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 2024
Institutional positions in Crescent Energy Co as of Dec 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
- 275
- +42 vs. Q3 2024
- Shares held
- 179.6M
- +47.3M (+35.8%) vs. Q3 2024
- Total value
- $2.62B
- +$1.18B (+81.1%) vs. Q3 2024
- New holders
- 76
- 109 more added
- Sold out
- 34
- 49 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $0 | 0.00% | +19+380.0% | Added |
| TFC Financial Management | 1 | $15 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $44 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $44 | 0.00% | +3 | New |
| Coppell Advisory Solutions LLC | 9 | $130 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $147 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 12 | $176 | 0.00% | +12 | New |
| Creative Financial Designs Inc | 17 | $253 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $307 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $307 | 0.00% | +21 | New |
| EverSource Wealth Advisors, LLC | 39 | $570 | 0.00% | +39 | New |
| Ridgewood Investments LLC | 60 | $877 | 0.00% | −44−42.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 60 | $877 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 46 | $1.00K | 0.00% | −111−70.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 84 | $1.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $1.23K | 0.00% | +50+147.1% | Added |
| Private Wealth Management Group, LLC | 141 | $2.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 150 | $2.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 152 | $2.22K | 0.00% | +152 | New |
| Lindbrook Capital, LLC | 165 | $2.41K | 0.00% | +72+77.4% | Added |
| Umb Bank N A | 190 | $2.78K | 0.00% | +190 | New |
| Skopos Labs, Inc. | 203 | $2.97K | 0.00% | +203 | New |
| Huntington National Bank | 240 | $3.51K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 267 | $3.90K | 0.00% | +128+92.1% | Added |
| SJS Investment Consulting Inc. | 270 | $3.95K | 0.00% | +267+8,900.0% | Added |
| Smartleaf Asset Management LLC | 276 | $3.99K | 0.00% | +56+25.5% | Added |
| Rothschild Investment LLC | 280 | $4.09K | 0.00% | +85+43.6% | Added |
| Hexagon Capital Partners LLC | 318 | $4.65K | 0.00% | +94+42.0% | Added |
| Private Trust Co NA | 319 | $4.66K | 0.00% | +319 | New |
| Fortitude Family Office, LLC | 371 | $5.42K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 394 | $5.93K | 0.00% | −6−1.5% | Reduced |
| First Horizon Advisors, Inc. | 454 | $6.63K | 0.00% | +454 | New |
| Steward Partners Investment Advisory, LLC | 540 | $7.89K | 0.00% | −100−15.6% | Reduced |
| ORG Partners LLC | 603 | $8.81K | 0.00% | −940−60.9% | Reduced |
| Bessemer Group Inc | 644 | $9.00K | 0.00% | +414+180.0% | Added |
| WealthCollab, LLC | 662 | $9.67K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 900 | $13.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 980 | $14.3K | 0.01% | +980 | New |
| Larson Financial Group LLC | 1,079 | $15.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,158 | $16.9K | 0.00% | +1,158 | New |
| MAI Capital Management | 1,624 | $23.7K | 0.00% | −14,168−89.7% | Reduced |
| US Bancorp | 1,691 | $24.7K | 0.00% | +46+2.8% | Added |
| Nisa Investment Advisors, LLC | 1,842 | $26.9K | 0.00% | +554+43.0% | Added |
| Caitong International Asset Management Co., Ltd | 1,952 | $28.5K | 0.03% | +1,952 | New |
| Tower Research Capital LLC (TRC) | 2,137 | $31.2K | 0.00% | −11,733−84.6% | Reduced |
| Ancora Advisors, LLC | 2,264 | $33.1K | 0.00% | +18+0.8% | Added |
| Public Employees Retirement System of Ohio | 2,704 | $39.5K | 0.00% | +705+35.3% | Added |
| Spirit of America Management Corp | 3,000 | $43.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,155 | $46.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,325 | $49.0K | 0.00% | +457+15.9% | Added |
| Quadrant Capital Group LLC | 3,475 | $50.8K | 0.00% | +209+6.4% | Added |
| Jones Financial Companies LLLP | 3,527 | $51.5K | 0.00% | +2,377+206.7% | Added |
| Quarry LP | 4,353 | $63.6K | 0.01% | +3,155+263.4% | Added |
| Advisor Group Holdings, Inc. | 4,364 | $63.8K | 0.00% | −550−11.2% | Reduced |
| GAMMA Investing LLC | 4,978 | $72.7K | 0.01% | +1,621+48.3% | Added |
| American National Bank | 5,935 | $86.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,269 | $120.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9,000 | $131.5K | 0.02% | +9,000 | New |
| Paloma Partners Management Co | 10,000 | $146.1K | 0.01% | +10,000 | New |
| Innealta Capital, LLC | 10,110 | $147.7K | 0.07% | +10,110 | New |
| Mackenzie Financial Corp | 10,372 | $151.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,385 | $151.7K | 0.00% | +8,942+619.7% | Added |
| HighTower Advisors, LLC | 10,466 | $152.9K | 0.00% | +53+0.5% | Added |
| Franklin Resources Inc | 11,440 | $167.1K | 0.00% | +482+4.4% | Added |
| Syon Capital LLC | 11,780 | $172.1K | 0.02% | +11,780 | New |
| Keebeck Alpha, LP | 11,882 | $173.6K | 0.18% | +11,882 | New |
| Simplex Trading, LLC | 12,151 | $177.0K | 0.00% | −18,462−60.3% | Reduced |
| JustInvest LLC | 12,311 | $179.9K | 0.00% | +2,055+20.0% | Added |
| Quest Partners LLC | 12,666 | $185.1K | 0.02% | −4,565−26.5% | Reduced |
| Envestnet Asset Management Inc | 12,818 | $187.3K | 0.00% | +12,818 | New |
| Johnson Investment Counsel Inc | 13,222 | $193.2K | 0.00% | +13,222 | New |
| Algert Global LLC | 13,226 | $193.2K | 0.00% | +13,226 | New |
| Equitable Trust Co | 13,366 | $195.3K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 13,711 | $200.3K | 0.00% | −1,388,463−99.0% | Reduced |
| Natixis Advisors, L.P. | 14,477 | $212.0K | 0.00% | +14,477 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 14,550 | $212.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 14,687 | $214.6K | 0.01% | +10.0% | Added |
| Picton Mahoney Asset Management | 14,845 | $217.0K | 0.01% | +14,737+13,645.4% | Added |
| CIBC World Markets Corp | 15,210 | $222.2K | 0.00% | +15,210 | New |
| Legacy Investment Solutions, LLC | 15,495 | $227.2K | 0.15% | −1,220−7.3% | Reduced |
| Legacy Wealth Managment, LLC | 15,495 | $227.2K | 0.15% | −1,220−7.3% | Reduced |
| AQR Capital Management LLC | 15,707 | $229.5K | 0.00% | −125,472−88.9% | Reduced |
| Wedmont Private Capital | 14,512 | $230.2K | 0.01% | +257+1.8% | Added |
| 1492 Capital Management LLC | 16,860 | $246.3K | 0.12% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 16,911 | $247.1K | 0.03% | +16,911 | New |
| CIBC Asset Management Inc | 16,958 | $247.8K | 0.00% | +16,958 | New |
| Ameritas Investment Partners, Inc. | 17,003 | $248.4K | 0.01% | +2,469+17.0% | Added |
| PharVision Advisers, LLC | 18,265 | $266.9K | 0.23% | +18,265 | New |
| HSBC Holdings PLC | 18,902 | $276.0K | 0.00% | +785+4.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,015 | $277.8K | 0.01% | +15+0.1% | Added |
| DekaBank Deutsche Girozentrale | 21,282 | $289.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,298 | $296.6K | 0.04% | −24,900−55.1% | Reduced |
| Xponance, Inc. | 21,064 | $307.7K | 0.00% | +21,064 | New |
| Everence Capital Management Inc | 21,360 | $312.0K | 0.02% | +21,360 | New |
| Guggenheim Capital LLC | 22,190 | $324.2K | 0.00% | +22,190 | New |
| Janney Montgomery Scott LLC | 23,020 | $336.0K | 0.00% | −12,939−36.0% | Reduced |
| LSV Asset Management | 23,750 | $347.0K | 0.00% | −54,374−69.6% | Reduced |