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, Q2 2023
Institutional positions in Exponent Inc as of Jun 30, 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
- 356
- −6 vs. Q1 2023
- Shares held
- 46.1M
- +524.4K (+1.2%) vs. Q1 2023
- Total value
- $4.28B
- −$277.3M (−6.1%) vs. Q1 2023
- New holders
- 34
- 121 more added
- Sold out
- 40
- 145 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 340 | $31.7K | 0.00% | −207−37.8% | Reduced |
| Versant Capital Management, Inc | 326 | $30.4K | 0.01% | +9+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 324 | $30.2K | 0.00% | +208+179.3% | Added |
| Venturi Wealth Management, LLC | 309 | $28.8K | 0.00% | +62+25.1% | Added |
| Acadian Asset Management LLC | 286 | $26.0K | 0.00% | −615−68.3% | Reduced |
| Quarry LP | 265 | $24.7K | 0.02% | +265 | New |
| Allworth Financial LP | 241 | $22.4K | 0.00% | −3−1.2% | Reduced |
| Private Trust Co NA | 222 | $20.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 217 | $20.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 195 | $18.2K | 0.00% | +16+8.9% | Added |
| Proequities, Inc. | 175 | $16.3K | 0.00% | −10−5.4% | Reduced |
| West Branch Capital LLC | 170 | $15.9K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 116 | $10.8K | 0.01% | +116 | New |
| Core Alternative Capital | 114 | $10.6K | 0.00% | −114−50.0% | Reduced |
| Massmutual Trust Co FSB | 111 | $10.4K | 0.00% | −3−2.6% | Reduced |
| Baldwin Brothers Inc | 110 | $10.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 108 | $10.1K | 0.00% | +61+129.8% | Added |
| Ronald Blue Trust, Inc. | 93 | $9.00K | 0.00% | +65+232.1% | Added |
| Copeland Capital Management, LLC | 96 | $8.96K | 0.00% | +39+68.4% | Added |
| Leonteq Securities AG | 89 | $8.30K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 86 | $8.03K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 73 | $6.00K | 0.00% | +73 | New |
| Cary Street Partner Investment Advisory LLC | 55 | $5.13K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $4.85K | 0.00% | −24−31.6% | Reduced |
| Independence Bank of Kentucky | 52 | $4.85K | 0.00% | +52 | New |
| Lindbrook Capital, LLC | 50 | $4.67K | 0.00% | −29−36.7% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $4.66K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 46 | $4.29K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 44 | $4.11K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 42 | $3.92K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 36 | $3.36K | 0.00% | +36 | New |
| Farther Finance Advisors, LLC | 35 | $3.27K | 0.00% | −4−10.3% | Reduced |
| Harbour Investments, Inc. | 34 | $3.17K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $3.17K | 0.00% | +34 | New |
| First Capital Advisors Group, LLC. | 26 | $2.43K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 24 | $2.24K | 0.00% | −15−38.5% | Reduced |
| JJJ Advisors Inc. | 23 | $2.15K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 17 | $1.63K | 0.00% | −5−22.7% | Reduced |
| Cornerstone Planning Group LLC | 12 | $1.12K | 0.00% | +12 | New |
| IFP Advisors, Inc | 11 | $1.11K | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 11 | $1.02K | 0.00% | +11 | New |
| Foster Dykema Cabot & Co Inc | 12 | $1.00K | 0.00% | +12 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $840 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $654 | 0.00% | −2−22.2% | Reduced |
| AdvisorNet Financial, Inc | 7 | $653 | 0.00% | −1−12.5% | Reduced |
| Carolinas Wealth Consulting LLC | 7 | $635 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $567 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 5 | $467 | 0.00% | −2−28.6% | Reduced |
| Baystate Wealth Management LLC | 4 | $374 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 224,905 | $10 | 0.00% | +224,905 | New |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −153,530−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −144,316−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −138,311−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −52,388−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −50,684−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −36,991−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,888−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,226−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −16,486−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,754−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,745−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,713−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −2,874−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,855−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,247−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |