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Crescent Energy (CRGY) Institutional Ownership

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$11.34 -0.13 (-1.09%)
As of 03:36 PM Eastern
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Institutional Ownership Changes (13F Filings) for Crescent Energy (NYSE:CRGY)

Current
Institutional Ownership
Percentage
52.11%
Number of
Institutional Buyers
(last 12 months)
214
Total
Institutional Inflows
(last 12 months)
$572.90M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$184.81M
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CRGY Institutional Buying and Selling by Quarter

Crescent Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2026 Merit Financial Group LLC10,283$101K0.0%N/A0.003%
7/18/2026 Merit Financial Group LLC10,283$101K0.0%N/A0.003%
7/17/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS57,952$569K0.0%-3.6%0.018%
7/17/2026 Peregrine Capital Management LLC306,321$3.01M0.1%-19.8%0.093%
7/17/2026 Mraz Amerine & Associates Inc.208,065$2.04M0.3%+3.1%0.063%
7/16/2026 Montgomery Investment Management Inc.31,965$314K0.1%-4.9%0.010%
7/16/2026 Independent Financial Group LLC11,200$110K0.0%N/A0.003%
7/15/2026 Wealth Enhancement Advisory Services LLC41,665$395K0.0%+50.8%0.013%
7/8/2026 Assenagon Asset Management S.A.1,977,104$19.42M0.0%N/A0.599%
6/18/2026Western Wealth Management LLC44,355$599K0.0%+32.2%0.013%
6/18/2026Pacer Advisors Inc.1,948,082$26.30M0.0%+13.3%0.590%
6/3/2026NewEdge Advisors LLC144,268$1.95M0.0%+235.7%0.044%
5/22/2026Segall Bryant & Hamill LLC2,594,152$35.02M0.4%-6.7%0.786%
5/19/2026Western Wealth Management LLC44,355$599K0.0%+32.2%0.013%
5/19/2026Bank of America Corp DE3,056,820$41.27M0.0%+308.2%0.926%
5/18/2026Sunbelt Securities Inc.151,416$2.04M0.1%+0.7%0.046%
5/18/2026Amundi16,195$219K0.0%N/A0.005%
5/18/2026California State Teachers Retirement System289,558$3.91M0.0%+24.5%0.088%
5/18/2026Readystate Asset Management LP164,979$2.23M0.1%N/A0.050%
5/18/2026Royal Bank of Canada39,759$537K0.0%-28.5%0.012%
5/18/2026Empowered Funds LLC1,341,270$18.11M0.1%+7.3%0.406%
5/16/2026The Manufacturers Life Insurance Company 100,260$1.35M0.0%-6.0%0.030%
5/16/2026Quantinno Capital Management LP164,016$2.21M0.0%+2.0%0.050%
5/16/2026Kohlberg Kravis Roberts & Co. L.P.28,655,357$386.85M7.2%+7.1%8.677%
5/16/2026Lazard Asset Management LLC155,349$2.10M0.0%+5.4%0.047%
5/15/2026Lombard Odier Asset Management USA Corp87,000$1.17M0.1%-37.9%0.026%
5/15/2026Van Den Berg Management I Inc.227,213$3.07M0.7%+4.2%0.069%
5/14/2026 Mizuho Markets Americas LLC700,427$9.46M0.3%N/A0.212%
5/14/2026Sei Investments Co.388,477$5.24M0.0%+9.0%0.118%
5/14/2026Walleye Capital LLC180,664$2.44M0.0%+2,153.2%0.055%
5/13/2026Cetera Investment Advisers3,341,779$45.11M0.0%+5.1%1.012%
5/13/2026Kore Advisors LP1,586,456$21.42M23.1%+2.2%0.480%
5/13/2026 First Citizens Bank & Trust Co.63,751$861K0.0%-2.3%0.019%
5/13/2026First Trust Advisors LP1,542,176$20.82M0.0%+29.0%0.467%
5/8/2026PNC Financial Services Group Inc.28,333$382K0.0%-9.6%0.009%
5/8/2026Summit Global Investments29,536$399K0.0%-59.8%0.009%
5/7/2026Legacy Wealth Managment LLC ID9,444$127K0.1%-37.5%0.003%
5/7/2026Dimensional Fund Advisors LP13,171,033$177.81M0.0%+2.3%4.017%
5/6/2026Jennison Associates LLC4,254,407$57.44M0.0%+74.1%1.297%
5/6/2026 McAlvany Wealth Management LLC231,105$3.13M2.0%+71.6%0.070%
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5/5/2026Bank of New York Mellon Corp4,265,471$57.58M0.0%-41.9%1.301%
5/5/2026Illinois Municipal Retirement Fund120,136$1.62M0.0%+23.4%0.037%
5/5/2026NFSG Corp6,364$86K0.0%+188.0%0.002%
5/4/2026Bleakley Financial Group LLC19,213$259K0.0%N/A0.006%
