Crescent Energy Co
CRGY- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001866175
No open-market purchases or sales by Crescent Energy Co insiders were filed in the last 90 days; 363 institutions reported holding it in 13F filings for Q2 2026, worth $2.94B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Crescent Energy Co as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 92
- +5 vs. Q4 2021
- Shares held
- 16.7M
- +966.0K (+6.2%) vs. Q4 2021
- Total value
- $289.0M
- +$86.5M (+42.7%) vs. Q4 2021
- New holders
- 23
- 26 more added
- Sold out
- 18
- 20 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRGY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 363 | $2.94B |
| Q1 2026 | 361 | $4.08B |
| Q4 2025 | 350 | $2.38B |
| Q3 2025 | 312 | $1.81B |
| Q2 2025 | 275 | $1.74B |
| Q1 2025 | 292 | $1.96B |
| Q4 2024 | 275 | $2.62B |
| Q3 2024 | 235 | $1.45B |
| Q2 2024 | 212 | $1.12B |
| Q1 2024 | 191 | $893.0M |
| Q4 2023 | 166 | $764.3M |
| Q3 2023 | 168 | $639.6M |
| Q2 2023 | 151 | $273.1M |
| Q1 2023 | 142 | $290.7M |
| Q4 2022 | 134 | $303.4M |
| Q3 2022 | 135 | $320.9M |
| Q2 2022 | 111 | $229.8M |
| Q1 2022 | 92 | $289.0M |
| Q4 2021 | 87 | $202.5M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 8 | $0 | 0.00% | +8 | New |
| Advisor Group Holdings, Inc. | 34 | $1.00K | 0.00% | −893−96.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 131 | $2.00K | 0.00% | +131 | New |
| Tevis Investment Management | 190 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $6.00K | 0.00% | +400 | New |
| Steward Partners Investment Advisory, LLC | 540 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 791 | $14.0K | 0.00% | −3,643−82.2% | Reduced |
| Lee Financial Co | 800 | $14.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 977 | $17.0K | 0.00% | +977 | New |
| Cutler Group LP | 1,773 | $30.0K | 0.00% | +1,773 | New |
| Royal Bank of Canada | 1,806 | $31.0K | 0.00% | −4,955−73.3% | Reduced |
| Ancora Advisors, LLC | 2,000 | $35.0K | 0.00% | +2,000 | New |
| Future Financial Wealth Managment LLC | 2,000 | $35.0K | 0.03% | +2,000 | New |
| Ameritas Investment Partners, Inc. | 2,320 | $40.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,307 | $40.0K | 0.00% | −6,371−73.4% | Reduced |
| Whittier Trust Co | 2,500 | $43.0K | 0.00% | +2,500 | New |
| Rockefeller Capital Management L.P. | 2,616 | $45.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,755 | $82.0K | 0.00% | −4,346−47.8% | Reduced |
| Amalgamated Bank | 4,798 | $83.0K | 0.00% | +4,798 | New |
| Amalgamated Financial Corp. | 4,798 | $83.0K | 0.00% | +4,798 | New |
| STRS Ohio | 6,800 | $117.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,226 | $125.0K | 0.00% | +7,226 | New |
| SG Americas Securities, LLC | 9,051 | $157.0K | 0.00% | +9,051 | New |
| Salem Investment Counselors Inc | 10,000 | $173.0K | 0.01% | +10,000 | New |
| HWG Holdings LP | 10,556 | $183.0K | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 11,912 | $206.0K | 0.00% | −208−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,000 | $208.0K | 0.07% | +12,000 | New |
| Los Angeles Capital Management LLC | 12,209 | $212.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 12,500 | $217.0K | 0.07% | +12,500 | New |
| Graham Capital Management, L.P. | 13,004 | $225.0K | 0.01% | +13,004 | New |
| Virginia Retirement Systems Et Al | 13,485 | $234.0K | 0.00% | +13,485 | New |
| Price T Rowe Associates Inc | 13,839 | $240.0K | 0.00% | +915+7.1% | Added |
| Equitable Trust Co | 14,083 | $244.0K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 14,486 | $251.2K | 0.00% | −1,468−9.2% | Reduced |
| American International Group, Inc. | 14,585 | $253.0K | 0.00% | −1,027−6.6% | Reduced |
| Legal & General Group Plc | 14,768 | $256.0K | 0.00% | +65+0.4% | Added |
| Wells Fargo & Company | 15,322 | $266.0K | 0.00% | −3,341−17.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,249 | $282.0K | 0.00% | +16,249 | New |
| MetLife Investment Management | 18,734 | $324.8K | 0.00% | +6,371+51.5% | Added |
| Emfo, LLC | 19,620 | $340.0K | 0.31% | +14,285+267.8% | Added |
| Citigroup Inc | 19,641 | $341.0K | 0.00% | −152−0.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20,955 | $363.0K | 0.07% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 22,444 | $389.0K | 0.00% | −35,550−61.3% | Reduced |
| New York State Common Retirement Fund | 22,645 | $393.0K | 0.00% | +65+0.3% | Added |
| MAI Capital Management | 24,660 | $428.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,650 | $514.0K | 0.01% | +29,650 | New |
| Cubist Systematic Strategies, LLC | 30,143 | $523.0K | 0.00% | +3,085+11.4% | Added |
| Barclays PLC | 31,506 | $547.0K | 0.00% | +31,506 | New |
| California State Teachers Retirement System | 31,613 | $548.0K | 0.00% | −3,285−9.4% | Reduced |
| JPMorgan Chase & Co | 31,948 | $554.0K | 0.00% | −50,780−61.4% | Reduced |
| UBS Group AG | 32,154 | $557.0K | 0.00% | +128+0.4% | Added |
| MorganRosel Wealth Management, LLC | 33,064 | $573.0K | 0.28% | +33,064 | New |
| U.S. Capital Wealth Advisors, LLC | 38,000 | $659.0K | 0.02% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 41,395 | $718.0K | 0.06% | 00.0% | Unchanged |
| Credit Suisse AG | 41,937 | $726.0K | 0.00% | +2,855+7.3% | Added |
| Account Management LLC | 43,600 | $756.0K | 0.74% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 44,997 | $780.0K | 0.31% | +7,030+18.5% | Added |
| Rafferty Asset Management, LLC | 45,046 | $781.0K | 0.00% | −16,299−26.6% | Reduced |
| Swiss National Bank | 52,380 | $908.0K | 0.00% | +4,100+8.5% | Added |
| CFM Wealth Partners LLC | 52,594 | $912.0K | 0.22% | 00.0% | Unchanged |
| Bank of America Corp | 53,134 | $921.0K | 0.00% | +39,219+281.8% | Added |
| Welch Group, LLC | 53,227 | $923.0K | 0.05% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 54,482 | $945.0K | 0.01% | +54,482 | New |
| Rhumbline Advisers | 59,591 | $1.03M | 0.00% | +31,165+109.6% | Added |
| Davenport & Co LLC | 61,000 | $1.06M | 0.01% | +2,200+3.7% | Added |
| Mraz, Amerine & Associates, Inc. | 75,753 | $1.31M | 0.31% | +75,753 | New |
| Charles Schwab Investment Management Inc | 75,982 | $1.32M | 0.00% | +1,945+2.6% | Added |
| Disciplined Investments, LLC | 78,482 | $1.36M | 0.57% | +77,835+12,030.1% | Added |
| Bank of New York Mellon Corp | 89,982 | $1.56M | 0.00% | +516+0.6% | Added |
| Sunbelt Securities, Inc. | 89,200 | $1.56M | 0.29% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 107,840 | $1.87M | 0.00% | −3,326−3.0% | Reduced |
| Nuveen Asset Management, LLC | 108,213 | $1.88M | 0.00% | +25,515+30.9% | Added |
| Creative Planning | 119,279 | $2.07M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 133,357 | $2.31M | 0.00% | −13,473−9.2% | Reduced |
| Cetera Advisor Networks LLC | 141,658 | $2.46M | 0.03% | +7,296+5.4% | Added |
| Dimensional Fund Advisors LP | 142,274 | $2.47M | 0.00% | −1,956−1.4% | Reduced |
| RR Advisors, LLC | 187,000 | $3.24M | 0.56% | 00.0% | Unchanged |
| First Trust Advisors LP | 196,604 | $3.41M | 0.00% | +118,330+151.2% | Added |
| Citadel Advisors LLC | 244,301 | $4.24M | 0.00% | +96,948+65.8% | Added |
| Northern Trust Corp | 271,139 | $4.70M | 0.00% | −12,055−4.3% | Reduced |
| Morgan Stanley | 354,802 | $6.15M | 0.00% | +56,584+19.0% | Added |
| Captrust Financial Advisors | 387,166 | $6.71M | 0.04% | +66,484+20.7% | Added |
| Pointe Capital Management LLC | 387,843 | $6.72M | 4.30% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 469,866 | $8.15M | 0.00% | +3,651+0.8% | Added |
| Deutsche Bank AG | 799,824 | $13.9M | 0.01% | −2,387−0.3% | Reduced |
| State Street Corp | 1,098,549 | $19.0M | 0.00% | +152,945+16.2% | Added |
| Vanguard Group Inc | 1,445,604 | $25.1M | 0.00% | +201,721+16.2% | Added |
| King Luther Capital Management Corp | 1,707,532 | $29.6M | 0.14% | +120,932+7.6% | Added |
| BlackRock Inc. | 1,924,919 | $33.4M | 0.00% | −19,080−1.0% | Reduced |
| Goff John C | 4,759,176 | $82.5M | 76.57% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −60,597−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,433−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,252−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,963−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −16,920−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,069−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −15,492−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,806−100.0% | Sold out |