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Expand Energy (EXE) Institutional Ownership

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$96.70 +1.05 (+1.09%)
As of 12:29 PM Eastern
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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)
652
Total
Institutional Inflows
(last 12 months)
$8.03B
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$3.58B
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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
5/14/2026Inceptionr LLC4,399$483K0.1%N/A0.002%
5/14/2026Bank of Nova Scotia38,576$4.24M0.0%-37.7%0.016%
5/14/2026Sei Investments Co.251,984$27.66M0.0%+86.9%0.105%
5/14/2026Lido Advisors LLC3,191$350K0.0%N/A0.001%
5/14/2026State of Wyoming5,161$567K0.1%-28.9%0.002%
5/13/2026Cetera Investment Advisers39,239$4.31M0.0%+7.8%0.016%
5/13/2026Levin Capital Strategies L.P.195,256$21.44M1.6%-9.4%0.082%
5/13/2026Kopernik Global Investors LLC813,632$89.32M6.2%+19.4%0.340%
5/13/2026First Trust Advisors LP776,111$85.20M0.1%+110.0%0.324%
5/12/2026 Westpac Banking Corp4,304$472K0.0%N/A0.002%
5/12/2026 Himension Capital Singapore PTE. LTD.143,705$15.78M1.2%N/A0.060%
5/8/2026 PNC Financial Services Group Inc.16,029$1.76M0.0%+4.0%0.007%
5/8/2026 Oslo Pensjonsforsikring AS4,086$449K0.1%N/A0.002%
5/7/2026 Florida Financial Advisors LLC2,689$296K0.1%+24.5%0.001%
5/7/2026 Earned Wealth Advisors LLC2,689$295K0.0%N/A0.001%
5/7/2026 Dimensional Fund Advisors LP2,466,772$270.84M0.1%+7.2%1.031%
5/7/2026 Parallel Advisors LLC1,906$209K0.0%+8.8%0.001%
5/7/2026 AlphaCentric Advisors LLC951$104K0.1%N/A0.000%
5/7/2026 Swiss National Bank699,056$76.74M0.0%+7.1%0.292%
5/7/2026 Mediolanum International Funds Ltd7,215$804K0.0%-15.4%0.003%
5/6/2026 Jennison Associates LLC3,222$354K0.0%-99.6%0.001%
5/6/2026 McAlvany Wealth Management LLC16,745$1.87M1.2%+7.8%0.007%
5/6/2026 California Public Employees Retirement System423,523$46.49M0.0%+1.6%0.177%
5/6/2026 Bartlett & CO. Wealth Management LLC2,267$228K0.0%-5.3%0.001%
5/6/2026 Atlas Wealth LLC810$89K0.0%N/A0.000%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.7,967$875K0.1%N/A0.003%
5/6/2026 Bessemer Group Inc.2,733$300K0.0%+275.4%0.001%
5/6/2026 Allspring Global Investments Holdings LLC10,710$1.14M0.0%+4.9%0.004%
5/5/2026 D.A. Davidson & CO.21,535$2.36M0.0%+177.4%0.009%
5/5/2026 Twin Capital Management Inc.5,088$559K0.1%N/A0.002%
5/5/2026 Bank of New York Mellon Corp4,498,905$493.89M0.1%+94.7%1.881%
5/5/2026 Goehring & Rozencwajg Associates LLC225,860$24.80M1.3%+36.6%0.094%
5/5/2026 Aubrey Capital Management Ltd3,300$362K0.2%N/A0.001%
5/5/2026 Sanctuary Advisors LLC20,612$2.26M0.0%-7.2%0.009%
5/4/2026 Retirement Planning Group LLC24,372$2.68M0.1%N/A0.010%
5/4/2026 State of Michigan Retirement System62,200$6.83M0.0%-0.3%0.026%
5/4/2026 Principal Financial Group Inc.981,525$107.75M0.1%-1.2%0.410%
5/4/2026 Schwartz Investment Counsel Inc.410,720$45.09M1.6%+10.9%0.172%
5/4/2026 Chicago Partners Investment Group LLC6,277$689K0.0%N/A0.003%
5/4/2026 J. Safra Sarasin Holding AG21,802$2.39M0.0%N/A0.009%
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5/1/2026 180 Wealth Advisors LLC1,829$201K0.0%N/A0.001%
5/1/2026 Citizens Financial Group Inc. RI4,190$460K0.0%N/A0.002%
5/1/2026 Fifth Third Bancorp56,754$6.23M0.0%+453.6%0.024%
5/1/2026 U S Global Investors Inc.7,500$823K0.1%N/A0.003%
5/1/2026 Candriam S.C.A.35,294$3.88M0.0%+28.0%0.015%
5/1/2026 Sequoia Financial Advisors LLC5,643$620K0.0%+67.8%0.002%
5/1/2026 Independence Bank of Kentucky7,630$838K0.1%-2.5%0.003%
4/30/2026 Hsbc Holdings PLC941,165$103.36M0.1%+162.7%0.393%
4/30/2026 Kestra Advisory Services LLC7,310$803K0.0%+17.0%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.507,080$55.67M0.0%-1.6%0.211%
4/30/2026 Resona Asset Management Co. Ltd.106,994$11.77M0.1%+2.5%0.045%
4/30/2026 Personal CFO Solutions LLC2,613$287K0.0%N/A0.001%
4/30/2026 Frank Rimerman Advisors LLC2,889$317K0.0%-6.0%0.001%
4/29/2026 Jackson Thornton Wealth Management LLC2,699$296K0.0%+10.2%0.001%
4/29/2026 R Squared Ltd2,436$267K0.1%N/A0.001%
4/28/2026 Hodges Capital Management Inc.134,062$14.72M1.2%+16.5%0.056%
4/28/2026 Ascentis Independent Advisors290$32K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR13,617$1.50M0.0%-1.5%0.006%
4/28/2026 Stephens Investment Management Group LLC759,101$83.33M1.1%-0.4%0.316%
4/28/2026 V Square Quantitative Management LLC2,234$245K0.0%-14.0%0.001%
4/28/2026 QRG Capital Management Inc.10,234$1.12M0.0%+33.3%0.004%
4/27/2026 HB Wealth Management LLC7,992$877K0.0%+86.2%0.003%
4/27/2026 Moran Wealth Management LLC29,834$3.28M0.1%+41.9%0.012%
4/27/2026 IRON Financial LLC8,307$912K0.4%-3.3%0.003%
4/27/2026 PFG Investments LLC2,611$287K0.0%N/A0.001%
4/27/2026 First Dallas Securities Inc.31,014$3.41M1.3%+12.0%0.013%
4/27/2026 Argos Wealth Advisors LLC9,044$993K0.3%-3.9%0.004%
4/27/2026 New York State Teachers Retirement System169,544$18.61M0.0%+16.6%0.071%
4/27/2026 Private Advisor Group LLC6,287$690K0.0%-29.2%0.003%
4/27/2026 Y Intercept Hong Kong Ltd111,757$12.27M0.2%+85.7%0.046%
4/27/2026 Leonteq Securities AG743$82K0.0%-33.3%0.000%
4/27/2026 Elevation Point Wealth Partners LLC32,473$3.57M0.1%+750.1%0.014%
4/25/2026 Keybank National Association OH2,003$220K0.0%-53.0%0.001%
4/24/2026 Root Financial Partners LLC1,360$149K0.0%+142.4%0.001%
4/24/2026 EJMK Ventures LLC2,414$265K0.1%-30.7%0.001%
4/24/2026 Essex Financial Services Inc.1,829$201K0.0%N/A0.001%
4/24/2026 Deltec Asset Management LLC3,718$408K0.1%N/A0.002%
4/24/2026 Canton Hathaway LLC1,500$165K0.0%-43.8%0.001%
4/24/2026 Deprince Race & Zollo Inc.372,833$40.93M0.8%-0.5%0.155%
4/24/2026 IFM Investors Pty Ltd60,259$6.62M0.1%-3.4%0.025%
4/23/2026 SJS Investment Consulting Inc.259$28K0.0%+379.6%0.000%
4/23/2026 Inspire Investing LLC17,989$1.98M0.2%+511.0%0.007%
4/23/2026 Simmons Bank4,783$525K0.0%+15.8%0.002%
4/23/2026 Apollon Wealth Management LLC3,598$395K0.0%+27.3%0.001%
4/23/2026 Canoe Financial LP1,093,436$121.19M1.7%+1,233.4%0.455%
4/22/2026 Patton Fund Management Inc.22,103$2.43M0.4%-63.2%0.009%
4/22/2026 Janney Montgomery Scott LLC131,017$14.38M0.0%+551.0%0.054%
4/22/2026 apricus wealth LLC40,495$4.45M2.2%+4.2%0.017%
4/22/2026 Montgomery Investment Management Inc.3,390$372K0.1%+15.3%0.001%
4/22/2026 Pictet Asset Management Holding SA92,638$10.17M0.0%+7.3%0.039%
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4/22/2026 Sterling Capital Management LLC7,660$841K0.0%-43.2%0.003%
4/21/2026 Louisiana State Employees Retirement System12,100$1.33M0.0%N/A0.005%
4/21/2026 First American Bank35,998$3.95M0.2%-0.8%0.015%
4/20/2026 Ritholtz Wealth Management3,466$380K0.0%+18.7%0.001%
4/20/2026 Oak Family Advisors LLC35,685$3.92M1.1%+24.9%0.015%
4/20/2026 Fifth Third Wealth Advisors LLC24,767$2.72M0.1%+123.9%0.010%
4/20/2026 Banque Cantonale Vaudoise1,313$144K0.0%+68.3%0.001%
4/20/2026 Assenagon Asset Management S.A.120,458$13.22M0.0%-92.7%0.050%
4/18/2026 CENTRAL TRUST Co5,146$565K0.0%-2.7%0.002%
4/18/2026 Cidel Asset Management Inc.7,865$863K0.0%+5.7%0.003%


EXE Institutional Ownership - Frequently Asked Questions

During the previous two years, 823 institutional investors and hedge funds held shares of Expand Energy. The most heavily invested institutionals were Vanguard Group Inc. ($3.08B), Capital Research Global Investors ($2.35B), State Street Corp ($1.45B), Price T Rowe Associates Inc. MD ($1.07B), Geode Capital Management LLC ($706.04M), Oaktree Capital Management LP ($591.99M), and Bank of New York Mellon Corp ($493.89M).Learn more on Expand Energy's institutional investors.

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

Of the 767 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. ($27.91M), Capital Research Global Investors ($15.15M), 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), and Bank of New York Mellon Corp ($5.13M).

Institutional investors have bought a total of 73,185,070 shares in the last 24 months. This purchase volume represents approximately $8.03B in transactions.

Of the 312 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: T. Rowe Price Investment Management Inc. ($4.15M), AGF Management Ltd. ($3.78M), Wellington Management Group LLP ($2.74M), Massachusetts Financial Services Co. MA ($1.55M), Assenagon Asset Management S.A. ($1.52M), Price T Rowe Associates Inc. MD ($1.20M), and Jennison Associates LLC ($889.71K).

Institutional investors have sold a total of 32,511,415 shares in the last 24 months. This volume of shares sold represents approximately $3.58B in transactions.


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This page (NASDAQ:EXE) was last updated on 5/14/2026 by MarketBeat.com Staff.
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