Expand EnergyEXE
13F holders, Q3 2025 (September 30)764holders −47
99new positions
143sold out
9famous investors
$106.27avg. 13F price*
At the end of Q3 2025, 764 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, down 47 from Q2 2025. 99 opened new positions and 143 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.2B) and Capital Research Global Investors ($1.7B). 9 famous investors held it, including Howard Marks (11.4% of Oaktree Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Expand Energy Corp.
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $546.2M |
| Exits | 143 | $1.1B |
All 13F filers, Q2 2025 → Q3 2025: 37,019,329 shares bought and 29,799,266 shares sold, net +7,220,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| Vanguard Group Inc. | 0.04% | Add +2.4% | 27,913,307 | $3.0B |
| BlackRock, Inc. | 0.04% | Add +4.2% | 20,368,426 | $2.2B |
| Capital Research Global Investors | 0.32% | Add +161.5% | 15,959,335 | $1.7B |
| State Street Corp. | 0.05% | Add +8.3% | 13,183,560 | $1.4B |
| T. Rowe Price Associates Inc. | 0.12% | Reduce -10.5% | 10,873,325 | $1.2B |
| Geode Capital Management, LLC | 0.05% | Add +14.1% | 6,629,667 | $711.9M |
| Oaktree Capital Management | 11.38% | Reduce 0.0% | 5,062,363 | $537.8M |
| T. Rowe Price Investment Management, Inc. | 0.29% | Reduce -21.4% | 4,448,935 | $472.7M |
| Invesco Ltd. | 0.07% | Add +16.6% | 4,359,372 | $463.1M |
| Massachusetts Financial Services Co. | 0.13% | Reduce -24.8% | 4,060,482 | $431.4M |
| 1832 Asset Management L.P. | 0.69% | Add +36.8% | 3,856,427 | $409.7M |
| Wellington Management Group LLP | 0.07% | Reduce -30.7% | 3,634,090 | $386.1M |
| FMR LLC | 0.02% | Add +9.9% | 3,200,872 | $340.1M |
| Morgan Stanley | 0.02% | Add +2.9% | 3,044,796 | $323.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -2.1% | 2,780,308 | $295.4M |
| Bank of New York Mellon Corp | 0.05% | Add +0.2% | 2,627,056 | $279.1M |
| Disciplined Growth Investors Inc. | 4.80% | Reduce -4.9% | 2,493,676 | $264.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.5% | 2,279,315 | $242.2M |
| Glendon Capital Management LP | 12.35% | No change | 2,132,354 | $226.4M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -16.4% | 2,080,442 | $221.0M |
| Northern Trust Corp. | 0.03% | Add +3.2% | 1,963,885 | $208.6M |
| Bank of America Corp. | 0.01% | Add +33.4% | 1,876,308 | $199.3M |
| Voya Investment Management LLC | 0.21% | Reduce -4.1% | 1,718,378 | $182.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -21.6% | 1,644,882 | $174.8M |
| Slate Path Capital LP | 2.66% | Add +44.5% | 1,615,714 | $171.7M |
| Phoenix Financial Ltd. | 2.07% | New | 1,598,101 | $169.8M |
| Altshuler Shaham Ltd | 2.80% | Add +95329.2% | 1,591,759 | $169.1M |
| Lord, Abbett & Co. LLC | 0.52% | Add +4.9% | 1,587,517 | $168.7M |
| Two Sigma Investments, LP | 0.26% | Reduce -11.5% | 1,528,661 | $162.4M |
| Thrivent Financial for Lutherans | 0.33% | Reduce -1.2% | 1,527,236 | $162.3M |
| Merewether Investment Management, LP | 3.86% | Add +136.4% | 1,517,475 | $161.2M |
| Ameriprise Financial Inc. | 0.04% | Add +13.7% | 1,462,486 | $154.9M |
| Deutsche Bank AG | 0.05% | Add +20.5% | 1,347,768 | $143.2M |
| 59 North Capital Management, LP | 4.44% | Add +52.3% | 1,340,657 | $142.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.0% | 1,322,318 | $140.5M |
| CIBC Private Wealth Group LLC | 0.23% | Add +862.3% | 1,256,987 | $133.5M |
| UBS Group AG | 0.02% | Reduce -34.3% | 1,195,796 | $127.0M |
| Victory Capital Management Inc. | 0.07% | Add +288.2% | 1,125,382 | $119.6M |
| Legal & General Group Plc | 0.03% | Add +7.8% | 1,099,751 | $116.8M |
| Alyeska Investment Group, L.P. | 0.35% | New | 1,087,195 | $115.5M |
| Prudential Financial Inc. | 0.13% | Add +0.6% | 1,017,438 | $108.1M |
| Citadel Advisors | 0.09% | Reduce -36.5% | 1,007,405 | $107.0M |
| Macquarie Group Ltd. | 0.12% | Add +113.9% | 996,518 | $105.9M |
| AQR Capital Management | 0.07% | Add +1282.1% | 970,671 | $103.1M |
