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, Q3 2022
Institutional positions in Crescent Energy Co as of Sep 30, 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
- 135
- +24 vs. Q2 2022
- Shares held
- 23.9M
- +5.39M (+29.1%) vs. Q2 2022
- Total value
- $320.9M
- +$91.1M (+39.6%) vs. Q2 2022
- New holders
- 36
- 54 more added
- Sold out
- 12
- 24 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $0 | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 79 | $1.00K | 0.00% | +79 | New |
| Global Retirement Partners, LLC | 87 | $1.00K | 0.00% | +87 | New |
| Parallel Advisors, LLC | 130 | $2.00K | 0.00% | +130 | New |
| Compagnie Lombard Odier SCmA | 250 | $3.00K | 0.00% | +250 | New |
| Oakworth Capital, Inc. | 381 | $5.00K | 0.00% | −80−17.4% | Reduced |
| Royal Bank of Canada | 396 | $5.00K | 0.00% | +213+116.4% | Added |
| CWM, LLC | 546 | $7.00K | 0.00% | +83+17.9% | Added |
| Macroview Investment Management LLC | 495 | $7.00K | 0.01% | +495 | New |
| Nisa Investment Advisors, LLC | 802 | $11.0K | 0.00% | +32+4.2% | Added |
| Lee Financial Co | 800 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,262 | $17.0K | 0.00% | +1,262 | New |
| FMR LLC | 1,329 | $18.0K | 0.00% | +190+16.7% | Added |
| Cutler Group LP | 1,933 | $26.0K | 0.00% | +200+11.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,919 | $26.0K | 0.00% | +1,919 | New |
| Ancora Advisors, LLC | 2,055 | $28.0K | 0.00% | +23+1.1% | Added |
| Ameritas Investment Partners, Inc. | 2,320 | $31.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,307 | $31.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,616 | $35.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,715 | $37.0K | 0.00% | +825+43.7% | Added |
| HBK Sorce Advisory LLC | 45,000 | $41.0K | 0.00% | +45,000 | New |
| The PNC Financial Services Group, Inc. | 4,464 | $60.0K | 0.00% | +4,336+3,387.5% | Added |
| Sandia Investment Management LP | 5,000 | $67.0K | 0.01% | +5,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,134 | $69.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,228 | $70.0K | 0.00% | +80+1.6% | Added |
| Advisor Group Holdings, Inc. | 5,227 | $70.0K | 0.00% | +3,800+266.3% | Added |
| Point72 Asset Management, L.P. | 5,691 | $77.0K | 0.00% | +5,691 | New |
| American National Bank | 5,935 | $80.0K | 0.02% | 00.0% | Unchanged |
| HWG Holdings LP | 6,096 | $82.0K | 0.06% | +6,096 | New |
| Barclays PLC | 6,200 | $84.0K | 0.00% | +3,570+135.7% | Added |
| Tower Research Capital LLC (TRC) | 6,591 | $88.0K | 0.00% | +4,577+227.3% | Added |
| Counterpoint Mutual Funds LLC | 6,950 | $94.0K | 0.23% | +6,950 | New |
| Signaturefd, LLC | 7,226 | $97.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,303 | $111.0K | 0.00% | +3,422+70.1% | Added |
| Arete Wealth Advisors, LLC | 10,035 | $135.0K | 0.01% | +10,035 | New |
| MAI Capital Management | 10,531 | $142.0K | 0.00% | −6,801−39.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 11,180 | $151.0K | 0.00% | +11,180 | New |
| Renaissance Technologies LLC | 11,600 | $156.0K | 0.00% | +11,600 | New |
| Mitchell McLeod Pugh & Williams Inc | 12,330 | $166.0K | 0.06% | +139+1.1% | Added |
| Wells Fargo & Company | 12,508 | $169.0K | 0.00% | +1,710+15.8% | Added |
| Legal & General Group Plc | 13,106 | $177.0K | 0.00% | −4,727−26.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,170 | $177.0K | 0.00% | +13,170 | New |
| Voya Investment Management LLC | 13,172 | $177.4K | 0.00% | +990+8.1% | Added |
| UBS Group AG | 13,500 | $182.0K | 0.00% | +1,000+8.0% | Added |
| Price T Rowe Associates Inc | 13,865 | $187.0K | 0.00% | +2,035+17.2% | Added |
| Invesco Ltd. | 13,921 | $188.0K | 0.00% | −826−5.6% | Reduced |
