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, 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
- 854
- −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
- 363 more added
- Sold out
- 147
- 269 more reduced
9 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 | 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, 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 |
|---|---|---|---|---|---|
| Carlson Capital L P | 138,214 | $12.6M | 2.60% | +114,480+482.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 140,470 | $12.8M | 0.13% | −2,706−1.9% | Reduced |
| Toroso Investments, LLC | 144,285 | $13.2M | 0.03% | −96,000−40.0% | Reduced |
| CSM Advisors, LLC | 145,359 | $13.3M | 0.28% | −1,371−0.9% | Reduced |
| STRS Ohio | 146,379 | $13.3M | 0.05% | −33,860−18.8% | Reduced |
| Ieq Capital, LLC | 147,558 | $13.5M | 0.06% | +1,302+0.9% | Added |
| TMB Capital Partners, LLC | 152,593 | $13.9M | 4.34% | +152,593 | New |
| CIBC Asset Management Inc | 154,880 | $14.1M | 0.03% | +53,312+52.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 156,404 | $14.3M | 0.03% | −13,381−7.9% | Reduced |
| Colony Group, LLC | 156,445 | $14.3M | 0.01% | +12,445+8.6% | Added |
| Franklin Resources Inc | 157,139 | $14.3M | 0.00% | +89,519+132.4% | Added |
| DnB Asset Management AS | 160,774 | $14.7M | 0.04% | +87,260+118.7% | Added |
| Treasurer of the State of North Carolina | 164,129 | $15.0M | 0.04% | +66,778+68.6% | Added |
| Cerity Partners LLC | 165,332 | $15.1M | 0.02% | +98,333+146.8% | Added |
| Moran Wealth Management, LLC | 167,650 | $15.3M | 0.42% | +137,816+461.9% | Added |
| Ceredex Value Advisors LLC | 169,548 | $15.5M | 0.44% | −2,806−1.6% | Reduced |
| Cobalt Capital Management, Inc. | 170,000 | $15.5M | 11.03% | +80,200+89.3% | Added |
| Standard Life Aberdeen plc | 170,067 | $15.5M | 0.02% | −10,419−5.8% | Reduced |
| Quantinno Capital Management LP | 170,479 | $15.5M | 0.02% | +34,411+25.3% | Added |
| Toronto Dominion Bank | 171,310 | $15.6M | 0.03% | +102,524+149.0% | Added |
| Korea Investment CORP | 171,989 | $15.7M | 0.03% | −48,218−21.9% | Reduced |
| Old West Investment Management, LLC | 174,743 | $15.9M | 1.69% | +174,743 | New |
| KLP Kapitalforvaltning AS | 179,632 | $16.4M | 0.05% | +92,600+106.4% | Added |
| Hamilton Capital Partners Inc. | 179,708 | $16.4M | 0.48% | +16,712+10.3% | Added |
| State of Wisconsin Investment Board | 189,330 | $17.3M | 0.03% | −56,739−23.1% | Reduced |
| National Bank of Canada | 190,556 | $17.4M | 0.02% | +106,649+127.1% | Added |
| New York State Teachers Retirement System | 191,297 | $17.4M | 0.03% | +21,753+12.8% | Added |
| Pennant Investors, LP | 196,000 | $17.9M | 5.34% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 197,547 | $18.0M | 0.03% | −267−0.1% | Reduced |
| Envestnet Asset Management Inc | 204,947 | $18.7M | 0.00% | +21,931+12.0% | Added |
| Wells Fargo & Company | 208,135 | $19.0M | 0.00% | −452,547−68.5% | Reduced |
| SEI Investments Co | 209,618 | $19.1M | 0.02% | −42,366−16.8% | Reduced |
| Aviva PLC | 209,767 | $19.1M | 0.03% | +19,633+10.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 218,944 | $20.0M | 0.04% | +56,744+35.0% | Added |
| Bank of Montreal | 220,947 | $20.1M | 0.01% | +20,139+10.0% | Added |
| King Luther Capital Management Corp | 221,485 | $20.2M | 0.08% | −20,983−8.7% | Reduced |
| SIR Capital Management, L.P. | 234,043 | $21.3M | 2.45% | −176,690−43.0% | Reduced |
| HITE Hedge Asset Management LLC | 234,566 | $21.4M | 1.17% | −116,828−33.2% | Reduced |
| Goehring & Rozencwajg Associates, LLC | 237,837 | $21.7M | 1.25% | +11,977+5.3% | Added |
| Himension Fund | 239,197 | $21.8M | 1.34% | +95,492+66.5% | Added |
| National Pension Service | 243,895 | $22.2M | 0.01% | −325,063−57.1% | Reduced |
| Levin Capital Strategies, L.P. | 244,468 | $22.3M | 1.50% | +49,212+25.2% | Added |
| Manufacturers Life Insurance Company, The | 245,914 | $22.4M | 0.02% | −12,021−4.7% | Reduced |
| Holowesko Partners Ltd. | 252,300 | $23.0M | 5.82% | +2,300+0.9% | Added |
| Schroder Investment Management Group | 255,216 | $23.3M | 0.02% | +37,233+17.1% | Added |
| Virginia Retirement Systems Et Al | 261,100 | $23.8M | 0.14% | 00.0% | Unchanged |
| Macquarie Group Ltd | 263,331 | $24.0M | 0.10% | +53,586+25.5% | Added |
| Freestone Grove Partners LP | 269,312 | $24.6M | 0.16% | −123,756−31.5% | Reduced |
