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Institutional Ownership · SEC Form 13F

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.

805
Institutional holders
212M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added19,497,795$1.8B10.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added15,619,960$1.4B8.2%2026-Q2
STATE STREET CORP added15,619,193$1.4B8.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added11,834,044$1.1B6.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added6,732,861$612M3.5%2026-Q2
Capital Research Global Investors trimmed6,643,659$606M3.5%2026-Q2
Invesco Ltd. added6,060,800$553M3.2%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added5,396,426$492M2.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC added5,384,978$491M2.8%2026-Q2
OAKTREE CAPITAL MANAGEMENT LP5,237,477$478M2.8%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed3,554,701$324M1.9%2026-Q2
Capital World Investors trimmed3,291,597$300M1.7%2026-Q2
MORGAN STANLEY trimmed3,256,729$297M1.7%2026-Q2
Bank of New York Mellon Corp trimmed2,929,145$267M1.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added2,776,965$253M1.5%2026-Q2
GOLDMAN SACHS GROUP INC added2,705,214$247M1.4%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed2,677,536$244M1.4%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed2,520,895$230M1.3%2026-Q2
UBS Group AG added2,384,737$217M1.3%2026-Q2
DISCIPLINED GROWTH INVESTORS INC /MN trimmed2,346,927$214M1.2%2026-Q2
Phoenix Financial Ltd. added2,080,338$190M1.1%2026-Q2
CIBC Bancorp USA Inc. trimmed2,057,938$188M1.1%2026-Q2
NORTHERN TRUST CORP added2,025,120$185M1.1%2026-Q2
Glendon Capital Management LP2,019,894$184M1.1%2026-Q2
D. E. Shaw & Co., Inc. added1,983,146$181M1.0%2026-Q2
FMR LLC trimmed1,908,674$174M1.0%2026-Q2
Altshuler Shaham Ltd added1,803,424$164M0.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,754,390$160M0.9%2026-Q2
Kopernik Global Investors, LLC added1,723,513$157M0.9%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed1,654,743$151M0.9%2026-Q2
Man Group plc added1,625,479$148M0.9%2026-Q2
AMERIPRISE FINANCIAL INC added1,408,840$126M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added1,341,732$122M0.7%2026-Q2
DEUTSCHE BANK AG\ added1,218,901$111M0.6%2026-Q2
Assenagon Asset Management S.A. added1,183,098$108M0.6%2026-Q2
HSBC HOLDINGS PLC added1,107,812$101M0.6%2026-Q2
Qube Research & Technologies Ltd trimmed1,080,577$99M0.6%2026-Q2
Gotham Asset Management, LLC added1,070,113$98M0.6%2026-Q2
MARSHALL WACE, LLP added1,053,232$96M0.6%2026-Q2
ROYAL BANK OF CANADA added1,043,193$95M0.5%2026-Q2
Legal & General Group Plc trimmed1,042,312$95M0.5%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed998,020$91M0.5%2026-Q2
JPMORGAN CHASE & CO added973,027$85M0.5%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed964,473$88M0.5%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. added933,200$85M0.5%2026-Q2
Vinva Investment Management Ltd added872,964$76M0.4%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added840,728$77M0.4%2026-Q2
FIRST TRUST ADVISORS LP added829,864$76M0.4%2026-Q2
Stephens Investment Management Group LLC added814,640$74M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added804,992$73M0.4%2026-Q2
Sagefield Capital LP added801,345$73M0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed756,643$69M0.4%2026-Q2
VAN ECK ASSOCIATES CORP added716,674$65M0.4%2026-Q2
Rokos Capital Management LLP trimmed688,699$63M0.4%2026-Q2
Swiss National Bank trimmed677,956$62M0.4%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added675,722$62M0.4%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added651,788$59M0.3%2026-Q2
CITADEL ADVISORS LLC trimmed622,041$57M0.3%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC trimmed608,994$56M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. added581,134$53M0.3%2026-Q2
Nuveen, LLC trimmed575,475$52M0.3%2026-Q2
Clearbridge Investments, LLC added565,825$52M0.3%2026-Q2
Vanguard Global Advisers, LLC added549,533$50M0.3%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed541,764$49M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added540,202$49M0.3%2026-Q2
Bank Julius Baer & Co. Ltd, Zurich added528,025$48M0.3%2026-Q2
Squarepoint Ops LLC added500,209$46M0.3%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added497,524$45M0.3%2026-Q2
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added487,647$44M0.3%2026-Q2
SCHWARTZ INVESTMENT COUNSEL INC added480,720$44M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed475,903$43M0.3%2026-Q2
IMC-Chicago, LLC added459,197$42M0.2%2026-Q2
Russell Investments Group, Ltd. added456,303$42M0.2%2026-Q2
California Public Employees Retirement System added448,622$41M0.2%2026-Q2
Bridgewater Associates, LP added447,886$41M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed444,863$41M0.2%2026-Q2
Palo Duro Investment Partners, LP added439,476$40M0.2%2026-Q2
TOCQUEVILLE ASSET MANAGEMENT L.P. added436,694$40M0.2%2026-Q2
RHUMBLINE ADVISERS added434,316$40M0.2%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed434,113$40M0.2%2026-Q2
Jupiter Topco LLC new428,603$39M0.2%2026-Q2
Ruffer LLP new420,557$38M0.2%2026-Q2
Susquehanna Portfolio Strategies, LLC added405,546$37M0.2%2026-Q2
Retirement Systems of Alabama trimmed390,557$36M0.2%2026-Q2
BARCLAYS PLC trimmed381,673$35M0.2%2026-Q2
CITIGROUP INC added379,724$35M0.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed375,816$34M0.2%2026-Q2
DEPRINCE RACE & ZOLLO INC trimmed368,045$34M0.2%2026-Q2
Empowered Funds, LLC added340,931$31M0.2%2026-Q2
CAPITAL FUND MANAGEMENT S.A. added336,793$31M0.2%2026-Q2
Allianz Asset Management GmbH added335,960$32M0.2%2026-Q2
PRIMECAP MANAGEMENT CO/CA/ trimmed325,447$30M0.2%2026-Q2
Erste Asset Management GmbH320,761$28M0.2%2026-Q2
LSP Investment Advisors, LLC319,717$29M0.2%2026-Q2
GREAT LAKES ADVISORS, LLC trimmed296,951$27M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added279,633$25M0.1%2026-Q2
PINEBRIDGE INVESTMENTS LLC trimmed279,551$25M0.1%2026-Q2
Hancock Prospecting Pty Ltd added276,804$25M0.1%2026-Q2
Canoe Financial LP trimmed254,892$25M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed231,672$25M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership