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; 853 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, Q2 2026
Institutional positions in Expand Energy Corp as of Jun 30, 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
- 853
- −36 vs. Q1 2026
- Shares held
- 219.4M
- +1.43M (+0.7%) vs. Q1 2026
- Total value
- $20.0B
- −$3.93B (−16.4%) vs. Q1 2026
- New holders
- 111
- 362 more added
- Sold out
- 147
- 269 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 853 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Generali Investments, Management Co LLC | 1,534 | $139.9K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,562 | $142.4K | 0.00% | +1,265+425.9% | Added |
| Assetmark, Inc | 1,569 | $143.1K | 0.00% | +1,122+251.0% | Added |
| Stone House Investment Management, LLC | 1,570 | $143.2K | 0.02% | +19+1.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,610 | $147.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,621 | $147.8K | 0.00% | +221+15.8% | Added |
| Ronald Blue Trust, Inc. | 1,791 | $163.3K | 0.00% | −22−1.2% | Reduced |
| Geneos Wealth Management Inc. | 1,820 | $165.9K | 0.00% | +101+5.9% | Added |
| TD Private Client Wealth LLC | 1,959 | $178.6K | 0.00% | −170−8.0% | Reduced |
| Westerkirk Capital Inc. | 2,000 | $182.4K | 0.02% | +2,000 | New |
| Bryn Mawr Trust Co | 2,055 | $187.4K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,191 | $200.0K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,225 | $202.9K | 0.06% | +2,225 | New |
| Bartlett & Co. Wealth Management LLC | 2,226 | $203.0K | 0.00% | −41−1.8% | Reduced |
| Proficio Capital Partners LLC | 2,226 | $203.0K | 0.01% | +2,226 | New |
| Resources Investment Advisors, LLC. | 2,228 | $203.2K | 0.00% | +41+1.9% | Added |
| Guidance Capital, Inc | 2,311 | $203.8K | 0.04% | +47+2.1% | Added |
| Ballentine Partners, LLC | 2,254 | $205.5K | 0.00% | +296+15.1% | Added |
| QTR Family Wealth, LLC | 2,265 | $206.5K | 0.07% | −1,283−36.2% | Reduced |
| Alpine Bank Wealth Management | 2,300 | $209.7K | 0.03% | +2,300 | New |
| ORG Wealth Partners, LLC | 2,304 | $210.1K | 0.03% | +255+12.4% | Added |
| Caerus Investment Advisors, LLC | 2,321 | $211.7K | 0.07% | +2,321 | New |
| Signaturefd, LLC | 2,328 | $212.3K | 0.00% | +760+48.5% | Added |
| Legacy Financial Advisors, Inc. | 2,359 | $215.1K | 0.03% | +516+28.0% | Added |
| Havemeyer Place LP | 2,367 | $215.8K | 0.02% | +2,367 | New |
| Polar Asset Management Partners Inc. | 2,380 | $217.0K | 0.00% | +2,380 | New |
| Washburn Capital Management, Inc. | 2,400 | $218.9K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,401 | $218.9K | 0.02% | +179+8.1% | Added |
| Storgate, LLC | 2,428 | $221.4K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,468 | $225.1K | 0.00% | −1,283−34.2% | Reduced |
| Abel Hall, LLC | 2,498 | $227.8K | 0.04% | +2,498 | New |
| Gruss & Co., LLC | 2,500 | $228.0K | 0.60% | −500−16.7% | Reduced |
| Teza Capital Management LLC | 2,502 | $228.2K | 0.44% | +80+3.3% | Added |
| Baird Financial Group, Inc. | 2,505 | $228.4K | 0.00% | +2,505 | New |
| Parallel Advisors, LLC | 2,509 | $228.8K | 0.00% | +603+31.6% | Added |
| EntryPoint Capital, LLC | 2,524 | $230.2K | 0.06% | +2,524 | New |
| Coldstream Capital Management Inc | 2,541 | $231.7K | 0.00% | +612+31.7% | Added |
| Everpar Advisors LLC | 2,564 | $233.8K | 0.07% | +2,564 | New |
| Mraz, Amerine & Associates, Inc. | 2,601 | $237.2K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,670 | $243.5K | 0.01% | +482+22.0% | Added |
| Terril Brothers, Inc. | 2,700 | $246.2K | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,705 | $246.7K | 0.01% | −1,047−27.9% | Reduced |
| Glenmede Trust Co NA | 2,751 | $250.9K | 0.00% | −1,702−38.2% | Reduced |
| Ostrum Asset Management | 2,768 | $252.4K | 0.01% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 2,775 | $253.1K | 0.02% | −75,786−96.5% | Reduced |
| Atomi Financial Group, Inc. | 2,800 | $255.3K | 0.01% | +503+21.9% | Added |
| Nicolet Bankshares Inc | 2,829 | $258.0K | 0.01% | −5,580−66.4% | Reduced |
