Crescent Energy Inc. Class ACRGY

13F holders, Q1 2026 (March 31)
361holders +11
60new positions
49sold out
7famous investors
$13.49avg. 13F price*

At the end of Q1 2026, 361 institutions reported holding Crescent Energy Inc. Class A (CRGY) in their 13F filings, up 11 from Q4 2025. 60 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($504.3M), Liberty Mutual Group Asset Management Inc. ($497.5M) and Kohlberg Kravis Roberts & Co. L.P. ($386.8M). 7 famous investors held it, including Bill Miller (7.1% of Miller Value Partners's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jeremy Grantham (0.0% of GMO'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions60$146.1M
Exits49$56.6M

All 13F filers, Q4 2025 → Q1 2026: 46,103,910 shares bought and 28,517,017 shares sold, net +17,586,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 361 holders

BlackRock, Inc. 0.01% Add +3.8% 37,357,347 $504.3M
Liberty Mutual Group Asset Management Inc. 39.82% No change 36,854,746 $497.5M
Kohlberg Kravis Roberts & Co. L.P. 7.58% Add +7.1% 28,655,357 $386.8M
American Century Companies Inc. 0.12% Reduce -18.6% 17,286,447 $233.4M
Vanguard Portfolio Management LLC 0.01% — 16,227,242 $219.1M
State Street Corp. 0.01% Add +25.6% 16,085,370 $217.2M
Dimensional Fund Advisors LP 0.04% Add +2.3% 13,171,033 $177.8M
Vanguard Capital Management LLC 0.00% — 11,322,415 $152.9M
Invesco Ltd. 0.01% Add +279.5% 8,579,329 $115.8M
Goldman Sachs Group Inc. 0.01% Add +142.3% 8,310,276 $112.2M
Geode Capital Management, LLC 0.01% Add +9.0% 6,098,646 $82.4M
Charles Schwab Investment Management Inc. 0.01% Add +6.7% 5,447,685 $73.5M
Bank of New York Mellon Corp 0.01% Reduce -41.9% 4,265,471 $57.6M
Jennison Associates LLC 0.04% Add +74.1% 4,254,407 $57.4M
Cetera Investment Advisers 0.05% Add +5.1% 3,341,779 $45.1M
Pickering Energy Partners LP 86.53% Add +43.5% 3,142,478 $42.4M
Morgan Stanley 0.00% Reduce -44.7% 3,123,574 $42.2M
Bank of America Corp. 0.00% Add +308.2% 3,056,820 $41.3M
UBS Group AG 0.01% Add +37.8% 2,757,223 $37.2M
Portolan Capital Management, LLC 1.87% Add +6419.1% 2,601,142 $35.1M
Segall Bryant & Hamill, LLC 0.50% Reduce -6.7% 2,594,152 $35.0M
Hotchkis & Wiley Capital Management LLC 0.11% Reduce -34.1% 2,565,285 $34.6M
Northern Trust Corp. 0.00% Add +10.7% 2,339,292 $31.6M
Miller Value Partners 7.06% New 2,003,132 $27.0M
Pacer Advisors, Inc. 0.08% Add +13.3% 1,948,082 $26.3M
Two Sigma Investments, LP 0.02% Add +184.5% 1,787,923 $24.1M
Voloridge Investment Management, LLC 0.09% Reduce -25.9% 1,694,249 $22.9M
Bridgeway Capital Management, LLC 0.45% Add +6.3% 1,665,818 $22.5M
D. E. Shaw & Co. 0.02% Add +65.1% 1,648,206 $22.3M
Vanguard Fiduciary Trust Co. 0.01% — 1,596,245 $21.5M
Kore Advisors LP 27.06% Add +2.2% 1,586,456 $21.4M
First Trust Advisors LP 0.01% Add +28.9% 1,542,176 $20.8M
Deutsche Bank AG 0.01% Add +2.4% 1,382,142 $18.7M
Nuveen, LLC 0.00% Add +163.9% 1,347,574 $18.2M
Empowered Funds, LLC 0.12% Add +7.3% 1,341,270 $18.1M
ArrowMark Colorado Holdings LLC 0.48% Reduce -15.9% 1,340,375 $18.1M
Linden Advisors LP 1.04% New 1,326,700 $17.9M
Alyeska Investment Group, L.P. 0.05% New 1,295,062 $17.5M
Ameriprise Financial Inc. 0.00% Add +28.0% 1,286,414 $17.4M
Principal Financial Group Inc. 0.01% Add +2.6% 1,181,635 $16.0M
Balyasny Asset Management L.P. 0.03% Reduce -64.3% 1,180,702 $15.9M
FMR LLC 0.00% Add +18.0% 1,178,614 $15.9M
Victory Capital Management Inc. 0.01% Reduce -5.3% 1,170,657 $15.8M
Pingora Partners LLC 8.94% Reduce -3.7% 1,116,649 $15.1M
Squarepoint Ops LLC 0.03% New 1,089,575 $14.7M
Susquehanna Advisors Group, Inc. 0.97% New 1,072,954 $14.5M
BNP Paribas Financial Markets 0.01% Add +115.1% 915,168 $12.4M
HITE Hedge Asset Management LLC 0.67% Reduce -67.3% 875,200 $11.8M
Public Sector Pension Investment Board 0.04% Add +3.9% 869,348 $11.7M
Aventail Capital Group, LP 0.50% Reduce -29.6% 764,526 $10.3M
Mizuho Markets Americas LLC 0.26% New 700,427 $9.5M
Rhumbline Advisers 0.01% Add +4.1% 699,258 $9.4M
JPMorgan Chase & Co. 0.00% Reduce -21.6% 677,472 $9.2M
AQR Capital Management 0.00% Reduce -31.9% 658,712 $8.9M
Dana Investment Advisors, Inc. 0.26% Reduce -7.8% 655,625 $8.9M
Fisher Asset Management 0.00% Reduce -2.9% 648,068 $8.7M
Citigroup Inc. 0.01% Add +137.7% 599,097 $8.1M
Rafferty Asset Management, LLC 0.03% Add +58.2% 576,317 $7.8M
Fred Alger Management, LLC 0.03% New 541,334 $7.3M
WINTON GROUP Ltd 0.25% New 522,686 $7.1M
Wells Fargo & Company 0.00% Reduce -7.0% 508,777 $6.9M
CastleKnight Management LP 0.32% Add +1439.3% 500,640 $6.8M
Legal & General Group Plc 0.00% Reduce -14.8% 499,274 $6.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +73.6% 497,308 $6.7M
Valueworks LLC 1.80% No change 490,083 $6.6M
Swiss National Bank 0.00% No change 485,692 $6.6M
Sei Investments Co. 0.00% Add +9.0% 388,477 $5.2M
Peregrine Capital Management LLC 0.19% Reduce -8.8% 381,990 $5.2M
Susquehanna Portfolio Strategies, LLC 0.08% Reduce -52.0% 375,955 $5.1M
Lloyd Harbor Capital Management, LLC 2.48% New 355,000 $4.8M
Raymond James Financial Inc. 0.00% Reduce -11.9% 332,404 $4.5M
GMO 0.01% Reduce -1.7% 331,433 $4.5M
California State Teachers Retirement System 0.00% Add +24.5% 289,558 $3.9M
NFJ Investment Group, LLC 0.15% No change 285,955 $3.9M
T. Rowe Price Associates Inc. 0.00% Add +30.1% 272,164 $3.7M
Freestone Capital Holdings, LLC 0.10% Add +32.5% 251,877 $3.4M
Prudential Financial Inc. 0.00% Add +11.5% 250,885 $3.4M
Creative Planning 0.00% Reduce -8.9% 248,266 $3.4M
McAlvany Wealth Management LLC 2.11% Add +71.6% 231,105 $3.1M
Phocas Financial Corp. 0.49% Reduce -22.0% 231,253 $3.1M
Van Den Berg Management I, Inc. 0.70% Add +4.2% 227,213 $3.1M
Numerai GP LLC 0.30% Reduce -3.5% 225,226 $3.0M
Janney Montgomery Scott LLC 0.01% Reduce -31.5% 216,875 $2.9M
Jasper Ridge Partners, L.P. 0.06% Reduce -44.7% 212,869 $2.9M
Hohimer Wealth Management, LLC 0.35% New 207,900 $2.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -46.4% 205,126 $2.8M
Mraz, Amerine & Associates, Inc. 0.40% Reduce -7.3% 201,878 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +74.0% 201,598 $2.7M
Truffle Hound Capital, LLC 1.65% New 200,000 $2.7M
