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 339 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
626
shares
|
$5,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
586
shares
|
$5,467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
568
shares
|
$5,299
0.0% of portfolio
|
Q3 2025
Added 56.04%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
514
shares
|
$4,795
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
490
shares
|
$4,571
0.0% of portfolio
|
Q4 2025
Added 9700.0%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
474
shares
|
$4,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
460
shares
|
$4,291
0.0% of portfolio
|
Q2 2025
Added 350.98%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
415
shares
|
$3,871
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
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
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
396
shares
|
$3,694
0.0% of portfolio
|
Q4 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 |
Jan 16, 2026 Q4 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%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
188
shares
|
$1,754
0.0% of portfolio
|
Q4 2025
Added 347.62%
|
|
|
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
|
|