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 |
|---|---|---|---|---|---|
| Algert Global LLC | 13,226 | $193.2K | 0.00% | +13,226 | New |
| Johnson Investment Counsel Inc | 13,222 | $193.2K | 0.00% | +13,222 | New |
| Envestnet Asset Management Inc | 12,818 | $187.3K | 0.00% | +12,818 | New |
| Quest Partners LLC | 12,666 | $185.1K | 0.02% | −4,565−26.5% | Reduced |
| JustInvest LLC | 12,311 | $179.9K | 0.00% | +2,055+20.0% | Added |
| Simplex Trading, LLC | 12,151 | $177.0K | 0.00% | −18,462−60.3% | Reduced |
| Keebeck Alpha, LP | 11,882 | $173.6K | 0.18% | +11,882 | New |
| Syon Capital LLC | 11,780 | $172.1K | 0.02% | +11,780 | New |
| Franklin Resources Inc | 11,440 | $167.1K | 0.00% | +482+4.4% | Added |
| HighTower Advisors, LLC | 10,466 | $152.9K | 0.00% | +53+0.5% | Added |
| The PNC Financial Services Group, Inc. | 10,385 | $151.7K | 0.00% | +8,942+619.7% | Added |
| Mackenzie Financial Corp | 10,372 | $151.5K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 10,110 | $147.7K | 0.07% | +10,110 | New |
| Paloma Partners Management Co | 10,000 | $146.1K | 0.01% | +10,000 | New |
| Toth Financial Advisory Corp | 9,000 | $131.5K | 0.02% | +9,000 | New |
| Signaturefd, LLC | 8,269 | $120.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 5,935 | $86.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,978 | $72.7K | 0.01% | +1,621+48.3% | Added |
| Advisor Group Holdings, Inc. | 4,364 | $63.8K | 0.00% | −550−11.2% | Reduced |
| Quarry LP | 4,353 | $63.6K | 0.01% | +3,155+263.4% | Added |
| Jones Financial Companies LLLP | 3,527 | $51.5K | 0.00% | +2,377+206.7% | Added |
| Quadrant Capital Group LLC | 3,475 | $50.8K | 0.00% | +209+6.4% | Added |
| CWM, LLC | 3,325 | $49.0K | 0.00% | +457+15.9% | Added |
| Farther Finance Advisors, LLC | 3,155 | $46.1K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $43.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,704 | $39.5K | 0.00% | +705+35.3% | Added |
| Ancora Advisors, LLC | 2,264 | $33.1K | 0.00% | +18+0.8% | Added |
| Tower Research Capital LLC (TRC) | 2,137 | $31.2K | 0.00% | −11,733−84.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,952 | $28.5K | 0.03% | +1,952 | New |
| Nisa Investment Advisors, LLC | 1,842 | $26.9K | 0.00% | +554+43.0% | Added |
| US Bancorp | 1,691 | $24.7K | 0.00% | +46+2.8% | Added |
| MAI Capital Management | 1,624 | $23.7K | 0.00% | −14,168−89.7% | Reduced |
| SBI Securities Co., Ltd. | 1,158 | $16.9K | 0.00% | +1,158 | New |
| Larson Financial Group LLC | 1,079 | $15.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 980 | $14.3K | 0.01% | +980 | New |
| GWM Advisors LLC | 900 | $13.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 662 | $9.67K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 644 | $9.00K | 0.00% | +414+180.0% | Added |
| ORG Partners LLC | 603 | $8.81K | 0.00% | −940−60.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 540 | $7.89K | 0.00% | −100−15.6% | Reduced |
| First Horizon Advisors, Inc. | 454 | $6.63K | 0.00% | +454 | New |
| IFP Advisors, Inc | 394 | $5.93K | 0.00% | −6−1.5% | Reduced |
| Fortitude Family Office, LLC | 371 | $5.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 319 | $4.66K | 0.00% | +319 | New |
| Hexagon Capital Partners LLC | 318 | $4.65K | 0.00% | +94+42.0% | Added |
| Rothschild Investment LLC | 280 | $4.09K | 0.00% | +85+43.6% | Added |
| Smartleaf Asset Management LLC | 276 | $3.99K | 0.00% | +56+25.5% | Added |
| SJS Investment Consulting Inc. | 270 | $3.95K | 0.00% | +267+8,900.0% | Added |
| Massmutual Trust Co FSB | 267 | $3.90K | 0.00% | +128+92.1% | Added |
| Huntington National Bank | 240 | $3.51K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 203 | $2.97K | 0.00% | +203 | New |
| Umb Bank N A | 190 | $2.78K | 0.00% | +190 | New |
| Lindbrook Capital, LLC | 165 | $2.41K | 0.00% | +72+77.4% | Added |
| Global Retirement Partners, LLC | 152 | $2.22K | 0.00% | +152 | New |
| Parallel Advisors, LLC | 150 | $2.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 141 | $2.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $1.23K | 0.00% | +50+147.1% | Added |
| Riggs Asset Managment Co. Inc. | 84 | $1.22K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 46 | $1.00K | 0.00% | −111−70.7% | Reduced |
| Ridgewood Investments LLC | 60 | $877 | 0.00% | −44−42.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 60 | $877 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $570 | 0.00% | +39 | New |
| Harbour Investments, Inc. | 21 | $307 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $307 | 0.00% | +21 | New |
| Creative Financial Designs Inc | 17 | $253 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $176 | 0.00% | +12 | New |
| WealthTrak Capital Management LLC | 10 | $147 | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 9 | $130 | 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 |
| TFC Financial Management | 1 | $15 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $15 | 0.00% | 00.0% | Unchanged |
| 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 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,233,021−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −525,000−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Auto-Owners Insurance Co | 0 | $0 | 0.00% | −336,111−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −234,780−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −91,053−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −72,573−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −49,690−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −40,716−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −25,333−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −22,880−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,893−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,978−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −18,421−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −17,472−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −15,019−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,128−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −13,474−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,484−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,079−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −11,019−100.0% | Sold out |
| RiverGlades Family Offices LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −6,156−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −4,192−100.0% | Sold out |