Institutional Ownership Exponent Inc (EXPO)
This table provides information about the institutional ownership of Exponent Inc (EXPO). We have compiled data on the 417 institutions that hold shares in the stock, with a total of 49.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
120
shares
|
$8,359
0.01% of portfolio
|
Q1 2025
New holding
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
110
shares
|
$7,662
0.0% of portfolio
|
Q1 2021
New holding
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
106
shares
|
$7,383
0.0% of portfolio
|
Q2 2025
Reduced 75.91%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
105
shares
|
$7,314
0.0% of portfolio
|
Q2 2025
Reduced 64.41%
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
105
shares
|
$7,314
0.0% of portfolio
|
Q2 2025
Reduced 64.04%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
101
shares
|
$7,035
0.0% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$6,966
0.0% of portfolio
|
Q2 2025
Added 28.21%
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
95
shares
|
$6,617
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
95
shares
|
$6,617
0.0% of portfolio
|
Q2 2025
Reduced 58.7%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
93
shares
|
$6,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
90
shares
|
$6,269
0.0% of portfolio
|
Q2 2025
Added 26.76%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
73
shares
|
$5,085
0.0% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
67
shares
|
$4,667
0.0% of portfolio
|
Q3 2023
New holding
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
56
shares
|
$3,900
0.0% of portfolio
|
Q2 2025
Added 69.7%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
53
shares
|
$3,691
0.0% of portfolio
|
Q2 2025
Added 65.63%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
53
shares
|
$3,691
0.0% of portfolio
|
Q3 2021
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
47
shares
|
$3,274
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$3,065
0.0% of portfolio
|
Q3 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
41
shares
|
$2,856
0.0% of portfolio
|
Q2 2025
Added 5.13%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
40
shares
|
$2,786
0.0% of portfolio
|
Q2 2025
Added 81.82%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
40
shares
|
$2,786
0.0% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
40
shares
|
$2,786
0.0% of portfolio
|
Q1 2025
Added 135.29%
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
39
shares
|
$2,716
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
38
shares
|
$2,647
0.0% of portfolio
|
Q2 2025
Reduced 48.65%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
34
shares
|
$2,368
0.0% of portfolio
|
Q2 2023
New holding
|