Crescent Energy Co has 13 Schedule 13D or 13G filings on record since 2025-07-17. 6 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| PT Independence Energy Holdings LLC | 14.5% | 0 | SCHEDULE 13D/A, 2025-12-22 | 2025-12-18 |
| BlackRock, Inc. | 11.2% | 37,098,664 | SCHEDULE 13G/A, 2026-07-27 | 2026-06-30 |
| Independence Energy Aggregator L.P. | 10.5% | 26,185,773 | SCHEDULE 13D/A, 2025-08-26 | 2025-08-24 |
| American Century Investment Management, Inc. | 5.3% | 17,286,447 | SCHEDULE 13G/A, 2026-05-01 | 2026-03-31 |
| State Street Corporation | 5% | 16,551,114 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Vanguard Portfolio Management | 5% | 16,402,733 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Bank of New York Mellon Corp | 3.3% | 8,520,170 | SCHEDULE 13G/A, 2025-07-18 | 2025-06-30 |
| Liberty Mutual Foundation Inc. | 1.3% | 4,294,411 | SCHEDULE 13D/A, 2026-05-11 | 2026-05-07 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Purpose of Transaction (Item 4)
Independence Energy Aggregator L.P.
On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Vital Energy, Inc., a Delaware corporation ("Vital" or "Company"), Venus Merger Sub I Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Merger Sub Inc."), and Venus Merger Sub II LLC, a Delaware limited liability company and a wholly owned subsidiary of the Issuer ("Merger Sub LLC"), pursuant to which the Issuer will acquire the Company in an all-equity transaction through (i) the merger of Merger Sub Inc. (the "First Company Merger") with and into the Company, with the Company continuing as the surviving entity (the "Surviving Corporation") and (ii) immediately following the First Company Merger, the merger of the Surviving Corporation (the "Second Company Merger" and, together with the First Company Merger, the "Mergers") with and into Merger Sub LLC, with Merger Sub LLC continuing as the surviving entity (the "Surviving Company"), in each case, on the terms and subject to the conditions set forth in the Merger Agreement. On the same date and in connection with the Issuer's entry into the Merger Agreement, Independence Energy Aggregator L.P. ("IE Aggregator") entered into that certain Voting and Support Agreement (the "Support Agreement"), by and among the Issuer, the Company and IE Aggregator, pursuant to which IE Aggregator has agreed, among other things, (i) not to transfer any of its shares of Class A Common Stock, (ii) to vote its …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-08-26; the filing has the rest
PT Independence Energy Holdings LLC
Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to the end of Item 4: This amendment is being filed in connection with the transfer on December 18, 2025 of 36,813,628 shares of the Issuer's Class A Common Stock by Liberty Mutual Insurance Company to Liberty Mutual Foundation Inc., following the transfer on December 16, 2025 of such shares by PT Independence Energy Holdings LLC through Liberty Energy Holdings, LLC to Liberty Mutual Insurance Company. As a result, PT Independence Energy Holdings LLC no longer owns any shares of Class A Common Stock. The Reporting Persons, other than PT Independence Energy Holdings LLC, may be deemed to beneficially own the shares of Class A Common Stock held by the other Reporting Persons, other than PT Independence Energy Holdings LLC, due to their common control. Liberty Foundation has no pecuniary interest in the shares of Class A Common Stock owned by the other Reporting Persons, and such other Reporting Persons have no pecuniary interest in the shares of Class A Common Stock owned by Liberty Foundation.Item 4 of the SCHEDULE 13D/A filed 2025-12-22
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 10.2% | SCHEDULE 13G/A |
| 2025-07-18 | Bank of New York Mellon Corp | 3.3% | SCHEDULE 13G/A |
| 2025-07-29 | The Vanguard Group | 8.12% | SCHEDULE 13G/A |
| 2025-08-11 | State Street Corporation | 3.5% | SCHEDULE 13G |
| 2025-08-26 | Independence Energy Aggregator L.P. | 10.5% | SCHEDULE 13D/A |
| 2025-08-27 | PT Independence Energy Holdings LLC | 14.5% | SCHEDULE 13D/A |
| 2025-12-22 | PT Independence Energy Holdings LLC | 14.5% | SCHEDULE 13D/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 5% | SCHEDULE 13G |
| 2026-05-01 | American Century Investment Management, Inc. | 5.3% | SCHEDULE 13G/A |
| 2026-05-11 | Liberty Mutual Foundation Inc. | 1.3% | SCHEDULE 13D/A |
| 2026-07-27 | BlackRock, Inc. | 11.2% | SCHEDULE 13G/A |
| 2026-08-07 | State Street Corporation | 5% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.