Crescent Energy Inc. Class ACRGY

13F holders, Q4 2025 (December 31)
350holders +38
68new positions
31sold out
7famous investors
$8.40avg. 13F price*

At the end of Q4 2025, 350 institutions reported holding Crescent Energy Inc. Class A (CRGY) in their 13F filings, up 38 from Q3 2025. 68 opened new positions and 31 sold out. The largest holders were Liberty Mutual Group Asset Management Inc. ($309.2M), BlackRock, Inc. ($301.9M) and Vanguard Group Inc. ($229.0M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Crescent Energy Inc. Class A
CUSIP
44952J104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 191Q1 2024Q2 2024: 212Q2 2024Q3 2024: 235Q3 2024Q4 2024: 275Q4 2024Q1 2025: 292Q1 2025Q2 2025: 275Q2 2025Q3 2025: 312Q3 2025Q4 2025: 350Q4 2025Q1 2026: 361Q1 2026Q2 2026: 363Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions68$41.6M
Exits31$33.2M

All 13F filers, Q3 2025 → Q4 2025: 91,677,897 shares bought and 10,717,287 shares sold, net +80,960,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 350 holders

Liberty Mutual Group Asset Management Inc. 29.42% Add +89531.7% 36,854,746 $309.2M
BlackRock, Inc. 0.01% Add +35.8% 35,979,771 $301.9M
Vanguard Group Inc. 0.00% Add +34.6% 27,292,081 $229.0M
Kohlberg Kravis Roberts & Co. L.P. 3.83% No change 26,758,127 $224.5M
American Century Companies Inc. 0.09% Add +9.7% 21,246,104 $178.3M
Dimensional Fund Advisors LP 0.02% Add +20.8% 12,872,215 $108.0M
State Street Corp. 0.00% Add +27.6% 12,808,605 $107.5M
Bank of New York Mellon Corp 0.01% Reduce -6.1% 7,342,224 $61.6M
Morgan Stanley 0.00% Add +74.9% 5,650,795 $47.4M
Geode Capital Management, LLC 0.00% Add +29.0% 5,592,793 $46.9M
Charles Schwab Investment Management Inc. 0.01% Add +77.8% 5,105,558 $42.8M
Hotchkis & Wiley Capital Management LLC 0.10% Add +58.0% 3,893,760 $32.7M
Goldman Sachs Group Inc. 0.00% Add +16.7% 3,429,124 $28.8M
Balyasny Asset Management L.P. 0.05% Add +775.1% 3,303,260 $27.7M
Cetera Investment Advisers 0.03% Add +92.5% 3,178,511 $26.7M
Segall Bryant & Hamill, LLC 0.32% Reduce -1.7% 2,780,772 $23.3M
HITE Hedge Asset Management LLC 1.44% Reduce -15.1% 2,678,232 $22.5M
Pickering Energy Partners LP 84.38% Add +5373.0% 2,189,194 $21.6M
Freestone Grove Partners LP 0.15% Add +156.8% 2,523,223 $21.2M
Jennison Associates LLC 0.01% Reduce -5.8% 2,444,182 $20.5M
Voloridge Investment Management, LLC 0.07% Add +16.0% 2,287,315 $19.2M
Invesco Ltd. 0.00% Add +38.8% 2,260,663 $19.0M
Northern Trust Corp. 0.00% Add +25.8% 2,112,790 $17.7M
UBS Group AG 0.00% Add +36.2% 2,000,590 $16.8M
Pacer Advisors, Inc. 0.04% Reduce -6.9% 1,719,755 $14.4M
Citadel Advisors 0.01% Add +25.7% 1,702,159 $14.3M
ArrowMark Colorado Holdings LLC 0.29% Reduce -12.0% 1,593,772 $13.4M
Bridgeway Capital Management, LLC 0.28% Reduce -15.0% 1,566,328 $13.1M
Kore Advisors LP 21.93% Add +5.0% 1,552,856 $13.0M
Deutsche Bank AG 0.00% Reduce -7.2% 1,349,884 $11.3M
Empowered Funds, LLC 0.18% Add +7.7% 1,249,882 $10.5M
