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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 363 | $33.1K | 0.00% | +363 | New |
| Amplify Investments, LLC | 360 | $32.8K | 0.45% | +54+17.6% | Added |
| N.E.W. Advisory Services LLC | 352 | $32.1K | 0.00% | +261+286.8% | Added |
| Abound Wealth Management | 339 | $30.9K | 0.01% | +6+1.8% | Added |
| Ares Financial Consulting, LLC | 332 | $30.3K | 0.02% | −35−9.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 323 | $29.5K | 0.00% | −115,214−99.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 309 | $28.2K | 0.00% | +309 | New |
| ESL Trust Services, LLC | 302 | $27.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 300 | $27.4K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 283 | $25.8K | 0.00% | −145−33.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 272 | $24.8K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 265 | $24.2K | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 250 | $22.8K | 0.00% | +250 | New |
| GW&K Investment Management, LLC | 241 | $22.0K | 0.00% | −34−12.4% | Reduced |
| Atlantic Union Bankshares Corp | 234 | $21.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 234 | $21.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 217 | $19.8K | 0.00% | −69−24.1% | Reduced |
| Union Bancaire Privee, UBP SA | 242 | $18.5K | 0.00% | −25,326−99.1% | Reduced |
| Silver Grove Financial Group, Inc. | 201 | $18.3K | 0.01% | +201 | New |
| Bangor Savings Bank | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $18.2K | 0.00% | +200 | New |
| Leo H. Evart, Inc. | 196 | $17.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 196 | $17.9K | 0.00% | +48+32.4% | Added |
| Versant Capital Management, Inc | 161 | $14.7K | 0.00% | −669−80.6% | Reduced |
| Vision Financial Markets LLC | 155 | $13.9K | 0.01% | +1+0.6% | Added |
| Indiana Trust & Investment Management CO | 150 | $13.7K | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 139 | $13.6K | 0.01% | +139 | New |
| Basecamp Wealth Advisors LLC | 134 | $12.2K | 0.00% | −270−66.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 134 | $12.2K | 0.00% | −6−4.3% | Reduced |
| Private Trust Co NA | 132 | $12.0K | 0.00% | −5−3.6% | Reduced |
| SJS Investment Consulting Inc. | 130 | $11.9K | 0.00% | −129−49.8% | Reduced |
| Farmers & Merchants Investments Inc | 130 | $11.9K | 0.00% | −2−1.5% | Reduced |
| Cornerstone Planning Group LLC | 127 | $11.8K | 0.00% | +6+5.0% | Added |
| Peregrine Capital Management LLC | 129 | $11.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 126 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 123 | $11.2K | 0.00% | +2+1.7% | Added |
| First United Bank Trust | 120 | $10.9K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 116 | $10.6K | 0.00% | +91+364.0% | Added |
| Bayforest Capital Ltd | 115 | $10.5K | 0.01% | +115 | New |
| Owl Creek Wealth Partners LLC | 113 | $10.3K | 0.00% | +75+197.4% | Added |
| Colonial Trust Advisors | 113 | $10.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 113 | $10.3K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 112 | $10.2K | 0.00% | +12+12.0% | Added |
| Highline Wealth Partners LLC | 106 | $9.67K | 0.00% | +72+211.8% | Added |
| Sankala Group LLC | 101 | $9.63K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 102 | $9.30K | 0.00% | +27+36.0% | Added |
| Kemnay Advisory Services Inc. | 101 | $9.21K | 0.00% | +4+4.1% | Added |
| Trust Co of Vermont | 100 | $9.12K | 0.00% | +100 | New |
