Who owns AMRC (AMRC)
Which tracked institutional funds hold AMRC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AMRC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
36 tracked funds added or opened AMRC while 56 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AMRC’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AMRC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 189 tracked filers holding AMRC, 105 increased or opened the position and 91 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AMRC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- VANGUARD PORTFOLIO MANAGEMENT LLC$22M
- SCHRODER INVESTMENT MANAGEMENT GROUP$14M
- EXCHANGE TRADED CONCEPTS, LLC$8M
- BALYASNY ASSET MANAGEMENT L.P.$6M
- VANGUARD FIDUCIARY TRUST CO$5M
Full exits 12
- VANGUARD GROUP INC$64M
- Driehaus Capital Management LLC$15M
- COOPER CREEK PARTNERS MANAGEMENT LLC$11M
- CASTLEARK MANAGEMENT LLC$2M
- Verition Fund Management LLC$2M
- ARDSLEY ADVISORY PARTNERS LP$1M
Largest adds
- Swedbank AB$6M
- CITADEL ADVISORS LLC$4M
- GOLDMAN SACHS GROUP INC$3M
- MILLENNIUM MANAGEMENT LLC$2M
- PANAGORA ASSET MANAGEMENT INC$2M
- AMERICAN CENTURY COMPANIES INC$2M
Largest trims
- FIRST TRUST ADVISORS LP$27M
- WELLINGTON MANAGEMENT GROUP LLP$26M
- Grantham, Mayo, Van Otterloo & Co. LLC$11M
- BlackRock, Inc.$10M
- Granahan Investment Management, LLC$9M
- Invesco Ltd.$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,446,995 | $88M | 9.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,456,791 | $63M | 6.5% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 2,229,634 | $57M | 5.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,439,669 | $37M | 3.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,358,899 | $35M | 3.6% | 2026-Q1 |
| STATE STREET CORP added | 1,329,513 | $34M | 3.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,271,969 | $32M | 3.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,249,908 | $32M | 3.3% | 2026-Q1 |
| DNB Asset Management AS added | 902,286 | $23M | 2.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 845,869 | $22M | 2.2% | 2026-Q1 |
| GAGNON SECURITIES LLC added | 840,063 | $21M | 2.2% | 2026-Q1 |
| Handelsbanken Fonder AB added | 815,153 | $21M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 792,853 | $20M | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 670,622 | $17M | 1.8% | 2026-Q1 |
| Swedbank AB added | 645,000 | $16M | 1.7% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 630,073 | $16M | 1.7% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 555,334 | $14M | 1.5% | 2026-Q1 |
| Legal & General Group Plc added | 549,210 | $14M | 1.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 551,156 | $14M | 1.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 526,154 | $13M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 504,148 | $13M | 1.3% | 2026-Q1 |
| Bandera Partners LLC trimmed | 476,309 | $12M | 1.3% | 2026-Q1 |
| Gagnon Advisors, LLC | 472,798 | $12M | 1.3% | 2026-Q1 |
| Redwood Grove Capital, LLC trimmed | 469,525 | $12M | 1.2% | 2026-Q1 |
| UBS Group AG added | 418,130 | $11M | 1.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 372,100 | $9M | 1.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 318,698 | $8M | 0.8% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 310,800 | $8M | 0.8% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 310,350 | $8M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 272,217 | $7M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 259,405 | $7M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 252,592 | $6M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 252,340 | $6M | 0.7% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 227,505 | $6M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC added | 225,628 | $6M | 0.6% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 215,244 | $5M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 213,336 | $5M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 211,306 | $5M | 0.6% | 2026-Q1 |
| Rock Point Advisors, LLC added | 211,135 | $5M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 201,407 | $5M | 0.5% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 184,935 | $5M | 0.5% | 2026-Q1 |
| Guinness Asset Management LTD added | 186,932 | $5M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 174,010 | $4M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 152,169 | $4M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 150,521 | $4M | 0.4% | 2026-Q1 |
| Erste Asset Management GmbH added | 146,394 | $4M | 0.4% | 2026-Q1 |
| HUSSMAN STRATEGIC ADVISORS, INC. added | 126,000 | $3M | 0.3% | 2026-Q1 |
| CONNORS INVESTOR SERVICES INC added | 125,606 | $3M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 125,441 | $3M | 0.3% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 123,646 | $3M | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 125,114 | $3M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 116,416 | $3M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 107,667 | $3M | 0.3% | 2026-Q1 |
| KBC Group NV added | 97,905 | $2M | 0.3% | 2026-Q1 |
| Penn Capital Management Company, LLC trimmed | 81,041 | $2M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 79,732 | $2M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 78,876 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 71,621 | $2M | 0.2% | 2026-Q1 |
| Clean Yield Group added | 66,461 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 65,100 | $2M | 0.2% | 2026-Q1 |
| Amundi added | 59,006 | $2M | 0.2% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 56,585 | $1M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 56,154 | $1M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 52,876 | $1M | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 50,311 | $1M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC added | 49,086 | $1M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 48,969 | $1M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 47,712 | $1M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 45,474 | $1M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 44,146 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 37,340 | $1M | 0.1% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 41,183 | $1M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 40,504 | $1M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 38,740 | $988K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 37,737 | $962K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 35,631 | $909K | 0.1% | 2026-Q1 |
| MOODY NATIONAL BANK TRUST DIVISION trimmed | 35,461 | $904K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 34,108 | $870K | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 33,937 | $865K | 0.1% | 2026-Q1 |
| Counterpoint Mutual Funds LLC trimmed | 30,859 | $787K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,178,965 | $64M | 6.6% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 504,658 | $15M | 1.5% | 2025-Q4 stale |
| COOPER CREEK PARTNERS MANAGEMENT LLC added | 391,957 | $11M | 1.2% | 2025-Q4 stale |
| Portolan Capital Management, LLC new | 174,903 | $6M | 0.6% | 2025-Q3 stale |
| NORGES BANK added | 120,060 | $5M | 0.5% | 2025-Q3 stale |
| CenterBook Partners LP new | 318,675 | $4M | 0.4% | 2025-Q1 stale |
| Pier Capital, LLC new | 104,380 | $4M | 0.4% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 205,191 | $3M | 0.3% | 2025-Q2 stale |
| Shellback Capital, LP new | 92,580 | $3M | 0.3% | 2025-Q3 stale |
| KINGDON CAPITAL MANAGEMENT, L.L.C. added | 200,000 | $3M | 0.3% | 2025-Q2 stale |
| CAXTON ASSOCIATES LLP new | 151,437 | $2M | 0.2% | 2025-Q2 stale |
| CASTLEARK MANAGEMENT LLC trimmed | 73,710 | $2M | 0.2% | 2025-Q4 stale |
| Verition Fund Management LLC added | 68,019 | $2M | 0.2% | 2025-Q4 stale |
| ARDSLEY ADVISORY PARTNERS LP | 50,000 | $1M | 0.2% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 42,423 | $1M | 0.1% | 2025-Q3 stale |
| NATIXIS added | 74,600 | $897K | 0.1% | 2025-Q1 stale |
| Graham Capital Management, L.P. added | 73,942 | $893K | 0.1% | 2025-Q1 stale |
| Walleye Capital LLC added | 29,780 | $872K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd added | 28,133 | $824K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 66,445 | $802K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.