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 2024
Institutional positions in Exponent Inc as of Dec 31, 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
- 369
- +2 vs. Q3 2024
- Shares held
- 47.4M
- +644.6K (+1.4%) vs. Q3 2024
- Total value
- $4.23B
- −$1.16B (−21.5%) vs. Q3 2024
- New holders
- 52
- 124 more added
- Sold out
- 50
- 140 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grove Bank & Trust | 1 | $89 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $89 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $178 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 3 | $267 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3 | $268 | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $445 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $535 | 0.00% | −1−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $535 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $535 | 0.00% | +6 | New |
| Riverview Trust Co | 7 | $624 | 0.00% | +7 | New |
| Fairman Group, LLC | 11 | $980 | 0.00% | −12−52.2% | Reduced |
| Provenance Wealth Advisors, LLC | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $1.25K | 0.00% | +14 | New |
| Financial Network Wealth Advisors LLC | 17 | $1.51K | 0.00% | −57−77.0% | Reduced |
| Tucker Asset Management LLC | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 18 | $1.60K | 0.00% | +18 | New |
| WealthCollab, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $1.69K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 21 | $1.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $2.05K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $2.05K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 23 | $2.05K | 0.00% | +5+27.8% | Added |
| Newbridge Financial Services Group, Inc. | 24 | $2.14K | 0.00% | +24 | New |
| IFP Advisors, Inc | 26 | $2.32K | 0.00% | +1+4.0% | Added |
| Manchester Capital Management LLC | 26 | $2.32K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 32 | $2.85K | 0.00% | −41−56.2% | Reduced |
| Massmutual Trust Co FSB | 32 | $2.85K | 0.00% | −13−28.9% | Reduced |
| Colonial Trust Co | 34 | $2.98K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $3.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $3.12K | 0.00% | −6−14.6% | Reduced |
| ESL Trust Services, LLC | 37 | $3.30K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 39 | $3.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $3.56K | 0.00% | −15−27.3% | Reduced |
| AdvisorNet Financial, Inc | 48 | $4.28K | 0.00% | −12−20.0% | Reduced |
| South State Corp. | 48 | $4.28K | 0.00% | +48 | New |
| Lindbrook Capital, LLC | 52 | $4.63K | 0.00% | −45−46.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 52 | $4.63K | 0.00% | +52 | New |
| WPG Advisers, LLC | 54 | $4.81K | 0.00% | +54 | New |
| Geneos Wealth Management Inc. | 59 | $5.26K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $5.88K | 0.00% | −85−56.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67 | $5.96K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 89 | $7.93K | 0.00% | +6+7.2% | Added |
| Private Wealth Management Group, LLC | 94 | $8.38K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 98 | $8.73K | 0.00% | +2+2.1% | Added |
| Danske Bank A/S | 100 | $8.91K | 0.00% | −400−80.0% | Reduced |
| MAI Capital Management | 103 | $9.18K | 0.00% | +103 | New |
| Ronald Blue Trust, Inc. | 111 | $9.89K | 0.00% | +74+200.0% | Added |
| Bryn Mawr Trust Co | 117 | $10.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 127 | $11.3K | 0.00% | +73+135.2% | Added |
| Federation des caisses Desjardins du Quebec | 138 | $12.3K | 0.00% | +32+30.2% | Added |
| Proequities, Inc. | 145 | $13.5K | 0.00% | +43+42.2% | Added |
| Clark Wealth Partners | 155 | $13.8K | 0.01% | +155 | New |
| Hemington Wealth Management | 178 | $15.0K | 0.00% | +6+3.5% | Added |
| West Branch Capital LLC | 170 | $15.1K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 183 | $16.3K | 0.00% | +11+6.4% | Added |
| Global Retirement Partners, LLC | 187 | $16.6K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 202 | $18.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 222 | $19.8K | 0.00% | +192+640.0% | Added |
| Westside Investment Management, Inc. | 227 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 230 | $20.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 238 | $22.1K | 0.00% | −1−0.4% | Reduced |
| Private Trust Co NA | 278 | $24.8K | 0.00% | +157+129.8% | Added |
| Atala Financial Inc | 284 | $25.3K | 0.02% | +284 | New |
| First Horizon Advisors, Inc. | 287 | $25.6K | 0.00% | −72−20.1% | Reduced |
| Hexagon Capital Partners LLC | 295 | $26.3K | 0.00% | +241+446.3% | Added |
| Rise Advisors, LLC | 297 | $26.4K | 0.01% | +1+0.3% | Added |
| Spire Wealth Management | 325 | $29.0K | 0.00% | +22+7.3% | Added |
| Versant Capital Management, Inc | 333 | $29.7K | 0.01% | +104+45.4% | Added |
| Bessemer Group Inc | 335 | $30.0K | 0.00% | −847−71.7% | Reduced |
| Quadrant Capital Group LLC | 381 | $33.9K | 0.00% | −63−14.2% | Reduced |
| GAMMA Investing LLC | 405 | $36.1K | 0.00% | −219−35.1% | Reduced |
| GWM Advisors LLC | 435 | $38.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 440 | $39.2K | 0.00% | +191+76.7% | Added |
| Ci Investments Inc. | 469 | $42.0K | 0.00% | −371−44.2% | Reduced |
| Winnow Wealth LLC | 484 | $43.1K | 0.04% | +484 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 498 | $44.4K | 0.00% | −44,500−98.9% | Reduced |
| Trust Co of Vermont | 505 | $45.0K | 0.00% | +505 | New |
| Whittier Trust Co of Nevada Inc | 511 | $45.5K | 0.00% | −392−43.4% | Reduced |
| SRS Capital Advisors, Inc. | 551 | $49.1K | 0.00% | −4−0.7% | Reduced |
| Anchor Investment Management, LLC | 555 | $49.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 557 | $49.6K | 0.00% | +557 | New |
| Quarry LP | 616 | $54.9K | 0.01% | +12+2.0% | Added |
| Johnson Financial Group, Inc. | 640 | $58.7K | 0.00% | +640 | New |
| Northwestern Mutual Wealth Management Co | 681 | $60.7K | 0.00% | +554+436.2% | Added |
| Signaturefd, LLC | 724 | $64.5K | 0.00% | −7−1.0% | Reduced |
| Principal Securities, Inc. | 733 | $65.3K | 0.00% | −51−6.5% | Reduced |
| Park Place Capital Corp | 755 | $67.3K | 0.02% | −186−19.8% | Reduced |
| Eagle Bay Advisors LLC | 784 | $69.9K | 0.04% | −181−18.8% | Reduced |
| Natixis Investment Managers International | 967 | $86.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 970 | $86.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,242 | $111.0K | 0.07% | −156−11.2% | Reduced |
| Ostrum Asset Management | 1,280 | $114.0K | 0.01% | +763+147.6% | Added |
| Nisa Investment Advisors, LLC | 1,298 | $115.7K | 0.00% | −57−4.2% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $115.8K | 0.00% | −500−27.8% | Reduced |
| VisionPoint Advisory Group, LLC | 1,376 | $121.0K | 0.04% | +12+0.9% | Added |
| LRI Investments, LLC | 1,460 | $130.1K | 0.01% | +340+30.4% | Added |
| Icon Wealth Advisors, LLC | 1,472 | $131.1K | 0.01% | −589−28.6% | Reduced |
| Mather Group, LLC. | 1,512 | $134.7K | 0.00% | +196+14.9% | Added |
| Parkside Financial Bank & Trust | 1,592 | $141.8K | 0.02% | −544−25.5% | Reduced |