Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ZEO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | CITIZENS FINANCIAL GROUP INC/RI | 541K | $311K | +47.8% | 0.980% | 0.00% |
| 2 | PIPER SANDLER & CO. | 508K | $291K | -25.1% | 0.919% | 0.29% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 367K | $211K | β | 0.665% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 130K | $74K | +39.1% | 0.235% | 0.00% |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 75K | $43K | β | 0.136% | 0.00% |
| 6 | Texas Capital Bank Wealth Management Services Inc | 71K | $41K | 0.0% | 0.128% | 0.00% |
| 7 | XTX Topco Ltd | 46K | $26K | +44.4% | 0.083% | 0.00% |
| 8 | BlackRock, Inc. | 44K | $25K | +8.6% | 0.079% | 0.00% |
| 9 | STATE STREET CORP | 39K | $22K | 0.0% | 0.070% | 0.00% |
| 10 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 37K | $21K | 0.0% | 0.068% | 0.00% |
| 11 | JANE STREET GROUP, LLC | 25K | $14K | +137.4% | 0.045% | 0.00% |
| 12 | Creative Planning | 17K | $10K | 0.0% | 0.031% | 0.00% |
| 13 | TWO SIGMA SECURITIES, LLC | 15K | $9K | +0.9% | 0.028% | 0.00% |
| 14 | CREDIT INDUSTRIEL ET COMMERCIAL | 11K | $6K | 0.0% | 0.020% | 0.00% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 10K | $6K | β | 0.019% | 0.00% |
| 16 | MORGAN STANLEY | 3K | $2K | 0.0% | 0.005% | 0.00% |
| 17 | Tower Research Capital LLC (TRC) | 2K | $1K | -41.4% | 0.004% | 0.00% |
| 18 | UBS Group AG | 2K | $936 | -50.2% | 0.003% | 0.00% |
| 19 | ABOUND FINANCIAL, LLC | 2K | $872 | β | 0.003% | 0.00% |
| 20 | CAZ INVESTMENTS LP | 1K | $786 | 0.0% | 0.003% | 0.00% |
| 21 | GROUP ONE TRADING, L.P. | 1K | $774 | -39.9% | 0.002% | 0.00% |
| 22 | Noble Wealth Management PBC | 876 | $503 | 0.0% | 0.002% | 0.00% |
| 23 | Advisory Services Network, LLC | 308 | $177 | β | 0.001% | 0.00% |
| 24 | SBI Securities Co., Ltd. | 134 | $77 | 0.0% | 0.000% | 0.00% |
| 25 | FMR LLC | 100 | $57 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ZEO β a direct measure of their conviction.
Filings activity in ZEO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 30 | 3.2% | 2.61% | 2.20 pp | $1M | 46% |
| Q4 2025 | 31 | +3.3% | 4.81% | 0.20 pp | $2M | 4.0% |
| Q3 2025 | 30 | +173% | 5.01% | +0.73 pp | $2M | +17% |
| Q2 2025 | 11 | +0.0% | 4.28% | +3.27 pp | $2M | +325% |
| Q1 2025 | 11 | +22% | 1.01% | 0.23 pp | $0M | 19% |
| Q4 2024 | 9 | +13% | 1.24% | +0.42 pp | $1M | +52% |
| Q3 2024 | 8 | +0.0% | 0.82% | 2.67 pp | $0M | 77% |
| Q2 2024 | 8 | β | 3.49% | β | $1M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ZEO stock.
Based on Q1 2026 13F filings, institutional ownership of Zeo Energy Corp. stands at 2.6%, held across 30 reporting institutions.
CITIZENS FINANCIAL GROUP INC/RI is the largest reported institutional holder of ZEO, with approximately 541,175 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of ZEO, including JANE STREET GROUP, LLC, TWO SIGMA SECURITIES, LLC.
Our composite Smart Money Score for ZEO is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in ZEO during Q1 2026, while 6 fully exited. 1 added to existing positions and 24 trimmed.
ZEO institutional ownership fell by 2.20 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 95.3% of all reported 13F value in ZEO, and the top 25 account for 100.0%.
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.
Zeo Energy Corp. (ZEO) Institutional Ownership