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 2026
Institutional positions in Crescent Energy Co as of Jun 30, 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
- 363
- +6 vs. Q1 2026
- Shares held
- 299.7M
- −2.43M (−0.8%) vs. Q1 2026
- Total value
- $2.94B
- −$1.13B (−27.8%) vs. Q1 2026
- New holders
- 68
- 148 more added
- Sold out
- 62
- 85 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Crescent Energy Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 18 | $0 | 0.00% | +18 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Contravisory Investment Management, Inc. | 1 | $7 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $10 | 0.00% | −10−90.9% | Reduced |
| Raffa Wealth Management, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $20 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $29 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $35 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $57 | 0.00% | +6 | New |
| Community Financial Services Group, LLC | 8 | $76 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 10 | $98 | 0.00% | −371−97.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 10 | $100 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $128 | 0.00% | +4+44.4% | Added |
| Davis Capital Management | 13 | $128 | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 14 | $137 | 0.00% | +4+40.0% | Added |
| Stone House Investment Management, LLC | 14 | $137 | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 17 | $166 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 20 | $196 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $197 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $197 | 0.00% | +16+400.0% | Added |
| Gilpin Wealth Management, LLC | 37 | $364 | 0.00% | +5+15.6% | Added |
| Clearstead Advisors, LLC | 37 | $364 | 0.00% | +37 | New |
| Plante Moran Financial Advisors, LLC | 43 | $422 | 0.00% | +43 | New |
| Federation des caisses Desjardins du Quebec | 50 | $491 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $496 | 0.00% | +50 | New |
| Silver Grove Financial Group, Inc. | 57 | $560 | 0.00% | +57 | New |
| Creative Capital Management Investments LLC | 62 | $609 | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 64 | $629 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 92 | $904 | 0.00% | +88+2,200.0% | Added |
| CVA Family Office, LLC | 98 | $962 | 0.00% | −37−27.4% | Reduced |
| Quarry LP | 108 | $1.06K | 0.00% | +11+11.3% | Added |
| Owl Creek Wealth Partners LLC | 114 | $1.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 124 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 143 | $1.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $1.41K | 0.00% | +100+232.6% | Added |
| Corsicana & Co. | 180 | $1.77K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 187 | $1.84K | 0.00% | +136+266.7% | Added |
| Bogart Wealth, LLC | 198 | $1.94K | 0.00% | +198 | New |
| Ronald Blue Trust, Inc. | 215 | $2.11K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 218 | $2.14K | 0.00% | −168−43.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 260 | $2.55K | 0.00% | −6,104−95.9% | Reduced |
| Fortitude Family Office, LLC | 262 | $2.57K | 0.00% | +19+7.8% | Added |
| Keating Financial Advisory Services, Inc. | 280 | $2.75K | 0.00% | −4−1.4% | Reduced |
| Avion Wealth | 396 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 309 | $3.04K | 0.00% | +309 | New |
| Action Point Financial Planning, LLC | 318 | $3.08K | 0.00% | +318 | New |
| CoreCap Advisors, LLC | 345 | $3.39K | 0.00% | +55+19.0% | Added |
| Bayforest Capital Ltd | 368 | $3.61K | 0.00% | +368 | New |
| Larson Financial Group LLC | 383 | $3.76K | 0.00% | +131+52.0% | Added |
| Valued Wealth Advisors LLC | 394 | $3.87K | 0.00% | −536−57.6% | Reduced |
| Private Wealth Asset Management, LLC | 476 | $4.67K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 492 | $4.83K | 0.00% | +29+6.3% | Added |
| Private Wealth Management Group, LLC | 526 | $5.17K | 0.00% | +111+26.7% | Added |
| Atlantic Union Bankshares Corp | 530 | $5.21K | 0.00% | +5+1.0% | Added |
| Essential Partners LLC | 532 | $5.22K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 552 | $5.42K | 0.00% | −81−12.8% | Reduced |
| Cornerstone Financial Management LLC | 602 | $5.91K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 602 | $5.91K | 0.00% | +602 | New |
| Smartleaf Asset Management LLC | 622 | $6.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 684 | $6.72K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 732 | $7.19K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 811 | $7.96K | 0.00% | +531+189.6% | Added |
| SBI Securities Co., Ltd. | 893 | $8.77K | 0.00% | −1,690−65.4% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $8.84K | 0.00% | −3,086−77.4% | Reduced |
| Parkside Financial Bank & Trust | 984 | $9.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 999 | $9.81K | 0.00% | +999 | New |
| Kilter Group LLC | 1,042 | $10.2K | 0.00% | +107+11.4% | Added |
| Los Angeles Capital Management LLC | 1,062 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,066 | $10.5K | 0.00% | +666+166.5% | Added |
| UMA Financial Services, Inc. | 1,133 | $11.1K | 0.00% | +45+4.1% | Added |
| Bessemer Group Inc | 1,179 | $12.0K | 0.00% | −684−36.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,412 | $13.9K | 0.00% | +180+14.6% | Added |
| Assetmark, Inc | 1,431 | $14.1K | 0.00% | +97+7.3% | Added |
| True Wealth Design, LLC | 1,503 | $14.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,593 | $15.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,670 | $16.4K | 0.00% | −25−1.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,692 | $16.6K | 0.00% | +1,692 | New |
| Harbour Investments, Inc. | 1,734 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,789 | $17.6K | 0.00% | +250+16.2% | Added |
| Parallel Advisors, LLC | 1,811 | $17.8K | 0.00% | +49+2.8% | Added |
| Hussman Strategic Advisors, Inc. | 1,906 | $18.7K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $19.6K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 2,236 | $22.0K | 0.00% | +2,236 | New |
| Optiver Holding B.V. | 2,471 | $24.3K | 0.00% | +2,471 | New |
| Salomon & Ludwin, LLC | 2,591 | $24.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,513 | $34.5K | 0.00% | +17+0.5% | Added |
| Nisa Investment Advisors, LLC | 3,617 | $35.5K | 0.00% | +29+0.8% | Added |
| Centennial Bank | 3,812 | $37.4K | 0.01% | +3,812 | New |
| Versant Capital Management, Inc | 5,293 | $52.0K | 0.00% | +667+14.4% | Added |
| Covestor Ltd | 5,319 | $52.0K | 0.03% | −215−3.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,316 | $52.2K | 0.00% | +225+4.4% | Added |
| Allworth Financial LP | 6,770 | $66.5K | 0.00% | +1,613+31.3% | Added |
| Kemnay Advisory Services Inc. | 7,363 | $72.3K | 0.01% | +5,522+299.9% | Added |
| Advisor Group Holdings, Inc. | 7,839 | $77.0K | 0.00% | +2,162+38.1% | Added |
| SRS Capital Advisors, Inc. | 9,122 | $89.6K | 0.00% | +6,409+236.2% | Added |
| Hantz Financial Services, Inc. | 9,580 | $94.0K | 0.00% | +1,998+26.4% | Added |
| Cura Wealth Advisors, LLC | 10,142 | $99.6K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,282 | $101.0K | 0.00% | +10,282 | New |
| Public Employees Retirement System of Ohio | 10,312 | $101.3K | 0.00% | −1,096−9.6% | Reduced |