Montrose Environmental Group Ownership 2024 | Who Owns Montrose Environmental Group Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

103.76%

Insider Ownership

6.90%

Retail Ownership

-10.66%

Institutional Holders

171.00

Montrose Environmental Group Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	8.28%	0.00%	2,516,774	214,672	9.32%	112,147,449	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	7.78%	0.03%	2,364,498	261,169	12.42%	105,362,033	Jun 30, 2024
VANGUARD GROUP INC	5.76%	0.00%	1,750,539	205,932	13.33%	78,004,018	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	4.59%	0.30%	1,395,696	208,785	17.59%	62,192,214	Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC	4.43%	0.37%	1,346,927	-2,685	-0.20%	60,019,067	Jun 30, 2024
FEDERATED HERMES, INC.	4.18%	0.13%	1,270,500	130,000	11.40%	56,613,480,000	Jun 30, 2024
BAMCO INC /NY/	3.81%	0.15%	1,156,630	2,600	0.23%	51,539,433	Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC	3.78%	0.49%	1,149,227	823,636	252.97%	51,209,555	Jun 30, 2024
BANK OF AMERICA CORP /DE/	2.88%	0.00%	874,873	78,815	9.90%	38,984,340	Jun 30, 2024
MACQUARIE GROUP LTD	2.71%	0.04%	823,885	751,686	1041.13%	36,712,000	Jun 30, 2024
BLAIR WILLIAM & CO/IL	2.53%	0.11%	769,653	37,335	5.10%	34,295,738	Jun 30, 2024
LOOMIS SAYLES & CO L P	2.46%	0.05%	748,551	748,551	100.00%	33,355,000	Jun 30, 2024
EMERALD ADVISERS, LLC	2.42%	1.38%	736,099	17,481	2.43%	32,800,571	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.28%	0.00%	693,202	89,514	14.83%	30,895,132	Jun 30, 2024
STATE STREET CORP	2.22%	0.00%	674,184	63,759	10.45%	30,041,639,000	Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST	1.97%	1.40%	599,572	15,615	2.67%	26,716,928	Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC	1.97%	1.10%	597,519	-73,415	-10.94%	26,625,447	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	1.78%	0.01%	541,706	7,915	1.48%	24,138,419	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.71%	0.32%	519,061	-103,680	-16.65%	23,129,358	Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.71%	0.06%	518,345	-70,972	-12.04%	23,097,453	Jun 30, 2024

Montrose Environmental Group's largest institutional shareholder is BLACKROCK INC., holding 8.28% of the company's total share outstanding, currently valued at $112.15M. The top 10 institutional shareholders own together 48.22% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
OPHIR ASSET MANAGEMENT PTY LTD	1.03%	2.48%	314,358	314,358	100.00%	14,007,792	Jun 30, 2024
MILLRACE ASSET GROUP, INC.	0.13%	1.73%	39,926	-13,238	-24.90%	1,779,000	Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST	1.97%	1.40%	599,572	15,615	2.67%	26,716,928	Jun 30, 2024
EMERALD ADVISERS, LLC	2.42%	1.38%	736,099	17,481	2.43%	32,800,571	Jun 30, 2024
SUMMIT CREEK ADVISORS LLC	0.68%	1.26%	205,977	-23,965	-10.42%	9,178,335	Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC	1.97%	1.10%	597,519	-73,415	-10.94%	26,625,447	Jun 30, 2024
WISCONSIN CAPITAL MANAGEMENT LLC	0.16%	1.10%	48,793	48,793	100.00%	2,174,216	Jun 30, 2024
CANNELL CAPITAL LLC	0.34%	1.06%	104,713	104,713	100.00%	4,666,011	Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC	1.59%	0.86%	483,300	483,300	100.00%	21,535,848	Jun 30, 2024
ESSEX INVESTMENT MANAGEMENT CO LLC	0.33%	0.84%	100,347	12,488	14.21%	4,471,462	Jun 30, 2024
LISANTI CAPITAL GROWTH, LLC	0.23%	0.73%	68,460	12,960	23.35%	3,050,578	Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC	3.78%	0.49%	1,149,227	823,636	252.97%	51,209,555	Jun 30, 2024
AVALON TRUST CO	0.45%	0.48%	136,575	-75	-0.05%	6,085,782	Jun 30, 2024
HORRELL CAPITAL MANAGEMENT, INC.	0.10%	0.38%	29,561	190	0.65%	1,317,000	Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC	4.43%	0.37%	1,346,927	-2,685	-0.20%	60,019,067	Jun 30, 2024
CASTLEARK MANAGEMENT LLC	0.64%	0.36%	195,122	195,122	100.00%	8,694,636	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.71%	0.32%	519,061	-103,680	-16.65%	23,129,358	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	4.59%	0.30%	1,395,696	208,785	17.59%	62,192,214	Jun 30, 2024
PEREGRINE CAPITAL MANAGEMENT LLC	0.75%	0.30%	226,799	2,951	1.32%	10,106,163	Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC	0.14%	0.26%	43,761	2,050	4.91%	1,949,990	Jun 30, 2024

