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, Q3 2023
Institutional positions in Exponent Inc as of Sep 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
- 357
- +8 vs. Q2 2023
- Shares held
- 46.2M
- +189.4K (+0.4%) vs. Q2 2023
- Total value
- $3.96B
- −$315.7M (−7.4%) vs. Q2 2023
- New holders
- 40
- 141 more added
- Sold out
- 32
- 124 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $428 | 0.00% | −2−28.6% | Reduced |
| Copeland Capital Management, LLC | 6 | $514 | 0.00% | −90−93.8% | Reduced |
| SJS Investment Consulting Inc. | 6 | $514 | 0.00% | −1−14.3% | Reduced |
| Carolinas Wealth Consulting LLC | 7 | $541 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $770 | 0.00% | +9 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $771 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 11 | $942 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 12 | $1.12K | 0.00% | +11+1,100.0% | Added |
| Milestone Investment Advisors LLC | 21 | $1.80K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 21 | $1.84K | 0.00% | +4+23.5% | Added |
| Farmers & Merchants Investments Inc | 22 | $1.88K | 0.00% | −2−8.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 22 | $1.88K | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 32 | $2.74K | 0.00% | +32 | New |
| Harbour Investments, Inc. | 34 | $2.91K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $2.91K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 44 | $3.00K | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 40 | $3.42K | 0.00% | −12−23.1% | Reduced |
| Glassman Wealth Services | 42 | $3.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 44 | $3.77K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 46 | $3.94K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $4.26K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 55 | $4.71K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 56 | $4.79K | 0.00% | +56 | New |
| Front Row Advisors LLC | 64 | $5.48K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67 | $5.74K | 0.00% | +67 | New |
| Perkins Coie Trust Co | 79 | $6.76K | 0.00% | +79 | New |
| GWM Advisors LLC | 86 | $7.36K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 89 | $7.62K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $7.70K | 0.00% | −132−59.5% | Reduced |
| Raleigh Capital Management Inc. | 95 | $8.13K | 0.00% | +95 | New |
| IFP Advisors, Inc | 99 | $8.47K | 0.00% | +88+800.0% | Added |
| Baldwin Brothers Inc | 110 | $9.42K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 110 | $9.42K | 0.00% | +110 | New |
| Core Alternative Capital | 114 | $9.76K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 119 | $10.2K | 0.00% | +96+417.4% | Added |
| Cambridge Trust Co | 120 | $10.3K | 0.00% | −97−44.7% | Reduced |
| GoalVest Advisory LLC | 121 | $10.4K | 0.01% | +5+4.3% | Added |
| Massmutual Trust Co FSB | 137 | $11.7K | 0.00% | +26+23.4% | Added |
| Ronald Blue Trust, Inc. | 127 | $12.0K | 0.00% | +34+36.6% | Added |
| Simplex Trading, LLC | 149 | $12.0K | 0.00% | +76+104.1% | Added |
| Proequities, Inc. | 149 | $12.8K | 0.00% | −26−14.9% | Reduced |
| Lee Financial Co | 150 | $12.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 170 | $14.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 176 | $15.0K | 0.00% | −65−27.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 176 | $15.1K | 0.00% | −304−63.3% | Reduced |
| Lindbrook Capital, LLC | 195 | $16.7K | 0.00% | +145+290.0% | Added |
| LGT Financial Advisors LLC | 202 | $17.3K | 0.02% | +202 | New |
