Crescent Energy Co (CRGY) Ownership

10.97 ↑0.18 (1.67%)

As of April 19, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Crescent Energy Co (CRGY), owning a total of 8.2 million shares. Combined, the top 43 institutional holders of CRGY own 64.40% of the company with a total of 57.6 million shares.

In the latest ownership report on December 31st 2023, the top 43 institutional holders increased their combined ownership of CRGY by 11.5 million shares. 17 institutions bought 11,571,879 total additional shares and increased their ownership by an average of 1,381.30%. However 1 institutions sold 45,094 total shares and decreased their ownership by an average of 6.2%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Crescent Energy Co increased by a net total of 11,526,785 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.920%	6.939%	8,171,426	530,199	2023-12-31
Teacher Retirement System Of Texas	8.765%	0.433%	8,029,515	34,631	2023-12-31
BlackRock Inc	6.603%	84.057%	6,049,064	2,762,547	2023-12-31
Manufacturers Life Insurance Co	3.994%	22,968.600%	3,658,443	3,642,584	2023-12-31
State Street Corporation	2.708%	66.937%	2,480,430	994,585	2023-12-31
Aventail Capital Group, LP	2.398%	4.769%	2,196,847	100,000	2023-12-31
Geode Capital Management, LLC	1.866%	45.576%	1,709,707	535,265	2023-12-31
Hotchkis & Wiley Capital Management LLC	1.821%	21.211%	1,668,560	291,990	2023-12-31
Pingora Partners LLC	1.451%	0.000%	1,328,835	1,328,835	2023-12-31
King Luther Capital Management Corp	1.265%	0.000%	1,159,100	0	2023-12-31
Northwestern University	1.191%	0.000%	1,090,901	0	2023-12-31
Bridgeway Capital Management, LLC	1.065%	4.963%	975,779	46,141	2023-12-31
American Century Companies Inc	1.063%	102.613%	973,945	493,253	2023-12-31
Deutsche Bank AG	0.865%	2.062%	792,528	16,012	2023-12-31
Northern Trust Corp	0.782%	66.363%	716,258	285,718	2023-12-31
Bank of New York Mellon Corp	0.753%	43.054%	689,615	207,550	2023-12-31
Victory Capital Management Inc.	0.744%	-6.202%	681,951	-45,094	2023-12-31
Charles Schwab Investment Management Inc	0.701%	36.429%	642,578	171,579	2023-12-31
Kohlberg Kravis Roberts & Co LP	0.625%	0.000%	572,354	0	2023-12-31
First Trust Advisors L.P.	0.604%	18.115%	553,244	84,849	2023-12-31
Empowered Funds, LLC	0.557%	9.934%	510,624	46,141	2023-12-31
Adage Capital Partners Gp LLC	0.546%	0.000%	500,000	0	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.920%	6.939%	8,171,426	530,199	2023-12-31
Teacher Retirement System Of Texas	8.765%	0.433%	8,029,515	34,631	2023-12-31
BlackRock Inc	6.603%	84.057%	6,049,064	2,762,547	2023-12-31
Goff John C	5.114%	0.000%	4,684,598	0	2023-09-30
Manufacturers Life Insurance Co	3.994%	22,968.600%	3,658,443	3,642,584	2023-12-31
State Street Corporation	2.708%	66.937%	2,480,430	994,585	2023-12-31
