Expand EnergyEXE
13F holders, Q2 2026 (June 30)853holders −45
100new positions
146sold out
10famous investors
$91.13avg. 13F price*
At the end of Q2 2026, 853 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, down 45 from Q1 2026. 100 opened new positions and 146 sold out. The largest holders were BlackRock, Inc. ($1.8B), Vanguard Capital Management LLC ($1.4B) and State Street Corp. ($1.4B). 10 famous investors held it, including Howard Marks (12.6% of Oaktree Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).
- Company
- Expand Energy Corp.
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $252.0M |
| Exits | 146 | $647.8M |
All 13F filers, Q1 2026 → Q2 2026: 27,673,854 shares bought and 26,881,078 shares sold, net +792,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 853 holders
| BlackRock, Inc. | 0.03% | Add +4.6% | 19,497,795 | $1.8B |
| Vanguard Capital Management LLC | 0.03% | Add +0.5% | 15,619,960 | $1.4B |
| State Street Corp. | 0.04% | Add +7.8% | 15,619,193 | $1.4B |
| Vanguard Portfolio Management LLC | 0.05% | Add +4.2% | 11,834,044 | $1.1B |
| Geode Capital Management, LLC | 0.03% | Add +1.7% | 6,732,861 | $611.7M |
| Capital Research Global Investors | 0.08% | Reduce -2.3% | 6,643,659 | $605.8M |
| Invesco Ltd. | 0.04% | Add +23.2% | 6,060,800 | $552.7M |
| Victory Capital Management Inc. | 0.28% | Add +13.3% | 5,396,426 | $492.1M |
| AQR Capital Management | 0.17% | Add +39.7% | 5,384,978 | $491.1M |
| Oaktree Capital Management | 12.64% | No change | 5,237,477 | $477.6M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -4.4% | 3,554,701 | $324.2M |
| Capital World Investors | 0.04% | Reduce -47.0% | 3,291,597 | $300.2M |
| Morgan Stanley | 0.02% | Reduce -1.8% | 3,256,729 | $297.0M |
| Bank of New York Mellon Corp | 0.04% | Reduce -34.9% | 2,929,145 | $267.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +12.6% | 2,776,965 | $253.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +17.3% | 2,705,214 | $246.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -3.4% | 2,677,536 | $244.2M |
| Pacer Advisors, Inc. | 0.60% | Add +163.1% | 2,553,833 | $232.9M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -32.3% | 2,520,895 | $229.9M |
| UBS Group AG | 0.03% | Add +74.2% | 2,384,737 | $217.5M |
| Disciplined Growth Investors Inc. | 3.62% | Reduce -1.1% | 2,346,927 | $214.0M |
| Phoenix Financial Ltd. | 1.30% | Add +16.2% | 2,080,338 | $189.7M |
| CIBC Bancorp USA Inc. | 0.23% | Reduce -26.3% | 2,057,938 | $188.0M |
| Northern Trust Corp. | 0.02% | Add +3.4% | 2,025,120 | $184.7M |
| Glendon Capital Management LP | 23.86% | No change | 2,019,894 | $184.1M |
| D. E. Shaw & Co. | 0.12% | Add +184.2% | 1,983,146 | $180.8M |
| FMR LLC | 0.01% | Reduce -6.4% | 1,908,674 | $174.1M |
| Altshuler Shaham Ltd | 2.06% | Add +21.9% | 1,803,424 | $164.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.0% | 1,754,390 | $160.0M |
| Kopernik Global Investors, LLC | 9.63% | Add +111.8% | 1,723,513 | $157.2M |
| Bank of America Corp. | 0.01% | Reduce -13.9% | 1,654,743 | $150.9M |
| Man Group plc | 0.28% | Add +39.8% | 1,625,479 | $148.2M |
| Ameriprise Financial Inc. | 0.03% | Add +4.0% | 1,408,840 | $126.4M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +0.1% | 1,341,732 | $122.4M |
| Deutsche Bank AG | 0.03% | Add +19.7% | 1,218,901 | $111.2M |
| Assenagon Asset Management S.A. | 0.14% | Add +882.2% | 1,183,098 | $107.9M |
| HSBC Holdings PLC | 0.05% | Add +17.7% | 1,107,812 | $101.1M |
| Qube Research & Technologies Ltd | 0.11% | Reduce -59.3% | 1,080,577 | $98.5M |
| Gotham Asset Management | 0.23% | Add +160.7% | 1,070,113 | $97.6M |
| Marshall Wace, LLP | 0.08% | Add +125.1% | 1,053,232 | $96.0M |
| Royal Bank of Canada | 0.02% | Add +152.0% | 1,043,193 | $95.1M |
| Legal & General Group Plc | 0.02% | Reduce -1.1% | 1,042,312 | $95.0M |
| Amundi | 0.02% | Add +5.7% | 1,006,632 | $91.8M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -7.3% | 1,001,075 | $91.3M |
| Prudential Financial Inc. | 0.10% | Reduce -0.1% | 998,020 | $91.0M |
