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Expand Energy (EXE) Institutional Ownership

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$94.83 -2.04 (-2.11%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$95.40 +0.57 (+0.61%)
As of 09/11/2026 07:42 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)
591
Total
Institutional Inflows
(last 12 months)
$11.93B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$3.00B
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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
9/9/2026 Core Capital Management & Research inc.56,236$5.41M2.8%N/A0.024%
9/9/2026 Sequoia Financial Advisors LLC6,872$627K0.0%+21.8%0.003%
9/9/2026 Tidal Investments LLC144,285$13.16M0.0%-40.0%0.062%
9/9/2026 MCF Advisors LLC536$49K0.0%N/A0.000%
9/9/2026 National Pension Service243,895$22.24M0.0%-57.1%0.105%
9/9/2026 Cidel Asset Management Inc.8,054$734K0.0%+2.4%0.003%
9/9/2026 Integrated Wealth Concepts LLC6,695$611K0.0%-43.4%0.003%
9/9/2026 NewEdge Advisors LLC35,673$3.25M0.0%+336.0%0.015%
9/9/2026 Baird Financial Group Inc.2,505$228K0.0%N/A0.001%
9/8/2026 Allworth Financial LP4,999$456K0.0%-15.4%0.002%
9/8/2026 Arizona State Retirement System68,925$6.29M0.0%+6.5%0.030%
9/8/2026 West Family Investments Inc.56,290$5.13M1.4%+12.6%0.024%
9/8/2026 Waverly Advisors LLC5,231$477K0.0%+15.7%0.002%
9/8/2026 Murphy Pohlad Asset Management LLC22,783$2.08M0.7%-2.9%0.010%
9/8/2026 Nykredit A S23,592$2.15M0.0%N/A0.010%
9/4/2026 Parkside Financial Bank & Trust283$26K0.0%-33.9%0.000%
8/27/2026 Corient Private Wealth LP23,988$2.19M0.0%+33.1%0.010%
8/26/2026 Amundi1,006,632$91.80M0.0%+5.7%0.435%
8/26/2026 HighTower Advisors LLC27,193$2.48M0.0%-35.0%0.012%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al261,100$23.81M0.1%N/A0.113%
8/24/2026 California State Teachers Retirement System25,499,733$2.33B0.0%+9,116.8%11.015%
8/23/2026 Readystate Asset Management LP113,091$10.31M0.4%N/A0.049%
8/23/2026 Wedmont Private Capital5,547$484K0.0%-2.1%0.002%
8/23/2026 HB Wealth Management LLC8,478$773K0.0%+6.1%0.004%
8/23/2026 Saudi Central Bank16,828$1.54M0.0%+91.4%0.007%
8/22/2026 Compass Financial Management LLC482$45K0.0%N/A0.000%
8/22/2026 AlphaGrep UK Ltd7,580$691K0.2%N/A0.003%
8/22/2026 denkapparat Operations GmbH9,480$864K0.3%N/A0.004%
8/22/2026 TD Waterhouse Canada Inc.3,472$311K0.0%-86.7%0.001%
8/22/2026 NEOS Investment Management LLC39,707$3.62M0.0%+16.3%0.017%
8/21/2026 Continuum Advisory LLC68,903$6.28M0.5%N/A0.030%
8/21/2026 Nykredit A S23,592$2.15M0.0%N/A0.010%
8/21/2026 Independence Bank of Kentucky6,595$601K0.1%-13.6%0.003%
8/21/2026 Legacy Financial Advisors Inc.2,359$215K0.0%+28.0%0.001%
8/20/2026 Proficio Capital Partners LLC2,226$203K0.0%N/A0.001%
8/20/2026 Headlands Technologies LLC16,052$1.46M0.2%+112.9%0.007%
8/20/2026 Susquehanna Advisors Group Inc.39,866$3.64M0.1%-44.6%0.017%
8/20/2026 Northwestern Mutual Wealth Management Co.5,377$490K0.0%+2.0%0.002%
8/20/2026 Wedbush Securities Inc.3,374$308K0.0%N/A0.001%
8/20/2026 Hennessy Advisors Inc.7,456$680K0.0%-8.0%0.003%
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8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,677,536$244.17M0.0%-3.4%1.157%
8/19/2026 New Mexico Educational Retirement Board11,800$1.08M0.0%+8.3%0.005%
8/19/2026 Royal London Asset Management Ltd.95,383$8.70M0.0%-2.0%0.041%
8/19/2026 Toth Financial Advisory Corp1,346$123K0.0%-38.0%0.001%
8/19/2026 Mufg Securities Americas Inc.7,206$657K0.0%+9.3%0.003%
8/19/2026 Van ECK Associates Corp716,674$65.35M0.0%+201.1%0.310%
8/19/2026 Nissay Asset Management Corp Japan32,326$2.95M0.0%+5.6%0.014%
8/19/2026 Hsbc Holdings PLC1,107,812$101.09M0.0%+17.7%0.479%
8/19/2026 Wellington Management Group LLP375,816$34.27M0.0%-14.6%0.162%
8/18/2026 Beacon Pointe Advisors LLC10,382$947K0.0%N/A0.004%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt1,700$155K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.39,196$3.43M0.0%N/A0.017%
8/18/2026 Empowered Funds LLC340,931$31.09M0.2%N/A0.147%
8/18/2026 United Capital Financial Advisors LLC2,468$225K0.0%N/A0.001%
8/18/2026 Caitlin John LLC731$67K0.0%N/A0.000%
8/18/2026 Harvey Capital Management Inc.46,033$4.20M0.9%N/A0.020%
8/18/2026 Public Employees Retirement System of Ohio77,635$7.08M0.0%N/A0.034%
8/17/2026 Proficio Capital Partners LLC2,226$203K0.0%N/A0.001%
8/17/2026 Transamerica Financial Advisors LLC683$62K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP14,540$1.33M0.0%N/A0.006%
8/17/2026 Palo Duro Investment Partners LP439,476$40.08M7.7%N/A0.190%
8/17/2026 Pingora Partners LLC500$46K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE1,654,743$150.90M0.0%N/A0.715%
8/15/2026 Freestone Grove Partners LP269,312$24.56M0.2%N/A0.116%
8/15/2026 Odyssean LLC4,803$438K0.1%N/A0.002%
8/15/2026 Man Group plc1,625,479$148.23M0.2%N/A0.702%
8/15/2026 First Bancorp Inc ME501$46K0.0%N/A0.000%
8/15/2026 Polar Asset Management Partners Inc.2,380$217K0.0%N/A0.001%
8/15/2026 Jupiter Topco LLC428,603$39.08M0.0%N/A0.185%
8/14/2026 Hsbc Holdings PLC1,107,812$101.09M0.0%N/A0.479%
8/14/2026 Primecap Management Co. CA325,447$29.68M0.0%N/A0.141%
8/14/2026 Canada Pension Plan Investment Board71,801$6.55M0.0%N/A0.031%
8/14/2026 Manatuck Hill Partners LLC5,000$456K0.2%N/A0.002%
8/14/2026 Castleark Management LLC61,230$5.58M0.2%N/A0.026%
8/14/2026 Nicholas Investment Partners LP41,000$3.74M0.2%N/A0.018%
8/14/2026 SIR Capital Management L.P.234,043$21.34M2.5%N/A0.101%
8/14/2026 Legal & General Group Plc1,042,312$95.05M0.0%N/A0.450%
8/14/2026 The Manufacturers Life Insurance Company245,914$22.42M0.0%N/A0.106%
8/14/2026 Brigade Capital Management LP105,871$9.65M1.8%N/A0.046%
8/14/2026 Hyperion Capital Advisors LP3,300$301K0.1%N/A0.001%
8/14/2026 Algert Global LLC43,074$3.93M0.0%N/A0.019%
8/13/2026 Cibc World Market Inc.49,598$4.52M0.0%N/A0.021%
8/13/2026 OMERS ADMINISTRATION Corp14,372$1.31M0.0%N/A0.006%
8/13/2026 Sanctuary Advisors LLC34,476$3.14M0.0%N/A0.015%
8/13/2026 RR Advisors LLC70,068$6.39M1.8%N/A0.030%
8/13/2026 Solstein Capital LLC1,245$114K0.0%N/A0.001%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.6,758$616K0.0%N/A0.003%
8/13/2026 Pinnacle Holdings LLC806$73K0.0%N/A0.000%
8/13/2026 Clear Harbor Asset Management LLC34,269$3.13M0.2%N/A0.015%
8/13/2026 Bank of Nova Scotia19,970$1.82M0.0%N/A0.009%
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8/12/2026 Compass Financial Management LLC482$45K0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC39,198$3.57M0.1%N/A0.017%
8/12/2026 Daiichi Life Insurance Co. Ltd.36,657$3.34M0.1%N/A0.016%
8/12/2026 Northwestern Mutual Wealth Management Co.5,377$490K0.0%N/A0.002%
8/12/2026 Evolve Private Wealth LLC3,663$334K0.0%N/A0.002%
8/12/2026 X Square Capital LLC8,267$754K0.2%N/A0.004%
8/12/2026 Westpac Banking Corp7,752$707K0.0%N/A0.003%
8/12/2026 William Blair Investment Management LLC3,168$289K0.0%N/A0.001%
8/12/2026 Landscape Capital Management L.L.C.11,451$1.04M0.1%N/A0.005%
8/12/2026 Korea Investment CORP171,989$15.68M0.0%N/A0.074%


EXE Institutional Ownership - Frequently Asked Questions

During the previous two years, 875 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), California State Teachers Retirement System ($2.33B), BlackRock Inc. ($1.78B), State Street Corp ($1.45B), Price T Rowe Associates Inc. MD ($1.07B), and Geode Capital Management LLC ($706.04M).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 820 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), California State Teachers Retirement System ($25.26M), BlackRock Inc. ($19.50M), Capital Research Global Investors ($15.15M), Price T Rowe Associates Inc. MD ($11.78M), Bank of New York Mellon Corp ($8.06M), and T. Rowe Price Investment Management Inc. ($6.30M).

Institutional investors have bought a total of 119,977,182 shares in the last 24 months. This purchase volume represents approximately $11.93B in transactions.

Of the 277 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 ($2.80M), 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 27,710,411 shares in the last 24 months. This volume of shares sold represents approximately $3.00B in transactions.


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Institutional ownership data for NASDAQ:EXE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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