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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 20,031 | $264.6K | 0.00% | +9,110+83.4% | 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 |
| Tower Research Capital LLC (TRC) | 19,897 | $262.8K | 0.00% | +18,045+974.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,000 | $251.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,742 | $247.6K | 0.00% | +400+2.2% | Added |
| Liberty Mutual Group Asset Management Inc. | 18,262 | $241.2K | 0.07% | +18,262 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,378 | $229.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 15,709 | $207.5K | 0.00% | −41,629−72.6% | Reduced |
| David Loasby | 16,920 | $204.9K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 15,467 | $204.3K | 0.00% | +156+1.0% | Added |
| HighTower Advisors, LLC | 15,370 | $202.0K | 0.00% | +60.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 14,550 | $192.2K | 0.01% | +14,550 | New |
| Two Sigma Advisers, LP | 13,820 | $182.6K | 0.00% | +13,820 | New |
| Equitable Trust Co | 13,366 | $176.6K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 13,073 | $172.7K | 0.05% | +134+1.0% | Added |
| Aigen Investment Management, LP | 12,890 | $170.3K | 0.03% | +12,890 | New |
| ProShare Advisors LLC | 12,771 | $168.7K | 0.00% | +12,771 | New |
| RiverGlades Family Offices LLC | 14,200 | $157.3K | 0.13% | −2,000−12.3% | Reduced |
| Carson Advisory Inc. | 10,875 | $143.7K | 0.11% | +10,875 | New |
| Raymond James Financial Services Advisors, Inc. | 10,504 | $138.8K | 0.00% | +10,504 | New |
| J.W. Cole Advisors, Inc. | 10,307 | $136.2K | 0.01% | +10,307 | New |
| Gsa Capital Partners LLP | 10,051 | $133.0K | 0.01% | +10,051 | New |
| Arete Wealth Advisors, LLC | 10,000 | $132.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,983 | $105.5K | 0.00% | +4,849+154.7% | Added |
| Signaturefd, LLC | 7,884 | $104.1K | 0.00% | +499+6.8% | Added |
| PEAK6 Investments LLC | 7,432 | $98.2K | 0.00% | −10,575−58.7% | Reduced |
| Amalgamated Bank | 7,444 | $98.0K | 0.00% | +2,748+58.5% | Added |
| American National Bank | 5,935 | $78.4K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 4,674 | $61.7K | 0.38% | +4,674 | New |
| Metropolitan Life Insurance Co | 4,467 | $59.0K | 0.00% | +2,160+93.6% | Added |
| Advisor Group Holdings, Inc. | 3,347 | $44.2K | 0.00% | −3,538−51.4% | Reduced |
| State of Wyoming | 2,933 | $38.7K | 0.01% | +2,933 | New |
| Quadrant Capital Group LLC | 2,338 | $30.9K | 0.00% | +329+16.4% | Added |
| Ancora Advisors, LLC | 2,179 | $28.8K | 0.00% | +22+1.0% | Added |
| FMR LLC | 1,868 | $24.7K | 0.00% | +374+25.0% | Added |
| Exchange Traded Concepts, LLC | 1,633 | $21.6K | 0.00% | +32+2.0% | Added |
| Nisa Investment Advisors, LLC | 1,513 | $20.0K | 0.00% | −1,000−39.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,335 | $17.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,573 | $17.4K | 0.00% | +1,573 | New |
| Planned Solutions, Inc. | 1,000 | $13.2K | 0.01% | +1,000 | New |
| GWM Advisors LLC | 900 | $11.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 621 | $8.20K | 0.00% | +15+2.5% | Added |
| US Bancorp | 592 | $7.82K | 0.00% | +44+8.0% | Added |
| Macroview Investment Management LLC | 545 | $7.21K | 0.01% | +5+0.9% | Added |
| RFP Financial Group LLC | 545 | $7.20K | 0.00% | +6+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 540 | $7.13K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 412 | $5.44K | 0.00% | +125+43.6% | Added |
| IFP Advisors, Inc | 400 | $5.28K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 392 | $5.18K | 0.00% | +392 | New |
| CWM, LLC | 362 | $5.00K | 0.00% | +19+5.5% | Added |
| Parallel Advisors, LLC | 350 | $4.62K | 0.00% | +16+4.8% | Added |
| Lindbrook Capital, LLC | 299 | $3.95K | 0.00% | +85+39.7% | Added |
| Russell Investments Group, Ltd. | 276 | $3.65K | 0.00% | −7,500−96.5% | Reduced |
| Massmutual Trust Co FSB | 256 | $3.38K | 0.00% | +256 | New |
| Compagnie Lombard Odier SCmA | 250 | $3.30K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 136 | $1.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 96 | $1.06K | 0.00% | +47+95.9% | Added |
| Newbridge Financial Services Group, Inc. | 60 | $793 | 0.00% | +60 | New |
| Farther Finance Advisors, LLC | 55 | $727 | 0.00% | +55 | New |
| Huntington National Bank | 25 | $330 | 0.00% | +25 | New |
| Versant Capital Management, Inc | 15 | $198 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $119 | 0.00% | −19−67.9% | Reduced |
| Hexagon Capital Partners LLC | 3 | $40 | 0.00% | −30−90.9% | Reduced |
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $0 | 0.00% | +17+283.3% | Added |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −1,010,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −445,000−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −313,200−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −254,151−100.0% | Sold out |
| Scion Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −153,463−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −104,786−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −92,456−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −77,735−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −60,247−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −57,383−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −31,909−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −16,815−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −12,224−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,047−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,583−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −6,222−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Goff John C | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |