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 |
|---|---|---|---|---|---|
| Leuthold Group, LLC | 7,944 | $724.4K | 0.07% | +7,944 | New |
| Salem Investment Counselors Inc | 7,992 | $728.8K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8,054 | $734.4K | 0.04% | +189+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 8,191 | $746.9K | 0.00% | −23,967−74.5% | Reduced |
| We Are One Seven, LLC | 8,235 | $751.0K | 0.01% | −285−3.3% | Reduced |
| X-Square Capital, LLC | 8,267 | $754.0K | 0.19% | +240+3.0% | Added |
| HB Wealth Management, LLC | 8,478 | $773.2K | 0.00% | +486+6.1% | Added |
| Baldwin Investment Management, LLC | 8,663 | $790.0K | 0.08% | −525−5.7% | Reduced |
| Iron Financial, LLC | 8,958 | $816.9K | 0.34% | +651+7.8% | Added |
| Spirit of America Management Corp | 9,050 | $825.3K | 0.16% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 9,078 | $827.8K | 0.22% | +34+0.4% | Added |
| Ethic Inc. | 9,207 | $839.5K | 0.01% | +4,845+111.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $843.8K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 9,326 | $850.4K | 0.01% | −49,448−84.1% | Reduced |
| Quadrant Capital Group LLC | 9,369 | $854.4K | 0.02% | −26−0.3% | Reduced |
| Doliver Advisors, LP | 9,408 | $857.9K | 0.19% | −142−1.5% | Reduced |
| Pallas Capital Advisors LLC | 9,462 | $862.8K | 0.03% | +5,549+141.8% | Added |
| denkapparat Operations GmbH | 9,480 | $864.5K | 0.28% | +9,480 | New |
| Indivisible Partners | 9,498 | $866.1K | 0.05% | +9,498 | New |
| Intellectus Partners, LLC | 9,499 | $866.2K | 0.15% | +203+2.2% | Added |
| Blair William & Co | 9,714 | $885.8K | 0.00% | −709−6.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,962 | $892.3K | 0.00% | −748−7.0% | Reduced |
| Neo Ivy Capital Management | 9,863 | $899.4K | 0.21% | −12,526−55.9% | Reduced |
| M&T Bank Corp | 9,947 | $906.2K | 0.00% | −315−3.1% | Reduced |
| Tobam | 10,073 | $919.0K | 0.22% | +3,887+62.8% | Added |
| Simplex Trading, LLC | 10,165 | $926.9K | 0.02% | +10,165 | New |
| Exchange Traded Concepts, LLC | 10,174 | $927.8K | 0.00% | +2,253+28.4% | Added |
| Gilder Gagnon Howe & Co LLC | 10,179 | $928.2K | 0.01% | −199−1.9% | Reduced |
| QRG Capital Management, Inc. | 10,361 | $944.8K | 0.01% | +127+1.2% | Added |
| Beacon Pointe Advisors, LLC | 10,382 | $946.7K | 0.00% | +1,154+12.5% | Added |
| CVA Family Office, LLC | 10,454 | $953.3K | 0.09% | +6+0.1% | Added |
| Miracle Mile Advisors, LLC | 10,515 | $958.9K | 0.01% | −165−1.5% | Reduced |
| Davenport & Co LLC | 10,559 | $962.9K | 0.00% | −184−1.7% | Reduced |
| Ami Asset Management Corp | 10,633 | $969.6K | 0.06% | +117+1.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,700 | $975.7K | 0.06% | +2,733+34.3% | Added |
| Tokio Marine Asset Management Co Ltd | 10,835 | $988.0K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 10,838 | $988.3K | 0.16% | −28−0.3% | Reduced |
| IHT Wealth Management, LLC | 10,841 | $988.6K | 0.02% | +10,841 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,922 | $996.0K | 0.03% | +2,867+35.6% | Added |
| Sig Brokerage, LP | 10,982 | $1.00M | 0.16% | +10,982 | New |
| Chicago Partners Investment Group LLC | 10,967 | $1.01M | 0.02% | +4,690+74.7% | Added |
| Quattro Financial Advisors LLC | 11,158 | $1.02M | 0.22% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,331 | $1.03M | 0.00% | −3,505−23.6% | Reduced |
| Cloverfields Capital Group, LP | 11,391 | $1.04M | 0.31% | −1,830−13.8% | Reduced |
| Confluence Investment Management LLC | 11,412 | $1.04M | 0.02% | +870+8.3% | Added |
| Landscape Capital Management, L.L.C. | 11,451 | $1.04M | 0.07% | +4,512+65.0% | Added |
| ExodusPoint Capital Management, LP | 11,715 | $1.07M | 0.01% | +11,715 | New |
| Maryland State Retirement & Pension System | 11,791 | $1.08M | 0.02% | +609+5.4% | Added |
| New Mexico Educational Retirement Board | 11,800 | $1.08M | 0.03% | +900+8.3% | Added |
| Walleye Trading LLC | 11,821 | $1.08M | 0.02% | +11,821 | New |
| Prelude Capital Management, LLC | 11,977 | $1.09M | 0.08% | +1,155+10.7% | Added |
| Alps Advisors Inc | 12,195 | $1.11M | 0.01% | +7,565+163.4% | Added |
| Louisiana State Employees Retirement System | 12,200 | $1.11M | 0.02% | +100+0.8% | Added |
| Stephens Inc | 12,225 | $1.11M | 0.01% | −1,392−10.2% | Reduced |
| Jones Financial Companies LLLP | 12,812 | $1.13M | 0.00% | −7,035−35.4% | Reduced |
| Profund Advisors LLC | 12,639 | $1.15M | 0.03% | +1,373+12.2% | Added |
| Horizon Investments, LLC | 34,172 | $1.17M | 0.01% | +1,956+6.1% | Added |
| Centiva Capital, LP | 12,904 | $1.18M | 0.04% | +7,198+126.1% | Added |
| Westwood Holdings Group Inc. | 12,991 | $1.18M | 0.01% | +3,384+35.2% | Added |
| Independent Advisor Alliance | 13,046 | $1.19M | 0.03% | −568−4.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,067 | $1.19M | 0.71% | 00.0% | Unchanged |
| Hartford Investment Management Co | 13,224 | $1.21M | 0.03% | −424−3.1% | Reduced |
| Hohimer Wealth Management, LLC | 13,565 | $1.24M | 0.13% | +597+4.6% | Added |
| Braun Stacey Associates Inc | 13,575 | $1.24M | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,697 | $1.25M | 0.00% | +10,144+285.5% | Added |
| D.A. Davidson & Co. | 13,876 | $1.27M | 0.01% | −7,659−35.6% | Reduced |
| Buckingham Strategic Partners | 13,898 | $1.27M | 0.01% | −568−3.9% | Reduced |
| McGowan Group Asset Management, Inc. | 13,943 | $1.27M | 0.15% | +72+0.5% | Added |
| K.J. Harrison & Partners Inc | 14,000 | $1.28M | 0.18% | +14,000 | New |
| US Bancorp | 14,051 | $1.28M | 0.00% | −554−3.8% | Reduced |
| Twin Tree Management, LP | 14,080 | $1.28M | 0.20% | +12,795+995.7% | Added |
| Arrowstreet Capital, Limited Partnership | 14,113 | $1.29M | 0.00% | −81,458−85.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,349 | $1.31M | 0.00% | +2,157+17.7% | Added |
| Kentucky Retirement Systems | 14,355 | $1.31M | 0.03% | +14,355 | New |
| Omers Administration Corp | 14,372 | $1.31M | 0.01% | +7,416+106.6% | Added |
| Vident Advisory, LLC | 14,431 | $1.32M | 0.01% | −872−5.7% | Reduced |
| Walleye Capital LLC | 14,636 | $1.33M | 0.01% | −29,377−66.7% | Reduced |
| Diametric Capital, LP | 14,662 | $1.34M | 0.14% | +14,662 | New |
| Glenorchy Capital Ltd | 14,697 | $1.34M | 0.84% | +978+7.1% | Added |
| JustInvest LLC | 14,721 | $1.34M | 0.01% | +1,131+8.3% | Added |
| Fore Capital, LLC | 15,000 | $1.37M | 1.81% | +15,000 | New |
| Vontobel Holding Ltd. | 15,076 | $1.37M | 0.00% | −37−0.2% | Reduced |
| Investment Management Corp of Ontario | 15,355 | $1.40M | 0.02% | −1,700−10.0% | Reduced |
| Interval Partners, LP | 15,446 | $1.41M | 0.05% | +4,951+47.2% | Added |
| Nierenberg Investment Management Company, Inc. | 15,555 | $1.42M | 0.70% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 15,646 | $1.43M | 0.09% | +5,957+61.5% | Added |
| Norinchukin Bank, The | 15,796 | $1.44M | 0.01% | −4,255−21.2% | Reduced |
| CAPROCK Group, Inc. | 15,821 | $1.44M | 0.03% | +15,821 | New |
| Headlands Technologies LLC | 16,052 | $1.46M | 0.16% | +8,513+112.9% | Added |
| Clough Capital Partners L P | 16,122 | $1.47M | 0.12% | −325,334−95.3% | Reduced |
| Persistent Asset Partners Ltd | 17,175 | $1.51M | 0.48% | +4,098+31.3% | Added |
| Summit Trail Advisors, LLC | 16,668 | $1.52M | 0.02% | +540+3.3% | Added |
| NBC Securities, Inc. | 16,781 | $1.53M | 0.10% | +4,584+37.6% | Added |
| Saudi Central Bank | 16,828 | $1.53M | 0.02% | +8,037+91.4% | Added |
| Arkadios Wealth Advisors | 17,030 | $1.55M | 0.02% | −448−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 17,286 | $1.58M | 0.02% | +12,457+258.0% | Added |
| The PNC Financial Services Group, Inc. | 17,765 | $1.62M | 0.00% | +1,736+10.8% | Added |
| Private Advisor Group, LLC | 17,785 | $1.62M | 0.01% | +11,498+182.9% | Added |
| Board of the Pension Protection Fund | 17,800 | $1.62M | 1.54% | +17,800 | New |
| CWM Advisors, LLC | 17,884 | $1.63M | 0.07% | −9,642−35.0% | Reduced |