Exponent Inc
EXPO- Exchange
- Nasdaq
- Industry
- Services-Management Consulting Services
- SEC CIK
- 0000851520
In the last 90 days, Exponent Inc insiders filed 1 open-market purchase and 2 sales; 340 institutions reported holding it in 13F filings for Q2 2026, worth $2.73B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Exponent Inc as of Dec 31, 2022. 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
- 351
- +11 vs. Q3 2022
- Shares held
- 46.4M
- +130.1K (+0.3%) vs. Q3 2022
- Total value
- $4.60B
- +$540.1M (+13.3%) vs. Q3 2022
- New holders
- 51
- 120 more added
- Sold out
- 40
- 127 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXPO 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 | 340 | $2.73B |
| Q1 2026 | 362 | $3.08B |
| Q4 2025 | 358 | $3.29B |
| Q3 2025 | 360 | $3.28B |
| Q2 2025 | 368 | $3.66B |
| Q1 2025 | 393 | $3.86B |
| Q4 2024 | 369 | $4.23B |
| Q3 2024 | 373 | $5.46B |
| Q2 2024 | 354 | $4.47B |
| Q1 2024 | 328 | $3.88B |
| Q4 2023 | 354 | $4.09B |
| Q3 2023 | 357 | $3.96B |
| Q2 2023 | 356 | $4.28B |
| Q1 2023 | 362 | $4.56B |
| Q4 2022 | 351 | $4.60B |
| Q3 2022 | 348 | $4.10B |
| Q2 2022 | 350 | $4.29B |
| Q1 2022 | 358 | $5.06B |
| Q4 2021 | 364 | $5.46B |
| Q3 2021 | 339 | $5.31B |
| Q2 2021 | 318 | $4.20B |
| Q1 2021 | 314 | $4.57B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $16 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 7 | $694 | 0.00% | +2+40.0% | Added |
| AdvisorNet Financial, Inc | 7 | $694 | 0.00% | +7 | New |
| Carolinas Wealth Consulting LLC | 7 | $694 | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $892 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $991 | 0.00% | +6+150.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $1.83K | 0.00% | −313−94.6% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | +3+23.1% | Added |
| Steward Financial Group LLC | 26 | $2.00K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 24 | $2.38K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 25 | $2.48K | 0.00% | +25 | New |
| Schubert & Co | 29 | $2.87K | 0.00% | +2+7.4% | Added |
| Harbour Investments, Inc. | 34 | $3.37K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 34 | $3.37K | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 35 | $3.47K | 0.00% | +35 | New |
| Fiduciary Alliance LLC | 36 | $3.57K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 37 | $3.67K | 0.00% | +2+5.7% | Added |
| KB Financial Partners, LLC | 40 | $4.00K | 0.00% | −12−23.1% | Reduced |
| Glassman Wealth Services | 42 | $4.16K | 0.00% | −3−6.7% | Reduced |
| Lindbrook Capital, LLC | 44 | $4.36K | 0.00% | −10−18.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 44 | $4.36K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 46 | $4.56K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 47 | $4.66K | 0.00% | −25,047−99.8% | Reduced |
| Ellevest, Inc. | 47 | $4.66K | 0.00% | −29−38.2% | Reduced |
| CVA Family Office, LLC | 47 | $4.66K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $4.95K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 50 | $4.96K | 0.00% | +50 | New |
| Vigilant Capital Management, LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 58 | $5.75K | 0.00% | +58 | New |
| Copeland Capital Management, LLC | 57 | $6.00K | 0.00% | +57 | New |
| HM Payson & Co | 82 | $8.13K | 0.00% | −74−47.4% | Reduced |
| Bell Investment Advisors, Inc | 82 | $8.13K | 0.00% | +38+86.4% | Added |
| Ten Capital Wealth Advisors, LLC | 90 | $8.92K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 109 | $10.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 110 | $10.9K | 0.00% | +110 | New |
| Massmutual Trust Co FSB | 109 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 127 | $12.6K | 0.01% | +127 | New |
| Lee Financial Co | 130 | $12.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 140 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 151 | $15.0K | 0.00% | −5,360−97.3% | Reduced |
