Who Owns Zeo Energy Stock?
NASDAQ: ZEOMiscellaneousIndustrial Machinery/ComponentsUSD
Market open · Delayed 15 min · as of Oct 9, 11:15 AM ET
Ownership breakdown
- Held by institutions
- 29.95%
- Held by insiders
- 31.38%
- Institutional holders
- 34
- Institutions 29.9%
- Insiders 31.4%
- Public and other 38.7%
Who owns Zeo Energy stock?
Institutional investors own about 29.9% of Zeo Energy's shares, spread across 34 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 31.38% of ZEO.
The largest institutional holders are Citizens Financial Group Inc/RI (1.30%), Vanguard Capital Management LLC (1.01%) and UBS Group AG (0.28%). Together, the top 10 institutions control 3.5% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their ZEO positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ZEO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Citizens Financial Group Inc/RI | 541.17K | 1.30% | 0.0% |
| Vanguard Capital Management LLC | 421.57K | 1.01% | +14.9% |
| UBS Group AG | 115.99K | 0.28% | +7011.8% |
| Geode Capital Management, LLC | 109.28K | 0.26% | -15.7% |
| PNC Financial Services Group, Inc. | 75.00K | 0.18% | 0.0% |
| Groupe La Francaise | 43.76K | 0.10% | 0.0% |
| State Street Corporation | 38.90K | 0.09% | 0.0% |
| Xtx Topco Ltd | 38.89K | 0.09% | -15.0% |
| Shanda Asset Management Holdings Ltd | 37.25K | 0.09% | 0.0% |
| Jane Street Group, LLC | 30.08K | 0.07% | +21.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ZEO
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 340.31K | 0.82% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 81.25K | 0.19% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 36.66K | 0.09% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 25.70K | 0.06% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 14.38K | 0.03% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 8.77K | 0.02% |
Frequently asked questions
Who is the largest shareholder of Zeo Energy?
Citizens Financial Group Inc/RI is the largest institutional shareholder of ZEO, owning 1.30% of shares outstanding (541.17K shares) as of its latest 13F filing.
What percentage of Zeo Energy is owned by institutions?
Institutions own about 29.9% of ZEO shares and 43.6% of the public float.
How much of Zeo Energy do insiders own?
Insiders, such as officers and directors, own about 31.38% of ZEO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.