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Expand Energy (EXE) Institutional Ownership

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$96.78 -0.46 (-0.47%)
Closing price 08/29/2025 04:00 PM Eastern
Extended Trading
$97.18 +0.39 (+0.41%)
As of 08/29/2025 07:35 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.

Institutional Ownership Changes (13F Filings) for Expand Energy (NASDAQ:EXE)

Current
Institutional Ownership
Percentage
97.93%
Number of
Institutional Buyers
(last 12 months)
513
Total
Institutional Inflows
(last 12 months)
$13.00B
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$699.79M
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EXE Institutional Buying and Selling by Quarter

Expand Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC26,307$3.08M0.0%+20.0%0.011%
8/26/2025 Thrivent Financial for Lutherans1,545,937$180.78M0.4%-26.5%0.649%
8/26/2025 MASTERINVEST Kapitalanlage GmbH16,900$1.98M0.2%N/A0.007%
8/22/2025 Cim Investment Management Inc.4,549$492K0.1%+100.8%0.002%
8/19/2025 Marex Group plc59,774$6.99M0.1%N/A0.025%
8/19/2025 Advisory Services Network LLC5,898$690K0.0%-9.0%0.002%
8/19/2025 State of Wyoming2,630$308K0.0%N/A0.001%
8/19/2025 Pitcairn Co.8,226$962K0.1%-29.2%0.003%
8/18/2025 Hudson Bay Capital Management LP4,320$505K0.0%N/A0.002%
8/18/2025 Geneos Wealth Management Inc.861$101K0.0%+21.3%0.000%
8/18/2025 CYBER HORNET ETFs LLC597$70K0.1%N/A0.000%
8/18/2025 Castleark Management LLC89,240$10.44M0.3%+416.1%0.037%
8/16/2025 Public Sector Pension Investment Board44,590$5.21M0.0%-20.7%0.019%
8/16/2025 Evergreen Capital Management LLC5,611$656K0.0%+7.8%0.002%
8/16/2025 Headlands Technologies LLC24,499$2.87M0.3%N/A0.010%
8/15/2025 MUFG Securities EMEA plc92,640$10.83M0.3%N/A0.039%
8/15/2025 Corient Private Wealth LLC20,999$2.46M0.0%+87.0%0.009%
8/15/2025 Florida Financial Advisors LLC1,964$230K0.1%-6.7%0.001%
8/15/2025 State of Tennessee Department of Treasury51,157$5.98M0.0%+177.8%0.021%
8/15/2025 Captrust Financial Advisors23,960$2.80M0.0%+19.0%0.010%
8/15/2025 Prevail Innovative Wealth Advisors LLC51,877$6.07M1.4%N/A0.022%
8/15/2025 Vident Advisory LLC13,931$1.63M0.0%-42.9%0.006%
8/15/2025 Two Sigma Securities LLC36,974$4.32M0.5%+326.6%0.016%
8/15/2025 Teza Capital Management LLC2,258$264K0.2%-12.8%0.001%
8/15/2025 Tidal Investments LLC18,440$2.16M0.0%+159.8%0.008%
8/15/2025 Smartleaf Asset Management LLC234$28K0.0%-44.4%0.000%
8/15/2025 Socorro Asset Management LP66,099$7.73M2.6%+73.9%0.028%
8/15/2025 Royal London Asset Management Ltd.67,427$7.89M0.0%+111.4%0.028%
8/15/2025 Rafferty Asset Management LLC92,918$10.87M0.0%-0.4%0.039%
8/15/2025 Oxford Asset Management LLP4,159$486K0.2%N/A0.002%
8/15/2025 Orion Porfolio Solutions LLC26,307$3.08M0.0%+20.0%0.011%
8/15/2025 Man Group plc75,061$8.78M0.0%-48.7%0.032%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.14,806$1.73M0.1%+129.2%0.006%
8/15/2025 Merewether Investment Management LP641,875$75.06M2.2%-3.4%0.270%
8/15/2025 Modern Wealth Management LLC1,911$223K0.0%N/A0.001%
8/15/2025 HRT Financial LP317,738$37.16M0.2%+474.4%0.133%
8/15/2025 Hara Capital LLC3,045$356K0.2%-90.3%0.001%
8/15/2025 Hudson Bay Capital Management LP4,320$505K0.0%N/A0.002%
8/15/2025 Encompass Capital Advisors LLC799,646$93.51M3.4%-7.8%0.336%
8/15/2025 Energy Income Partners LLC42,464$4.97M0.1%-21.9%0.018%
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8/15/2025 Engineers Gate Manager LP19,426$2.27M0.0%+90.3%0.008%
8/15/2025 Eschler Asset Management LLP8,253$965K0.7%N/A0.003%
8/15/2025 Barometer Capital Management Inc.98,779$11.55M3.4%+42.9%0.041%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S38,713$4.53M0.0%+313.7%0.016%
8/15/2025 Boothbay Fund Management LLC4,639$542K0.0%N/A0.002%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp32,946$3.85M0.0%-17.2%0.014%
8/15/2025 Brevan Howard Capital Management LP122,140$14.28M0.1%N/A0.051%
8/15/2025 Balyasny Asset Management L.P.716,584$83.80M0.1%-18.2%0.301%
8/15/2025 59 North Capital Management LP880,359$102.95M3.7%N/A0.370%
8/15/2025 Adage Capital Partners GP L.L.C.198,300$23.19M0.0%+373.3%0.083%
8/15/2025 AQR Capital Management LLC70,233$8.21M0.0%+11.4%0.029%
8/15/2025 Ameriprise Financial Inc.1,285,861$150.24M0.0%+7.3%0.540%
8/15/2025 Alden Global Capital LLC56,414$6.60M4.1%-19.9%0.024%
8/14/2025 Lighthouse Investment Partners LLC35,000$4.09M0.2%+16.7%0.015%
8/14/2025 Florida Financial Advisors LLC2,241$256K0.2%+6.5%0.001%
8/14/2025 Clough Capital Partners L P131,379$15.36M1.5%-49.4%0.055%
8/14/2025 BW Gestao de Investimentos Ltda.45,600$5.33M0.2%N/A0.019%
8/14/2025 Disciplined Growth Investors Inc. MN2,622,749$306.70M5.9%-2.1%1.101%
8/14/2025 California State Teachers Retirement System250,572$29.30M0.0%+0.9%0.105%
8/14/2025 Raymond James Financial Inc.364,217$42.59M0.0%-19.1%0.153%
8/14/2025 Glenorchy Capital Ltd24,023$2.81M0.4%-50.9%0.010%
8/14/2025 Worldquant Millennium Advisors LLC980,495$114.66M0.6%-6.1%0.412%
8/14/2025 Banco BTG Pactual S.A.6,300$737K0.1%+100.0%0.003%
8/14/2025 Bayesian Capital Management LP2,100$246K0.0%-79.8%0.001%
8/14/2025 Occudo Quantitative Strategies LP3,077$360K0.0%-90.9%0.001%
8/14/2025 Quantinno Capital Management LP30,862$3.61M0.0%+145.3%0.013%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.26,327$3.08M0.0%+12.8%0.011%
8/14/2025 Diversify Advisory Services LLC8,122$950K0.0%N/A0.003%
8/14/2025 Alliancebernstein L.P.278,629$32.58M0.0%+0.3%0.117%
8/14/2025 Treasurer of the State of North Carolina102,649$12.00M0.0%-2.8%0.043%
8/14/2025 The Manufacturers Life Insurance Company 201,957$23.62M0.0%+12.3%0.085%
8/14/2025 Slate Path Capital LP1,117,814$130.72M2.2%-3.8%0.469%
8/14/2025 Sei Investments Co.97,456$11.40M0.0%+19.8%0.041%
8/14/2025 Marathon Capital Management11,664$1.36M0.3%-6.5%0.005%
8/14/2025 Kopernik Global Investors LLC522,716$61.13M6.7%-39.5%0.219%
8/14/2025 Concorde Financial Corp71,264$8.33M4.9%-1.6%0.030%
8/14/2025 Aperture Investors LLC52,894$6.19M0.8%+205.6%0.022%
8/14/2025 NewEdge Advisors LLC6,873$804K0.0%-48.9%0.003%
8/14/2025 Riposte Capital LLC120,000$14.03M2.2%N/A0.050%
8/14/2025 Qube Research & Technologies Ltd708,310$82.83M0.1%+360.0%0.297%
8/14/2025 Intact Investment Management Inc.600$70K0.0%N/A0.000%
8/14/2025 Investment Management Corp of Ontario5,128$600K0.0%-85.2%0.002%
8/14/2025 iSAM Funds UK Ltd22,614$2.64M0.6%+180.9%0.009%
8/14/2025 AXA S.A.16,046$1.88M0.0%+96.6%0.007%
8/14/2025 Lombard Odier Asset Management USA Corp11,521$1.35M0.1%+32.8%0.005%
8/14/2025 State Street Corp12,169,076$1.42B0.1%-1.0%5.110%
8/14/2025 Daiwa Securities Group Inc.35,492$4.15M0.0%+6.1%0.015%
8/14/2025 Hood River Capital Management LLC62,231$7.28M0.1%+4.5%0.026%
8/14/2025 Natixis37,139$4.34M0.0%N/A0.016%
8/14/2025 Bank of Nova Scotia166,679$19.49M0.0%+767.1%0.070%
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8/14/2025 California Public Employees Retirement System388,101$45.39M0.0%+3.3%0.163%
8/14/2025 Cerity Partners LLC11,925$1.39M0.0%+131.1%0.005%
8/14/2025 Federated Hermes Inc.150,985$17.66M0.0%+213.5%0.063%
8/13/2025 Gabelli Funds LLC69,611$8.14M0.1%N/A0.029%
8/13/2025 Gamco Investors INC. ET AL6,476$757K0.0%N/A0.003%
8/13/2025 Jump Financial LLC24,292$2.84M0.0%-88.7%0.010%
8/13/2025 Cresset Asset Management LLC2,277$266K0.0%-89.5%0.001%
8/13/2025 Oaktree Capital Management LP5,062,364$591.99M10.2%-9.0%2.126%
8/13/2025 Brown Advisory Inc.2,736$320K0.0%-6.6%0.001%
8/13/2025 Amundi781,997$86.29M0.0%+3.8%0.328%
(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, 557 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 513 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 116,399,608 shares in the last 24 months. This purchase volume represents approximately $13.00B in transactions.

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

Of the 116 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 5,989,913 shares in the last 24 months. This volume of shares sold represents approximately $699.79M in transactions.



This page (NASDAQ:EXE) was last updated on 8/30/2025 by MarketBeat.com Staff
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