Skip to main content

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.

Institutional holdersQ4 2024: 369 institutions
Q1 2021: 314 institutionsQ2 2021: 318 institutionsQ3 2021: 339 institutionsQ4 2021: 364 institutionsQ1 2022: 358 institutionsQ2 2022: 350 institutionsQ3 2022: 348 institutionsQ4 2022: 351 institutionsQ1 2023: 362 institutionsQ2 2023: 356 institutionsQ3 2023: 357 institutionsQ4 2023: 354 institutionsQ1 2024: 328 institutionsQ2 2024: 354 institutionsQ3 2024: 373 institutionsQ4 2024: 369 institutionsQ1 2025: 393 institutionsQ2 2025: 368 institutionsQ3 2025: 360 institutionsQ4 2025: 358 institutionsQ1 2026: 362 institutionsQ2 2026: 340 institutions
Value heldQ4 2024: $4.23B
Q1 2021: $4.57BQ2 2021: $4.20BQ3 2021: $5.31BQ4 2021: $5.46BQ1 2022: $5.06BQ2 2022: $4.29BQ3 2022: $4.10BQ4 2022: $4.60BQ1 2023: $4.56BQ2 2023: $4.28BQ3 2023: $3.96BQ4 2023: $4.09BQ1 2024: $3.88BQ2 2024: $4.47BQ3 2024: $5.46BQ4 2024: $4.23BQ1 2025: $3.86BQ2 2025: $3.66BQ3 2025: $3.28BQ4 2025: $3.29BQ1 2026: $3.08BQ2 2026: $2.73B
Institutions holding EXPO and their total value by quarter
QuarterHoldersValue
Q2 2026340$2.73B
Q1 2026362$3.08B
Q4 2025358$3.29B
Q3 2025360$3.28B
Q2 2025368$3.66B
Q1 2025393$3.86B
Q4 2024369$4.23B
Q3 2024373$5.46B
Q2 2024354$4.47B
Q1 2024328$3.88B
Q4 2023354$4.09B
Q3 2023357$3.96B
Q2 2023356$4.28B
Q1 2023362$4.56B
Q4 2022351$4.60B
Q3 2022348$4.10B
Q2 2022350$4.29B
Q1 2022358$5.06B
Q4 2021364$5.46B
Q3 2021339$5.31B
Q2 2021318$4.20B
Q1 2021314$4.57B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Exponent Inc; share changes are against Q3 2024.