5/4/2026Principal Financial Group Inc.1,181,635$15.95M0.0%+2.6%0.360%
5/4/2026 Chicago Partners Investment Group LLC20,898$264K0.0%N/A0.006%
5/1/2026Fifth Third Bancorp115,629$1.56M0.0%+2,861.0%0.035%
5/1/2026 Sequoia Financial Advisors LLC23,403$316K0.0%+67.7%0.007%
4/29/2026Sage Rhino Capital LLC13,595$184K0.0%-12.4%0.004%
4/27/2026 New York State Teachers Retirement System93,087$1.26M0.0%+2.2%0.028%
4/25/2026 Strs Ohio2,400$32K0.0%N/A0.001%
4/25/2026 Keybank National Association OH48,041$649K0.0%+10.4%0.015%
4/24/2026 Peregrine Capital Management LLC381,990$5.16M0.2%-8.8%0.116%
4/22/2026Janney Montgomery Scott LLC216,875$2.93M0.0%-31.5%0.066%
4/22/2026 Montgomery Investment Management Inc.33,596$454K0.2%+17.5%0.010%
4/22/2026 Pictet Asset Management Holding SA38,292$517K0.0%+4.5%0.012%
4/22/2026 Sterling Capital Management LLC8,568$116K0.0%-37.0%0.003%
4/21/2026 Louisiana State Employees Retirement System107,800$1.46M0.0%N/A0.033%
4/16/2026SG Americas Securities LLC76,290$1.03M0.0%+25.2%0.023%
4/16/2026 Redstone Wealth Management LLC12,145$164K0.1%N/A0.004%
3/25/2026 McAlvany Wealth Management LLC134,699$1.13M0.9%N/A0.041%
3/9/2026Corient Private Wealth LLC28,731$241K0.0%+62.6%0.009%
2/26/2026Alpine Global Management LLC21,817$183K0.0%N/A0.009%
2/25/2026MidFirst Bank27,639$232K0.0%N/A0.011%
2/24/2026Pacer Advisors Inc.1,719,755$14.43M0.0%-6.9%0.675%
2/20/2026Sunbelt Securities Inc.150,343$1.26M0.1%+9.7%0.059%
2/19/2026Invesco Ltd.2,260,663$18.97M0.0%+38.8%0.888%
2/19/2026Corient Private Wealth LLC28,731$241K0.0%+62.6%0.011%
2/18/2026Mercer Global Advisors Inc. ADV26,096$219K0.0%+79.9%0.010%
2/18/2026Summit Global Investments73,400$616K0.0%-2.5%0.029%
2/18/2026 First Citizens Bank & Trust Co.65,241$547K0.0%+1.8%0.026%
2/18/2026State of Tennessee Department of Treasury218,993$1.84M0.0%+28.2%0.086%
2/18/2026Mackenzie Financial Corp14,829$125K0.0%+30.8%0.006%
2/18/2026SkyView Investment Advisors LLC47,866$402K0.1%N/A0.019%
2/18/2026NewEdge Advisors LLC42,970$361K0.0%N/A0.017%
2/18/2026XTX Topco Ltd10,322$87K0.0%-83.0%0.004%
2/18/2026VARCOV Co.45,008$378K0.1%N/A0.018%
2/18/2026Voloridge Investment Management LLC2,287,315$19.19M0.1%+16.0%0.898%
2/18/2026Wellington Management Group LLP10,845$91K0.0%N/A0.004%
2/18/2026SummitTX Capital L.P.30,712$258K0.0%N/A0.012%
2/18/2026Susquehanna Portfolio Strategies LLC783,708$6.58M0.1%+927.4%0.308%
2/18/2026Twinbeech Capital LP23,793$200K0.0%+128.0%0.009%
2/18/2026Numerai GP LLC233,323$1.96M0.2%+130.7%0.092%
2/18/2026Oxford Asset Management LLP30,763$258K0.1%+7.7%0.012%
2/18/2026Millennium Management LLC753,110$6.32M0.0%-65.2%0.296%
2/18/2026Interval Partners LP250,364$2.10M0.0%-56.2%0.098%
2/18/2026Janus Henderson Group PLC100,836$847K0.0%+27.7%0.040%
2/18/2026Corigliano Investment Advisers LLC311,500$2.61M0.9%N/A0.122%
2/18/2026Balyasny Asset Management L.P.3,303,260$27.71M0.0%+775.1%1.297%
2/18/2026Aventail Capital Group LP1,085,739$9.11M0.5%+8.8%0.426%
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2/18/2026Bridgeway Capital Management LLC1,566,328$13.14M0.3%-15.0%0.615%
2/18/2026Aristeia Capital L.L.C.57,135$479K0.0%+26.8%0.022%
2/18/2026 ACT Capital Management LLC61,312$514K0.4%N/A0.024%
2/17/2026Freestone Grove Partners LP2,523,223$21.17M0.2%+156.8%0.991%
2/17/2026Guggenheim Capital LLC57,802$485K0.0%+159.2%0.023%
2/17/2026Schonfeld Strategic Advisors LLC132,917$1.12M0.0%-19.4%0.052%
2/17/2026AQR Capital Management LLC967,019$8.11M0.0%+2.6%0.380%
2/17/2026Lazard Asset Management LLC147,346$1.24M0.0%-4.9%0.058%
2/17/2026Cetera Investment Advisers3,178,511$26.67M0.0%+92.5%1.248%
2/17/2026ArrowMark Colorado Holdings LLC1,593,772$13.37M0.3%-12.0%0.626%


