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 |
|---|---|---|---|---|---|
| Socorro Asset Management LP | 79,100 | $7.21M | 3.24% | +4,667+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,068 | $7.21M | 0.01% | −264,935−77.0% | Reduced |
| Credit Agricole S A | 78,793 | $7.19M | 0.02% | +9,810+14.2% | Added |
| State of New Jersey Common Pension Fund D | 78,078 | $7.12M | 0.02% | −3,317−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 77,635 | $7.08M | 0.02% | +5,624+7.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 75,869 | $6.92M | 0.01% | +5,472+7.8% | Added |
| Davidson Investment Advisors | 75,621 | $6.90M | 0.28% | −5,404−6.7% | Reduced |
| Gabelli Funds LLC | 73,418 | $6.69M | 0.04% | −593−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 72,300 | $6.59M | 0.02% | −313,634−81.3% | Reduced |
| Canada Pension Plan Investment Board | 71,801 | $6.55M | 0.00% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 70,791 | $6.46M | 2.32% | +70,791 | New |
| State of Michigan Retirement System | 70,300 | $6.41M | 0.03% | +8,100+13.0% | Added |
| Concorde Financial Corp | 70,261 | $6.41M | 5.16% | +500+0.7% | Added |
| RR Advisors, LLC | 70,068 | $6.39M | 1.85% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 70,024 | $6.38M | 0.02% | +15,737+29.0% | Added |
| Pennant Select, LLC | 69,700 | $6.36M | 2.82% | 00.0% | Unchanged |
| Summit Financial, LLC | 69,393 | $6.33M | 0.07% | −25,041−26.5% | Reduced |
| Arizona State Retirement System | 68,925 | $6.29M | 0.03% | +4,209+6.5% | Added |
| Continuum Advisory, LLC | 68,903 | $6.28M | 0.51% | +68,903 | New |
| Public Sector Pension Investment Board | 68,295 | $6.23M | 0.02% | +591+0.9% | Added |
| Czech National Bank | 68,094 | $6.21M | 0.03% | +3,229+5.0% | Added |
| Martingale Asset Management L P | 65,801 | $6.00M | 0.14% | +65,801 | New |
| TCW Group Inc | 63,801 | $5.82M | 0.04% | +8,887+16.2% | Added |
| Two Sigma Investments, LP | 62,810 | $5.73M | 0.00% | −231,993−78.7% | Reduced |
| IFM Investors Pty Ltd | 62,432 | $5.69M | 0.04% | +2,173+3.6% | Added |
| Mackenzie Financial Corp | 62,314 | $5.68M | 0.01% | −286,437−82.1% | Reduced |
| Mercer Global Advisors Inc | 62,078 | $5.66M | 0.01% | +9,589+18.3% | Added |
| Castleark Management LLC | 61,230 | $5.58M | 0.15% | 00.0% | Unchanged |
| Fifth Third Bancorp | 60,860 | $5.55M | 0.01% | +4,106+7.2% | Added |
| Storebrand Asset Management AS | 60,724 | $5.54M | 0.01% | −8,592−12.4% | Reduced |
| Scotia Capital Inc. | 60,531 | $5.52M | 0.02% | +691+1.2% | Added |
| Advisor Group Holdings, Inc. | 59,955 | $5.47M | 0.01% | −12,932−17.7% | Reduced |
| Core Capital Management & Research, inc. | 56,236 | $5.41M | 2.84% | +56,236 | New |
| Natixis | 58,395 | $5.33M | 0.03% | +184+0.3% | Added |
| Vestcor Inc | 57,849 | $5.28M | 0.13% | +29,568+104.6% | Added |
| Abn Amro Investment Solutions | 56,917 | $5.19M | 0.04% | +56,917 | New |
| Holocene Advisors, LP | 56,753 | $5.18M | 0.01% | −3,161−5.3% | Reduced |
| ProShare Advisors LLC | 55,949 | $5.10M | 0.01% | −711−1.3% | Reduced |
| Lonestar Capital Management LLC | 55,000 | $5.02M | 3.23% | −30,000−35.3% | Reduced |
| MetLife Investment Management | 54,533 | $4.97M | 0.02% | −937−1.7% | Reduced |
| GF Fund Management Co. Ltd. | 54,434 | $4.96M | 0.06% | −10,798−16.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 54,057 | $4.93M | 0.01% | +6,692+14.1% | Added |
| Intech Investment Management LLC | 54,006 | $4.92M | 0.05% | −6,169−10.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,929 | $4.83M | 0.01% | +6,087+10.9% | Added |
| Nordea Investment Management AB | 53,081 | $4.82M | 0.00% | +2,264+4.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,839 | $4.82M | 0.02% | −2,641−4.8% | Reduced |
| Woodline Partners LP | 52,282 | $4.77M | 0.01% | +5,633+12.1% | Added |
| Romano Brothers and Company | 50,559 | $4.61M | 0.46% | −500−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 50,325 | $4.59M | 0.01% | +31,865+172.6% | Added |
| Ninepoint Partners LP | 50,000 | $4.56M | 0.41% | +50,000 | New |
