.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 272 | $29.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 268 | $29.4K | 0.00% | +89+49.7% | Added |
| Cheviot Value Management, LLC | 265 | $29.1K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 260 | $28.5K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 259 | $28.4K | 0.00% | +205+379.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 239 | $26.2K | 0.01% | +239 | New |
| Atlantic Union Bankshares Corp | 234 | $25.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 234 | $25.7K | 0.00% | +234 | New |
| Greykasell Wealth Strategies, Inc. | 220 | $24.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 202 | $22.2K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 200 | $22.0K | 0.02% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 196 | $21.5K | 0.02% | +196 | New |
| Private Wealth Management Group, LLC | 191 | $21.0K | 0.01% | +41+27.3% | Added |
| Bank of New Hampshire | 189 | $20.7K | 0.00% | +189 | New |
| Portus Wealth Advisors, LLC | 178 | $19.5K | 0.02% | +178 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 177 | $19.4K | 0.00% | +32+22.1% | Added |
| GoalVest Advisory LLC | 177 | $19.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 171 | $18.8K | 0.00% | −90−34.5% | Reduced |
| Vision Financial Markets LLC | 154 | $16.9K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $16.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 149 | $16.4K | 0.00% | −24−13.9% | Reduced |
| Meeder Asset Management Inc | 148 | $16.2K | 0.00% | +50+51.0% | Added |
| Keating Financial Advisory Services, Inc. | 140 | $15.4K | 0.00% | +41+41.4% | Added |
| Private Trust Co NA | 137 | $15.0K | 0.00% | −38−21.7% | Reduced |
| Farmers & Merchants Investments Inc | 132 | $14.5K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 129 | $14.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $14.0K | 0.01% | −74−37.0% | Reduced |
| GHP Investment Advisors, Inc. | 126 | $13.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $13.3K | 0.00% | −42−25.8% | Reduced |
| First United Bank Trust | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 120 | $13.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 113 | $12.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 113 | $12.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 110 | $12.1K | 0.00% | +82+292.9% | Added |
| Cornerstone Planning Group LLC | 121 | $12.0K | 0.00% | +20+19.8% | Added |
| Swiss Re Ltd | 105 | $11.5K | 0.07% | 00.0% | Unchanged |
| Sankala Group LLC | 101 | $11.5K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 100 | $11.0K | 0.01% | +100 | New |
| Kemnay Advisory Services Inc. | 97 | $10.6K | 0.00% | +97 | New |
| N.E.W. Advisory Services LLC | 91 | $9.99K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 86 | $9.44K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 83 | $9.11K | 0.00% | +83 | New |
| Financial Life Planners | 82 | $9.05K | 0.01% | +82 | New |
| Salomon & Ludwin, LLC | 83 | $8.62K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 78 | $8.57K | 0.00% | +74+1,850.0% | Added |
| Mather Group, LLC. | 75 | $8.23K | 0.00% | +75 | New |
| Tanglewood Legacy Advisors, LLC | 74 | $8.12K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 70 | $7.68K | 0.00% | +70 | New |
| Whittier Trust Co of Nevada Inc | 74 | $7.66K | 0.00% | +17+29.8% | Added |