Who Owns Zeo Energy Corp. (ZEO)?Hedge Fund & Institutional Holders

$0.93-0.03 (-2.63%)EnergyNASDAQ

Institutional Holders

39

as of Q4 2025

Total Institutional Value

$7.3870539900077e+57T

% of Float Held

2.4589659141434646e+149%

QoQ Change in Holders

+10 / -5

Price History

$0.91$1.54$2.17$2.80$3.43Sep 24Jun 25Mar 26

ZEO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CITIZENS FINANCIAL GROUP INC/RINew Position+366K+$399.0M
Texas Capital Bank Wealth Management Services IncNew Position+71K+$77.0M
Noble Wealth Management PBCNew Position+876+$1K
ROYAL BANK OF CANADANew Position+83+$0
GEODE CAPITAL MANAGEMENT, LLCIncreased+3K+$0
TWO SIGMA SECURITIES, LLCNew Position+15K+$0
Tower Research Capital LLC (TRC)New Position+4K+$0
JANE STREET GROUP, LLCNew Position+10K+$0
MISSION WEALTH MANAGEMENT, LPNew Position+24K+$0
SBI Securities Co., Ltd.New Position+134+$0
CoreCap Advisors, LLCNew Position+37+$0
FMR LLCIncreased+36+$0
BlackRock, Inc.Increased+30K+$-14K
VANGUARD GROUP INCIncreased+146K+$-340K
UBS Group AGIncreased+432+$-1.8M

ZEO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CIBC Bancorp USA Inc.Closed Position-20K-$26.4M
NORTHERN TRUST CORPClosed Position-15K-$19.8M
RENAISSANCE TECHNOLOGIES LLCClosed Position-14K-$18.6M
Advisory Services Network, LLCClosed Position-308-$416K
U.S. Capital Wealth Advisors, LLCClosed Position-31K-$42K
MORGAN STANLEYDecreased-1K-$5K
BANK OF AMERICA CORP /DE/Decreased-1K-$3K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PIPER SANDLER & CO.677,711$738.7M0.52%Share
2CITIZENS FINANCIAL GROUP INC/RI366,175$399.0M5.35%Share
3Texas Capital Bank Wealth Management Services Inc70,795$77.0M0.00%Share
4SHANDA ASSET MANAGEMENT HOLDINGS Ltd37,249$40.0M0.00%Share
5CREDIT INDUSTRIEL ET COMMERCIAL10,845$11.0M0.00%Share
6UBS Group AG2,671$2.0M0.00%Share
7GROUP ONE TRADING LLC2,241$2.0M0.00%Share
8CKW FINANCIAL GROUP1,527$2K0.00%Share
9CAZ INVESTMENTS LP1,369$1K0.00%Share
10Noble Wealth Management PBC876$1K0.00%Share
11VANGUARD GROUP INC31,184$00.00%Share
12Creative Planning17,278$00.00%Share
13GEODE CAPITAL MANAGEMENT, LLC81,078$00.00%Share
14GEODE CAPITAL MANAGEMENT, LLC12,163$00.00%Share
15MISSION WEALTH MANAGEMENT, LP24,197$00.00%Share
16MAI Capital Management26$00.00%Share
17MORGAN STANLEY2,756$00.00%Share
18BlackRock, Inc.3,290$00.00%Share
19BlackRock, Inc.36,875$00.00%Share
20VANGUARD GROUP INC366,972$00.00%Share
21OSAIC HOLDINGS, INC.8$00.00%Share
22XTX Topco Ltd31,696$00.00%Share
23STATE STREET CORP38,900$00.00%Share
24ROYAL BANK OF CANADA83$00.00%Share
25TWO SIGMA SECURITIES, LLC15,352$00.00%Share
26UBS Group AG607$00.00%Share
27CoreCap Advisors, LLC37$00.00%Share
28Groupe la Francaise43,761$00.00%Share
29JANE STREET GROUP, LLC10,442$00.00%Share
30Ancora Advisors LLC5,050$00.00%Share
31Tower Research Capital LLC (TRC)3,720$00.00%Share
32FMR LLC100$00.00%Share
33BANK OF AMERICA CORP /DE/81$00.00%Share
34BANK OF AMERICA CORP /DE/1,404$00.00%Share
35JPMORGAN CHASE & CO562$00.00%Share
36JPMORGAN CHASE & CO10$00.00%Share
37JPMORGAN CHASE & CO1,040$00.00%Share
38Farther Finance Advisors, LLC4$00.00%Share
39SBI Securities Co., Ltd.134$00.00%Share

ZEO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202532$1.3B+5
Q3 202527$1.2B+16
Q2 202511$149.1M+0
Q1 202511$165.3M+1
Q4 202410$52.1M+2
Q3 20248$15.9M-1
Q2 20249$26.9M+3
Q1 20246$13.1M

Similar Stocks by Institutional Ownership

As of Q4 2025, 39 institutional investors hold ZEO (Zeo Energy Corp.). The largest holder is PIPER SANDLER & CO. with $738.7M in shares. This quarter, 10 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own ZEO?

As of Q4 2025, 39 institutional investors report holding ZEO (Zeo Energy Corp.) in their 13F filings.

Who is the largest institutional holder of ZEO?

The largest institutional holder of ZEO is PIPER SANDLER & CO. with $738.7M in shares.

Is institutional ownership of ZEO increasing or decreasing?

This quarter, 10 institutions opened new positions in ZEO and 5 closed their positions.