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Expand Energy (EXE) Institutional Ownership

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$87.10 -0.15 (-0.17%)
Closing price 04:00 PM Eastern
Extended Trading
$87.57 +0.47 (+0.54%)
As of 07:58 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 Massive. 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)
622
Total
Institutional Inflows
(last 12 months)
$7.28B
Number of
Institutional Sellers
(last 12 months)
324
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
7/10/2026 Tema ETFs LLC5,184$473K0.0%-94.3%0.002%
7/10/2026 Doliver Advisors LP9,408$858K0.2%-1.5%0.004%
7/10/2026 Wealthcare Advisory Partners LLC4,653$424K0.0%+39.9%0.002%
7/9/2026 Wealth Science Advisors LLC2,848$260K0.1%-18.4%0.001%
7/9/2026 Everpar Advisors LLC2,564$234K0.1%N/A0.001%
7/9/2026 Polianta Ltd17,900$1.63M0.2%+21.8%0.007%
7/8/2026 Gradient Investments LLC38,365$3.50M0.0%+8.1%0.016%
7/8/2026 Chesley Taft & Associates LLC5,802$529K0.0%-8.4%0.002%
7/8/2026 AAFMAA Wealth Management & Trust LLC7,420$677K0.2%-8.2%0.003%
7/8/2026 MFG Wealth Management Inc.21,956$2.00M1.4%-0.7%0.009%
7/8/2026 Cooper Financial Group3,036$277K0.0%-16.8%0.001%
7/8/2026 Czech National Bank68,094$6.21M0.0%+5.0%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab49,460$4.51M0.0%+2.9%0.021%
7/8/2026 Assenagon Asset Management S.A.1,183,098$107.89M0.1%+882.2%0.495%
7/7/2026 M.E. Allison & CO. Inc.3,105$283K0.2%+66.7%0.001%
7/7/2026 GAMMA Investing LLC4,667$426K0.0%-17.7%0.002%
7/7/2026 Avior Wealth Management LLC10,922$996K0.0%+35.6%0.005%
7/7/2026 Harbor Investment Advisory LLC363$33K0.0%N/A0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB685$62K0.0%-18.3%0.000%
7/2/2026 CX Institutional518$47K0.0%-61.7%0.000%
7/1/2026 Confluence Investment Management LLC11,412$1.04M0.0%+8.3%0.005%
7/1/2026 Eastern Bank300$27K0.0%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC404$44K0.0%+108.2%0.000%
6/18/2026Pacer Advisors Inc.970,691$106.56M0.2%+227.1%0.406%
6/3/2026Parallel Advisors LLC1,906$209K0.0%+8.8%0.001%
6/3/2026NewEdge Advisors LLC8,181$898K0.0%+82.0%0.003%
6/2/2026Optiver Holding B.V.297$33K0.0%-34.6%0.000%
5/28/2026Carlson Capital L.P.23,734$2.61M0.8%N/A0.010%
5/26/2026Glenmede Trust Co. NA4,453$489K0.0%+61.6%0.002%
5/26/2026Axiom Investment Management LLC519$57K0.0%N/A0.000%
5/21/2026Essential Partners LLC626$69K0.0%-63.9%0.000%
5/19/2026Cim Investment Management Inc.3,482$382K0.1%+59.0%0.001%
5/19/2026Bank of America Corp DE1,921,098$210.90M0.0%+9.9%0.803%
5/19/2026Oaktree Capital Management LP5,237,477$574.97M7.2%+3.5%2.189%
5/19/2026Janus Henderson Group PLC391,303$42.96M0.0%-20.6%0.164%
5/19/2026Bull Harbor Capital LLC9,481$1.04M0.3%N/A0.004%
5/19/2026Arkadios Wealth Advisors17,478$1.92M0.0%+7.6%0.007%
5/19/2026Altshuler Shaham Ltd1,479,000$162.37M2.6%-13.9%0.618%
5/18/2026Amundi952,414$104.56M0.0%+4.2%0.398%
5/18/2026EverSource Wealth Advisors LLC4,927$541K0.0%+90.2%0.002%
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5/18/2026California State Teachers Retirement System276,666$30.37M0.0%-2.4%0.116%
5/18/2026Royal Bank of Canada413,927$45.44M0.0%+29.7%0.173%
5/18/2026Empowered Funds LLC177,931$19.53M0.1%+113.6%0.074%
5/18/2026Energy Income Partners LLC76,381$8.39M0.1%-24.7%0.032%
5/16/2026The Manufacturers Life Insurance Company 257,935$28.32M0.0%+3.8%0.108%
5/16/2026Socorro Asset Management LP74,433$8.17M3.7%-4.7%0.031%
5/16/2026Maverick Capital Ltd.11,017$1.21M0.0%N/A0.005%
