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 |
|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
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
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
65
shares
|
$606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
64
shares
|
$597
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
63
shares
|
$587
0.0% of portfolio
|
Q4 2025
Added 53.66%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
63
shares
|
$587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
59
shares
|
$550
0.0% of portfolio
|
Q3 2025
Reduced 97.6%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
52
shares
|
$485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
50
shares
|
$466
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
28
shares
|
$261
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21
shares
|
$195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
18
shares
|
$167
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
15
shares
|
$139
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
9
shares
|
$83
0.0% of portfolio
|
Q3 2025
Reduced 47.06%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
8
shares
|
$74
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
7
shares
|
$65
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7
shares
|
$65
0.0% of portfolio
|
Q3 2025
Reduced 46.15%
|
|