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, Q3 2024
Institutional positions in Crescent Energy Co as of Sep 30, 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
- 235
- +26 vs. Q2 2024
- Shares held
- 132.4M
- +46.1M (+53.4%) vs. Q2 2024
- Total value
- $1.45B
- +$427.3M (+41.8%) vs. Q2 2024
- New holders
- 67
- 94 more added
- Sold out
- 41
- 45 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Hemington Wealth Management | 5 | $0 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $11 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 3 | $33 | 0.00% | −2−40.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $33 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $33 | 0.00% | +3 | New |
| Coppell Advisory Solutions LLC | 9 | $100 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $188 | 0.00% | +17 | New |
| Harbour Investments, Inc. | 21 | $230 | 0.00% | +21 | New |
| Versant Capital Management, Inc | 34 | $372 | 0.00% | −70−67.3% | Reduced |
| Financial Network Wealth Advisors LLC | 49 | $537 | 0.00% | +49 | New |
| Newbridge Financial Services Group, Inc. | 60 | $657 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 60 | $657 | 0.00% | +60 | New |
| Riggs Asset Managment Co. Inc. | 84 | $920 | 0.00% | +84 | New |
| Picton Mahoney Asset Management | 108 | $1.00K | 0.00% | +108 | New |
| Lindbrook Capital, LLC | 93 | $1.02K | 0.00% | −156−62.7% | Reduced |
| Ridgewood Investments LLC | 104 | $1.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 139 | $1.52K | 0.00% | +22+18.8% | Added |
| Private Wealth Management Group, LLC | 141 | $1.54K | 0.00% | +141 | New |
| Capital Performance Advisors LLP | 147 | $1.61K | 0.00% | +147 | New |
| Parallel Advisors, LLC | 150 | $1.64K | 0.00% | −92−38.0% | Reduced |
| Covestor Ltd | 157 | $2.00K | 0.00% | +67+74.4% | Added |
| Rothschild Investment LLC | 195 | $2.13K | 0.00% | +115+143.8% | Added |
| Smartleaf Asset Management LLC | 220 | $2.45K | 0.00% | +186+547.1% | Added |
| Hexagon Capital Partners LLC | 224 | $2.45K | 0.00% | +224 | New |
| Huntington National Bank | 240 | $2.63K | 0.00% | +240 | New |
| Bessemer Group Inc | 230 | $3.00K | 0.00% | +230 | New |
| Fortitude Family Office, LLC | 371 | $4.06K | 0.00% | +371 | New |
| Sterling Capital Management LLC | 385 | $4.22K | 0.00% | +385 | New |
| IFP Advisors, Inc | 400 | $4.38K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 640 | $7.01K | 0.00% | +100+18.5% | Added |
| WealthCollab, LLC | 662 | $7.25K | 0.00% | +662 | New |
| GWM Advisors LLC | 900 | $9.86K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,000 | $10.9K | 0.00% | +1,000 | New |
| Larson Financial Group LLC | 1,079 | $11.8K | 0.00% | +1,079 | New |
| Virtus Fund Advisers, LLC | 1,168 | $12.8K | 0.05% | −1,852−61.3% | Reduced |
| Jones Financial Companies LLLP | 1,150 | $12.8K | 0.00% | +1,150 | New |
| Quarry LP | 1,198 | $13.1K | 0.00% | −3,255−73.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,288 | $14.1K | 0.00% | −300,328−99.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,443 | $15.8K | 0.00% | +837+138.1% | Added |
| ORG Partners LLC | 1,543 | $16.9K | 0.00% | +1,543 | New |
| US Bancorp | 1,645 | $18.0K | 0.00% | +921+127.2% | Added |
| Public Employees Retirement System of Ohio | 1,999 | $21.9K | 0.00% | +1,280+178.0% | Added |
| Ancora Advisors, LLC | 2,246 | $24.6K | 0.00% | +24+1.1% | Added |
| Comerica Bank | 2,521 | $27.6K | 0.00% | +2,521 | New |
| Allspring Global Investments Holdings, LLC | 2,677 | $29.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,868 | $31.0K | 0.00% | +740+34.8% | Added |
| Spirit of America Management Corp | 3,000 | $32.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,155 | $34.5K | 0.00% | +3,135+15,675.0% | Added |
