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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 6,376 | $561.9K | 0.02% | 00.0% | Unchanged |
| Mount Lucas Management LP | 6,082 | $554.6K | 0.20% | +33+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,957 | $543.2K | 0.03% | +174+3.0% | Added |
| Park Avenue Securities LLC | 5,949 | $543.0K | 0.00% | +3,281+123.0% | Added |
| Mattson Financial Services, LLC | 6,153 | $542.6K | 0.11% | +728+13.4% | Added |
| Canada Post Corp Registered Pension Plan | 5,940 | $541.7K | 0.02% | −1,420−19.3% | Reduced |
| Gsa Capital Partners LLP | 5,926 | $540.0K | 0.03% | +3,054+106.3% | Added |
| Wahed Invest LLC | 5,840 | $532.5K | 0.06% | +375+6.9% | Added |
| Bull Harbor Capital LLC | 5,833 | $531.9K | 0.10% | −3,648−38.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,827 | $531.4K | 0.00% | −28−0.5% | Reduced |
| Chesley Taft & Associates LLC | 5,802 | $529.1K | 0.02% | −535−8.4% | Reduced |
| Sowell Financial Services LLC | 5,786 | $527.6K | 0.02% | +5,786 | New |
| Metis Global Partners, LLC | 5,728 | $522.3K | 0.01% | −1,027−15.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,704 | $517.5K | 0.00% | +1,226+27.4% | Added |
| Marathon Capital Management | 5,591 | $509.8K | 0.10% | +340+6.5% | Added |
| CWA Asset Management Group, LLC | 5,538 | $505.0K | 0.02% | −2,598−31.9% | Reduced |
| Frec Markets, Inc. | 5,516 | $503.0K | 0.05% | +5,516 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,956 | $502.7K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,447 | $496.7K | 0.03% | +1,540+39.4% | Added |
| Belpointe Asset Management LLC | 5,431 | $495.3K | 0.02% | +5,431 | New |
| Northwestern Mutual Wealth Management Co | 5,377 | $490.3K | 0.00% | +105+2.0% | Added |
| Evergreen Capital Management LLC | 5,361 | $488.9K | 0.01% | +580+12.1% | Added |
| Steel Peak Wealth Management LLC | 5,320 | $485.1K | 0.01% | +1,154+27.7% | Added |
| Wedmont Private Capital | 5,547 | $484.0K | 0.01% | −121−2.1% | Reduced |
| Bessemer Group Inc | 5,256 | $480.0K | 0.00% | +2,523+92.3% | Added |
| Cresset Asset Management, LLC | 5,231 | $477.0K | 0.00% | +5,231 | New |
| Warren Averett Asset Management, LLC | 5,231 | $477.0K | 0.00% | +710+15.7% | Added |
| New Wave Wealth Advisors LLC | 5,228 | $476.7K | 0.13% | +714+15.8% | Added |
| Tema ETFs LLC | 5,184 | $472.7K | 0.02% | −86,408−94.3% | Reduced |
| Wealthfront Advisers LLC | 5,128 | $467.6K | 0.00% | +1,763+52.4% | Added |
| EP Wealth Advisors, LLC | 5,104 | $465.4K | 0.00% | +3,205+168.8% | Added |
| Twin Capital Management Inc | 5,096 | $464.7K | 0.05% | +8+0.2% | Added |
| Apollon Wealth Management, LLC | 5,028 | $458.5K | 0.01% | +1,430+39.7% | Added |
| Hara Capital LLC | 5,020 | $457.8K | 0.24% | +100+2.0% | Added |
| Manatuck Hill Partners, LLC | 5,000 | $455.9K | 0.15% | −15,000−75.0% | Reduced |
| Allworth Financial LP | 4,999 | $455.9K | 0.00% | −907−15.4% | Reduced |
| Miller Global Investments, LLC | 4,972 | $453.4K | 0.38% | 00.0% | Unchanged |
| Summit Global Investments | 4,878 | $445.0K | 0.02% | +4,878 | New |
| Odyssean, LLC | 4,803 | $438.0K | 0.07% | +4,803 | New |
| Pension & Wealth Management Advisors, Inc. | 4,775 | $435.4K | 0.12% | −218−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,770 | $435.0K | 0.01% | −23,533−83.1% | Reduced |
| Callan Family Office, LLC | 4,730 | $431.3K | 0.01% | +135+2.9% | Added |
| Central Trust Co | 4,707 | $429.2K | 0.01% | −439−8.5% | Reduced |
| Parcion Private Wealth LLC | 4,700 | $428.6K | 0.02% | +1,544+48.9% | Added |
| GAMMA Investing LLC | 4,667 | $425.6K | 0.02% | −1,003−17.7% | Reduced |
| Wealthcare Advisory Partners LLC | 4,653 | $424.3K | 0.01% | +1,328+39.9% | Added |
| Oslo Pensjonsforsikring AS | 4,618 | $421.1K | 0.05% | +532+13.0% | Added |
| Atom Investors LP | 4,603 | $419.7K | 0.04% | −20,067−81.3% | Reduced |
| Bridgewater Advisors Inc. | 5,506 | $413.7K | 0.02% | −77−1.4% | Reduced |
