EXPAND ENERGY CORPORATION (EXE)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
809
Reporting holders
$20.6B
Reported value
91.6%
Of shares outstanding
6.2%
Held as options
-54
Holder change
Institutions report 211,973,310 shares against 231,503,789 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.8B | 19,497,795 | 0.03% | 8q | +4.6%+$78.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 15,619,960 | 0.03% | 2q | HELD |
| STATE STREET CORP | $1.4B | 15,619,193 | 0.04% | 21q | +7.8%+$102.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 11,834,044 | 0.05% | 2q | +4.2%+$43.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $611.7M | 6,732,861 | 0.03% | 22q | +1.7%+$10.0M |
| Capital Research Global Investors | $605.8M | 6,643,659 | 0.08% | 8q | -2.3%-$14.1M |
| Invesco Ltd. | $552.7M | 6,060,800 | 0.04% | 21q | +23.2%+$104.1M |
| VICTORY CAPITAL MANAGEMENT INC | $492.1M | 5,396,426 | 0.28% | 22q | +13.4%+$58.0M |
| AQR CAPITAL MANAGEMENT LLC | $491.1M | 5,384,978 | 0.17% | 21q | +39.7%+$139.6M |
| OAKTREE CAPITAL MANAGEMENT LP | $477.6M | 5,237,477 | 6.63% | 22q | HELD |
| Capital World Investors | $300.2M | 3,291,597 | 0.04% | 2q | -47.0%-$266.3M |
| ROYAL BANK OF CANADA | $298.7M | 1,043,193 | 0.04% | 21q | +152.0%+$180.2M |
| MORGAN STANLEY | $297.0M | 3,256,729 | 0.02% | 22q | -1.8%-$5.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $273.8M | 804,992 | 0.02% | 22q | +1828.6%+$259.6M |
| Bank of New York Mellon Corp | $267.1M | 2,929,145 | 0.04% | 22q | -34.9%-$143.1M |
| DIMENSIONAL FUND ADVISORS LP | $253.1M | 2,776,965 | 0.05% | 21q | +12.6%+$28.3M |
| GOLDMAN SACHS GROUP INC | $248.1M | 2,705,214 | 0.02% | 20q | +17.3%+$36.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $244.2M | 2,677,536 | 0.04% | 21q | -3.4%-$8.5M |
| D. E. Shaw & Co., Inc. | $241.1M | 1,983,146 | 0.11% | 10q | +184.2%+$156.3M |
| CITADEL ADVISORS LLC | $234.8M | 622,041 | 0.03% | 22q | -58.7%-$333.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $229.9M | 2,520,895 | 0.07% | 17q | -32.3%-$109.9M |
| UBS Group AG | $217.5M | 2,384,737 | 0.03% | 22q | +74.2%+$92.7M |
| Assenagon Asset Management S.A. | $215.8M | 2,366,196 | 0.13% | 5q | +1864.3%+$204.8M |
| DISCIPLINED GROWTH INVESTORS INC /MN | $214.0M | 2,346,927 | 3.62% | 7q | -1.1%-$2.4M |
| Phoenix Financial Ltd. | $189.7M | 2,080,338 | 1.30% | 4q | +16.2%+$26.4M |
| CIBC Bancorp USA Inc. | $188.0M | 2,057,938 | 0.23% | 3q | -26.3%-$67.2M |
| NORTHERN TRUST CORP | $184.7M | 2,025,120 | 0.02% | 21q | +3.4%+$6.0M |
| Glendon Capital Management LP | $184.1M | 2,019,894 | 23.83% | 22q | HELD |
| FMR LLC | $174.1M | 1,908,674 | 0.01% | 22q | -6.4%-$11.9M |
| JANE STREET GROUP, LLC | $169.0M | 105,397 | 0.01% | 21q | -76.5%-$550.7M |
| Altshuler Shaham Ltd | $164.5M | 1,803,424 | 2.05% | 5q | +21.9%+$29.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $160.0M | 1,754,390 | 0.02% | 21q | +2.0%+$3.2M |
| Sixth Street Partners Management Company, L.P. | $160.0M | 1,754,390 | 0.02% | new | NEW |
| Kopernik Global Investors, LLC | $157.2M | 1,723,513 | 9.63% | 7q | +111.8%+$83.0M |
| BANK OF AMERICA CORP /DE/ | $150.9M | 1,654,743 | 0.01% | 22q | -13.9%-$24.3M |
| IMC-Chicago, LLC | $150.0M | 459,197 | 0.04% | 7q | +2325.5%+$143.9M |
| Man Group plc | $148.2M | 1,625,479 | 0.24% | 17q | +39.8%+$42.2M |
| AMERIPRISE FINANCIAL INC | $126.4M | 1,408,840 | 0.03% | 22q | -48.0%-$116.7M |
| VANGUARD FIDUCIARY TRUST CO | $122.4M | 1,341,732 | 0.03% | 2q | HELD |
