Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AMRC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 3.5M | $90.3M | -9.2% | 6.690% | 0.02% |
| 2 | BlackRock, Inc. | 2.5M | $62.6M | -0.4% | 4.641% | 0.00% |
| 3 | Grantham, Mayo, Van Otterloo & Co. LLC | 2.2M | $56.9M | -4.0% | 4.212% | 0.15% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $36.7M | +13.1% | 2.720% | 0.01% |
| 5 | STATE STREET CORP | 1.3M | $33.9M | +0.4% | 2.511% | 0.00% |
| 6 | D. E. Shaw & Co., Inc. | 1.3M | $32.4M | -0.4% | 2.403% | 0.03% |
| 7 | ROYCE & ASSOCIATES LP | 1.2M | $31.9M | +17.2% | 2.361% | 0.31% |
| 8 | DnB Asset Management AS | 902K | $23.0M | +14.9% | 1.705% | 0.08% |
| 9 | GAGNON SECURITIES LLC | 840K | $21.4M | +0.9% | 1.587% | 4.94% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 793K | $20.2M | +4.0% | 1.498% | 0.00% |
| 11 | MORGAN STANLEY | 671K | $17.1M | +14.9% | 1.267% | 0.00% |
| 12 | Swedbank AB | 645K | $16.4M | +74.3% | 1.218% | 0.02% |
| 13 | GRANAHAN INVESTMENT MANAGEMENT INC/MA | 630K | $16.1M | -25.7% | 1.190% | 0.78% |
| 14 | First Eagle Investment Management, LLC | 555K | $14.2M | -3.4% | 1.049% | 0.02% |
| 15 | Legal & General Group Plc | 549K | $14.0M | +17.5% | 1.038% | 0.00% |
| 16 | AMERICAN CENTURY COMPANIES INC | 526K | $13.4M | +33.1% | 0.994% | 0.01% |
| 17 | ROYAL BANK OF CANADA | 504K | $12.9M | -15.9% | 0.952% | 0.00% |
| 18 | Bandera Partners LLC | 476K | $12.1M | -9.6% | 0.900% | 5.49% |
| 19 | Gagnon Advisors, LLC | 473K | $12.1M | 0.0% | 0.893% | 8.87% |
| 20 | Redwood Grove Capital, LLC | 470K | $12.0M | -4.7% | 0.887% | 3.86% |
| 21 | UBS Group AG | 418K | $10.7M | +5.2% | 0.790% | 0.00% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 372K | $9.5M | +5.0% | 0.703% | 0.19% |
| 23 | Invesco Ltd. | 337K | $8.6M | -28.7% | 0.637% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 318K | $8.1M | +133.4% | 0.600% | 0.00% |
| 25 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 311K | $7.9M | -9.9% | 0.587% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AMRC — a direct measure of their conviction.
Filings activity in AMRC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 176 | 5.9% | 50.37% | 12.62 pp | $748M | 20% |
| Q4 2025 | 187 | +3.3% | 62.99% | 10.34 pp | $936M | 14% |
| Q3 2025 | 181 | +9.7% | 73.33% | +40.22 pp | $1.09B | +121% |
| Q2 2025 | 165 | 6.3% | 33.11% | +9.12 pp | $492M | +38% |
| Q1 2025 | 176 | +0.0% | 23.99% | 37.99 pp | $356M | 61% |
| Q4 2024 | 176 | 2.2% | 61.98% | 13.91 pp | $921M | 18% |
| Q3 2024 | 180 | 1.1% | 75.89% | +15.26 pp | $1.13B | +25% |
| Q2 2024 | 182 | — | 60.63% | — | $901M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AMRC stock.
Based on Q1 2026 13F filings, institutional ownership of Ameresco, Inc. stands at 50.4%, held across 176 reporting institutions.
WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of AMRC, with approximately 3,541,577 shares worth $0.09B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AMRC, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for AMRC is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in AMRC during Q1 2026, while 43 fully exited. 39 added to existing positions and 103 trimmed.
AMRC institutional ownership fell by 12.62 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 54.7% of all reported 13F value in AMRC, and the top 25 account for 79.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ameresco, Inc. (AMRC) Institutional Ownership