Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO)
CUSIP: 98944F109
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Class A Common Stock, par value $0.0001 per share
- Shares outstanding
- 33,106,170
- Total 13F shares
- 1,896,656
- Share change
- +320,304
- Total reported value
- $2,067,758
- Price per share
- $1.09
- Number of holders
- 31
- Value change
- +$333,502
- Number of buys
- 12
- Number of sells
- 8
Quarterly Holders Quick Answers
What is CUSIP 98944F109?
CUSIP 98944F109 identifies ZEO - Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 98944F109:
Top shareholders of ZEO - Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| LHX Intermediate, LLC |
13D/G
3/4/5
|
10%+ Owner |
30%
|
9,931,851
|
$16,387,554 | +$3,055,554 | 30 Oct 2025 | |
| Brandon Clarke Bridgewater |
3/4/5
|
CSO |
—
mixed-class rows
|
5,515,664
mixed-class rows
|
$3,120,000 | -$240,626 | 31 Dec 2025 | |
| Kalen Larsen |
3/4/5
|
COO |
—
mixed-class rows
|
5,515,664
mixed-class rows
|
$2,525,000 | -$147,033 | 31 Dec 2025 | |
| COWEN AND COMPANY, LLC |
13D/G
|
— |
2%
|
280,000
|
$2,156,000 | $0 | 31 Dec 2024 | |
| Adage Capital Management, L.P. |
13D/G
|
— |
3.2%
|
760,000
|
$1,915,200 | $0 | 30 Jun 2025 | |
| Timothy A. Bridgewater |
3/4/5
|
Chief Executive Officer, Director, 10%+ Owner |
—
mixed-class rows
|
9,735,500
mixed-class rows
|
$1,641,340 | — | 31 Dec 2025 | |
| PIPER SANDLER & CO. |
13F
|
Company |
2%
|
677,711
|
$914,910 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13D/G
13F
|
THE GOLDMAN SACHS GROUP, INC. · Company |
3.3%
|
411,433
|
$732,351 | $0 | 31 Dec 2024 | |
| CITIZENS FINANCIAL GROUP INC/RI |
13F
|
Company |
0.8%
|
266,175
|
$359,336 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.76%
|
252,565
|
$340,963 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.27%
|
90,509
|
$122,275 | — | 30 Sep 2025 | |
| K2 PRINCIPAL FUND, L.P. |
13F
|
Company |
5.5%
|
1,277,536
|
$63,877 | — | 30 Sep 2025 | |
| Groupe la Francaise |
13F
|
Individual |
0.13%
|
43,761
|
$59,077 | — | 30 Sep 2025 | |
| PERISCOPE CAPITAL INC. |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
481,200
|
$57,744 | — | 15 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.12%
|
38,900
|
$52,515 | — | 30 Sep 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
3.9%
|
915,973
|
$50,379 | — | 30 Sep 2025 | |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd |
13F
|
Company |
0.11%
|
37,249
|
$50,286 | — | 30 Sep 2025 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
0.09%
|
31,411
|
$42,405 | — | 30 Sep 2025 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
3.3%
|
760,000
|
$41,800 | — | 30 Sep 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.09%
|
28,181
|
$38,044 | — | 30 Sep 2025 | |
| Saba Capital Management, L.P. |
13F
|
Company |
3.1%
|
726,030
|
$36,156 | — | 30 Sep 2025 | |
| Taconic Capital Advisors LP |
13D/G
|
— |
1.5%
|
350,000
|
$35,000 | $0 | 31 Mar 2025 | |
| MISSION WEALTH MANAGEMENT, LP |
13F
|
Company |
0.07%
|
24,197
|
$32,666 | — | 30 Sep 2025 | |
| TORONTO DOMINION BANK |
13F
|
Company |
2.2%
|
515,806
|
$28,369 | — | 30 Sep 2025 | |
| Creative Planning |
13F
|
Company |
0.05%
|
17,278
|
$23,325 | — | 30 Sep 2025 | |
| Clear Street Group Inc. |
13F
|
Company |
1.6%
|
371,463
|
$20,430 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.04%
|
14,663
|
$19,795 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.04%
|
13,766
|
$18,584 | — | 30 Sep 2025 | |
| Sculptor Capital LP |
13F
|
Company |
1.6%
|
372,739
|
$18,562 | — | 30 Sep 2025 | |
| CREDIT INDUSTRIEL ET COMMERCIAL |
13F
|
Individual |
0.03%
|
10,845
|
$14,641 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.03%
|
10,459
|
$14,120 | — | 30 Sep 2025 | |
| Blue Owl Capital Holdings LP |
13F
|
Company |
1.1%
|
250,000
|
$13,750 | — | 30 Sep 2025 | |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
13F
|
Company |
1.1%
|
250,000
|
$13,750 | — | 30 Sep 2025 | |
| Verition Fund Management LLC |
13F
|
Company |
0.88%
|
206,324
|
$11,327 | — | 30 Sep 2025 | |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP |
13F
|
Company |
0.86%
|
200,000
|
$11,000 | — | 30 Sep 2025 | |
| MMCAP International Inc. SPC |
13F
|
Company |
0.84%
|
195,575
|
$10,757 | — | 30 Sep 2025 | |
| ARISTEIA CAPITAL, L.L.C. |
13F
|
Company |
0.84%
|
196,129
|
$9,767 | — | 30 Sep 2025 | |
| PICTON MAHONEY ASSET MANAGEMENT |
13F
|
Company |
0.75%
|
175,000
|
$9,000 | — | 30 Sep 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.65%
|
150,541
|
$8,279 | — | 30 Sep 2025 | |
| LMR Partners LLP |
13F
|
Company |
0.64%
|
150,000
|
$8,250 | — | 30 Sep 2025 | |
| MOORE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.54%
|
125,000
|
$6,875 | — | 30 Sep 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.54%
|
125,000
|
$6,863 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.01%
|
4,075
|
$5,501 | — | 30 Sep 2025 | |
| Calamos Advisors LLC |
13F
|
Company |
0.38%
|
87,500
|
$4,804 | — | 30 Sep 2025 | |
| Westchester Capital Management, LLC |
13F
|
Company |
0.37%
|
87,498
|
$4,804 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.01%
|
2,906
|
$3,923 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
2,846
|
$3,842 | — | 30 Sep 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.01%
|
2,241
|
$3,025 | — | 30 Sep 2025 | |
| Silver Rock Financial LP |
13F
|
Company |
0.21%
|
48,872
|
$2,688 | — | 30 Sep 2025 | |
| WHITEBOX ADVISORS LLC |
13F
|
Company |
0.2%
|
46,500
|
$2,558 | — | 30 Sep 2025 |
Institutional Holders of Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO) as of Q4 2025
As of 31 Dec 2025,
Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,896,656 shares.
The largest 10 holders included
PIPER SANDLER & CO., VANGUARD GROUP INC, CITIZENS FINANCIAL GROUP INC/RI, GEODE CAPITAL MANAGEMENT, LLC, Texas Capital Bank Wealth Management Services Inc, Groupe la Francaise, BlackRock, Inc., STATE STREET CORP, SHANDA ASSET MANAGEMENT HOLDINGS Ltd, and XTX Topco Ltd.
This page lists
31
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
30
Q4 2025 holders
31
Holder diff
1
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.