Crescent Energy Co (CRGY) — Institutional Holders, Q2 2026 (page 4)
363 institutional investment managers reported a CRGY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 363. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CRGY 13F holders ranked 301–363 of 363
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HUNTINGTON NATIONAL BANK#301 · 732 sh | 732 | $7.2K | 0.00% | 0.0% |
| 302 | Prestige Wealth Management Group#302 · 684 sh | 684 | $6.7K | <0.01% | 0.0% |
| 303 | Smartleaf Asset Management#303 · 622 sh | 622 | $6.2K | <0.01% | 0.0% |
| 304 | Global Retirement Partners#304 · 602 sh | 602 | $5.9K | <0.01% | — |
| 305 | Cornerstone Financial Management#305 · 602 sh | 602 | $5.9K | <0.01% | 0.0% |
| 306 | FIRST HORIZON NATIONAL#306 · 552 sh | 552 | $5.4K | — | -12.8% |
| 307 | Essential Partners#307 · 532 sh | 532 | $5.2K | — | 0.0% |
| 308 | Union Bankshares#308 · 530 sh | 530 | $5.2K | <0.01% | +1.0% |
| 309 | Private Wealth Management Group#309 · 526 sh | 526 | $5.2K | — | +26.7% |
| 310 | ROTHSCHILD INVESTMENT#310 · 492 sh | 492 | $4.8K | <0.01% | +6.3% |
| 311 | Private Wealth Asset Management#311 · 476 sh | 476 | $4.7K | <0.01% | 0.0% |
| 312 | Valued Wealth Advisors#312 · 394 sh | 394 | $3.9K | <0.01% | -57.6% |
| 313 | Larson Financial Group#313 · 383 sh | 383 | $3.8K | <0.01% | +52.0% |
| 314 | Bayforest Capital Ltd#314 · 368 sh | 368 | $3.6K | <0.01% | New |
| 315 | CoreCap Advisors#315 · 345 sh | 345 | $3.4K | — | +19.0% |
| 316 | ACTION POINT FINANCIAL PLANNING#316 · 318 sh | 318 | $3.1K | <0.01% | New |
| 317 | Nemes Rush Group#317 · 309 sh | 309 | $3.0K | <0.01% | New |
| 318 | Avion Wealth#318 · 396 sh | 396 | $3.0K | <0.01% | 0.0% |
| 319 | Keating Financial Advisory Services#319 · 280 sh | 280 | $2.8K | <0.01% | -1.4% |
| 320 | Fortitude Family Office#320 · 262 sh | 262 | $2.6K | — | +7.8% |
| 321 | Newbridge Financial Services Group#321 · 260 sh | 260 | $2.6K | — | -95.9% |
| 322 | Rockefeller Capital Management L.P.#322 · 218 sh | 218 | $2.1K | 0.00% | -43.5% |
| 323 | Ronald Blue#323 · 215 sh | 215 | $2.1K | — | 0.0% |
| 324 | Bogart Wealth#324 · 198 sh | 198 | $1.9K | <0.01% | New |
| 325 | Basecamp Wealth Advisors#325 · 187 sh | 187 | $1.8K | <0.01% | +266.7% |
| 326 | Corsicana#326 · 180 sh | 180 | $1.8K | <0.01% | 0.0% |
| 327 | JFS WEALTH ADVISORS#327 · 143 sh | 143 | $1.4K | <0.01% | +232.6% |
| 328 | Cedar Mountain Advisors#328 · 143 sh | 143 | $1.4K | — | 0.0% |
| 329 | FARMERS & MERCHANTS INVESTMENTS#329 · 124 sh | 124 | $1.2K | — | 0.0% |
| 330 | Owl Creek Wealth Partners#330 · 114 sh | 114 | $1.1K | — | 0.0% |
| 331 | Quarry#331 · 108 sh | 108 | $1.1K | <0.01% | +11.3% |
| 332 | CVA Family Office#332 · 98 sh | 98 | $962.00 | <0.01% | -27.4% |
| 333 | Rialto Wealth Management#333 · 92 sh | 92 | $904.00 | <0.01% | +2200.0% |
| 334 | Bell Investment Advisors#334 · 64 sh | 64 | $629.00 | <0.01% | 0.0% |
| 335 | Creative Capital Management Investments#335 · 62 sh | 62 | $609.00 | <0.01% | New |
| 336 | Silver Grove Financial Group#336 · 57 sh | 57 | $560.00 | <0.01% | New |
| 337 | SWAN Capital#337 · 50 sh | 50 | $496.00 | <0.01% | New |
| 338 | Federation des caisses Desjardins du Quebec#338 · 50 sh | 50 | $491.00 | 0.00% | 0.0% |
| 339 | Plante Moran Financial Advisors#339 · 43 sh | 43 | $422.00 | 0.00% | New |
| 340 | GILPIN WEALTH MANAGEMENT#340 · 37 sh | 37 | $364.00 | — | +15.6% |
| 341 | Clearstead Advisors#341 · 37 sh | 37 | $364.00 | 0.00% | New |
| 342 | FINANCIAL CONSULATE#342 · 20 sh | 20 | $197.00 | — | 0.0% |
| 343 | HFM Investment Advisors#343 · 20 sh | 20 | $197.00 | <0.01% | +400.0% |
| 344 | Ankerstar Wealth#344 · 20 sh | 20 | $196.00 | <0.01% | 0.0% |
| 345 | Transamerica Financial Advisors#345 · 17 sh | 17 | $166.00 | 0.00% | 0.0% |
| 346 | Stone House Investment Management#346 · 14 sh | 14 | $137.00 | — | New |
| 347 | Bay Harbor Wealth Management#347 · 14 sh | 14 | $137.00 | 0.00% | +40.0% |
| 348 | Davis Capital Management#348 · 13 sh | 13 | $128.00 | — | New |
| 349 | DiNuzzo Private Wealth#349 · 13 sh | 13 | $128.00 | — | +44.4% |
| 350 | Strategic Wealth Partners, Ltd.#350 · 10 sh | 10 | $100.00 | 0.00% | 0.0% |
| 351 | LRI Investments#351 · 10 sh | 10 | $98.00 | 0.00% | -97.4% |
| 352 | Community Financial Services Group#352 · 8 sh | 8 | $76.00 | — | 0.0% |
| 353 | DecisionPoint Financial#353 · 6 sh | 6 | $57.00 | 0.00% | New |
| 354 | Dunhill Financial#354 · 3 sh | 3 | $35.00 | 0.00% | 0.0% |
| 355 | Hughes Financial Services#355 · 3 sh | 3 | $29.00 | 0.00% | 0.0% |
| 356 | MARYLAND CAPITAL ADVISORS#356 · 2 sh | 2 | $20.00 | — | — |
| 357 | RAFFA WEALTH MANAGEMENT#357 · 1 sh | 1 | $10.00 | 0.00% | 0.0% |
| 358 | SJS Investment Consulting#358 · 1 sh | 1 | $10.00 | — | -90.9% |
| 359 | CONTRAVISORY INVESTMENT MANAGEMENT#359 · 1 sh | 1 | $7.00 | — | 0.0% |
| 360 | Capital Advisors, Ltd.#360 · 28 sh | 28 | $0.00 | 0.00% | 0.0% |
| 361 | Evolution Advisers#361 · 18 sh | 18 | $0.00 | 0.00% | New |
| 362 | Navigoe#362 · 2 sh | 2 | $0.00 | 0.00% | New |
| 363 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#363 · 284,172 sh | 284,172 | — | — | -1.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.