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 2023
Institutional positions in Crescent Energy Co as of Mar 31, 2023. 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
- 142
- +8 vs. Q4 2022
- Shares held
- 25.7M
- +313.1K (+1.2%) vs. Q4 2022
- Total value
- $290.7M
- −$12.7M (−4.2%) vs. Q4 2022
- New holders
- 25
- 51 more added
- Sold out
- 17
- 36 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 26 | $294 | 0.00% | +26 | New |
| Newbridge Financial Services Group, Inc. | 60 | $679 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 77 | $871 | 0.00% | +51+196.2% | Added |
| Capital Advisors, Ltd. LLC | 119 | $1.00K | 0.00% | +98+466.7% | Added |
| Umb Bank N A | 90 | $1.02K | 0.00% | +90 | New |
| Ridgewood Investments LLC | 104 | $1.18K | 0.00% | +104 | New |
| Cutler Group LP | 200 | $2.00K | 0.00% | +100+100.0% | Added |
| Russell Investments Group, Ltd. | 185 | $2.09K | 0.00% | +185 | New |
| Parallel Advisors, LLC | 249 | $2.82K | 0.00% | +249 | New |
| Compagnie Lombard Odier SCmA | 250 | $2.83K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 330 | $3.73K | 0.00% | +330 | New |
| Oakworth Capital, Inc. | 381 | $4.31K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $4.52K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $4.72K | 0.00% | +400 | New |
| Quadrant Capital Group LLC | 459 | $5.19K | 0.00% | +92+25.1% | Added |
| Macroview Investment Management LLC | 502 | $5.67K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 528 | $5.97K | 0.01% | +8+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 540 | $6.11K | 0.00% | −1,250−69.8% | Reduced |
| CWM, LLC | 594 | $7.00K | 0.00% | +5+0.8% | Added |
| Nisa Investment Advisors, LLC | 805 | $9.00K | 0.00% | +20+2.5% | Added |
| GWM Advisors LLC | 900 | $10.2K | 0.00% | −22−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 911 | $10.3K | 0.00% | −3,217−77.9% | Reduced |
| FMR LLC | 1,060 | $12.0K | 0.00% | −53,529−98.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,235 | $14.0K | 0.00% | −28−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,600 | $18.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,759 | $19.9K | 0.00% | +1,635+1,318.5% | Added |
| Tower Research Capital LLC (TRC) | 1,867 | $21.0K | 0.00% | −961−34.0% | Reduced |
| Ancora Advisors, LLC | 2,082 | $23.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,307 | $26.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,434 | $27.0K | 0.00% | −3,971−62.0% | Reduced |
| Sandia Investment Management LP | 2,500 | $28.3K | 0.01% | −2,500−50.0% | Reduced |
| Carmel Capital Partners, LLC | 2,818 | $31.9K | 0.02% | +2,818 | New |
| Ameritas Investment Partners, Inc. | 3,134 | $35.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,627 | $41.1K | 0.00% | −39−1.1% | Reduced |
| Amalgamated Bank | 5,535 | $63.0K | 0.00% | −1,319−19.2% | Reduced |
| American National Bank | 5,935 | $67.1K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,005 | $67.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,198 | $81.4K | 0.00% | +7,198 | New |
| Signaturefd, LLC | 8,205 | $92.8K | 0.00% | +533+6.9% | Added |
| Arete Wealth Advisors, LLC | 10,000 | $113.0K | 0.01% | +10,000 | New |
| Capula Management Ltd | 10,780 | $121.9K | 0.01% | +10,780 | New |
| Arizona State Retirement System | 11,191 | $126.6K | 0.00% | +479+4.5% | Added |
| Prelude Capital Management, LLC | 12,445 | $140.8K | 0.01% | +12,445 | New |
| Prudential Financial Inc | 12,485 | $141.2K | 0.00% | +12,485 | New |
| Mitchell McLeod Pugh & Williams Inc | 12,493 | $141.3K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,172 | $149.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 13,366 | $151.2K | 0.01% | −717−5.1% | Reduced |
| Cubist Systematic Strategies, LLC | 13,896 | $157.2K | 0.00% | −69,293−83.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,901 | $157.2K | 0.00% | −29,254−67.8% | Reduced |
