Who owns Ameresco (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-Q2 13F filings (latest filed 2026-09-22). 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
48 tracked funds added or opened AMRC while 36 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 175 tracked filers holding AMRC, 96 increased or opened the position and 96 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 7
- MACKENZIE FINANCIAL CORP$10M
- JCP Investment Management, LLC$9M
- Raiffeisen Bank International AG$3M
- Engineers Gate Manager LP$1M
- Fideuram Asset Management (Ireland) dac$797K
- Hartree Partners, LP$690K
Full exits 14
- Handelsbanken Fonder AB$21M
- BALYASNY ASSET MANAGEMENT L.P.$6M
- DekaBank Deutsche Girozentrale$5M
- KBC Group NV$2M
- MARSHALL WACE, LLP$2M
- JANE STREET GROUP, LLC$2M
Largest adds
- MILLENNIUM MANAGEMENT LLC$35M
- BlackRock, Inc.$11M
- STATE STREET CORP$10M
- UBS Group AG$9M
- AMERICAN CENTURY COMPANIES INC$9M
- SCHRODER INVESTMENT MANAGEMENT GROUP$8M
Largest trims
- Granahan Investment Management, LLC$15M
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$5M
- ROYCE & ASSOCIATES LP$4M
- Empowered Funds, LLC$4M
- CITADEL ADVISORS LLC$3M
- GOLDMAN SACHS GROUP INC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,374,767 | $93M | 9.9% | 2026-Q2 |
| BlackRock, Inc. added | 2,651,574 | $73M | 7.8% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 2,030,950 | $56M | 6.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,601,338 | $44M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 1,601,127 | $44M | 4.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,487,282 | $41M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,430,762 | $39M | 4.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,258,266 | $35M | 3.7% | 2026-Q2 |
| DNB Asset Management AS added | 1,025,498 | $28M | 3.0% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 998,183 | $28M | 2.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 914,162 | $25M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 862,848 | $24M | 2.5% | 2026-Q2 |
| GAGNON SECURITIES LLC trimmed | 826,562 | $23M | 2.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 818,839 | $22M | 2.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 798,121 | $22M | 2.4% | 2026-Q2 |
| Legal & General Group Plc added | 796,268 | $22M | 2.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 749,081 | $21M | 2.2% | 2026-Q2 |
| UBS Group AG added | 726,028 | $20M | 2.1% | 2026-Q2 |
| Swedbank AB added | 718,000 | $20M | 2.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 648,022 | $18M | 1.9% | 2026-Q2 |
| Redwood Grove Capital, LLC added | 543,525 | $15M | 1.6% | 2026-Q2 |
| Bandera Partners LLC | 476,309 | $12M | 1.3% | 2026-Q2 |
| Gagnon Advisors, LLC | 472,798 | $13M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 418,879 | $12M | 1.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 371,053 | $10M | 1.1% | 2026-Q2 |
| JCP Investment Management, LLC added | 339,000 | $9M | 1.0% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 320,568 | $9M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 318,835 | $9M | 0.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 300,100 | $8M | 0.9% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 295,419 | $8M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 293,011 | $8M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 267,385 | $7M | 0.8% | 2026-Q2 |
| Rock Point Advisors, LLC added | 211,765 | $6M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 205,721 | $6M | 0.6% | 2026-Q2 |
| Guinness Asset Management LTD added | 193,399 | $5M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 186,919 | $5M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 175,755 | $5M | 0.5% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 161,241 | $4M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 142,606 | $4M | 0.4% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 135,058 | $4M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 124,562 | $3M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 122,915 | $3M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 119,878 | $3M | 0.4% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. trimmed | 105,000 | $3M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 101,358 | $3M | 0.3% | 2026-Q2 |
| Raiffeisen Bank International AG new | 100,000 | $3M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 95,034 | $3M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 94,043 | $3M | 0.3% | 2026-Q2 |
| Erste Asset Management GmbH trimmed | 91,224 | $2M | 0.3% | 2026-Q2 |
| CONNORS INVESTOR SERVICES INC trimmed | 90,342 | $2M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 76,600 | $2M | 0.2% | 2026-Q2 |
| Clean Yield Group added | 69,317 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 65,648 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 64,700 | $2M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 63,769 | $2M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 62,709 | $2M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 60,911 | $2M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 54,021 | $1M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 53,616 | $1M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 52,274 | $1M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 52,266 | $1M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 50,501 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 48,092 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 47,464 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 42,531 | $1M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 42,010 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 41,568 | $1M | 0.1% | 2026-Q2 |
| IRONWOOD INVESTMENT MANAGEMENT LLC added | 41,372 | $1M | 0.1% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD | 41,183 | $1M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 40,714 | $1M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 40,568 | $1M | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 38,680 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 37,340 | $952K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 36,965 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 34,856 | $962K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 34,720 | $958K | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 31,823 | $878K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 30,703 | $816K | 0.1% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac added | 30,000 | $797K | 0.1% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 28,341 | $782K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 27,582 | $761K | 0.1% | 2026-Q2 |
| CoreCommodity Management, LLC added | 25,818 | $713K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 25,507 | $704K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 25,180 | $695K | 0.1% | 2026-Q2 |
| Hartree Partners, LP new | 25,000 | $690K | 0.1% | 2026-Q2 |
| Inspire Investing, LLC added | 24,853 | $686K | 0.1% | 2026-Q2 |
| Granahan Investment Management, LLC trimmed | 23,622 | $652K | 0.1% | 2026-Q2 |
| Kuhn & Co Investment Counsel | 22,650 | $625K | 0.1% | 2026-Q2 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV added | 22,433 | $619K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 21,758 | $601K | 0.1% | 2026-Q2 |
| Counterpoint Mutual Funds LLC trimmed | 20,322 | $561K | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 20,036 | $553K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 19,271 | $532K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 17,823 | $492K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 17,036 | $467K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 15,553 | $429K | 0.0% | 2026-Q2 |
| Creative Planning added | 15,214 | $420K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC new | 15,048 | $415K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 14,292 | $394K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 13,875 | $383K | 0.0% | 2026-Q2 |
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.