5/16/2026Quantinno Capital Management LP136,068$14.94M0.0%+48.7%0.057%
5/16/2026Clough Capital Partners L P341,456$37.49M3.6%+52.0%0.143%
5/16/2026SummitTX Capital L.P.23,298$2.56M0.1%+329.1%0.010%
5/16/2026Lazard Asset Management LLC13,520$1.48M0.0%N/A0.006%
5/16/2026Castleark Management LLC61,230$6.72M0.2%+5.2%0.026%
5/15/2026Delta Global Management LP22,792$2.50M0.2%+415.5%0.010%
5/15/2026OMERS ADMINISTRATION Corp6,956$764K0.0%+52.9%0.003%
5/15/2026Lombard Odier Asset Management USA Corp16,388$1.80M0.2%-23.8%0.007%
5/15/2026Waverly Advisors LLC4,521$496K0.0%+72.2%0.002%
5/15/2026Bridgewater Advisors Inc.5,583$613K0.0%-5.3%0.002%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund103,600$11.37M0.0%+930.6%0.043%
5/14/2026Dai ichi Life Insurance Company Ltd39,376$4.32M0.1%-8.6%0.016%
5/14/2026Renaissance Technologies LLC325,762$35.76M0.1%N/A0.136%
5/14/2026Gabelli Funds LLC74,011$8.13M0.1%+0.5%0.031%
5/14/2026Brooklands Fund Management Ltd109,026$11.97M13.5%-189.3%0.046%
5/14/2026Compound Planning Inc.2,297$252K0.0%-14.5%0.001%
5/14/2026Arrowstreet Capital Limited Partnership95,571$10.49M0.0%N/A0.040%
5/14/2026Caxton Associates LLP12,037$1.32M0.0%+200.7%0.005%
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%
5/12/2026Westpac Banking Corp4,304$472K0.0%N/A0.002%
5/12/2026Himension Capital Singapore PTE. LTD.143,705$15.78M1.2%N/A0.060%
5/8/2026PNC Financial Services Group Inc.16,029$1.76M0.0%+4.0%0.007%
5/8/2026Oslo Pensjonsforsikring AS4,086$449K0.1%N/A0.002%
5/7/2026Florida Financial Advisors LLC2,689$296K0.1%+24.5%0.001%
5/7/2026Earned Wealth Advisors LLC2,689$295K0.0%N/A0.001%
5/7/2026Dimensional Fund Advisors LP2,466,772$270.84M0.1%+7.2%1.031%
5/7/2026Parallel Advisors LLC1,906$209K0.0%+8.8%0.001%
5/7/2026AlphaCentric Advisors LLC951$104K0.1%N/A0.000%
5/7/2026Swiss National Bank699,056$76.74M0.0%+7.1%0.292%
5/7/2026Mediolanum International Funds Ltd7,215$804K0.0%-15.4%0.003%
5/6/2026Jennison Associates LLC3,222$354K0.0%-99.6%0.001%
5/6/2026McAlvany Wealth Management LLC16,745$1.87M1.2%+7.8%0.007%
5/6/2026California Public Employees Retirement System423,523$46.49M0.0%+1.6%0.177%
5/6/2026Bartlett & CO. Wealth Management LLC2,267$228K0.0%-5.3%0.001%
5/6/2026Atlas Wealth LLC810$89K0.0%N/A0.000%
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5/6/2026Financiere des Professionnels Fonds d investissement inc.7,967$875K0.1%N/A0.003%
5/6/2026Bessemer Group Inc.2,733$300K0.0%+275.4%0.001%
5/6/2026Allspring Global Investments Holdings LLC10,710$1.14M0.0%+4.9%0.004%
5/5/2026D.A. Davidson & CO.21,535$2.36M0.0%+177.4%0.009%
5/5/2026Twin Capital Management Inc.5,088$559K0.1%N/A0.002%
5/5/2026Bank of New York Mellon Corp4,498,905$493.89M0.1%+94.7%1.881%
5/5/2026Goehring & Rozencwajg Associates LLC225,860$24.80M1.3%+36.6%0.094%
5/5/2026Aubrey Capital Management Ltd3,300$362K0.2%N/A0.001%
5/5/2026Sanctuary Advisors LLC20,612$2.26M0.0%-7.2%0.009%
5/4/2026Retirement Planning Group LLC24,372$2.68M0.1%N/A0.010%


EXE Institutional Ownership - Frequently Asked Questions

During the previous two years, 843 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 784 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 66,737,561 shares in the last 24 months. This purchase volume represents approximately $7.28B in transactions.

Of the 324 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 32,491,904 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 7/13/2026 by MarketBeat.com Staff.
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