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Institutional Ownership · SEC Form 13F

Who owns Montrose Environmental Group (MEG)


Which tracked institutional funds hold MEG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MEG 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.

150
Institutional holders
36M
Shares held (tracked funds)

How the tape is positioned

31 tracked funds added or opened MEG while 49 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

MEG’s largest tracked holder by dollar value, BlackRock, Inc., 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 gap the other way — the median holder sizes MEG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MEG 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 150 tracked filers holding MEG, 87 increased or opened the position and 95 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 MEG 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 12

  • Corvex Management LP$36M
  • NOMURA HOLDINGS INC$25M
  • Assenagon Asset Management S.A.$7M
  • Private Capital Management, LLC$6M
  • Penn Capital Management Company, LLC$3M
  • NEXPOINT ASSET MANAGEMENT, L.P.$2M

Full exits 21

  • Amundi$19M
  • JANUS HENDERSON GROUP PLC$19M
  • DekaBank Deutsche Girozentrale$11M
  • FRED ALGER MANAGEMENT, LLC$8M
  • PEREGRINE CAPITAL MANAGEMENT LLC$6M
  • JANE STREET GROUP, LLC$3M

Largest adds

  • FMR LLC$17M
  • UBS Group AG$14M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$9M
  • ALLIANCEBERNSTEIN L.P.$5M
  • ArrowMark Colorado Holdings LLC$4M
  • CenterBook Partners LP$2M

Largest trims

  • ALGERT GLOBAL LLC$12M
  • Avalon Trust Co$9M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8M
  • Summit Creek Advisors LLC$6M
  • PRINCIPAL FINANCIAL GROUP INC$4M
  • BAMCO INC /NY/$4M

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,274,887$66M6.8%2026-Q2
BAMCO INC /NY/ trimmed2,137,406$43M4.5%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added2,097,249$42M4.4%2026-Q2
GOLDMAN SACHS GROUP INC trimmed1,930,869$39M4.0%2026-Q2
Corvex Management LP new1,770,000$36M3.7%2026-Q2
ALLIANCEBERNSTEIN L.P. added1,490,124$33M3.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,453,439$29M3.0%2026-Q2
FMR LLC added1,443,390$29M3.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed1,252,138$25M2.6%2026-Q2
NOMURA HOLDINGS INC new1,249,241$25M2.6%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed1,244,046$25M2.6%2026-Q2
ROYCE & ASSOCIATES LP added1,094,077$22M2.3%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,004,066$20M2.1%2026-Q2
UBS Group AG added927,315$19M1.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added869,267$18M1.8%2026-Q2
Legal & General Group Plc added817,998$17M1.7%2026-Q2
STATE STREET CORP added798,858$16M1.7%2026-Q2
TRUIST FINANCIAL CORP trimmed792,718$16M1.7%2026-Q2
Stephens Investment Management Group LLC added736,768$15M1.5%2026-Q2
MORGAN STANLEY added618,246$12M1.3%2026-Q2
MILLENNIUM MANAGEMENT LLC added441,155$9M0.9%2026-Q2
NORTHERN TRUST CORP added401,858$8M0.8%2026-Q2
Allspring Global Investments Holdings, LLC trimmed383,435$8M0.8%2026-Q2
Assenagon Asset Management S.A. added357,776$7M0.7%2026-Q2
ArrowMark Colorado Holdings LLC added339,464$7M0.7%2026-Q2
Fisher Asset Management, LLC trimmed332,025$7M0.7%2026-Q2
Private Capital Management, LLC new297,305$6M0.6%2026-Q2
Russell Investments Group, Ltd. added294,923$6M0.6%2026-Q2
TUDOR INVESTMENT CORP ET AL added285,428$6M0.6%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed280,914$6M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed276,662$6M0.6%2026-Q2
Summit Creek Advisors LLC trimmed274,713$6M0.6%2026-Q2
CenterBook Partners LP added264,299$5M0.6%2026-Q2
Granahan Investment Management, LLC added259,703$5M0.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed239,951$5M0.5%2026-Q2
VANGUARD FIDUCIARY TRUST CO added221,229$4M0.5%2026-Q2
Raiffeisen Bank International AG added200,000$4M0.4%2026-Q2
Invesco Ltd. added197,296$4M0.4%2026-Q2
CITADEL ADVISORS LLC trimmed182,185$4M0.4%2026-Q2
PANAGORA ASSET MANAGEMENT INC added181,929$4M0.4%2026-Q2
Global Alpha Capital Management Ltd. added173,335$4M0.4%2026-Q2
BLAIR WILLIAM & CO/IL trimmed173,037$3M0.4%2026-Q2
Nuveen, LLC trimmed158,617$3M0.3%2026-Q2
OP Asset Management Ltd156,157$3M0.3%2026-Q2
Penn Capital Management Company, LLC new138,744$3M0.3%2026-Q2
Rockefeller Capital Management L.P. added131,010$3M0.3%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB added124,250$2M0.3%2026-Q2
NEXPOINT ASSET MANAGEMENT, L.P. added110,353$2M0.2%2026-Q2
Bank of New York Mellon Corp added106,721$2M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed102,024$2M0.2%2026-Q2
XTX Topco Ltd added101,274$2M0.2%2026-Q2
Conestoga Capital Advisors, LLC added96,555$2M0.2%2026-Q2
CITIGROUP INC trimmed95,465$2M0.2%2026-Q2
Empowered Funds, LLC new85,054$2M0.2%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC new85,054$2M0.2%2026-Q2
SEI INVESTMENTS CO trimmed78,853$2M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed68,979$1M0.1%2026-Q2
Swiss National Bank added67,100$1M0.1%2026-Q2
Caption Management, LLC added63,807$1M0.1%2026-Q2
Holcombe Financial, Inc. added63,221$1M0.1%2026-Q2
ALGERT GLOBAL LLC trimmed58,442$1M0.1%2026-Q2
IQ EQ FUND MANAGEMENT (IRELAND) Ltd added57,781$1M0.1%2026-Q2
Cladis Investment Advisory, LLC added56,800$1M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added56,242$1M0.1%2026-Q2
Creative Planning added55,364$1M0.1%2026-Q2
Avalon Trust Co trimmed51,172$1M0.1%2026-Q2
RHUMBLINE ADVISERS added51,129$1M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed47,570$961K0.1%2026-Q2
JUPITER ASSET MANAGEMENT LTD added43,026$870K0.1%2026-Q2
FRANKLIN RESOURCES INC added42,766$864K0.1%2026-Q2
DEUTSCHE BANK AG\ added41,402$837K0.1%2026-Q2
MACQUARIE GROUP LTD trimmed1,844,632$51M5.2%2025-Q3 stale (3 quarters behind)
VANGUARD GROUP INC added1,986,620$49M5.1%2025-Q4 stale (2 quarters behind)
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed1,310,251$36M3.7%2025-Q3 stale (3 quarters behind)
Amundi added880,032$19M2.0%2026-Q1 stale (1 quarter behind)
JANUS HENDERSON GROUP PLC added867,042$19M2.0%2026-Q1 stale (1 quarter behind)
DekaBank Deutsche Girozentrale505,697$11M1.1%2026-Q1 stale (1 quarter behind)
SILVERCREST ASSET MANAGEMENT GROUP LLC added354,434$9M0.9%2025-Q4 stale (2 quarters behind)
FRED ALGER MANAGEMENT, LLC trimmed387,994$8M0.9%2026-Q1 stale (1 quarter behind)
WELLINGTON MANAGEMENT GROUP LLP added271,341$6M0.6%2025-Q2 stale (4 quarters behind)
PEREGRINE CAPITAL MANAGEMENT LLC trimmed268,781$6M0.6%2026-Q1 stale (1 quarter behind)
Cubist Systematic Strategies, LLC added133,848$4M0.4%2025-Q3 stale (3 quarters behind)
JANE STREET GROUP, LLC added145,401$3M0.3%2026-Q1 stale (1 quarter behind)
MACKENZIE FINANCIAL CORP new134,451$3M0.3%2026-Q1 stale (1 quarter behind)
Lisanti Capital Growth, LLC new102,082$3M0.3%2025-Q3 stale (3 quarters behind)
MARSHALL WACE, LLP trimmed109,058$3M0.3%2025-Q4 stale (2 quarters behind)
ESSEX INVESTMENT MANAGEMENT CO LLC added111,473$2M0.3%2026-Q1 stale (1 quarter behind)
Granite Investment Partners, LLC trimmed71,687$2M0.2%2025-Q3 stale (3 quarters behind)
VAN ECK ASSOCIATES CORP trimmed61,513$2M0.2%2025-Q3 stale (3 quarters behind)
Qube Research & Technologies Ltd added69,504$2M0.2%2026-Q1 stale (1 quarter behind)
Point72 Asset Management, L.P. added49,800$1M0.1%2025-Q3 stale (3 quarters behind)
GSA CAPITAL PARTNERS LLP trimmed59,455$1M0.1%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP new54,565$1M0.1%2026-Q1 stale (1 quarter behind)
ExodusPoint Capital Management, LP trimmed53,532$1M0.1%2026-Q1 stale (1 quarter behind)
Trexquant Investment LP trimmed51,192$1M0.1%2026-Q1 stale (1 quarter behind)
CONGRESS ASSET MANAGEMENT CO new49,516$1M0.1%2026-Q1 stale (1 quarter behind)
HUSSMAN STRATEGIC ADVISORS, INC. new42,000$1M0.1%2025-Q4 stale (2 quarters behind)
Y-Intercept (Hong Kong) Ltd added36,079$896K0.1%2025-Q4 stale (2 quarters behind)
HARBOR CAPITAL ADVISORS, INC. added38,240$837K0.1%2026-Q1 stale (1 quarter behind)
Squarepoint Ops LLC trimmed36,485$799K0.1%2026-Q1 stale (1 quarter behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership