Who owns Expand Energy (EXE)
Which tracked institutional funds hold EXE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EXE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
140 tracked funds added or opened EXE while 350 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EXE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EXE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EXE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 803 tracked filers holding EXE, 446 increased or opened the position and 456 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EXE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 47
- Bridgewater Associates, LP$41M
- Jupiter Topco LLC$39M
- Ruffer LLP$38M
- Old West Investment Management, LLC$16M
- TMB Capital Partners, LLC$14M
- Lighthouse Investment Partners, LLC$12M
Full exits 87
- Point72 Asset Management, L.P.$167M
- LORD, ABBETT & CO. LLC$158M
- Thrivent Financial for Lutherans$119M
- Pacer Advisors, Inc.$107M
- Amundi$105M
- Artemis Investment Management LLP$93M
Largest adds
- D. E. Shaw & Co., Inc.$104M
- Assenagon Asset Management S.A.$95M
- Vinva Investment Management Ltd$72M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$69M
- AQR CAPITAL MANAGEMENT LLC$68M
- Kopernik Global Investors, LLC$68M
Largest trims
- Capital World Investors$382M
- VANGUARD CAPITAL MANAGEMENT LLC$282M
- Bank of New York Mellon Corp$227M
- Qube Research & Technologies Ltd$193M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$179M
- VANGUARD PORTFOLIO MANAGEMENT LLC$168M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 19,497,795 | $1.8B | 10.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 15,619,960 | $1.4B | 8.2% | 2026-Q2 |
| STATE STREET CORP added | 15,619,193 | $1.4B | 8.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 11,834,044 | $1.1B | 6.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,732,861 | $612M | 3.5% | 2026-Q2 |
| Capital Research Global Investors trimmed | 6,643,659 | $606M | 3.5% | 2026-Q2 |
| Invesco Ltd. added | 6,060,800 | $553M | 3.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 5,396,426 | $492M | 2.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 5,384,978 | $491M | 2.8% | 2026-Q2 |
| OAKTREE CAPITAL MANAGEMENT LP | 5,237,477 | $478M | 2.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,554,701 | $324M | 1.9% | 2026-Q2 |
| Capital World Investors trimmed | 3,291,597 | $300M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,256,729 | $297M | 1.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,929,145 | $267M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,776,965 | $253M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,705,214 | $247M | 1.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,677,536 | $244M | 1.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,520,895 | $230M | 1.3% | 2026-Q2 |
| UBS Group AG added | 2,384,737 | $217M | 1.3% | 2026-Q2 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 2,346,927 | $214M | 1.2% | 2026-Q2 |
| Phoenix Financial Ltd. added | 2,080,338 | $190M | 1.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 2,057,938 | $188M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,025,120 | $185M | 1.1% | 2026-Q2 |
| Glendon Capital Management LP | 2,019,894 | $184M | 1.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,983,146 | $181M | 1.0% | 2026-Q2 |
| FMR LLC trimmed | 1,908,674 | $174M | 1.0% | 2026-Q2 |
| Altshuler Shaham Ltd added | 1,803,424 | $164M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,754,390 | $160M | 0.9% | 2026-Q2 |
| Kopernik Global Investors, LLC added | 1,723,513 | $157M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,654,743 | $151M | 0.9% | 2026-Q2 |
| Man Group plc added | 1,625,479 | $148M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,408,840 | $126M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,341,732 | $122M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,218,901 | $111M | 0.6% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 1,183,098 | $108M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,107,812 | $101M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,080,577 | $99M | 0.6% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,070,113 | $98M | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,053,232 | $96M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,043,193 | $95M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,042,312 | $95M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 998,020 | $91M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 973,027 | $85M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 964,473 | $88M | 0.5% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 933,200 | $85M | 0.5% | 2026-Q2 |
| Vinva Investment Management Ltd added | 872,964 | $76M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 840,728 | $77M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 829,864 | $76M | 0.4% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 814,640 | $74M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 804,992 | $73M | 0.4% | 2026-Q2 |
| Sagefield Capital LP added | 801,345 | $73M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 756,643 | $69M | 0.4% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 716,674 | $65M | 0.4% | 2026-Q2 |
| Rokos Capital Management LLP trimmed | 688,699 | $63M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 677,956 | $62M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 675,722 | $62M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 651,788 | $59M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 622,041 | $57M | 0.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 608,994 | $56M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 581,134 | $53M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 575,475 | $52M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC added | 565,825 | $52M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 549,533 | $50M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 541,764 | $49M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 540,202 | $49M | 0.3% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 528,025 | $48M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 500,209 | $46M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 497,524 | $45M | 0.3% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 487,647 | $44M | 0.3% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 480,720 | $44M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 475,903 | $43M | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC added | 459,197 | $42M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 456,303 | $42M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 448,622 | $41M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 447,886 | $41M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 444,863 | $41M | 0.2% | 2026-Q2 |
| Palo Duro Investment Partners, LP added | 439,476 | $40M | 0.2% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 436,694 | $40M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 434,316 | $40M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 434,113 | $40M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 428,603 | $39M | 0.2% | 2026-Q2 |
| Ruffer LLP new | 420,557 | $38M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 405,546 | $37M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 390,557 | $36M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 381,673 | $35M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 379,724 | $35M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 375,816 | $34M | 0.2% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 368,045 | $34M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC added | 340,931 | $31M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 336,793 | $31M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 335,960 | $32M | 0.2% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 325,447 | $30M | 0.2% | 2026-Q2 |
| Erste Asset Management GmbH | 320,761 | $28M | 0.2% | 2026-Q2 |
| LSP Investment Advisors, LLC | 319,717 | $29M | 0.2% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 296,951 | $27M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 279,633 | $25M | 0.1% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS LLC trimmed | 279,551 | $25M | 0.1% | 2026-Q2 |
| Hancock Prospecting Pty Ltd added | 276,804 | $25M | 0.1% | 2026-Q2 |
| Canoe Financial LP trimmed | 254,892 | $25M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 231,672 | $25M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.