The largest Montrose Environmental Group shareholder by % of total assets is OPHIR ASSET MANAGEMENT PTY LTD. The company owns 314.36K shares of Montrose Environmental Group (MEG), representing 2.48% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
DRIEHAUS CAPITAL MANAGEMENT LLC	3.78%	0.49%	1,149,227	823,636	252.97%	51,209,555	Jun 30, 2024
MACQUARIE GROUP LTD	2.71%	0.04%	823,885	751,686	1041.13%	36,712,000	Jun 30, 2024
LOOMIS SAYLES & CO L P	2.46%	0.05%	748,551	748,551	100.00%	33,355,000	Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC	1.59%	0.86%	483,300	483,300	100.00%	21,535,848	Jun 30, 2024
OPHIR ASSET MANAGEMENT PTY LTD	1.03%	2.48%	314,358	314,358	100.00%	14,007,792	Jun 30, 2024
FMR LLC	1.04%	0.00%	316,950	299,597	1726.49%	14,123,292	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	1.24%	0.00%	377,997	276,166	271.20%	16,843,545	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	7.78%	0.03%	2,364,498	261,169	12.42%	105,362,033	Jun 30, 2024
LORD, ABBETT & CO. LLC	0.95%	0.04%	288,715	251,393	673.58%	12,865,000	Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC	0.79%	0.01%	239,354	239,354	100.00%	10,665,614	Jun 30, 2024
BLACKROCK INC.	8.28%	0.00%	2,516,774	214,672	9.32%	112,147,449	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	4.59%	0.30%	1,395,696	208,785	17.59%	62,192,214	Jun 30, 2024
VANGUARD GROUP INC	5.76%	0.00%	1,750,539	205,932	13.33%	78,004,018	Jun 30, 2024
CASTLEARK MANAGEMENT LLC	0.64%	0.36%	195,122	195,122	100.00%	8,694,636	Jun 30, 2024
MORGAN STANLEY	0.92%	0.00%	280,868	150,080	114.75%	12,515,502	Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.	0.47%	0.04%	142,881	142,881	100.00%	6,366,777	Jun 30, 2024
FEDERATED HERMES, INC.	4.18%	0.13%	1,270,500	130,000	11.40%	56,613,480,000	Jun 30, 2024
CANNELL CAPITAL LLC	0.34%	1.06%	104,713	104,713	100.00%	4,666,011	Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.	0.36%	0.01%	109,882	97,338	775.97%	4,896,379	Jun 30, 2024
ROYCE & ASSOCIATES LP	0.79%	0.10%	240,749	94,096	64.16%	10,727,775	Jun 30, 2024

