Expand EnergyEXE
13F holders, Q4 2025 (December 31)870holders +106
140new positions
71sold out
11famous investors
$110.36avg. 13F price*
At the end of Q4 2025, 870 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, up 106 from Q3 2025. 140 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($3.1B), Capital Research Global Investors ($2.3B) and BlackRock, Inc. ($2.0B). 11 famous investors held it, including Howard Marks (12.3% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 140 | $633.4M |
| Exits | 71 | $119.3M |
All 13F filers, Q3 2025 → Q4 2025: 23,935,981 shares bought and 25,048,231 shares sold, net −1,112,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 870 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.0% | 27,901,508 | $3.1B |
| Capital Research Global Investors | 0.43% | Add +33.2% | 21,251,283 | $2.3B |
| BlackRock, Inc. | 0.03% | Reduce -10.8% | 18,175,838 | $2.0B |
| State Street Corp. | 0.05% | Reduce -0.2% | 13,152,325 | $1.5B |
| T. Rowe Price Associates Inc. | 0.12% | Reduce -11.1% | 9,670,165 | $1.1B |
| Geode Capital Management, LLC | 0.04% | Reduce -3.1% | 6,421,429 | $706.0M |
| Oaktree Capital Management | 12.35% | No change | 5,062,363 | $558.7M |
| Invesco Ltd. | 0.04% | Reduce -6.0% | 4,096,992 | $452.1M |
| Massachusetts Financial Services Co. | 0.14% | Reduce -5.2% | 3,850,542 | $424.9M |
| Victory Capital Management Inc. | 0.21% | Add +192.0% | 3,286,361 | $362.7M |
| Morgan Stanley | 0.02% | Add +4.5% | 3,183,177 | $351.3M |
| T. Rowe Price Investment Management, Inc. | 0.20% | Reduce -36.1% | 2,844,653 | $313.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -2.4% | 2,713,203 | $299.4M |
| Disciplined Growth Investors Inc. | 5.39% | Add +2.3% | 2,549,879 | $281.4M |
| Wellington Management Group LLP | 0.05% | Reduce -30.9% | 2,509,261 | $276.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -12.1% | 2,310,483 | $255.0M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.9% | 2,300,365 | $253.9M |
| FMR LLC | 0.01% | Reduce -32.8% | 2,151,223 | $237.4M |
| CIBC Private Wealth Group LLC | 0.39% | Add +64.2% | 2,063,440 | $227.7M |
| Glendon Capital Management LP | 13.20% | Reduce -5.8% | 2,008,514 | $221.5M |
| Northern Trust Corp. | 0.03% | Reduce -0.3% | 1,957,428 | $216.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -11.3% | 1,844,899 | $203.6M |
| 59 North Capital Management, LP | 6.33% | Add +37.4% | 1,841,634 | $203.2M |
| Bank of America Corp. | 0.01% | Reduce -6.9% | 1,747,595 | $192.9M |
| Altshuler Shaham Ltd | 2.90% | Add +7.9% | 1,716,853 | $189.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.7% | 1,688,794 | $186.4M |
| Voya Investment Management LLC | 0.21% | Reduce -3.7% | 1,654,399 | $182.4M |
| Assenagon Asset Management S.A. | 0.27% | Add +88.2% | 1,642,779 | $181.3M |
| Slate Path Capital LP | 2.33% | Reduce -3.0% | 1,567,514 | $173.0M |
| Ameriprise Financial Inc. | 0.04% | Add +6.1% | 1,551,295 | $172.8M |
| Deutsche Bank AG | 0.06% | Add +15.2% | 1,552,459 | $171.3M |
| Thrivent Financial for Lutherans | 0.30% | Reduce -0.2% | 1,524,096 | $168.2M |
| Citadel Advisors | 0.11% | Add +44.6% | 1,456,674 | $160.8M |
| Lord, Abbett & Co. LLC | 0.51% | Reduce -9.0% | 1,444,751 | $159.4M |
| Phoenix Financial Ltd. | 1.62% | Reduce -15.1% | 1,356,470 | $149.7M |
| Merewether Investment Management, LP | 3.37% | Reduce -12.4% | 1,329,075 | $146.7M |
| Dragoneer Investment Group, LLC | 3.18% | New | 1,319,618 | $145.6M |
| TD Asset Management Inc | 0.12% | Add +263.1% | 1,294,999 | $142.9M |
| Two Sigma Investments, LP | 0.19% | Reduce -28.6% | 1,091,314 | $120.4M |
| Legal & General Group Plc | 0.03% | Reduce -4.8% | 1,046,922 | $115.5M |
| Prudential Financial Inc. | 0.13% | Reduce -1.5% | 1,002,616 | $110.6M |
| Principal Financial Group Inc. | 0.06% | Add +83.7% | 993,162 | $109.6M |
| UBS Group AG | 0.02% | Reduce -17.0% | 992,859 | $109.6M |
| Amundi | 0.03% | Add +6.1% | 914,412 | $100.9M |
| Qube Research & Technologies Ltd | 0.14% | Add +31.4% | 911,173 | $100.6M |
