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Expand Energy (EXE) Institutional Ownership

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$91.30 -0.24 (-0.26%)
As of 03:04 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)
621
Total
Institutional Inflows
(last 12 months)
$7.18B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$3.62B
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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
6/3/2026 Parallel Advisors LLC1,906$209K0.0%+8.8%0.001%
6/3/2026 NewEdge Advisors LLC8,181$898K0.0%+82.0%0.003%
6/2/2026 Optiver Holding B.V.297$33K0.0%-34.6%0.000%
5/28/2026 Carlson Capital L.P.23,734$2.61M0.8%N/A0.010%
5/26/2026 Glenmede Trust Co. NA4,453$489K0.0%+61.6%0.002%
5/26/2026 Axiom Investment Management LLC519$57K0.0%N/A0.000%
5/21/2026 Essential Partners LLC626$69K0.0%-63.9%0.000%
5/19/2026 Cim Investment Management Inc.3,482$382K0.1%+59.0%0.001%
5/19/2026 Bank of America Corp DE1,921,098$210.90M0.0%+9.9%0.803%
5/19/2026 Oaktree Capital Management LP5,237,477$574.97M7.2%+3.5%2.189%
5/19/2026 Janus Henderson Group PLC391,303$42.96M0.0%-20.6%0.164%
5/19/2026 Bull Harbor Capital LLC9,481$1.04M0.3%N/A0.004%
5/19/2026 Arkadios Wealth Advisors17,478$1.92M0.0%+7.6%0.007%
5/19/2026 Altshuler Shaham Ltd1,479,000$162.37M2.6%-13.9%0.618%
5/18/2026 Amundi952,414$104.56M0.0%+4.2%0.398%
5/18/2026 EverSource Wealth Advisors LLC4,927$541K0.0%+90.2%0.002%
5/18/2026 California State Teachers Retirement System276,666$30.37M0.0%-2.4%0.116%
5/18/2026 Royal Bank of Canada413,927$45.44M0.0%+29.7%0.173%
5/18/2026 Empowered Funds LLC177,931$19.53M0.1%+113.6%0.074%
5/18/2026 Energy Income Partners LLC76,381$8.39M0.1%-24.7%0.032%
5/16/2026 The Manufacturers Life Insurance Company 257,935$28.32M0.0%+3.8%0.108%
5/16/2026 Socorro Asset Management LP74,433$8.17M3.7%-4.7%0.031%
5/16/2026 Maverick Capital Ltd.11,017$1.21M0.0%N/A0.005%
5/16/2026 Quantinno Capital Management LP136,068$14.94M0.0%+48.7%0.057%
5/16/2026 Clough Capital Partners L P341,456$37.49M3.6%+52.0%0.143%
5/16/2026 SummitTX Capital L.P.23,298$2.56M0.1%+329.1%0.010%
5/16/2026 Lazard Asset Management LLC13,520$1.48M0.0%N/A0.006%
5/16/2026 Castleark Management LLC61,230$6.72M0.2%+5.2%0.026%
5/15/2026 Delta Global Management LP22,792$2.50M0.2%+415.5%0.010%
5/15/2026 OMERS ADMINISTRATION Corp6,956$764K0.0%+52.9%0.003%
5/15/2026 Lombard Odier Asset Management USA Corp16,388$1.80M0.2%-23.8%0.007%
5/15/2026 Waverly Advisors LLC4,521$496K0.0%+72.2%0.002%
5/15/2026 Bridgewater Advisors Inc.5,583$613K0.0%-5.3%0.002%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund103,600$11.37M0.0%+930.6%0.043%
5/14/2026 Dai ichi Life Insurance Company Ltd39,376$4.32M0.1%-8.6%0.016%
5/14/2026 Renaissance Technologies LLC325,762$35.76M0.1%N/A0.136%
5/14/2026 Gabelli Funds LLC74,011$8.13M0.1%+0.5%0.031%
5/14/2026 Brooklands Fund Management Ltd109,026$11.97M13.5%-189.3%0.046%
5/14/2026 Compound Planning Inc.2,297$252K0.0%-14.5%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership95,571$10.49M0.0%N/A0.040%
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5/14/2026 Caxton Associates LLP12,037$1.32M0.0%+200.7%0.005%
5/14/2026 Inceptionr LLC4,399$483K0.1%N/A0.002%
5/14/2026 Bank of Nova Scotia38,576$4.24M0.0%-37.7%0.016%
5/14/2026 Sei Investments Co.251,984$27.66M0.0%+86.9%0.105%
5/14/2026 Lido Advisors LLC3,191$350K0.0%N/A0.001%
5/14/2026 State of Wyoming5,161$567K0.1%-28.9%0.002%
5/13/2026 Cetera Investment Advisers39,239$4.31M0.0%+7.8%0.016%
5/13/2026 Levin Capital Strategies L.P.195,256$21.44M1.6%-9.4%0.082%
5/13/2026 Kopernik Global Investors LLC813,632$89.32M6.2%+19.4%0.340%
5/13/2026 First 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%
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%
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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%


EXE Institutional Ownership - Frequently Asked Questions

During the previous two years, 837 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 ($574.97M), 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 779 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 65,563,471 shares in the last 24 months. This purchase volume represents approximately $7.18B in transactions.

Of the 320 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 32,897,010 shares in the last 24 months. This volume of shares sold represents approximately $3.62B in transactions.


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This page (NASDAQ:EXE) was last updated on 6/3/2026 by MarketBeat.com Staff.
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