Expand EnergyEXE
13F holders, Q1 2026 (March 31)898holders +28
146new positions
123sold out
12famous investors
$109.77avg. 13F price*
At the end of Q1 2026, 898 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, up 28 from Q4 2025. 146 opened new positions and 123 sold out. The largest holders were BlackRock, Inc. ($2.0B), Vanguard Capital Management LLC ($1.7B) and State Street Corp. ($1.6B). 12 famous investors held it, including Howard Marks (13.4% of Oaktree Capital Management's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Expand Energy Corp.
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $1.1B |
| Exits | 123 | $1.4B |
All 13F filers, Q4 2025 → Q1 2026: 41,719,879 shares bought and 48,093,980 shares sold, net −6,374,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 898 holders
| BlackRock, Inc. | 0.04% | Add +2.5% | 18,637,479 | $2.0B |
| Vanguard Capital Management LLC | 0.04% | — | 15,547,494 | $1.7B |
| State Street Corp. | 0.06% | Add +10.2% | 14,494,558 | $1.6B |
| Vanguard Portfolio Management LLC | 0.07% | — | 11,357,437 | $1.2B |
| Capital Research Global Investors | 0.12% | Reduce -68.0% | 6,798,764 | $746.4M |
| Geode Capital Management, LLC | 0.05% | Add +3.1% | 6,622,393 | $724.4M |
| Capital World Investors | 0.09% | New | 6,211,571 | $681.9M |
| Oaktree Capital Management | 13.36% | Add +3.5% | 5,237,477 | $575.0M |
| Invesco Ltd. | 0.05% | Add +20.1% | 4,918,926 | $540.0M |
| Victory Capital Management Inc. | 0.34% | Add +44.9% | 4,760,749 | $522.6M |
| Bank of New York Mellon Corp | 0.09% | Add +94.7% | 4,498,905 | $493.9M |
| AQR Capital Management | 0.19% | Add +380.4% | 3,854,203 | $423.1M |
| Massachusetts Financial Services Co. | 0.14% | Reduce -3.2% | 3,725,907 | $409.0M |
| T. Rowe Price Associates Inc. | 0.05% | Reduce -61.5% | 3,719,035 | $408.3M |
| Morgan Stanley | 0.02% | Add +4.2% | 3,315,573 | $364.0M |
| CIBC Bancorp USA Inc. | 0.41% | — | 2,793,349 | $306.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +2.1% | 2,770,654 | $304.2M |
| Qube Research & Technologies Ltd | 0.41% | Add +191.5% | 2,656,195 | $291.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +7.2% | 2,466,772 | $270.8M |
| Disciplined Growth Investors Inc. | 5.33% | Reduce -6.9% | 2,373,302 | $260.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +25.1% | 2,307,091 | $253.3M |
| FMR LLC | 0.01% | Reduce -5.2% | 2,038,987 | $223.8M |
| Glendon Capital Management LP | 27.56% | Add +0.6% | 2,019,894 | $221.6M |
| Northern Trust Corp. | 0.03% | Add +0.1% | 1,958,866 | $215.0M |
| Voya Investment Management LLC | 0.25% | Add +16.6% | 1,929,445 | $211.5M |
| Bank of America Corp. | 0.02% | Add +9.9% | 1,921,098 | $210.9M |
| Phoenix Financial Ltd. | 1.86% | Add +32.0% | 1,790,470 | $196.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.8% | 1,719,226 | $188.7M |
| Millennium Management | 0.14% | Add +96.8% | 1,655,635 | $181.8M |
| Point72 Asset Management | 0.30% | Add +820.1% | 1,519,602 | $166.8M |
| Citadel Advisors | 0.12% | Add +3.3% | 1,504,699 | $165.2M |
| Altshuler Shaham Ltd | 2.97% | Reduce -13.8% | 1,479,000 | $162.4M |
| Lord, Abbett & Co. LLC | 0.54% | Reduce -0.3% | 1,440,850 | $158.2M |
| UBS Group AG | 0.03% | Add +37.9% | 1,368,633 | $150.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -12.7% | 1,354,488 | $149.3M |
| Vanguard Fiduciary Trust Co. | 0.04% | — | 1,340,755 | $147.2M |
| American Century Companies Inc. | 0.07% | Add +45.3% | 1,189,108 | $130.5M |
| Man Group plc | 0.27% | Add +495.8% | 1,162,807 | $127.7M |
| Canoe Financial LP | 1.65% | Add +1233.4% | 1,093,436 | $121.2M |
| Thrivent Financial for Lutherans | 0.23% | Reduce -29.1% | 1,080,350 | $118.6M |
| Legal & General Group Plc | 0.03% | Add +0.7% | 1,054,267 | $115.7M |
| Deutsche Bank AG | 0.04% | Reduce -34.4% | 1,018,114 | $111.8M |
| Prudential Financial Inc. | 0.14% | Reduce -0.3% | 999,411 | $109.7M |
| Los Angeles Capital Management LLC | 0.43% | Add +2874.4% | 984,582 | $108.1M |