Institutions holding EXPO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc333$29.7K0.01%+104+45.4%Added
Spire Wealth Management325$29.0K0.00%+22+7.3%Added
Rise Advisors, LLC297$26.4K0.01%+1+0.3%Added
Hexagon Capital Partners LLC295$26.3K0.00%+241+446.3%Added
First Horizon Advisors, Inc.287$25.6K0.00%−72−20.1%Reduced
Atala Financial Inc284$25.3K0.02%+284New
Private Trust Co NA278$24.8K0.00%+157+129.8%Added
Allworth Financial LP238$22.1K0.00%−1−0.4%Reduced
Bell Investment Advisors, Inc230$20.5K0.00%00.0%Unchanged
Westside Investment Management, Inc.227$20.2K0.00%00.0%Unchanged
Jones Financial Companies LLLP222$19.8K0.00%+192+640.0%Added
LGT Financial Advisors LLC202$18.0K0.04%00.0%Unchanged
Global Retirement Partners, LLC187$16.6K0.00%00.0%Unchanged
Oarsman Capital, Inc.183$16.3K0.00%+11+6.4%Added
West Branch Capital LLC170$15.1K0.00%00.0%Unchanged
Hemington Wealth Management178$15.0K0.00%+6+3.5%Added
Clark Wealth Partners155$13.8K0.01%+155New
Proequities, Inc.145$13.5K0.00%+43+42.2%Added
Federation des caisses Desjardins du Quebec138$12.3K0.00%+32+30.2%Added
Smartleaf Asset Management LLC127$11.3K0.00%+73+135.2%Added
Bryn Mawr Trust Co117$10.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.111$9.89K0.00%+74+200.0%Added
MAI Capital Management103$9.18K0.00%+103New
Danske Bank A/S100$8.91K0.00%−400−80.0%Reduced
Global Financial Private Client, LLC98$8.73K0.00%+2+2.1%Added
Private Wealth Management Group, LLC94$8.38K0.00%00.0%Unchanged
Leonteq Securities AG89$7.93K0.00%+6+7.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.67$5.96K0.00%00.0%Unchanged
Umb Bank N A66$5.88K0.00%−85−56.3%Reduced
Geneos Wealth Management Inc.59$5.26K0.00%00.0%Unchanged
WPG Advisers, LLC54$4.81K0.00%+54New
Lindbrook Capital, LLC52$4.63K0.00%−45−46.4%Reduced
Plante Moran Financial Advisors, LLC52$4.63K0.00%+52New
AdvisorNet Financial, Inc48$4.28K0.00%−12−20.0%Reduced
South State Corp.48$4.28K0.00%+48New
Rothschild Investment LLC40$3.56K0.00%−15−27.3%Reduced
Beacon Capital Management, LLC39$3.49K0.00%00.0%Unchanged
ESL Trust Services, LLC37$3.30K0.00%00.0%Unchanged
Fortitude Family Office, LLC35$3.12K0.00%−6−14.6%Reduced
Cherry Tree Wealth Management, LLC34$3.03K0.00%00.0%Unchanged
Colonial Trust Co34$2.98K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC32$2.85K0.00%−41−56.2%Reduced
Massmutual Trust Co FSB32$2.85K0.00%−13−28.9%Reduced
Manchester Capital Management LLC26$2.32K0.00%00.0%Unchanged
IFP Advisors, Inc26$2.32K0.00%+1+4.0%Added
Newbridge Financial Services Group, Inc.24$2.14K0.00%+24New
JFS Wealth Advisors, LLC23$2.05K0.00%+5+27.8%Added
CVA Family Office, LLC23$2.05K0.00%00.0%Unchanged
CoreCap Advisors, LLC23$2.05K0.00%+23New
Farmers & Merchants Investments Inc21$1.87K0.00%00.0%Unchanged
WealthCollab, LLC19$1.69K0.00%00.0%Unchanged
Creative Financial Designs Inc19$1.69K0.00%+19New
Tucker Asset Management LLC18$1.60K0.00%00.0%Unchanged
SBI Securities Co., Ltd.18$1.60K0.00%+18New
Financial Network Wealth Advisors LLC17$1.51K0.00%−57−77.0%Reduced
Caitong International Asset Management Co., Ltd14$1.25K0.00%+14New
Provenance Wealth Advisors, LLC12$1.07K0.00%00.0%Unchanged
Fairman Group, LLC11$9800.00%−12−52.2%Reduced
Riverview Trust Co7$6240.00%+7New
SJS Investment Consulting Inc.6$5350.00%−1−14.3%Reduced
DiNuzzo Private Wealth, Inc.6$5350.00%00.0%Unchanged
Whipplewood Advisors, LLC6$5350.00%+6New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$4450.00%00.0%Unchanged
Skopos Labs, Inc.3$2680.00%+3New
Harbour Investments, Inc.3$2670.00%00.0%Unchanged
Assetmark, Inc2$1780.00%+2New
TFC Financial Management1$900.00%00.0%Unchanged
Grove Bank & Trust1$890.00%+1New
Parkworth Wealth Management, Inc.1$890.00%+1New
Assenagon Asset Management S.A.0$00.00%−126,047−100.0%Sold out
Renaissance Technologies LLC0$00.00%−29,500−100.0%Sold out
Rice Hall James & Associates, LLC0$00.00%−27,882−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−27,858−100.0%Sold out
Marshall Wace, LLP0$00.00%−10,900−100.0%Sold out
Engineers Gate Manager LP0$00.00%−9,044−100.0%Sold out
SG Americas Securities, LLC0$00.00%−7,465−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−97,683−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−6,676−100.0%Sold out
Congress Wealth Management LLC0$00.00%−4,935−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−4,103−100.0%Sold out
Curbstone Financial Management Corp0$00.00%−3,860−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−3,553−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−3,470−100.0%Sold out
Lazard Asset Management LLC0$00.00%−3,251−100.0%Sold out
Acadian Asset Management LLC0$00.00%−2,772−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−2,740−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−2,600−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−2,463−100.0%Sold out
Argent Trust Co0$00.00%−2,276−100.0%Sold out
Stephens Inc0$00.00%−2,243−100.0%Sold out
Everhart Financial Group, Inc.0$00.00%−2,243−100.0%Sold out
Trexquant Investment LP0$00.00%−2,234−100.0%Sold out
Davenport & Co LLC0$00.00%−2,217−100.0%Sold out
Lowe Brockenbrough & Co Inc0$00.00%−2,100−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−2,091−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−2,045−100.0%Sold out
Shelton Capital Management0$00.00%−2,021−100.0%Sold out
Compass Ion Advisors, LLC0$00.00%−1,903−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−1,915−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−1,862−100.0%Sold out