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 2024
Institutional positions in Crescent Energy Co as of Mar 31, 2024. 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
- 191
- +26 vs. Q4 2023
- Shares held
- 75.0M
- +17.2M (+29.7%) vs. Q4 2023
- Total value
- $893.0M
- +$128.7M (+16.8%) vs. Q4 2023
- New holders
- 51
- 63 more added
- Sold out
- 25
- 47 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −12−52.2% | Reduced |
| Assetmark, Inc | 1 | $12 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $12 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 2 | $24 | 0.00% | −1−33.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $36 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 5 | $60 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $95 | 0.00% | +8 | New |
| Rothschild Investment LLC | 10 | $119 | 0.00% | +10 | New |
| Huntington National Bank | 25 | $298 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 34 | $399 | 0.00% | +34 | New |
| Lindbrook Capital, LLC | 37 | $440 | 0.00% | −262−87.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 60 | $714 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $1.01K | 0.00% | +70+466.7% | Added |
| Global Retirement Partners, LLC | 96 | $1.14K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 237 | $2.82K | 0.00% | −175−42.5% | Reduced |
| Parallel Advisors, LLC | 242 | $2.88K | 0.00% | −108−30.9% | Reduced |
| Russell Investments Group, Ltd. | 276 | $3.28K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 296 | $4.00K | 0.00% | −66−18.2% | Reduced |
| Public Employees Retirement System of Ohio | 361 | $4.30K | 0.00% | +361 | New |
| IFP Advisors, Inc | 400 | $4.76K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 540 | $6.43K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 550 | $6.55K | 0.00% | +5+0.9% | Added |
| Macroview Investment Management LLC | 551 | $6.56K | 0.01% | +6+1.1% | Added |
| The PNC Financial Services Group, Inc. | 606 | $7.21K | 0.00% | −15−2.4% | Reduced |
| US Bancorp | 796 | $9.47K | 0.00% | +204+34.5% | Added |
| GWM Advisors LLC | 900 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,235 | $13.1K | 0.00% | −100−7.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,616 | $19.2K | 0.00% | +103+6.8% | Added |
| Ancora Advisors, LLC | 2,201 | $26.2K | 0.00% | +22+1.0% | Added |
| Virtus Fund Advisers, LLC | 2,543 | $30.3K | 0.11% | −2,131−45.6% | Reduced |
| Amalgamated Bank | 2,631 | $31.0K | 0.00% | −4,813−64.7% | Reduced |
| Quadrant Capital Group LLC | 2,673 | $31.8K | 0.00% | +335+14.3% | Added |
| Advisor Group Holdings, Inc. | 3,568 | $42.5K | 0.00% | +221+6.6% | Added |
| Tower Research Capital LLC (TRC) | 3,891 | $46.3K | 0.00% | −16,006−80.4% | Reduced |
| Harbor Capital Advisors, Inc. | 4,242 | $50.0K | 0.01% | +4,242 | New |
| Metropolitan Life Insurance Co | 4,467 | $53.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,507 | $53.6K | 0.01% | +2,934+186.5% | Added |
| Royal Bank of Canada | 5,621 | $67.0K | 0.00% | −33,488−85.6% | Reduced |
| American National Bank | 5,935 | $70.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 6,391 | $76.1K | 0.03% | +6,391 | New |
| Signaturefd, LLC | 7,737 | $92.1K | 0.00% | −147−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,983 | $95.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,022 | $119.0K | 0.00% | −5,348−34.8% | Reduced |
| Boothbay Fund Management, LLC | 10,749 | $127.9K | 0.00% | +10,749 | New |
| RiverGlades Family Offices LLC | 10,200 | $128.1K | 0.10% | −4,000−28.2% | Reduced |
| Carson Advisory Inc. | 10,943 | $130.2K | 0.09% | +68+0.6% | Added |
| LPL Financial LLC | 11,387 | $135.5K | 0.00% | −10,595−48.2% | Reduced |
| Mackenzie Financial Corp | 11,873 | $141.3K | 0.00% | +11,873 | New |
| Bayesian Capital Management, LP | 12,203 | $145.2K | 0.01% | +12,203 | New |
| Raymond James & Associates | 12,320 | $146.6K | 0.00% | +12,320 | New |
| Cipher Capital LP | 13,170 | $156.7K | 0.07% | +13,170 | New |
| Mitchell McLeod Pugh & Williams Inc | 13,205 | $157.1K | 0.04% | +132+1.0% | Added |
| Equitable Trust Co | 13,366 | $159.1K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,856 | $164.9K | 0.00% | +1,085+8.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 14,550 | $173.1K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,050 | $179.0K | 0.01% | +15,050 | New |
| MAI Capital Management | 15,622 | $185.9K | 0.00% | +155+1.0% | Added |
| Virtus Investment Advisers, Inc. | 15,664 | $186.4K | 0.13% | −45,420−74.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,378 | $188.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 16,795 | $199.9K | 0.00% | +6,291+59.9% | Added |
| SG Americas Securities, LLC | 17,653 | $210.0K | 0.00% | +17,653 | New |
| Liberty Mutual Group Asset Management Inc. | 18,262 | $217.3K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,342 | $218.3K | 0.00% | −400−2.1% | Reduced |
| Oxford Asset Management LLP | 18,670 | $222.2K | 0.24% | +18,670 | New |
| U.S. Capital Wealth Advisors, LLC | 19,000 | $226.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20,000 | $238.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 20,725 | $246.6K | 0.00% | −27,098−56.7% | Reduced |
| DekaBank Deutsche Girozentrale | 21,282 | $253.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 21,917 | $260.8K | 0.00% | +38+0.2% | Added |
| Entropy Technologies, LP | 22,003 | $261.8K | 0.03% | +22,003 | New |
| Centiva Capital, LP | 22,627 | $269.3K | 0.02% | +22,627 | New |
| Versor Investments LP | 22,955 | $273.2K | 0.06% | +2,955+14.8% | Added |
| Simplex Trading, LLC | 24,448 | $290.0K | 0.01% | +24,448 | New |
| Voya Investment Management LLC | 24,822 | $295.4K | 0.00% | −3,030−10.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,627 | $305.0K | 0.00% | −524−2.0% | Reduced |
| Emfo, LLC | 25,750 | $306.4K | 0.28% | 00.0% | Unchanged |
| XTX Topco Ltd | 25,780 | $306.8K | 0.04% | +25,780 | New |
| Stoneridge Investment Partners LLC | 27,193 | $324.0K | 0.12% | +27,193 | New |
| MQS Management LLC | 27,352 | $325.5K | 0.19% | +27,352 | New |
| Sunbelt Securities, Inc. | 28,748 | $342.1K | 0.04% | −124,818−81.3% | Reduced |
| Quadrature Capital Ltd | 30,744 | $365.9K | 0.01% | +1,503+5.1% | Added |
| New York State Common Retirement Fund | 31,366 | $373.3K | 0.00% | −129−0.4% | Reduced |
| Point72 Asset Management, L.P. | 32,700 | $389.1K | 0.00% | +32,700 | New |
| Verition Fund Management LLC | 37,190 | $442.6K | 0.00% | +3,590+10.7% | Added |
| American International Group, Inc. | 38,006 | $452.3K | 0.00% | −326−0.9% | Reduced |
| Price T Rowe Associates Inc | 37,999 | $453.0K | 0.00% | +2,692+7.6% | Added |
| FreeGulliver LLC | 39,213 | $466.6K | 0.41% | +39,213 | New |
| MetLife Investment Management | 41,188 | $490.1K | 0.00% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 41,395 | $492.6K | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 43,470 | $517.3K | 0.00% | +5,624+14.9% | Added |
| Petrus Trust Company, LTA | 48,455 | $576.6K | 0.05% | +48,455 | New |
| CFM Wealth Partners LLC | 48,621 | $578.6K | 0.12% | −3,973−7.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 48,679 | $579.3K | 0.04% | +48,679 | New |
| JPMorgan Chase & Co | 50,654 | $602.8K | 0.00% | −769−1.5% | Reduced |
| Boston Partners | 52,945 | $630.0K | 0.00% | +52,945 | New |
| Welch Group, LLC | 53,272 | $633.9K | 0.03% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 54,948 | $653.9K | 0.02% | +3,670+7.2% | Added |
| HBK Investments L P | 56,000 | $666.4K | 0.02% | +56,000 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 57,455 | $683.7K | 0.11% | +5,000+9.5% | Added |