$ZEO

$0.26 -$0.01 (3.21%) Close

$ZEO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 13.3M shares outstanding

Who owns ZEO?

By type of holder

Institutions 65.4% Insiders 0.0% Everyone else 34.6%

Concentration Top 10 holders own 191.5%

White Oak Global Advisors LLC 74.9% · LHX Intermediate, LLC 74.9%

Institutional ownership

65.4%

-1.7 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

−227.8K

by institutions in Q2 2026

New / sold out

4 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Blue Owl Capital Holdings LP NEW +250.0K
UBS Group AG +114.4K

Biggest sellers in Q2 2026

Piper Sandler & Co. SOLD OUT −507.5K
Texas Capital Bank Wealth Management Services Inc SOLD OUT −70.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.03M

5 notices from 3 people

Shares covered

3.0M

22.34% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Guy Gianluca 10% stockholder $3.13M
Bridgewater Brandon Officer $492K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2024

+454.7%

+454.69% a year

Each share's claim on the business

−82.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$273M vs $7.7M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years3% 1–3 years81% Under 1 year16%

Quarterly turnover

6.5%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting ZEO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
KP K2 Principal Fund, L.P.	1.3M	9.64%	Unchanged	2024	0.0%
Shares held by quarter Peak holding1.4M (Q3'24) Change over 8 quarters−93.9K Share of the company9.640% K2 Principal Fund, L.P.'s full portfolio →
PA Polar Asset Management Partners Inc.	916.0K	6.91%	Unchanged	2024	0.0%
Shares held by quarter Peak holding916.0K (Q3'24) Change over 8 quarters0 Share of the company6.910% Polar Asset Management Partners Inc.'s full portfolio →

K2 Principal Fund, L.P.

1.3M

% of company

9.64%

Change vs last qtr

Unchanged

Held since

2024

Polar Asset Management Partners Inc.

916.0K

% of company

6.91%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Zeo Energy Corp., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ZEO on Form N-PORT; together they hold 4.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$225K	340.3K	2.57%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$53.7K	81.3K	0.61%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$225K

% of company

2.57%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$53.7K

% of company

0.61%

% of the fund

0.00%

As of

June 30, 2026

8 more funds behind a free account

See every fund holding Zeo Energy Corp. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WO White Oak Global Advisors LLC 5%+ holder 13D · 30.0%	9.9M	74.94%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company74.940% Disclosed stake13D · 30.0% View the 13D/G filing →
LI LHX Intermediate, LLC 5%+ holder 13D · 30.0%	9.9M	74.94%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company74.940% Disclosed stake13D · 30.0% View the 13D/G filing →

White Oak Global Advisors LLC

5%+ holder13D · 30.0%

9.9M

% of company

74.94%

Change vs last qtr

—

Held since

—

LHX Intermediate, LLC

5%+ holder13D · 30.0%

9.9M

% of company

74.94%

Change vs last qtr

—

Held since

—

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