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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 2.30 M | $90.17 M | -8.26% | 7.66% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 2.10 M | $82.39 M | -0.73% | 7.00% |
| 05/10/2024 | VANGUARD GROUP INC | 1.54 M | $60.50 M | 0.65% | 5.14% |
| 05/13/2024 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.35 M | $52.86 M | -1.18% | 4.49% |
| 05/15/2024 | FRED ALGER MANAGEMENT, LLC | 1.19 M | $46.49 M | 24.37% | 3.95% |
| 05/15/2024 | BAMCO INC /NY/ | 1.15 M | $45.20 M | 9.75% | 3.84% |
| 05/14/2024 | FEDERATED HERMES, INC. | 1.14 M | $44.67 M | 0.00% | 3.79% |
| 05/13/2024 | TRUIST FINANCIAL CORP | 1.10 M | $43.24 M | 0.34% | 3.67% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 796,058 | $31.18 M | 3.17% | 2.65% |
| 05/09/2024 | BLAIR WILLIAM & CO/IL | 732,318 | $28.68 M | 30.45% | 2.44% |
| 05/08/2024 | EMERALD ADVISERS, LLC | 718,618 | $28.15 M | 1.15% | 2.39% |
| 05/13/2024 | GRANITE INVESTMENT PARTNERS, LLC | 670,934 | $26.28 M | -3.03% | 2.23% |
| 05/14/2024 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 622,741 | $24.39 M | -0.45% | 2.07% |
| 05/15/2024 | STATE STREET CORP | 610,425 | $23.91 M | 1.62% | 2.03% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 603,688 | $23.65 M | 3.22% | 2.01% |
| 05/08/2024 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 589,317 | $23.08 M | 0.65% | 1.96% |
| 05/08/2024 | EMERALD MUTUAL FUND ADVISERS TRUST | 583,957 | $22.87 M | 0.00% | 1.94% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 533,791 | $20.91 M | 29.30% | 1.78% |
| 05/14/2024 | NORTHERN TRUST CORP | 501,267 | $19.63 M | -0.72% | 1.67% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 488,046 | $19.12 M | 3,868.18% | 1.62% |
| 05/15/2024 | JANUS HENDERSON GROUP PLC | 487,166 | $19.08 M | 0.54% | 1.62% |
| 06/04/2024 | DEKABANK DEUTSCHE GIROZENTRALE | 470,800 | $17.80 M | 0.00% | 1.57% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 469,713 | $18.40 M | 13.34% | 1.56% |
| 05/14/2024 | INVESCO LTD. | 421,691 | $16.52 M | -19.91% | 1.40% |
| 05/15/2024 | APERTURE INVESTORS, LLC | 355,669 | $13.93 M | 8.60% | 1.18% |
| 05/15/2024 | DRIEHAUS CAPITAL MANAGEMENT LLC | 325,591 | $12.75 M | -9.02% | 1.08% |
| 05/15/2024 | ARROWMARK COLORADO HOLDINGS LLC | 259,710 | $10.17 M | -30.11% | 0.86% |
| 05/10/2024 | SUMMIT CREEK ADVISORS LLC | 229,942 | $9.01 M | 0.70% | 0.77% |
| 04/26/2024 | PEREGRINE CAPITAL MANAGEMENT LLC | 223,848 | $8.77 M | 0.03% | 0.74% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 219,430 | $8.60 M | 1.26% | 0.73% |
| 05/15/2024 | SEGALL BRYANT & HAMILL, LLC | 183,212 | $7.18 M | -1.41% | 0.61% |
| 05/15/2024 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 172,741 | $6.77 M | 4.56% | 0.57% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 168,422 | $6.60 M | 4.84% | 0.56% |
| 05/06/2024 | CANDRIAM S.C.A. | 153,099 | $6.00 M | 2.30% | 0.51% |
| 05/13/2024 | ROYCE & ASSOCIATES LP | 146,653 | $5.74 M | -33.11% | 0.49% |
| 05/07/2024 | AVALON TRUST CO | 136,650 | $5.35 M | 1.37% | 0.45% |
| 05/15/2024 | MORGAN STANLEY | 130,788 | $5.12 M | -46.51% | 0.44% |
| 05/15/2024 | MARSHALL WACE, LLP | 102,481 | $4.01 M | -38.31% | 0.34% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 102,171 | $4.00 M | 6.70% | 0.34% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 101,831 | $3.99 M | -9.79% | 0.34% |
| 05/15/2024 | SANDLER CAPITAL MANAGEMENT | 93,790 | $3.67 M | 100.00% | 0.31% |
| 05/03/2024 | ESSEX INVESTMENT MANAGEMENT CO LLC | 87,859 | $3.44 M | 33.08% | 0.29% |
| 05/15/2024 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 87,229 | $3.42 M | 44.62% | 0.29% |
| 05/02/2024 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 86,088 | $3.37 M | 28.71% | 0.29% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 80,353 | $3.15 M | 17.19% | 0.27% |
| 05/13/2024 | UBS GROUP AG | 73,554 | $2.88 M | -11.59% | 0.24% |
| 04/23/2024 | RICE HALL JAMES & ASSOCIATES, LLC | 72,618 | $2.84 M | 0.15% | 0.24% |
| 05/14/2024 | MACQUARIE GROUP LTD | 72,199 | $2.83 M | -1.71% | 0.24% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 70,600 | $2.77 M | 84.33% | 0.23% |
| 05/14/2024 | STATE OF WISCONSIN INVESTMENT BOARD | 63,306 | $2.48 M | -22.96% | 0.21% |
A. During the previous two years, 207 institutional investors and hedge funds held shares of Montrose Environmental Group, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 2.3 M
UBS ASSET MANAGEMENT AMERICAS INC: 2.1 M
VANGUARD GROUP INC: 1.54 M
Champlain Investment Partners, LLC: 1.35 M
FRED ALGER MANAGEMENT, LLC: 1.19 M
BAMCO INC /NY/: 1.15 M
A. 88.73% of Montrose Environmental Group, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 31.55 M shares in the last 24 months. This purchase volume represents approximately $1.33 B in transactions.
