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 2025
Institutional positions in Crescent Energy Co as of Mar 31, 2025. 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
- 292
- +20 vs. Q4 2024
- Shares held
- 174.6M
- −2.55M (−1.4%) vs. Q4 2024
- Total value
- $1.96B
- −$625.7M (−24.2%) vs. Q4 2024
- New holders
- 53
- 112 more added
- Sold out
- 33
- 91 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | −31−67.4% | Reduced |
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 56 | $0 | 0.00% | +32+133.3% | Added |
| Bay Harbor Wealth Management, LLC | 1 | $11 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $12 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3 | $34 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $79 | 0.00% | +6+600.0% | Added |
| Global Financial Private Client, LLC | 8 | $90 | 0.00% | +5+166.7% | Added |
| SJS Investment Consulting Inc. | 12 | $135 | 0.00% | −258−95.6% | Reduced |
| Creative Financial Designs Inc | 17 | $197 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $236 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 30 | $337 | 0.00% | +30 | New |
| Versant Capital Management, Inc | 34 | $382 | 0.00% | −50−59.5% | Reduced |
| Stephens Consulting, LLC | 35 | $394 | 0.00% | +35 | New |
| Rialto Wealth Management, LLC | 44 | $495 | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 55 | $619 | 0.00% | +55 | New |
| Ridgewood Investments LLC | 60 | $674 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $674 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $787 | 0.00% | +70 | New |
| Rise Advisors, LLC | 74 | $832 | 0.00% | +74 | New |
| Lindbrook Capital, LLC | 92 | $1.03K | 0.00% | −73−44.2% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $1.12K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 102 | $1.15K | 0.00% | +90+750.0% | Added |
| Smartleaf Asset Management LLC | 128 | $1.43K | 0.00% | −148−53.6% | Reduced |
| EverSource Wealth Advisors, LLC | 134 | $1.51K | 0.00% | +95+243.6% | Added |
| WPG Advisers, LLC | 183 | $2.06K | 0.00% | +162+771.4% | Added |
| Boston Private Wealth LLC | 200 | $2.25K | 0.00% | +200 | New |
| Hexagon Capital Partners LLC | 234 | $2.63K | 0.00% | −84−26.4% | Reduced |
| Huntington National Bank | 287 | $3.23K | 0.00% | +47+19.6% | Added |
| Rothschild Investment LLC | 291 | $3.27K | 0.00% | +11+3.9% | Added |
| Private Trust Co NA | 319 | $3.59K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 350 | $3.88K | 0.00% | −2,805−88.9% | Reduced |
| Bessemer Group Inc | 383 | $4.00K | 0.00% | −261−40.5% | Reduced |
| Hantz Financial Services, Inc. | 362 | $4.00K | 0.00% | +359+11,966.7% | Added |
| Fifth Third Bancorp | 369 | $4.15K | 0.00% | +369 | New |
| Fortitude Family Office, LLC | 371 | $4.17K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 385 | $4.33K | 0.00% | −773−66.8% | Reduced |
| IFP Advisors, Inc | 400 | $4.50K | 0.00% | +6+1.5% | Added |
| Sofos Investments, Inc. | 400 | $4.50K | 0.00% | +400 | New |
| Quarry LP | 401 | $4.51K | 0.00% | −3,952−90.8% | Reduced |
| Massmutual Trust Co FSB | 404 | $4.54K | 0.00% | +137+51.3% | Added |
| Coldstream Capital Management Inc | 468 | $5.26K | 0.00% | +468 | New |
| Parallel Advisors, LLC | 473 | $5.32K | 0.00% | +323+215.3% | Added |
| Steward Partners Investment Advisory, LLC | 540 | $6.07K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 541 | $6.08K | 0.00% | +351+184.7% | Added |
| First Horizon Advisors, Inc. | 568 | $6.38K | 0.00% | +114+25.1% | Added |
| Optiver Holding B.V. | 581 | $6.53K | 0.00% | +581 | New |
| GWM Advisors LLC | 900 | $10.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,063 | $11.8K | 0.00% | +460+76.3% | Added |
| Larson Financial Group LLC | 1,187 | $13.3K | 0.00% | +108+10.0% | Added |
