EXE Institutional Holdings
Expand Energy · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $3.4B
VANGUARD PORTFOLIO MANAGEMENT LLC $1.2B
CIBC Bancorp USA Inc. $307M
HSBC HOLDINGS PLC $182M
VANGUARD FIDUCIARY TRUST CO $147M
↑ Increased (5)
Capital World Investors +296566.7%
CWM, LLC +243897.6%
Daiwa Securities Group Inc. +144294.9%
IFM Investors Pty Ltd +95995.8%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +86785.4%
↓ Decreased (5)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO -99.9%
JENNISON ASSOCIATES LLC -99.6%
BOKF, NA -97.2%
LMR Partners LLP -97.0%
HHM Wealth Advisors, LLC -95.0%
↓ Exited Positions (5)
VANGUARD GROUP INC $3.1B
CIBC Private Wealth Group LLC $228M
59 North Capital Management, LP $203M
Dragoneer Investment Group, LLC $146M
Ninepoint Partners LP $88M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 31.1M | $3.4B |
| 2 | BlackRock, Inc. | 18.6M | $2.0B |
| 3 | OAKTREE CAPITAL MANAGEMENT LP | 15.7M | $1.7B |
| 4 | STATE STREET CORP | 14.5M | $1.6B |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.4M | $1.2B |
| 6 | MORGAN STANLEY | 9.6M | $1.0B |
| 7 | Capital Research Global Investors | 6.8M | $746M |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 6.6M | $724M |
| 9 | Capital World Investors | 6.2M | $682M |
| 10 | Invesco Ltd. | 4.9M | $540M |
| 11 | VICTORY CAPITAL MANAGEMENT INC | 4.8M | $523M |
| 12 | Bank of New York Mellon Corp | 4.5M | $494M |
| 13 | BARCLAYS PLC | 4.9M | $460M |
| 14 | GOLDMAN SACHS GROUP INC | 4.2M | $457M |
| 15 | AQR CAPITAL MANAGEMENT LLC | 3.9M | $423M |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.7M | $409M |
| 17 | CIBC Bancorp USA Inc. | 2.8M | $307M |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.8M | $304M |
| 19 | Qube Research & Technologies Ltd | 2.7M | $292M |
| 20 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $271M |
| 21 | DISCIPLINED GROWTH INVESTORS INC /MN | 2.4M | $261M |
| 22 | FMR LLC | 2.0M | $224M |
| 23 | Glendon Capital Management LP | 2.0M | $222M |
| 24 | NORTHERN TRUST CORP | 2.0M | $215M |
| 25 | VOYA INVESTMENT MANAGEMENT LLC | 1.9M | $211M |
| 26 | BANK OF AMERICA CORP /DE/ | 1.9M | $211M |
| 27 | Phoenix Financial Ltd. | 1.8M | $197M |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | $189M |
| 29 | HSBC HOLDINGS PLC | 1.7M | $182M |
| 30 | MILLENNIUM MANAGEMENT LLC | 1.7M | $182M |
| 31 | Point72 Asset Management, L.P. | 1.5M | $167M |
| 32 | CITADEL ADVISORS LLC | 1.5M | $165M |
| 33 | Altshuler Shaham Ltd | 1.5M | $162M |
| 34 | UBS Group AG | 1.4M | $150M |
| 35 | AMERIPRISE FINANCIAL INC | 1.4M | $149M |
| 36 | VANGUARD FIDUCIARY TRUST CO | 1.3M | $147M |
| 37 | AMERICAN CENTURY COMPANIES INC | 1.2M | $131M |
| 38 | Man Group plc | 1.2M | $128M |
| 39 | Canoe Financial LP | 1.1M | $121M |
| 40 | Legal & General Group Plc | 1.1M | $116M |
| 41 | DEUTSCHE BANK AG\ | 1.0M | $112M |
| 42 | PRUDENTIAL FINANCIAL INC | 999K | $110M |
| 43 | LOS ANGELES CAPITAL MANAGEMENT LLC | 985K | $108M |
