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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 13,999 | $157.3K | 0.00% | +2,559+22.4% | Added |
| Legacy Wealth Managment, LLC | 13,582 | $152.7K | 0.11% | −1,913−12.3% | Reduced |
| Equitable Trust Co | 13,366 | $150.2K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,222 | $148.6K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 12,667 | $142.4K | 0.07% | +12,667 | New |
| Xponance, Inc. | 12,571 | $141.3K | 0.00% | −8,493−40.3% | Reduced |
| Picton Mahoney Asset Management | 12,174 | $136.0K | 0.00% | −2,671−18.0% | Reduced |
| Quest Partners LLC | 12,099 | $136.0K | 0.01% | −567−4.5% | Reduced |
| Twinbeech Capital LP | 11,861 | $133.3K | 0.00% | +11,861 | New |
| Fox Run Management, L.L.C. | 11,806 | $132.7K | 0.02% | +11,806 | New |
| CI Private Wealth, LLC | 11,625 | $130.7K | 0.00% | −15,312−56.8% | Reduced |
| Envestnet Asset Management Inc | 11,543 | $129.7K | 0.00% | −1,275−9.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,395 | $128.1K | 0.00% | −182,559−94.1% | Reduced |
| M&T Bank Corp | 11,252 | $126.8K | 0.00% | −35,568−76.0% | Reduced |
| Bryce Point Capital, LLC | 10,290 | $125.6K | 0.09% | −84,207−89.1% | Reduced |
| Gsa Capital Partners LLP | 10,819 | $122.0K | 0.01% | +10,819 | New |
| Ethic Inc. | 10,995 | $121.8K | 0.00% | +10,995 | New |
| KBC Group NV | 10,439 | $117.0K | 0.00% | +10,439 | New |
| DRW Securities, LLC | 10,188 | $114.5K | 0.01% | +10,188 | New |
| The PNC Financial Services Group, Inc. | 10,102 | $113.5K | 0.00% | −283−2.7% | Reduced |
| Signaturefd, LLC | 7,967 | $89.5K | 0.00% | −302−3.7% | Reduced |
| American National Bank | 5,935 | $66.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,496 | $61.8K | 0.00% | +3,359+157.2% | Added |
| Toth Financial Advisory Corp | 4,310 | $48.4K | 0.01% | −4,690−52.1% | Reduced |
| Jones Financial Companies LLLP | 4,321 | $48.1K | 0.00% | +794+22.5% | Added |
| Advisor Group Holdings, Inc. | 4,235 | $47.6K | 0.00% | −129−3.0% | Reduced |
| Ancora Advisors, LLC | 3,287 | $37.0K | 0.00% | +1,023+45.2% | Added |
| Quadrant Capital Group LLC | 3,266 | $36.7K | 0.00% | −209−6.0% | Reduced |
| Public Employees Retirement System of Ohio | 3,123 | $35.1K | 0.00% | +419+15.5% | Added |
| Spirit of America Management Corp | 3,000 | $33.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,475 | $27.8K | 0.00% | −2,503−50.3% | Reduced |
| Skopos Labs, Inc. | 2,457 | $27.6K | 0.01% | +2,254+1,110.3% | Added |
| CWM, LLC | 2,323 | $26.0K | 0.00% | −1,002−30.1% | Reduced |
| Allworth Financial LP | 3,002 | $25.5K | 0.00% | +3,002 | New |
| Sterling Capital Management LLC | 2,170 | $24.4K | 0.00% | −36,149−94.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,700 | $19.1K | 0.00% | +1,700 | New |
| MAI Capital Management | 1,685 | $18.9K | 0.00% | +61+3.8% | Added |
| Macquarie Group Ltd | 1,433 | $16.1K | 0.00% | +1,433 | New |
| SRS Capital Advisors, Inc. | 1,409 | $15.8K | 0.00% | +1,409 | New |
| Nisa Investment Advisors, LLC | 1,384 | $15.6K | 0.00% | −458−24.9% | Reduced |
| US Bancorp | 1,339 | $15.1K | 0.00% | −352−20.8% | Reduced |
| Simplex Trading, LLC | 1,278 | $14.0K | 0.00% | −10,873−89.5% | Reduced |
| Larson Financial Group LLC | 1,187 | $13.3K | 0.00% | +108+10.0% | Added |
| ORG Partners LLC | 1,063 | $11.8K | 0.00% | +460+76.3% | Added |