Neo Ivy Capital Management 0.70% New 197,954 $2.7M
Russell Investments Group, Ltd. 0.00% Reduce -33.5% 197,070 $2.7M
Barclays PLC 0.00% Reduce -58.8% 190,965 $2.6M
Alliancebernstein L.P. 0.00% Add +36.9% 304,852 $2.6M
Royce & Associates LP 0.03% Add +31.4% 188,605 $2.5M
Walleye Capital LLC 0.02% Add +2589.3% 180,664 $2.4M
Twinbeech Capital LP 0.25% Add +636.8% 175,300 $2.4M
Nokomis Capital, L.L.C. 0.74% Reduce -19.7% 175,035 $2.4M
Vanguard Global Advisers, LLC 0.00% — 174,482 $2.4M
IMC-Chicago, LLC 0.03% Add +64.1% 169,401 $2.3M
Voya Investment Management LLC 0.00% Reduce -9.9% 168,972 $2.3M
Moody National Bank Trust Division 0.22% Add +0.1% 167,634 $2.3M
State of Tennessee, Department of Treasury 0.01% Reduce -23.7% 167,132 $2.3M
Intech Investment Management LLC 0.02% Add +20.4% 166,780 $2.3M
Readystate Asset Management LP 0.23% New 164,979 $2.2M
Quantinno Capital Management LP 0.00% Add +2.0% 164,016 $2.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 163,510 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -2.4% 162,197 $2.2M
Michelson Medical Research Foundation, Inc. 2.14% No change 156,166 $2.1M
Lazard Asset Management LLC 0.00% Add +5.4% 155,349 $2.1M
Algert Global LLC 0.03% Reduce -34.6% 154,734 $2.1M
Sunbelt Securities, Inc. 0.13% Add +0.7% 151,416 $2.0M
Kornitzer Capital Management Inc. 0.04% No change 150,000 $2.0M
NewEdge Advisors, LLC 0.01% Add +235.7% 144,268 $1.9M
MetLife Investment Management, LLC 0.01% Add +8.8% 140,531 $1.9M
Focus Partners Wealth 0.00% Add +81.1% 128,893 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -2.4% 128,279 $1.7M
VARCOV Co. 0.64% Add +180.7% 126,332 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -32.4% 122,531 $1.7M
Quadrature Capital Ltd 0.02% New 122,433 $1.7M
Advisors Asset Management, Inc. 0.03% New 122,353 $1.7M
Illinois Municipal Retirement Fund 0.02% Add +23.4% 120,136 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -0.6% 117,988 $1.6M
Fifth Third Bancorp 0.00% Add +2861.1% 115,629 $1.6M
New York State Common Retirement Fund 0.00% Add +11.2% 115,590 $1.6M
Millennium Management 0.00% Reduce -85.0% 113,138 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -2.6% 107,800 $1.5M
Janus Henderson Group PLC 0.00% No change 100,836 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.0% 100,260 $1.4M
Neuberger Berman Group LLC 0.00% Add +2.7% 97,584 $1.3M
Virtus Advisers, LLC 0.62% No change 97,523 $1.3M
Voleon Capital Management LP 0.03% Add +171.9% 97,074 $1.3M
Lighthouse Investment Partners, LLC 0.05% New 96,126 $1.3M
New York State Teachers Retirement System 0.00% Add +2.2% 93,087 $1.3M
MYDA Advisors LLC 0.30% Add +4.5% 93,000 $1.3M
Citadel Advisors 0.00% Reduce -94.8% 89,137 $1.2M
Lombard Odier Asset Management (USA) Corp 0.89% Reduce -37.9% 87,000 $1.2M
Tidal Investments LLC 0.00% Add +42.8% 83,404 $1.1M
Cibc World Market Inc. 0.00% New 82,485 $1.1M
Sciencast Management LP 0.14% New 82,435 $1.1M
DAVENPORT & Co LLC 0.01% Reduce -23.4% 82,000 $1.1M
GF Fund Management Co. LTD. 0.02% Add +13.8% 80,889 $1.1M
