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Expand Energy (EXE) Institutional Ownership

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$85.52 -0.44 (-0.51%)
Closing price 04:00 PM Eastern
Extended Trading
$86.35 +0.83 (+0.97%)
As of 07:56 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)
593
Total
Institutional Inflows
(last 12 months)
$9.63B
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$3.00B
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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
10/2/2026CX Institutional758$64K0.0%+46.3%0.000%
10/2/2026Private Client Services LLC2,566$216K0.1%N/A0.001%
10/2/2026Versant Capital Management Inc950$80K0.0%+490.1%0.000%
10/1/2026 Burkett Financial Services LLC500$42K0.0%N/A0.000%
10/1/2026 Doliver Advisors LP9,602$807K0.2%+2.1%0.004%
10/1/2026 Confluence Investment Management LLC17,899$1.51M0.0%+56.8%0.008%
9/29/2026Cim Investment Management Inc.3,740$341K0.1%+7.4%0.002%
9/23/2026QRG Capital Management Inc.10,361$945K0.0%+1.2%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.7,458$680K0.0%-4.7%0.003%
9/9/2026Core Capital Management & Research inc.56,236$5.41M2.8%N/A0.024%
9/9/2026Sequoia Financial Advisors LLC6,872$627K0.0%+21.8%0.003%
9/9/2026Tidal Investments LLC144,285$13.16M0.0%-40.0%0.062%
9/9/2026MCF Advisors LLC536$49K0.0%N/A0.000%
9/9/2026National Pension Service243,895$22.24M0.0%-57.1%0.105%
9/9/2026Cidel Asset Management Inc.8,054$734K0.0%+2.4%0.003%
9/9/2026Integrated Wealth Concepts LLC6,695$611K0.0%-43.4%0.003%
9/9/2026NewEdge Advisors LLC35,673$3.25M0.0%+336.0%0.015%
9/9/2026Baird Financial Group Inc.2,505$228K0.0%N/A0.001%
9/8/2026Allworth Financial LP4,999$456K0.0%-15.4%0.002%
9/8/2026Arizona State Retirement System68,925$6.29M0.0%+6.5%0.030%
9/8/2026West Family Investments Inc.56,290$5.13M1.4%+12.6%0.024%
9/8/2026Waverly Advisors LLC5,231$477K0.0%+15.7%0.002%
9/8/2026Murphy Pohlad Asset Management LLC22,783$2.08M0.7%-2.9%0.010%
9/8/2026Nykredit A S23,592$2.15M0.0%N/A0.010%
9/4/2026Parkside Financial Bank & Trust283$26K0.0%-33.9%0.000%
8/27/2026Corient Private Wealth LP23,988$2.19M0.0%+33.1%0.010%
8/26/2026Amundi1,006,632$91.80M0.0%+5.7%0.435%
8/26/2026HighTower Advisors LLC27,193$2.48M0.0%-35.0%0.012%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al261,100$23.81M0.1%N/A0.113%
8/23/2026Readystate Asset Management LP113,091$10.31M0.4%N/A0.049%
8/23/2026Wedmont Private Capital5,547$484K0.0%-2.1%0.002%
8/23/2026HB Wealth Management LLC8,478$773K0.0%+6.1%0.004%
8/23/2026Saudi Central Bank16,828$1.54M0.0%+91.4%0.007%
8/22/2026Compass Financial Management LLC482$45K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd7,580$691K0.2%N/A0.003%
8/22/2026denkapparat Operations GmbH9,480$864K0.3%N/A0.004%
8/22/2026TD Waterhouse Canada Inc.3,472$311K0.0%-86.7%0.001%
8/22/2026NEOS Investment Management LLC39,707$3.62M0.0%+16.3%0.017%
8/21/2026Continuum Advisory LLC68,903$6.28M0.5%N/A0.030%
8/21/2026Nykredit A S23,592$2.15M0.0%N/A0.010%
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8/21/2026Independence Bank of Kentucky6,595$601K0.1%-13.6%0.003%
8/21/2026Legacy Financial Advisors Inc.2,359$215K0.0%+28.0%0.001%
8/20/2026Proficio Capital Partners LLC2,226$203K0.0%N/A0.001%
8/20/2026Headlands Technologies LLC16,052$1.46M0.2%+112.9%0.007%
8/20/2026Susquehanna Advisors Group Inc.39,866$3.64M0.1%-44.6%0.017%
8/20/2026Northwestern Mutual Wealth Management Co.5,377$490K0.0%+2.0%0.002%
8/20/2026Wedbush Securities Inc.3,374$308K0.0%N/A0.001%
8/20/2026Hennessy Advisors Inc.7,456$680K0.0%-8.0%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,677,536$244.17M0.0%-3.4%1.157%
8/19/2026New Mexico Educational Retirement Board11,800$1.08M0.0%+8.3%0.005%
8/19/2026Royal London Asset Management Ltd.95,383$8.70M0.0%-2.0%0.041%
8/19/2026Toth Financial Advisory Corp1,346$123K0.0%-38.0%0.001%
8/19/2026Mufg Securities Americas Inc.7,206$657K0.0%+9.3%0.003%
8/19/2026Van ECK Associates Corp716,674$65.35M0.0%+201.1%0.310%
