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 2026
Institutional positions in Crescent Energy Co as of Mar 31, 2026. 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
- 361
- +18 vs. Q4 2025
- Shares held
- 302.5M
- +47.1M (+18.5%) vs. Q4 2025
- Total value
- $4.08B
- +$1.94B (+90.2%) vs. Q4 2025
- New holders
- 68
- 129 more added
- Sold out
- 50
- 116 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $14 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 3 | $41 | 0.00% | −116−97.5% | Reduced |
| Dunhill Financial, LLC | 3 | $49 | 0.00% | −1−25.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $54 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $54 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 7 | $95 | 0.00% | +7 | New |
| Community Financial Services Group, LLC | 8 | $102 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $122 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $135 | 0.00% | +2+25.0% | Added |
| Strategic Wealth Partners, Ltd. | 10 | $135 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $149 | 0.00% | −4−26.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 17 | $229 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $270 | 0.00% | −70−77.8% | Reduced |
| Ankerstar Wealth, LLC | 20 | $270 | 0.00% | +20 | New |
| Northwestern Mutual Wealth Management Co | 26 | $351 | 0.00% | +26 | New |
| Gilpin Wealth Management, LLC | 32 | $432 | 0.00% | +24+300.0% | Added |
| JFS Wealth Advisors, LLC | 43 | $581 | 0.00% | −20−31.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $675 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 51 | $689 | 0.00% | −179−77.8% | Reduced |
| Bell Investment Advisors, Inc | 64 | $864 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 97 | $1.31K | 0.00% | −1,393−93.5% | Reduced |
| Picton Mahoney Asset Management | 108 | $1.46K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 114 | $1.54K | 0.00% | +114 | New |
| Farmers & Merchants Investments Inc | 124 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 124 | $1.67K | 0.00% | +124 | New |
| Bokf, NA | 126 | $1.70K | 0.00% | +126 | New |
| CVA Family Office, LLC | 135 | $1.82K | 0.00% | +135 | New |
| Cedar Mountain Advisors, LLC | 143 | $1.93K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 180 | $2.02K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 159 | $2.14K | 0.00% | +159 | New |
| Twin Peaks Wealth Advisors, LLC | 170 | $2.29K | 0.00% | +170 | New |
| Vermillion Wealth Management, Inc. | 202 | $2.73K | 0.00% | +2+1.0% | Added |
| Ronald Blue Trust, Inc. | 215 | $2.90K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 234 | $3.16K | 0.00% | +28+13.6% | Added |
| Fortitude Family Office, LLC | 243 | $3.28K | 0.00% | +55+29.3% | Added |
| Larson Financial Group LLC | 252 | $3.40K | 0.00% | −1,058−80.8% | Reduced |
| Bare Financial Services, Inc | 280 | $3.78K | 0.00% | −139−33.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 284 | $3.83K | 0.00% | +243+592.7% | Added |
| CoreCap Advisors, LLC | 290 | $3.92K | 0.00% | −200−40.8% | Reduced |
| Avion Wealth | 396 | $5.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 381 | $5.14K | 0.00% | +63+19.8% | Added |
| Rockefeller Capital Management L.P. | 386 | $5.21K | 0.00% | +235+155.6% | Added |
| IFP Advisors, Inc | 400 | $5.40K | 0.00% | −103−20.5% | Reduced |
| Private Wealth Management Group, LLC | 415 | $5.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 463 | $6.25K | 0.00% | +74+19.0% | Added |
| Private Wealth Asset Management, LLC | 476 | $6.43K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 525 | $7.09K | 0.00% | +5+1.0% | Added |
| Essential Partners LLC | 532 | $7.18K | 0.00% | −2,360−81.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 544 | $7.34K | 0.00% | −301−35.6% | Reduced |
