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 331 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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
402
shares
|
$3,750
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
400
shares
|
$3,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
399
shares
|
$3,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
315
shares
|
$2,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
293
shares
|
$2,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
280
shares
|
$2,612
0.0% of portfolio
|
Q3 2025
Reduced 28.21%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
268
shares
|
$2,500
0.0% of portfolio
|
Q3 2025
Added 30.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
261
shares
|
$2,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
246
shares
|
$2,295
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
215
shares
|
$2,005
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
204
shares
|
$1,903
0.0% of portfolio
|
Q3 2025
Reduced 39.1%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
180
shares
|
$1,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
180
shares
|
$1,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
153
shares
|
$1,427
0.0% of portfolio
|
Q3 2025
Reduced 49.34%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
140
shares
|
$1,306
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
136
shares
|
$1,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
132
shares
|
$1,231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
122
shares
|
$1,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
119
shares
|
$1,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
117
shares
|
$1,091
0.0% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
108
shares
|
$1,007
0.0% of portfolio
|
Q2 2025
Reduced 99.11%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
100
shares
|
$933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
92
shares
|
$858
0.0% of portfolio
|
Q1 2025
Reduced 44.24%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
82
shares
|
$765
0.0% of portfolio
|
Q3 2025
New holding
|
|