| Canoe Financial LP | 254,892 | $25.2M | 0.31% | −838,544−76.7% | Reduced |
| Hancock Prospecting Pty Ltd | 276,804 | $25.2M | 0.44% | +105,000+61.1% | Added |
| Alliancebernstein L.P. | 231,672 | $25.4M | 0.01% | −28,108−10.8% | Reduced |
| Pinebridge Investments LLC | 279,551 | $25.5M | 0.21% | −49,490−15.0% | Reduced |
| California State Teachers Retirement System | 279,633 | $25.5M | 0.02% | +2,967+1.1% | Added |
| Great Lakes Advisors, LLC | 296,951 | $27.1M | 0.21% | −49,908−14.4% | Reduced |
| Erste Asset Management GmbH | 320,761 | $28.1M | 0.22% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 319,717 | $29.2M | 26.78% | 00.0% | Unchanged |
| Primecap Management Co | 325,447 | $29.7M | 0.02% | −5,500−1.7% | Reduced |
| Allianz Asset Management GmbH | 336,353 | $30.7M | 0.03% | +229,890+215.9% | Added |
| Capital Fund Management S.A. | 336,793 | $30.7M | 0.22% | +147,156+77.6% | Added |
| Empowered Funds, LLC | 340,931 | $31.1M | 0.16% | +163,000+91.6% | Added |
| Deprince Race & Zollo Inc | 368,045 | $33.6M | 0.56% | −4,788−1.3% | Reduced |
| Wellington Management Group LLP | 375,816 | $34.3M | 0.01% | −64,490−14.6% | Reduced |
| Citigroup Inc | 379,724 | $34.6M | 0.02% | +71,332+23.1% | Added |
| Barclays PLC | 381,673 | $34.8M | 0.01% | −149,184−28.1% | Reduced |
| Retirement Systems of Alabama | 390,557 | $35.6M | 0.11% | −33,720−7.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 405,546 | $37.0M | 0.59% | +339,677+515.7% | Added |
| Ruffer LLP | 420,557 | $38.3M | 1.35% | +420,557 | New |
| Jupiter Topco LLC | 428,603 | $39.1M | 0.02% | +428,603 | New |
| Los Angeles Capital Management LLC | 434,113 | $39.6M | 0.15% | −550,469−55.9% | Reduced |
| Rhumbline Advisers | 434,316 | $39.6M | 0.03% | +13,907+3.3% | Added |
| Tocqueville Asset Management L.P. | 436,694 | $39.8M | 0.53% | +62,172+16.6% | Added |
| Palo Duro Investment Partners, LP | 439,476 | $40.1M | 7.73% | +243,534+124.3% | Added |
| Raymond James Financial Inc | 444,863 | $40.6M | 0.01% | −45,425−9.3% | Reduced |
| Bridgewater Associates, LP | 447,886 | $40.8M | 0.17% | +447,886 | New |
| California Public Employees Retirement System | 448,622 | $40.9M | 0.02% | +25,099+5.9% | Added |
| Russell Investments Group, Ltd. | 456,303 | $41.6M | 0.04% | +126,637+38.4% | Added |
| IMC-Chicago, LLC | 459,197 | $41.9M | 0.38% | +440,265+2,325.5% | Added |
| Principal Financial Group Inc | 475,903 | $43.4M | 0.02% | −505,622−51.5% | Reduced |
| Schwartz Investment Counsel Inc | 480,720 | $43.8M | 1.45% | +70,000+17.0% | Added |
| Kempen Capital Management N.V. | 487,647 | $44.5M | 0.34% | +223,241+84.4% | Added |
| Vanguard Asset Management, Ltd | 497,524 | $45.4M | 0.03% | +56,425+12.8% | Added |
| Squarepoint Ops LLC | 500,209 | $45.6M | 0.09% | +56,647+12.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 528,025 | $47.9M | 0.12% | +10,605+2.0% | Added |
| BNP Paribas Arbitrage, SA | 540,202 | $49.3M | 0.03% | +35,895+7.1% | Added |
| Neuberger Berman Group LLC | 541,764 | $49.4M | 0.03% | −187,239−25.7% | Reduced |
| Vanguard Global Advisers, LLC | 549,533 | $50.1M | 0.02% | +26,152+5.0% | Added |
| Clearbridge Investments, LLC | 565,825 | $51.6M | 0.04% | +63,050+12.5% | Added |
| Thompson Siegel & Walmsley LLC | 575,121 | $52.4M | 0.95% | +112,914+24.4% | Added |
| Nuveen, LLC | 575,475 | $52.5M | 0.01% | −42,452−6.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 581,134 | $53.0M | 0.03% | +74,054+14.6% | Added |
| Voya Investment Management LLC | 608,994 | $55.5M | 0.05% | −1,320,451−68.4% | Reduced |
| Citadel Advisors LLC | 622,041 | $56.7M | 0.03% | −882,658−58.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 651,788 | $59.4M | 0.03% | +41,351+6.8% | Added |
| Balyasny Asset Management LLC | 675,722 | $61.6M | 0.11% | +19,795+3.0% | Added |
| Swiss National Bank | 677,956 | $61.8M | 0.03% | −21,100−3.0% | Reduced |
| Rokos Capital Management LLP | 688,699 | $62.8M | 0.79% | −173,869−20.2% | Reduced |
| Van Eck Associates Corp | 716,674 | $65.4M | 0.04% | +478,650+201.1% | Added |
| Millennium Management LLC | 756,643 | $69.0M | 0.05% | −898,992−54.3% | Reduced |
| Lord, Abbett & Co. LLC | 775,244 | $70.7M | 0.20% | −665,606−46.2% | Reduced |
| SG Americas Securities, LLC | 798,610 | $72.8M | 0.04% | +245,531+44.4% | Added |