| GWM Advisors LLC | 900 | $10.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 581 | $6.53K | 0.00% | +581 | New |
| First Horizon Advisors, Inc. | 568 | $6.38K | 0.00% | +114+25.1% | Added |
| Umb Bank N A | 541 | $6.08K | 0.00% | +351+184.7% | Added |
| Steward Partners Investment Advisory, LLC | 540 | $6.07K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 473 | $5.32K | 0.00% | +323+215.3% | Added |
| Coldstream Capital Management Inc | 468 | $5.26K | 0.00% | +468 | New |
| Massmutual Trust Co FSB | 404 | $4.54K | 0.00% | +137+51.3% | Added |
| Quarry LP | 401 | $4.51K | 0.00% | −3,952−90.8% | Reduced |
| IFP Advisors, Inc | 400 | $4.50K | 0.00% | +6+1.5% | Added |
| Sofos Investments, Inc. | 400 | $4.50K | 0.00% | +400 | New |
| SBI Securities Co., Ltd. | 385 | $4.33K | 0.00% | −773−66.8% | Reduced |
| Fortitude Family Office, LLC | 371 | $4.17K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 369 | $4.15K | 0.00% | +369 | New |
| 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 |
| Farther Finance Advisors, LLC | 350 | $3.88K | 0.00% | −2,805−88.9% | Reduced |
| Private Trust Co NA | 319 | $3.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 291 | $3.27K | 0.00% | +11+3.9% | Added |
| Huntington National Bank | 287 | $3.23K | 0.00% | +47+19.6% | Added |
| Hexagon Capital Partners LLC | 234 | $2.63K | 0.00% | −84−26.4% | Reduced |
| Boston Private Wealth LLC | 200 | $2.25K | 0.00% | +200 | New |
| WPG Advisers, LLC | 183 | $2.06K | 0.00% | +162+771.4% | Added |
| EverSource Wealth Advisors, LLC | 134 | $1.51K | 0.00% | +95+243.6% | Added |
| Smartleaf Asset Management LLC | 128 | $1.43K | 0.00% | −148−53.6% | Reduced |
| Parkside Financial Bank & Trust | 102 | $1.15K | 0.00% | +90+750.0% | Added |
| Farmers & Merchants Investments Inc | 100 | $1.12K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 92 | $1.03K | 0.00% | −73−44.2% | Reduced |
| Rise Advisors, LLC | 74 | $832 | 0.00% | +74 | New |
| Geneos Wealth Management Inc. | 70 | $787 | 0.00% | +70 | New |
| Ridgewood Investments LLC | 60 | $674 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $674 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $619 | 0.00% | +55 | New |
| Rialto Wealth Management, LLC | 44 | $495 | 0.00% | +44 | New |
| Stephens Consulting, LLC | 35 | $394 | 0.00% | +35 | New |
| Versant Capital Management, Inc | 34 | $382 | 0.00% | −50−59.5% | Reduced |
| CoreCap Advisors, LLC | 30 | $337 | 0.00% | +30 | New |
| Harbour Investments, Inc. | 21 | $236 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $197 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $135 | 0.00% | −258−95.6% | Reduced |
| Global Financial Private Client, LLC | 8 | $90 | 0.00% | +5+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $79 | 0.00% | +6+600.0% | Added |
| IAG Wealth Partners, LLC | 3 | $34 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $11 | 0.00% | +1 | New |
| 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 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,034,189−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −900,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −357,875−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −254,706−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −135,855−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −108,936−100.0% | Sold out |