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 2023
Institutional positions in Exponent Inc as of Dec 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
- 354
- +4 vs. Q3 2023
- Shares held
- 46.5M
- +270.8K (+0.6%) vs. Q3 2023
- Total value
- $4.09B
- +$133.5M (+3.4%) vs. Q3 2023
- New holders
- 42
- 117 more added
- Sold out
- 38
- 151 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $88 | 0.00% | −11−91.7% | Reduced |
| Scarborough Advisors, LLC | 1 | $88 | 0.00% | +1 | New |
| Assetmark, Inc | 3 | $264 | 0.00% | +3 | New |
| Baystate Wealth Management LLC | 4 | $353 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $353 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 7 | $650 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $704 | 0.00% | −27−77.1% | Reduced |
| SJS Investment Consulting Inc. | 8 | $705 | 0.00% | +2+33.3% | Added |
| Cornerstone Planning Group LLC | 12 | $1.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.10K | 0.00% | −9−42.9% | Reduced |
| WealthCollab, LLC | 19 | $1.67K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 21 | $1.85K | 0.00% | −1−4.5% | Reduced |
| Fairman Group, LLC | 23 | $2.02K | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 26 | $2.29K | 0.00% | +26 | New |
| Laffer Tengler Investments | 29 | $2.55K | 0.00% | +29 | New |
| Qube Research & Technologies Ltd | 34 | $2.99K | 0.00% | −15,741−99.8% | Reduced |
| Harbour Investments, Inc. | 34 | $2.99K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $2.99K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $3.08K | 0.00% | −7−16.7% | Reduced |
| Oakworth Capital, Inc. | 35 | $3.08K | 0.00% | +35 | New |
| Bruce G. Allen Investments, LLC | 37 | $3.26K | 0.00% | +37 | New |
| Provenance Wealth Advisors, LLC | 39 | $3.43K | 0.00% | +28+254.5% | Added |
| Lindbrook Capital, LLC | 40 | $3.52K | 0.00% | −155−79.5% | Reduced |
| Private Wealth Management Group, LLC | 51 | $4.49K | 0.00% | +51 | New |
| Federation des caisses Desjardins du Quebec | 52 | $4.58K | 0.00% | +30+136.4% | Added |
| FinTrust Capital Advisors, LLC | 56 | $4.93K | 0.00% | +56 | New |
| Benjamin F. Edwards & Company, Inc. | 53 | $5.00K | 0.00% | +53 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67 | $5.74K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 70 | $6.16K | 0.00% | −67−48.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 76 | $6.69K | 0.00% | +32+72.7% | Added |
| Quarry LP | 79 | $6.96K | 0.00% | +79 | New |
| Bell Investment Advisors, Inc | 80 | $7.04K | 0.00% | +40+100.0% | Added |
| Leonteq Securities AG | 83 | $7.31K | 0.00% | −6−6.7% | Reduced |
| Crewe Advisors LLC | 91 | $8.04K | 0.00% | +91 | New |
| Proequities, Inc. | 100 | $8.80K | 0.00% | −49−32.9% | Reduced |
| Allworth Financial LP | 104 | $9.14K | 0.00% | −72−40.9% | Reduced |
| Advisory Services Network, LLC | 109 | $9.60K | 0.00% | +109 | New |
| Baldwin Brothers Inc | 110 | $9.68K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 114 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 120 | $10.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 126 | $11.4K | 0.00% | −91−41.9% | Reduced |
| Private Trust Co NA | 134 | $11.8K | 0.00% | +44+48.9% | Added |
| Lee Financial Co | 150 | $13.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 159 | $14.0K | 0.00% | +40+33.6% | Added |
| LM Advisors LLC | 169 | $14.9K | 0.00% | +169 | New |
| West Branch Capital LLC | 170 | $15.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 201 | $17.7K | 0.00% | +25+14.2% | Added |
| LGT Financial Advisors LLC | 202 | $17.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 226 | $19.0K | 0.00% | +99+78.0% | Added |