| 44 | PRINCIPAL FINANCIAL GROUP INC | 982K | $108M |
| 45 | Pacer Advisors, Inc. | 1.6M | $107M |
| 46 | Amundi | 952K | $105M |
| 47 | Rokos Capital Management LLP | 863K | $95M |
| 48 | Artemis Investment Management LLP | 848K | $93M |
| 49 | Kopernik Global Investors, LLC | 814K | $89M |
| 50 | JANUS HENDERSON GROUP PLC | 783K | $86M |
| 51 | FIRST TRUST ADVISORS LP | 776K | $85M |
| 52 | Stephens Investment Management Group LLC | 759K | $83M |
| 53 | Sagefield Capital LP | 748K | $82M |
| 54 | NEUBERGER BERMAN GROUP LLC | 729K | $80M |
| 55 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 717K | $79M |
| 56 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 708K | $78M |
| 57 | Swiss National Bank | 699K | $77M |
| 58 | D. E. Shaw & Co., Inc. | 698K | $77M |
| 59 | WELLS FARGO & COMPANY/MN | 661K | $73M |
| 60 | Balyasny Asset Management L.P. | 656K | $72M |
| 61 | Nuveen, LLC | 618K | $68M |
| 62 | Mitsubishi UFJ Asset Management Co., Ltd. | 610K | $67M |
| 63 | JPMORGAN CHASE & CO | 572K | $64M |
| 64 | National Pension Service | 569K | $62M |
| 65 | Vanguard Global Advisers, LLC | 523K | $57M |
| 66 | Bank Julius Baer & Co. Ltd, Zurich | 517K | $57M |
| 67 | Sumitomo Mitsui Trust Group, Inc. | 507K | $56M |
| 68 | BNP PARIBAS FINANCIAL MARKETS | 504K | $55M |
| 69 | Clearbridge Investments, LLC | 503K | $55M |
| 70 | RAYMOND JAMES FINANCIAL INC | 490K | $54M |
| 71 | DANSKE BANK A/S | 587K | $52M |
| 72 | MARSHALL WACE, LLP | 468K | $51M |
| 73 | JANE STREET GROUP, LLC | 449K | $49M |
| 74 | Squarepoint Ops LLC | 444K | $49M |
| 75 | VANGUARD ASSET MANAGEMENT, Ltd | 441K | $48M |
| 76 | WELLINGTON MANAGEMENT GROUP LLP | 440K | $48M |
| 77 | Gemsstock Ltd. | 438K | $48M |
| 78 | Merewether Investment Management, LP | 432K | $47M |
| 79 | Retirement Systems of Alabama | 424K | $47M |
| 80 | California Public Employees Retirement System | 424K | $46M |
| 81 | RHUMBLINE ADVISERS | 420K | $46M |
| 82 | ROYAL BANK OF CANADA | 414K | $45M |
| 83 | SIR Capital Management, L.P. | 411K | $45M |
| 84 | SCHWARTZ INVESTMENT COUNSEL INC | 411K | $45M |
| 85 | Gotham Asset Management, LLC | 410K | $45M |
| 86 | TUDOR INVESTMENT CORP ET AL | 409K | $45M |
| 87 | Freestone Grove Partners LP | 393K | $43M |
| 88 | WORLDQUANT MILLENNIUM ADVISORS LLC | 386K | $42M |
| 89 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 375K | $41M |
| 90 | DEPRINCE RACE & ZOLLO INC | 373K | $41M |
| 91 | HITE Hedge Asset Management LLC | 351K | $39M |
| 92 | MACKENZIE FINANCIAL CORP | 349K | $38M |
| 93 | GREAT LAKES ADVISORS, LLC | 347K | $38M |
| 94 | Zurcher Kantonalbank (Zurich Cantonalbank) | 344K | $38M |
| 95 | CLOUGH CAPITAL PARTNERS L P | 341K | $37M |
| 96 | PRIMECAP MANAGEMENT CO/CA/ | 331K | $36M |
| 97 | Russell Investments Group, Ltd. | 330K | $36M |
| 98 | PINEBRIDGE INVESTMENTS LLC | 329K | $36M |
| 99 | RENAISSANCE TECHNOLOGIES LLC | 326K | $36M |
| 100 | Erste Asset Management GmbH | 321K | $36M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09