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Expand Energy (EXE) Institutional Ownership

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$101.75 -4.23 (-3.99%)
Closing price 10/10/2025 04:00 PM Eastern
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$101.28 -0.47 (-0.46%)
As of 10/10/2025 07:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Expand Energy (NASDAQ:EXE)

Current
Institutional Ownership
Percentage
97.93%
Number of
Institutional Buyers
(last 12 months)
517
Total
Institutional Inflows
(last 12 months)
$13.05B
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$712.06M
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Skip Chart & View Institutional Buying and Selling Data

EXE Institutional Buying and Selling by Quarter

Expand Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Viking Fund Management LLC30,000$3.19M0.4%+200.0%0.013%
10/10/2025Perpetual Ltd9,784$1.04M0.0%N/A0.004%
10/9/2025 Independence Bank of Kentucky8,200$871K0.1%N/A0.003%
10/9/2025 Toth Financial Advisory Corp1,150$122K0.0%-87.8%0.000%
10/9/2025 Voya Investment Management LLC1,718,378$182.38M0.2%-4.1%0.722%
10/9/2025 MFG Wealth Management Inc.16,922$1.80M1.4%-6.4%0.007%
10/9/2025 Ausbil Investment Management Ltd500$55K0.0%-88.9%0.000%
10/8/2025 Wedmont Private Capital5,645$615K0.0%-27.5%0.002%
10/8/2025 Czech National Bank60,484$6.43M0.0%+14.3%0.025%
10/8/2025 Chesley Taft & Associates LLC2,659$282K0.0%N/A0.001%
10/7/2025 Chickasaw Capital Management LLC3,034$322K0.0%+19.7%0.001%
10/7/2025 Woodstock Corp46,936$4.99M0.4%-2.1%0.020%
10/7/2025 Doliver Advisors LP10,051$1.07M0.3%+158.0%0.004%
10/7/2025 Assenagon Asset Management S.A.872,835$92.73M0.1%+62.2%0.367%
10/7/2025 Salem Investment Counselors Inc.7,992$849K0.0%-3.5%0.003%
10/7/2025 Oak Thistle LLC22,045$2.34M0.4%-12.3%0.009%
10/6/2025 Gradient Investments LLC17,340$1.84M0.0%-3.6%0.007%
10/2/2025 GAMMA Investing LLC2,770$294K0.0%-24.3%0.001%
10/1/2025 Praxis Investment Management Inc.6,486$689K0.0%-30.9%0.003%
9/26/2025Corient Private Wealth LLC20,759$2.43M0.0%+84.9%0.009%
9/24/2025Texas Permanent School Fund Corp29,342$3.43M0.0%-34.5%0.012%
9/4/2025SevenBridge Financial Group LLC7,035$823K0.1%-2.4%0.003%
9/4/2025Osaic Holdings Inc.22,472$2.63M0.0%+81.7%0.009%
8/27/2025Orion Porfolio Solutions LLC26,307$3.08M0.0%+20.0%0.011%
8/26/2025Thrivent Financial for Lutherans1,545,937$180.78M0.4%-26.5%0.649%
8/26/2025MASTERINVEST Kapitalanlage GmbH16,900$1.98M0.2%N/A0.007%
8/22/2025Cim Investment Management Inc.4,549$492K0.1%+100.8%0.002%
8/19/2025Marex Group plc59,774$6.99M0.1%N/A0.025%
8/19/2025Advisory Services Network LLC5,898$690K0.0%-9.0%0.002%
8/19/2025State of Wyoming2,630$308K0.0%N/A0.001%
8/19/2025Pitcairn Co.8,226$962K0.1%-29.2%0.003%
8/18/2025Hudson Bay Capital Management LP4,320$505K0.0%N/A0.002%
8/18/2025Geneos Wealth Management Inc.861$101K0.0%+21.3%0.000%
8/18/2025CYBER HORNET ETFs LLC597$70K0.1%N/A0.000%
8/18/2025Castleark Management LLC89,240$10.44M0.3%+416.1%0.037%
8/16/2025Public Sector Pension Investment Board44,590$5.21M0.0%-20.7%0.019%
8/16/2025Evergreen Capital Management LLC5,611$656K0.0%+7.8%0.002%
8/16/2025Headlands Technologies LLC24,499$2.87M0.3%N/A0.010%
8/15/2025MUFG Securities EMEA plc92,640$10.83M0.3%N/A0.039%
8/15/2025Corient Private Wealth LLC20,999$2.46M0.0%+87.0%0.009%
8/15/2025Florida Financial Advisors LLC1,964$230K0.1%-6.7%0.001%
8/15/2025State of Tennessee Department of Treasury51,157$5.98M0.0%+177.8%0.021%
8/15/2025Captrust Financial Advisors23,960$2.80M0.0%+19.0%0.010%
8/15/2025Prevail Innovative Wealth Advisors LLC51,877$6.07M1.4%N/A0.022%
8/15/2025Vident Advisory LLC13,931$1.63M0.0%-42.9%0.006%
8/15/2025Two Sigma Securities LLC36,974$4.32M0.5%+326.6%0.016%
