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, Q2 2025
Institutional positions in Crescent Energy Co as of Jun 30, 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
- 275
- −15 vs. Q1 2025
- Shares held
- 201.7M
- +27.1M (+15.5%) vs. Q1 2025
- Total value
- $1.74B
- −$227.4M (−11.6%) vs. Q1 2025
- New holders
- 40
- 124 more added
- Sold out
- 55
- 78 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 96 | $0 | 0.00% | +40+71.4% | Added |
| Covestor Ltd | 19 | $0 | 0.00% | +4+26.7% | Added |
| TFC Financial Management | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $19 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 5 | $43 | 0.00% | −25−83.3% | Reduced |
| Farther Finance Advisors, LLC | 7 | $60 | 0.00% | −343−98.0% | Reduced |
| HFM Investment Advisors, LLC | 8 | $69 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 13 | $111 | 0.00% | +12+1,200.0% | Added |
| SJS Investment Consulting Inc. | 15 | $129 | 0.00% | +3+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $147 | 0.00% | +10+142.9% | Added |
| Harbour Investments, Inc. | 21 | $181 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $361 | 0.00% | −329−88.7% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $379 | 0.00% | −11−20.0% | Reduced |
| Ridgewood Investments LLC | 60 | $516 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $516 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 64 | $551 | 0.00% | +20+45.5% | Added |
| Farmers & Merchants Investments Inc | 100 | $860 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $860 | 0.00% | +100 | New |
| Rise Advisors, LLC | 108 | $929 | 0.00% | +34+45.9% | Added |
| Picton Mahoney Asset Management | 108 | $1.00K | 0.00% | −12,066−99.1% | Reduced |
| Hughes Financial Services, LLC | 119 | $1.10K | 0.00% | +119 | New |
| Atlantic Trust, LLC | 132 | $1.14K | 0.00% | +132 | New |
| Headlands Technologies LLC | 146 | $1.26K | 0.00% | +146 | New |
| Huntington National Bank | 206 | $1.77K | 0.00% | −81−28.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 259 | $2.23K | 0.00% | +259 | New |
| Prestige Wealth Management Group LLC | 293 | $2.52K | 0.00% | +293 | New |
| Larson Financial Group LLC | 302 | $2.60K | 0.00% | −885−74.6% | Reduced |
| UMA Financial Services, Inc. | 315 | $2.71K | 0.00% | +315 | New |
| Cornerstone Planning Group LLC | 300 | $2.81K | 0.00% | +300 | New |
| Parallel Advisors, LLC | 335 | $2.88K | 0.00% | −138−29.2% | Reduced |
| Bessemer Group Inc | 364 | $3.00K | 0.00% | −19−5.0% | Reduced |
| Optiver Holding B.V. | 350 | $3.01K | 0.00% | −231−39.8% | Reduced |
| SBI Securities Co., Ltd. | 364 | $3.13K | 0.00% | −21−5.5% | Reduced |
| Rothschild Investment LLC | 390 | $3.35K | 0.00% | +99+34.0% | Added |
| Financial Gravity Companies, Inc. | 400 | $3.44K | 0.00% | +400 | New |
| Smartleaf Asset Management LLC | 439 | $3.93K | 0.00% | +311+243.0% | Added |
| Parkside Financial Bank & Trust | 460 | $3.96K | 0.00% | +358+351.0% | Added |
| Toth Financial Advisory Corp | 560 | $4.82K | 0.00% | −3,750−87.0% | Reduced |
| Clear Street Markets LLC | 583 | $5.01K | 0.00% | +583 | New |
| First Horizon Advisors, Inc. | 644 | $5.54K | 0.00% | +76+13.4% | Added |
| IFP Advisors, Inc | 675 | $5.80K | 0.00% | +275+68.8% | Added |
| Mount Yale Investment Advisors, LLC | 777 | $6.68K | 0.00% | +777 | New |
| ORG Partners LLC | 772 | $6.85K | 0.00% | −291−27.4% | Reduced |
| Umb Bank N A | 841 | $7.23K | 0.00% | +300+55.5% | Added |
| Massmutual Trust Co FSB | 994 | $8.55K | 0.00% | +590+146.0% | Added |
| Quarry LP | 1,029 | $8.85K | 0.00% | +628+156.6% | Added |
| EverSource Wealth Advisors, LLC | 1,249 | $10.7K | 0.00% | +1,115+832.1% | Added |
| Essential Partners LLC | 1,315 | $11.3K | 0.00% | +1,315 | New |
| Fifth Third Bancorp | 1,524 | $13.1K | 0.00% | +1,155+313.0% | Added |
