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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 684 | $6.72K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 622 | $6.22K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 602 | $5.91K | 0.00% | +602 | New |
| Cornerstone Financial Management LLC | 602 | $5.91K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 552 | $5.42K | 0.00% | −81−12.8% | Reduced |
| Essential Partners LLC | 532 | $5.22K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 530 | $5.21K | 0.00% | +5+1.0% | Added |
| Private Wealth Management Group, LLC | 526 | $5.17K | 0.00% | +111+26.7% | Added |
| Rothschild Investment LLC | 492 | $4.83K | 0.00% | +29+6.3% | Added |
| Private Wealth Asset Management, LLC | 476 | $4.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 394 | $3.87K | 0.00% | −536−57.6% | Reduced |
| Larson Financial Group LLC | 383 | $3.76K | 0.00% | +131+52.0% | Added |
| Bayforest Capital Ltd | 368 | $3.61K | 0.00% | +368 | New |
| CoreCap Advisors, LLC | 345 | $3.39K | 0.00% | +55+19.0% | Added |
| Action Point Financial Planning, LLC | 318 | $3.08K | 0.00% | +318 | New |
| Nemes Rush Group LLC | 309 | $3.04K | 0.00% | +309 | New |
| Avion Wealth | 396 | $3.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 280 | $2.75K | 0.00% | −4−1.4% | Reduced |
| Fortitude Family Office, LLC | 262 | $2.57K | 0.00% | +19+7.8% | Added |
| Newbridge Financial Services Group, Inc. | 260 | $2.55K | 0.00% | −6,104−95.9% | Reduced |
| Rockefeller Capital Management L.P. | 218 | $2.14K | 0.00% | −168−43.5% | Reduced |
| Ronald Blue Trust, Inc. | 215 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 198 | $1.94K | 0.00% | +198 | New |
| Basecamp Wealth Advisors LLC | 187 | $1.84K | 0.00% | +136+266.7% | Added |
| Corsicana & Co. | 180 | $1.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $1.41K | 0.00% | +100+232.6% | Added |
| Cedar Mountain Advisors, LLC | 143 | $1.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 124 | $1.22K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 114 | $1.12K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 108 | $1.06K | 0.00% | +11+11.3% | Added |
| CVA Family Office, LLC | 98 | $962 | 0.00% | −37−27.4% | Reduced |
| Rialto Wealth Management, LLC | 92 | $904 | 0.00% | +88+2,200.0% | Added |
| Bell Investment Advisors, Inc | 64 | $629 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 62 | $609 | 0.00% | +62 | New |
| Silver Grove Financial Group, Inc. | 57 | $560 | 0.00% | +57 | New |
| SWAN Capital LLC | 50 | $496 | 0.00% | +50 | New |
| Federation des caisses Desjardins du Quebec | 50 | $491 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 43 | $422 | 0.00% | +43 | New |
| Gilpin Wealth Management, LLC | 37 | $364 | 0.00% | +5+15.6% | Added |
| Clearstead Advisors, LLC | 37 | $364 | 0.00% | +37 | New |
| Financial Consulate, Inc | 20 | $197 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $197 | 0.00% | +16+400.0% | Added |
| Ankerstar Wealth, LLC | 20 | $196 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $166 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $137 | 0.00% | +4+40.0% | Added |
| Stone House Investment Management, LLC | 14 | $137 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $128 | 0.00% | +4+44.4% | Added |
| Davis Capital Management | 13 | $128 | 0.00% | +13 | New |
| Strategic Wealth Partners, Ltd. | 10 | $100 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 10 | $98 | 0.00% | −371−97.4% | Reduced |
| Community Financial Services Group, LLC | 8 | $76 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $57 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $29 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $20 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $10 | 0.00% | −10−90.9% | Reduced |
| Raffa Wealth Management, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1 | $7 | 0.00% | 00.0% | Unchanged |
| 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 |
| Horizon Investments, LLC | 158,242 | – | – | +158,242 | New |
| Coppell Advisory Solutions LLC | 9 | – | – | +9 | New |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −2,601,142−100.0% | Sold out |
| Linden Advisors LP | 0 | $0 | 0.00% | −1,326,700−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −1,072,954−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −541,334−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −522,686−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −500,640−100.0% | Sold out |
| Lloyd Harbor Capital Management, LLC | 0 | $0 | 0.00% | −355,000−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −251,877−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −231,253−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −225,226−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −207,900−100.0% | Sold out |
| Truffle Hound Capital, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −197,954−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −180,664−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −175,300−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −126,332−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −122,433−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −93,000−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −83,404−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −82,435−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −70,498−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −55,808−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −53,513−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −50,409−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −48,298−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −37,593−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −36,519−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −36,194−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −32,965−100.0% | Sold out |
| Daytona Street Capital LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −27,640−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −25,968−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,958−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −24,857−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −19,213−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −16,390−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,472−100.0% | Sold out |