CSS LLC 0.17% New 77,876 $1.1M
SG Americas Securities, LLC 0.00% Add +25.1% 76,290 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.4% 75,393 $1.0M
Callahan Advisors, LLC 0.08% Reduce -29.4% 75,001 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +19.9% 72,486 $979K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.13% No change 72,080 $973K
LPL Financial LLC 0.00% Reduce -4.3% 71,209 $961K
Toronto Dominion Bank 0.00% New 70,498 $952K
Amalgamated Bank 0.01% Reduce -0.9% 69,733 $941K
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.8% 68,506 $925K
Alps Advisors Inc. 0.00% Reduce -9.4% 68,064 $919K
Heirloom Wealth Management 0.17% New 67,934 $917K
Arizona State Retirement System 0.01% Reduce -0.5% 67,711 $914K
Yousif Capital Management, LLC 0.01% Add +0.4% 64,819 $875K
Vanguard Investments Australia, Ltd. 0.00% — 64,586 $872K
First Citizens Bank & Trust Co. 0.02% Reduce -2.3% 63,751 $861K
Hancock Whitney Corp. 0.01% Add +61.4% 63,124 $849K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.7% 61,039 $824K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.4% 60,093 $811K
Teachers Retirement System of the State of Kentucky 0.01% No change 55,852 $754K
Mariner, LLC 0.00% Add +77.1% 55,808 $753K
Oregon Public Employees Retirement Fund 0.01% Add +0.5% 55,574 $750K
KLP Kapitalforvaltning As 0.00% Reduce -14.0% 54,252 $732K
Ieq Capital, LLC 0.00% Add +15.4% 53,513 $722K
SkyView Investment Advisors, LLC 0.09% Add +5.3% 50,409 $681K
DRW Securities, LLC 0.04% Add +167.0% 50,208 $678K
Welch Group, LLC 0.02% No change 48,396 $653K
CFM Wealth Partners LLC 0.10% No change 48,298 $652K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -44.4% 48,134 $650K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 48,100 $649K
Keybank National Association 0.00% Add +10.4% 48,041 $649K
Vanguard Personalized Indexing Management, LLC 0.01% Add +23.2% 46,857 $633K
Act Capital Management, LLC 0.48% Reduce -26.6% 45,000 $608K
Pinnacle Holdings, LLC 0.22% Add +0.1% 44,960 $607K
Jones Financial Companies LLLP 0.00% Add +340.4% 44,291 $607K
Western Wealth Management, LLC 0.02% Add +32.2% 44,355 $599K
Cerity Partners LLC 0.00% Reduce -3.3% 43,875 $592K
Caitong International Asset Management Co., Ltd 0.11% Add +4673.6% 43,535 $588K
Tower Research Capital LLC (TRC) 0.02% Add +1003.6% 43,107 $582K
Caprock Group, LLC 0.01% Reduce -24.9% 42,389 $572K
CoreCommodity Management, LLC 0.10% Reduce -22.6% 41,468 $560K
Northside Capital Management, LLC 0.05% Reduce -43.8% 40,333 $544K
ProShare Advisors LLC 0.00% Reduce -13.1% 39,917 $539K
Royal Bank of Canada 0.00% Reduce -28.5% 39,759 $537K
Pictet Asset Management Holding SA 0.00% Add +4.5% 38,292 $517K
Westwood Holdings Group Inc. 0.00% No change 37,593 $508K
State Board of Administration of Florida Retirement System 0.00% No change 37,156 $502K
OneDigital Investment Advisors LLC 0.00% Add +0.5% 36,519 $493K
Two Sigma Securities, LLC 0.06% Add +109.3% 36,194 $489K
Maryland State Retirement & Pension System 0.01% Add +0.7% 35,428 $478K