As of Jun 30 2024, Montrose Environmental Group's largest institutional buyer is DRIEHAUS CAPITAL MANAGEMENT LLC. The company purchased 823.64K stocks of MEG, valued at $51.21M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
APERTURE INVESTORS, LLC	-	-	-	-355,669	-100.00%	-	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	1.71%	0.32%	519,061	-103,680	-16.65%	23,129,358	Jun 30, 2024
SANDLER CAPITAL MANAGEMENT	-	-	-	-93,790	-100.00%	-	Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC	1.97%	1.10%	597,519	-73,415	-10.94%	26,625,447	Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.71%	0.06%	518,345	-70,972	-12.04%	23,097,453	Jun 30, 2024
MARSHALL WACE, LLP	0.14%	0.00%	41,234	-61,247	-59.76%	1,837,387	Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC	0.71%	0.11%	215,421	-44,289	-17.05%	9,599,160	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.11%	0.00%	34,000	-36,600	-51.84%	1,515,040	Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.	-	-	-	-34,982	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	0.09%	0.00%	27,467	-33,262	-54.77%	1,223,930	Jun 30, 2024
SUMMIT CREEK ADVISORS LLC	0.68%	1.26%	205,977	-23,965	-10.42%	9,178,335	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	-	-	-	-21,838	-100.00%	-	Jun 30, 2024
ROYAL BANK OF CANADA	0.01%	-	3,823	-18,637	-82.98%	171,000	Jun 30, 2024
INVESCO LTD.	1.33%	0.00%	403,078	-18,613	-4.41%	17,961,155	Jun 30, 2024
BARCLAYS PLC	0.04%	0.00%	11,278	-17,719	-61.11%	502,000	Jun 30, 2024
NUMERAI GP LLC	-	-	-	-16,727	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.19%	0.00%	58,475	-15,079	-20.50%	2,605,646	Jun 30, 2024
RADNOR CAPITAL MANAGEMENT, LLC	-	-	-	-14,660	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-13,898	-100.00%	-	Jun 30, 2024
NORTHERN TRUST CORP	1.61%	0.00%	487,730	-13,537	-2.70%	21,733,249,000	Jun 30, 2024

As of Jun 30 2024, Montrose Environmental Group's biggest institutional seller is APERTURE INVESTORS, LLC. The company sold -0.36M shares of MEG, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LOOMIS SAYLES & CO L P	2.46%	0.05%	748,551	748,551	100.00%	33,355,000	Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC	1.59%	0.86%	483,300	483,300	100.00%	21,535,848	Jun 30, 2024
OPHIR ASSET MANAGEMENT PTY LTD	1.03%	2.48%	314,358	314,358	100.00%	14,007,792	Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC	0.79%	0.01%	239,354	239,354	100.00%	10,665,614	Jun 30, 2024
CASTLEARK MANAGEMENT LLC	0.64%	0.36%	195,122	195,122	100.00%	8,694,636	Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.	0.47%	0.04%	142,881	142,881	100.00%	6,366,777	Jun 30, 2024
CANNELL CAPITAL LLC	0.34%	1.06%	104,713	104,713	100.00%	4,666,011	Jun 30, 2024
GHISALLO CAPITAL MANAGEMENT LLC	0.23%	0.22%	70,000	70,000	100.00%	3,119,200	Jun 30, 2024
ZIMMER PARTNERS, LP	0.20%	0.05%	60,000	60,000	100.00%	2,673,600	Jun 30, 2024
WISCONSIN CAPITAL MANAGEMENT LLC	0.16%	1.10%	48,793	48,793	100.00%	2,174,216	Jun 30, 2024
KINGDON CAPITAL MANAGEMENT, L.L.C.	0.13%	0.19%	40,000	40,000	100.00%	1,782,400	Jun 30, 2024
CALAMOS ADVISORS LLC	0.12%	0.01%	35,943	35,943	100.00%	1,601,620	Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC	0.08%	0.00%	22,925	22,925	100.00%	1,021,538,000	Jun 30, 2024
CHARTWELL INVESTMENT PARTNERS, LLC	0.06%	0.03%	17,490	17,490	100.00%	779,000	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.06%	0.00%	17,105	17,105	100.00%	762,199	Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	0.05%	0.05%	16,538	16,538	100.00%	736,933	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	0.00%	14,643	14,643	100.00%	652,492	Jun 30, 2024
PREMIER FUND MANAGERS LTD	0.04%	0.02%	13,474	13,474	100.00%	620,000	Jun 30, 2024
GILDER GAGNON HOWE & CO LLC	0.04%	0.01%	12,331	12,331	100.00%	549,469	Jun 30, 2024
BRASADA CAPITAL MANAGEMENT, LP	0.04%	0.09%	12,000	12,000	100.00%	534,720	Jun 30, 2024
XTX TOPCO LTD	0.03%	0.03%	8,671	8,671	100.00%	386,380	Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.02%	0.01%	6,966	6,966	100.00%	310,405	Jun 30, 2024
PROCYON ADVISORS, LLC	0.02%	0.02%	6,331	6,331	100.00%	282,109	Jun 30, 2024
SYNOVUS FINANCIAL CORP	0.02%	0.00%	5,707	5,707	100.00%	254,306	Jun 30, 2024
PEAK6 INVESTMENTS LLC	0.02%	0.00%	5,200	5,200	100.00%	231,712	Jun 30, 2024
VIDENT ADVISORY, LLC	0.02%	0.01%	5,123	5,123	100.00%	228,273	Jun 30, 2024
ATRIA INVESTMENTS, INC	0.02%	0.00%	4,693	4,693	100.00%	209,120	Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC	0.02%	0.00%	4,575	4,575	100.00%	203,862	Jun 30, 2024
KBC GROUP NV	0.00%	0.00%	1,275	1,275	100.00%	57,000	Jun 30, 2024
CULLEN/FROST BANKERS, INC.	0.00%	0.00%	144	144	100.00%	6,417	Jun 30, 2024
MATHER GROUP, LLC.	0.00%	-	20	20	100.00%	783	Jun 30, 2024
STEPHENS CONSULTING, LLC	-	0.00%	12	12	100.00%	535	Jun 30, 2024

