Institutional Ownership Crescent Energy CO (CRGY)
This table provides information about the institutional ownership of Crescent Energy CO (CRGY). We have compiled data on the 337 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$27,990
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,872
shares
|
$26,795
0.0% of portfolio
|
Q4 2025
Added 260.35%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,299
shares
|
$21,449
0.0% of portfolio
|
Q3 2025
Added 26.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
2,210
shares
|
$20,619
0.0% of portfolio
|
Q4 2025
Added 3583.33%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,078
shares
|
$19,387
0.0% of portfolio
|
Q4 2025
Added 109.05%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
2,000
shares
|
$18,660
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,866
shares
|
$17,409
0.0% of portfolio
|
Q3 2025
Added 22.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,761
shares
|
$16,430
0.0% of portfolio
|
Q4 2025
Added 2528.36%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,700
shares
|
$15,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,684
shares
|
$15,711
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,546
shares
|
$14,424
0.0% of portfolio
|
Q4 2025
Reduced 2.09%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1,334
shares
|
$12,446
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,248
shares
|
$11,643
0.0% of portfolio
|
Q3 2025
Added 184.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,122
shares
|
$10,468
0.0% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,022
shares
|
$9,535
0.0% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$9,330
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
968
shares
|
$9,031
0.0% of portfolio
|
Q3 2025
Added 176.57%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
903
shares
|
$8,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
895
shares
|
$8,350
0.0% of portfolio
|
Q3 2025
Added 145.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
835
shares
|
$7,790
0.0% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
810
shares
|
$7,557
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
669
shares
|
$6,241
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
653
shares
|
$6,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
653
shares
|
$6,092
0.0% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
644
shares
|
$6,008
0.0% of portfolio
|
Q2 2025
Added 13.38%
|
|