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, Q2 2023
Institutional positions in Crescent Energy Co as of Jun 30, 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
- 151
- +10 vs. Q1 2023
- Shares held
- 26.2M
- +527.5K (+2.1%) vs. Q1 2023
- Total value
- $273.1M
- −$17.3M (−6.0%) vs. Q1 2023
- New holders
- 25
- 53 more added
- Sold out
- 15
- 36 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Welch Group, LLC | 53,272 | $555.1K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 54,010 | $562.8K | 0.26% | −26,235−32.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 54,840 | $571.4K | 0.11% | −85−0.2% | Reduced |
| Rhumbline Advisers | 55,854 | $582.0K | 0.00% | +5,080+10.0% | Added |
| UBS Asset Management Americas Inc | 53,580 | $606.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 62,165 | $647.8K | 0.00% | −309−0.5% | Reduced |
| Verition Fund Management LLC | 62,912 | $655.5K | 0.01% | +62,912 | New |
| Dark Forest Capital Management LP | 64,886 | $676.1K | 0.07% | +64,886 | New |
| State of Wisconsin Investment Board | 64,936 | $676.6K | 0.00% | +10,373+19.0% | Added |
| Janney Montgomery Scott LLC | 65,600 | $684.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 67,400 | $702.3K | 0.25% | +67,400 | New |
| UBS Group AG | 76,747 | $799.7K | 0.00% | −1,097−1.4% | Reduced |
| Stifel Financial Corp | 80,977 | $843.8K | 0.00% | +51,283+172.7% | Added |
| Davenport & Co LLC | 81,000 | $844.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 92,577 | $964.0K | 0.01% | +92,577 | New |
| Swiss National Bank | 94,580 | $985.5K | 0.00% | +11,300+13.6% | Added |
| Cubist Systematic Strategies, LLC | 97,289 | $1.01M | 0.01% | +83,393+600.1% | Added |
| Tudor Investment Corp Et Al | 100,000 | $1.04M | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 100,086 | $1.04M | 0.00% | +24,709+32.8% | Added |
| Charles Schwab Investment Management Inc | 103,626 | $1.08M | 0.00% | −2,157−2.0% | Reduced |
| Pointe Capital Management LLC | 112,459 | $1.17M | 0.89% | −130,784−53.8% | Reduced |
| Creative Planning | 120,875 | $1.26M | 0.00% | −2,214−1.8% | Reduced |
| Magnolia Capital Advisors LLC | 124,527 | $1.30M | 0.65% | +40,728+48.6% | Added |
| Cetera Advisor Networks LLC | 136,387 | $1.42M | 0.01% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 136,564 | $1.42M | 0.33% | +240.0% | Added |
| Goldman Sachs Group Inc | 145,875 | $1.52M | 0.00% | −3,299−2.2% | Reduced |
| Susquehanna International Group, LLP | 146,789 | $1.53M | 0.00% | +26,152+21.7% | Added |
| First Trust Advisors LP | 146,887 | $1.53M | 0.00% | +22,952+18.5% | Added |
| Michelson Medical Research Foundation, Inc. | 156,166 | $1.63M | 1.16% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 166,127 | $1.73M | 0.25% | +22,261+15.5% | Added |
| Nuveen Asset Management, LLC | 189,070 | $1.97M | 0.00% | −215,380−53.3% | Reduced |
| GW&K Investment Management, LLC | 196,280 | $2.04M | 0.02% | +196,280 | New |
| Morgan Stanley | 238,487 | $2.49M | 0.00% | +9,844+4.3% | Added |
| Scion Asset Management, LLC | 243,963 | $2.54M | 2.28% | +243,963 | New |
| American Century Companies Inc | 333,146 | $3.47M | 0.00% | +48,276+16.9% | Added |
| Marshall Wace, LLP | 338,844 | $3.53M | 0.01% | +62,376+22.6% | Added |
| Northern Trust Corp | 362,318 | $3.78M | 0.00% | +3,875+1.1% | Added |
| Captrust Financial Advisors | 391,821 | $4.08M | 0.02% | +5,102+1.3% | Added |
| Ameriprise Financial Inc | 428,813 | $4.47M | 0.00% | +280,643+189.4% | Added |
| Aventail Capital Group, LP | 465,141 | $4.85M | 0.49% | −324,195−41.1% | Reduced |
| Bank of New York Mellon Corp | 469,162 | $4.89M | 0.00% | +6,311+1.4% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 572,354 | $5.96M | 0.18% | 00.0% | Unchanged |
| Victory Capital Management Inc | 740,359 | $7.71M | 0.01% | +50,824+7.4% | Added |
| Geode Capital Management, LLC | 757,722 | $7.90M | 0.00% | +21,505+2.9% | Added |
| Deutsche Bank AG | 776,852 | $8.09M | 0.00% | −6,518−0.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,102,510 | $11.5M | 0.04% | +148,610+15.6% | Added |
| King Luther Capital Management Corp | 1,241,354 | $12.9M | 0.06% | −439,178−26.1% | Reduced |
| State Street Corp | 1,353,672 | $14.1M | 0.00% | +111,982+9.0% | Added |
| BlackRock Inc. | 2,817,609 | $29.4M | 0.00% | +308,715+12.3% | Added |
| Vanguard Group Inc | 3,935,838 | $41.0M | 0.00% | −24,080−0.6% | Reduced |
| Goff John C | 4,684,598 | $48.8M | 80.22% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −260,374−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −53,482−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −40,100−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,007−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,683−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −17,846−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −13,901−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,445−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −10,780−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Zebra Capital Management LLC | – | – | – | – | Not filed |