EXPEDIA GROUP INC (EXPE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
46
Reporting holders
$80.4M
Reported value
0.8%
Calls
3.5%
Puts
-1,092
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $37.0M | 140,303 | 0.24% | 3q | HELD |
| SAPIENT CAPITAL LLC | $16.7M | 63,587 | 0.23% | 6q | -50.2%-$16.9M |
| TILIA FIDUCIARY PARTNERS, INC. | $4.9M | 18,744 | 1.14% | 3q | +108.8%+$2.6M |
| CenterStar Asset Management, LLC | $4.3M | 3,206 | 1.02% | 2q | HELD |
| Gradient Investments LLC | $2.2M | 8,458 | 0.03% | 3q | -8.2%-$200.1K |
| CENTRAL BANK & TRUST CO | $1.7M | 6,631 | 0.25% | 14q | -2.6%-$46.4K |
| Farther Finance Advisors, LLC | $1.3M | 5,039 | 0.01% | 16q | +39.5%+$376.1K |
| Acropolis Investment Management, LLC | $1.2M | 4,553 | 0.05% | 9q | -50.1%-$1.2M |
| GAMMA Investing LLC | $1.2M | 4,413 | 0.04% | 12q | +11.8%+$122.7K |
| Versant Capital Management, Inc | $807.5K | 3,066 | 0.07% | 32q | +4.3%+$33.4K |
| RIVERSEDGE ADVISORS, LLC | $796.7K | 3,025 | 0.10% | 5q | +29.6%+$182.0K |
| TOTH FINANCIAL ADVISORY CORP | $753.2K | 2,860 | 0.08% | 2q | +201.1%+$503.0K |
| MOODY NATIONAL BANK TRUST DIVISION | $729.0K | 2,768 | 0.06% | 32q | -17.2%-$152.0K |
| M.E. ALLISON & CO., INC. | $575.7K | 2,186 | 0.32% | 2q | HELD |
| Sprinkle Financial Consultants LLC | $530.6K | 2,015 | 0.21% | 3q | HELD |
| Wedmont Private Capital | $517.0K | 1,914 | 0.01% | 5q | +24.8%+$102.7K |
| Everhart Financial Group, Inc. | $440.1K | 1,671 | 0.03% | 4q | +16.5%+$62.4K |
| Legacy Wealth Asset Management, LLC | $404.3K | 1,535 | 0.09% | 3q | +3.1%+$12.1K |
| Emprise Bank | $397.1K | 1,508 | 0.15% | 9q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $389.3K | 1,478 | 0.10% | new | NEW |
| CoreCap Advisors, LLC | $388.6K | 1,475 | 0.01% | 11q | +135.6%+$223.7K |
| Sound Income Strategies, LLC | $373.4K | 1,382 | 0.02% | 6q | +49.4%+$123.5K |
| Plan A Wealth LLC | $356.3K | 1,353 | 0.13% | 2q | +2.6%+$9.0K |
| Trinity Financial Advisors LLC | $329.2K | 1,250 | 0.08% | 6q | HELD |
| Apella Capital, LLC | $309.6K | 1,196 | 0.00% | new | NEW |
| Valeo Financial Advisors, LLC | $274.7K | 1,043 | 0.01% | 2q | +28.0%+$60.1K |
| LifeGoal Investments, LLC | $237.3K | 901 | 0.07% | new | NEW |
| BOS Asset Management, LLC | $210.2K | 798 | 0.05% | 2q | HELD |
| Avidian Wealth Enterprises, LLC | $205.0K | 778 | 0.01% | new | NEW |
| Cadent Capital Advisors, LLC | $200.3K | 760 | 0.04% | new | NEW |
| STEPH & CO | $180.7K | 686 | 0.05% | 25q | -19.8%-$44.5K |
| MassMutual Private Wealth & Trust, FSB | $132.7K | 504 | 0.00% | 20q | -6.1%-$8.7K |
| ELEVATION WEALTH PARTNERS, LLC | $74.2K | 282 | 0.02% | 15q | +57.5%+$27.1K |
| AMERICAN NATIONAL BANK & TRUST | $49.8K | 189 | 0.00% | 4q | HELD |
| Sarver Vrooman Wealth Advisors | $47.9K | 182 | 0.03% | 7q | HELD |
| Grove Bank & Trust | $38.5K | 146 | 0.00% | 9q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $18.7K | 71 | 0.00% | 16q | HELD |
| Byrne Asset Management LLC | $18.6K | 71 | 0.01% | 8q | +42.0%+$5.5K |
| Trust Co | $14.2K | 54 | 0.00% | 16q | HELD |
| GK Wealth Management LLC | $12.9K | 49 | 0.01% | new | NEW |
| Mn Services Vermogensbeheer B.V. | $5.0K | 19,000 | 0.04% | 6q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $2.9K | 11 | 0.00% | 2q | HELD |