| Cornerstone Financial Management LLC | 602 | $8.13K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 622 | $8.42K | 0.00% | −726−53.9% | Reduced |
| First Horizon Corp | 633 | $8.55K | 0.00% | −171−21.3% | Reduced |
| Prestige Wealth Management Group LLC | 684 | $9.23K | 0.00% | −92−11.9% | Reduced |
| Huntington National Bank | 732 | $9.88K | 0.00% | −149−16.9% | Reduced |
| Sound Income Strategies, LLC | 817 | $10.4K | 0.00% | +7+0.9% | Added |
| Valued Wealth Advisors LLC | 930 | $12.6K | 0.01% | +930 | New |
| Kilter Group LLC | 935 | $12.6K | 0.01% | +722+339.0% | Added |
| Golden State Equity Partners | 973 | $13.1K | 0.00% | +973 | New |
| Parkside Financial Bank & Trust | 984 | $13.3K | 0.00% | +212+27.5% | Added |
| Los Angeles Capital Management LLC | 1,062 | $14.3K | 0.00% | +162+18.0% | Added |
| UMA Financial Services, Inc. | 1,088 | $14.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,232 | $16.6K | 0.00% | +105+9.3% | Added |
| Assetmark, Inc | 1,334 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,539 | $19.6K | 0.00% | −222−12.6% | Reduced |
| True Wealth Design, LLC | 1,503 | $20.3K | 0.01% | −43−2.8% | Reduced |
| Umb Bank N A | 1,593 | $21.5K | 0.00% | −527−24.9% | Reduced |
| Massmutual Trust Co FSB | 1,695 | $22.9K | 0.00% | −383−18.4% | Reduced |
| Harbour Investments, Inc. | 1,734 | $23.4K | 0.00% | +1,713+8,157.1% | Added |
| Parallel Advisors, LLC | 1,762 | $23.8K | 0.00% | −374−17.5% | Reduced |
| Kemnay Advisory Services Inc. | 1,841 | $24.9K | 0.00% | +1,841 | New |
| Bessemer Group Inc | 1,863 | $25.0K | 0.00% | +684+58.0% | Added |
| Hussman Strategic Advisors, Inc. | 1,906 | $25.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,930 | $26.1K | 0.00% | +224+13.1% | Added |
| Founders Capital Management | 2,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 2,400 | $32.4K | 0.00% | +2,400 | New |
| Salomon & Ludwin, LLC | 2,591 | $34.8K | 0.00% | +602+30.3% | Added |
| SBI Securities Co., Ltd. | 2,583 | $34.9K | 0.00% | +1,555+151.3% | Added |
| SRS Capital Advisors, Inc. | 2,713 | $36.1K | 0.00% | +112+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,492 | $47.1K | 0.00% | +3,492 | New |
| US Bancorp | 3,496 | $47.2K | 0.00% | +121+3.6% | Added |
| Nisa Investment Advisors, LLC | 3,588 | $48.4K | 0.00% | −51−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 3,986 | $53.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,397 | $59.4K | 0.00% | +4,397 | New |
| Versant Capital Management, Inc | 4,626 | $62.5K | 0.01% | +1,754+61.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,091 | $68.7K | 0.01% | −383−7.0% | Reduced |
| Allworth Financial LP | 5,157 | $69.6K | 0.00% | +445+9.4% | Added |
| Covestor Ltd | 5,534 | $75.0K | 0.05% | +5,465+7,920.3% | Added |
| Advisor Group Holdings, Inc. | 5,677 | $76.7K | 0.00% | −3,130−35.5% | Reduced |
| Vise Technologies, Inc. | 10,190 | $85.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,364 | $85.9K | 0.01% | +4,154+188.0% | Added |
| Hantz Financial Services, Inc. | 7,582 | $102.0K | 0.00% | −3,494−31.5% | Reduced |
| Sterling Capital Management LLC | 8,568 | $115.7K | 0.00% | −5,023−37.0% | Reduced |
| Legacy Wealth Managment, LLC | 9,444 | $127.5K | 0.06% | −5,655−37.5% | Reduced |
| Quadrant Capital Group LLC | 9,799 | $132.3K | 0.00% | −1,362−12.2% | Reduced |
| Cura Wealth Advisors, LLC | 10,142 | $136.9K | 0.06% | −707−6.5% | Reduced |
| Independent Financial Group, LLC | 10,200 | $137.7K | 0.00% | +10,200 | New |
| Semanteon Capital Management, LP | 10,256 | $138.5K | 1.86% | +10,256 | New |
| Innealta Capital, LLC | 10,296 | $139.0K | 0.09% | 00.0% | Unchanged |