ZEO Institutional Ownership & Shareholders
ZEO ENERGY CORP (ZEO) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $833,058 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of ZEO tracked by InsiderSet, reporting ownership valued at approximately $278,236 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $113,064.806, representing an estimated loss of -59.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed ZEO value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Citizens Financial Group Inc/Ri, Ubs Group Ag, and several other long-term asset managers with concentrated positions in ZEO ENERGY CORP (ZEO).
This page ranks the largest institutional ZEO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$833,058
Largest Holder
Vanguard Capital Management Llc
Largest Position
$278,236
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 421,569 | $278,236 | $113,065 | -$165,171 | -59.36% | |
| Citizens Financial Group Inc/Ri | 0.00% | 541,175 | $180,861 | $145,143 | -$35,718 | -19.75% | |
| Ubs Group Ag | 0.00% | 115,994 | $76,556 | $31,110 | -$45,446 | -59.36% | |
| Geode Capital Management, Llc | 0.00% | 109,279 | $72,213 | $29,309 | -$42,904 | -59.41% | |
| Pnc Financial Services Group, Inc. | 0.00% | 75,000 | $49,500 | $20,115 | -$29,385 | -59.36% | |
| Groupe La Francaise | 0.00% | 43,761 | $28,900 | $11,737 | -$17,163 | -59.39% | |
| State Street Corp | 0.00% | 38,900 | $25,690 | $10,433 | -$15,257 | -59.39% | |
| Xtx Topco Ltd | 0.00% | 38,891 | $25,684 | $10,431 | -$15,253 | -59.39% | |
| Shanda Asset Management Holdings Ltd | 0.00% | 37,249 | $24,599 | $9,990 | -$14,609 | -59.39% | |
| Jane Street Group, Llc | 0.00% | 30,080 | $19,865 | $8,067 | -$11,798 | -59.39% | |
| Hrt Financial Lp | 0.00% | 17,270 | $11,000 | $4,632 | -$6,368 | -57.89% | |
| Credit Industriel Et Commercial | 0.00% | 10,845 | $7,162 | $2,909 | -$4,253 | -59.39% | |
| Northern Trust Corp | 0.00% | 10,625 | $7,017 | $2,850 | -$4,167 | -59.39% | |
| Vanguard Fiduciary Trust Co | 0.00% | 10,497 | $6,928 | $2,815 | -$4,113 | -59.36% | |
| Tower Research Capital Llc (Trc) | 0.00% | 10,043 | $6,632 | $2,694 | -$3,938 | -59.39% | |
| Diversify Advisory Services, Llc | 0.00% | 10,836 | $2,937 | $2,906 | -$31 | -1.05% | |
| Diversify Wealth Management, Llc | 0.00% | 10,836 | $2,937 | $2,906 | -$31 | -1.05% | |
| Morgan Stanley | 0.00% | 2,779 | $1,835 | $745 | -$1,090 | -59.38% | |
| Jpmorgan Chase & Co | 0.00% | 1,612 | $1,073 | $432 | -$641 | -59.71% | |
| Abound Financial, Llc | 0.00% | 1,520 | $1,004 | $408 | -$596 | -59.40% | |
| Caz Investments Lp | 0.00% | 1,369 | $904 | $367 | -$537 | -59.38% | |
| Group One Trading Llc | 0.00% | 1,348 | $890 | $362 | -$528 | -59.38% | |
| Noble Wealth Management Pbc | 0.00% | 876 | $293 | $235 | -$58 | -19.81% | |
| Newedge Advisors, Llc | 0.00% | 250 | $165 | $67 | -$98 | -59.36% | |
| Fmr Llc | 0.00% | 100 | $66 | $27 | -$39 | -59.36% | |
| Barclays Plc | 0.00% | 73 | $48 | $20 | -$28 | -59.21% | |
| Sbi Securities Co., Ltd. | 0.00% | 134 | $45 | $36 | -$9 | -20.14% | |
| Corecap Advisors, Llc | 0.00% | 37 | $12 | $10 | -$2 | -17.31% | |
| Osaic Holdings, Inc. | 0.00% | 8 | $5 | $2 | -$3 | -57.09% | |
| Farther Finance Advisors, Llc | 0.00% | 4 | $1 | $1 | +$0 | +7.28% |
Frequently asked questions about ZEO
Who are the largest institutional holders of ZEO?
The largest institutional holders of ZEO reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Citizens Financial Group Inc/Ri, Ubs Group Ag, Geode Capital Management, Llc, and Pnc Financial Services Group, Inc.. InsiderSet ranks institutional holders by their latest reported ZEO position.
What is ZEO institutional ownership?
This page tracks ZEO positions reported by institutional investment managers through SEC Form 13F. ZEO ENERGY CORP (ZEO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZEO?
InsiderSet currently tracks 30 institutional managers reporting ZEO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ZEO shareholders.
How much ZEO stock do institutions own?
Institutional investment managers disclosed approximately $833,058 in ZEO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZEO institutional ownership last updated?
The latest ZEO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ZEO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ZEO position after the reporting date.
Are institutions buying or selling ZEO?
Institutional buying and selling can be analyzed by comparing ZEO positions across consecutive 13F reporting periods. InsiderSet's ZEO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZEO ownership changes.
How has ZEO institutional ownership changed over time?
InsiderSet tracks ZEO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.