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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 4,298 | $399.0K | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,408 | $402.0K | 0.01% | +1,006+29.6% | Added |
| Ritholtz Wealth Management | 4,411 | $402.2K | 0.01% | +945+27.3% | Added |
| Credit Capital Investments LLC | 4,520 | $412.2K | 0.24% | +2,520+126.0% | Added |
| Bridgewater Advisors Inc. | 5,506 | $413.7K | 0.02% | −77−1.4% | Reduced |
| Atom Investors LP | 4,603 | $419.7K | 0.04% | −20,067−81.3% | Reduced |
| Oslo Pensjonsforsikring AS | 4,618 | $421.1K | 0.05% | +532+13.0% | Added |
| Wealthcare Advisory Partners LLC | 4,653 | $424.3K | 0.01% | +1,328+39.9% | Added |
| GAMMA Investing LLC | 4,667 | $425.6K | 0.02% | −1,003−17.7% | Reduced |
| Parcion Private Wealth LLC | 4,700 | $428.6K | 0.02% | +1,544+48.9% | Added |
| Central Trust Co | 4,707 | $429.2K | 0.01% | −439−8.5% | Reduced |
| Callan Family Office, LLC | 4,730 | $431.3K | 0.01% | +135+2.9% | Added |
| Tower Research Capital LLC (TRC) | 4,770 | $435.0K | 0.01% | −23,533−83.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,775 | $435.4K | 0.12% | −218−4.4% | Reduced |
| Odyssean, LLC | 4,803 | $438.0K | 0.07% | +4,803 | New |
| Summit Global Investments | 4,878 | $445.0K | 0.02% | +4,878 | New |
| Miller Global Investments, LLC | 4,972 | $453.4K | 0.38% | 00.0% | Unchanged |
| Allworth Financial LP | 4,999 | $455.9K | 0.00% | −907−15.4% | Reduced |
| Manatuck Hill Partners, LLC | 5,000 | $455.9K | 0.15% | −15,000−75.0% | Reduced |
| Hara Capital LLC | 5,020 | $457.8K | 0.24% | +100+2.0% | Added |
| Apollon Wealth Management, LLC | 5,028 | $458.5K | 0.01% | +1,430+39.7% | Added |
| Twin Capital Management Inc | 5,096 | $464.7K | 0.05% | +8+0.2% | Added |
| EP Wealth Advisors, LLC | 5,104 | $465.4K | 0.00% | +3,205+168.8% | Added |
| Wealthfront Advisers LLC | 5,128 | $467.6K | 0.00% | +1,763+52.4% | Added |
| Tema ETFs LLC | 5,184 | $472.7K | 0.02% | −86,408−94.3% | Reduced |
| New Wave Wealth Advisors LLC | 5,228 | $476.7K | 0.13% | +714+15.8% | Added |
| Warren Averett Asset Management, LLC | 5,231 | $477.0K | 0.00% | +710+15.7% | Added |
| Cresset Asset Management, LLC | 5,231 | $477.0K | 0.00% | +5,231 | New |
| Bessemer Group Inc | 5,256 | $480.0K | 0.00% | +2,523+92.3% | Added |
| Wedmont Private Capital | 5,547 | $484.0K | 0.01% | −121−2.1% | Reduced |
| Steel Peak Wealth Management LLC | 5,320 | $485.1K | 0.01% | +1,154+27.7% | Added |
| Evergreen Capital Management LLC | 5,361 | $488.9K | 0.01% | +580+12.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,377 | $490.3K | 0.00% | +105+2.0% | Added |
| Belpointe Asset Management LLC | 5,431 | $495.3K | 0.02% | +5,431 | New |
| Transcend Wealth Collective, LLC | 5,447 | $496.7K | 0.03% | +1,540+39.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,956 | $502.7K | 0.02% | 00.0% | Unchanged |
| Frec Markets, Inc. | 5,516 | $503.0K | 0.05% | +5,516 | New |
| CWA Asset Management Group, LLC | 5,538 | $505.0K | 0.02% | −2,598−31.9% | Reduced |
| Marathon Capital Management | 5,591 | $509.8K | 0.10% | +340+6.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,704 | $517.5K | 0.00% | +1,226+27.4% | Added |
| Metis Global Partners, LLC | 5,728 | $522.3K | 0.01% | −1,027−15.2% | Reduced |
| Sowell Financial Services LLC | 5,786 | $527.6K | 0.02% | +5,786 | New |
| Chesley Taft & Associates LLC | 5,802 | $529.1K | 0.02% | −535−8.4% | Reduced |
| Aptus Capital Advisors, LLC | 5,827 | $531.4K | 0.00% | −28−0.5% | Reduced |
| Bull Harbor Capital LLC | 5,833 | $531.9K | 0.10% | −3,648−38.5% | Reduced |
| Wahed Invest LLC | 5,840 | $532.5K | 0.06% | +375+6.9% | Added |
| Gsa Capital Partners LLP | 5,926 | $540.0K | 0.03% | +3,054+106.3% | Added |
| Canada Post Corp Registered Pension Plan | 5,940 | $541.7K | 0.02% | −1,420−19.3% | Reduced |
| Mattson Financial Services, LLC | 6,153 | $542.6K | 0.11% | +728+13.4% | Added |
