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 2024
Institutional positions in Exponent Inc as of Sep 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
- 373
- +23 vs. Q2 2024
- Shares held
- 47.4M
- +6.48M (+15.8%) vs. Q2 2024
- Total value
- $5.46B
- +$1.56B (+40.1%) vs. Q2 2024
- New holders
- 56
- 130 more added
- Sold out
- 33
- 137 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 1,915 | $216.7K | 0.00% | +1,915 | New |
| Compass Ion Advisors, LLC | 1,903 | $219.4K | 0.03% | +1,903 | New |
| Allspring Global Investments Holdings, LLC | 1,904 | $219.5K | 0.00% | −120−5.9% | Reduced |
| Shelton Capital Management | 2,021 | $233.0K | 0.01% | +2,021 | New |
| Evergreen Capital Management LLC | 2,045 | $235.7K | 0.01% | +2,045 | New |
| Icon Wealth Advisors, LLC | 2,061 | $237.5K | 0.02% | −982−32.3% | Reduced |
| Thrive Wealth Management, LLC | 2,091 | $241.1K | 0.04% | −16−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 2,100 | $242.1K | 0.02% | +2,100 | New |
| Parkside Financial Bank & Trust | 2,136 | $246.2K | 0.03% | +128+6.4% | Added |
| Malaga Cove Capital, LLC | 2,156 | $248.5K | 0.10% | −9−0.4% | Reduced |
| Davenport & Co LLC | 2,217 | $255.6K | 0.00% | +2,217 | New |
| Trexquant Investment LP | 2,234 | $257.5K | 0.00% | −36,983−94.3% | Reduced |
| Stephens Inc | 2,243 | $258.6K | 0.00% | +2,243 | New |
| Everhart Financial Group, Inc. | 2,243 | $258.6K | 0.06% | +2,243 | New |
| Argent Trust Co | 2,276 | $262.4K | 0.01% | −35−1.5% | Reduced |
| Axxcess Wealth Management, LLC | 2,278 | $262.6K | 0.01% | −101−4.2% | Reduced |
| PEAK6 Investments LLC | 2,349 | $270.8K | 0.01% | +2,349 | New |
| Venturi Wealth Management, LLC | 2,420 | $279.0K | 0.01% | +896+58.8% | Added |
| Profund Advisors LLC | 2,430 | $280.1K | 0.01% | +29+1.2% | Added |
| Summitry LLC | 2,456 | $283.1K | 0.01% | +81+3.4% | Added |
| Cubist Systematic Strategies, LLC | 2,463 | $283.9K | 0.00% | −618−20.1% | Reduced |
| Walleye Capital LLC | 2,502 | $288.4K | 0.00% | +2,502 | New |
| Portside Wealth Group, LLC | 2,509 | $289.2K | 0.05% | +262+11.7% | Added |
| Verition Fund Management LLC | 2,511 | $289.5K | 0.00% | −3,536−58.5% | Reduced |
| Apriem Advisors | 2,513 | $289.7K | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,600 | $299.7K | 0.00% | −2,100−44.7% | Reduced |
| HighPoint Advisor Group LLC | 3,205 | $305.7K | 0.02% | +44+1.4% | Added |
| Intellectus Partners, LLC | 2,705 | $311.8K | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,740 | $315.9K | 0.00% | −207−7.0% | Reduced |
| Acadian Asset Management LLC | 2,772 | $319.0K | 0.00% | +2,772 | New |
| EverSource Wealth Advisors, LLC | 2,883 | $332.4K | 0.02% | −220−7.1% | Reduced |
| Everpar Advisors LLC | 2,936 | $338.5K | 0.18% | −388−11.7% | Reduced |
| Mackenzie Financial Corp | 2,959 | $341.1K | 0.00% | −120−3.9% | Reduced |
| Heritage Family Offices, LLP | 3,009 | $346.9K | 0.18% | −14−0.5% | Reduced |
| Farther Finance Advisors, LLC | 3,015 | $347.6K | 0.01% | +920+43.9% | Added |
| Marco Investment Management LLC | 3,075 | $354.5K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,168 | $365.2K | 0.01% | −817−20.5% | Reduced |
| Commonwealth Equity Services, LLC | 3,187 | $367.0K | 0.00% | +125+4.1% | Added |
| Kestra Advisory Services, LLC | 3,186 | $367.3K | 0.00% | +104+3.4% | Added |
| Lazard Asset Management LLC | 3,251 | $374.0K | 0.00% | −595−15.5% | Reduced |
| CAPROCK Group, Inc. | 3,278 | $377.9K | 0.01% | −18−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,366 | $388.2K | 0.00% | +1,534+83.7% | Added |
| Isthmus Partners, LLC | 3,390 | $390.8K | 0.05% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,429 | $395.3K | 0.00% | +696+25.5% | Added |
| Franklin Resources Inc | 3,521 | $398.1K | 0.00% | +78+2.3% | Added |
| Boothbay Fund Management, LLC | 3,470 | $400.0K | 0.01% | +3,470 | New |
| Net Worth Advisory Group | 3,519 | $405.7K | 0.12% | +3,519 | New |
| Crossmark Global Holdings, Inc. | 3,535 | $407.0K | 0.01% | +308+9.5% | Added |
| Cresset Asset Management, LLC | 3,553 | $409.6K | 0.00% | +525+17.3% | Added |
| Old National Bancorp | 3,579 | $412.6K | 0.01% | +24+0.7% | Added |
| CWM Advisors, LLC | 3,585 | $413.3K | 0.04% | −109−3.0% | Reduced |
| Wealth Alliance | 3,801 | $438.2K | 0.05% | +54+1.4% | Added |
| Curbstone Financial Management Corp | 3,860 | $445.0K | 0.10% | +3,860 | New |
| Versor Investments LP | 3,900 | $449.6K | 0.07% | −15−0.4% | Reduced |
| Securian Asset Management, Inc | 3,906 | $450.3K | 0.01% | −100−2.5% | Reduced |
| Gibbs Wealth Management | 3,918 | $451.7K | 0.15% | +419+12.0% | Added |
| Lindenwold Advisors | 3,941 | $454.3K | 0.23% | +20+0.5% | Added |
| Hardy Reed LLC | 4,006 | $461.8K | 0.04% | +36+0.9% | Added |
| Robertson Stephens Wealth Management, LLC | 4,103 | $473.0K | 0.02% | +4,103 | New |
| Regions Financial Corp | 4,176 | $481.4K | 0.00% | −39−0.9% | Reduced |
| State of Wisconsin Investment Board | 4,251 | $490.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,257 | $490.7K | 0.00% | −193−4.3% | Reduced |
| Susquehanna International Group, LLP | 4,559 | $525.6K | 0.00% | −7,518−62.3% | Reduced |
| Aquatic Capital Management LLC | 4,600 | $530.3K | 0.01% | +2,100+84.0% | Added |
| Capital Investment Counsel, Inc | 4,650 | $536.1K | 0.08% | 00.0% | Unchanged |
| BetterWealth, LLC | 4,666 | $537.9K | 0.16% | 00.0% | Unchanged |
| Certified Advisory Corp | 4,723 | $544.5K | 0.06% | −310−6.2% | Reduced |
| Coldstream Capital Management Inc | 5,159 | $555.5K | 0.01% | +5,159 | New |
| Congress Wealth Management LLC | 4,935 | $569.0K | 0.01% | +4,935 | New |
| Brown Advisory Inc | 5,142 | $592.8K | 0.00% | +42+0.8% | Added |
| CI Private Wealth, LLC | 5,327 | $614.1K | 0.00% | −5,711−51.7% | Reduced |
| Advisor OS, LLC | 5,548 | $639.6K | 0.06% | −2,809−33.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,749 | $650.0K | 0.01% | +1,146+24.9% | Added |
| State of Alaska, Department of Revenue | 5,866 | $676.0K | 0.01% | +395+7.2% | Added |
| Park Avenue Securities LLC | 5,936 | $684.0K | 0.01% | −971−14.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,961 | $687.2K | 0.32% | +214+3.7% | Added |
| Aviva PLC | 6,023 | $694.3K | 0.00% | −510−7.8% | Reduced |
| LVW Advisors, LLC | 6,040 | $696.3K | 0.09% | +592+10.9% | Added |
| Petrus Trust Company, LTA | 6,150 | $709.0K | 0.07% | +6,150 | New |
| Fifth Third Bancorp | 6,251 | $720.6K | 0.00% | +188+3.1% | Added |
| Pictet Asset Management Holding SA | 6,275 | $723.1K | 0.00% | +122+2.0% | Added |
| Raymond James Trust N.A. | 6,489 | $748.1K | 0.02% | +259+4.2% | Added |
| Federated Hermes, Inc. | 6,507 | $750.1K | 0.00% | +1,469+29.2% | Added |
| Integrated Wealth Concepts LLC | 6,654 | $767.1K | 0.01% | −271−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 6,676 | $769.6K | 0.00% | −21,934−76.7% | Reduced |
| Xponance, Inc. | 6,852 | $789.9K | 0.01% | +17+0.2% | Added |
| HighTower Advisors, LLC | 6,799 | $792.0K | 0.00% | −851−11.1% | Reduced |
| Cynosure Management, LLC | 6,987 | $805.5K | 0.12% | +3,050+77.5% | Added |
| Aviance Capital Partners, LLC | 7,000 | $807.0K | 0.11% | 00.0% | Unchanged |
| State of Wyoming | 7,003 | $807.3K | 0.12% | +4,262+155.5% | Added |
| Inspire Advisors, LLC | 7,279 | $839.1K | 0.10% | −336−4.4% | Reduced |
| Huntington National Bank | 7,293 | $840.7K | 0.01% | −263−3.5% | Reduced |
| International Assets Investment Management, LLC | 97,683 | $847.0K | 0.00% | +97,683 | New |
| Arrowstreet Capital, Limited Partnership | 7,389 | $851.8K | 0.00% | +4,831+188.9% | Added |
| Pacer Advisors, Inc. | 7,394 | $852.4K | 0.00% | −234−3.1% | Reduced |
| Saturna Capital CORP | 7,394 | $852.4K | 0.01% | +394+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,434 | $857.0K | 0.00% | −555−6.9% | Reduced |
| SG Americas Securities, LLC | 7,465 | $861.0K | 0.00% | −10,529−58.5% | Reduced |
| Robeco Schweiz AG | 7,500 | $864.6K | 0.02% | +7,500 | New |
| Baker Ellis Asset Management LLC | 7,700 | $887.7K | 0.13% | −3,200−29.4% | Reduced |