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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 12,200 | $1.11M | 0.02% | +100+0.8% | Added |
| Alps Advisors Inc | 12,195 | $1.11M | 0.01% | +7,565+163.4% | Added |
| Prelude Capital Management, LLC | 11,977 | $1.09M | 0.08% | +1,155+10.7% | Added |
| Walleye Trading LLC | 11,821 | $1.08M | 0.02% | +11,821 | New |
| New Mexico Educational Retirement Board | 11,800 | $1.08M | 0.03% | +900+8.3% | Added |
| Maryland State Retirement & Pension System | 11,791 | $1.08M | 0.02% | +609+5.4% | Added |
| ExodusPoint Capital Management, LP | 11,715 | $1.07M | 0.01% | +11,715 | New |
| Landscape Capital Management, L.L.C. | 11,451 | $1.04M | 0.07% | +4,512+65.0% | Added |
| Confluence Investment Management LLC | 11,412 | $1.04M | 0.02% | +870+8.3% | Added |
| Cloverfields Capital Group, LP | 11,391 | $1.04M | 0.31% | −1,830−13.8% | Reduced |
| Pathstone Holdings, LLC | 11,331 | $1.03M | 0.00% | −3,505−23.6% | Reduced |
| Quattro Financial Advisors LLC | 11,158 | $1.02M | 0.22% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,967 | $1.01M | 0.02% | +4,690+74.7% | Added |
| Sig Brokerage, LP | 10,982 | $1.00M | 0.16% | +10,982 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,922 | $996.0K | 0.03% | +2,867+35.6% | Added |
| IHT Wealth Management, LLC | 10,841 | $988.6K | 0.02% | +10,841 | New |
| Machina Capital S.A.S. | 10,838 | $988.3K | 0.16% | −28−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,835 | $988.0K | 0.03% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,700 | $975.7K | 0.06% | +2,733+34.3% | Added |
| Ami Asset Management Corp | 10,633 | $969.6K | 0.06% | +117+1.1% | Added |
| Davenport & Co LLC | 10,559 | $962.9K | 0.00% | −184−1.7% | Reduced |
| Miracle Mile Advisors, LLC | 10,515 | $958.9K | 0.01% | −165−1.5% | Reduced |
| CVA Family Office, LLC | 10,454 | $953.3K | 0.09% | +6+0.1% | Added |
| Beacon Pointe Advisors, LLC | 10,382 | $946.7K | 0.00% | +1,154+12.5% | Added |
| QRG Capital Management, Inc. | 10,361 | $944.8K | 0.01% | +127+1.2% | Added |
| Gilder Gagnon Howe & Co LLC | 10,179 | $928.2K | 0.01% | −199−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 10,174 | $927.8K | 0.00% | +2,253+28.4% | Added |
| Simplex Trading, LLC | 10,165 | $926.9K | 0.02% | +10,165 | New |
| Tobam | 10,073 | $919.0K | 0.22% | +3,887+62.8% | Added |
| M&T Bank Corp | 9,947 | $906.2K | 0.00% | −315−3.1% | Reduced |
| Neo Ivy Capital Management | 9,863 | $899.4K | 0.21% | −12,526−55.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,962 | $892.3K | 0.00% | −748−7.0% | Reduced |
| Blair William & Co | 9,714 | $885.8K | 0.00% | −709−6.8% | Reduced |
| Intellectus Partners, LLC | 9,499 | $866.2K | 0.15% | +203+2.2% | Added |
| Indivisible Partners | 9,498 | $866.1K | 0.05% | +9,498 | New |
| denkapparat Operations GmbH | 9,480 | $864.5K | 0.28% | +9,480 | New |
| Pallas Capital Advisors LLC | 9,462 | $862.8K | 0.03% | +5,549+141.8% | Added |
| Doliver Advisors, LP | 9,408 | $857.9K | 0.19% | −142−1.5% | Reduced |
| Quadrant Capital Group LLC | 9,369 | $854.4K | 0.02% | −26−0.3% | Reduced |
| MUFG Securities EMEA plc | 9,326 | $850.4K | 0.01% | −49,448−84.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $843.8K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 9,207 | $839.5K | 0.01% | +4,845+111.1% | Added |
| Argos Wealth Advisors, LLC | 9,078 | $827.8K | 0.22% | +34+0.4% | Added |
| Spirit of America Management Corp | 9,050 | $825.3K | 0.16% | 00.0% | Unchanged |
| Iron Financial, LLC | 8,958 | $816.9K | 0.34% | +651+7.8% | Added |
| Baldwin Investment Management, LLC | 8,663 | $790.0K | 0.08% | −525−5.7% | Reduced |
| HB Wealth Management, LLC | 8,478 | $773.2K | 0.00% | +486+6.1% | Added |
| X-Square Capital, LLC | 8,267 | $754.0K | 0.19% | +240+3.0% | Added |
| We Are One Seven, LLC | 8,235 | $751.0K | 0.01% | −285−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,191 | $746.9K | 0.00% | −23,967−74.5% | Reduced |