| Equitable Trust Co | 14,083 | $190.0K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 14,992 | $201.9K | 0.00% | −262−1.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 15,215 | $205.0K | 0.06% | −6,215−29.0% | Reduced |
| American International Group, Inc. | 15,428 | $208.0K | 0.00% | +218+1.4% | Added |
| Man Group plc | 15,700 | $211.0K | 0.00% | +15,700 | New |
| LPL Financial LLC | 16,614 | $224.0K | 0.00% | +846+5.4% | Added |
| Dynamic Technology Lab Private Ltd | 17,559 | $237.0K | 0.02% | +17,559 | New |
| JPMorgan Chase & Co | 17,995 | $242.0K | 0.00% | −25,033−58.2% | Reduced |
| David Loasby | 16,920 | $244.0K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 18,734 | $252.3K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 18,880 | $255.0K | 0.00% | −121,995−86.6% | Reduced |
| Corton Capital Inc. | 19,346 | $261.0K | 0.32% | −29,234−60.2% | Reduced |
| Balyasny Asset Management LLC | 19,591 | $264.0K | 0.00% | +1,564+8.7% | Added |
| Delphia (USA) Inc. | 19,706 | $265.0K | 0.30% | −33,524−63.0% | Reduced |
| Salem Investment Counselors Inc | 20,000 | $269.0K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 20,619 | $278.0K | 0.00% | +9,187+80.4% | Added |
| Versor Investments LP | 21,200 | $286.0K | 0.02% | +21,200 | New |
| Cantor Fitzgerald, L. P. | 22,050 | $297.0K | 0.01% | +22,050 | New |
| New York State Common Retirement Fund | 22,681 | $306.0K | 0.00% | +108+0.5% | Added |
| Jump Financial, LLC | 24,898 | $336.0K | 0.01% | +13,856+125.5% | Added |
| Emfo, LLC | 25,750 | $347.0K | 0.33% | +6,130+31.2% | Added |
| Engineers Gate Manager LP | 26,341 | $355.0K | 0.02% | +26,341 | New |
| Goldman Sachs Group Inc | 27,361 | $369.0K | 0.00% | +13,421+96.3% | Added |
| Squarepoint Ops LLC | 28,207 | $380.0K | 0.00% | +28,207 | New |
| SEI Investments Co | 28,800 | $388.0K | 0.00% | +28,800 | New |
| Panagora Asset Management Inc | 30,401 | $410.0K | 0.00% | −15,222−33.4% | Reduced |
| Cetera Investment Advisers | 32,775 | $441.0K | 0.01% | −2,200−6.3% | Reduced |
| MorganRosel Wealth Management, LLC | 33,064 | $445.0K | 0.22% | 00.0% | Unchanged |
| Quantbot Technologies LP | 34,016 | $458.0K | 0.03% | +34,007+377,855.6% | Added |
| Alliancebernstein L.P. | 34,280 | $462.0K | 0.00% | +11,700+51.8% | Added |
| UBS Asset Management Americas Inc | 36,461 | $491.1K | 0.00% | −2,636−6.7% | Reduced |
| Bank of America Corp | 36,722 | $494.0K | 0.00% | +10,083+37.9% | Added |
| XTX Topco Ltd | 37,033 | $499.0K | 0.12% | +37,033 | New |
| U.S. Capital Wealth Advisors, LLC | 38,000 | $512.0K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 40,811 | $550.0K | 0.00% | +2,733+7.2% | Added |
| Cushing Asset Management, LP | 41,395 | $558.0K | 0.06% | 00.0% | Unchanged |
| Citigroup Inc | 41,908 | $565.0K | 0.00% | +12,318+41.6% | Added |
| California State Teachers Retirement System | 45,694 | $615.0K | 0.00% | +2,125+4.9% | Added |
| CFM Wealth Partners LLC | 52,594 | $708.0K | 0.23% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 52,761 | $711.0K | 0.01% | +52,761 | New |
| Welch Group, LLC | 53,272 | $718.0K | 0.05% | +45+0.1% | Added |
| Disciplined Investments, LLC | 53,482 | $720.0K | 0.33% | −25,000−31.9% | Reduced |
| Alyeska Investment Group, L.P. | 55,961 | $754.0K | 0.01% | +55,961 | New |
| Davenport & Co LLC | 58,121 | $783.0K | 0.01% | +7,121+14.0% | Added |
| Rafferty Asset Management, LLC | 59,743 | $805.0K | 0.01% | −15,625−20.7% | Reduced |
| Janney Montgomery Scott LLC | 65,600 | $884.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 65,949 | $889.0K | 0.00% | +65,949 | New |
| Cubist Systematic Strategies, LLC | 68,384 | $921.0K | 0.01% | +68,384 | New |
| Occudo Quantitative Strategies LP | 68,445 | $922.0K | 0.07% | +28,051+69.4% | Added |
| Credit Suisse AG | 69,336 | $933.0K | 0.00% | +10,792+18.4% | Added |