Aventail Capital Group, LP	2.398%	4.769%	2,196,847	100,000	2023-12-31
Citadel Advisors Llc	1.911%	3,712.910%	1,751,002	1,705,079	2023-09-30
Geode Capital Management, LLC	1.866%	45.576%	1,709,707	535,265	2023-12-31
Hotchkis & Wiley Capital Management LLC	1.821%	21.211%	1,668,560	291,990	2023-12-31
Pingora Partners LLC	1.451%	0.000%	1,328,835	1,328,835	2023-12-31
King Luther Capital Management Corp	1.265%	0.000%	1,159,100	0	2023-12-31
Northwestern University	1.191%	0.000%	1,090,901	0	2023-12-31
Marshall Wace Asset Management Ltd	1.151%	211.220%	1,054,549	715,705	2023-09-30
Zimmer Partners LP	1.103%	0.000%	1,010,000	1,010,000	2023-09-30
Bridgeway Capital Management, LLC	1.065%	4.963%	975,779	46,141	2023-12-31
American Century Companies Inc	1.063%	102.613%	973,945	493,253	2023-12-31
Deutsche Bank AG	0.865%	2.062%	792,528	16,012	2023-12-31
Northern Trust Corp	0.782%	66.363%	716,258	285,718	2023-12-31
Bank of New York Mellon Corp	0.753%	43.054%	689,615	207,550	2023-12-31
Victory Capital Management Inc.	0.744%	-6.202%	681,951	-45,094	2023-12-31
Charles Schwab Investment Management Inc	0.701%	36.429%	642,578	171,579	2023-12-31
Kohlberg Kravis Roberts & Co LP	0.625%	0.000%	572,354	0	2023-12-31
First Trust Advisors L.P.	0.604%	18.115%	553,244	84,849	2023-12-31
Empowered Funds, LLC	0.557%	9.934%	510,624	46,141	2023-12-31
Adage Capital Partners Gp LLC	0.546%	0.000%	500,000	0	2023-12-31
Ameriprise Financial Inc	0.484%	189.406%	428,813	280,643	2023-06-30
CapTrust Financial Advisors	0.442%	1.319%	391,821	5,102	2023-06-30
Auto-Owners Insurance Co	0.379%	0.000%	336,111	336,111	2023-09-30
Millennium Management LLC	0.343%	-54.879%	260,374	-316,680	2023-03-31
Brookfield Corp	0.528%	0.000%	254,918	254,918	2022-09-30
Scion Asset Management, LLC	0.275%	0.000%	243,963	243,963	2023-06-30
Pointe Capital Management LLC	0.320%	-37.283%	243,243	-144,600	2023-03-31
Morgan Stanley - Brokerage Accounts	0.269%	4.305%	238,487	9,844	2023-06-30
Schonfeld Strategic Advisors LLC	0.443%	516.080%	214,100	179,348	2022-09-30
D. E. Shaw & Co LP	0.432%	103.513%	208,361	105,979	2022-09-30
GW&K Investment Management, LLC	0.222%	0.000%	196,280	196,280	2023-06-30
Nuveen Asset Management, LLC	0.249%	-53.253%	189,070	-215,380	2023-06-30
Monashee Investment Management LLC	0.362%	40.000%	175,000	50,000	2022-12-31
Sunbelt Securities	0.219%	15.473%	166,127	22,261	2023-06-30
RR Advisors, LLC	0.325%	-16.043%	157,000	-30,000	2022-09-30
Cetera Advisor Networks LLC	0.291%	-0.711%	140,651	-1,007	2022-06-30
Creative Planning Inc	0.247%	-0.007%	119,474	-8	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Crescent Energy Co (CRGY), owning a total of 2.5 million shares. Combined, the top 40 mutual fund holders of CRGY own 26.46% of the company with a total of 23.1 million shares.

In the latest ownership report on February 29th 2024, the top 40 fund holders increased their combined ownership of CRGY by 34 thousand shares. 6 funds bought 49,202 total additional shares and increased their ownership by an average of 1.38%. However 3 funds sold 14,883 total shares and decreased their ownership by an average of 0.41%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Crescent Energy Co increased by a net total of 34,319 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.726%	0.000%	2,497,486	0	2024-02-29
Vanguard Small Cap Index	2.244%	0.929%	2,055,339	18,914	2024-02-29
iShares Russell 2000 ETF	2.080%	-0.016%	1,905,756	-311	2024-02-29
Vanguard Small Cap Value Index Inv	1.533%	0.402%	1,404,242	5,626	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.380%	-0.631%	1,264,025	-8,029	2024-02-29
Avantis US Small Cap Value ETF	1.239%	0.042%	1,135,308	476	2024-02-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF	1.190%	-0.596%	1,090,495	-6,543	2024-02-29
EA Bridgeway Omni Small-Cap Value ETF	0.821%	0.222%	751,955	1,665	2024-02-29
Vanguard Energy ETF	0.451%	1.652%	413,533	6,721	2024-02-29
Schwab US Small-Cap ETF™	0.422%	0.000%	386,303	0	2024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.358%	5.059%	328,095	15,800	2024-02-29
WisdomTree US SmallCap Dividend ETF	0.340%	0.000%	311,018	0	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.726%	0.000%	2,497,486	0	2024-02-29
Vanguard Small Cap Index	2.244%	0.929%	2,055,339	18,914	2024-02-29
iShares Russell 2000 ETF	2.080%	-0.016%	1,905,756	-311	2024-02-29
Vanguard Small Cap Value Index Inv	1.533%	0.402%	1,404,242	5,626	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.380%	-0.631%	1,264,025	-8,029	2024-02-29
Avantis US Small Cap Value ETF	1.239%	0.042%	1,135,308	476	2024-02-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF	1.190%	-0.596%	1,090,495	-6,543	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	1.224%	0.000%	1,084,502	0	2023-03-31
Fidelity Small Cap Index	0.843%	102.351%	771,947	390,458	2023-12-31
EA Bridgeway Omni Small-Cap Value ETF	0.821%	0.222%	751,955	1,665	2024-02-29
DWS Small Cap Core S	0.711%	0.000%	651,000	0	2024-01-31
Vanguard Extended Market Index Investor	0.713%	-0.022%	541,426	-117	2023-08-31
Bridgeway Omni Small-Cap Value	0.508%	0.000%	465,155	0	2023-12-31
Bridgeway Omni Small-Cap Value N	0.508%	0.000%	465,155	0	2023-12-31
Fidelity Extended Market Index	0.504%	0.709%	461,612	3,249	2024-01-31
iShares Russell 2000 Value ETF	0.484%	0.127%	443,076	560	2024-02-01
Vanguard Energy ETF	0.451%	1.652%	413,533	6,721	2024-02-29
Fidelity® Extended Market Index	0.423%	0.000%	387,348	0	2023-11-30
Schwab US Small-Cap ETF™	0.422%	0.000%	386,303	0	2024-02-29
Fidelity® Small Cap Index	0.408%	2.933%	373,289	10,638	2023-10-31
Victory Market Neutral Income I	0.397%	-4.822%	363,226	-18,400	2023-12-31
American Beacon Small Cp Val R5	0.383%	0.000%	350,900	0	2024-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.358%	5.059%	328,095	15,800	2024-02-29
First Trust Natural Gas ETF	0.358%	0.000%	327,512	0	2023-12-28
Invesco Energy Exploration & Prod ETF	0.356%	0.000%	325,696	0	2023-12-31
iShares Russell 2000 Growth ETF	0.653%	-0.361%	315,793	-1,143	2023-06-21
WisdomTree US SmallCap Dividend ETF	0.340%	0.000%	311,018	0	2024-02-29
Avantis® U.S. Small Cap Value ETF	0.396%	0.000%	300,774	0	2023-07-29
Hotchkis & Wiley Sm Cp Divers Val I	0.268%	11.982%	245,800	26,300	2023-10-31
Principal SmallCap Value II Instl	0.230%	0.000%	203,868	0	2023-08-31
VictoryShares US SmCp Hi Div Vol Wtd ETF	0.225%	-0.735%	199,169	-1,475	2023-09-29
CREF Stock R1	0.258%	-35.132%	195,978	-106,140	2023-04-30
First Trust Dow Jones Sel MicroCap ETF	0.216%	0.000%	191,219	0	2023-10-31
AMG GW&K Small Cap Value N	0.234%	0.000%	177,350	0	2023-07-31
Hwabao WP S&P Oil&Gas E&P ODII-LOF RMB A	0.201%	59.432%	152,487	56,843	2022-12-31
Multi-Manager Small Cap Eq Strat A	0.305%	68.457%	147,400	59,900	2023-02-28
State St Russell Sm Cap® Indx NL Cl C	0.277%	0.000%	133,653	0	2023-02-28
DWS Small Cap Growth A	0.203%	0.000%	98,107	0	2022-11-30
NT R2000 Growth Index Fund - NL	0.200%	0.023%	96,473	22	2022-09-30
NT R2000 Index Fund - NL	0.192%	-0.072%	92,770	-67	2022-09-30