| Simplex Trading, LLC | 1,278 | $14.0K | 0.00% | −10,873−89.5% | Reduced |
| US Bancorp | 1,339 | $15.1K | 0.00% | −352−20.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,384 | $15.6K | 0.00% | −458−24.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,409 | $15.8K | 0.00% | +1,409 | New |
| Macquarie Group Ltd | 1,433 | $16.1K | 0.00% | +1,433 | New |
| MAI Capital Management | 1,685 | $18.9K | 0.00% | +61+3.8% | Added |
| Nomura Asset Management Co Ltd | 1,700 | $19.1K | 0.00% | +1,700 | New |
| Sterling Capital Management LLC | 2,170 | $24.4K | 0.00% | −36,149−94.3% | Reduced |
| Allworth Financial LP | 3,002 | $25.5K | 0.00% | +3,002 | New |
| CWM, LLC | 2,323 | $26.0K | 0.00% | −1,002−30.1% | Reduced |
| Skopos Labs, Inc. | 2,457 | $27.6K | 0.01% | +2,254+1,110.3% | Added |
| GAMMA Investing LLC | 2,475 | $27.8K | 0.00% | −2,503−50.3% | Reduced |
| Spirit of America Management Corp | 3,000 | $33.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,123 | $35.1K | 0.00% | +419+15.5% | Added |
| Quadrant Capital Group LLC | 3,266 | $36.7K | 0.00% | −209−6.0% | Reduced |
| Ancora Advisors, LLC | 3,287 | $37.0K | 0.00% | +1,023+45.2% | Added |
| Advisor Group Holdings, Inc. | 4,235 | $47.6K | 0.00% | −129−3.0% | Reduced |
| Jones Financial Companies LLLP | 4,321 | $48.1K | 0.00% | +794+22.5% | Added |
| Toth Financial Advisory Corp | 4,310 | $48.4K | 0.01% | −4,690−52.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,496 | $61.8K | 0.00% | +3,359+157.2% | Added |
| American National Bank | 5,935 | $66.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,967 | $89.5K | 0.00% | −302−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 10,102 | $113.5K | 0.00% | −283−2.7% | Reduced |
| DRW Securities, LLC | 10,188 | $114.5K | 0.01% | +10,188 | New |
| KBC Group NV | 10,439 | $117.0K | 0.00% | +10,439 | New |
| Ethic Inc. | 10,995 | $121.8K | 0.00% | +10,995 | New |
| Gsa Capital Partners LLP | 10,819 | $122.0K | 0.01% | +10,819 | New |
| Bryce Point Capital, LLC | 10,290 | $125.6K | 0.09% | −84,207−89.1% | Reduced |
| M&T Bank Corp | 11,252 | $126.8K | 0.00% | −35,568−76.0% | Reduced |
| BNP Paribas Arbitrage, SA | 11,395 | $128.1K | 0.00% | −182,559−94.1% | Reduced |
| Envestnet Asset Management Inc | 11,543 | $129.7K | 0.00% | −1,275−9.9% | Reduced |
| CI Private Wealth, LLC | 11,625 | $130.7K | 0.00% | −15,312−56.8% | Reduced |
| Fox Run Management, L.L.C. | 11,806 | $132.7K | 0.02% | +11,806 | New |
| Twinbeech Capital LP | 11,861 | $133.3K | 0.00% | +11,861 | New |
| Quest Partners LLC | 12,099 | $136.0K | 0.01% | −567−4.5% | Reduced |
| Picton Mahoney Asset Management | 12,174 | $136.0K | 0.00% | −2,671−18.0% | Reduced |
| Xponance, Inc. | 12,571 | $141.3K | 0.00% | −8,493−40.3% | Reduced |
| Sherbrooke Park Advisers LLC | 12,667 | $142.4K | 0.07% | +12,667 | New |
| Johnson Investment Counsel Inc | 13,222 | $148.6K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 13,366 | $150.2K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 13,582 | $152.7K | 0.11% | −1,913−12.3% | Reduced |
| Franklin Resources Inc | 13,999 | $157.3K | 0.00% | +2,559+22.4% | Added |
| Janney Montgomery Scott LLC | 14,096 | $158.0K | 0.00% | −8,924−38.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 14,550 | $163.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 14,687 | $165.1K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 14,908 | $167.6K | 0.09% | +4,798+47.5% | Added |
| Schonfeld Strategic Advisors LLC | 15,734 | $176.8K | 0.00% | +15,734 | New |
| VestGen Advisors, LLC | 16,300 | $183.2K | 0.01% | +16,300 | New |
| Annandale Capital, LLC | 16,603 | $187.0K | 0.04% | +16,603 | New |
| Oxford Asset Management LLP | 16,907 | $190.0K | 0.09% | +16,907 | New |