Expand Energy — Institutional Ownership
Which tracked institutions hold EXE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
46
Funds holding
$6111522407
Total value held
Buying
27 added/new · 18 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1778003931 | 19497795 | +860316 | +4.62% |
| 2 | State Street Corp | $1424314210 | 15619193 | +1124635 | +7.76% |
| 3 | Invesco Ltd. | $552684351 | 6060800 | +6060800 | NEW BUY |
| 4 | Royal Bank Of Canada | $298710000 | 3275693 | +2861766 | +691.37% |
| 5 | Morgan Stanley | $296981309 | 3256729 | -58844 | -1.77% |
| 6 | Bank Of New York Mellon Corp | $267108713 | 2929145 | -1569760 | -34.89% |
| 7 | Goldman Sachs Group Inc | $248056281 | 2720214 | +94623 | +3.60% |
| 8 | Ubs Group Ag | $217482405 | 2384937 | +2384937 | NEW BUY |
| 9 | Northern Trust Corp | $184670694 | 2025120 | +66254 | +3.38% |
| 10 | Bank Of America Corp /De/ | $150896004 | 1654743 | -266355 | -13.86% |
| 11 | Ameriprise Financial Inc | $126446142 | 1408840 | +1408840 | NEW BUY |
| 12 | Prudential Financial Inc | $91009444 | 998020 | -1391 | -0.14% |
| 13 | Jpmorgan Chase & Co | $85178791 | 973027 | +401150 | +70.15% |
| 14 | Nomura Holdings Inc | $48957266 | 536871 | -88061 | -14.09% |
| 15 | Principal Financial Group Inc | $43398294 | 475903 | -505622 | -51.51% |
| 16 | Janus Henderson Group Plc | $42956807 | 391303 | +391303 | NEW BUY |
| 17 | Raymond James Financial Inc | $40567110 | 444863 | -45425 | -9.26% |
| 18 | Barclays Plc | $34804762 | 381673 | -815884 | -68.13% |
| 19 | Citigroup Inc | $34627031 | 379724 | -73969 | -16.30% |
| 20 | Toronto Dominion Bank | $29856508 | 327410 | +233624 | +249.10% |
| 21 | Bank Of Montreal /Can/ | $20148158 | 220947 | +139 | +0.06% |
| 22 | Sei Investments Co | $19114976 | 209618 | -42366 | -16.81% |
| 23 | Wells Fargo & Company/Mn | $18979809 | 208135 | -452547 | -68.50% |
| 24 | Franklin Resources Inc | $14329524 | 157139 | +89519 | +132.39% |
| 25 | Ing Groep Nv | $9826270 | 107756 | +107756 | NEW BUY |
| 26 | Adams Natural Resources Fund, Inc. | $8070315 | 88500 | +88500 | NEW BUY |
| 27 | Stifel Financial Corp | $7844415 | 86022 | +86022 | NEW BUY |
| 28 | Fifth Third Bancorp | $5549779 | 60860 | +4106 | +7.23% |
| 29 | Bank Of Nova Scotia | $1821064 | 19970 | -18606 | -48.23% |
| 30 | Pnc Financial Services Group, Inc. | $1619964 | 17765 | +1736 | +10.83% |
| 31 | Us Bancorp \De\ | $1281313 | 14051 | -554 | -3.79% |
| 32 | Westwood Holdings Group Inc | $1184649 | 12991 | +3384 | +35.22% |
| 33 | M&T Bank Corp | $906162 | 9947 | -752 | -7.03% |
| 34 | Banco Bilbao Vizcaya Argentaria, S.A. | $687080 | 7519 | -1135 | -13.12% |
| 35 | Hennessy Advisors Inc | $679913 | 7456 | +7456 | NEW BUY |
| 36 | Citizens Financial Group Inc/Ri | $655947 | 7193 | +3003 | +71.67% |
| 37 | Federated Hermes, Inc. | $634683 | 6960 | +6960 | NEW BUY |
| 38 | Truist Financial Corp | $574046 | 6295 | +649 | +11.49% |
| 39 | Cullen/Frost Bankers, Inc. | $281003 | 3082 | +3082 | NEW BUY |
| 40 | Allstate Corp | $270014 | 2961 | -15410 | -83.88% |
| 41 | Nicolet Bankshares Inc | $257977 | 2829 | -5580 | -66.36% |
| 42 | First Bancorp, Inc /Me/ | $45686 | 501 | +501 | NEW BUY |
| 43 | Atlantic Union Bankshares Corp | $21338 | 234 | — | Held |
| 44 | Zions Bancorporation, National Association /Ut/ | $19788 | 217 | +217 | NEW BUY |
| 45 | Peoples Financial Services Corp. | $6383 | 70 | -16 | -18.60% |
| 46 | Southstate Bank Corp | $2098 | 23 | +23 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.