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, Q1 2023
Institutional positions in Exponent Inc as of Mar 31, 2023. 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
- 362
- +16 vs. Q4 2022
- Shares held
- 45.6M
- −604.8K (−1.3%) vs. Q4 2022
- Total value
- $4.56B
- −$16.7M (−0.4%) vs. Q4 2022
- New holders
- 44
- 145 more added
- Sold out
- 28
- 115 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $400 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $698 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $698 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $798 | 0.00% | +1+14.3% | Added |
| SJS Investment Consulting Inc. | 9 | $898 | 0.00% | −1−10.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 9 | $898 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $1.99K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 21 | $2.09K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 22 | $2.24K | 0.00% | +4+22.2% | Added |
| Bokf, NA | 24 | $2.39K | 0.00% | +24 | New |
| Schubert & Co | 27 | $2.69K | 0.00% | −2−6.9% | Reduced |
| Ronald Blue Trust, Inc. | 28 | $3.00K | 0.00% | +28 | New |
| Harbour Investments, Inc. | 34 | $3.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $3.89K | 0.00% | +2+5.4% | Added |
| Farther Finance Advisors, LLC | 39 | $3.89K | 0.00% | +4+11.4% | Added |
| KB Financial Partners, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 43 | $4.00K | 0.00% | +17+65.4% | Added |
| Glassman Wealth Services | 42 | $4.19K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 44 | $4.39K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 46 | $4.59K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 47 | $4.68K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $4.96K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 51 | $5.08K | 0.00% | +4+8.5% | Added |
| Cary Street Partner Investment Advisory LLC | 55 | $5.48K | 0.00% | +5+10.0% | Added |
| Advisory Services Network, LLC | 58 | $5.78K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $6.00K | 0.00% | +11+20.8% | Added |
| Bell Investment Advisors, Inc | 76 | $7.58K | 0.00% | −6−7.3% | Reduced |
| Lindbrook Capital, LLC | 79 | $7.88K | 0.00% | +35+79.5% | Added |
| HM Payson & Co | 82 | $8.18K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 86 | $8.57K | 0.00% | −438−83.6% | Reduced |
| Leonteq Securities AG | 89 | $8.87K | 0.00% | −20−18.3% | Reduced |
| Trust Co of Vermont | 92 | $9.17K | 0.00% | −48−34.3% | Reduced |
| Baldwin Brothers Inc | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $11.4K | 0.00% | +5+4.6% | Added |
| HighMark Wealth Management LLC | 114 | $11.4K | 0.01% | +114 | New |
| Northwestern Mutual Wealth Management Co | 116 | $11.6K | 0.00% | −90−43.7% | Reduced |
| Lee Financial Co | 150 | $15.0K | 0.00% | +20+15.4% | Added |
| Global Retirement Partners, LLC | 179 | $16.1K | 0.00% | −8−4.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 165 | $16.4K | 0.00% | +165 | New |
| West Branch Capital LLC | 170 | $16.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 185 | $18.4K | 0.00% | −50−21.3% | Reduced |
| Sageworth Trust Co | 199 | $19.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 216 | $21.5K | 0.00% | +56+35.0% | Added |
| Cambridge Trust Co | 217 | $21.6K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 220 | $21.9K | 0.00% | +220 | New |
| Private Trust Co NA | 222 | $22.1K | 0.00% | −58−20.7% | Reduced |
| Core Alternative Capital | 228 | $22.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 244 | $24.4K | 0.00% | +21+9.4% | Added |
| Venturi Wealth Management, LLC | 247 | $24.6K | 0.00% | +247 | New |
| Baillie Gifford & Co | 265 | $26.4K | 0.00% | +23+9.5% | Added |
| Versant Capital Management, Inc | 317 | $31.6K | 0.01% | +36+12.8% | Added |
| Sageworth Trust Co of South Dakota | 321 | $32.0K | 0.07% | −35−9.8% | Reduced |
| Signaturefd, LLC | 355 | $35.4K | 0.00% | −7−1.9% | Reduced |
| First Horizon Advisors, Inc. | 407 | $40.6K | 0.00% | −12−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 454 | $45.3K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 455 | $45.4K | 0.01% | +455 | New |
| Benjamin Edwards Inc | 465 | $46.0K | 0.01% | +223+92.1% | Added |
| Ci Investments Inc. | 535 | $53.0K | 0.00% | +14+2.7% | Added |
| SRS Capital Advisors, Inc. | 545 | $54.4K | 0.01% | −31−5.4% | Reduced |
| Baker Avenue Asset Management, LP | 547 | $54.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 573 | $57.1K | 0.00% | +10+1.8% | Added |
| Archer Investment Corp | 588 | $59.9K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 625 | $62.3K | 0.01% | +625 | New |
| Exchange Traded Concepts, LLC | 637 | $63.5K | 0.00% | −41−6.0% | Reduced |
| Eagle Bay Advisors LLC | 747 | $74.5K | 0.04% | +26+3.6% | Added |
| Clearstead Advisors, LLC | 834 | $83.1K | 0.01% | +34+4.3% | Added |
| Acadian Asset Management LLC | 901 | $89.0K | 0.00% | +901 | New |
| Tradition Wealth Management, LLC | 949 | $95.0K | 0.01% | +3+0.3% | Added |
| Harbor Investment Advisory, LLC | 970 | $96.7K | 0.01% | −153−13.6% | Reduced |
| Park Place Capital Corp | 999 | $99.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,039 | $103.5K | 0.00% | −35−3.3% | Reduced |
| Natixis Investment Managers International | 1,086 | $108.3K | 0.01% | −625−36.5% | Reduced |
| Covestor Ltd | 1,183 | $118.0K | 0.10% | −40−3.3% | Reduced |
| Parkside Financial Bank & Trust | 1,412 | $140.8K | 0.04% | −17−1.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,603 | $156.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,643 | $164.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,754 | $174.9K | 0.06% | +678+63.0% | Added |
| Parallel Advisors, LLC | 1,791 | $178.5K | 0.01% | +194+12.1% | Added |
| Fifth Third Bancorp | 1,957 | $195.1K | 0.00% | −32−1.6% | Reduced |
| Capital Asset Advisory Services LLC | 2,020 | $201.4K | 0.02% | −247−10.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,047 | $204.1K | 0.03% | −38−1.8% | Reduced |
| Thrive Wealth Management, LLC | 2,134 | $212.7K | 0.05% | +77+3.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,140 | $213.3K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,193 | $219.0K | 0.09% | −618−22.0% | Reduced |
| Quadrant Capital Group LLC | 2,239 | $223.2K | 0.02% | +294+15.1% | Added |
| Sequoia Financial Advisors, LLC | 2,247 | $224.0K | 0.00% | +2,247 | New |
| Two Sigma Securities, LLC | 2,268 | $226.1K | 0.02% | +2,268 | New |
| National Bank of Canada | 2,275 | $226.8K | 0.00% | −18−0.8% | Reduced |
| Cetera Investment Advisers | 2,279 | $227.2K | 0.00% | −299−11.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,300 | $229.3K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,301 | $229.4K | 0.03% | +2,301 | New |
| Intellectus Partners, LLC | 2,330 | $232.3K | 0.07% | +305+15.1% | Added |
| Coldstream Capital Management Inc | 2,468 | $246.1K | 0.01% | +93+3.9% | Added |
| Kestra Advisory Services, LLC | 2,499 | $249.1K | 0.00% | −3,463−58.1% | Reduced |
| Shelton Capital Management | 2,543 | $253.5K | 0.01% | −439−14.7% | Reduced |