| Two Sigma Advisers, LP | 0.21% | Reduce -49.9% | 966,115 | $102.6M |
| Barclays PLC | 0.04% | Add +43.3% | 916,202 | $97.3M |
| Ninepoint Partners LP | 13.20% | Add +12.5% | 900,000 | $95.6M |
| Amundi | 0.03% | Add +10.2% | 862,011 | $92.9M |
| Assenagon Asset Management S.A. | 0.14% | Add +62.2% | 872,835 | $92.7M |
| Holocene Advisors, LP | 0.21% | New | 867,262 | $92.1M |
| Pacer Advisors, Inc. | 0.23% | Add +4719.7% | 821,571 | $87.3M |
| Man Group plc | 0.17% | Add +969.8% | 802,986 | $85.3M |
| Neuberger Berman Group LLC | 0.06% | Add +0.3% | 784,245 | $83.3M |
| Vaughan Nelson Investment Management, L.P. | 0.74% | Reduce -4.2% | 769,195 | $81.7M |
| Stephens Investment Management Group LLC | 1.04% | Reduce -10.9% | 757,576 | $80.5M |
| Kopernik Global Investors, LLC | 6.40% | Add +41.2% | 738,047 | $78.4M |
| Sagefield Capital LP | 8.68% | Add +44.5% | 730,670 | $77.6M |
| Royal Bank of Canada | 0.01% | Add +62.0% | 703,364 | $74.7M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -2.1% | 693,149 | $73.6M |
| Millennium Management | 0.06% | Reduce -43.7% | 686,859 | $73.0M |
| Adage Capital Partners Gp, L.L.C. | 0.11% | Add +241.3% | 676,800 | $71.9M |
| Ceredex Value Advisors LLC | 1.64% | Add +202.1% | 664,689 | $70.6M |
| Swiss National Bank | 0.04% | Add +2.8% | 651,656 | $69.2M |
| American Century Companies Inc. | 0.03% | Add +17.8% | 640,023 | $68.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +6.8% | 616,316 | $65.5M |
| Nuveen, LLC | 0.02% | Reduce -25.6% | 600,206 | $63.8M |
| Principal Financial Group Inc. | 0.03% | Reduce -3.3% | 540,679 | $57.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +11.9% | 529,504 | $56.3M |
| Squarepoint Ops LLC | 0.12% | Reduce -48.7% | 515,055 | $54.7M |
| Jennison Associates LLC | 0.03% | Reduce -11.5% | 490,317 | $52.1M |
| Wells Fargo & Company | 0.01% | Add +23.8% | 487,016 | $51.7M |
| Janus Henderson Group PLC | 0.02% | Reduce -0.6% | 472,692 | $50.2M |
| Mackenzie Financial Corp. | 0.06% | Add +3.9% | 470,701 | $50.0M |
| Clearbridge Investments, LLC | 0.04% | No change | 443,173 | $47.1M |
| Retirement Systems of Alabama | 0.15% | Add +71.8% | 436,401 | $46.4M |
| BNP Paribas Financial Markets | 0.04% | Reduce -14.4% | 435,809 | $46.3M |
| Rhumbline Advisers | 0.04% | Add +4.1% | 414,097 | $44.0M |
| California Public Employees Retirement System | 0.03% | Add +5.8% | 410,627 | $43.6M |
| Gotham Asset Management | 0.19% | Add +106.8% | 404,517 | $43.0M |
| Russell Investments Group, Ltd. | 0.05% | Add +33.3% | 388,315 | $41.3M |
| Deprince Race & Zollo Inc. | 0.80% | Add +6.8% | 374,755 | $39.8M |
| Two Creeks Capital Management, LP | 2.86% | Add +0.5% | 374,239 | $39.8M |
| Raymond James Financial Inc. | 0.01% | Add +2.3% | 372,642 | $39.6M |
| HSBC Holdings PLC | 0.02% | Add +2.1% | 371,194 | $39.5M |
| Schwartz Investment Counsel Inc. | 1.32% | No change | 370,420 | $39.4M |
| Van Eck Associates Corp. | 0.04% | Add +2.6% | 362,731 | $38.5M |
| Natixis Advisors, LLC | 0.06% | Reduce -8.2% | 360,069 | $38.3M |
| TD Asset Management Inc | 0.03% | Reduce -11.4% | 356,662 | $37.9M |
| Marshall Wace, LLP | 0.04% | Add +38.6% | 342,389 | $36.4M |
| Citigroup Inc. | 0.03% | Reduce -11.3% | 341,331 | $36.3M |
| Primecap Management Co. | 0.03% | Reduce -27.2% | 334,886 | $35.6M |
| Alliancebernstein L.P. | 0.01% | Add +19.4% | 332,636 | $35.3M |
| First Trust Advisors LP | 0.03% | Reduce -17.4% | 332,251 | $35.3M |
| Korea Investment CORP | 0.07% | Add +17.6% | 326,259 | $34.7M |
| LSP Investment Advisors, LLC | 20.39% | Add +40.8% | 319,417 | $33.9M |
| Zurich Insurance Group Ltd | 0.24% | Reduce -42.7% | 318,851 | $33.9M |
| Great Lakes Advisors, LLC | 0.28% | Reduce -12.0% | 318,797 | $33.9M |
| National Pension Service | 0.02% | No change | 296,641 | $31.5M |
| Clough Capital Partners L P | 2.66% | Add +113.8% | 280,854 | $29.8M |
| Tortoise Capital Advisors, L.L.C. | 0.37% | Add +229.6% | 273,545 | $29.1M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.