| Principal Financial Group Inc. | 0.06% | Reduce -1.2% | 981,525 | $107.8M |
| Pacer Advisors, Inc. | 0.31% | Add +5073.7% | 970,691 | $106.6M |
| Amundi | 0.03% | Add +4.2% | 952,414 | $104.6M |
| HSBC Holdings PLC | 0.06% | Add +162.7% | 941,165 | $103.4M |
| Rokos Capital Management LLP | 1.69% | No change | 862,568 | $94.7M |
| Artemis Investment Management LLP | 0.99% | New | 847,938 | $93.1M |
| Kopernik Global Investors, LLC | 6.24% | Add +19.4% | 813,632 | $89.3M |
| First Trust Advisors LP | 0.06% | Add +110.0% | 776,111 | $85.2M |
| Stephens Investment Management Group LLC | 1.14% | Reduce -0.4% | 759,101 | $83.3M |
| Sagefield Capital LP | 5.91% | Add +2.0% | 747,987 | $82.1M |
| Neuberger Berman Group LLC | 0.06% | Add +7.9% | 729,003 | $80.1M |
| Nomura Asset Management International Inc. | 0.14% | Add +13.3% | 716,553 | $78.7M |
| Adage Capital Partners Gp, L.L.C. | 0.12% | Add +91.5% | 708,400 | $77.8M |
| Swiss National Bank | 0.04% | Add +7.1% | 699,056 | $76.7M |
| D. E. Shaw & Co. | 0.06% | Add +443.5% | 697,761 | $76.6M |
| Wells Fargo & Company | 0.01% | Add +11.3% | 660,682 | $72.5M |
| Balyasny Asset Management L.P. | 0.15% | Add +32.5% | 655,927 | $72.0M |
| Nuveen, LLC | 0.02% | Add +2.7% | 617,927 | $67.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +8.9% | 610,437 | $67.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 571,877 | $63.7M |
| National Pension Service | 0.05% | Add +69.4% | 568,958 | $62.5M |
| SG Americas Securities, LLC | 0.07% | Add +228.0% | 553,079 | $60.7M |
| Barclays PLC | 0.02% | Add +9.3% | 530,857 | $58.3M |
| Vanguard Global Advisers, LLC | 0.03% | — | 523,381 | $57.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.17% | Add +0.5% | 517,420 | $57.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -1.6% | 507,080 | $55.7M |
| BNP Paribas Financial Markets | 0.04% | Add +31.4% | 504,307 | $55.4M |
| Clearbridge Investments, LLC | 0.05% | Add +13.2% | 502,775 | $55.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -26.4% | 490,288 | $53.8M |
| Marshall Wace, LLP | 0.06% | Add +3237.2% | 467,870 | $51.4M |
| Thompson Siegel & Walmsley LLC | 0.90% | Add +23.9% | 462,207 | $50.7M |
| Jane Street Group, LLC | 0.05% | Add +146.8% | 448,866 | $49.3M |
| Squarepoint Ops LLC | 0.11% | Add +6888.5% | 443,562 | $48.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | — | 441,099 | $48.4M |
| Wellington Management Group LLP | 0.01% | Reduce -82.5% | 440,306 | $48.3M |
| Gemsstock Ltd. | 5.07% | Add +9.3% | 437,900 | $48.1M |
| Merewether Investment Management, LP | 0.92% | Reduce -67.5% | 431,690 | $47.4M |
| Retirement Systems of Alabama | 0.16% | Reduce -0.0% | 424,277 | $46.6M |
| California Public Employees Retirement System | 0.03% | Add +1.6% | 423,523 | $46.5M |
| Rhumbline Advisers | 0.04% | Add +0.9% | 420,409 | $46.2M |
| Royal Bank of Canada | 0.01% | Add +29.7% | 413,927 | $45.4M |
| SIR Capital Management, L.P. | 4.21% | Add +243.4% | 410,733 | $45.1M |
| Schwartz Investment Counsel Inc. | 1.60% | Add +10.9% | 410,720 | $45.1M |
| Gotham Asset Management | 0.14% | Reduce -23.5% | 410,493 | $45.1M |
| Tudor Investment Corporation | 0.24% | Add +754.9% | 408,643 | $44.9M |
| Freestone Grove Partners LP | 0.31% | Add +306.5% | 393,068 | $43.2M |
| Janus Henderson Group PLC | 0.02% | Reduce -20.6% | 391,303 | $43.0M |
| Worldquant Millennium Advisors LLC | 0.16% | New | 385,934 | $42.4M |
| Tocqueville Asset Management L.P. | 0.61% | Add +559.4% | 374,522 | $41.1M |
| Deprince Race & Zollo Inc. | 0.77% | Reduce -0.5% | 372,833 | $40.9M |
| HITE Hedge Asset Management LLC | 2.18% | Add +963.0% | 351,394 | $38.6M |
| Mackenzie Financial Corp. | 0.05% | Reduce -29.5% | 348,751 | $38.3M |
| Great Lakes Advisors, LLC | 0.32% | Add +11.6% | 346,859 | $38.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +107.8% | 344,003 | $37.8M |
| Clough Capital Partners L P | 3.62% | Add +52.0% | 341,456 | $37.5M |
| Primecap Management Co. | 0.03% | No change | 330,947 | $36.3M |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.