| GoalVest Advisory LLC | $2.1K | 8 | 0.00% | new | NEW |
| Retirement Wealth Solutions LLC | $1.8K | 7 | 0.00% | 3q | +75.0% |
| Marquette Asset Management, LLC | $1.1K | 4 | 0.00% | 5q | HELD |
| Davis Capital Management | $1.1K | 4 | 0.00% | 5q | +100.0% |
| Planning Strategies Inc. | $527 | 2 | 0.00% | 2q | HELD |
| CX Institutional | $362 | 1,376 | 0.01% | 7q | -95.4%-$7.6K |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | Dzielak Robert J | Chief Legal Officer & Sec'y | Sold | 4,702 | $1.1M |
| 2026-08-13 | Jacobson Craig A | Director | Sold | 3,133 | $1.0M |
| 2026-08-11 | Dzielak Robert J | Chief Legal Officer & Sec'y | Sold | 3,003 | $945.9K |
| 2026-08-18 | Soliday Lance A | SVP & Chief Accounting Officer | Sold | 2,810 | $909.5K |
| 2026-08-17 | Dzielak Robert J | Chief Legal Officer & Sec'y | Sold | 2,000 | $661.0K |
| 2026-08-24 | Dzielak Robert J | Chief Legal Officer & Sec'y | Sold | 1,004 | $336.3K |
| 2026-05-26 | Soliday Lance A | SVP & Chief Accounting Officer | Sold | 940 | $208.5K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 46 | $80.4M | 292,166 | 7 | 17 | 7 | 4.3% |
| Q2 2026 | 1,138 | $34.4B | 128,980,324 | 135 | 446 | 354 | 4.3% |
| Q1 2026 | 1,112 | $27.6B | 114,310,078 | 127 | 384 | 393 | 4.2% |
| Q4 2025 | 1,171 | $34.9B | 117,476,784 | 185 | 381 | 350 | 5.1% |
| Q3 2025 | 1,023 | $26.4B | 118,288,502 | 162 | 343 | 308 | 4.1% |
| Q2 2025 | 948 | $20.6B | 117,996,515 | 132 | 341 | 305 | 3.6% |
| Q1 2025 | 928 | $21.2B | 118,957,632 | 134 | 339 | 287 | 5.9% |
| Q4 2024 | 912 | $23.3B | 116,653,021 | 138 | 250 | 311 | 6.8% |
| Q3 2024 | 806 | $19.3B | 123,404,256 | 103 | 254 | 301 | 5.0% |
| Q2 2024 | 788 | $16.7B | 124,329,191 | 81 | 261 | 300 | 6.4% |
| Q1 2024 | 835 | $19.5B | 131,970,017 | 115 | 303 | 273 | 6.7% |
| Q4 2023 | 811 | $21.6B | 129,318,020 | 127 | 209 | 308 | 9.0% |
| Q3 2023 | 729 | $14.7B | 131,145,515 | 78 | 230 | 259 | 8.4% |
| Q2 2023 | 742 | $15.4B | 132,755,606 | 121 | 239 | 249 | 6.0% |
| Q1 2023 | 701 | $14.3B | 137,814,902 | 93 | 260 | 214 | 6.7% |
| Q4 2022 | 692 | $13.1B | 138,187,143 | 82 | 227 | 236 | 7.7% |
| Q3 2022 | 679 | $14.7B | 141,655,651 | 73 | 251 | 241 | 9.4% |
| Q2 2022 | 746 | $15.6B | 145,811,039 | 98 | 304 | 245 | 11.1% |
| Q1 2022 | 873 | $31.2B | 146,294,583 | 151 | 322 | 238 | 8.4% |
| Q4 2021 | 818 | $31.6B | 144,314,578 | 130 | 264 | 239 | 17.4% |
| Q3 2021 | 734 | $28.3B | 140,312,237 | 75 | 240 | 268 | 18.7% |
| Q2 2021 | 780 | $27.4B | 141,025,966 | 100 | 295 | 226 | 15.8% |
| Q1 2021 | 782 | $27.7B | 139,756,953 | 187 | 235 | 230 | 13.3% |
| Q4 2020 | 665 | $22.9B | 139,257,787 | 128 | 181 | 226 | 19.2% |
| Q3 2020 | 567 | $15.3B | 137,196,213 | 80 | 152 | 219 | 17.7% |
| Q2 2020 | 558 | $13.1B | 132,830,960 | 102 | 146 | 236 | 16.5% |
| Q1 2020 | 552 | $9.0B | 134,141,250 | 52 | 171 | 245 | 16.4% |
| Q4 2019 | 666 | $16.4B | 137,300,297 | 104 | 203 | 237 | 9.5% |
| Q3 2019 | 641 | $19.3B | 136,989,775 | 83 | 309 | 148 | 4.8% |
| Q2 2019 | 603 | $17.2B | 121,182,745 | 63 | 207 | 215 | 6.3% |
| Q1 2019 | 641 | $15.8B | 121,958,384 | 86 | 262 | 182 | 7.9% |
| Q4 2018 | 621 | $14.9B | 118,922,473 | 12 | 12 | 11 | 10.1% |