| First Manhattan Co | 158 | $15.7K | 0.00% | +158 | New |
| TCI Wealth Advisors, Inc. | 160 | $15.9K | 0.00% | +4+2.6% | Added |
| West Branch Capital LLC | 170 | $16.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 181 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 187 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 199 | $20.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 206 | $20.4K | 0.00% | +90+77.6% | Added |
| Cambridge Trust Co | 217 | $22.0K | 0.00% | +120+123.7% | Added |
| Allworth Financial LP | 223 | $22.1K | 0.00% | +7+3.2% | Added |
| Core Alternative Capital | 228 | $22.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 235 | $23.3K | 0.00% | −49−17.3% | Reduced |
| Baillie Gifford & Co | 242 | $24.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 242 | $24.0K | 0.01% | −69−22.2% | Reduced |
| Versant Capital Management, Inc | 281 | $27.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 280 | $28.0K | 0.00% | −7−2.4% | Reduced |
| IFP Advisors, Inc | 261 | $30.0K | 0.00% | +16+6.5% | Added |
| Sageworth Trust Co of South Dakota | 356 | $35.0K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 362 | $35.9K | 0.00% | +5+1.4% | Added |
| Comerica Securities,inc. | 364 | $36.1K | 0.00% | +364 | New |
| First Horizon Advisors, Inc. | 419 | $41.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 524 | $43.4K | 0.00% | +524 | New |
| Whittier Trust Co of Nevada Inc | 454 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 521 | $52.0K | 0.00% | +103+24.6% | Added |
| Baker Avenue Asset Management, LP | 547 | $54.2K | 0.00% | +547 | New |
| Belpointe Asset Management LLC | 563 | $55.7K | 0.00% | +563 | New |
| SRS Capital Advisors, Inc. | 576 | $57.1K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 586 | $58.0K | 0.00% | −615−51.2% | Reduced |
| Archer Investment Corp | 588 | $58.3K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 678 | $67.2K | 0.00% | −39−5.4% | Reduced |
| Eagle Bay Advisors LLC | 721 | $71.4K | 0.04% | +324+81.6% | Added |
| Clearstead Advisors, LLC | 800 | $79.3K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 843 | $83.5K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 903 | $89.5K | 0.02% | +903 | New |
| Tradition Wealth Management, LLC | 946 | $94.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 999 | $99.0K | 0.03% | +999 | New |
| Spire Wealth Management | 1,074 | $106.0K | 0.01% | +7+0.7% | Added |
| State of Wyoming | 1,076 | $106.6K | 0.04% | −9−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,123 | $111.3K | 0.02% | −16−1.4% | Reduced |
| Covestor Ltd | 1,223 | $121.0K | 0.10% | +40+3.4% | Added |
| Parkside Financial Bank & Trust | 1,429 | $141.6K | 0.04% | −1−0.1% | Reduced |
| Parallel Advisors, LLC | 1,597 | $158.2K | 0.01% | +1,573+6,554.2% | Added |
| DekaBank Deutsche Girozentrale | 1,603 | $160.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,643 | $163.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,711 | $169.5K | 0.01% | −120−6.6% | Reduced |
| Quadrant Capital Group LLC | 1,945 | $192.7K | 0.02% | +926+90.9% | Added |
| Van Eck Associates Corp | 1,953 | $194.0K | 0.00% | +237+13.8% | Added |
| Fifth Third Bancorp | 1,989 | $197.1K | 0.00% | −375−15.9% | Reduced |
| Intellectus Partners, LLC | 2,025 | $200.7K | 0.07% | +2,025 | New |
| Thrive Wealth Management, LLC | 2,057 | $203.8K | 0.06% | +2,057 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,085 | $206.6K | 0.04% | +2,085 | New |
| B. Metzler seel. Sohn & Co. AG | 2,140 | $212.1K | 0.00% | +2,140 | New |
| Cerity Partners LLC | 2,239 | $221.9K | 0.00% | +2,239 | New |
| Pathstone Family Office, LLC | 5,362 | $223.8K | 0.00% | +5,362 | New |
| National Bank of Canada | 2,293 | $227.0K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 2,300 | $227.9K | 0.02% | −100−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,359 | $233.8K | 0.00% | +39+1.7% | Added |