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, Q3 2025
Institutional positions in Crescent Energy Co as of Sep 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
- 312
- +41 vs. Q2 2025
- Shares held
- 202.4M
- +686.4K (+0.3%) vs. Q2 2025
- Total value
- $1.81B
- +$70.3M (+4.1%) vs. Q2 2025
- New holders
- 72
- 106 more added
- Sold out
- 31
- 81 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 18 | $0 | 0.00% | −1−5.3% | Reduced |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| TFC Financial Management | 1 | $9 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $45 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $62 | 0.00% | −6−46.2% | Reduced |
| HFM Investment Advisors, LLC | 8 | $71 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $86 | 0.00% | −8−47.1% | Reduced |
| SJS Investment Consulting Inc. | 15 | $134 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $187 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $366 | 0.00% | −3−6.8% | Reduced |
| Fortitude Family Office, LLC | 42 | $375 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $446 | 0.00% | +50 | New |
| Bare Financial Services, Inc | 52 | $464 | 0.00% | +52 | New |
| Kilter Group LLC | 55 | $491 | 0.00% | +55 | New |
| Caitong International Asset Management Co., Ltd | 59 | $526 | 0.00% | −2,397−97.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 60 | $535 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 63 | $562 | 0.00% | +63 | New |
| Rialto Wealth Management, LLC | 64 | $571 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 65 | $580 | 0.00% | +65 | New |
| Farther Finance Advisors, LLC | 67 | $598 | 0.00% | +60+857.1% | Added |
| Clearstead Advisors, LLC | 82 | $732 | 0.00% | +82 | New |
| Farmers & Merchants Investments Inc | 100 | $892 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $892 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 108 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 117 | $1.00K | 0.00% | +21+21.9% | Added |
| FNY Investment Advisers, LLC | 136 | $1.00K | 0.00% | +136 | New |
| Hughes Financial Services, LLC | 119 | $1.07K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 122 | $1.09K | 0.00% | +122 | New |
| Atlantic Trust, LLC | 132 | $1.18K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 140 | $1.25K | 0.00% | +140 | New |
| Larson Financial Group LLC | 153 | $1.36K | 0.00% | −149−49.3% | Reduced |
| Wealthspire Advisors, LLC | 180 | $1.61K | 0.00% | +180 | New |
| Corsicana & Co. | 180 | $1.61K | 0.00% | +180 | New |
| Parallel Advisors, LLC | 204 | $1.82K | 0.00% | −131−39.1% | Reduced |
| Ronald Blue Trust, Inc. | 215 | $1.92K | 0.00% | +215 | New |
| Root Financial Partners, LLC | 246 | $2.19K | 0.00% | +246 | New |
| Advisory Services Network, LLC | 261 | $2.33K | 0.00% | +261 | New |
| Huntington National Bank | 268 | $2.39K | 0.00% | +62+30.1% | Added |
| Rothschild Investment LLC | 280 | $2.50K | 0.00% | −110−28.2% | Reduced |
| Prestige Wealth Management Group LLC | 293 | $2.61K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 315 | $2.81K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 399 | $3.56K | 0.00% | +399 | New |
| Salomon & Ludwin, LLC | 402 | $3.63K | 0.00% | +402 | New |
| Parkside Financial Bank & Trust | 460 | $4.10K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 474 | $4.23K | 0.00% | +474 | New |
| Atlantic Union Bankshares Corp | 514 | $4.58K | 0.00% | +514 | New |
| Bessemer Group Inc | 568 | $5.00K | 0.00% | +204+56.0% | Added |
| Point72 Europe (London) LLP | 586 | $5.23K | 0.00% | +586 | New |
| Cullen/Frost Bankers, Inc. | 626 | $5.58K | 0.00% | +626 | New |