| Jennison Associates LLC | 0.06% | Add +82.1% | 892,935 | $98.5M |
| Rokos Capital Management LLP | 1.41% | New | 862,568 | $95.2M |
| Millennium Management | 0.07% | Add +22.5% | 841,337 | $92.8M |
| Holocene Advisors, LP | 0.19% | Reduce -3.8% | 834,240 | $92.1M |
| American Century Companies Inc. | 0.05% | Add +27.9% | 818,678 | $90.3M |
| AQR Capital Management | 0.05% | Reduce -17.4% | 802,282 | $88.5M |
| Ninepoint Partners LP | 10.48% | Reduce -11.1% | 800,000 | $88.3M |
| Stephens Investment Management Group LLC | 1.10% | Add +0.6% | 761,911 | $84.1M |
| Sagefield Capital LP | 6.85% | Add +0.3% | 733,110 | $80.9M |
| Kopernik Global Investors, LLC | 6.01% | Reduce -7.7% | 681,579 | $75.2M |
| Neuberger Berman Group LLC | 0.06% | Reduce -13.8% | 675,742 | $74.6M |
| Raymond James Financial Inc. | 0.02% | Add +78.7% | 665,791 | $73.5M |
| Swiss National Bank | 0.04% | Add +0.1% | 652,556 | $72.0M |
| Nomura Asset Management International Inc. | 0.11% | — | 632,224 | $69.8M |
| Alyeska Investment Group, L.P. | 0.19% | Reduce -42.9% | 620,807 | $68.5M |
| Zurich Insurance Group Ltd | 0.47% | Add +91.1% | 609,299 | $67.2M |
| Vaughan Nelson Investment Management, L.P. | 0.65% | Reduce -21.3% | 605,590 | $66.8M |
| Nuveen, LLC | 0.02% | Add +0.2% | 601,518 | $66.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.6% | 600,109 | $66.2M |
| Wells Fargo & Company | 0.01% | Add +21.9% | 593,742 | $65.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +5.9% | 560,722 | $61.6M |
| Gotham Asset Management | 0.22% | Add +32.7% | 536,775 | $59.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.16% | New | 514,911 | $57.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -16.4% | 515,428 | $56.9M |
| LSP Investment Advisors, LLC | 29.91% | Add +59.6% | 509,717 | $56.3M |
| Mackenzie Financial Corp. | 0.07% | Add +5.1% | 494,837 | $55.3M |
| Balyasny Asset Management L.P. | 0.11% | Add +1104.0% | 495,103 | $54.6M |
| Janus Henderson Group PLC | 0.02% | Add +4.3% | 492,758 | $54.4M |
| Barclays PLC | 0.02% | Reduce -47.0% | 485,805 | $53.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.44% | New | 460,000 | $50.8M |
| Clearbridge Investments, LLC | 0.04% | Add +0.2% | 444,221 | $49.0M |
| Retirement Systems of Alabama | 0.15% | Reduce -2.8% | 424,367 | $46.8M |
| California Public Employees Retirement System | 0.03% | Add +1.5% | 416,920 | $46.0M |
| Rhumbline Advisers | 0.04% | Add +0.6% | 416,637 | $46.0M |
| Gemsstock Ltd. | 5.57% | Add +75.0% | 400,500 | $44.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -11.9% | 383,794 | $42.4M |
| Deprince Race & Zollo Inc. | 0.79% | Reduce -0.0% | 374,603 | $41.3M |
| Thompson Siegel & Walmsley LLC | 0.69% | Add +46.6% | 372,892 | $41.2M |
| Schwartz Investment Counsel Inc. | 1.43% | No change | 370,420 | $40.9M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -45.3% | 370,000 | $40.8M |
| First Trust Advisors LP | 0.03% | Add +11.2% | 369,576 | $40.8M |
| Natixis Advisors, LLC | 0.06% | Add +1.7% | 366,330 | $40.4M |
| Susquehanna International Group, LLP | 0.06% | Add +97.2% | 365,525 | $40.3M |
| PointState Capital LP | 0.68% | Add +35.6% | 361,377 | $39.9M |
| HSBC Holdings PLC | 0.02% | Reduce -3.5% | 358,265 | $39.5M |
| Two Creeks Capital Management, LP | 3.12% | Reduce -7.9% | 344,837 | $38.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -12.4% | 339,997 | $37.5M |
| National Pension Service | 0.03% | Add +13.3% | 335,950 | $37.1M |
| Primecap Management Co. | 0.03% | Reduce -1.2% | 330,947 | $36.5M |
| Sourcerock Group LLC | 2.06% | New | 325,425 | $35.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.7% | 323,707 | $35.7M |
| Royal Bank of Canada | 0.01% | Reduce -54.6% | 319,160 | $35.2M |
| Great Lakes Advisors, LLC | 0.28% | Reduce -2.5% | 310,732 | $34.3M |
| Susquehanna Portfolio Strategies, LLC | 0.51% | New | 299,020 | $33.0M |
| Steadfast Capital Management LP | 0.57% | Add +952.5% | 294,700 | $32.5M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.