| Credit Capital Investments LLC | 4,520 | $412.2K | 0.24% | +2,520+126.0% | Added |
| Ritholtz Wealth Management | 4,411 | $402.2K | 0.01% | +945+27.3% | Added |
| Savvy Advisors, Inc. | 4,408 | $402.0K | 0.01% | +1,006+29.6% | Added |
| SevenBridge Financial Group, LLC | 4,298 | $399.0K | 0.06% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,280 | $390.3K | 0.05% | +4,280 | New |
| Principal Securities, Inc. | 4,191 | $382.2K | 0.00% | −2,228−34.7% | Reduced |
| Philip James Wealth Mangement, LLC | 4,170 | $380.3K | 0.04% | −650−13.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,134 | $377.0K | 0.03% | +1,435+53.2% | Added |
| RSM US Wealth Management LLC | 4,091 | $373.0K | 0.00% | +351+9.4% | Added |
| Sentinus, LLC | 4,071 | $371.2K | 0.03% | −173−4.1% | Reduced |
| Inspire Advisors, LLC | 4,064 | $370.6K | 0.03% | +4,064 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,000 | $364.8K | 0.00% | +4,000 | New |
| State of Wyoming | 3,997 | $364.5K | 0.04% | −1,164−22.6% | Reduced |
| Caxton Associates LLP | 3,960 | $361.1K | 0.01% | −8,077−67.1% | Reduced |
| Mission Wealth Management, LP | 3,934 | $358.7K | 0.00% | +3,934 | New |
| Oxbow Advisors, LLC | 3,917 | $357.2K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,736 | $340.7K | 0.01% | +1,125+43.1% | Added |
| Deltec Asset Management LLC | 3,718 | $339.0K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,716 | $338.9K | 0.00% | +3,716 | New |
| Waddell & Associates, LLC | 3,693 | $336.8K | 0.02% | −4,868−56.9% | Reduced |
| Evolve Private Wealth, LLC | 3,663 | $334.1K | 0.02% | −410−10.1% | Reduced |
| Alethea Capital Management, LLC | 3,629 | $330.9K | 0.14% | +3,629 | New |
| Bokf, NA | 3,615 | $329.7K | 0.00% | −185−4.9% | Reduced |
| Cinctive Capital Management LP | 3,594 | $327.7K | 0.01% | −35,084−90.7% | Reduced |
| Applied Finance Capital Management, LLC | 3,584 | $326.8K | 0.02% | +3,584 | New |
| Vanguard National Trust Co | 3,435 | $313.2K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,410 | $313.0K | 0.00% | +6+0.2% | Added |
| TD Waterhouse Canada Inc. | 3,472 | $311.1K | 0.00% | −22,595−86.7% | Reduced |
| Montgomery Investment Management Inc | 3,390 | $309.1K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,374 | $308.0K | 0.01% | +3,374 | New |
| Corsair Capital Management, L.P. | 3,362 | $306.6K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 3,354 | $305.9K | 0.05% | +1,492+80.1% | Added |
| Simplicity Wealth,LLC | 3,344 | $305.0K | 0.01% | +3,344 | New |
| Essential Partners LLC | 3,321 | $302.8K | 0.14% | +2,695+430.5% | Added |
| Hyperion Capital Advisors LP | 3,300 | $300.9K | 0.14% | +900+37.5% | Added |
| Meeder Advisory Services, Inc. | 3,265 | $297.7K | 0.01% | +914+38.9% | Added |
| Hardin Capital Partners, LLC | 3,247 | $296.2K | 0.14% | +3+0.1% | Added |
| EverSource Wealth Advisors, LLC | 3,227 | $294.3K | 0.01% | −1,700−34.5% | Reduced |
| Manning & Napier Advisors LLC | 3,188 | $290.7K | 0.00% | −95−2.9% | Reduced |
| William Blair Investment Management, LLC | 3,168 | $288.9K | 0.00% | +14+0.4% | Added |
| V-Square Quantitative Management LLC | 3,159 | $288.1K | 0.03% | +925+41.4% | Added |
| Moors & Cabot, Inc. | 3,142 | $286.5K | 0.01% | −262−7.7% | Reduced |
| Greenleaf Trust | 3,140 | $286.3K | 0.00% | −70−2.2% | Reduced |
| NewEdge Wealth, LLC | 3,124 | $284.9K | 0.00% | +3,124 | New |
| M.E. Allison & Co., Inc. | 3,105 | $283.1K | 0.16% | +1,242+66.7% | Added |
| Cullen/Frost Bankers, Inc. | 3,082 | $281.0K | 0.00% | +19+0.6% | Added |
| Atria Investments LLC | 3,054 | $278.5K | 0.00% | −792−20.6% | Reduced |
| Chickasaw Capital Management LLC | 3,034 | $277.0K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 3,036 | $276.9K | 0.02% | −615−16.8% | Reduced |
| Advisory Services Network, LLC | 2,995 | $273.1K | 0.00% | −1,206−28.7% | Reduced |
| Florida Financial Advisors, LLC | 2,983 | $272.2K | 0.05% | +294+10.9% | Added |