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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,274,887 | $66M | 6.8% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 2,137,406 | $43M | 4.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 2,097,249 | $42M | 4.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,930,869 | $39M | 4.0% | 2026-Q2 |
| Corvex Management LP new | 1,770,000 | $36M | 3.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,490,124 | $33M | 3.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,453,439 | $29M | 3.0% | 2026-Q2 |
| FMR LLC added | 1,443,390 | $29M | 3.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,252,138 | $25M | 2.6% | 2026-Q2 |
| NOMURA HOLDINGS INC new | 1,249,241 | $25M | 2.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,244,046 | $25M | 2.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,094,077 | $22M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,004,066 | $20M | 2.1% | 2026-Q2 |
| UBS Group AG added | 927,315 | $19M | 1.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 869,267 | $18M | 1.8% | 2026-Q2 |
| Legal & General Group Plc added | 817,998 | $17M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 798,858 | $16M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 792,718 | $16M | 1.7% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 736,768 | $15M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 618,246 | $12M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 441,155 | $9M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 401,858 | $8M | 0.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 383,435 | $8M | 0.8% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 357,776 | $7M | 0.7% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC added | 339,464 | $7M | 0.7% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 332,025 | $7M | 0.7% | 2026-Q2 |
| Private Capital Management, LLC new | 297,305 | $6M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 294,923 | $6M | 0.6% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 285,428 | $6M | 0.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 280,914 | $6M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 276,662 | $6M | 0.6% | 2026-Q2 |
| Summit Creek Advisors LLC trimmed | 274,713 | $6M | 0.6% | 2026-Q2 |
| CenterBook Partners LP added | 264,299 | $5M | 0.6% | 2026-Q2 |
| Granahan Investment Management, LLC added | 259,703 | $5M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 239,951 | $5M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 221,229 | $4M | 0.5% | 2026-Q2 |
| Raiffeisen Bank International AG added | 200,000 | $4M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 197,296 | $4M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 182,185 | $4M | 0.4% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 181,929 | $4M | 0.4% | 2026-Q2 |
| Global Alpha Capital Management Ltd. added | 173,335 | $4M | 0.4% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 173,037 | $3M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 158,617 | $3M | 0.3% | 2026-Q2 |
| OP Asset Management Ltd | 156,157 | $3M | 0.3% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 138,744 | $3M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 131,010 | $3M | 0.3% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 124,250 | $2M | 0.3% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. added | 110,353 | $2M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 106,721 | $2M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 102,024 | $2M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 101,274 | $2M | 0.2% | 2026-Q2 |
| Conestoga Capital Advisors, LLC added | 96,555 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 95,465 | $2M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC new | 85,054 | $2M | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 85,054 | $2M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 78,853 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 68,979 | $1M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 67,100 | $1M | 0.1% | 2026-Q2 |
| Caption Management, LLC added | 63,807 | $1M | 0.1% | 2026-Q2 |
| Holcombe Financial, Inc. added | 63,221 | $1M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 58,442 | $1M | 0.1% | 2026-Q2 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd added | 57,781 | $1M | 0.1% | 2026-Q2 |
| Cladis Investment Advisory, LLC added | 56,800 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 56,242 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 55,364 | $1M | 0.1% | 2026-Q2 |
| Avalon Trust Co trimmed | 51,172 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 51,129 | $1M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 47,570 | $961K | 0.1% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 43,026 | $870K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 42,766 | $864K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 41,402 | $837K | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD trimmed | 1,844,632 | $51M | 5.2% | 2025-Q3 stale (3 quarters behind) |
| VANGUARD GROUP INC added | 1,986,620 | $49M | 5.1% | 2025-Q4 stale (2 quarters behind) |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 1,310,251 | $36M | 3.7% | 2025-Q3 stale (3 quarters behind) |
| Amundi added | 880,032 | $19M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| JANUS HENDERSON GROUP PLC added | 867,042 | $19M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| DekaBank Deutsche Girozentrale | 505,697 | $11M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 354,434 | $9M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| FRED ALGER MANAGEMENT, LLC trimmed | 387,994 | $8M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| WELLINGTON MANAGEMENT GROUP LLP added | 271,341 | $6M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 268,781 | $6M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cubist Systematic Strategies, LLC added | 133,848 | $4M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC added | 145,401 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MACKENZIE FINANCIAL CORP new | 134,451 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Lisanti Capital Growth, LLC new | 102,082 | $3M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| MARSHALL WACE, LLP trimmed | 109,058 | $3M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 111,473 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Granite Investment Partners, LLC trimmed | 71,687 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| VAN ECK ASSOCIATES CORP trimmed | 61,513 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Qube Research & Technologies Ltd added | 69,504 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. added | 49,800 | $1M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 59,455 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 54,565 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ExodusPoint Capital Management, LP trimmed | 53,532 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Trexquant Investment LP trimmed | 51,192 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CONGRESS ASSET MANAGEMENT CO new | 49,516 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HUSSMAN STRATEGIC ADVISORS, INC. new | 42,000 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Y-Intercept (Hong Kong) Ltd added | 36,079 | $896K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HARBOR CAPITAL ADVISORS, INC. added | 38,240 | $837K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Squarepoint Ops LLC trimmed | 36,485 | $799K | 0.1% | 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.
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.