Victory Capital Management Inc. 0.01% Add +10.4% 1,235,843 $10.4M
First Trust Advisors LP 0.01% Add +120.1% 1,195,934 $10.0M
Pingora Partners LLC 5.95% Reduce -4.4% 1,159,819 $9.7M
Principal Financial Group Inc. 0.00% Add +28.4% 1,151,962 $9.7M
Aventail Capital Group, LP 0.52% Add +8.8% 1,085,739 $9.1M
Ameriprise Financial Inc. 0.00% Add +33.1% 1,005,320 $8.4M
FMR LLC 0.00% Add +26.1% 999,016 $8.4M
D. E. Shaw & Co. 0.01% Add +140.2% 998,438 $8.4M
AQR Capital Management 0.00% Add +2.6% 967,019 $8.1M
JPMorgan Chase & Co. 0.00% Add +330.8% 864,202 $7.3M
Public Sector Pension Investment Board 0.02% Add +15.4% 836,395 $7.0M
Woodline Partners LP 0.03% New 820,228 $6.9M
Susquehanna Portfolio Strategies, LLC 0.10% Add +927.4% 783,708 $6.6M
Millennium Management 0.00% Reduce -65.2% 753,110 $6.3M
Bank of America Corp. 0.00% Reduce -28.7% 748,849 $6.3M
Dana Investment Advisors, Inc. 0.17% New 711,272 $6.0M
Rhumbline Advisers 0.00% Add +25.6% 671,447 $5.6M
Fisher Asset Management 0.00% Add +29.8% 667,073 $5.6M
Two Sigma Investments, LP 0.01% Add +72.8% 628,407 $5.3M
Legal & General Group Plc 0.00% Add +27.5% 585,827 $4.9M
Wells Fargo & Company 0.00% Add +49.7% 546,941 $4.6M
Nuveen, LLC 0.00% Add +10.8% 510,556 $4.3M
Valueworks LLC 1.08% New 490,083 $4.1M
Swiss National Bank 0.00% Add +30.9% 485,692 $4.1M
Jump Financial, LLC 0.05% Reduce -54.1% 463,604 $3.9M
Barclays PLC 0.00% Add +69.2% 463,124 $3.9M
BNP Paribas Financial Markets 0.00% Add +220.5% 425,496 $3.6M
Peregrine Capital Management LLC 0.11% Reduce -4.7% 418,844 $3.5M
Webs Creek Capital Management LP 0.62% Add +38.3% 415,348 $3.5M
Jasper Ridge Partners, L.P. 0.07% No change 384,897 $3.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 382,359 $3.2M
Raymond James Financial Inc. 0.00% Add +57.1% 377,126 $3.2M
Rafferty Asset Management, LLC 0.01% Add +19.0% 364,217 $3.1M
Sei Investments Co. 0.00% Add +21.0% 356,308 $3.0M
GMO 0.01% Reduce -59.9% 337,233 $2.8M
Janney Montgomery Scott LLC 0.01% New 316,554 $2.7M
Corigliano Investment Advisers, LLC 0.93% New 311,500 $2.6M
Phocas Financial Corp. 0.32% Reduce -0.3% 296,617 $2.5M
Russell Investments Group, Ltd. 0.00% Add +98.9% 296,354 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +28.3% 286,395 $2.4M
NFJ Investment Group, LLC 0.09% New 285,955 $2.4M
Creative Planning 0.00% Add +192.7% 272,408 $2.3M
State of Tennessee, Department of Treasury 0.01% Add +28.2% 218,993 $2.1M
Citigroup Inc. 0.00% Add +0.5% 252,027 $2.1M
Interval Partners, LP 0.05% Reduce -56.2% 250,364 $2.1M
Algert Global LLC 0.03% Add +1181.3% 236,534 $2.0M
Numerai GP LLC 0.24% Add +130.7% 233,323 $2.0M
California State Teachers Retirement System 0.00% Add +29.9% 232,494 $2.0M
Prudential Financial Inc. 0.00% Add +21.1% 225,005 $1.9M
Alliancebernstein L.P. 0.00% Add +31.3% 222,660 $1.9M
Van Den Berg Management I, Inc. 0.42% Add +63.9% 218,153 $1.8M
Nokomis Capital, L.L.C. 0.53% No change 217,903 $1.8M
Mraz, Amerine & Associates, Inc. 0.27% Add +5.9% 217,810 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +40.7% 209,136 $1.8M
