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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on CRGY is one-sided between 2025-Q4 and 2026-Q1: 155 added or opened and 33 trimmed or exited — on balance accumulating.
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, Liberty Mutual Group Asset Management Inc., sizes it at 39.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 39.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 356 tracked filers holding CRGY, 190 increased or opened the position and 176 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2025-Q4 and 2026-Q1 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 27
- VANGUARD PORTFOLIO MANAGEMENT LLC$219M
- VANGUARD CAPITAL MANAGEMENT LLC$153M
- Miller Value Partners, LLC$27M
- VANGUARD FIDUCIARY TRUST CO$22M
- Linden Advisors LP$18M
- Alyeska Investment Group, L.P.$17M
Full exits 19
- VANGUARD GROUP INC$212M
- Freestone Grove Partners LP$21M
- Pacer Advisors, Inc.$14M
- Woodline Partners LP$7M
- Jump Financial, LLC$4M
- Webs Creek Capital Management LP$3M
Largest adds
- Liberty Mutual Group Asset Management Inc.$188M
- Kohlberg Kravis Roberts & Co. L.P.$162M
- STATE STREET CORP$110M
- Invesco Ltd.$94M
- GOLDMAN SACHS GROUP INC$83M
- DIMENSIONAL FUND ADVISORS LP$70M
Largest trims
- CITADEL ADVISORS LLC$13M
- BALYASNY ASSET MANAGEMENT L.P.$12M
- HITE Hedge Asset Management LLC$11M
- MORGAN STANLEY$5M
- MILLENNIUM MANAGEMENT LLC$5M
- Bank of New York Mellon Corp$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Liberty Mutual Group Asset Management Inc. | 36,854,746 | $498M | 12.2% | 2026-Q1 |
| Kohlberg Kravis Roberts & Co. L.P. added | 28,655,357 | $387M | 9.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 26,541,501 | $358M | 8.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 17,286,447 | $233M | 5.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,227,242 | $219M | 5.4% | 2026-Q1 |
| STATE STREET CORP added | 16,085,370 | $217M | 5.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 13,171,033 | $178M | 4.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 11,322,415 | $153M | 3.7% | 2026-Q1 |
| Invesco Ltd. added | 8,381,669 | $113M | 2.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 8,310,276 | $112M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,098,646 | $82M | 2.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,447,685 | $74M | 1.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 4,265,471 | $58M | 1.4% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 4,254,407 | $57M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 3,341,779 | $45M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,123,574 | $42M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,056,820 | $41M | 1.0% | 2026-Q1 |
| PICKERING ENERGY PARTNERS LP added | 2,990,321 | $40M | 1.0% | 2026-Q1 |
| UBS Group AG added | 2,757,223 | $37M | 0.9% | 2026-Q1 |
| Portolan Capital Management, LLC added | 2,601,142 | $35M | 0.9% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 2,565,285 | $35M | 0.8% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 2,720,033 | $33M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,339,292 | $32M | 0.8% | 2026-Q1 |
| Miller Value Partners, LLC new | 2,003,132 | $27M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,787,923 | $24M | 0.6% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,694,249 | $23M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 1,665,818 | $22M | 0.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,648,206 | $22M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,596,245 | $22M | 0.5% | 2026-Q1 |
| Kore Advisors LP added | 1,586,456 | $21M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,542,176 | $21M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,382,142 | $19M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 1,347,574 | $18M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 1,341,270 | $18M | 0.4% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 1,340,375 | $18M | 0.4% | 2026-Q1 |
| Linden Advisors LP new | 1,326,700 | $18M | 0.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,295,062 | $17M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,286,414 | $17M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,181,635 | $16M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,180,702 | $16M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,170,657 | $16M | 0.4% | 2026-Q1 |
| FMR LLC added | 1,169,892 | $16M | 0.4% | 2026-Q1 |
| Pingora Partners LLC trimmed | 1,116,649 | $15M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC added | 1,089,575 | $15M | 0.4% | 2026-Q1 |
| SUSQUEHANNA ADVISORS GROUP, INC. new | 1,072,954 | $14M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 915,168 | $12M | 0.3% | 2026-Q1 |
| HITE Hedge Asset Management LLC trimmed | 875,200 | $12M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 869,348 | $12M | 0.3% | 2026-Q1 |
| Aventail Capital Group, LP trimmed | 764,526 | $10M | 0.3% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC new | 700,427 | $9M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 699,258 | $9M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 677,472 | $9M | 0.2% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 655,625 | $9M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 650,152 | $9M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 648,068 | $9M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 599,097 | $8M | 0.2% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 576,317 | $8M | 0.2% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC new | 541,334 | $7M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd new | 522,686 | $7M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 508,777 | $7M | 0.2% | 2026-Q1 |
| CastleKnight Management LP added | 500,640 | $7M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 499,274 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 497,308 | $7M | 0.2% | 2026-Q1 |
| VALUEWORKS LLC | 490,083 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank | 485,692 | $7M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 388,477 | $5M | 0.1% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 381,990 | $5M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 375,955 | $5M | 0.1% | 2026-Q1 |
| Lloyd Harbor Capital Management, LLC new | 355,000 | $5M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 332,404 | $4M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 331,433 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 289,558 | $4M | 0.1% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC | 285,955 | $4M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 272,164 | $4M | 0.1% | 2026-Q1 |
| Freestone Capital Holdings, LLC added | 251,877 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 250,885 | $3M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 248,266 | $3M | 0.1% | 2026-Q1 |
| McAlvany Wealth Management LLC added | 231,105 | $3M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 231,253 | $3M | 0.1% | 2026-Q1 |
| VAN DEN BERG MANAGEMENT I, INC added | 227,213 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 25,318,820 | $212M | 5.2% | 2025-Q4 stale |
| Freestone Grove Partners LP added | 2,523,223 | $21M | 0.5% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 1,719,755 | $14M | 0.4% | 2025-Q4 stale |
| Covalis Capital LLP trimmed | 1,057,693 | $12M | 0.3% | 2025-Q1 stale |
| FEDERATED HERMES, INC. added | 932,863 | $10M | 0.3% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 803,819 | $9M | 0.2% | 2025-Q1 stale |
| SIR Capital Management, L.P. added | 992,632 | $9M | 0.2% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 892,316 | $8M | 0.2% | 2025-Q3 stale |
| Woodline Partners LP trimmed | 820,228 | $7M | 0.2% | 2025-Q4 stale |
| Thomist Capital Management, LP added | 579,150 | $6M | 0.2% | 2025-Q1 stale |
| Clearbridge Investments, LLC trimmed | 566,771 | $6M | 0.2% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP new | 560,475 | $6M | 0.2% | 2025-Q1 stale |
| RIPOSTE CAPITAL LLC trimmed | 700,000 | $6M | 0.1% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 612,384 | $5M | 0.1% | 2025-Q2 stale |
| Jain Global LLC added | 358,311 | $4M | 0.1% | 2025-Q1 stale |
| Jump Financial, LLC trimmed | 463,604 | $4M | 0.1% | 2025-Q4 stale |
| JUPITER ASSET MANAGEMENT LTD trimmed | 310,068 | $3M | 0.1% | 2025-Q1 stale |
| Webs Creek Capital Management LP added | 415,348 | $3M | 0.1% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 380,564 | $3M | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 368,051 | $3M | 0.1% | 2025-Q3 stale |
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.