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, Q4 2025
Institutional positions in Crescent Energy Co as of Dec 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
- 350
- +48 vs. Q3 2025
- Shares held
- 282.8M
- +81.4M (+40.4%) vs. Q3 2025
- Total value
- $2.38B
- +$579.8M (+32.3%) vs. Q3 2025
- New holders
- 79
- 178 more added
- Sold out
- 31
- 66 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 28 | $0 | 0.00% | +28 | New |
| Contravisory Investment Management, Inc. | 1 | $6 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 4 | $31 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $34 | 0.00% | −60−93.8% | Reduced |
| HFM Investment Advisors, LLC | 4 | $34 | 0.00% | −4−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $67 | 0.00% | +1+14.3% | Added |
| Gilpin Wealth Management, LLC | 8 | $68 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $76 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $118 | 0.00% | −68−82.9% | Reduced |
| SJS Investment Consulting Inc. | 15 | $126 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $143 | 0.00% | +17 | New |
| Harbour Investments, Inc. | 21 | $176 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 41 | $344 | 0.00% | +41 | New |
| Federation des caisses Desjardins du Quebec | 50 | $420 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 59 | $495 | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 63 | $529 | 0.00% | +22+53.7% | Added |
| Bell Investment Advisors, Inc | 64 | $537 | 0.00% | +64 | New |
| Optima Capital LLC | 64 | $537 | 0.00% | +64 | New |
| Financial Consulate, Inc | 90 | $756 | 0.00% | −50−35.7% | Reduced |
| Picton Mahoney Asset Management | 108 | $906 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 114 | $959 | 0.00% | +114 | New |
| Hughes Financial Services, LLC | 119 | $998 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 69 | $1.00K | 0.00% | +51+283.3% | Added |
| Farmers & Merchants Investments Inc | 124 | $1.04K | 0.00% | +24+24.0% | Added |
| Cedar Mountain Advisors, LLC | 143 | $1.20K | 0.00% | +80+127.0% | Added |
| Rockefeller Capital Management L.P. | 151 | $1.27K | 0.00% | −8,634−98.3% | Reduced |
| Corsicana & Co. | 180 | $1.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 188 | $1.58K | 0.00% | +146+347.6% | Added |
| Vermillion Wealth Management, Inc. | 200 | $1.68K | 0.00% | +200 | New |
| Root Financial Partners, LLC | 206 | $1.73K | 0.00% | −40−16.3% | Reduced |
| Kilter Group LLC | 213 | $1.79K | 0.00% | +158+287.3% | Added |
| Ronald Blue Trust, Inc. | 215 | $1.80K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 230 | $1.93K | 0.00% | +230 | New |
| LRI Investments, LLC | 318 | $2.67K | 0.00% | +318 | New |
| Avion Wealth | 396 | $3.00K | 0.00% | +396 | New |
| Rothschild Investment LLC | 389 | $3.26K | 0.00% | +109+38.9% | Added |
| Private Wealth Management Group, LLC | 415 | $3.48K | 0.00% | +415 | New |
| Bare Financial Services, Inc | 419 | $3.52K | 0.00% | +367+705.8% | Added |
| Optiver Holding B.V. | 454 | $3.81K | 0.00% | −514−53.1% | Reduced |
| Private Wealth Asset Management, LLC | 476 | $3.99K | 0.00% | +476 | New |
| CoreCap Advisors, LLC | 490 | $4.11K | 0.00% | +485+9,700.0% | Added |
| IFP Advisors, Inc | 503 | $4.22K | 0.00% | −150−23.0% | Reduced |
| Atlantic Union Bankshares Corp | 520 | $4.37K | 0.00% | +6+1.2% | Added |
| Cornerstone Financial Management LLC | 602 | $5.05K | 0.00% | +602 | New |
| Global Retirement Partners, LLC | 717 | $6.02K | 0.00% | +318+79.7% | Added |
| Parkside Financial Bank & Trust | 772 | $6.48K | 0.00% | +312+67.8% | Added |
| Prestige Wealth Management Group LLC | 776 | $6.51K | 0.00% | +483+164.8% | Added |
| First Horizon Corp | 804 | $6.75K | 0.00% | +151+23.1% | Added |
| Sound Income Strategies, LLC | 810 | $6.79K | 0.00% | +810 | New |
