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, Q4 2023
Institutional positions in Crescent Energy Co as of Dec 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
- 166
- 0 vs. Q3 2023
- Shares held
- 57.9M
- +12.0M (+26.1%) vs. Q3 2023
- Total value
- $764.3M
- +$184.5M (+31.8%) vs. Q3 2023
- New holders
- 28
- 78 more added
- Sold out
- 28
- 30 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $0 | 0.00% | +17+283.3% | Added |
| Hexagon Capital Partners LLC | 3 | $40 | 0.00% | −30−90.9% | Reduced |
| Coppell Advisory Solutions LLC | 9 | $119 | 0.00% | −19−67.9% | Reduced |
| Versant Capital Management, Inc | 15 | $198 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $330 | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 55 | $727 | 0.00% | +55 | New |
| Newbridge Financial Services Group, Inc. | 60 | $793 | 0.00% | +60 | New |
| Global Retirement Partners, LLC | 96 | $1.06K | 0.00% | +47+95.9% | Added |
| Allworth Financial LP | 136 | $1.80K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 250 | $3.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 256 | $3.38K | 0.00% | +256 | New |
| Russell Investments Group, Ltd. | 276 | $3.65K | 0.00% | −7,500−96.5% | Reduced |
| Lindbrook Capital, LLC | 299 | $3.95K | 0.00% | +85+39.7% | Added |
| Parallel Advisors, LLC | 350 | $4.62K | 0.00% | +16+4.8% | Added |
| CWM, LLC | 362 | $5.00K | 0.00% | +19+5.5% | Added |
| Advisory Services Network, LLC | 392 | $5.18K | 0.00% | +392 | New |
| IFP Advisors, Inc | 400 | $5.28K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 412 | $5.44K | 0.00% | +125+43.6% | Added |
| Steward Partners Investment Advisory, LLC | 540 | $7.13K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 545 | $7.20K | 0.00% | +6+1.1% | Added |
| Macroview Investment Management LLC | 545 | $7.21K | 0.01% | +5+0.9% | Added |
| US Bancorp | 592 | $7.82K | 0.00% | +44+8.0% | Added |
| The PNC Financial Services Group, Inc. | 621 | $8.20K | 0.00% | +15+2.5% | Added |
| GWM Advisors LLC | 900 | $11.9K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,000 | $13.2K | 0.01% | +1,000 | New |
| GAMMA Investing LLC | 1,573 | $17.4K | 0.00% | +1,573 | New |
| EverSource Wealth Advisors, LLC | 1,335 | $17.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,513 | $20.0K | 0.00% | −1,000−39.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,633 | $21.6K | 0.00% | +32+2.0% | Added |
| FMR LLC | 1,868 | $24.7K | 0.00% | +374+25.0% | Added |
| Ancora Advisors, LLC | 2,179 | $28.8K | 0.00% | +22+1.0% | Added |
| Quadrant Capital Group LLC | 2,338 | $30.9K | 0.00% | +329+16.4% | Added |
| State of Wyoming | 2,933 | $38.7K | 0.01% | +2,933 | New |
| Advisor Group Holdings, Inc. | 3,347 | $44.2K | 0.00% | −3,538−51.4% | Reduced |
| Metropolitan Life Insurance Co | 4,467 | $59.0K | 0.00% | +2,160+93.6% | Added |
| Virtus Fund Advisers, LLC | 4,674 | $61.7K | 0.38% | +4,674 | New |
| American National Bank | 5,935 | $78.4K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 7,444 | $98.0K | 0.00% | +2,748+58.5% | Added |
| PEAK6 Investments LLC | 7,432 | $98.2K | 0.00% | −10,575−58.7% | Reduced |
| Signaturefd, LLC | 7,884 | $104.1K | 0.00% | +499+6.8% | Added |
| Ameritas Investment Partners, Inc. | 7,983 | $105.5K | 0.00% | +4,849+154.7% | Added |
| Arete Wealth Advisors, LLC | 10,000 | $132.1K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,051 | $133.0K | 0.01% | +10,051 | New |
| J.W. Cole Advisors, Inc. | 10,307 | $136.2K | 0.01% | +10,307 | New |
| Raymond James Financial Services Advisors, Inc. | 10,504 | $138.8K | 0.00% | +10,504 | New |
| Carson Advisory Inc. | 10,875 | $143.7K | 0.11% | +10,875 | New |
| RiverGlades Family Offices LLC | 14,200 | $157.3K | 0.13% | −2,000−12.3% | Reduced |
| ProShare Advisors LLC | 12,771 | $168.7K | 0.00% | +12,771 | New |
| Aigen Investment Management, LP | 12,890 | $170.3K | 0.03% | +12,890 | New |
