Zeo Energy Corp.
Zeo Energy Corp. (ZEO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ZEO · as of Sep 30, 2025
Ownership Breakdown
31
Institutional Holders
▲ 21 vs Q2
$2.15M
Total Inst. Value
▲ $317,377 vs Q2
55.22M
Shares Outstanding
freeFloat 49.91%
1.60M
13F Shares Held
▲ 962,414 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ZEO largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
PIPER SANDLER & CO. miscellaneous electrical machinery, equipment & supplies | 677.7K | 2.48% | 2.48% | $914.91M | Nov 12, 2025 | NEW |
CITIZENS FINANCIAL GROUP INC/RI miscellaneous electrical machinery, equipment & supplies | 266.2K | 97.47% | 97.47% | $359.34M | Oct 24, 2025 | NEW |
VANGUARD GROUP INC miscellaneous electrical machinery, equipment & supplies | 252.6K | 92.49% | 92.49% | $340.96M | Nov 7, 2025 | ▼ 105.9K |
GEODE CAPITAL MANAGEMENT, LLC miscellaneous electrical machinery, equipment & supplies | 90.5K | 33.14% | 33.14% | $122.28M | Nov 12, 2025 | ▼ 83.2K |
GROUPE LA FRANCAISE miscellaneous electrical machinery, equipment & supplies | 43.8K | 16.03% | 16.03% | $59.08M | Nov 13, 2025 | NEW |
STATE STREET CORP miscellaneous electrical machinery, equipment & supplies | 38.9K | 14.25% | 14.25% | $52.52M | Nov 14, 2025 | — held |
SHANDA ASSET MANAGEMENT HOLDINGS LTD miscellaneous electrical machinery, equipment & supplies | 37.2K | 13.64% | 13.64% | $50.29M | Nov 14, 2025 | NEW |
U.S. CAPITAL WEALTH ADVISORS, LLC miscellaneous electrical machinery, equipment & supplies | 31.4K | 11.50% | 11.50% | $42.41M | Oct 9, 2025 | NEW |
XTX TOPCO LTD miscellaneous electrical machinery, equipment & supplies | 28.2K | 10.32% | 10.32% | $38.04M | Nov 14, 2025 | NEW |
MISSION WEALTH MANAGEMENT, LP miscellaneous electrical machinery, equipment & supplies | 24.2K | 8.86% | 8.86% | $32.67M | Nov 4, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
3
Increased
+4.5K shares23
New Positions
first time holders3
Decreased
−190.0K shares3
Sold Out
fully exitedNet shares change (top 50)
185.5K
+4.5K / −190.0K
Net new holders
+20
23 new / 3 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ZEO insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
5
Sell transactions
0.20
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Bridgewater Brandon CSO | Dec 10, 2025 | Sale | 4,540 | $1.15 | $5.2K | 2.86M | Form 4 ↗ |
Bridgewater Brandon CSO | Dec 11, 2025 | Sale | 32,669 | $1.16 | $37.8K | 2.83M | Form 4 ↗ |
Bridgewater Brandon CSO | Dec 10, 2025 | Sale | 4,540 | $1.15 | $5.2K | 2.91M | Form 4 ↗ |
Bridgewater Brandon CSO | Dec 11, 2025 | Sale | 32,669 | $1.16 | $37.8K | 2.88M | Form 4 ↗ |
Bridgewater Brandon CSO | Dec 8, 2025 | Sale | 24,490 | $1.20 | $29.4K | 2.93M | Form 4 ↗ |
Bridgewater Brandon CSO | Dec 9, 2025 | Sale | 18,191 | $1.16 | $21.1K | 2.91M | Form 4 ↗ |
LHX Intermediate, LLC 10 percent owner | Oct 30, 2025 | C-Conversion | 1,851,851 | $4000000.00 | $7407.40B | 9.93M | Form 4 ↗ |
LHX Intermediate, LLC 10 percent owner | Oct 30, 2025 | C-Conversion | 0 | $1.35 | $0 | 0 | Form 4 ↗ |
LHX Intermediate, LLC 10 percent owner | Dec 24, 2024 | J-Other | 0 | $1.35 | $0 | 1.85M | Form 4 ↗ |
Larsen Kalen COO | Sep 3, 2025 | Sale | 26,636 | $1.61 | $42.9K | 2.41M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Zeo Energy Corp. (ZEO) is primarily owned by institutional investors, who hold approximately 2.9% of total shares outstanding. Company insiders own approximately 50.09%, while retail and public investors account for the remaining 47.02%.
The largest institutional shareholder of Zeo Energy Corp. is PIPER SANDLER & CO., holding approximately 677,711 shares — equal to 2.48% of outstanding shares — as of September 30, 2025.
A total of 31 institutional investors currently hold ZEO stock, with a combined institutional value of approximately $2,154,502 as of the most recent 13F filing period.
Frequently asked questions
ZEO ownershipZeo Energy Corp. (ZEO) is primarily owned by institutional investors, who hold approximately 2.9% of shares. The largest shareholder is PIPER SANDLER & CO. with a 2.48% stake. Company insiders hold 50.09%. Data sourced from SEC Form 13F as of September 30, 2025.