| Manufacturers Life Insurance Company, The | 14,265 | $161.3K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 14,550 | $164.6K | 0.00% | −7,500−34.0% | Reduced |
| MAI Capital Management | 14,788 | $167.2K | 0.00% | +145+1.0% | Added |
| Legal & General Group Plc | 15,530 | $175.6K | 0.00% | +924+6.3% | Added |
| RiverGlades Family Offices LLC | 16,200 | $183.2K | 0.17% | +2,000+14.1% | Added |
| SG Americas Securities, LLC | 16,400 | $185.0K | 0.00% | +16,400 | New |
| Atom Investors LP | 16,496 | $186.6K | 0.10% | +16,496 | New |
| LPL Financial LLC | 16,755 | $189.5K | 0.00% | −487−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,378 | $196.5K | 0.00% | 00.0% | Unchanged |
| David Loasby | 16,920 | $200.7K | 0.02% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 17,846 | $201.8K | 0.00% | −5,793−24.5% | Reduced |
| New York State Common Retirement Fund | 18,319 | $207.2K | 0.00% | −4,338−19.1% | Reduced |
| Petrus Trust Company, LTA | 18,468 | $208.9K | 0.03% | +3,288+21.7% | Added |
| Price T Rowe Associates Inc | 18,635 | $211.0K | 0.00% | +2,895+18.4% | Added |
| Two Sigma Advisers, LP | 18,800 | $212.6K | 0.00% | +4,500+31.5% | Added |
| American International Group, Inc. | 18,904 | $213.8K | 0.00% | +376+2.0% | Added |
| Barclays PLC | 19,774 | $223.6K | 0.00% | +5,993+43.5% | Added |
| Salem Investment Counselors Inc | 20,000 | $226.2K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 20,000 | $226.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,683 | $233.9K | 0.00% | +20,683 | New |
| Janus Henderson Group PLC | 21,906 | $247.6K | 0.00% | +21,906 | New |
| Squarepoint Ops LLC | 22,023 | $249.1K | 0.00% | +22,023 | New |
| Wells Fargo & Company | 22,556 | $255.1K | 0.00% | +10,749+91.0% | Added |
| Zebra Capital Management LLC | 25,752 | $291.0K | 1.45% | +25,752 | New |
| Emfo, LLC | 25,750 | $291.2K | 0.28% | 00.0% | Unchanged |
| Credit Suisse AG | 28,167 | $318.6K | 0.00% | +100.0% | Added |
| Simplex Trading, LLC | 29,007 | $328.0K | 0.01% | +16,000+123.0% | Added |
| Quantbot Technologies LP | 29,103 | $329.2K | 0.02% | +26,365+962.9% | Added |
| Stifel Financial Corp | 29,694 | $335.8K | 0.00% | +29,694 | New |
| JPMorgan Chase & Co | 31,294 | $354.0K | 0.00% | +4,438+16.5% | Added |
| Citigroup Inc | 34,826 | $393.9K | 0.00% | −34,812−50.0% | Reduced |
| SEI Investments Co | 35,265 | $398.8K | 0.00% | +1,265+3.7% | Added |
| Cetera Investment Advisers | 36,775 | $415.9K | 0.00% | +4,000+12.2% | Added |
| Legacy Capital Wealth Partners, LLC | 37,000 | $418.5K | 0.11% | +37,000 | New |
| Alliancebernstein L.P. | 37,580 | $425.0K | 0.00% | −200−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 38,000 | $429.8K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 40,100 | $453.0K | 0.00% | −8,300−17.1% | Reduced |
| Cushing Asset Management, LP | 41,395 | $468.2K | 0.05% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 42,986 | $486.2K | 0.01% | +42,986 | New |
| Invesco Ltd. | 44,149 | $499.3K | 0.00% | +28,711+186.0% | Added |
| California State Teachers Retirement System | 48,495 | $548.5K | 0.00% | −113−0.2% | Reduced |
| Rhumbline Advisers | 50,774 | $574.0K | 0.00% | +4,692+10.2% | Added |
| CFM Wealth Partners LLC | 52,594 | $594.8K | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 53,272 | $602.5K | 0.04% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 53,482 | $604.9K | 0.25% | +53,482 | New |
| UBS Asset Management Americas Inc | 53,580 | $606.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 54,563 | $617.1K | 0.00% | +54,563 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 54,925 | $621.2K | 0.12% | 00.0% | Unchanged |
| Trexquant Investment LP | 61,936 | $700.5K | 0.02% | +25,390+69.5% | Added |
| Rafferty Asset Management, LLC | 62,474 | $706.6K | 0.00% | −30,539−32.8% | Reduced |
| Bank of America Corp | 64,437 | $728.8K | 0.00% | −56,041−46.5% | Reduced |