Go Pro

Crescent Energy (CRGY) Institutional Ownership

Crescent Energy logo
$14.07 +0.26 (+1.88%)
As of 08/21/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Crescent Energy (NYSE:CRGY)

Current
Institutional Ownership
Percentage
52.11%
Number of
Institutional Buyers
(last 12 months)
202
Total
Institutional Inflows
(last 12 months)
$513.48M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$148.89M
Get CRGY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Crescent Energy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/23/2026 Readystate Asset Management LP619,287$6.08M0.2%+275.4%0.187%
8/22/2026 Legacy Wealth Managment LLC ID26,453$260K0.1%+180.1%0.008%
8/21/2026 iSAM Funds UK Ltd21,100$207K0.1%+88.4%0.006%
8/18/2026 Public Employees Retirement System of Ohio10,312$101K0.0%N/A0.003%
8/13/2026 Pinnacle Holdings LLC44,704$439K0.1%N/A0.014%
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%
6/18/2026 Western Wealth Management LLC44,355$599K0.0%+32.2%0.013%
6/18/2026 Pacer Advisors Inc.1,948,082$26.30M0.0%+13.3%0.590%
6/3/2026 NewEdge Advisors LLC144,268$1.95M0.0%+235.7%0.044%
5/22/2026 Segall Bryant & Hamill LLC2,594,152$35.02M0.4%-6.7%0.786%
5/19/2026 Western Wealth Management LLC44,355$599K0.0%+32.2%0.013%
5/19/2026 Bank 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%
5/18/2026 Amundi16,195$219K0.0%N/A0.005%
5/18/2026California State Teachers Retirement System289,558$3.91M0.0%+24.5%0.088%
5/18/2026 Readystate Asset Management LP164,979$2.23M0.1%N/A0.050%
5/18/2026 Royal Bank of Canada39,759$537K0.0%-28.5%0.012%
5/18/2026 Empowered Funds LLC1,341,270$18.11M0.1%+7.3%0.406%
5/16/2026 The Manufacturers Life Insurance Company100,260$1.35M0.0%-6.0%0.030%
5/16/2026 Quantinno Capital Management LP164,016$2.21M0.0%+2.0%0.050%
5/16/2026 Kohlberg Kravis Roberts & Co. L.P.28,655,357$386.85M7.2%+7.1%8.677%
5/16/2026 Lazard Asset Management LLC155,349$2.10M0.0%+5.4%0.047%
5/15/2026 Lombard Odier Asset Management USA Corp87,000$1.17M0.1%-37.9%0.026%
5/15/2026 Van 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%
5/14/2026 Sei Investments Co.388,477$5.24M0.0%+9.0%0.118%
5/14/2026 Walleye Capital LLC180,664$2.44M0.0%+2,153.2%0.055%
5/13/2026 Cetera Investment Advisers3,341,779$45.11M0.0%+5.1%1.012%
5/13/2026 Kore 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%
5/13/2026 First Trust Advisors LP1,542,176$20.82M0.0%+29.0%0.467%
5/8/2026 PNC Financial Services Group Inc.28,333$382K0.0%-9.6%0.009%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
5/8/2026 Summit Global Investments29,536$399K0.0%-59.8%0.009%
5/7/2026 Legacy Wealth Managment LLC ID9,444$127K0.1%-37.5%0.003%
5/7/2026 Dimensional Fund Advisors LP13,171,033$177.81M0.0%+2.3%4.017%
5/6/2026 Jennison 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%
5/5/2026 Bank of New York Mellon Corp4,265,471$57.58M0.0%-41.9%1.301%
5/5/2026 Illinois Municipal Retirement Fund120,136$1.62M0.0%+23.4%0.037%
5/5/2026 NFSG Corp6,364$86K0.0%+188.0%0.002%
5/4/2026 Bleakley Financial Group LLC19,213$259K0.0%N/A0.006%
5/4/2026 Principal 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%
5/1/2026 Fifth 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%
4/29/2026 Sage 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%
4/22/2026 Janney 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%
4/16/2026 SG 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%
3/9/2026 Corient Private Wealth LLC28,731$241K0.0%+62.6%0.009%
2/26/2026 Alpine Global Management LLC21,817$183K0.0%N/A0.009%
2/25/2026 MidFirst Bank27,639$232K0.0%N/A0.011%
2/24/2026 Pacer 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%
2/19/2026 Invesco Ltd.2,260,663$18.97M0.0%+38.8%0.888%
2/19/2026 Corient Private Wealth LLC28,731$241K0.0%+62.6%0.011%
2/18/2026 Mercer Global Advisors Inc. ADV26,096$219K0.0%+79.9%0.010%
2/18/2026 Summit 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%
2/18/2026 State of Tennessee Department of Treasury218,993$1.84M0.0%+28.2%0.086%
2/18/2026 Mackenzie Financial Corp14,829$125K0.0%+30.8%0.006%
2/18/2026SkyView Investment Advisors LLC47,866$402K0.1%N/A0.019%
2/18/2026 NewEdge Advisors LLC42,970$361K0.0%N/A0.017%
2/18/2026 XTX Topco Ltd10,322$87K0.0%-83.0%0.004%
2/18/2026 VARCOV Co.45,008$378K0.1%N/A0.018%
2/18/2026 Voloridge Investment Management LLC2,287,315$19.19M0.1%+16.0%0.898%
2/18/2026 Wellington Management Group LLP10,845$91K0.0%N/A0.004%
2/18/2026 SummitTX Capital L.P.30,712$258K0.0%N/A0.012%
2/18/2026 Susquehanna Portfolio Strategies LLC783,708$6.58M0.1%+927.4%0.308%
2/18/2026 Twinbeech Capital LP23,793$200K0.0%+128.0%0.009%
2/18/2026 Numerai GP LLC233,323$1.96M0.2%+130.7%0.092%
2/18/2026 Oxford Asset Management LLP30,763$258K0.1%+7.7%0.012%
2/18/2026 Millennium Management LLC753,110$6.32M0.0%-65.2%0.296%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

2/18/2026 Interval 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%
2/18/2026 Balyasny Asset Management L.P.3,303,260$27.71M0.0%+775.1%1.297%
2/18/2026 Aventail Capital Group LP1,085,739$9.11M0.5%+8.8%0.426%
2/18/2026 Bridgeway Capital Management LLC1,566,328$13.14M0.3%-15.0%0.615%
2/18/2026 Aristeia 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%
2/17/2026 Freestone Grove Partners LP2,523,223$21.17M0.2%+156.8%0.991%
2/17/2026 Guggenheim Capital LLC57,802$485K0.0%+159.2%0.023%


CRGY Institutional Ownership - Frequently Asked Questions

During the previous two years, 322 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 301 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: Pacer Advisors Inc. ($11.93M), Vanguard Group Inc. ($11.35M), American Century Companies Inc. ($8.10M), Jennison Associates LLC ($6.12M), State Street Corp ($5.75M), Dimensional Fund Advisors LP ($3.89M), and Bank of New York Mellon Corp ($3.48M).

Institutional investors have bought a total of 54,221,530 shares in the last 24 months. This purchase volume represents approximately $509.02M in transactions.

Of the 80 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 ($3.56M), Millennium Management LLC ($1.41M), HITE Hedge Asset Management LLC ($1.41M), Alyeska Investment Group L.P. ($1.03M), Aventail Capital Group LP ($1M), Citigroup Inc. ($781.34K), and Royal Bank of Canada ($557.47K).

Institutional investors have sold a total of 15,199,144 shares in the last 24 months. This volume of shares sold represents approximately $148.89M in transactions.



Institutional ownership data for NYSE:CRGY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners