Fund shareholders of Ameresco Inc
ISIN US02361E1082 · United States · LEI 529900NZXZGBCBXYY327
- Fund shareholders
- 195
- Of which ETFs
- 51 144 other funds
- Value held
- ≈ 396.6M $ 358.6M $ · 361.3M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,041,295 | 28.7M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 856,237 | 23.6M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Hållbar Energi Handelsbanken Fonder AB | 815,153 | 198M SEK | 1.16 % | as of Mar 31, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 672,080 | 14.2M $ | 0.49 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur USA Swedbank Robur Fonder AB | 645,000 | 156.7M SEK | 0.93 % | as of Mar 31, 2026 ↗ |
| GMO Resources Fund GMO TRUST | 555,885 | 20M $ | 1.54 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 550,281 | 15.2M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| GMO Climate Change Fund GMO TRUST | 526,763 | 19M $ | 2.79 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 395,969 | 14.2M $ | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 380,327 | 10.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 358,764 | 7.6M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 356,768 | 9.8M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 341,095 | 7.2M $ | 1.07 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 327,105 | 6.9M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Range Nuclear Renaissance Index ETF EXCHANGE TRADED CONCEPTS TRUST | 322,140 | 11.6M $ | 1.30 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 309,031 | 8.5M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 277,559 | 7.7M $ | 0.54 % | as of Jun 30, 2026 ↗ |
| Invesco WilderHill Clean Energy ETF Invesco Exchange-Traded Fund Trust | 253,897 | 5.3M $ | 1.27 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 245,526 | 6.8M $ | 2.71 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 241,189 | 6.7M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 221,977 | 6.1M $ | 1.30 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 202,236 | 4.3M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| NYLIM WMC Small Companies Fund NYLIM FUNDS TRUST | 179,840 | 3.8M $ | 1.10 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 168,283 | 3.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 165,104 | 5.9M $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 159,033 | 5.7M $ | 0.01 % | as of May 31, 2026 ↗ |
| NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST | 154,252 | 4.3M $ | 0.99 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 153,838 | 3.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 149,198 | 3.1M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 145,916 | 5.3M $ | 0.02 % | as of May 31, 2026 ↗ |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 140,778 | 3.9M $ | 1.30 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 125,503 | 2.6M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 124,538 | 2.6M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| GMO Resource Transition Fund GMO TRUST | 122,290 | 4.4M $ | 2.27 % | as of May 31, 2026 ↗ |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 106,000 | 2.9M $ | 1.23 % | as of Jun 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 102,078 | 2.8M $ | 1.06 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 101,455 | 2.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 100,000 | 2.8M $ | 0.79 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 97,472 | 2.7M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 97,277 | 2.7M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 94,819 | 2M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 87,093 | 1.8M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| First Trust NASDAQ Clean Edge Green Energy Index Fund First Trust Exchange-Traded Fund | 86,568 | 2.4M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 79,706 | 1.7M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 70,770 | 2M $ | 0.46 % | as of Jun 30, 2026 ↗ |
| Fidelity Clean Energy ETF Fidelity Covington Trust | 62,398 | 1.7M $ | 1.12 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 61,413 | 2.2M $ | 0.13 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 61,320 | 1.7M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 57,329 | 2.1M $ | 0.00 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 57,264 | 1.2M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| ALPS Clean Energy ETF ALPS ETF TRUST | 50,925 | 1.8M $ | 1.26 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 47,295 | 1.7M $ | 0.06 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 47,232 | 1.3M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 46,538 | 1.7M $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 45,899 | 1.3M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,056 | 949.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 43,387 | 914.2K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,013 | 864.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 39,249 | 1.4M $ | 0.02 % | as of May 31, 2026 ↗ |
| MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 37,820 | 1M $ | 0.66 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 36,188 | 762.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 35,751 | 986.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| GMO Implementation Fund GMO TRUST | 33,993 | 1.2M $ | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 32,362 | 1.2M $ | 0.06 % | as of May 31, 2026 ↗ |