Montrose Environmental Group's largest new institutional shareholder by number of shares is LOOMIS SAYLES & CO L P, purchased 748.55K shares, valued at $33.35M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
APERTURE INVESTORS, LLC	-	-	-	-355,669	-100.00%	-	Jun 30, 2024
SANDLER CAPITAL MANAGEMENT	-	-	-	-93,790	-100.00%	-	Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.	-	-	-	-34,982	-100.00%	-	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	-	-	-	-21,838	-100.00%	-	Jun 30, 2024
NUMERAI GP LLC	-	-	-	-16,727	-100.00%	-	Jun 30, 2024
RADNOR CAPITAL MANAGEMENT, LLC	-	-	-	-14,660	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-13,898	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-11,833	-100.00%	-	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-10,805	-100.00%	-	Jun 30, 2024
WALLEYE CAPITAL LLC	-	-	-	-10,252	-100.00%	-	Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP	-	-	-	-9,367	-100.00%	-	Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP	-	-	-	-6,928	-100.00%	-	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	-	-	-	-6,800	-100.00%	-	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	-	-	-	-6,040	-100.00%	-	Jun 30, 2024
ALGERT GLOBAL LLC	-	-	-	-5,790	-100.00%	-	Jun 30, 2024
MAINSAIL ASSET MANAGEMENT, LLC	-	-	-	-5,532	-100.00%	-	Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	-	-	-	-5,383	-100.00%	-	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-5,300	-100.00%	-	Jun 30, 2024
STEPHENS INC /AR/	-	-	-	-3,518	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-3,065	-100.00%	-	Jun 30, 2024
NATIXIS	-	-	-	-1,626	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-1,479	-100.00%	-	Jun 30, 2024
QUEST PARTNERS LLC	-	-	-	-1,125	-100.00%	-	Jun 30, 2024
STATE OF WYOMING	-	-	-	-1,000	-100.00%	-	Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC	-	-	-	-600	-100.00%	-	Jun 30, 2024
WHITTIER TRUST CO	-	-	-	-545	-100.00%	-	Jun 30, 2024
GROUP ONE TRADING, L.P.	-	-	-	-129	-100.00%	-	Jun 30, 2024
SANCTUARY WEALTH MANAGEMENT, L.L.C.	-	-	-	-25	-100.00%	-	Jun 30, 2024

Montrose Environmental Group's largest sold out institutional shareholder by shares sold is APERTURE INVESTORS, LLC, sold -0.36M shares, valued at -, as of undefined.