| First Horizon Corp | 653 | $5.82K | 0.00% | +653 | New |
| IFP Advisors, Inc | 653 | $5.83K | 0.00% | −22−3.3% | Reduced |
| Quadrant Capital Group LLC | 669 | $5.97K | 0.00% | +669 | New |
| Versant Capital Management, Inc | 797 | $7.11K | 0.00% | −1,216−60.4% | Reduced |
| ORG Partners LLC | 840 | $7.49K | 0.00% | +68+8.8% | Added |
| SBI Securities Co., Ltd. | 895 | $7.98K | 0.00% | +531+145.9% | Added |
| Point72 (DIFC) Ltd | 903 | $8.05K | 0.00% | +903 | New |
| Optiver Holding B.V. | 968 | $8.63K | 0.00% | +618+176.6% | Added |
| Massmutual Trust Co FSB | 994 | $8.87K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,000 | $8.92K | 0.01% | +1,000 | New |
| Umb Bank N A | 1,022 | $9.12K | 0.00% | +181+21.5% | Added |
| Essential Partners LLC | 1,063 | $9.48K | 0.00% | −252−19.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,122 | $10.0K | 0.00% | −127−10.2% | Reduced |
| Smartleaf Asset Management LLC | 1,248 | $11.3K | 0.00% | +809+184.3% | Added |
| True Wealth Design, LLC | 1,579 | $14.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,684 | $15.0K | 0.00% | +20+1.2% | Added |
| Nomura Asset Management Co Ltd | 1,700 | $15.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,866 | $16.6K | 0.00% | +342+22.4% | Added |
| US Bancorp | 2,299 | $20.5K | 0.00% | +477+26.2% | Added |
| Mather Group, LLC. | 2,691 | $24.0K | 0.00% | +2,691 | New |
| Caitlin John, LLC | 3,000 | $26.8K | 0.02% | +3,000 | New |
| Allworth Financial LP | 3,311 | $29.5K | 0.00% | +173+5.5% | Added |
| Nisa Investment Advisors, LLC | 3,714 | $33.1K | 0.00% | +1,241+50.2% | Added |
| Quarry LP | 4,152 | $37.0K | 0.01% | +3,123+303.5% | Added |
| Public Employees Retirement System of Ohio | 4,768 | $42.5K | 0.00% | +713+17.6% | Added |
| SRS Capital Advisors, Inc. | 5,714 | $51.0K | 0.00% | +3,861+208.4% | Added |
| American National Bank | 5,935 | $52.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6,018 | $54.0K | 0.00% | +3,466+135.8% | Added |
| KBC Group NV | 6,818 | $61.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,249 | $73.6K | 0.00% | +36+0.4% | Added |
| Rockefeller Capital Management L.P. | 8,785 | $78.4K | 0.00% | −22,770−72.2% | Reduced |
| GAMMA Investing LLC | 9,760 | $87.1K | 0.00% | +175+1.8% | Added |
| Jones Financial Companies LLLP | 9,002 | $88.0K | 0.00% | −19,373−68.3% | Reduced |
| Cura Wealth Advisors, LLC | 10,000 | $89.2K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,617 | $90.6K | 0.00% | +4,316+81.4% | Added |
| Stifel Financial Corp | 10,189 | $90.9K | 0.00% | +10,189 | New |
| Innealta Capital, LLC | 10,285 | $91.7K | 0.05% | −4,623−31.0% | Reduced |
| Twinbeech Capital LP | 10,437 | $93.1K | 0.00% | +10,437 | New |
| Merit Financial Group, LLC | 10,489 | $93.6K | 0.00% | −1,410−11.8% | Reduced |
| Tower Research Capital LLC (TRC) | 10,756 | $95.9K | 0.00% | −3,335−23.7% | Reduced |
| Sprott Inc. | 11,250 | $100.3K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,335 | $101.1K | 0.00% | +963+9.3% | Added |
| Bryce Point Capital, LLC | 12,077 | $107.7K | 0.13% | −71,850−85.6% | Reduced |
| Sterling Capital Management LLC | 12,392 | $110.5K | 0.00% | +7,560+156.5% | Added |
| Keebeck Alpha, LP | 12,452 | $111.1K | 0.15% | +12,452 | New |
| Atom Investors LP | 12,458 | $111.1K | 0.01% | +12,458 | New |
| Pathstone Holdings, LLC | 12,842 | $114.5K | 0.00% | +12,842 | New |
| CoreCommodity Management, LLC | 13,044 | $116.4K | 0.02% | −9,817−42.9% | Reduced |
| Franklin Resources Inc | 13,278 | $118.4K | 0.00% | +13,278 | New |
| Equitable Trust Co | 13,366 | $119.2K | 0.01% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 13,948 | $124.0K | 0.09% | +1,051+8.1% | Added |