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 |
|---|---|---|---|---|---|
| Sprott Inc. | 11,250 | $96.8K | 0.00% | +11,250 | New |
| Buckingham Strategic Partners | 11,213 | $96.5K | 0.00% | +11,213 | New |
| Heritage Wealth Management, Inc. | 10,600 | $91.2K | 0.03% | −95,825−90.0% | Reduced |
| MQS Management LLC | 10,558 | $90.8K | 0.05% | +10,558 | New |
| Mackenzie Financial Corp | 10,372 | $89.2K | 0.00% | −15,696−60.2% | Reduced |
| Cura Wealth Advisors, LLC | 10,000 | $86.0K | 0.04% | +10,000 | New |
| GAMMA Investing LLC | 9,585 | $82.4K | 0.01% | +7,110+287.3% | Added |
| Signaturefd, LLC | 8,213 | $70.6K | 0.00% | +246+3.1% | Added |
| Simplex Trading, LLC | 7,070 | $60.0K | 0.00% | +5,792+453.2% | Added |
| KBC Group NV | 6,818 | $59.0K | 0.00% | −3,621−34.7% | Reduced |
| American National Bank | 5,935 | $51.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,301 | $45.6K | 0.00% | +1,066+25.2% | Added |
| Sterling Capital Management LLC | 4,832 | $41.6K | 0.00% | +2,662+122.7% | Added |
| Public Employees Retirement System of Ohio | 4,055 | $34.9K | 0.00% | +932+29.8% | Added |
| Skopos Labs, Inc. | 3,582 | $30.8K | 0.00% | +1,125+45.8% | Added |
| Allworth Financial LP | 3,138 | $27.0K | 0.00% | +136+4.5% | Added |
| Spirit of America Management Corp | 3,000 | $25.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,552 | $22.0K | 0.00% | +2,190+605.0% | Added |
| Nisa Investment Advisors, LLC | 2,473 | $21.3K | 0.00% | +1,089+78.7% | Added |
| Caitong International Asset Management Co., Ltd | 2,456 | $21.1K | 0.02% | +2,456 | New |
| Versant Capital Management, Inc | 2,013 | $17.3K | 0.00% | +1,979+5,820.6% | Added |
| SRS Capital Advisors, Inc. | 1,853 | $15.9K | 0.00% | +444+31.5% | Added |
| US Bancorp | 1,822 | $15.7K | 0.00% | +483+36.1% | Added |
| Nomura Asset Management Co Ltd | 1,700 | $14.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,664 | $14.3K | 0.00% | −21−1.2% | Reduced |
| True Wealth Design, LLC | 1,579 | $13.6K | 0.00% | +1,579 | New |
| Fifth Third Bancorp | 1,524 | $13.1K | 0.00% | +1,155+313.0% | Added |
| Essential Partners LLC | 1,315 | $11.3K | 0.00% | +1,315 | New |
| EverSource Wealth Advisors, LLC | 1,249 | $10.7K | 0.00% | +1,115+832.1% | Added |
| Quarry LP | 1,029 | $8.85K | 0.00% | +628+156.6% | Added |
| Massmutual Trust Co FSB | 994 | $8.55K | 0.00% | +590+146.0% | Added |
| Umb Bank N A | 841 | $7.23K | 0.00% | +300+55.5% | Added |
| ORG Partners LLC | 772 | $6.85K | 0.00% | −291−27.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 777 | $6.68K | 0.00% | +777 | New |
| IFP Advisors, Inc | 675 | $5.80K | 0.00% | +275+68.8% | Added |
| First Horizon Advisors, Inc. | 644 | $5.54K | 0.00% | +76+13.4% | Added |
| Clear Street Markets LLC | 583 | $5.01K | 0.00% | +583 | New |
| Toth Financial Advisory Corp | 560 | $4.82K | 0.00% | −3,750−87.0% | Reduced |
| Parkside Financial Bank & Trust | 460 | $3.96K | 0.00% | +358+351.0% | Added |
| Smartleaf Asset Management LLC | 439 | $3.93K | 0.00% | +311+243.0% | Added |
| Financial Gravity Companies, Inc. | 400 | $3.44K | 0.00% | +400 | New |
| Rothschild Investment LLC | 390 | $3.35K | 0.00% | +99+34.0% | Added |
| SBI Securities Co., Ltd. | 364 | $3.13K | 0.00% | −21−5.5% | Reduced |
| Optiver Holding B.V. | 350 | $3.01K | 0.00% | −231−39.8% | Reduced |
| Bessemer Group Inc | 364 | $3.00K | 0.00% | −19−5.0% | Reduced |
| Parallel Advisors, LLC | 335 | $2.88K | 0.00% | −138−29.2% | Reduced |
| Cornerstone Planning Group LLC | 300 | $2.81K | 0.00% | +300 | New |
| UMA Financial Services, Inc. | 315 | $2.71K | 0.00% | +315 | New |
| Larson Financial Group LLC | 302 | $2.60K | 0.00% | −885−74.6% | Reduced |
| Prestige Wealth Management Group LLC | 293 | $2.52K | 0.00% | +293 | New |
| Aster Capital Management (DIFC) Ltd | 259 | $2.23K | 0.00% | +259 | New |
| Huntington National Bank | 206 | $1.77K | 0.00% | −81−28.2% | Reduced |
| Headlands Technologies LLC | 146 | $1.26K | 0.00% | +146 | New |
| Atlantic Trust, LLC | 132 | $1.14K | 0.00% | +132 | New |
| Hughes Financial Services, LLC | 119 | $1.10K | 0.00% | +119 | New |
| Picton Mahoney Asset Management | 108 | $1.00K | 0.00% | −12,066−99.1% | Reduced |
| Rise Advisors, LLC | 108 | $929 | 0.00% | +34+45.9% | Added |
| Farmers & Merchants Investments Inc | 100 | $860 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $860 | 0.00% | +100 | New |
| Rialto Wealth Management, LLC | 64 | $551 | 0.00% | +20+45.5% | Added |
| Ridgewood Investments LLC | 60 | $516 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $516 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $379 | 0.00% | −11−20.0% | Reduced |
| Fortitude Family Office, LLC | 42 | $361 | 0.00% | −329−88.7% | Reduced |
| Harbour Investments, Inc. | 21 | $181 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $147 | 0.00% | +10+142.9% | Added |
| SJS Investment Consulting Inc. | 15 | $129 | 0.00% | +3+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $111 | 0.00% | +12+1,200.0% | Added |
| HFM Investment Advisors, LLC | 8 | $69 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 7 | $60 | 0.00% | −343−98.0% | Reduced |
| CoreCap Advisors, LLC | 5 | $43 | 0.00% | −25−83.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2 | $19 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 96 | $0 | 0.00% | +40+71.4% | Added |
| Covestor Ltd | 19 | $0 | 0.00% | +4+26.7% | Added |
| Covalis Capital LLP | 0 | $0 | 0.00% | −1,057,693−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −932,863−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −803,819−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −579,150−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −566,771−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −560,475−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −358,311−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −321,716−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −310,068−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −153,362−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −136,233−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −112,697−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −88,721−100.0% | Sold out |
| Carrera Capital Advisors | 0 | $0 | 0.00% | −88,524−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −87,152−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −81,207−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −74,161−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −58,764−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −58,378−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −57,436−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −46,036−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −43,300−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −40,611−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −32,320−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −30,800−100.0% | Sold out |