Who Owns ZEO?

Zeo Energy Corp. — Institutional Ownership & 13F Holdings

EnergyNASDAQ

$0.97

-0.04 (-4.45%)

Market Cap

$55.8M

Shares Outstanding

55,218,509

Institutional Holders

11

Total Inst. Value

$430K

% of Float Held

1.1%

QoQ Holder Change

+5

Institutional data as of Q1 2025

New Positions

4

Closed Positions

3

Increased

5

Decreased

1

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1VANGUARD GROUP INC$229K151,963
2GEODE CAPITAL MANAGEMENT, LLC$131K87,623
3STATE STREET CORPNew$36K24,000
4CITADEL ADVISORS LLCNew$27K17,839
5UBS Group AG$4K2,698
6ABOUND FINANCIAL, LLCNew$2K1,520
7Ancora Advisors LLC$3865,050
8WOLVERINE ASSET MANAGEMENT LLCNew$330219
9SBI Securities Co., Ltd.$3020
10JPMORGAN CHASE & CO$07

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
VANGUARD GROUP INC+89K$229K
GEODE CAPITAL MANAGEMENT, LLC+10K$131K
STATE STREET CORPNew+24K$36K
CITADEL ADVISORS LLCNew+18K$27K
UBS Group AG+32$4K

Top Sellers

FundShares RemovedValue
JPMORGAN CHASE & CO-2$0

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Frequently Asked Questions

How many institutional investors hold ZEO?

As of Q1 2025, 11 institutional investors report holding ZEO (Zeo Energy Corp.) in their 13F filings.

What percentage of Zeo Energy Corp. is owned by institutions?

Institutional investors hold approximately 1.1% of Zeo Energy Corp.'s float as reported in SEC 13F filings.

Which hedge fund owns the most ZEO?

The largest institutional holder of ZEO is VANGUARD GROUP INC with $229K in shares.

Are institutions buying or selling ZEO?

This quarter, 4 institutions opened new positions in ZEO and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.