| DEUTSCHE BANK AG\ | $111.2M | 1,218,901 | 0.03% | 22q | +19.7%+$18.3M |
| GROUP ONE TRADING LLC | $106.1M | 116,167 | 0.15% | 7q | HELD |
| HSBC HOLDINGS PLC | $101.1M | 1,107,812 | 0.04% | 21q | +17.7%+$15.2M |
| Qube Research & Technologies Ltd | $98.5M | 1,080,577 | 0.09% | 6q | -59.3%-$143.7M |
| Gotham Asset Management, LLC | $97.6M | 1,070,113 | 0.23% | 17q | +160.7%+$60.2M |
| MARSHALL WACE, LLP | $96.0M | 1,053,232 | 0.08% | 8q | +125.1%+$53.4M |
| Legal & General Group Plc | $95.0M | 1,042,312 | 0.02% | 21q | -1.1%-$1.1M |
| MILLENNIUM MANAGEMENT LLC | $92.3M | 756,643 | 0.03% | 13q | -54.3%-$109.7M |
| Amundi | $91.8M | 1,006,632 | 0.02% | 16q | +5.7%+$4.9M |
| PRUDENTIAL FINANCIAL INC | $91.0M | 998,020 | 0.10% | 22q | HELD |
| AMERICAN CENTURY COMPANIES INC | $88.0M | 964,473 | 0.04% | 19q | -18.9%-$20.5M |
| JPMORGAN CHASE & CO | $85.2M | 973,027 | 0.00% | 22q | +70.1%+$35.1M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $85.1M | 933,200 | 0.12% | 6q | +31.7%+$20.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $76.7M | 840,728 | 0.12% | 3q | +17.3%+$11.3M |
| Vinva Investment Management Ltd | $76.4M | 872,964 | 0.51% | 2q | +2263.8%+$73.2M |
| FIRST TRUST ADVISORS LP | $75.7M | 829,864 | 0.04% | 20q | +6.9%+$4.9M |
| Stephens Investment Management Group LLC | $74.3M | 814,640 | 0.80% | 7q | +7.3%+$5.1M |
| Sagefield Capital LP | $73.1M | 801,345 | 5.42% | 19q | +7.1%+$4.9M |
| VAN ECK ASSOCIATES CORP | $65.4M | 716,674 | 0.04% | 18q | +201.1%+$43.6M |
| Rokos Capital Management LLP | $62.8M | 688,699 | 0.23% | 3q | -20.2%-$15.9M |
| Swiss National Bank | $61.8M | 677,956 | 0.03% | 21q | -3.0%-$1.9M |
| Balyasny Asset Management L.P. | $61.6M | 675,722 | 0.08% | 8q | +3.0%+$1.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $59.4M | 651,788 | 0.03% | 17q | +6.8%+$3.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $55.5M | 608,994 | 0.05% | 21q | -68.4%-$120.4M |
| Sumitomo Mitsui Trust Group, Inc. | $53.0M | 581,134 | 0.03% | 15q | +14.6%+$6.8M |
| Nuveen, LLC | $52.5M | 575,475 | 0.01% | 6q | -6.9%-$3.9M |
| Clearbridge Investments, LLC | $51.6M | 565,825 | 0.04% | 19q | +12.5%+$5.7M |
| Vanguard Global Advisers, LLC | $50.1M | 549,533 | 0.02% | 2q | +5.0%+$2.4M |
| NEUBERGER BERMAN GROUP LLC | $49.4M | 541,764 | 0.03% | 18q | -25.7%-$17.1M |
| BNP PARIBAS FINANCIAL MARKETS | $49.3M | 540,202 | 0.02% | 7q | +7.1%+$3.3M |
| Squarepoint Ops LLC | $49.1M | 500,209 | 0.05% | 18q | +12.8%+$5.6M |
| NOMURA HOLDINGS INC | $49.0M | 80,871 | 0.06% | 10q | -52.1%-$53.3M |
| Bank Julius Baer & Co. Ltd, Zurich | $47.9M | 528,025 | 0.12% | 3q | +2.0%+$961.1K |
| Walleye Trading LLC | $47.8M | 11,821 | 0.05% | 17q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $45.4M | 497,524 | 0.03% | 2q | +12.8%+$5.1M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $44.5M | 487,647 | 0.34% | 17q | +84.4%+$20.4M |
| SCHWARTZ INVESTMENT COUNSEL INC | $43.8M | 480,720 | 1.45% | 18q | +17.0%+$6.4M |
| PRINCIPAL FINANCIAL GROUP INC | $43.4M | 475,903 | 0.02% | 21q | -51.5%-$46.1M |
| Russell Investments Group, Ltd. | $41.6M | 456,303 | 0.04% | 20q | +38.4%+$11.5M |
| California Public Employees Retirement System | $40.9M | 448,622 | 0.02% | 20q | +5.9%+$2.3M |
| Bridgewater Associates, LP | $40.8M | 447,886 | 0.17% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $40.6M | 444,863 | 0.01% | 7q | -9.3%-$4.1M |