CRGY Institutional Ownership - Frequently Asked Questions

During the previous two years, 330 institutional investors and hedge funds held shares of Crescent Energy. The most heavily invested institutionals were Kohlberg Kravis Roberts & Co. L.P. ($386.85M), Vanguard Group Inc. ($228.98M), Dimensional Fund Advisors LP ($177.81M), American Century Companies Inc. ($172.72M), State Street Corp ($107.46M), Bank of New York Mellon Corp ($57.58M), and Jennison Associates LLC ($57.44M).Learn more on Crescent Energy's institutional investors.

52.11% of Crescent Energy's stock is owned by institutional investors. Learn more on CRGY's institutional investor holdings.

Of the 308 institutional investors that purchased Crescent Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($14.45M), Pacer Advisors Inc. ($11.93M), Vanguard Group Inc. ($11.35M), Jennison Associates LLC ($6.12M), State Street Corp ($5.75M), Dimensional Fund Advisors LP ($5.11M), and Bank of New York Mellon Corp ($3.48M).

Institutional investors have bought a total of 61,634,869 shares in the last 24 months. This purchase volume represents approximately $572.90M in transactions.

Of the 97 institutional investors that sold Crescent Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($4.47M), Millennium Management LLC ($1.41M), HITE Hedge Asset Management LLC ($1.41M), Alyeska Investment Group L.P. ($1.03M), Sei Investments Co. ($1.02M), Aventail Capital Group LP ($1M), and State Street Corp ($815.52K).

Institutional investors have sold a total of 19,360,883 shares in the last 24 months. This volume of shares sold represents approximately $184.81M in transactions.



This page (NYSE:CRGY) was last updated on 8/3/2026 by MarketBeat.com Staff.
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