Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EXE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.6M | $2.05B | +2.5% | 7.753% | 0.04% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 15.5M | $1.71B | β | 6.467% | 0.04% |
| 3 | STATE STREET CORP | 14.5M | $1.59B | +10.2% | 6.029% | 0.05% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.4M | $1.25B | β | 4.724% | 0.07% |
| 5 | Capital Research Global Investors | 6.8M | $746.4M | -68.0% | 2.828% | 0.12% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 6.6M | $724.4M | +3.1% | 2.755% | 0.05% |
| 7 | Capital World Investors | 6.2M | $681.9M | β | 2.584% | 0.09% |
| 8 | OAKTREE CAPITAL MANAGEMENT LP | 5.2M | $575.0M | +3.5% | 2.179% | 10.03% |
| 9 | Invesco Ltd. | 4.9M | $540.0M | +20.1% | 2.046% | 0.08% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 4.8M | $522.6M | +44.9% | 1.980% | 0.33% |
| 11 | Bank of New York Mellon Corp | 4.5M | $493.9M | +94.7% | 1.871% | 0.09% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 3.9M | $423.1M | +380.4% | 1.603% | 0.19% |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.7M | $409.0M | -3.2% | 1.550% | 0.14% |
| 14 | MORGAN STANLEY | 3.3M | $364.0M | +4.2% | 1.379% | 0.02% |
| 15 | CIBC Bancorp USA Inc. | 2.8M | $306.7M | β | 1.162% | 0.41% |
| 16 | UBS ASSET MANAGEMENT AMERICAS INC | 2.8M | $304.2M | +2.1% | 1.153% | 0.06% |
| 17 | Qube Research & Technologies Ltd | 2.7M | $291.6M | +191.5% | 1.105% | 0.34% |
| 18 | GOLDMAN SACHS GROUP INC | 2.6M | $288.2M | +33.2% | 1.092% | 0.03% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $270.8M | +7.2% | 1.026% | 0.06% |
| 20 | DISCIPLINED GROWTH INVESTORS INC /MN | 2.4M | $260.5M | -6.9% | 0.987% | 5.33% |
| 21 | FMR LLC | 2.0M | $223.8M | -5.2% | 0.848% | 0.01% |
| 22 | Glendon Capital Management LP | 2.0M | $221.6M | +0.6% | 0.840% | 27.52% |
| 23 | NORTHERN TRUST CORP | 2.0M | $215.0M | +0.1% | 0.815% | 0.03% |
| 24 | VOYA INVESTMENT MANAGEMENT LLC | 1.9M | $211.5M | +16.6% | 0.803% | 0.22% |
| 25 | BANK OF AMERICA CORP /DE/ | 1.9M | $210.9M | +9.9% | 0.799% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EXE β a direct measure of their conviction.
Filings activity in EXE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EXE position in Q1 2026
Institutions that fully closed their EXE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 874 | +2.3% | 107.91% | 5.81 pp | $23.03B | 5.1% |
| Q4 2025 | 854 | +15% | 113.72% | +7.69 pp | $24.27B | +7.3% |
| Q3 2025 | 740 | 7.2% | 106.03% | 1.65 pp | $22.63B | 1.5% |
| Q2 2025 | 797 | +12% | 107.68% | +3.22 pp | $22.98B | +3.1% |
| Q1 2025 | 714 | +15% | 104.46% | +12.62 pp | $22.29B | +14% |
| Q4 2024 | 621 | +39% | 91.84% | +37.19 pp | $19.60B | +68% |
| Q3 2024 | 446 | 2.0% | 54.65% | +9.45 pp | $11.66B | +21% |
| Q2 2024 | 455 | β | 45.20% | β | $9.65B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Wichterich Michael | Buy | 1K | $88.90 | $89K |
| Jun 4, 2026 | Teunissen Marcel | Buy | 2K | $92.88 | $186K |
| Jun 4, 2026 | Wichterich Michael | Buy | 1K | $93.36 | $93K |
| May 7, 2026 | Teunissen Marcel | Buy | 2K | $96.43 | $193K |
Quick answers to the most common questions about buying EXE stock.
Based on Q1 2026 13F filings, institutional ownership of Expand Energy Corporation stands at 107.9%, held across 874 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EXE, with approximately 18,637,479 shares worth $2.05B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of EXE.
Our composite Smart Money Score for EXE is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
167 institutions opened new positions in EXE during Q1 2026, while 147 fully exited. 351 added to existing positions and 347 trimmed.
EXE institutional ownership fell by 5.81 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 45.1% of all reported 13F value in EXE, and the top 25 account for 64.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Expand Energy Corporation (EXE) Institutional Ownership