Who owns CRGY
Which tracked institutional funds hold CRGY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRGY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
48 tracked funds added or opened CRGY while 131 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CRGY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CRGY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CRGY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 336 tracked filers holding CRGY, 200 increased or opened the position and 164 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CRGY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- Assenagon Asset Management S.A.$19M
- Jump Financial, LLC$14M
- Qube Research & Technologies Ltd$13M
- Weiss Asset Management LP$12M
- Mizuho Markets Cayman LP$11M
- Horizon Investments, LLC$7M
Full exits 37
- Portolan Capital Management, LLC$35M
- Linden Advisors LP$18M
- SUSQUEHANNA ADVISORS GROUP, INC.$14M
- FRED ALGER MANAGEMENT, LLC$7M
- WINTON GROUP Ltd$7M
- CastleKnight Management LP$7M
Largest adds
- GOLDMAN SACHS GROUP INC$54M
- TWO SIGMA INVESTMENTS, LP$31M
- CITADEL ADVISORS LLC$30M
- BlackRock, Inc.$22M
- NOMURA HOLDINGS INC$18M
- JENNISON ASSOCIATES LLC$17M
Largest trims
- Liberty Mutual Group Asset Management Inc.$456M
- Kohlberg Kravis Roberts & Co. L.P.$105M
- AMERICAN CENTURY COMPANIES INC$57M
- STATE STREET CORP$55M
- VANGUARD PORTFOLIO MANAGEMENT LLC$50M
- VANGUARD CAPITAL MANAGEMENT LLC$35M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 38,716,409 | $380M | 13.5% | 2026-Q2 |
| Kohlberg Kravis Roberts & Co. L.P. | 28,655,357 | $281M | 10.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 17,958,226 | $176M | 6.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 17,244,762 | $169M | 6.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 16,912,550 | $166M | 5.9% | 2026-Q2 |
| STATE STREET CORP added | 16,551,114 | $163M | 5.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 16,311,619 | $160M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 11,999,515 | $118M | 4.2% | 2026-Q2 |
| Invesco Ltd. added | 8,778,114 | $86M | 3.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 7,589,933 | $75M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,499,983 | $64M | 2.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 5,623,753 | $55M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 5,114,028 | $50M | 1.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 4,459,464 | $44M | 1.6% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. trimmed | 4,254,746 | $42M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 3,434,358 | $34M | 1.2% | 2026-Q2 |
| PICKERING ENERGY PARTNERS LP added | 3,203,978 | $31M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,186,604 | $31M | 1.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 2,883,335 | $28M | 1.0% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 2,714,204 | $27M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,517,949 | $25M | 0.9% | 2026-Q2 |
| Miller Value Partners, LLC added | 2,092,679 | $21M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,039,694 | $20M | 0.7% | 2026-Q2 |
| Assenagon Asset Management S.A. new | 1,977,104 | $19M | 0.7% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 1,822,936 | $18M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,755,007 | $17M | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 1,751,409 | $17M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,706,322 | $17M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 1,703,694 | $17M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,661,266 | $16M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,650,517 | $16M | 0.6% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,643,220 | $16M | 0.6% | 2026-Q2 |
| Kore Advisors LP | 1,586,456 | $16M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,574,106 | $15M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 1,458,997 | $14M | 0.5% | 2026-Q2 |
| Jump Financial, LLC added | 1,454,878 | $14M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,381,172 | $14M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,367,617 | $13M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,241,820 | $12M | 0.4% | 2026-Q2 |
| Weiss Asset Management LP new | 1,226,064 | $12M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,215,413 | $12M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,181,452 | $12M | 0.4% | 2026-Q2 |
| Pingora Partners LLC added | 1,128,128 | $11M | 0.4% | 2026-Q2 |
| Mizuho Markets Cayman LP new | 1,104,672 | $11M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 974,091 | $10M | 0.3% | 2026-Q2 |
| FMR LLC trimmed | 916,418 | $9M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 913,097 | $9M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 884,377 | $9M | 0.3% | 2026-Q2 |
| Fisher Asset Management, LLC added | 881,118 | $9M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 839,574 | $8M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 838,028 | $8M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 655,802 | $6M | 0.2% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 645,193 | $6M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 643,089 | $6M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 628,571 | $6M | 0.2% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 619,287 | $6M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 616,208 | $6M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 562,416 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 527,676 | $5M | 0.2% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 523,060 | $5M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 517,023 | $5M | 0.2% | 2026-Q2 |
| Aventail Capital Group, LP trimmed | 510,946 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 498,398 | $5M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 494,999 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 493,492 | $5M | 0.2% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 490,256 | $5M | 0.2% | 2026-Q2 |
| VALUEWORKS LLC | 490,083 | $5M | 0.2% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 460,832 | $5M | 0.2% | 2026-Q2 |
| PDT Partners, LLC added | 455,126 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 404,566 | $4M | 0.1% | 2026-Q2 |
| Yaupon Capital Management LP trimmed | 400,211 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 389,923 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 375,548 | $4M | 0.1% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 344,940 | $3M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 342,600 | $3M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 340,044 | $3M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 336,903 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 332,675 | $3M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 326,490 | $3M | 0.1% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 319,770 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 319,678 | $4M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 312,632 | $3M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 306,321 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 299,002 | $3M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 291,104 | $3M | 0.1% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC | 285,955 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 284,172 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 270,114 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 265,250 | $3M | 0.1% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC | 250,000 | $2M | 0.1% | 2026-Q2 |
| Lombard Odier Asset Management (USA) Corp added | 235,098 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 233,540 | $2M | 0.1% | 2026-Q2 |
| McAlvany Wealth Management LLC added | 232,846 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 230,025 | $2M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 229,938 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 229,640 | $2M | 0.1% | 2026-Q2 |
| VAN DEN BERG MANAGEMENT I, INC added | 228,438 | $2M | 0.1% | 2026-Q2 |
| Jasper Ridge Partners, L.P. | 212,869 | $2M | 0.1% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. added | 208,065 | $2M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC new | 158,242 | $7M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.