| Park Avenue Securities LLC | 5,949 | $543.0K | 0.00% | +3,281+123.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,957 | $543.2K | 0.03% | +174+3.0% | Added |
| Mount Lucas Management LP | 6,082 | $554.6K | 0.20% | +33+0.5% | Added |
| Securian Asset Management, Inc | 6,376 | $561.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,187 | $564.2K | 0.02% | −124−2.0% | Reduced |
| Polymer Capital Management (US) LLC | 6,243 | $569.3K | 0.08% | +6,243 | New |
| West Family Investments, Inc. | 56,290 | $573.7K | 0.17% | +6,290+12.6% | Added |
| Truist Financial Corp | 6,295 | $574.0K | 0.00% | +649+11.5% | Added |
| NorthCrest Asset Manangement, LLC | 6,487 | $577.1K | 0.01% | +100+1.6% | Added |
| Gamco Investors, Inc. Et Al | 6,344 | $578.5K | 0.01% | −123−1.9% | Reduced |
| Farther Finance Advisors, LLC | 6,415 | $582.0K | 0.00% | −68−1.0% | Reduced |
| MAI Capital Management | 6,392 | $582.9K | 0.00% | −869−12.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,412 | $584.7K | 0.05% | −430−6.3% | Reduced |
| Affinity Investment Advisors, LLC | 6,457 | $588.8K | 0.30% | +6,457 | New |
| Independence Bank of Kentucky | 6,595 | $601.4K | 0.07% | −1,035−13.6% | Reduced |
| Huber Capital Management LLC | 6,621 | $603.8K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,695 | $610.5K | 0.00% | −5,142−43.4% | Reduced |
| WealthTrust Asset Management, LLC | 6,744 | $615.0K | 0.33% | −225−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,758 | $616.3K | 0.03% | +3,916+137.8% | Added |
| North Dakota State Investment Board | 6,762 | $616.6K | 0.03% | +190+2.9% | Added |
| PKO Investment Management Joint-Stock Co | 6,800 | $620.1K | 0.05% | −2,000−22.7% | Reduced |
| Danske Bank A/S | 6,805 | $620.5K | 0.00% | +300+4.6% | Added |
| Silvant Capital Management LLC | 6,825 | $622.4K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,842 | $623.9K | 0.01% | −818−10.7% | Reduced |
| Sequoia Financial Advisors, LLC | 6,872 | $626.7K | 0.00% | +1,229+21.8% | Added |
| Advisors Asset Management, Inc. | 6,887 | $628.0K | 0.01% | +3,395+97.2% | Added |
| Encompass More Asset Management | 6,937 | $632.6K | 0.09% | −6,385−47.9% | Reduced |
| Federated Hermes, Inc. | 6,960 | $634.7K | 0.00% | +1,552+28.7% | Added |
| RMB Capital Management, LLC | 6,978 | $636.3K | 0.01% | −2,097−23.1% | Reduced |
| Sequent Asset Management, LLC | 6,984 | $636.9K | 0.27% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,044 | $642.3K | 0.00% | +4,313+157.9% | Added |
| Citizens Financial Group Inc | 7,193 | $655.9K | 0.01% | +3,003+71.7% | Added |
| MUFG Securities Americas Inc. | 7,206 | $657.1K | 0.03% | +616+9.3% | Added |
| Vestmark Advisory Solutions, Inc. | 7,273 | $663.2K | 0.01% | +1,359+23.0% | Added |
| DekaBank Deutsche Girozentrale | 6,122 | $670.0K | 0.00% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 7,400 | $674.8K | 0.09% | −696−8.6% | Reduced |
| Ci Investments Inc. | 7,402 | $675.0K | 0.00% | +5,506+290.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 7,420 | $676.6K | 0.24% | −660−8.2% | Reduced |
| Hennessy Advisors Inc | 7,456 | $679.9K | 0.02% | −644−8.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,458 | $680.1K | 0.00% | −368−4.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,519 | $687.1K | 0.00% | −1,135−13.1% | Reduced |
| New Age Alpha Advisors, LLC | 7,551 | $688.6K | 0.03% | −116−1.5% | Reduced |
| AlphaGrep UK Ltd | 7,580 | $691.2K | 0.21% | +7,580 | New |
| Aster Capital Management (DIFC) Ltd | 7,613 | $694.2K | 0.15% | +7,549+11,795.3% | Added |
| Kestra Advisory Services, LLC | 7,619 | $694.8K | 0.00% | +309+4.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,671 | $699.5K | 0.01% | +50+0.7% | Added |
| Graham Capital Management, L.P. | 7,746 | $706.4K | 0.02% | +5,250+210.3% | Added |
| Westpac Banking Corp | 7,752 | $706.9K | 0.04% | +3,448+80.1% | Added |
| Perpetual Ltd | 7,752 | $706.9K | 0.01% | +3,448+80.1% | Added |
| Krilogy Financial LLC | 7,831 | $714.1K | 0.02% | +1,835+30.6% | Added |
| Brighton Jones LLC | 7,931 | $723.3K | 0.01% | −8,125−50.6% | Reduced |