Expand EnergyEXE

13F holders, Q2 2025 (June 30)
811holders +75
140new positions
68sold out
10famous investors
$116.86avg. 13F price*

At the end of Q2 2025, 811 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, up 75 from Q1 2025. 140 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($3.2B), BlackRock, Inc. ($2.3B) and State Street Corp. ($1.4B). 10 famous investors held it, including Howard Marks (15.1% of Oaktree Capital Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Expand Energy Corp.
Sector
Energy
CUSIP
165167735
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 495Q1 2024Q2 2024: 470Q2 2024Q3 2024: 467Q3 2024Q4 2024: 641Q4 2024Q1 2025: 736Q1 2025Q2 2025: 811Q2 2025Q3 2025: 764Q3 2025Q4 2025: 870Q4 2025Q1 2026: 898Q1 2026Q2 2026: 853Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions140$594.5M
Exits68$543.8M

All 13F filers, Q1 2025 → Q2 2025: 22,336,793 shares bought and 28,453,166 shares sold, net −6,116,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 811 holders

Vanguard Group Inc. 0.05% Add +2.1% 27,266,977 $3.2B
BlackRock, Inc. 0.04% Add +5.2% 19,557,523 $2.3B
State Street Corp. 0.05% Reduce -1.0% 12,169,076 $1.4B
T. Rowe Price Associates Inc. 0.16% Add +3.2% 12,154,829 $1.4B
Capital Research Global Investors 0.14% Reduce -35.0% 6,102,759 $713.7M
Geode Capital Management, LLC 0.05% Add +3.0% 5,812,172 $677.0M
T. Rowe Price Investment Management, Inc. 0.42% Reduce -10.2% 5,660,823 $662.0M
Massachusetts Financial Services Co. 0.20% Add +15.9% 5,396,701 $631.1M
Wellington Management Group LLP 0.11% Reduce -6.4% 5,245,178 $613.4M
Oaktree Capital Management 15.07% Reduce -9.0% 5,062,364 $592.0M
Agf Management Ltd. 2.06% Add +6.2% 3,858,041 $451.2M
Invesco Ltd. 0.07% Reduce -3.9% 3,740,371 $437.4M
Morgan Stanley 0.02% Add +41.6% 2,959,748 $346.1M
FMR LLC 0.02% Add +15.2% 2,912,733 $340.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -7.5% 2,840,874 $332.2M
1832 Asset Management L.P. 0.57% Reduce -24.3% 2,818,936 $329.6M
Disciplined Growth Investors Inc. 5.87% Reduce -2.1% 2,622,749 $306.7M
Bank of New York Mellon Corp 0.06% Reduce -10.7% 2,621,463 $306.6M
Goldman Sachs Group Inc. 0.05% Add +72.4% 2,489,684 $291.1M
Dimensional Fund Advisors LP 0.06% Reduce -33.6% 2,268,718 $265.3M
Glendon Capital Management LP 13.68% No change 2,132,354 $249.2M
Charles Schwab Investment Management Inc. 0.04% Add +4.2% 2,099,148 $245.5M
Two Sigma Advisers, LP 0.46% Add +137.6% 1,929,935 $225.7M
Northern Trust Corp. 0.03% Reduce -0.5% 1,903,560 $222.6M
UBS Group AG 0.04% Add +71.6% 1,820,051 $212.8M
Voya Investment Management LLC 0.24% Reduce -15.0% 1,792,263 $209.4M
Two Sigma Investments, LP 0.38% Add +98.9% 1,726,810 $201.9M
Castle Hook Partners LP 2.97% Reduce -0.2% 1,725,852 $201.8M
Citadel Advisors 0.16% Reduce -37.9% 1,587,514 $185.6M
Thrivent Financial for Lutherans 0.41% Reduce -26.5% 1,545,937 $180.8M
Lord, Abbett & Co. LLC 0.60% Add +9.8% 1,513,965 $177.0M
Bank of America Corp. 0.01% Reduce -34.6% 1,406,751 $164.5M
JPMorgan Chase & Co. 0.01% Add +24.6% 1,349,244 $157.8M
Ameriprise Financial Inc. 0.04% Add +7.3% 1,285,861 $150.2M
Millennium Management 0.13% Reduce -34.2% 1,219,704 $142.6M
Deutsche Bank AG 0.05% Add +47.3% 1,118,458 $130.8M
Slate Path Capital LP 2.25% Reduce -3.8% 1,117,814 $130.7M
Legal & General Group Plc 0.03% Add +8.4% 1,019,673 $119.2M
Prudential Financial Inc. 0.15% Reduce -1.8% 1,011,746 $118.3M
D. E. Shaw & Co. 0.13% Add +639.8% 1,007,650 $117.8M
Squarepoint Ops LLC 0.26% Reduce -8.2% 1,004,758 $117.5M
Worldquant Millennium Advisors LLC 0.57% Reduce -6.2% 980,495 $114.7M