| Quadrant Capital Group LLC | 3,266 | $35.8K | 0.00% | +1,718+111.0% | Added |
| GAMMA Investing LLC | 3,357 | $36.8K | 0.00% | +168+5.3% | Added |
| Acadian Asset Management LLC | 4,046 | $44.0K | 0.00% | −21,124−83.9% | Reduced |
| State of Wyoming | 4,133 | $45.3K | 0.01% | +746+22.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,192 | $45.9K | 0.00% | −48,475−92.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,914 | $53.8K | 0.00% | +1,223+33.1% | Added |
| Amalgamated Bank | 4,903 | $54.0K | 0.00% | +2,272+86.4% | Added |
| American National Bank | 5,935 | $65.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 6,156 | $67.4K | 0.05% | −28,508−82.2% | Reduced |
| Signaturefd, LLC | 8,269 | $90.5K | 0.00% | +564+7.3% | Added |
| RiverGlades Family Offices LLC | 10,200 | $111.7K | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 10,256 | $112.3K | 0.00% | +10,256 | New |
| Mackenzie Financial Corp | 10,372 | $113.6K | 0.00% | −4,297−29.3% | Reduced |
| HighTower Advisors, LLC | 10,413 | $114.0K | 0.00% | −230−2.2% | Reduced |
| Principal Financial Group Inc | 10,737 | $117.6K | 0.00% | +192+1.8% | Added |
| Zacks Investment Management | 11,019 | $120.7K | 0.00% | +11,019 | New |
| Cambridge Investment Research Advisors, Inc. | 11,079 | $121.0K | 0.00% | +11,079 | New |
| Twinbeech Capital LP | 12,484 | $136.7K | 0.00% | +12,484 | New |
| Equitable Trust Co | 13,366 | $146.4K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,958 | $146.7K | 0.00% | −39,624−78.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,474 | $147.5K | 0.03% | +140+1.0% | Added |
| Tower Research Capital LLC (TRC) | 13,870 | $151.9K | 0.00% | +4,485+47.8% | Added |
| Bank of Montreal | 13,684 | $152.3K | 0.00% | +13,684 | New |
| Landscape Capital Management, L.L.C. | 14,128 | $154.7K | 0.02% | +14,128 | New |
| Ameritas Investment Partners, Inc. | 14,534 | $159.1K | 0.01% | +5,158+55.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 14,550 | $159.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 14,686 | $160.8K | 0.01% | +14,686 | New |
| Wolverine Trading, LLC | 15,019 | $167.2K | 0.00% | +15,019 | New |
| MAI Capital Management | 15,792 | $172.9K | 0.00% | +18+0.1% | Added |
| 1492 Capital Management LLC | 16,860 | $184.6K | 0.09% | +16,860 | New |
| Quest Partners LLC | 17,231 | $188.7K | 0.02% | +17,231 | New |
| Wedmont Private Capital | 14,255 | $189.9K | 0.01% | +14,255 | New |
| Kennedy Capital Management, Inc. | 17,472 | $191.3K | 0.00% | +17,472 | New |
| State of Tennessee, Treasury Department | 17,545 | $192.1K | 0.00% | −13,301−43.1% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 18,262 | $200.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 18,117 | $200.4K | 0.00% | +18,117 | New |
| Bridgefront Capital, LLC | 18,421 | $201.7K | 0.08% | +18,421 | New |
| nVerses Capital, LLC | 18,800 | $205.9K | 0.09% | +18,800 | New |
| U.S. Capital Wealth Advisors, LLC | 19,000 | $208.1K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 19,650 | $215.2K | 0.00% | +19,650 | New |
| Quadrature Capital Ltd | 19,978 | $218.6K | 0.00% | −55,034−73.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 20,757 | $227.3K | 0.00% | −10,765−34.2% | Reduced |
| Rockefeller Capital Management L.P. | 20,857 | $228.4K | 0.00% | −2,567−11.0% | Reduced |
| Legacy Investment Solutions, LLC | 16,715 | $230.7K | 0.14% | +16,715 | New |
| Legacy Wealth Managment, LLC | 16,715 | $230.7K | 0.14% | +16,715 | New |
| DekaBank Deutsche Girozentrale | 21,282 | $237.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 21,893 | $239.7K | 0.02% | +11,444+109.5% | Added |
| Pictet Asset Management Holding SA | 21,928 | $240.1K | 0.00% | +10,519+92.2% | Added |
| Schonfeld Strategic Advisors LLC | 22,880 | $250.5K | 0.00% | −37,820−62.3% | Reduced |