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 |
|---|---|---|---|---|---|
| Polianta Ltd | 17,900 | $1.63M | 0.20% | +3,200+21.8% | Added |
| Gulf International Bank (UK) Ltd | 18,093 | $1.65M | 0.03% | −416−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,240 | $1.66M | 0.01% | +4,867+36.4% | Added |
| Nisa Investment Advisors, LLC | 18,255 | $1.66M | 0.01% | +2,414+15.2% | Added |
| Oppenheimer & Co Inc | 18,273 | $1.67M | 0.02% | −829−4.3% | Reduced |
| MML Investors Services, LLC | 18,557 | $1.69M | 0.00% | +7,928+74.6% | Added |
| Pinnacle Associates Ltd | 18,632 | $1.70M | 0.02% | +3,244+21.1% | Added |
| Stanley-Laman Group, Ltd. | 18,708 | $1.71M | 0.17% | −434−2.3% | Reduced |
| Mizuho Securities USA LLC | 18,729 | $1.71M | 0.03% | +4,331+30.1% | Added |
| McAlvany Wealth Management LLC | 18,758 | $1.71M | 1.28% | +2,013+12.0% | Added |
| Agf Management Ltd | 18,975 | $1.73M | 0.01% | −35,501−65.2% | Reduced |
| Uhlmann Price Securities, LLC | 18,989 | $1.73M | 0.06% | +78+0.4% | Added |
| Donoghue Forlines LLC | 19,541 | $1.78M | 0.46% | +4,206+27.4% | Added |
| Impact Partnership Wealth, LLC | 19,632 | $1.79M | 0.17% | +19,632 | New |
| Bank of Nova Scotia | 19,970 | $1.82M | 0.00% | −18,606−48.2% | Reduced |
| Bleakley Financial Group, LLC | 20,332 | $1.85M | 0.02% | +20,332 | New |
| Cambridge Investment Research Advisors, Inc. | 20,573 | $1.88M | 0.00% | +5,642+37.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,608 | $1.97M | 0.00% | +19,598+975.0% | Added |
| Public Employees Retirement Association of Colorado | 21,707 | $1.98M | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 21,859 | $1.99M | 0.00% | +20,175+1,198.0% | Added |
| Orca Wealth Management, LLC | 21,894 | $2.00M | 1.20% | +1,828+9.1% | Added |
| UniSuper Management Pty Ltd | 21,928 | $2.00M | 0.01% | −4,612−17.4% | Reduced |
| Mfg Wealth Management, Inc. | 21,956 | $2.00M | 1.43% | −165−0.7% | Reduced |
| Renaissance Technologies LLC | 22,662 | $2.07M | 0.00% | −303,100−93.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 22,783 | $2.08M | 0.72% | −688−2.9% | Reduced |
| CSS LLC | 22,920 | $2.09M | 0.09% | +14,330+166.8% | Added |
| KBC Group NV | 23,218 | $2.12M | 0.00% | +2,966+14.6% | Added |
| State of Alaska, Department of Revenue | 23,440 | $2.14M | 0.02% | −33−0.1% | Reduced |
| GAM Holding AG | 23,575 | $2.15M | 0.16% | −58−0.2% | Reduced |
| Nykredit A/S | 23,592 | $2.15M | 0.01% | +23,592 | New |
| Guggenheim Capital LLC | 23,610 | $2.15M | 0.01% | +13,257+128.0% | Added |
| Mediolanum International Funds Ltd | 24,684 | $2.16M | 0.02% | +17,469+242.1% | Added |
| CI Private Wealth, LLC | 23,988 | $2.19M | 0.00% | +5,963+33.1% | Added |
| Estate Counselors, LLC | 24,244 | $2.21M | 0.19% | +24,244 | New |
| Commonwealth Equity Services, LLC | 24,351 | $2.22M | 0.00% | −1,808−6.9% | Reduced |
| Retirement Planning Group | 24,370 | $2.22M | 0.06% | −20.0% | Reduced |
| Yousif Capital Management, LLC | 24,594 | $2.24M | 0.03% | −613−2.4% | Reduced |
| Gateway Investment Advisers LLC | 24,948 | $2.28M | 0.02% | +22,221+814.9% | Added |
| Rothschild Investment LLC | 24,966 | $2.28M | 0.09% | +20,042+407.0% | Added |
| Natixis Advisors, L.P. | 25,005 | $2.28M | 0.00% | −43,946−63.7% | Reduced |
| Clark Estates Inc | 25,500 | $2.33M | 0.54% | +25,500 | New |
| Candriam Luxembourg S.C.A. | 25,693 | $2.34M | 0.01% | −9,601−27.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 26,017 | $2.37M | 0.05% | +9,021+53.1% | Added |
| River Road Asset Management, LLC | 26,232 | $2.39M | 0.03% | −1,854−6.6% | Reduced |
| Permanent Capital Management, LP | 26,635 | $2.43M | 0.33% | +4,239+18.9% | Added |
| PEAK6 LLC | 26,856 | $2.45M | 0.06% | +26,856 | New |
| Y-Intercept (Hong Kong) Ltd | 26,932 | $2.46M | 0.05% | −84,825−75.9% | Reduced |
| Dark Forest Capital Management LP | 27,010 | $2.46M | 0.16% | +24,794+1,118.9% | Added |
| HighTower Advisors, LLC | 27,193 | $2.48M | 0.00% | −14,668−35.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,115 | $2.65M | 0.00% | +512+1.8% | Added |
| Oregon Public Employees Retirement Fund | 29,495 | $2.69M | 0.03% | +2,200+8.1% | Added |
| SRS Capital Advisors, Inc. | 29,870 | $2.72M | 0.02% | +27,450+1,134.3% | Added |
| Brandes Investment Partners, LP | 29,883 | $2.73M | 0.02% | +3,580+13.6% | Added |
| Fifth Third Wealth Advisors LLC | 30,690 | $2.80M | 0.08% | +5,923+23.9% | Added |
| Oak Thistle LLC | 31,532 | $2.88M | 0.28% | +31,532 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,560 | $2.88M | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 31,685 | $2.89M | 0.02% | +1,862+6.2% | Added |
| Nissay Asset Management Corp | 32,326 | $2.95M | 0.01% | +1,701+5.6% | Added |
| OnyxPoint Global Management LP | 32,566 | $2.97M | 3.16% | −1,212−3.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 32,788 | $2.99M | 0.00% | −25,187−43.4% | Reduced |
| SummitTX Capital, L.P. | 32,873 | $3.00M | 0.08% | +9,575+41.1% | Added |
| Crewe Advisors LLC | 33,134 | $3.02M | 0.22% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 31,691 | $3.02M | 0.04% | +9,889+45.4% | Added |
| New York Life Investment Management LLC | 33,398 | $3.05M | 0.02% | +230+0.7% | Added |
| First Dallas Securities Inc. | 33,574 | $3.06M | 1.01% | +2,560+8.3% | Added |
| DC Investments Management, LLC | 33,887 | $3.09M | 1.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 33,957 | $3.10M | 0.00% | −5,282−13.5% | Reduced |
| Brinker Capital Investments, LLC | 34,207 | $3.12M | 0.02% | −1,606−4.5% | Reduced |
| Clear Harbor Asset Management, LLC | 34,269 | $3.13M | 0.20% | +8,812+34.6% | Added |
| Sanctuary Advisors, LLC | 34,476 | $3.14M | 0.01% | +13,864+67.3% | Added |
| Empyrean Capital Partners, LP | 34,500 | $3.15M | 0.11% | 00.0% | Unchanged |
| Utah Retirement Systems | 34,527 | $3.15M | 0.03% | −2,183−5.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,611 | $3.16M | 0.02% | −701−2.0% | Reduced |
| GWM Advisors LLC | 35,673 | $3.25M | 0.01% | +27,492+336.0% | Added |
| Long Focus Capital Management, LLC | 36,000 | $3.28M | 0.13% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 36,065 | $3.29M | 0.02% | +3,242+9.9% | Added |
| Merit Financial Group, LLC | 36,530 | $3.33M | 0.02% | +10,217+38.8% | Added |
| DRW Securities, LLC | 36,648 | $3.34M | 0.20% | +22,353+156.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 36,657 | $3.34M | 0.08% | −2,719−6.9% | Reduced |
| Delphi Financial Group, Inc. | 36,720 | $3.35M | 1.65% | 00.0% | Unchanged |
| Lido Advisors, LLC | 36,725 | $3.35M | 0.01% | +33,534+1,050.9% | Added |
| Rakuten Investment Management, Inc. | 39,196 | $3.43M | 0.01% | +3,850+10.9% | Added |
| Xponance, Inc. | 37,932 | $3.46M | 0.02% | +522+1.4% | Added |
| Gradient Investments LLC | 38,365 | $3.50M | 0.05% | +2,870+8.1% | Added |
| Swiss Life Asset Management Ltd | 38,415 | $3.50M | 0.01% | +7,044+22.5% | Added |
| MH & Associates Securities Management Corp | 39,097 | $3.57M | 3.20% | +6,286+19.2% | Added |
| Mount Yale Investment Advisors, LLC | 39,198 | $3.57M | 0.07% | +6,725+20.7% | Added |
| NEOS Investment Management LLC | 39,707 | $3.62M | 0.01% | +5,577+16.3% | Added |
| Susquehanna Advisors Group, Inc. | 39,866 | $3.64M | 0.10% | −32,056−44.6% | Reduced |
| Nicholas Investment Partners, LP | 41,000 | $3.74M | 0.21% | −1,243−2.9% | Reduced |
| AlphaCore Capital LLC | 41,217 | $3.76M | 0.07% | +1,504+3.8% | Added |
| apricus wealth, LLC | 41,880 | $3.82M | 1.82% | +1,385+3.4% | Added |
| Algert Global LLC | 43,074 | $3.93M | 0.05% | +43,074 | New |
| Amalgamated Bank | 43,134 | $3.93M | 0.03% | +312+0.7% | Added |
| Ossiam | 44,932 | $4.10M | 0.05% | +44,932 | New |
| Harvey Capital Management Inc | 46,033 | $4.20M | 0.86% | −4,920−9.7% | Reduced |
| Elo Mutual Pension Insurance Co | 46,550 | $4.24M | 0.05% | +9,731+26.4% | Added |
| Woodstock Corp | 46,742 | $4.26M | 0.35% | +736+1.6% | Added |
| Captrust Financial Advisors | 47,242 | $4.31M | 0.01% | +3,861+8.9% | Added |
| Boothbay Fund Management, LLC | 48,673 | $4.44M | 0.09% | +409+0.8% | Added |