| GAMMA Investing LLC | 272 | $24.0K | 0.01% | +272 | New |
| Versant Capital Management, Inc | 281 | $24.7K | 0.01% | −36−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 285 | $25.1K | 0.00% | +66+30.1% | Added |
| Venturi Wealth Management, LLC | 309 | $27.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 366 | $32.3K | 0.00% | +1+0.3% | Added |
| Benjamin Edwards Inc | 441 | $39.0K | 0.01% | +27+6.5% | Added |
| SYSTM Wealth Solutions LLC | 452 | $39.8K | 0.01% | +452 | New |
| Spire Wealth Management | 480 | $42.9K | 0.00% | −539−52.9% | Reduced |
| Signaturefd, LLC | 496 | $43.7K | 0.00% | −419−45.8% | Reduced |
| Ostrum Asset Management | 498 | $43.8K | 0.00% | −745−59.9% | Reduced |
| SRS Capital Advisors, Inc. | 547 | $48.1K | 0.01% | +1+0.2% | Added |
| GWM Advisors LLC | 579 | $51.0K | 0.00% | +493+573.3% | Added |
| Quadrant Capital Group LLC | 583 | $51.3K | 0.00% | +1+0.2% | Added |
| Archer Investment Corp | 588 | $51.8K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 603 | $53.1K | 0.00% | −1,075−64.1% | Reduced |
| Ci Investments Inc. | 644 | $57.0K | 0.00% | +42+7.0% | Added |
| Principal Securities, Inc. | 789 | $69.5K | 0.00% | +789 | New |
| Clearstead Advisors, LLC | 800 | $70.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 954 | $84.0K | 0.03% | −98−9.3% | Reduced |
| Tradition Wealth Management, LLC | 957 | $84.0K | 0.01% | +3+0.3% | Added |
| Natixis Investment Managers International | 960 | $84.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 970 | $85.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,092 | $96.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,134 | $99.8K | 0.00% | +1,134 | New |
| VisionPoint Advisory Group, LLC | 1,201 | $105.7K | 0.04% | +110+10.1% | Added |
| Cubist Systematic Strategies, LLC | 1,211 | $106.6K | 0.00% | −39,753−97.0% | Reduced |
| Eagle Bay Advisors LLC | 1,308 | $115.2K | 0.07% | +668+104.4% | Added |
| Covestor Ltd | 1,470 | $129.0K | 0.09% | −4−0.3% | Reduced |
| Parkside Financial Bank & Trust | 1,595 | $140.4K | 0.03% | +127+8.7% | Added |
| SG Americas Securities, LLC | 1,835 | $162.0K | 0.00% | −31,856−94.6% | Reduced |
| Fifth Third Bancorp | 1,923 | $169.3K | 0.00% | −311−13.9% | Reduced |
| Parallel Advisors, LLC | 1,941 | $170.9K | 0.01% | +214+12.4% | Added |
| National Bank of Canada | 2,275 | $206.8K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 2,388 | $210.2K | 0.01% | −602−20.1% | Reduced |
| We Are One Seven, LLC | 2,398 | $211.1K | 0.01% | −526−18.0% | Reduced |
| State of Wyoming | 2,446 | $215.3K | 0.04% | +332+15.7% | Added |
| Axq Capital, LP | 2,477 | $218.1K | 0.06% | −23−0.9% | Reduced |
| Bessemer Group Inc | 2,482 | $219.0K | 0.00% | −58−2.3% | Reduced |
| Focus Financial Network Inc | 2,489 | $219.1K | 0.01% | +2,489 | New |
| Intellectus Partners, LLC | 2,505 | $220.5K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 2,513 | $221.2K | 0.03% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,636 | $226.0K | 0.02% | +2,636 | New |
| Cerity Partners LLC | 2,581 | $227.2K | 0.00% | +2,581 | New |
| Mirabella Financial Services LLP | 2,603 | $229.2K | 0.03% | +2,603 | New |
| Willow Creek Wealth Management Inc. | 2,650 | $233.3K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,976 | $235.0K | 0.02% | +2,976 | New |
| Cetera Investment Advisers | 2,674 | $235.4K | 0.00% | +78+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 2,735 | $240.8K | 0.01% | −316−10.4% | Reduced |
| Profund Advisors LLC | 2,756 | $242.6K | 0.01% | +311+12.7% | Added |
| Graham Capital Management, L.P. | 2,780 | $244.8K | 0.01% | +2,780 | New |