| Cidel Asset Management Inc | 8,054 | $734.4K | 0.04% | +189+2.4% | Added |
| Salem Investment Counselors Inc | 7,992 | $728.8K | 0.02% | 00.0% | Unchanged |
| Leuthold Group, LLC | 7,944 | $724.4K | 0.07% | +7,944 | New |
| Brighton Jones LLC | 7,931 | $723.3K | 0.01% | −8,125−50.6% | Reduced |
| Krilogy Financial LLC | 7,831 | $714.1K | 0.02% | +1,835+30.6% | 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 |
| Graham Capital Management, L.P. | 7,746 | $706.4K | 0.02% | +5,250+210.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,671 | $699.5K | 0.01% | +50+0.7% | Added |
| Kestra Advisory Services, LLC | 7,619 | $694.8K | 0.00% | +309+4.2% | Added |
| Aster Capital Management (DIFC) Ltd | 7,613 | $694.2K | 0.15% | +7,549+11,795.3% | Added |
| AlphaGrep UK Ltd | 7,580 | $691.2K | 0.21% | +7,580 | New |
| New Age Alpha Advisors, LLC | 7,551 | $688.6K | 0.03% | −116−1.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,519 | $687.1K | 0.00% | −1,135−13.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,458 | $680.1K | 0.00% | −368−4.7% | Reduced |
| Hennessy Advisors Inc | 7,456 | $679.9K | 0.02% | −644−8.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 7,420 | $676.6K | 0.24% | −660−8.2% | Reduced |
| Ci Investments Inc. | 7,402 | $675.0K | 0.00% | +5,506+290.4% | Added |
| Banco BTG Pactual S.A. | 7,400 | $674.8K | 0.09% | −696−8.6% | Reduced |
| DekaBank Deutsche Girozentrale | 6,122 | $670.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,273 | $663.2K | 0.01% | +1,359+23.0% | Added |
| MUFG Securities Americas Inc. | 7,206 | $657.1K | 0.03% | +616+9.3% | Added |
| Citizens Financial Group Inc | 7,193 | $655.9K | 0.01% | +3,003+71.7% | Added |
| Brown Brothers Harriman & Co | 7,044 | $642.3K | 0.00% | +4,313+157.9% | Added |
| Sequent Asset Management, LLC | 6,984 | $636.9K | 0.27% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 6,978 | $636.3K | 0.01% | −2,097−23.1% | Reduced |
| Federated Hermes, Inc. | 6,960 | $634.7K | 0.00% | +1,552+28.7% | Added |
| Encompass More Asset Management | 6,937 | $632.6K | 0.09% | −6,385−47.9% | Reduced |
| Advisors Asset Management, Inc. | 6,887 | $628.0K | 0.01% | +3,395+97.2% | Added |
| Sequoia Financial Advisors, LLC | 6,872 | $626.7K | 0.00% | +1,229+21.8% | Added |
| Sterling Capital Management LLC | 6,842 | $623.9K | 0.01% | −818−10.7% | Reduced |
| Silvant Capital Management LLC | 6,825 | $622.4K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 6,805 | $620.5K | 0.00% | +300+4.6% | Added |
| PKO Investment Management Joint-Stock Co | 6,800 | $620.1K | 0.05% | −2,000−22.7% | Reduced |
| North Dakota State Investment Board | 6,762 | $616.6K | 0.03% | +190+2.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,758 | $616.3K | 0.03% | +3,916+137.8% | Added |
| WealthTrust Asset Management, LLC | 6,744 | $615.0K | 0.33% | −225−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,695 | $610.5K | 0.00% | −5,142−43.4% | Reduced |
| Huber Capital Management LLC | 6,621 | $603.8K | 0.09% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6,595 | $601.4K | 0.07% | −1,035−13.6% | Reduced |
| Affinity Investment Advisors, LLC | 6,457 | $588.8K | 0.30% | +6,457 | New |
| Pekin Hardy Strauss, Inc. | 6,412 | $584.7K | 0.05% | −430−6.3% | Reduced |
| MAI Capital Management | 6,392 | $582.9K | 0.00% | −869−12.0% | Reduced |
| Farther Finance Advisors, LLC | 6,415 | $582.0K | 0.00% | −68−1.0% | Reduced |
| Gamco Investors, Inc. Et Al | 6,344 | $578.5K | 0.01% | −123−1.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,487 | $577.1K | 0.01% | +100+1.6% | Added |
| Truist Financial Corp | 6,295 | $574.0K | 0.00% | +649+11.5% | Added |
| West Family Investments, Inc. | 56,290 | $573.7K | 0.17% | +6,290+12.6% | Added |
| Polymer Capital Management (US) LLC | 6,243 | $569.3K | 0.08% | +6,243 | New |
| Ameritas Investment Partners, Inc. | 6,187 | $564.2K | 0.02% | −124−2.0% | Reduced |