| Palo Duro Investment Partners, LP | $40.1M | 439,476 | 7.73% | 2q | +124.3%+$22.2M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $39.8M | 436,694 | 0.53% | 7q | +16.6%+$5.7M |
| RHUMBLINE ADVISERS | $39.6M | 434,316 | 0.03% | 7q | +3.3%+$1.3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $39.6M | 434,113 | 0.15% | 4q | -55.9%-$50.2M |
| Jupiter Topco LLC | $39.1M | 428,603 | 0.02% | new | FIRST |
| Ruffer LLP | $38.3M | 420,557 | 1.35% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $37.0M | 405,546 | 0.59% | 3q | +515.7%+$31.0M |
| CAPITAL FUND MANAGEMENT S.A. | $35.9M | 336,793 | 0.16% | 5q | +77.6%+$15.7M |
| Retirement Systems of Alabama | $35.6M | 390,557 | 0.11% | 12q | -7.9%-$3.1M |
| BARCLAYS PLC | $34.8M | 381,673 | 0.01% | 18q | -28.1%-$13.6M |
| CITIGROUP INC | $34.6M | 379,724 | 0.01% | 22q | +23.1%+$6.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $34.3M | 375,816 | 0.01% | 22q | -14.6%-$5.9M |
| DEPRINCE RACE & ZOLLO INC | $33.6M | 368,045 | 0.56% | 12q | -1.3%-$436.6K |
| Allianz Asset Management GmbH | $31.7M | 335,960 | 0.03% | 22q | +215.6%+$21.7M |
| Empowered Funds, LLC | $31.1M | 340,931 | 0.16% | 2q | +91.6%+$14.9M |
| TORONTO DOMINION BANK | $29.9M | 171,310 | 0.03% | 15q | +149.0%+$17.9M |
| PRIMECAP MANAGEMENT CO/CA/ | $29.7M | 325,447 | 0.02% | 7q | -1.7%-$501.5K |
| LSP Investment Advisors, LLC | $29.2M | 319,717 | 26.78% | 9q | HELD |
| TUDOR INVESTMENT CORP ET AL | $28.5M | options only | 0.04% | 7q | OPTIONS |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 6.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 809 | $20.6B | 211,973,310 | 100 | 328 | 251 | 6.2% |
| Q1 2026 | 863 | $24.4B | 211,287,713 | 141 | 348 | 213 | 5.2% |
| Q4 2025 | 829 | $23.8B | 205,581,825 | 141 | 304 | 208 | 4.8% |
| Q3 2025 | 720 | $23.3B | 205,415,293 | 96 | 281 | 211 | 6.4% |
| Q2 2025 | 761 | $24.1B | 192,669,447 | 136 | 280 | 200 | 6.4% |
| Q1 2025 | 688 | $24.0B | 199,305,780 | 148 | 235 | 184 | 7.5% |
| Q4 2024 | 596 | $20.7B | 195,066,827 | 195 | 243 | 81 | 6.3% |
| Q3 2024 | 424 | $11.0B | 126,831,826 | 61 | 158 | 129 | 4.9% |
| Q2 2024 | 434 | $10.2B | 116,938,453 | 53 | 144 | 138 | 6.0% |
| Q1 2024 | 449 | $10.6B | 113,716,798 | 87 | 117 | 155 | 4.5% |
| Q4 2023 | 417 | $9.1B | 114,624,531 | 37 | 98 | 172 | 3.4% |
| Q3 2023 | 419 | $11.0B | 120,213,842 | 73 | 148 | 119 | 6.1% |
| Q2 2023 | 393 | $10.0B | 115,307,186 | 55 | 129 | 126 | 3.8% |
| Q1 2023 | 388 | $9.4B | 120,071,651 | 63 | 159 | 96 | 3.4% |
| Q4 2022 | 404 | $11.3B | 116,565,782 | 87 | 144 | 101 | 2.4% |
| Q3 2022 | 440 | $12.8B | 130,076,994 | 100 | 147 | 136 | 4.6% |
| Q2 2022 | 386 | $11.3B | 133,710,239 | 99 | 135 | 105 | 3.7% |
| Q1 2022 | 346 | $12.3B | 139,212,881 | 112 | 107 | 88 | 1.7% |
| Q4 2021 | 263 | $8.6B | 131,604,441 | 84 | 107 | 45 | 1.6% |
| Q3 2021 | 201 | $7.2B | 110,191,901 | 65 | 53 | 56 | 5.8% |
| Q2 2021 | 168 | $5.7B | 109,176,274 | 87 | 32 | 33 | 0.4% |
| Q1 2021 | 111 | $4.4B | 94,108,096 | 111 | 1 | 0 | 6.3% |
| Q4 2020 | 1 | $14.0K | 338 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $2.5M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2020 | 3 | $691.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2019 | 7 | $10.9M | 10,906 | 2 | 0 | 1 | 99.9% |
| Q3 2019 | 5 | $8.6M | 11,581 | 0 | 0 | 1 | 99.8% |
| Q2 2019 | 6 | $10.3M | 17,827 | 0 | 0 | 0 | 99.7% |
| Q1 2019 | 7 | $17.6M | 17,827 | 0 | 0 | 0 | 99.7% |
| Q4 2018 | 9 | $12.4M | 0 | 0 | 0 | 0 | 100.0% |