Point72 Asset Management 0.00% Reduce -32.7% 192,004 $1.6M
Freestone Capital Holdings, LLC 0.05% Add +0.0% 190,024 $1.6M
Voya Investment Management LLC 0.00% Add +25.2% 187,541 $1.6M
Susquehanna International Group, LLP 0.00% Add +25.0% 181,206 $1.5M
Simplex Trading, LLC 0.04% Add +206.3% 180,898 $1.5M
CM Management, LLC 1.24% No change 175,000 $1.5M
Moody National Bank Trust Division 0.14% Add +66.2% 167,440 $1.4M
Thrivent Financial for Lutherans 0.00% Add +23.9% 166,116 $1.4M
Quantinno Capital Management LP 0.00% Add +274.9% 160,856 $1.3M
Michelson Medical Research Foundation, Inc. 1.31% No change 156,166 $1.3M
Sunbelt Securities, Inc. 0.08% Add +9.7% 150,343 $1.3M
Kornitzer Capital Management Inc. 0.03% No change 150,000 $1.3M
Quantbot Technologies LP 0.04% Reduce -67.5% 147,379 $1.2M
Lazard Asset Management LLC 0.00% Reduce -4.9% 147,346 $1.2M
Royce & Associates LP 0.01% Reduce -10.9% 143,565 $1.2M
Lombard Odier Asset Management (USA) Corp 0.63% New 140,000 $1.2M
Intech Investment Management LLC 0.01% Add +66.4% 138,530 $1.2M
McAlvany Wealth Management LLC 0.86% — 134,699 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -19.4% 132,917 $1.1M
State of Alaska, Department of Revenue 0.01% Add +28.9% 131,364 $1.1M
MetLife Investment Management, LLC 0.01% Add +19.9% 129,127 $1.1M
Turas Capital Management LP 0.35% — 122,973 $1.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +4.4% 118,694 $996K
Dark Forest Capital Management LP 0.04% New 116,137 $974K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +39.3% 115,835 $972K
Dynamic Technology Lab Private Ltd 0.22% New 114,017 $956K
Comerica Bank 0.00% Add +32.8% 112,714 $946K
Louisiana State Employees Retirement System 0.02% Add +29.6% 110,699 $929K
DAVENPORT & Co LLC 0.00% Add +2.9% 107,000 $898K
PEAK6 LLC 0.02% New 106,765 $896K
Manufacturers Life Insurance Company, The 0.00% Add +6.0% 106,670 $895K
Callahan Advisors, LLC 0.07% Add +46.6% 106,179 $891K
New York State Common Retirement Fund 0.00% Add +13.8% 103,990 $872K
IMC-Chicago, LLC 0.02% Add +141.5% 103,217 $866K
Wolverine Asset Management LLC 0.05% New 102,502 $860K
Janus Henderson Group PLC 0.00% Add +27.7% 100,836 $847K
Brevan Howard Capital Management LP 0.02% Reduce -32.4% 98,775 $829K
Virtus Advisers, LLC 0.39% Reduce -7.4% 97,523 $818K
Illinois Municipal Retirement Fund 0.01% Reduce -7.6% 97,323 $817K
Neuberger Berman Group LLC 0.00% Add +9.4% 95,005 $797K
New York State Teachers Retirement System 0.00% Add +38.5% 91,078 $764K
MYDA Advisors LLC 0.21% New 89,000 $747K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -25.4% 86,488 $726K
Y-Intercept (Hong Kong) Ltd 0.01% New 78,020 $655K
Alps Advisors Inc. 0.00% No change 75,154 $631K
LPL Financial LLC 0.00% Add +108.0% 74,404 $624K
Focus Partners Wealth 0.00% Add +23.4% 71,173 $624K
Summit Global Investments 0.04% Reduce -2.5% 73,400 $616K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% Add +22.4% 72,080 $605K
Northside Capital Management, LLC 0.05% Reduce -80.8% 71,704 $602K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.8% 71,560 $600K
GF Fund Management Co. LTD. 0.01% Add +42.5% 71,061 $596K
Amalgamated Bank 0.00% Add +31.7% 70,387 $591K
Jane Street Group, LLC 0.00% Add +50.9% 69,188 $580K
Arizona State Retirement System 0.00% Add +20.1% 68,036 $571K
MorganRosel Wealth Management, LLC 0.14% No change 67,934 $570K
Police & Firemen's Retirement System of New Jersey 0.00% Add +27.3% 65,345 $548K
First Citizens Bank & Trust Co. 0.01% Add +1.8% 65,241 $547K
Franklin Resources Inc. 0.00% Add +375.7% 63,164 $530K
Yousif Capital Management, LLC 0.01% Add +13.0% 64,532 $529K
KLP Kapitalforvaltning As 0.00% Add +45.4% 63,053 $529K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.0% 62,706 $526K
Act Capital Management, LLC 0.42% — 61,312 $514K
SG Americas Securities, LLC 0.00% Add +19.8% 60,957 $511K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +31.2% 60,453 $507K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +26.4% 59,851 $502K
Tidal Investments LLC 0.00% Add +108.6% 58,407 $490K
Guggenheim Capital LLC 0.00% Add +159.2% 57,802 $485K
Aristeia Capital, L.L.C. 0.02% Add +26.8% 57,135 $479K
Caprock Group, LLC 0.01% New 56,470 $474K
Teachers Retirement System of the State of Kentucky 0.00% Add +9.7% 55,852 $468K
Royal Bank of Canada 0.00% Reduce -90.7% 55,577 $467K
Oregon Public Employees Retirement Fund 0.01% Add +32.0% 55,326 $464K
CoreCommodity Management, LLC 0.09% Add +310.6% 53,552 $449K
HighPoint Advisor Group LLC 0.01% New 50,531 $424K
Welch Group, LLC 0.02% No change 48,396 $406K
CFM Wealth Partners LLC 0.06% Reduce -8.2% 48,298 $405K
SkyView Investment Advisors, LLC 0.05% New 47,866 $402K
Capital Fund Management S.A. 0.00% Reduce -65.8% 46,425 $390K
Ieq Capital, LLC 0.00% Reduce -55.5% 46,384 $389K
Mirabella Financial Services LLP 0.04% New 45,957 $386K
ProShare Advisors LLC 0.00% Add +35.7% 45,909 $385K
Cwm, LLC 0.00% Add +28.3% 45,917 $385K
Stifel Financial Corp. 0.00% Add +346.2% 45,460 $381K
Cerity Partners LLC 0.00% Add +197.8% 45,358 $381K
VARCOV Co. 0.15% — 45,008 $378K
Pinnacle Holdings, LLC 0.14% New 44,919 $377K
Keybank National Association 0.00% Add +1.1% 43,531 $365K
NewEdge Advisors, LLC 0.00% New 42,970 $361K
PDT Partners, LLC 0.02% No change 42,800 $359K
Portolan Capital Management, LLC 0.02% New 39,900 $335K
State of Wisconsin Investment Board 0.00% Reduce -38.7% 39,467 $331K
Hancock Whitney Corp. 0.01% Add +3.0% 39,118 $328K
Vanguard Personalized Indexing Management, LLC 0.00% New 38,022 $319K
Westwood Holdings Group Inc. 0.00% No change 37,593 $315K
State Board of Administration of Florida Retirement System 0.00% No change 37,156 $312K
Pictet Asset Management Holding SA 0.00% Add +23.1% 36,654 $308K
OneDigital Investment Advisors LLC 0.00% New 36,345 $305K
Magnolia Capital Advisors LLC 0.06% Reduce -14.0% 35,945 $302K
Voleon Capital Management LP 0.01% Add +127.7% 35,697 $299K