| Global Retirement Partners, LLC | 217 | $18.6K | 0.00% | +22+11.3% | Added |
| Northwestern Mutual Wealth Management Co | 219 | $18.7K | 0.00% | −105−32.4% | Reduced |
| Venturi Wealth Management, LLC | 309 | $26.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 317 | $27.1K | 0.01% | −9−2.8% | Reduced |
| First Horizon Advisors, Inc. | 365 | $31.3K | 0.00% | −43−10.5% | Reduced |
| Baker Avenue Asset Management, LP | 400 | $34.2K | 0.00% | +60+17.6% | Added |
| Benjamin Edwards Inc | 414 | $35.0K | 0.01% | +40+10.7% | Added |
| Operose Advisors LLC | 459 | $39.3K | 0.02% | +459 | New |
| SRS Capital Advisors, Inc. | 546 | $46.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 582 | $49.8K | 0.00% | −150−20.5% | Reduced |
| Archer Investment Corp | 588 | $50.3K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 602 | $52.0K | 0.00% | +11+1.9% | Added |
| Eagle Bay Advisors LLC | 640 | $54.8K | 0.03% | +35+5.8% | Added |
| Clearstead Advisors, LLC | 800 | $68.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 915 | $78.3K | 0.00% | +560+157.7% | Added |
| Tradition Wealth Management, LLC | 954 | $82.0K | 0.01% | +3+0.3% | Added |
| Natixis Investment Managers International | 960 | $82.2K | 0.01% | −63−6.2% | Reduced |
| Harbor Investment Advisory, LLC | 970 | $83.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,019 | $87.2K | 0.00% | −22−2.1% | Reduced |
| Park Place Capital Corp | 1,052 | $90.1K | 0.03% | +53+5.3% | Added |
| KBC Group NV | 1,092 | $93.0K | 0.00% | +1,092 | New |
| VisionPoint Advisory Group, LLC | 1,091 | $93.4K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,243 | $106.4K | 0.01% | +618+98.9% | Added |
| Parkside Financial Bank & Trust | 1,468 | $125.6K | 0.03% | +140+10.5% | Added |
| Covestor Ltd | 1,474 | $126.0K | 0.10% | +293+24.8% | Added |
| Nisa Investment Advisors, LLC | 1,678 | $143.6K | 0.00% | −10−0.6% | Reduced |
| Parallel Advisors, LLC | 1,727 | $147.8K | 0.00% | −47−2.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,946 | $169.0K | 0.00% | −1,603−45.2% | Reduced |
| State of Wyoming | 2,114 | $181.0K | 0.04% | +663+45.7% | Added |
| Fifth Third Bancorp | 2,234 | $191.2K | 0.00% | +27+1.2% | Added |
| National Bank of Canada | 2,275 | $193.8K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 2,387 | $204.3K | 0.01% | −181−7.0% | Reduced |
| Quantamental Technologies LLC | 2,409 | $206.2K | 0.19% | +2,409 | New |
| Profund Advisors LLC | 2,445 | $209.3K | 0.01% | −141−5.5% | Reduced |
| Quadrature Capital Ltd | 2,452 | $209.9K | 0.00% | +155+6.7% | Added |
| Axq Capital, LP | 2,500 | $214.0K | 0.08% | +303+13.8% | Added |
| Intellectus Partners, LLC | 2,505 | $214.4K | 0.07% | +115+4.8% | Added |
| Apriem Advisors | 2,513 | $215.1K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,540 | $217.0K | 0.00% | −324−11.3% | Reduced |
| Cetera Investment Advisers | 2,596 | $222.2K | 0.00% | +116+4.7% | Added |
| Willow Creek Wealth Management Inc. | 2,650 | $226.8K | 0.03% | 00.0% | Unchanged |
| David Loasby | 2,672 | $229.0K | 0.03% | +2,672 | New |
| Tower Research Capital LLC (TRC) | 2,736 | $234.2K | 0.01% | −8,923−76.5% | Reduced |
| Two Sigma Investments, LP | 2,784 | $238.3K | 0.00% | −16,540−85.6% | Reduced |
| Kestra Advisory Services, LLC | 2,816 | $241.1K | 0.00% | +229+8.9% | Added |
| Marco Investment Management LLC | 2,821 | $241.5K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,867 | $245.4K | 0.00% | +678+31.0% | Added |
| Metropolitan Life Insurance Co | 2,915 | $249.5K | 0.01% | +129+4.6% | Added |