8/15/2025Teza Capital Management LLC2,258$264K0.2%-12.8%0.001%
8/15/2025Tidal Investments LLC18,440$2.16M0.0%+159.8%0.008%
8/15/2025Smartleaf Asset Management LLC234$28K0.0%-44.4%0.000%
8/15/2025Socorro Asset Management LP66,099$7.73M2.6%+73.9%0.028%
8/15/2025Royal London Asset Management Ltd.67,427$7.89M0.0%+111.4%0.028%
8/15/2025Rafferty Asset Management LLC92,918$10.87M0.0%-0.4%0.039%
8/15/2025Oxford Asset Management LLP4,159$486K0.2%N/A0.002%
8/15/2025Orion Porfolio Solutions LLC26,307$3.08M0.0%+20.0%0.011%
8/15/2025Man Group plc75,061$8.78M0.0%-48.7%0.032%
8/15/2025Meiji Yasuda Asset Management Co Ltd.14,806$1.73M0.1%+129.2%0.006%
8/15/2025Merewether Investment Management LP641,875$75.06M2.2%-3.4%0.270%
8/15/2025Modern Wealth Management LLC1,911$223K0.0%N/A0.001%
8/15/2025HRT Financial LP317,738$37.16M0.2%+474.4%0.133%
8/15/2025Hara Capital LLC3,045$356K0.2%-90.3%0.001%
8/15/2025Hudson Bay Capital Management LP4,320$505K0.0%N/A0.002%
8/15/2025Encompass Capital Advisors LLC799,646$93.51M3.4%-7.8%0.336%
8/15/2025Energy Income Partners LLC42,464$4.97M0.1%-21.9%0.018%
8/15/2025Engineers Gate Manager LP19,426$2.27M0.0%+90.3%0.008%
8/15/2025Eschler Asset Management LLP8,253$965K0.7%N/A0.003%
8/15/2025Barometer Capital Management Inc.98,779$11.55M3.4%+42.9%0.041%
8/15/2025BI Asset Management Fondsmaeglerselskab A S38,713$4.53M0.0%+313.7%0.016%
8/15/2025Boothbay Fund Management LLC4,639$542K0.0%N/A0.002%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp32,946$3.85M0.0%-17.2%0.014%
8/15/2025Brevan Howard Capital Management LP122,140$14.28M0.1%N/A0.051%
8/15/2025Balyasny Asset Management L.P.716,584$83.80M0.1%-18.2%0.301%
8/15/202559 North Capital Management LP880,359$102.95M3.7%N/A0.370%
8/15/2025Adage Capital Partners GP L.L.C.198,300$23.19M0.0%+373.3%0.083%
8/15/2025AQR Capital Management LLC70,233$8.21M0.0%+11.4%0.029%
8/15/2025Ameriprise Financial Inc.1,285,861$150.24M0.0%+7.3%0.540%
8/15/2025Alden Global Capital LLC56,414$6.60M4.1%-19.9%0.024%
8/14/2025Lighthouse Investment Partners LLC35,000$4.09M0.2%+16.7%0.015%
8/14/2025Florida Financial Advisors LLC2,241$256K0.2%+6.5%0.001%
8/14/2025Clough Capital Partners L P131,379$15.36M1.5%-49.4%0.055%
8/14/2025BW Gestao de Investimentos Ltda.45,600$5.33M0.2%N/A0.019%
8/14/2025Disciplined Growth Investors Inc. MN2,622,749$306.70M5.9%-2.1%1.101%
8/14/2025California State Teachers Retirement System250,572$29.30M0.0%+0.9%0.105%
8/14/2025Raymond James Financial Inc.364,217$42.59M0.0%-19.1%0.153%
8/14/2025Glenorchy Capital Ltd24,023$2.81M0.4%-50.9%0.010%
8/14/2025Worldquant Millennium Advisors LLC980,495$114.66M0.6%-6.1%0.412%
8/14/2025Banco BTG Pactual S.A.6,300$737K0.1%+100.0%0.003%
8/14/2025Bayesian Capital Management LP2,100$246K0.0%-79.8%0.001%
8/14/2025Occudo Quantitative Strategies LP3,077$360K0.0%-90.9%0.001%
8/14/2025Quantinno Capital Management LP30,862$3.61M0.0%+145.3%0.013%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.26,327$3.08M0.0%+12.8%0.011%
8/14/2025Diversify Advisory Services LLC8,122$950K0.0%N/A0.003%
8/14/2025Alliancebernstein L.P.278,629$32.58M0.0%+0.3%0.117%
8/14/2025Treasurer of the State of North Carolina102,649$12.00M0.0%-2.8%0.043%
8/14/2025The Manufacturers Life Insurance Company 201,957$23.62M0.0%+12.3%0.085%
8/14/2025Slate Path Capital LP1,117,814$130.72M2.2%-3.8%0.469%
8/14/2025Sei Investments Co.97,456$11.40M0.0%+19.8%0.041%
8/14/2025Marathon Capital Management11,664$1.36M0.3%-6.5%0.005%
8/14/2025Kopernik Global Investors LLC522,716$61.13M6.7%-39.5%0.219%
8/14/2025Concorde Financial Corp71,264$8.33M4.9%-1.6%0.030%
8/14/2025Aperture Investors LLC52,894$6.19M0.8%+205.6%0.022%
(Data available from 1/1/2016 forward)

EXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EXE shares?

During the previous two years, 563 institutional investors and hedge funds held shares of Expand Energy. The most heavily invested institutionals were Vanguard Group Inc. ($3.19B), State Street Corp ($1.42B), Price T Rowe Associates Inc. MD ($1.31B), T. Rowe Price Investment Management Inc. ($701.83M), Geode Capital Management LLC ($677.03M), Massachusetts Financial Services Co. MA ($631.09M), and Wellington Management Group LLP ($624.08M).Learn more on Expand Energy's institutional investors.

What percentage of Expand Energy's stock is owned by institutional investors?

97.93% of Expand Energy's stock is owned by institutional investors. Learn more on EXE's institutional investor holdings.

Which institutional investors have been buying Expand Energy's stock?

Of the 517 institutional investors that purchased Expand Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($27.27M), Price T Rowe Associates Inc. MD ($11.78M), T. Rowe Price Investment Management Inc. ($6.30M), Wellington Management Group LLP ($5.61M), Massachusetts Financial Services Co. MA ($5.40M), Invesco Ltd. ($3.89M), and AGF Management Ltd. ($3.86M).

How much institutional buying is happening at Expand Energy?

Institutional investors have bought a total of 116,808,945 shares in the last 24 months. This purchase volume represents approximately $13.05B in transactions.

Which of Expand Energy's major shareholders have been selling company stock?

Of the 125 institutional investors that sold Expand Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($711.12K), Thrivent Financial for Lutherans ($557.04K), Oaktree Capital Management LP ($500K), Canoe Financial LP ($419.90K), Kopernik Global Investors LLC ($341.77K), Vaughan Nelson Investment Management L.P. ($338.19K), and Ceredex Value Advisors LLC ($330.15K).

How much institutional selling is happening at Expand Energy?

Institutional investors have sold a total of 6,103,828 shares in the last 24 months. This volume of shares sold represents approximately $712.06M in transactions.


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This page (NASDAQ:EXE) was last updated on 10/11/2025 by MarketBeat.com Staff
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