Maryland State Retirement & Pension System 0.01% Add +31.4% 35,175 $295K
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.6% 36,748 $295K
Holocene Advisors, LP 0.00% Reduce -9.5% 33,989 $285K
Western Wealth Management, LLC 0.01% New 33,548 $281K
Campbell & CO Investment Adviser LLC 0.01% Reduce -5.0% 32,545 $273K
CastleKnight Management LP 0.02% No change 32,525 $273K
Mariner, LLC 0.00% Reduce -58.3% 31,520 $265K
Kestra Advisory Services, LLC 0.00% New 31,374 $263K
PNC Financial Services Group, Inc. 0.00% Add +99.0% 31,339 $263K
Oxford Asset Management LLP 0.09% Add +7.7% 30,763 $258K
SummitTX Capital, L.P. 0.01% New 30,712 $258K
Daytona Street Capital LLC 0.20% — 30,000 $252K
DekaBank Deutsche Girozentrale 0.00% No change 21,282 $248K
Profund Advisors LLC 0.01% New 29,459 $247K
Bank of Montreal 0.00% Add +24.6% 29,290 $246K
Commonwealth Equity Services, LLC 0.00% New 29,019 $243K
Corient Private Wealth LP 0.00% Add +62.6% 28,731 $241K
Montgomery Investment Management Inc. 0.09% Add +15.1% 28,596 $240K
Mangrove Partners Im, LLC 0.02% New 28,455 $239K
Riverstone Holdings LLC 0.68% New 27,702 $232K
MidFirst Bank 0.02% — 27,639 $232K
Mutual of America Capital Management LLC 0.00% Add +32.7% 27,631 $232K
Scientech Research LLC 0.14% New 26,935 $226K
Mercer Global Advisors Inc. 0.00% Add +80.0% 26,096 $219K
Twinbeech Capital LP 0.01% Add +128.0% 23,793 $200K
Pathstone Holdings, LLC 0.00% Add +82.4% 23,419 $196K
CIBC Asset Management Inc 0.00% Add +36.4% 23,125 $194K
Alpine Global Management, LLC 0.04% New 21,817 $183K
Whittier Trust Co. of Nevada Inc. 0.00% New 22,408 $180K
Ameritas Investment Partners, Inc. 0.01% Add +35.7% 20,292 $170K
Harbor Capital Advisors, Inc. 0.01% Add +25.7% 20,110 $169K
Savant Capital, LLC 0.00% Add +21.2% 19,687 $165K
Signaturefd, LLC 0.00% Add +138.7% 19,686 $165K
DRW Securities, LLC 0.01% Reduce -66.5% 18,802 $158K
Xponance LLC 0.00% Add +31.4% 18,326 $154K
PharVision Advisers, LLC 0.08% Reduce -18.0% 17,683 $148K
Two Sigma Securities, LLC 0.02% New 17,294 $145K
Annandale Capital, LLC 0.02% No change 17,273 $145K
GAMMA Investing LLC 0.01% Add +72.4% 16,823 $141K
Sherbrooke Park Advisers LLC 0.36% Reduce -67.6% 16,668 $140K
Inscription Capital, LLC 0.01% New 16,525 $139K
Vinva Investment Management Ltd 0.00% New 10,729 $135K
Cibc World Markets Corp. 0.00% — 15,599 $131K
Sage Rhino Capital LLC 0.02% New 15,522 $130K
Segment Wealth Management, LLC 0.01% New 15,255 $128K
Legacy Wealth Managment, LLC 0.06% Reduce -11.2% 15,099 $127K
Mackenzie Financial Corp. 0.00% Add +30.8% 14,829 $125K
HighTower Advisors, LLC 0.00% Reduce -24.1% 14,249 $120K
Stoneridge Investment Partners LLC 0.08% Add +1.6% 14,168 $119K
EntryPoint Capital, LLC 0.05% Reduce -80.0% 14,075 $118K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.9% 13,953 $117K
Sterling Capital Management LLC 0.00% Add +9.7% 13,591 $114K
Equitable Trust Co. 0.01% No change 13,366 $112K
Pointe Capital Management LLC 0.05% Reduce -65.4% 13,008 $109K
Brooklyn Investment Group 0.01% New 13,059 $109K
Captrust Financial Advisors 0.00% New 12,911 $108K
Pallas Capital Advisors LLC 0.00% New 12,884 $108K
Meeder Asset Management Inc. 0.01% Reduce -12.3% 12,875 $108K
Merit Financial Group, LLC 0.00% Add +21.2% 12,712 $107K
Aigen Investment Management, LP 0.02% Reduce -79.3% 12,708 $107K
GTS Securities LLC 0.00% Reduce -60.2% 12,301 $103K
Heritage Wealth Management, Inc. 0.03% New 11,600 $97K
Swiss Life Asset Management Ltd 0.00% New 11,464 $96K
R Squared Ltd 0.04% New 11,430 $96K
Sprott Inc. 0.00% No change 11,250 $94K
Quadrant Capital Group LLC 0.00% Add +1568.3% 11,161 $94K
AlphaQuest LLC 0.01% Reduce -68.7% 11,111 $93K
Hantz Financial Services, Inc. 0.00% Add +84.0% 11,076 $93K
Public Employees Retirement System of Ohio 0.00% Add +129.0% 10,919 $92K
Cura Wealth Advisors, LLC 0.03% Add +8.5% 10,849 $91K
Wellington Management Group LLP 0.00% New 10,845 $91K
Cantor Fitzgerald Investment Advisors L.P. 0.01% Reduce -27.5% 10,550 $89K
KBC Group NV 0.00% Add +51.9% 10,359 $87K
XTX Topco Ltd 0.00% Reduce -83.0% 10,322 $87K
Innealta Capital, LLC 0.05% Add +0.1% 10,296 $86K
Vise Technologies, Inc. 0.00% New 10,190 $85K
Jones Financial Companies LLLP 0.00% Add +11.7% 10,056 $84K
Osaic Holdings, Inc. 0.00% Reduce -8.4% 8,807 $74K
State of Wyoming 0.01% New 7,913 $66K
Walleye Capital LLC 0.00% New 6,718 $56K
American National Bank & Trust 0.00% No change 5,935 $50K
Pinnacle Wealth Planning Services, Inc. 0.00% New 5,474 $46K
Allworth Financial LP 0.00% Add +42.3% 4,712 $40K
Nomura Asset Management Co. Ltd. 0.00% Add +134.5% 3,986 $33K
Tower Research Capital LLC (TRC) 0.00% Reduce -63.7% 3,906 $33K
Fifth Third Bancorp 0.00% Add +109.3% 3,905 $33K
Nisa Investment Advisors, LLC 0.00% Reduce -2.0% 3,639 $31K
US Bancorp \de 0.00% Add +46.8% 3,375 $28K
Essential Partners LLC 0.01% Add +172.1% 2,892 $24K
Versant Capital Management, Inc 0.00% Add +260.4% 2,872 $24K
Arax Advisory Partners 0.00% Reduce -54.5% 2,601 $22K
NFSG Corp 0.00% Add +3583.3% 2,210 $19K
Parallel Advisors, LLC 0.00% Add +947.1% 2,136 $18K
UMB Bank, n.a. 0.00% Add +107.4% 2,120 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +109.0% 2,078 $17K
Founders Capital Management 0.01% New 2,000 $17K
Salomon & Ludwin, LLC 0.00% Add +394.8% 1,989 $16K
Security National Bank 0.00% New 1,919 $16K
Hussman Strategic Advisors, Inc. 0.00% New 1,906 $16K
Farther Finance Advisors, LLC 0.00% Add +2528.4% 1,761 $15K
MAI Capital Management 0.00% Add +1.3% 1,706 $14K
True Wealth Design, LLC 0.00% Reduce -2.1% 1,546 $13K
Quarry LP 0.00% Reduce -64.1% 1,490 $13K
Smartleaf Asset Management LLC 0.00% Add +8.0% 1,348 $11K
Assetmark, Inc. 0.00% New 1,334 $11K
Larson Financial Group LLC 0.00% Add +756.2% 1,310 $11K
Bessemer Group Inc. 0.00% Add +107.6% 1,179 $10K
EverSource Wealth Advisors, LLC 0.00% Add +0.5% 1,127 $9K
Physician Wealth Advisors, Inc. 0.00% Add +245.4% 1,088 $9K
SBI Securities Co., Ltd. 0.00% Add +14.9% 1,028 $9K