| True Wealth Design, LLC | 1,579 | $13.6K | 0.00% | +1,579 | New |
| MAI Capital Management | 1,664 | $14.3K | 0.00% | −21−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,700 | $14.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,822 | $15.7K | 0.00% | +483+36.1% | Added |
| SRS Capital Advisors, Inc. | 1,853 | $15.9K | 0.00% | +444+31.5% | Added |
| Versant Capital Management, Inc | 2,013 | $17.3K | 0.00% | +1,979+5,820.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,456 | $21.1K | 0.02% | +2,456 | New |
| Nisa Investment Advisors, LLC | 2,473 | $21.3K | 0.00% | +1,089+78.7% | Added |
| Hantz Financial Services, Inc. | 2,552 | $22.0K | 0.00% | +2,190+605.0% | Added |
| Spirit of America Management Corp | 3,000 | $25.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,138 | $27.0K | 0.00% | +136+4.5% | Added |
| Skopos Labs, Inc. | 3,582 | $30.8K | 0.00% | +1,125+45.8% | Added |
| Public Employees Retirement System of Ohio | 4,055 | $34.9K | 0.00% | +932+29.8% | Added |
| Sterling Capital Management LLC | 4,832 | $41.6K | 0.00% | +2,662+122.7% | Added |
| Advisor Group Holdings, Inc. | 5,301 | $45.6K | 0.00% | +1,066+25.2% | Added |
| American National Bank | 5,935 | $51.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 6,818 | $59.0K | 0.00% | −3,621−34.7% | Reduced |
| Simplex Trading, LLC | 7,070 | $60.0K | 0.00% | +5,792+453.2% | Added |
| Signaturefd, LLC | 8,213 | $70.6K | 0.00% | +246+3.1% | Added |
| GAMMA Investing LLC | 9,585 | $82.4K | 0.01% | +7,110+287.3% | Added |
| Cura Wealth Advisors, LLC | 10,000 | $86.0K | 0.04% | +10,000 | New |
| Mackenzie Financial Corp | 10,372 | $89.2K | 0.00% | −15,696−60.2% | Reduced |
| MQS Management LLC | 10,558 | $90.8K | 0.05% | +10,558 | New |
| Heritage Wealth Management, Inc. | 10,600 | $91.2K | 0.03% | −95,825−90.0% | Reduced |
| Buckingham Strategic Partners | 11,213 | $96.5K | 0.00% | +11,213 | New |
| Sprott Inc. | 11,250 | $96.8K | 0.00% | +11,250 | New |
| Merit Financial Group, LLC | 11,899 | $102.3K | 0.00% | +11,899 | New |
| GWM Advisors LLC | 11,951 | $102.8K | 0.00% | +11,051+1,227.9% | Added |
| The PNC Financial Services Group, Inc. | 12,726 | $109.4K | 0.00% | +2,624+26.0% | Added |
| Stoneridge Investment Partners LLC | 12,897 | $111.0K | 0.08% | +12,897 | New |
| Equitable Trust Co | 13,366 | $114.9K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 13,461 | $115.8K | 0.00% | −35,111−72.3% | Reduced |
| Cerity Partners LLC | 13,605 | $117.0K | 0.00% | +13,605 | New |
| Xponance, Inc. | 13,825 | $118.9K | 0.00% | +1,254+10.0% | Added |
| Janney Montgomery Scott LLC | 13,996 | $120.0K | 0.00% | −100−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 14,091 | $121.2K | 0.00% | +8,595+156.4% | Added |
| Verition Fund Management LLC | 14,281 | $122.8K | 0.00% | −191,050−93.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 14,550 | $125.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 14,687 | $126.3K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 14,908 | $128.2K | 0.07% | 00.0% | Unchanged |
| Pickering Energy Partners LP | 15,000 | $129.0K | 3.17% | −19,000−55.9% | Reduced |
| GTS Securities LLC | 15,244 | $131.1K | 0.01% | −15,037−49.7% | Reduced |
| Inceptionr LLC | 15,522 | $133.5K | 0.03% | +15,522 | New |
| Johnson Investment Counsel Inc | 15,842 | $136.2K | 0.00% | +2,620+19.8% | Added |
| Legacy Wealth Managment, LLC | 16,013 | $137.7K | 0.07% | +2,431+17.9% | Added |
| Legacy Investment Solutions, LLC | 16,013 | $137.7K | 0.07% | +16,013 | New |
| VestGen Advisors, LLC | 16,300 | $140.2K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,955 | $145.8K | 0.00% | +5,330+45.8% | Added |
| CIBC Asset Management Inc | 16,956 | $145.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 17,212 | $148.0K | 0.00% | +17,212 | New |
| Annandale Capital, LLC | 17,273 | $149.0K | 0.03% | +670+4.0% | Added |