Jane Street Group, LLC 0.18% Add +782.8% 960,270 $112.3M
59 North Capital Management, LP 3.68% New 880,359 $102.9M
Stephens Investment Management Group LLC 1.31% Reduce -12.3% 850,718 $99.5M
Nuveen, LLC 0.03% Add +7.7% 807,122 $94.4M
Vaughan Nelson Investment Management, L.P. 0.88% Reduce -29.6% 803,009 $93.9M
Ninepoint Partners LP 18.10% No change 800,000 $93.6M
Encompass Capital Advisors LLC 3.77% Reduce -7.8% 799,646 $93.5M
Neuberger Berman Group LLC 0.07% Add +17.4% 781,612 $91.4M
Jain Global LLC 1.49% Add +155.7% 781,475 $91.4M
Amundi 0.03% Add +3.8% 781,997 $86.3M
Balyasny Asset Management L.P. 0.19% Reduce -17.8% 716,584 $83.8M
Qube Research & Technologies Ltd 0.12% Add +359.9% 708,310 $82.8M
Merewether Investment Management, LP 2.16% Reduce -3.4% 641,875 $75.1M
Barclays PLC 0.03% Add +16.8% 639,184 $74.7M
Swiss National Bank 0.04% Add +8.1% 633,956 $74.1M
PointState Capital LP 1.57% New 619,191 $72.4M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +5.8% 577,150 $67.5M
Cannell & Spears LLC 1.35% Reduce -7.1% 570,395 $66.7M
Principal Financial Group Inc. 0.03% Add +32.9% 558,986 $65.4M
Zurich Insurance Group Ltd 0.50% Reduce -43.2% 556,482 $65.1M
Jennison Associates LLC 0.04% Add +6.9% 554,214 $64.8M
American Century Companies Inc. 0.03% Add +29.9% 543,377 $63.5M
Assenagon Asset Management S.A. 0.10% New 537,978 $62.9M
Kopernik Global Investors, LLC 6.72% Reduce -39.5% 522,716 $61.1M
Voloridge Investment Management, LLC 0.22% Add +2954.7% 510,769 $59.7M
BNP Paribas Financial Markets 0.05% Add +15.7% 509,436 $59.6M
Sagefield Capital LP 8.27% Reduce -31.5% 505,645 $59.1M
Janus Henderson Group PLC 0.03% Reduce -18.3% 475,747 $55.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +12.1% 473,349 $55.4M
Macquarie Group Ltd. 0.07% Reduce -16.6% 465,813 $54.5M
Renaissance Technologies 0.07% Reduce -8.8% 462,862 $54.1M
Primecap Management Co. 0.04% Reduce -16.5% 459,791 $53.8M
Woodline Partners LP 0.28% Add +12.2% 459,073 $53.7M
Mackenzie Financial Corp. 0.07% Add +18.5% 453,269 $53.0M
Clearbridge Investments, LLC 0.04% Add +0.9% 443,173 $51.8M
Royal Bank of Canada 0.01% Add +15.9% 434,138 $50.8M
TD Asset Management Inc 0.04% Reduce -1.3% 402,459 $47.1M
First Trust Advisors LP 0.04% Reduce -63.9% 402,432 $47.1M
Rhumbline Advisers 0.04% Add +1.6% 397,850 $46.5M
Wells Fargo & Company 0.01% Add +9.9% 393,404 $46.0M
Natixis Advisors, LLC 0.07% Reduce -18.9% 392,243 $45.9M
California Public Employees Retirement System 0.03% Add +3.3% 388,101 $45.4M
Citigroup Inc. 0.03% Reduce -0.7% 384,943 $45.0M
Two Creeks Capital Management, LP 2.89% Reduce -7.8% 372,278 $43.5M
Schwartz Investment Counsel Inc. 1.43% No change 370,420 $43.3M
HSBC Holdings PLC 0.03% Add +11.2% 363,517 $42.6M
Raymond James Financial Inc. 0.01% Reduce -19.1% 364,217 $42.6M
Susquehanna International Group, LLP 0.06% Add +483.0% 362,027 $42.3M
Great Lakes Advisors, LLC 0.35% Add +43.4% 362,157 $41.6M
Van Eck Associates Corp. 0.05% Add +33.2% 353,392 $41.3M
Deprince Race & Zollo Inc. 0.85% Reduce -7.5% 350,945 $41.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.26% No change 320,200 $37.4M
HRT Financial LP 0.16% Add +474.4% 317,738 $37.2M
Canoe Financial LP 0.52% Reduce -57.4% 311,100 $36.4M
National Pension Service 0.03% Reduce -0.1% 296,641 $34.7M
Russell Investments Group, Ltd. 0.04% Reduce -18.5% 291,405 $34.1M
Victory Capital Management Inc. 0.02% Add +167.7% 289,883 $33.9M
Weiss Asset Management LP 0.63% New 287,752 $33.6M

"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.

Show all 811 holders