Who owns Zeo Energy Corp.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ZEO from SEC Form 13F filings across 30 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 30 institutions disclosed 1.5M shares of Zeo Energy Corp. worth $1.0M — about 6.2% of shares outstanding; the largest disclosed holder is CITIZENS FINANCIAL GROUP INC/RI. Source: SEC Form 13F filings, parsed by EvidInvest.
30
13F holders
$1.0M
value, 2026 filers
6.2%
of shares outstanding (1.5M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ZEO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CITIZENS FINANCIAL GROUP INC/RI | 541,175 | $357,392 | 0.0% | 2.2% | 0.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 421,569 | $278,236 | 0.0% | 1.7% | +14.9% |
| 3 | UBS Group AG | 115,994 | $76,556 | 0.0% | 0.5% | +7011.8% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 109,279 | $72,213 | 0.0% | 0.4% | -15.7% |
| 5 | PNC Financial Services Group, Inc. | 75,000 | $49,500 | 0.0% | 0.3% | 0.0% |
| 6 | Groupe la Francaise | 43,761 | $28,900 | 0.0% | 0.2% | 0.0% |
| 7 | STATE STREET CORP | 38,900 | $25,690 | 0.0% | 0.2% | 0.0% |
| 8 | XTX Topco Ltd | 38,891 | $25,684 | 0.0% | 0.2% | -15.0% |
| 9 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 37,249 | $24,599 | 0.0% | 0.1% | 0.0% |
| 10 | JANE STREET GROUP, LLC | 30,080 | $19,865 | 0.0% | 0.1% | +21.3% |
| 11 | HRT FINANCIAL LPNEW | 17,270 | $11,000 | 0.0% | 0.1% | new |
| 12 | Creative Planning | 17,107 | $11,297 | 0.0% | 0.1% | -1.0% |
| 13 | CREDIT INDUSTRIEL ET COMMERCIAL | 10,845 | $7,162 | 0.0% | 0% | 0.0% |
| 14 | NORTHERN TRUST CORPNEW | 10,625 | $7,017 | 0.0% | 0% | new |
| 15 | VANGUARD FIDUCIARY TRUST CO | 10,497 | $6,928 | 0.0% | 0% | 0.0% |
| 16 | Tower Research Capital LLC (TRC) | 10,043 | $6,632 | 0.0% | 0% | +360.9% |
| 17 | MORGAN STANLEY | 2,779 | $1,835 | 0.0% | 0% | +0.8% |
| 18 | JPMORGAN CHASE & CO | 1,612 | $1,073 | 0.0% | 0% | 0.0% |
| 19 | CKW FINANCIAL GROUP | 1,527 | $1,000 | 0.0% | 0% | 0.0% |
| 20 | ABOUND FINANCIAL, LLC | 1,520 | $1,004 | 0.0% | 0% | 0.0% |
| 21 | CAZ INVESTMENTS LP | 1,369 | $904 | 0.0% | 0% | 0.0% |
| 22 | GROUP ONE TRADING LLC | 1,348 | $890 | 0.0% | 0% | 0.0% |
| 23 | Noble Wealth Management PBC | 876 | $579 | 0.0% | 0% | 0.0% |
| 24 | NewEdge Advisors, LLCNEW | 250 | $165 | 0.0% | 0% | new |
| 25 | SBI Securities Co., Ltd. | 134 | $88 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.