ZEO · Company research
Zeo Energy Corporation (ZEO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
73records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1348 | 890 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85675 | 56625 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 24 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 66 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17270 | 11 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT INDUSTRIEL ET COMMERCIAL | 1274419 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10845 | 7162 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175000 | 6300 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11519 | 445 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Noble Wealth Management PBC | 2055065 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 876 | 579 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 760000 | 29336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MMCAP International Inc. SPC | 1304857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195575 | 7549 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blue Owl Capital Holdings LP | 1858703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250000 | 10000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38900 | 25690 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ARISTEIA CAPITAL, L.L.C. | 1080171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196129 | 7571 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| K2 PRINCIPAL FUND, L.P. | 1461790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1277536 | 51101 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 541175 | 357392 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1346554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250000 | 9650 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125000 | 4500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 3 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1622346 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37249 | 24599 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MOORE CAPITAL MANAGEMENT, LP | 1448574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125000 | 4825 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clear Street Group Inc. | 1881567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301263 | 11629 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38891 | 25684 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLVERINE ASSET MANAGEMENT LLC | 1279891 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127768 | 4932 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ABOUND FINANCIAL, LLC | 2024264 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1520 | 1004 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73 | 48 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500000 | 19500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Davidson Kempner Capital Management LP | 1595082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200000 | 7720 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5050 | 195 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134 | 88 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75000 | 49500 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Silver Rock Financial LP | 1674784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48872 | 1886 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119676 | 4308 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10625 | 7017 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 919185 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2101489 | 75654 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115994 | 76556 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CKW FINANCIAL GROUP | 1600403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1527 | 1 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 5 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10497 | 6928 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 421569 | 278236 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23100 | 15255 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88458 | 3414 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CAZ INVESTMENTS LP | 1159363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1369 | 904 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Groupe la Francaise | 2056088 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43761 | 28900 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38900 | 25690000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256875 | 9915000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10625 | 7017000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 15 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88458 | 3414000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| Calamos Advisors LLC | 1316507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87500 | 3378 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17107 | 11297 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10043 | 6632 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WHITEBOX ADVISORS LLC | 1257391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46500 | 1795 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Polar Asset Management Partners Inc. | 1326389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 915973 | 35357 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DUPONT CAPITAL MANAGEMENT CORP | 1128251 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 965 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256875 | 9915 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sculptor Capital LP | 1054587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195687 | 7554 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 165 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Saba Capital Management, L.P. | 1510281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 726030 | 28025 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219000 | 8453 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LMR Partners LLP | 1578621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150000 | 5790 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 144 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256875 | 10558000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38900 | 22329000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3290 | 1888000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88458 | 3636000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 38900 | 42401000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 88458 | 3149000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 3290 | 3586000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 256875 | 14128000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 38900 | 52515000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 799 | 1079000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 88458 | 4856000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.