Mirabella Financial Services LLP 0.05% Reduce -26.1% 33,950 $458K
Montgomery Investment Management Inc. 0.15% Add +17.5% 33,596 $454K
Axq Capital, LP 0.06% New 32,965 $445K
Guggenheim Capital LLC 0.00% Reduce -44.7% 31,958 $431K
Kestra Advisory Services, LLC 0.00% Add +0.3% 31,462 $425K
Bank of Montreal 0.00% Add +7.3% 31,434 $424K
Cwm, LLC 0.00% Reduce -33.6% 30,476 $411K
Summit Global Investments 0.02% Reduce -59.8% 29,536 $399K
Magnolia Capital Advisors LLC 0.08% Reduce -18.5% 29,289 $395K
Daytona Street Capital LLC 0.30% No change 30,000 $383K
PNC Financial Services Group, Inc. 0.00% Reduce -9.6% 28,333 $382K
Mutual of America Capital Management LLC 0.00% Add +0.6% 27,809 $375K
Riverstone Holdings LLC 1.05% No change 27,702 $374K
AlphaGrep UK Ltd 0.11% New 27,640 $373K
MidFirst Bank 0.03% No change 27,639 $373K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -24.8% 27,623 $371K
Graham Capital Management, L.P. 0.02% New 25,968 $351K
Schonfeld Strategic Advisors LLC 0.00% Reduce -80.5% 25,958 $350K
Centiva Capital, LP 0.02% New 25,627 $346K
GTS Securities LLC 0.01% Add +102.1% 24,857 $336K
State of Wisconsin Investment Board 0.00% Reduce -38.9% 24,124 $326K
Corient Private Wealth LP 0.00% Reduce -16.5% 23,984 $322K
Sequoia Financial Advisors, LLC 0.00% Add +67.7% 23,403 $316K
Xponance LLC 0.00% Add +27.4% 23,347 $315K
CIBC Asset Management Inc 0.00% Reduce -2.2% 22,607 $305K
DekaBank Deutsche Girozentrale 0.00% No change 21,282 $298K
Natixis Advisors, LLC 0.00% New 22,108 $298K
Inscription Capital, LLC 0.03% Add +33.4% 22,039 $298K
Mercer Global Advisors Inc. 0.00% Reduce -17.8% 21,464 $290K
Ameritas Investment Partners, Inc. 0.01% Add +3.9% 21,075 $285K
Franklin Resources Inc. 0.00% Reduce -68.3% 20,052 $271K
Brevan Howard Capital Management LP 0.00% Reduce -80.0% 19,724 $266K
Chicago Partners Investment Group LLC 0.01% New 20,898 $264K
Pathstone Holdings, LLC 0.00% Reduce -16.7% 19,504 $263K
Bleakley Financial Group, LLC 0.00% New 19,213 $259K
Signaturefd, LLC 0.00% Reduce -4.4% 18,828 $254K
GAMMA Investing LLC 0.01% Add +10.1% 18,521 $250K
Savant Capital, LLC 0.00% Reduce -6.4% 18,425 $249K
Fieldview Capital Management, LLC 0.07% New 17,826 $241K
Harbor Capital Advisors, Inc. 0.02% Reduce -12.8% 17,541 $237K
Marshall Wace, LLP 0.00% New 16,390 $221K
Amundi 0.00% New 16,195 $219K
EntryPoint Capital, LLC 0.06% Add +12.8% 15,870 $214K
Virtu Financial LLC 0.01% New 15,472 $209K
Segment Wealth Management, LLC 0.01% No change 15,255 $206K
Brooklyn Investment Group 0.01% Add +9.2% 14,260 $193K
Aigen Investment Management, LP 0.05% Add +11.5% 14,172 $191K
Stoneridge Investment Partners LLC 0.14% Reduce -0.5% 14,095 $190K
nVerses Capital, LLC 0.17% New 13,895 $188K
Profund Advisors LLC 0.01% Reduce -53.8% 13,625 $184K
Swiss Life Asset Management Ltd 0.00% Add +18.8% 13,615 $184K
Sage Rhino Capital LLC 0.03% Reduce -12.4% 13,595 $184K
DNB Asset Management AS 0.00% New 13,432 $181K
Equitable Trust Co. 0.01% No change 13,366 $180K
CIBC Bancorp USA Inc. 0.00% — 13,114 $177K
Meeder Asset Management Inc. 0.01% No change 12,875 $174K