| Action Point Financial Planning, LLC | 102 | $9.03K | 0.00% | +102 | New |
| Umb Bank N A | 96 | $8.75K | 0.00% | −172−64.2% | Reduced |
| Rakuten Securities, Inc. | 96 | $8.75K | 0.00% | +56+140.0% | Added |
| Bruce G. Allen Investments, LLC | 95 | $8.66K | 0.01% | +48+102.1% | Added |
| LifeSteps Financial, Inc. | 89 | $8.12K | 0.00% | +89 | New |
| Financial Life Planners | 83 | $7.56K | 0.00% | +1+1.2% | Added |
| Cape Investment Advisory, Inc. | 77 | $7.02K | 0.00% | +77 | New |
| Salomon & Ludwin, LLC | 76 | $6.81K | 0.00% | −7−8.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 74 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 70 | $6.38K | 0.00% | +70 | New |
| Peoples Financial Services Corp. | 70 | $6.38K | 0.00% | −16−18.6% | Reduced |
| PFS Partners, LLC | 69 | $6.29K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 68 | $6.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $6.02K | 0.00% | −44−40.0% | Reduced |
| ZRC Wealth Management, LLC | 66 | $6.02K | 0.00% | +29+78.4% | Added |
| Whittier Trust Co of Nevada Inc | 66 | $5.91K | 0.00% | −8−10.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 63 | $5.59K | 0.00% | +63 | New |
| Pinnacle Bancorp, Inc. | 61 | $5.56K | 0.00% | +20+48.8% | Added |
| Citizens National Bank Trust Department | 60 | $5.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 58 | $5.29K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 56 | $5.11K | 0.00% | +17+43.6% | Added |
| AdvisorNet Financial, Inc | 56 | $5.11K | 0.00% | +28+100.0% | Added |
| SHP Wealth Management | 55 | $5.01K | 0.00% | +38+223.5% | Added |
| Capital Advisors, Ltd. LLC | 59 | $5.00K | 0.00% | −9−13.2% | Reduced |
| Asset Planning,Inc | 46 | $4.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 44 | $4.04K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 44 | $4.01K | 0.00% | +3+7.3% | Added |
| Armstrong Advisory Group, Inc | 43 | $3.92K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 43 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $3.65K | 0.00% | −109−73.2% | Reduced |
| CoreCap Advisors, LLC | 40 | $3.65K | 0.00% | +15+60.0% | Added |
| Kilter Group LLC | 38 | $3.47K | 0.00% | +38 | New |
| Hughes Financial Services, LLC | 38 | $3.46K | 0.00% | +20+111.1% | Added |
| FWL Investment Management, LLC | 38 | $3.46K | 0.00% | +38 | New |
| Rialto Wealth Management, LLC | 37 | $3.38K | 0.00% | +14+60.9% | Added |
| Creative Capital Management Investments LLC | 36 | $3.28K | 0.00% | +36 | New |
| Alerus Financial NA | 34 | $3.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 33 | $3.01K | 0.00% | +20+153.8% | Added |
| MV Capital Management, Inc. | 32 | $2.92K | 0.00% | +19+146.2% | Added |
| Bay Harbor Wealth Management, LLC | 32 | $2.92K | 0.00% | −2−5.9% | Reduced |
| SOA Wealth Advisors, LLC. | 31 | $2.83K | 0.00% | +31 | New |
| Vermillion Wealth Management, Inc. | 30 | $2.74K | 0.00% | −19−38.8% | Reduced |
| Spire Wealth Management | 26 | $2.37K | 0.00% | −10−27.8% | Reduced |
| Retirement Wealth Solutions LLC | 26 | $2.37K | 0.00% | −18−40.9% | Reduced |
| JPL Wealth Management, LLC | 25 | $2.28K | 0.00% | +7+38.9% | Added |
| Olistico Wealth, LLC | 24 | $2.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $2.01K | 0.00% | +6+37.5% | Added |
| Avion Wealth | 28 | $2.00K | 0.00% | +14+100.0% | Added |
| Ogorek Anthony Joseph | 27 | $2.00K | 0.00% | +27 | New |
| Cornerstone Financial Management LLC | 21 | $1.92K | 0.00% | +8+61.5% | Added |