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 2024
Institutional positions in Exponent Inc as of Jun 30, 2024. 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
- +28 vs. Q1 2024
- Shares held
- 46.9M
- +182.4K (+0.4%) vs. Q1 2024
- Total value
- $4.47B
- +$595.1M (+15.4%) vs. Q1 2024
- New holders
- 57
- 145 more added
- Sold out
- 29
- 118 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 368 | $35.0K | 0.00% | −12−3.2% | Reduced |
| First Horizon Advisors, Inc. | 358 | $34.1K | 0.00% | −9−2.5% | Reduced |
| Rise Advisors, LLC | 295 | $28.1K | 0.01% | +1+0.3% | Added |
| Quarry LP | 265 | $25.2K | 0.01% | +265 | New |
| Allworth Financial LP | 233 | $24.2K | 0.00% | +128+121.9% | Added |
| Hexagon Capital Partners LLC | 232 | $22.1K | 0.00% | +196+544.4% | Added |
| Bell Investment Advisors, Inc | 230 | $21.9K | 0.00% | +150+187.5% | Added |
| Versant Capital Management, Inc | 229 | $21.8K | 0.01% | −52−18.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 223 | $21.2K | 0.00% | +6+2.8% | Added |
| Tortoise Investment Management, LLC | 220 | $20.9K | 0.00% | +96+77.4% | Added |
| Crewe Advisors LLC | 212 | $20.2K | 0.00% | +148+231.3% | Added |
| LGT Financial Advisors LLC | 202 | $19.2K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 199 | $18.9K | 0.01% | −1,539−88.6% | Reduced |
| Global Retirement Partners, LLC | 187 | $17.7K | 0.00% | +102+120.0% | Added |
| West Branch Capital LLC | 170 | $16.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 121 | $11.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 97 | $9.23K | 0.00% | −83−46.1% | Reduced |
| Private Wealth Management Group, LLC | 94 | $8.94K | 0.00% | +22+30.6% | Added |
| Proequities, Inc. | 93 | $8.85K | 0.00% | −5−5.1% | Reduced |
| AdvisorNet Financial, Inc | 89 | $8.47K | 0.00% | −31−25.8% | Reduced |
| Leonteq Securities AG | 83 | $7.89K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 71 | $6.75K | 0.01% | +71 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67 | $6.37K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $6.09K | 0.00% | −11−14.7% | Reduced |
| Beacon Capital Management, LLC | 39 | $3.72K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 38 | $3.62K | 0.00% | +38 | New |
| ESL Trust Services, LLC | 37 | $3.52K | 0.00% | +37 | New |
| Oakworth Capital, Inc. | 35 | $3.33K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $3.23K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 32 | $3.04K | 0.00% | −128−80.0% | Reduced |
| Umb Bank N A | 32 | $3.04K | 0.00% | +19+146.2% | Added |
| IFP Advisors, Inc | 29 | $2.76K | 0.00% | +22+314.3% | Added |
| Innealta Capital, LLC | 28 | $2.66K | 0.00% | +28 | New |
| Manchester Capital Management LLC | 26 | $2.47K | 0.00% | +14+116.7% | Added |
| Ronald Blue Trust, Inc. | 29 | $2.40K | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 25 | $2.38K | 0.00% | −34−57.6% | Reduced |
| Rothschild Investment LLC | 25 | $2.38K | 0.00% | +20+400.0% | Added |
| Fairman Group, LLC | 23 | $2.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $2.19K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 20 | $1.91K | 0.00% | +20 | New |
| WealthCollab, LLC | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.71K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 17 | $1.66K | 0.00% | +4+30.8% | Added |
| National Bank of Canada | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $952 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 7 | $666 | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $571 | 0.00% | +1+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $475 | 0.00% | −430−98.9% | Reduced |
| MV Capital Management, Inc. | 1 | $96 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $96 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 95 | $0 | 0.00% | +93+4,650.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −246,922−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −162,917−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −131,897−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −91,569−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −86,100−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −44,304−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −18,942−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −18,492−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,517−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −3,970−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Per Stirling Capital Management, LLC. | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,147−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Willow Creek Wealth Management Inc. | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,113−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Connectus Wealth, LLC | – | – | – | – | Not filed |