| ORG Partners LLC | 835 | $7.00K | 0.00% | −5−0.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 845 | $7.09K | 0.00% | +780+1,200.0% | Added |
| Los Angeles Capital Management LLC | 900 | $7.33K | 0.00% | +900 | New |
| Huntington National Bank | 881 | $7.39K | 0.00% | +613+228.7% | Added |
| Caitong International Asset Management Co., Ltd | 912 | $7.65K | 0.00% | +853+1,445.8% | Added |
| Islay Capital Management, LLC | 1,000 | $8.39K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,028 | $8.63K | 0.00% | +133+14.9% | Added |
| UMA Financial Services, Inc. | 1,088 | $9.13K | 0.00% | +773+245.4% | Added |
| EverSource Wealth Advisors, LLC | 1,127 | $9.46K | 0.00% | +5+0.4% | Added |
| Bessemer Group Inc | 1,179 | $10.0K | 0.00% | +611+107.6% | Added |
| Larson Financial Group LLC | 1,310 | $11.0K | 0.00% | +1,157+756.2% | Added |
| Assetmark, Inc | 1,334 | $11.2K | 0.00% | +1,334 | New |
| Smartleaf Asset Management LLC | 1,348 | $11.3K | 0.00% | +100+8.0% | Added |
| Quarry LP | 1,490 | $12.5K | 0.00% | −2,662−64.1% | Reduced |
| True Wealth Design, LLC | 1,546 | $13.0K | 0.00% | −33−2.1% | Reduced |
| MAI Capital Management | 1,706 | $14.3K | 0.00% | +22+1.3% | Added |
| Farther Finance Advisors, LLC | 1,761 | $14.8K | 0.00% | +1,694+2,528.4% | Added |
| Hussman Strategic Advisors, Inc. | 1,906 | $16.0K | 0.00% | +1,906 | New |
| Security National Bank | 1,919 | $16.1K | 0.00% | +1,919 | New |
| Salomon & Ludwin, LLC | 1,989 | $16.4K | 0.00% | +1,587+394.8% | Added |
| Founders Capital Management | 2,000 | $16.8K | 0.01% | +2,000 | New |
| Massmutual Trust Co FSB | 2,078 | $17.4K | 0.00% | +1,084+109.1% | Added |
| Umb Bank N A | 2,120 | $17.8K | 0.00% | +1,098+107.4% | Added |
| Parallel Advisors, LLC | 2,136 | $17.9K | 0.00% | +1,932+947.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,210 | $18.5K | 0.00% | +2,150+3,583.3% | Added |
| SRS Capital Advisors, Inc. | 2,601 | $21.8K | 0.00% | −3,113−54.5% | Reduced |
| Versant Capital Management, Inc | 2,872 | $24.1K | 0.00% | +2,075+260.4% | Added |
| Essential Partners LLC | 2,892 | $24.3K | 0.01% | +1,829+172.1% | Added |
| US Bancorp | 3,375 | $28.3K | 0.00% | +1,076+46.8% | Added |
| Nisa Investment Advisors, LLC | 3,639 | $30.5K | 0.00% | −75−2.0% | Reduced |
| Fifth Third Bancorp | 3,905 | $32.8K | 0.00% | +2,039+109.3% | Added |
| Tower Research Capital LLC (TRC) | 3,906 | $32.8K | 0.00% | −6,850−63.7% | Reduced |
| Nomura Asset Management Co Ltd | 3,986 | $33.4K | 0.00% | +2,286+134.5% | Added |
| Allworth Financial LP | 4,712 | $39.5K | 0.00% | +1,401+42.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,474 | $45.9K | 0.00% | +5,474 | New |
| American National Bank | 5,935 | $49.8K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,718 | $56.4K | 0.00% | +6,718 | New |
| State of Wyoming | 7,913 | $66.4K | 0.01% | +7,913 | New |
| Advisor Group Holdings, Inc. | 8,807 | $73.9K | 0.00% | −810−8.4% | Reduced |
| Jones Financial Companies LLLP | 10,056 | $84.4K | 0.00% | +1,054+11.7% | Added |
| Vise Technologies, Inc. | 10,190 | $85.5K | 0.00% | +10,190 | New |
| Innealta Capital, LLC | 10,296 | $86.4K | 0.05% | +11+0.1% | Added |
| XTX Topco Ltd | 10,322 | $86.6K | 0.00% | −50,256−83.0% | Reduced |
| KBC Group NV | 10,359 | $87.0K | 0.00% | +3,541+51.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 10,550 | $88.5K | 0.01% | −4,000−27.5% | Reduced |
| Wellington Management Group LLP | 10,845 | $91.0K | 0.00% | +10,845 | New |
| Cura Wealth Advisors, LLC | 10,849 | $91.0K | 0.03% | +849+8.5% | Added |
| Public Employees Retirement System of Ohio | 10,919 | $91.6K | 0.00% | +6,151+129.0% | Added |
| Hantz Financial Services, Inc. | 11,076 | $93.0K | 0.00% | +5,058+84.0% | Added |
| Quest Partners LLC | 11,111 | $93.2K | 0.01% | −24,419−68.7% | Reduced |
| Quadrant Capital Group LLC | 11,161 | $93.6K | 0.00% | +10,492+1,568.3% | Added |