Zeo Energy Corp. (ZEO) Ownership
ZEO ownership summary
as of October 18, 2026- Institutions
- 24.7% of shares outstanding
- Insiders
- 25.84% of shares outstanding
- Shares outstanding
- 41.7M
- Float
- 18.1M shares available to trade
- Short interest
- 6.38% 2.0M shares short
- Days to cover
- 0.06 short interest up 470.1% vs prior month
- Institutions 24.66%
- Insiders 25.84%
- Other investors 49.50%
ZEO top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Citizens Financial Group Inc | 1.30% | 541K | $138,000 | — | June 30, 2026 |
| 2 | Vanguard Capital Management, LLC | 1.01% | 422K | $107,500 | +54,597 (+14.9%) | June 30, 2026 |
| 3 | UBS Group AG | 0.28% | 116K | $29,578 | +114,363 (+7,011.8%) | June 30, 2026 |
| 4 | Geode Capital Management, LLC | 0.26% | 109K | $27,866 | −20,413 (−15.7%) | June 30, 2026 |
| 5 | PNC Financial Services Group Inc | 0.18% | 75K | $19,125 | — | June 30, 2026 |
| 6 | State Street Corp | 0.09% | 39K | $9,920 | — | June 30, 2026 |
| 7 | XTX Topco Ltd | 0.09% | 39K | $9,917 | −6,881 (−15.0%) | June 30, 2026 |
| 8 | Shanda Payment Holdings Ltd. | 0.09% | 37K | $9,498 | — | June 30, 2026 |
| 9 | Jane Street Group LLC | 0.07% | 30K | $7,670 | +5,289 (+21.3%) | June 30, 2026 |
| 10 | HRT FINANCIAL LLC | 0.04% | 17K | $4,404 | +17,270 (0.0%) | June 30, 2026 |
| 11 | Creative Planning Inc | 0.04% | 17K | $4,362 | −171 (−1.0%) | June 30, 2026 |
| 12 | Northern Trust Corp | 0.03% | 11K | $2,709 | +10,625 (0.0%) | June 30, 2026 |
| 13 | Vanguard Fiduciary Trust Co | 0.03% | 10K | $2,677 | — | June 30, 2026 |
| 14 | Tower Research Capital LLC | 0.02% | 10K | $2,561 | +7,864 (+360.9%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 0.01% | 2,779 | $709 | +23 (+0.8%) | June 30, 2026 |
| 16 | CAZ Investments LP | 0.01% | 2,738 | $698 | +1,369 (+100.0%) | June 30, 2026 |
| 17 | JPMorgan Chase & Co | <0.01% | 1,612 | $411 | — | June 30, 2026 |
| 18 | CKW Financial Group, LLC | <0.01% | 1,527 | $389 | — | June 30, 2026 |
| 19 | ABOUND FINANCIAL, LLC | <0.01% | 1,520 | $388 | — | June 30, 2026 |
| 20 | Group One Trading, LLC | <0.01% | 1,348 | $344 | — | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 8 holders added 211K shares and 3 cut 27K.
ZEO top mutual fund and ETF holders
7 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 0.73% | 340K | $86,780 | — | August 31, 2026 |
| 2 | Fidelity Extended Market Index | 0.08% | 36K | $9,299 | −196 (−0.5%) | August 31, 2026 |
| 3 | Fidelity Total Market Index | 0.06% | 26K | $6,553 | — | August 31, 2026 |
| 4 | Cigogne UCITS M&A Arbitrage C1 | 0.05% | 22K | $5,628 | — | March 31, 2026 |
| 5 | Stork Fund Dynamic MultiStrategies O EUR | 0.04% | 18K | $4,578 | +142 (+0.8%) | June 30, 2026 |
| 6 | Fidelity Nasdaq Composite Index | 0.03% | 14K | $3,667 | — | August 31, 2026 |
| 7 | Fidelity Series Total Market Index | 0.02% | 8,769 | $2,236 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
ZEO insider transactions
latest 12| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-11 | Brandon Bridgewater | Sell | $1.16 | 32,669 | $37,896 |
| 2025-12-10 | Brandon Bridgewater | Sell | $1.15 | 4,540 | $5,221 |
| 2025-12-09 | Brandon Bridgewater | Sell | $1.16 | 18,191 | $21,102 |
| 2025-12-08 | Brandon Bridgewater | Sell | $1.20 | 24,490 | $29,388 |
| 2025-09-03 | Brandon Bridgewater | Sell | $1.61 | 26,636 | $42,884 |
| 2025-09-03 | Kalen Larsen | Sell | $1.61 | 26,636 | $42,884 |
| 2025-08-29 | Brandon Bridgewater | Sell | $1.60 | 440 | $704 |
| 2025-08-29 | Kalen Larsen | Sell | $1.60 | 440 | $704 |
| 2025-08-28 | Brandon Bridgewater | Sell | $1.62 | 28,875 | $46,778 |
| 2025-08-28 | Kalen Larsen | Sell | $1.62 | 28,875 | $46,778 |
| 2025-08-27 | Brandon Bridgewater | Sell | $1.75 | 32,412 | $56,721 |
| 2025-08-27 | Kalen Larsen | Sell | $1.75 | 32,412 | $56,721 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
ZEO shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns ZEO
Institutional investors own 24.7% of Zeo Energy's shares and insiders 25.84%. The largest holder is Citizens Financial Group Inc with 1.30% of the shares (541K), as of June 30, 2026. Among the top 20 institutions, 8 added shares and 3 reduced their stake in the latest filings. Short interest is 6.38% of the float, or 0.06 days of average trading volume. The share count rose 563.6% since 2020.
Related: ZEO analyst forecast, ZEO key metrics. See the ZEO stock overview for the latest quote and news.
ZEO ownership FAQ
Who owns the most Zeo Energy stock?
The largest shareholders of Zeo Energy are Citizens Financial Group Inc (1.30%), Vanguard Capital Management, LLC (1.01%), UBS Group AG (0.28%), Geode Capital Management, LLC (0.26%), PNC Financial Services Group Inc (0.18%).
What percentage of Zeo Energy is owned by institutions?
Institutions hold 24.7% of Zeo Energy's shares outstanding; insiders hold 25.84%.
Which funds own Zeo Energy?
The largest fund holders of Zeo Energy are Vanguard MStar Total Stk Mkt Idx Invest (0.73%), Fidelity Extended Market Index (0.08%), Fidelity Total Market Index (0.06%), Cigogne UCITS M&A Arbitrage C1 (0.05%), Stork Fund Dynamic MultiStrategies O EUR (0.04%).
What is Zeo Energy's short interest?
2.0M shares of Zeo Energy were sold short, 6.38% of the float; at the average daily volume it would take 0.06 days to cover.
Are insiders buying or selling Zeo Energy?
Of the latest 12 reported insider transactions in Zeo Energy (since August 27, 2025), 0 were purchases and 12 were sales.
How many shares of Zeo Energy are outstanding?
Zeo Energy has 41.7M shares outstanding, of which 18.1M are in the public float.