Expand EnergyEXE
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 140 | $594.5M |
| Exits | 68 | $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.