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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 984 | $13.3K | 0.00% | +212+27.5% | Added |
| Golden State Equity Partners | 973 | $13.1K | 0.00% | +973 | New |
| Kilter Group LLC | 935 | $12.6K | 0.01% | +722+339.0% | Added |
| Valued Wealth Advisors LLC | 930 | $12.6K | 0.01% | +930 | New |
| Sound Income Strategies, LLC | 817 | $10.4K | 0.00% | +7+0.9% | Added |
| Huntington National Bank | 732 | $9.88K | 0.00% | −149−16.9% | Reduced |
| Prestige Wealth Management Group LLC | 684 | $9.23K | 0.00% | −92−11.9% | Reduced |
| First Horizon Corp | 633 | $8.55K | 0.00% | −171−21.3% | Reduced |
| Smartleaf Asset Management LLC | 622 | $8.42K | 0.00% | −726−53.9% | Reduced |
| Cornerstone Financial Management LLC | 602 | $8.13K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 544 | $7.34K | 0.00% | −301−35.6% | Reduced |
| Essential Partners LLC | 532 | $7.18K | 0.00% | −2,360−81.6% | Reduced |
| Atlantic Union Bankshares Corp | 525 | $7.09K | 0.00% | +5+1.0% | Added |
| Private Wealth Asset Management, LLC | 476 | $6.43K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 463 | $6.25K | 0.00% | +74+19.0% | Added |
| Private Wealth Management Group, LLC | 415 | $5.60K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $5.40K | 0.00% | −103−20.5% | Reduced |
| Rockefeller Capital Management L.P. | 386 | $5.21K | 0.00% | +235+155.6% | Added |
| LRI Investments, LLC | 381 | $5.14K | 0.00% | +63+19.8% | Added |
| Avion Wealth | 396 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 290 | $3.92K | 0.00% | −200−40.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 284 | $3.83K | 0.00% | +243+592.7% | Added |
| Bare Financial Services, Inc | 280 | $3.78K | 0.00% | −139−33.2% | Reduced |
| Larson Financial Group LLC | 252 | $3.40K | 0.00% | −1,058−80.8% | Reduced |
| Fortitude Family Office, LLC | 243 | $3.28K | 0.00% | +55+29.3% | Added |
| Root Financial Partners, LLC | 234 | $3.16K | 0.00% | +28+13.6% | Added |
| Ronald Blue Trust, Inc. | 215 | $2.90K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 202 | $2.73K | 0.00% | +2+1.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 170 | $2.29K | 0.00% | +170 | New |
| National Bank of Canada | 159 | $2.14K | 0.00% | +159 | New |
| Corsicana & Co. | 180 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 143 | $1.93K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 135 | $1.82K | 0.00% | +135 | New |
| Bokf, NA | 126 | $1.70K | 0.00% | +126 | New |
| Farmers & Merchants Investments Inc | 124 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 124 | $1.67K | 0.00% | +124 | New |
| Owl Creek Wealth Partners LLC | 114 | $1.54K | 0.00% | +114 | New |
| Picton Mahoney Asset Management | 108 | $1.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 97 | $1.31K | 0.00% | −1,393−93.5% | Reduced |
| Bell Investment Advisors, Inc | 64 | $864 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 51 | $689 | 0.00% | −179−77.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 50 | $675 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $581 | 0.00% | −20−31.7% | Reduced |
| Gilpin Wealth Management, LLC | 32 | $432 | 0.00% | +24+300.0% | Added |
| Northwestern Mutual Wealth Management Co | 26 | $351 | 0.00% | +26 | New |
| Financial Consulate, Inc | 20 | $270 | 0.00% | −70−77.8% | Reduced |
| Ankerstar Wealth, LLC | 20 | $270 | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 17 | $229 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $149 | 0.00% | −4−26.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $135 | 0.00% | +2+25.0% | Added |
| Strategic Wealth Partners, Ltd. | 10 | $135 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $122 | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 8 | $102 | 0.00% | +8 | New |
| Curio Wealth, LLC | 7 | $95 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 4 | $54 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $54 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $49 | 0.00% | −1−25.0% | Reduced |
| Hughes Financial Services, LLC | 3 | $41 | 0.00% | −116−97.5% | Reduced |
| Raffa Wealth Management, LLC | 1 | $14 | 0.00% | +1 | New |
| Contravisory Investment Management, Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,523,223−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −820,228−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −463,604−100.0% | Sold out |
| Webs Creek Capital Management LP | 0 | $0 | 0.00% | −415,348−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −311,500−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −250,364−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −192,004−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −180,898−100.0% | Sold out |
| CM Management, LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −147,379−100.0% | Sold out |
| Turas Capital Management LP | 0 | $0 | 0.00% | −122,973−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −116,137−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −114,017−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −106,765−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −78,020−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −69,188−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −67,934−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −57,135−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −50,531−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −46,425−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −42,800−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −32,545−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −30,763−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −30,712−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −29,019−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −28,455−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −26,935−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −21,817−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −22,408−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −17,683−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −17,273−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −14,829−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −13,008−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −12,911−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −12,884−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −12,712−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −11,430−100.0% | Sold out |