| 1832 Asset Management L.P. | 49,608 | $4.52M | 0.01% | +209+0.4% | Added |
| CIBC World Markets Inc. | 49,598 | $4.52M | 0.01% | −145,007−74.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 49,460 | $4.51M | 0.04% | +1,400+2.9% | Added |
| Boothbay Fund Management, LLC | 48,673 | $4.44M | 0.09% | +409+0.8% | Added |
| Captrust Financial Advisors | 47,242 | $4.31M | 0.01% | +3,861+8.9% | Added |
| Woodstock Corp | 46,742 | $4.26M | 0.35% | +736+1.6% | Added |
| Elo Mutual Pension Insurance Co | 46,550 | $4.24M | 0.05% | +9,731+26.4% | Added |
| Harvey Capital Management Inc | 46,033 | $4.20M | 0.86% | −4,920−9.7% | Reduced |
| Ossiam | 44,932 | $4.10M | 0.05% | +44,932 | New |
| Amalgamated Bank | 43,134 | $3.93M | 0.03% | +312+0.7% | Added |
| Algert Global LLC | 43,074 | $3.93M | 0.05% | +43,074 | New |
| apricus wealth, LLC | 41,880 | $3.82M | 1.82% | +1,385+3.4% | Added |
| AlphaCore Capital LLC | 41,217 | $3.76M | 0.07% | +1,504+3.8% | Added |
| Nicholas Investment Partners, LP | 41,000 | $3.74M | 0.21% | −1,243−2.9% | Reduced |
| Susquehanna Advisors Group, Inc. | 39,866 | $3.64M | 0.10% | −32,056−44.6% | Reduced |
| NEOS Investment Management LLC | 39,707 | $3.62M | 0.01% | +5,577+16.3% | Added |
| Mount Yale Investment Advisors, LLC | 39,198 | $3.57M | 0.07% | +6,725+20.7% | Added |
| MH & Associates Securities Management Corp | 39,097 | $3.57M | 3.20% | +6,286+19.2% | Added |
| Swiss Life Asset Management Ltd | 38,415 | $3.50M | 0.01% | +7,044+22.5% | Added |
| Gradient Investments LLC | 38,365 | $3.50M | 0.05% | +2,870+8.1% | Added |
| Xponance, Inc. | 37,932 | $3.46M | 0.02% | +522+1.4% | Added |
| Rakuten Investment Management, Inc. | 39,196 | $3.43M | 0.01% | +3,850+10.9% | Added |
| Lido Advisors, LLC | 36,725 | $3.35M | 0.01% | +33,534+1,050.9% | Added |
| Delphi Financial Group, Inc. | 36,720 | $3.35M | 1.65% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 36,657 | $3.34M | 0.08% | −2,719−6.9% | Reduced |
| DRW Securities, LLC | 36,648 | $3.34M | 0.20% | +22,353+156.4% | Added |
| Merit Financial Group, LLC | 36,530 | $3.33M | 0.02% | +10,217+38.8% | Added |
| British Columbia Investment Management Corp | 36,065 | $3.29M | 0.02% | +3,242+9.9% | Added |
| Long Focus Capital Management, LLC | 36,000 | $3.28M | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 35,673 | $3.25M | 0.01% | +27,492+336.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,611 | $3.16M | 0.02% | −701−2.0% | Reduced |
| Utah Retirement Systems | 34,527 | $3.15M | 0.03% | −2,183−5.9% | Reduced |
| Empyrean Capital Partners, LP | 34,500 | $3.15M | 0.11% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 34,476 | $3.14M | 0.01% | +13,864+67.3% | Added |
| Clear Harbor Asset Management, LLC | 34,269 | $3.13M | 0.20% | +8,812+34.6% | Added |
| Brinker Capital Investments, LLC | 34,207 | $3.12M | 0.02% | −1,606−4.5% | Reduced |
| Cetera Investment Advisers | 33,957 | $3.10M | 0.00% | −5,282−13.5% | Reduced |
| DC Investments Management, LLC | 33,887 | $3.09M | 1.05% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 33,574 | $3.06M | 1.01% | +2,560+8.3% | Added |
| New York Life Investment Management LLC | 33,398 | $3.05M | 0.02% | +230+0.7% | Added |
| J. Safra Sarasin Holding AG | 31,691 | $3.02M | 0.04% | +9,889+45.4% | Added |
| Crewe Advisors LLC | 33,134 | $3.02M | 0.22% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 32,873 | $3.00M | 0.08% | +9,575+41.1% | Added |
| Robeco Institutional Asset Management B.V. | 32,788 | $2.99M | 0.00% | −25,187−43.4% | Reduced |
| OnyxPoint Global Management LP | 32,566 | $2.97M | 3.16% | −1,212−3.6% | Reduced |
| Nissay Asset Management Corp | 32,326 | $2.95M | 0.01% | +1,701+5.6% | Added |
| Zacks Investment Management | 31,685 | $2.89M | 0.02% | +1,862+6.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,560 | $2.88M | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 31,532 | $2.88M | 0.28% | +31,532 | New |
| Fifth Third Wealth Advisors LLC | 30,690 | $2.80M | 0.08% | +5,923+23.9% | Added |