| Wealth Science Advisors LLC | 2,848 | $259.7K | 0.12% | −641−18.4% | Reduced |
| Laird Norton Trust Company, LLC | 2,945 | $268.6K | 0.01% | −897−23.3% | Reduced |
| Allstate Corp | 2,961 | $270.0K | 0.00% | −22,287−88.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,975 | $271.3K | 0.04% | +362+13.9% | Added |
| Capstone Wealth Management, LLC | 2,977 | $271.5K | 0.13% | +2,977 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,984 | $272.0K | 0.00% | −4,960−62.4% | Reduced |
| Florida Financial Advisors, LLC | 2,983 | $272.2K | 0.05% | +294+10.9% | Added |
| Advisory Services Network, LLC | 2,995 | $273.1K | 0.00% | −1,206−28.7% | Reduced |
| Cooper Financial Group | 3,036 | $276.9K | 0.02% | −615−16.8% | Reduced |
| Chickasaw Capital Management LLC | 3,034 | $277.0K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 3,054 | $278.5K | 0.00% | −792−20.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,082 | $281.0K | 0.00% | +19+0.6% | Added |
| M.E. Allison & Co., Inc. | 3,105 | $283.1K | 0.16% | +1,242+66.7% | Added |
| NewEdge Wealth, LLC | 3,124 | $284.9K | 0.00% | +3,124 | New |
| Greenleaf Trust | 3,140 | $286.3K | 0.00% | −70−2.2% | Reduced |
| Moors & Cabot, Inc. | 3,142 | $286.5K | 0.01% | −262−7.7% | Reduced |
| V-Square Quantitative Management LLC | 3,159 | $288.1K | 0.03% | +925+41.4% | Added |
| William Blair Investment Management, LLC | 3,168 | $288.9K | 0.00% | +14+0.4% | Added |
| Manning & Napier Advisors LLC | 3,188 | $290.7K | 0.00% | −95−2.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,227 | $294.3K | 0.01% | −1,700−34.5% | Reduced |
| Hardin Capital Partners, LLC | 3,247 | $296.2K | 0.14% | +3+0.1% | Added |
| Meeder Advisory Services, Inc. | 3,265 | $297.7K | 0.01% | +914+38.9% | Added |
| Hyperion Capital Advisors LP | 3,300 | $300.9K | 0.14% | +900+37.5% | Added |
| Essential Partners LLC | 3,321 | $302.8K | 0.14% | +2,695+430.5% | Added |
| Simplicity Wealth,LLC | 3,344 | $305.0K | 0.01% | +3,344 | New |
| Quarry LP | 3,354 | $305.9K | 0.05% | +1,492+80.1% | Added |
| Corsair Capital Management, L.P. | 3,362 | $306.6K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,374 | $308.0K | 0.01% | +3,374 | New |
| Montgomery Investment Management Inc | 3,390 | $309.1K | 0.09% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,472 | $311.1K | 0.00% | −22,595−86.7% | Reduced |
| Savant Capital, LLC | 3,410 | $313.0K | 0.00% | +6+0.2% | Added |
| Vanguard National Trust Co | 3,435 | $313.2K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 3,584 | $326.8K | 0.02% | +3,584 | New |
| Cinctive Capital Management LP | 3,594 | $327.7K | 0.01% | −35,084−90.7% | Reduced |
| Bokf, NA | 3,615 | $329.7K | 0.00% | −185−4.9% | Reduced |
| Alethea Capital Management, LLC | 3,629 | $330.9K | 0.14% | +3,629 | New |
| Evolve Private Wealth, LLC | 3,663 | $334.1K | 0.02% | −410−10.1% | Reduced |
| Waddell & Associates, LLC | 3,693 | $336.8K | 0.02% | −4,868−56.9% | Reduced |
| Vise Technologies, Inc. | 3,716 | $338.9K | 0.00% | +3,716 | New |
| Deltec Asset Management LLC | 3,718 | $339.0K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,736 | $340.7K | 0.01% | +1,125+43.1% | Added |
| Oxbow Advisors, LLC | 3,917 | $357.2K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,934 | $358.7K | 0.00% | +3,934 | New |
| Caxton Associates LLP | 3,960 | $361.1K | 0.01% | −8,077−67.1% | Reduced |
| State of Wyoming | 3,997 | $364.5K | 0.04% | −1,164−22.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,000 | $364.8K | 0.00% | +4,000 | New |
| Inspire Advisors, LLC | 4,064 | $370.6K | 0.03% | +4,064 | New |
| Sentinus, LLC | 4,071 | $371.2K | 0.03% | −173−4.1% | Reduced |
| RSM US Wealth Management LLC | 4,091 | $373.0K | 0.00% | +351+9.4% | Added |
| Jackson Thornton Asset Management, LLC | 4,134 | $377.0K | 0.03% | +1,435+53.2% | Added |
| Philip James Wealth Mangement, LLC | 4,170 | $380.3K | 0.04% | −650−13.5% | Reduced |
| Principal Securities, Inc. | 4,191 | $382.2K | 0.00% | −2,228−34.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 4,280 | $390.3K | 0.05% | +4,280 | New |