9823 Capital, L.P. 0.13% New 12,804 $173K
HighTower Advisors, LLC 0.00% Reduce -10.9% 12,689 $171K
Integrated Wealth Concepts LLC 0.00% New 12,270 $166K
Nomura Holdings Inc. 0.00% New 12,217 $165K
Holocene Advisors, LP 0.00% Reduce -64.1% 12,214 $165K
Redstone Wealth Management, LLC 0.13% New 12,145 $164K
Public Employees Retirement System of Ohio 0.00% Add +4.5% 11,408 $154K
Stifel Financial Corp. 0.00% Reduce -75.1% 11,305 $153K
Sprott Inc. 0.00% No change 11,250 $152K
iSAM Funds (UK) Ltd 0.07% New 11,197 $151K
Wolverine Asset Management LLC 0.01% Reduce -89.2% 11,107 $150K
Man Group plc 0.00% New 11,041 $149K
Wellington Management Group LLP 0.00% No change 10,845 $146K
KBC Group NV 0.00% No change 10,359 $140K
Innealta Capital, LLC 0.09% No change 10,296 $139K
Semanteon Capital Management, LP 1.86% New 10,256 $138K
Independent Financial Group, LLC 0.00% New 10,200 $138K
Cura Wealth Advisors, LLC 0.06% Reduce -6.5% 10,142 $137K
Quadrant Capital Group LLC 0.00% Reduce -12.2% 9,799 $132K
Legacy Wealth Managment, LLC 0.06% Reduce -37.5% 9,444 $127K
Sterling Capital Management LLC 0.00% Reduce -37.0% 8,568 $116K
Hantz Financial Services, Inc. 0.00% Reduce -31.6% 7,582 $102K
NFSG Corp 0.01% Add +188.0% 6,364 $86K
Vise Technologies, Inc. 0.00% No change 10,190 $85K
Osaic Holdings, Inc. 0.00% Reduce -35.5% 5,677 $77K
Covestor Ltd 0.05% Add +7920.3% 5,534 $75K
Allworth Financial LP 0.00% Add +9.4% 5,157 $70K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -7.0% 5,091 $69K
Versant Capital Management, Inc 0.01% Add +61.1% 4,626 $62K
Advisory Services Network, LLC 0.00% New 4,397 $59K
Nomura Asset Management Co. Ltd. 0.00% No change 3,986 $54K
Nisa Investment Advisors, LLC 0.00% Reduce -1.4% 3,588 $48K
US Bancorp \de 0.00% Add +3.6% 3,496 $47K
Steward Partners Investment Advisory, LLC 0.00% New 3,492 $47K
Arax Advisory Partners 0.00% Add +4.3% 2,713 $36K
SBI Securities Co., Ltd. 0.00% Add +151.3% 2,583 $35K
Salomon & Ludwin, LLC 0.00% Add +30.3% 2,591 $35K
STRS Ohio 0.00% New 2,400 $32K
Founders Capital Management 0.01% No change 2,000 $27K
MAI Capital Management 0.00% Add +13.1% 1,930 $26K
Hussman Strategic Advisors, Inc. 0.01% No change 1,906 $26K
Bessemer Group Inc. 0.00% Add +58.0% 1,863 $25K
Kemnay Advisory Services Inc. 0.00% New 1,841 $25K
Parallel Advisors, LLC 0.00% Reduce -17.5% 1,762 $24K
Harbour Investments, Inc. 0.00% Add +8157.1% 1,734 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -18.4% 1,695 $23K
UMB Bank, n.a. 0.00% Reduce -24.9% 1,593 $22K
True Wealth Design, LLC 0.01% Reduce -2.8% 1,503 $20K
Farther Finance Advisors, LLC 0.00% Reduce -12.6% 1,539 $20K
Assetmark, Inc. 0.00% No change 1,334 $18K
EverSource Wealth Advisors, LLC 0.00% Add +9.3% 1,232 $17K
Physician Wealth Advisors, Inc. 0.00% No change 1,088 $15K
Los Angeles Capital Management LLC 0.00% Add +18.0% 1,062 $14K
Parkside Financial Bank & Trust 0.00% Add +27.5% 984 $13K
Ascentis Independent Advisors 0.00% New 973 $13K
Kilter Group LLC 0.01% Add +339.0% 935 $13K
Valued Wealth Advisors LLC 0.01% New 930 $13K