| Domini Impact Equity Fund Domini Investment Trust | 31,600 | 665.8K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| New Alternatives Fund New Alternatives Fund | 30,000 | 828K $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Storebrand Global Plus Storebrand Asset Management AS | 26,553 | 6.5M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST | 26,490 | 558.1K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,155 | 905.1K $ | 0.07 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,421 | 646.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 23,341 | 491.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 23,046 | 636.1K $ | 0.45 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 21,785 | 783.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 21,359 | 768.5K $ | 0.24 % | as of May 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 21,100 | 582.4K $ | 1.92 % | as of Jun 30, 2026 ↗ |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 20,322 | 560.9K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,207 | 425.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,144 | 528.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Calvert Global Energy Solutions Fund Calvert Impact Fund, Inc. | 19,000 | 524.4K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 18,500 | 665.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 17,554 | 484.5K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 17,510 | 483.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 17,319 | 364.9K $ | 0.19 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 17,075 | 471.3K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 16,786 | 463.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 16,607 | 458.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 16,411 | 345.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,015 | 442K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 15,670 | 330.2K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Global X U.S. Electrification ETF GLOBAL X FUNDS | 15,648 | 329.7K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 14,910 | 411.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 13,774 | 290.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 13,413 | 370.2K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 12,803 | 460.7K $ | 0.03 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,800 | 325.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 11,510 | 317.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,155 | 235K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Guinness Atkinson Alternative Energy Fund GUINNESS ATKINSON FUNDS | 11,084 | 305.9K $ | 1.46 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,926 | 301.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 10,605 | 223.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| GMO Climate Change Fund GMO TRUST | 2.79 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 2.71 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF SPDR SERIES TRUST | 2.62 % | as of Jun 30, 2026 ↗ |
| GMO Resource Transition Fund GMO TRUST | 2.27 % | as of May 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 1.92 % | as of Jun 30, 2026 ↗ |
| GMO Resources Fund GMO TRUST | 1.54 % | as of May 31, 2026 ↗ |
| Guinness Atkinson Alternative Energy Fund GUINNESS ATKINSON FUNDS | 1.46 % | as of Jun 30, 2026 ↗ |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 1.30 % | as of Jun 30, 2026 ↗ |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 1.30 % | as of Jun 30, 2026 ↗ |
| Range Nuclear Renaissance Index ETF EXCHANGE TRADED CONCEPTS TRUST | 1.30 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 191 | -3 | 13,042,819 | +7.9 % |
| 2026Q2 | 194 | +5 | 12,092,538 | -4.4 % |
| 2026Q1 | 189 | +8 | 12,642,895 | -1.5 % |
| 2025Q4 | 181 | +11 | 12,828,960 | -13.3 % |
| 2025Q3 | 170 | -20 | 14,789,301 | +5.0 % |
| 2025Q2 | 190 | -3 | 14,086,865 | -7.0 % |
| 2025Q1 | 193 | -4 | 15,141,418 | +4.2 % |
| 2024Q4 | 197 | +13 | 14,533,589 | +0.6 % |
| 2024Q3 | 184 | +8 | 14,447,494 | +5.4 % |
| 2024Q2 | 176 | -16 | 13,702,587 | -1.7 % |
| 2024Q1 | 192 | -15 | 13,933,929 | +1.7 % |
| 2023Q4 | 207 | 13,697,474 |
Institutional managers
185 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 3,541,577 | 90.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,456,791 | 62.6M $ | as of Mar 31, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,229,634 | 56.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,439,669 | 36.7M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,358,899 | 34.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,329,513 | 33.9M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,271,969 | 32.4M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 1,249,908 | 31.9M $ | as of Mar 31, 2026 |
| DNB Asset Management AS | 902,286 | 23M $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 845,869 | 21.6M $ | as of Mar 31, 2026 |
| GAGNON SECURITIES LLC | 840,063 | 21.4M $ | as of Mar 31, 2026 |
| Handelsbanken Fonder AB | 815,153 | 20.8K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 792,853 | 20.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 670,622 | 17.1M $ | as of Mar 31, 2026 |
| Swedbank AB | 645,000 | 16.4M $ | as of Mar 31, 2026 |
| Granahan Investment Management, LLC | 630,073 | 16.1M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 555,334 | 14.2M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 549,210 | 14M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 526,154 | 13.4M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 504,148 | 12.9M $ | as of Mar 31, 2026 |
| Bandera Partners LLC | 476,309 | 12.1M $ | as of Mar 31, 2026 |
| Gagnon Advisors, LLC | 472,798 | 12.1M $ | as of Mar 31, 2026 |
| Redwood Grove Capital, LLC | 469,525 | 12M $ | as of Mar 31, 2026 |
| UBS Group AG | 418,130 | 10.7M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 372,100 | 9.5M $ | as of Mar 31, 2026 |
Declared shareholders of Ameresco Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Millennium Management LLC and 2 others | 5.20 % | 1,816,169 | as of Jul 17, 2026 · SCHEDULE 13G |
| Gagnon Securities LLC and 2 others | 5.00 % | 1,762,866 | as of Aug 20, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Ameresco Inc". https://titelia.com/en/stocks/ameresco-inc-US02361E1082