Skip to content
Esta página está disponible en españolCambiar →
GestorLensSign up

Ameresco (AMRC): which funds own it

Industrials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow AMRC for free
Share

Sections with a free account

3 concentrated managers hold it with a median weight of 4.3%. 4 officers or directors bought in 6 months.

Who owns Ameresco?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the Class A shares: Sakellaris George P (13G/A filed Jan 31, 2025), Wellington Management Group LLP (13G/A filed May 15, 2026), Grantham, Mayo, Van Otterloo (13G/A filed Feb 10, 2026), Dimensional Fund Advisors (13G filed Oct 8, 2026) and Gagnon Securities (13G filed Aug 27, 2026). As of Jun 30, 2026, the largest holders of Class A reported on Form 13F were Wellington Management Group LLP (9.7% of Class A), BlackRock (7.6%) and Grantham, Mayo, Van Otterloo (5.8%).

Which institutions hold the most Ameresco shares?

Per Form 13F filings as of Jun 30, 2026, as a share of Class A:

  1. 1. Wellington Management Group LLP: 9.7%
  2. 2. BlackRock: 7.6%
  3. 3. Grantham, Mayo, Van Otterloo: 5.8%
  4. 4. Dimensional Fund Advisors: 4.6%
  5. 5. State Street: 4.6%
  6. 6. Millennium Management: 4.3%
  7. 7. Vanguard Capital Management: 4.1%
  8. 8. D. E. Shaw: 3.6%
  9. 9. DNB Asset Management AS: 2.9%
  10. 10. Royce & Associates: 2.9%

How much of Ameresco do institutions own?

The 182 institutions that file 13F reported 99.4% of the Class A shares as of Jun 30, 2026.

Sources:13G/A by Sakellaris George P (Jan 31, 2025) ↗13G/A by Wellington Management Group LLP (May 15, 2026) ↗13G/A by Grantham, Mayo, Van Otterloo (Feb 10, 2026) ↗13G by Dimensional Fund Advisors (Oct 8, 2026) ↗13G by Gagnon Securities (Aug 27, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the Class A shares outstanding on the cover of the company's latest report before the quarter end (May 1, 2026). Entities of the same group file separately and are not added up. With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Ameresco revenue

Ameresco reported annual revenue of $1.77 billion for fiscal year 2024 (year ended December 31, 2024), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
3
All 13F: 183
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$27.6
+8.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (3 → 3): 0 opened · 0 exited = 0

Net flow in the quarter: +$1.7M (+60 K shares) · bought $2.0M and sold $373KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

The set of concentrated managers changed between quarters: with the set as it was then, 2 held it last quarter (the chart point); with today's set, 3 (the base for the change).

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of AMRC (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Balance sheet only, for now. We do not have this company's 12-month figures yet (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once they are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$138M
Total debt
$2.0 bn
Net debt
$1.8 bn
Shareholders' equity
$1.2 bn

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
4
Amount (6 m)
$1.9M
CEO/CFO bought (12 m)
Yes

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Sep 10, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Aug 19, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Aug 19, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Ameresco Announces Departure of Chief Financial Officer»

  • Jul 27, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Ameresco Appoints Brian Cox to Board of Directors»

  • Jun 8, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • May 4, 2026Routinefiling ↗

    Unregistered sale of equity securities (Item 3.02)

    «Ameresco Reports First Quarter 2026 Financial Results»

  • Mar 31, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Ameresco Announces Executive Appointments to Drive Growth and Strengthen Operations»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Industrials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Industrials →

Follow AMRC for free

If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

Follow AMRC