8/19/2026Nissay Asset Management Corp Japan32,326$2.95M0.0%+5.6%0.014%
8/19/2026Hsbc Holdings PLC1,107,812$101.09M0.0%+17.7%0.479%
8/19/2026Wellington Management Group LLP375,816$34.27M0.0%-14.6%0.162%
8/18/2026Beacon Pointe Advisors LLC10,382$947K0.0%N/A0.004%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt1,700$155K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.39,196$3.43M0.0%N/A0.017%
8/18/2026Empowered Funds LLC340,931$31.09M0.2%N/A0.147%
8/18/2026United Capital Financial Advisors LLC2,468$225K0.0%N/A0.001%
8/18/2026Caitlin John LLC731$67K0.0%N/A0.000%
8/18/2026Harvey Capital Management Inc.46,033$4.20M0.9%N/A0.020%
8/18/2026Public Employees Retirement System of Ohio77,635$7.08M0.0%N/A0.034%
8/17/2026Proficio Capital Partners LLC2,226$203K0.0%N/A0.001%
8/17/2026Transamerica Financial Advisors LLC683$62K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP14,540$1.33M0.0%N/A0.006%
8/17/2026Palo Duro Investment Partners LP439,476$40.08M7.7%N/A0.190%
8/17/2026Pingora Partners LLC500$46K0.0%N/A0.000%
8/17/2026Bank of America Corp DE1,654,743$150.90M0.0%N/A0.715%
8/15/2026Freestone Grove Partners LP269,312$24.56M0.2%N/A0.116%
8/15/2026Odyssean LLC4,803$438K0.1%N/A0.002%
8/15/2026Man Group plc1,625,479$148.23M0.2%N/A0.702%
8/15/2026First Bancorp Inc ME501$46K0.0%N/A0.000%
8/15/2026Polar Asset Management Partners Inc.2,380$217K0.0%N/A0.001%
8/15/2026Jupiter Topco LLC428,603$39.08M0.0%N/A0.185%
8/14/2026Hsbc Holdings PLC1,107,812$101.09M0.0%N/A0.479%
8/14/2026Primecap Management Co. CA325,447$29.68M0.0%N/A0.141%
8/14/2026Canada Pension Plan Investment Board71,801$6.55M0.0%N/A0.031%
8/14/2026Manatuck Hill Partners LLC5,000$456K0.2%N/A0.002%
8/14/2026Castleark Management LLC61,230$5.58M0.2%N/A0.026%
8/14/2026Nicholas Investment Partners LP41,000$3.74M0.2%N/A0.018%
8/14/2026SIR Capital Management L.P.234,043$21.34M2.5%N/A0.101%
8/14/2026Legal & General Group Plc1,042,312$95.05M0.0%N/A0.450%
8/14/2026The Manufacturers Life Insurance Company245,914$22.42M0.0%N/A0.106%
8/14/2026Brigade Capital Management LP105,871$9.65M1.8%N/A0.046%
8/14/2026Hyperion Capital Advisors LP3,300$301K0.1%N/A0.001%
8/14/2026Algert Global LLC43,074$3.93M0.0%N/A0.019%
8/13/2026Cibc World Market Inc.49,598$4.52M0.0%N/A0.021%
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8/13/2026OMERS ADMINISTRATION Corp14,372$1.31M0.0%N/A0.006%
8/13/2026Sanctuary Advisors LLC34,476$3.14M0.0%N/A0.015%
8/13/2026RR Advisors LLC70,068$6.39M1.8%N/A0.030%
8/13/2026Solstein Capital LLC1,245$114K0.0%N/A0.001%
8/13/2026Meiji Yasuda Asset Management Co Ltd.6,758$616K0.0%N/A0.003%
8/13/2026Pinnacle Holdings LLC806$73K0.0%N/A0.000%
8/13/2026Clear Harbor Asset Management LLC34,269$3.13M0.2%N/A0.015%
8/13/2026Bank of Nova Scotia19,970$1.82M0.0%N/A0.009%
8/12/2026Compass Financial Management LLC482$45K0.0%N/A0.000%
8/12/2026Elevation Point Wealth Partners LLC39,198$3.57M0.1%N/A0.017%


EXE Institutional Ownership - Frequently Asked Questions

During the previous two years, 878 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), BlackRock Inc. ($1.78B), State Street Corp ($1.45B), Price T Rowe Associates Inc. MD ($1.07B), Geode Capital Management LLC ($706.04M), and Oaktree Capital Management LP ($574.97M).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 823 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), 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), T. Rowe Price Investment Management Inc. ($6.30M), and Wellington Management Group LLP ($5.61M).

Institutional investors have bought a total of 94,755,507 shares in the last 24 months. This purchase volume represents approximately $9.63B in transactions.

Of the 276 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 27,691,547 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 10/2/2026. New 13F filings are added each quarter as they're published.
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