| American Century Companies Inc. | 0.04% | Reduce -18.9% | 964,473 | $88.0M |
| JPMorgan Chase & Co. | 0.01% | Add +70.2% | 973,027 | $85.2M |
| Adage Capital Partners Gp, L.L.C. | 0.12% | Add +31.7% | 933,200 | $85.1M |
| Nomura Asset Management International Inc. | 0.12% | Add +17.3% | 840,728 | $76.7M |
| Vinva Investment Management Ltd | 0.51% | Add +2263.8% | 872,964 | $76.4M |
| First Trust Advisors LP | 0.04% | Add +6.9% | 829,864 | $75.7M |
| Stephens Investment Management Group LLC | 0.80% | Add +7.3% | 814,640 | $74.3M |
| Susquehanna International Group, LLP | 0.07% | Add +1828.6% | 804,992 | $73.4M |
| Sagefield Capital LP | 5.42% | Add +7.1% | 801,345 | $73.1M |
| SG Americas Securities, LLC | 0.04% | Add +44.4% | 798,610 | $72.8M |
| Lord, Abbett & Co. LLC | 0.21% | Reduce -46.2% | 775,244 | $70.7M |
| Millennium Management | 0.05% | Reduce -54.3% | 756,643 | $69.0M |
| Van Eck Associates Corp. | 0.04% | Add +201.1% | 716,674 | $65.4M |
| Rokos Capital Management LLP | 0.79% | Reduce -20.2% | 688,699 | $62.8M |
| Swiss National Bank | 0.03% | Reduce -3.0% | 677,956 | $61.8M |
| Balyasny Asset Management L.P. | 0.12% | Add +3.0% | 675,722 | $61.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +6.8% | 651,788 | $59.4M |
| Citadel Advisors | 0.03% | Reduce -58.7% | 622,041 | $56.7M |
| Voya Investment Management LLC | 0.06% | Reduce -68.4% | 608,994 | $55.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +14.6% | 581,134 | $53.0M |
| Nuveen, LLC | 0.01% | Reduce -6.9% | 575,475 | $52.5M |
| Thompson Siegel & Walmsley LLC | 0.95% | Add +24.4% | 575,121 | $52.4M |
| Clearbridge Investments, LLC | 0.04% | Add +12.5% | 565,825 | $51.6M |
| Vanguard Global Advisers, LLC | 0.02% | Add +5.0% | 549,533 | $50.1M |
| Neuberger Berman Group LLC | 0.03% | Reduce -25.7% | 541,764 | $49.4M |
| BNP Paribas Financial Markets | 0.03% | Add +7.1% | 540,202 | $49.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.12% | Add +2.0% | 528,025 | $47.9M |
| Squarepoint Ops LLC | 0.09% | Add +12.8% | 500,209 | $45.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | Add +12.8% | 497,524 | $45.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.34% | Add +84.4% | 487,647 | $44.5M |
| Schwartz Investment Counsel Inc. | 1.45% | Add +17.0% | 480,720 | $43.8M |
| Principal Financial Group Inc. | 0.02% | Reduce -51.5% | 475,903 | $43.4M |
| IMC-Chicago, LLC | 0.38% | Add +2325.5% | 459,197 | $41.9M |
| Russell Investments Group, Ltd. | 0.04% | Add +38.4% | 456,303 | $41.6M |
| California Public Employees Retirement System | 0.02% | Add +5.9% | 448,622 | $40.9M |
| Bridgewater Associates | 0.17% | New | 447,886 | $40.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.3% | 444,863 | $40.6M |
| Palo Duro Investment Partners, LP | 7.73% | Add +124.3% | 439,476 | $40.1M |
| Tocqueville Asset Management L.P. | 0.53% | Add +16.6% | 436,694 | $39.8M |
| Rhumbline Advisers | 0.03% | Add +3.3% | 434,316 | $39.6M |
| Los Angeles Capital Management LLC | 0.15% | Reduce -55.9% | 434,113 | $39.6M |
| Jupiter Topco LLC | 0.02% | — | 428,603 | $39.1M |
| Ruffer LLP | 1.35% | New | 420,557 | $38.3M |
| Susquehanna Portfolio Strategies, LLC | 0.59% | Add +515.7% | 405,546 | $37.0M |
| Retirement Systems of Alabama | 0.11% | Reduce -8.0% | 390,557 | $35.6M |
| Barclays PLC | 0.01% | Reduce -28.1% | 381,673 | $34.8M |
| Citigroup Inc. | 0.02% | Add +23.1% | 379,724 | $34.6M |
| Wellington Management Group LLP | 0.01% | Reduce -14.7% | 375,816 | $34.3M |
| Deprince Race & Zollo Inc. | 0.56% | Reduce -1.3% | 368,045 | $33.6M |
| Empowered Funds, LLC | 0.16% | Add +91.6% | 340,931 | $31.1M |
| Capital Fund Management S.A. | 0.22% | Add +77.6% | 336,793 | $30.7M |
| Allianz Asset Management GmbH | 0.03% | Add +215.9% | 336,353 | $30.7M |
| Primecap Management Co. | 0.02% | Reduce -1.7% | 325,447 | $29.7M |
| LSP Investment Advisors, LLC | 26.78% | No change | 319,717 | $29.2M |
| Erste Asset Management GmbH | 0.22% | No change | 320,761 | $28.1M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.