| Mitchell McLeod Pugh & Williams Inc | 13,073 | $172.7K | 0.05% | +134+1.0% | Added |
| Equitable Trust Co | 13,366 | $176.6K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,820 | $182.6K | 0.00% | +13,820 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 14,550 | $192.2K | 0.01% | +14,550 | New |
| HighTower Advisors, LLC | 15,370 | $202.0K | 0.00% | +60.0% | Added |
| MAI Capital Management | 15,467 | $204.3K | 0.00% | +156+1.0% | Added |
| David Loasby | 16,920 | $204.9K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 15,709 | $207.5K | 0.00% | −41,629−72.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,378 | $229.6K | 0.00% | 00.0% | Unchanged |
| Liberty Mutual Group Asset Management Inc. | 18,262 | $241.2K | 0.07% | +18,262 | New |
| Rockefeller Capital Management L.P. | 18,742 | $247.6K | 0.00% | +400+2.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,000 | $251.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,897 | $262.8K | 0.00% | +18,045+974.4% | Added |
| Salem Investment Counselors Inc | 20,000 | $264.2K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 20,000 | $264.2K | 0.05% | +8,100+68.1% | Added |
| State Board of Administration of Florida Retirement System | 20,031 | $264.6K | 0.00% | +9,110+83.4% | Added |
| DekaBank Deutsche Girozentrale | 21,282 | $283.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 21,879 | $289.0K | 0.00% | +4,577+26.5% | Added |
| LPL Financial LLC | 21,982 | $290.4K | 0.00% | +3,709+20.3% | Added |
| Trexquant Investment LP | 22,591 | $298.4K | 0.01% | +22,591 | New |
| Denali Advisors LLC | 23,500 | $310.4K | 0.09% | −58,600−71.4% | Reduced |
| Lazard Asset Management LLC | 23,915 | $315.0K | 0.00% | −321−1.3% | Reduced |
| Emfo, LLC | 25,750 | $340.2K | 0.32% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,151 | $345.5K | 0.00% | +12,054+85.5% | Added |
| Voya Investment Management LLC | 27,852 | $367.9K | 0.00% | +11,775+73.2% | Added |
| Cetera Investment Advisers | 28,946 | $382.4K | 0.00% | −4,100−12.4% | Reduced |
| Quadrature Capital Ltd | 29,241 | $386.1K | 0.01% | −20,923−41.7% | Reduced |
| New York Life Investment Management LLC | 30,535 | $403.4K | 0.00% | −896−2.9% | Reduced |
| New York State Common Retirement Fund | 31,495 | $416.1K | 0.00% | −27,787−46.9% | Reduced |
| Numerai GP LLC | 31,742 | $419.3K | 0.15% | +31,742 | New |
| Quantbot Technologies LP | 32,585 | $430.4K | 0.02% | −25,174−43.6% | Reduced |
| Verition Fund Management LLC | 33,600 | $443.9K | 0.00% | −25,489−43.1% | Reduced |
| Price T Rowe Associates Inc | 35,307 | $467.0K | 0.00% | +15,600+79.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 35,432 | $468.1K | 0.01% | +35,432 | New |
| SEI Investments Co | 37,846 | $499.9K | 0.00% | −20−0.1% | Reduced |
| American International Group, Inc. | 38,332 | $506.4K | 0.00% | +19,240+100.8% | Added |
| Wells Fargo & Company | 39,058 | $516.0K | 0.00% | +10,462+36.6% | Added |
| Royal Bank of Canada | 39,109 | $516.0K | 0.00% | +24,560+168.8% | Added |
| MetLife Investment Management | 41,188 | $544.1K | 0.00% | +21,188+105.9% | Added |
| Jump Financial, LLC | 41,201 | $544.3K | 0.02% | −97,903−70.4% | Reduced |
| Cushing Asset Management, LP | 41,395 | $546.8K | 0.05% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 47,823 | $631.7K | 0.00% | +20,607+75.7% | Added |
| UBS Group AG | 48,561 | $641.5K | 0.00% | −61,475−55.9% | Reduced |
| Squarepoint Ops LLC | 48,889 | $645.8K | 0.00% | +6,470+15.3% | Added |
| Ziegler Capital Management, LLC | 51,278 | $677.4K | 0.03% | +2,734+5.6% | Added |
| JPMorgan Chase & Co | 51,423 | $679.3K | 0.00% | +24,981+94.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 52,455 | $692.9K | 0.12% | −2,385−4.3% | Reduced |
| CFM Wealth Partners LLC | 52,594 | $694.8K | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 53,272 | $703.7K | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,850 | $711.4K | 0.00% | +4,920+10.1% | Added |