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 313 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,187
shares
|
$10,030
0.0% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
994
shares
|
$8,399
0.0% of portfolio
|
Q2 2025
Added 146.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
900
shares
|
$7,604
0.0% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
841
shares
|
$7,106
0.0% of portfolio
|
Q2 2025
Added 55.45%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
772
shares
|
$6,523
0.0% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
581
shares
|
$4,909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
568
shares
|
$4,799
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
560
shares
|
$4,732
0.0% of portfolio
|
Q2 2025
Reduced 87.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
540
shares
|
$4,563
0.0% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
468
shares
|
$3,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
401
shares
|
$3,388
0.0% of portfolio
|
Q1 2025
Reduced 90.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
400
shares
|
$3,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
400
shares
|
$3,379
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
385
shares
|
$3,253
0.0% of portfolio
|
Q1 2025
Reduced 66.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
383
shares
|
$3,236
0.0% of portfolio
|
Q1 2025
Reduced 40.53%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
362
shares
|
$3,058
0.0% of portfolio
|
Q1 2025
Added 11966.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
335
shares
|
$2,830
0.0% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
319
shares
|
$2,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
315
shares
|
$2,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
291
shares
|
$2,458
0.0% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
287
shares
|
$2,425
0.0% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
234
shares
|
$1,977
0.0% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
200
shares
|
$1,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
183
shares
|
$1,546
0.0% of portfolio
|
Q1 2025
Added 771.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
152
shares
|
$1,284
0.0% of portfolio
|
Q4 2024
New holding
|