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 293 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 $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
364
shares
|
$2,992
0.0% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
350
shares
|
$2,877
0.0% of portfolio
|
Q2 2025
Reduced 39.76%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
335
shares
|
$2,753
0.0% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
315
shares
|
$2,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
302
shares
|
$2,482
0.0% of portfolio
|
Q2 2025
Reduced 74.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
300
shares
|
$2,466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
293
shares
|
$2,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
259
shares
|
$2,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
206
shares
|
$1,693
0.0% of portfolio
|
Q2 2025
Reduced 28.22%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
146
shares
|
$1,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
132
shares
|
$1,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
119
shares
|
$978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
108
shares
|
$887
0.0% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
108
shares
|
$887
0.0% of portfolio
|
Q2 2025
Reduced 99.11%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
96
shares
|
$789
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
92
shares
|
$756
0.0% of portfolio
|
Q1 2025
Reduced 44.24%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
64
shares
|
$526
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
60
shares
|
$493
0.0% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
60
shares
|
$493
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
44
shares
|
$361
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
42
shares
|
$345
0.0% of portfolio
|
Q2 2025
Reduced 88.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21
shares
|
$172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
19
shares
|
$156
0.0% of portfolio
|
Q2 2025
Added 26.67%
|