Sound Income Strategies, LLC 0.00% Add +0.9% 817 $10K
Huntington National Bank 0.00% Reduce -16.9% 732 $10K
Prestige Wealth Management Group LLC 0.00% Reduce -11.9% 684 $9K
First Horizon Corp. 0.00% Reduce -21.3% 633 $9K
Smartleaf Asset Management LLC 0.00% Reduce -53.9% 622 $8K
Cornerstone Financial Management LLC 0.01% No change 602 $8K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -35.6% 544 $7K
Essential Partners LLC 0.00% Reduce -81.6% 532 $7K
Atlantic Union Bankshares Corp 0.00% Add +1.0% 525 $7K
Private Wealth Asset Management, LLC 0.00% No change 476 $6K
Rothschild Investment LLC 0.00% Add +19.0% 463 $6K
Private Wealth Management Group, LLC 0.00% No change 415 $6K
IFP Advisors, Inc 0.00% Reduce -20.5% 400 $5K
Rockefeller Capital Management L.P. 0.00% Add +155.6% 386 $5K
LRI Investments, LLC 0.00% Add +19.8% 381 $5K
Avion Wealth 0.00% No change 396 $5K
CoreCap Advisors, LLC 0.00% Reduce -40.8% 290 $4K
Keating Financial Advisory Services, Inc. 0.00% Add +592.7% 284 $4K
Bare Financial Services, Inc 0.00% Reduce -33.2% 280 $4K
Larson Financial Group LLC 0.00% Reduce -80.8% 252 $3K
Fortitude Family Office, LLC 0.00% Add +29.3% 243 $3K
Root Financial Partners, LLC 0.00% Add +13.6% 234 $3K
Blue Trust, Inc. 0.00% No change 215 $3K
Vermillion Wealth Management, Inc. 0.00% Add +1.0% 202 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 170 $2K
National Bank of Canada 0.00% New 159 $2K
Corsicana & Co. 0.00% No change 180 $2K
Cedar Mountain Advisors, LLC 0.00% No change 143 $2K
CVA Family Office, LLC 0.00% New 135 $2K
Bokf, NA 0.00% New 126 $2K
Summit Securities Group LLC 0.00% New 124 $2K
Farmers & Merchants Investments Inc. 0.00% No change 124 $2K
Owl Creek Wealth Partners LLC 0.00% — 114 $2K
Picton Mahoney Asset Management 0.00% No change 108 $1K
Quarry LP 0.00% Reduce -93.5% 97 $1K
Bell Investment Advisors, Inc 0.00% No change 64 $864
Basecamp Wealth Advisors LLC 0.00% Reduce -77.8% 51 $689
Federation des caisses Desjardins du Quebec 0.00% No change 50 $675
JFS Wealth Advisors, LLC 0.00% Reduce -31.8% 43 $581
Gilpin Wealth Management, LLC 0.00% Add +300.0% 32 $432
Northwestern Mutual Wealth Management Co. 0.00% New 26 $351
Ankerstar Wealth, LLC 0.00% New 20 $270
Financial Consulate, Inc. 0.00% Reduce -77.8% 20 $270
Transamerica Financial Advisors, LLC 0.00% No change 17 $229
SJS Investment Consulting Inc. 0.00% Reduce -26.7% 11 $149
Strategic Wealth Partners, Ltd. 0.00% New 10 $135
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 10 $135
DiNuzzo Private Wealth, Inc. 0.00% No change 9 $122
Community Financial Services Group, LLC 0.00% New 8 $102
Curio Wealth, LLC 0.00% New 7 $95
Rialto Wealth Management, LLC 0.00% No change 4 $54
HFM Investment Advisors, LLC 0.00% No change 4 $54
Dunhill Financial, LLC 0.00% Reduce -25.0% 3 $49
Hughes Financial Services, LLC 0.00% Reduce -97.5% 3 $41
Raffa Wealth Management, LLC 0.00% New 1 $14
Contravisory Investment Management, Inc. 0.00% No change 1 $9
Capital Advisors, Ltd. LLC 0.00% No change 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.