Islay Capital Management, LLC 0.01% No change 1,000 $8K
Caitong International Asset Management Co., Ltd 0.00% Add +1445.8% 912 $8K
Huntington National Bank 0.00% Add +228.7% 881 $7K
Los Angeles Capital Management LLC 0.00% New 900 $7K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +1200.0% 845 $7K
ORG Partners LLC 0.00% Reduce -0.6% 835 $7K
Sound Income Strategies, LLC 0.00% New 810 $7K
First Horizon Corp. 0.00% Add +23.1% 804 $7K
Prestige Wealth Management Group LLC 0.00% Add +164.8% 776 $7K
Parkside Financial Bank & Trust 0.00% Add +67.8% 772 $6K
Global Retirement Partners, LLC 0.00% Add +79.7% 717 $6K
Cornerstone Financial Management LLC 0.00% — 602 $5K
Atlantic Union Bankshares Corp 0.00% Add +1.2% 520 $4K
IFP Advisors, Inc 0.00% Reduce -23.0% 503 $4K
CoreCap Advisors, LLC 0.00% Add +9700.0% 490 $4K
Private Wealth Asset Management, LLC 0.00% New 476 $4K
Optiver Holding B.V. 0.00% Reduce -53.1% 454 $4K
Bare Financial Services, Inc 0.00% Add +705.8% 419 $4K
Private Wealth Management Group, LLC 0.00% New 415 $3K
Rothschild Investment LLC 0.00% Add +38.9% 389 $3K
Avion Wealth 0.00% New 396 $3K
LRI Investments, LLC 0.00% New 318 $3K
Basecamp Wealth Advisors LLC 0.00% — 230 $2K
Blue Trust, Inc. 0.00% No change 215 $2K
Kilter Group LLC 0.00% Add +287.3% 213 $2K
Root Financial Partners, LLC 0.00% Reduce -16.3% 206 $2K
Vermillion Wealth Management, Inc. 0.00% New 200 $2K
Fortitude Family Office, LLC 0.00% Add +347.6% 188 $2K
Corsicana & Co. 0.00% No change 180 $2K
Rockefeller Capital Management L.P. 0.00% Reduce -98.3% 151 $1K
Cedar Mountain Advisors, LLC 0.00% Add +127.0% 143 $1K
Farmers & Merchants Investments Inc. 0.00% Add +24.0% 124 $1K
Covestor Ltd 0.00% Add +283.3% 69 $1K
Hughes Financial Services, LLC 0.00% No change 119 $998
Turning Point Benefit Group, Inc. 0.00% New 114 $959
Picton Mahoney Asset Management 0.00% No change 108 $906
Financial Consulate, Inc. 0.00% Reduce -35.7% 90 $756
Optima Capital LLC 0.00% New 64 $537
Bell Investment Advisors, Inc 0.00% New 64 $537
JFS Wealth Advisors, LLC 0.00% Add +53.7% 63 $529
CIBC Private Wealth Group LLC 0.00% New 59 $495
Federation des caisses Desjardins du Quebec 0.00% No change 50 $420
Keating Financial Advisory Services, Inc. 0.00% — 41 $344
Harbour Investments, Inc. 0.00% No change 21 $176
Transamerica Financial Advisors, LLC 0.00% New 17 $143
SJS Investment Consulting Inc. 0.00% No change 15 $126
Clearstead Advisors, LLC 0.00% Reduce -82.9% 14 $118
DiNuzzo Private Wealth, Inc. 0.00% No change 9 $76
Gilpin Wealth Management, LLC 0.00% — 8 $68
Bay Harbor Wealth Management, LLC 0.00% Add +14.3% 8 $67
Rialto Wealth Management, LLC 0.00% Reduce -93.8% 4 $34
HFM Investment Advisors, LLC 0.00% Reduce -50.0% 4 $34
Dunhill Financial, LLC 0.00% New 4 $31
Contravisory Investment Management, Inc. 0.00% New 1 $6
Capital Advisors, Ltd. LLC 0.00% New 28 $0

"% of holder's portfolio" is CRGY's weight in each manager's 13F, not the share of Crescent Energy Inc. Class A the manager owns.