Institutional Ownership Exponent Inc (EXPO)
This table provides information about the institutional ownership of Exponent Inc (EXPO). We have compiled data on the 406 institutions that hold shares in the stock, with a total of 47.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
62
shares
|
$4,336
0.0% of portfolio
|
Q3 2025
Reduced 34.74%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
60
shares
|
$4,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
58
shares
|
$4,056
0.0% of portfolio
|
Q3 2025
Reduced 76.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
56
shares
|
$3,916
0.0% of portfolio
|
Q3 2025
Added 700.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
53
shares
|
$3,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
53
shares
|
$3,706
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$3,077
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
41
shares
|
$2,867
0.0% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
40
shares
|
$2,797
0.0% of portfolio
|
Q1 2025
Added 135.29%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
40
shares
|
$2,797
0.0% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39
shares
|
$2,727
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
35
shares
|
$2,447
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
35
shares
|
$2,447
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
34
shares
|
$2,377
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
34
shares
|
$2,377
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
34
shares
|
$2,377
0.0% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
33
shares
|
$2,308
0.0% of portfolio
|
Q4 2025
Added 1000.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
33
shares
|
$2,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
32
shares
|
$2,238
0.0% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
29
shares
|
$2,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
28
shares
|
$1,958
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
26
shares
|
$1,818
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
24
shares
|
$1,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
23
shares
|
$1,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
20
shares
|
$1,398
0.0% of portfolio
|
Q3 2025
New holding
|
|