Montrose Environmental Group Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Aspiration Funds	1.40%	51,830	-2,007	-3.73%	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II	1.11%	27,625,000	-	-	Mar 31, 2024
LIBERTY ALL STAR GROWTH FUND INC.	0.42%	53,206	390	0.74%	Dec 31, 2023
ALGER FUNDS	0.28%	271,570	-52,863	-16.29%	Jan 31, 2024
Alger ETF Trust	0.25%	1,802	312	20.94%	Dec 31, 2023
John Hancock Exchange-Traded Fund Trust	0.23%	1,409,900	-	-	Jan 31, 2024
HIGHLAND FUNDS II	0.22%	3,231	-	-	Dec 31, 2023
ALGER FUNDS II	0.21%	46,445	3,777	8.85%	Jan 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.12%	869,583	94,941	12.26%	Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS	0.08%	65,500	-11,500	-14.94%	Mar 31, 2024
SA FUNDS INVESTMENT TRUST	0.06%	1,004,700	-	-	Mar 31, 2024
ROYCE MICRO-CAP TRUST, INC.	0.06%	29,475	-20,469	-40.98%	Mar 31, 2024
Federated Hermes Equity Funds	0.06%	1,140,500	-	-	Jan 31, 2024
ROYCE CAPITAL FUND	0.06%	21,255	12,108	132.37%	Mar 31, 2024
MERIDIAN FUND INC	0.05%	127,629	-61,647	-32.57%	Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.05%	474,743	135,718	40.03%	Mar 31, 2024
Advisers Investment Trust	0.04%	1,295,500	-	-	Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS	0.04%	19,220	-	-	Mar 31, 2024
NORTHERN FUNDS	0.03%	4,879,001	-	-	Mar 28, 2024
ROYCE VALUE TRUST, INC.	0.03%	25,188	-55,451	-68.76%	Mar 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)	0.03%	141,166	-	-	Mar 31, 2024
SMALLCAP WORLD FUND INC	0.02%	1,133,183	-	-	Mar 31, 2024
Principal Diversified Select Real Asset Fund	0.01%	708	-	-	Mar 31, 2024
ROYCE FUND	0.01%	70,735	-21,125	-23.00%	Mar 31, 2024
LORD ABBETT SECURITIES TRUST	0.01%	47,735	-	-	Jan 31, 2024
Humankind Benefit Corp	0.01%	185	42	29.37%	Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC	0.01%	49,542	-1,410	-2.77%	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	4,251	-	-	Mar 31, 2024
Nushares ETF Trust	0.00%	36,212	-	-	Jan 31, 2024
DRIEHAUS MUTUAL FUNDS	0.00%	41,623	-1,648	-3.81%	Mar 28, 2024
FINANCIAL INVESTORS TRUST	0.00%	306,806	-27,773	-8.30%	Jan 31, 2024
BNY Mellon Strategic Funds, Inc.	0.00%	8,375	-1,857	-18.15%	Feb 29, 2024
CONESTOGA FUNDS	0.00%	4,340	400	10.15%	Mar 31, 2024
Segall Bryant & Hamill Trust	0.00%	62,700	829	1.34%	Mar 31, 2024
FIDELITY SECURITIES FUND	0.00%	305,600	-	-	Jan 31, 2024
VANGUARD INDEX FUNDS	0.00%	1,269,969	-414,788	-24.62%	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.00%	11,144	593	5.62%	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.00%	640	-	-	Mar 31, 2024
ALGER PORTFOLIOS	0.00%	1,061	-	-	Dec 31, 2023
OLD WESTBURY FUNDS INC	0.00%	320,000	-	-	Jan 31, 2024
UBS FUNDS	0.00%	11,612	-356	-2.97%	Mar 31, 2024
FORUM FUNDS	0.00%	4,990	-5,300	-51.51%	Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP	0.00%	86,088	19,201	28.71%	Mar 31, 2024
WILLIAM BLAIR FUNDS	0.00%	185,808	8,640	4.88%	Mar 31, 2024
PAX WORLD FUNDS SERIES TRUST I	0.00%	36,659	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	76,980	35	0.05%	Jan 31, 2024
OPTIMUM FUND TRUST	0.00%	72,199	-1,259	-1.71%	Mar 28, 2024
ALLSPRING MASTER TRUST	0.00%	107,156	-481	-0.45%	Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.	0.00%	1,041	618	146.10%	Sep 30, 2023
TIAA-CREF LIFE FUNDS	0.00%	3,945	-126	-3.10%	Mar 31, 2024
JANUS INVESTMENT FUND	0.00%	443,427	117,432	36.02%	Dec 31, 2023
FIDELITY CONCORD STREET TRUST	0.00%	246,621	4,851	2.01%	Feb 29, 2024
Calvert Variable Products, Inc.	0.00%	2,773	-	-	Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.00%	71,440	-	-	Feb 29, 2024
FEDERATED HERMES INSURANCE SERIES	0.00%	4,000	-	-	Mar 31, 2024
PUTNAM FUNDS TRUST	0.00%	170,100	-	-	Jan 31, 2024
OHIO NATIONAL FUND INC	0.00%	15,773	-	-	Mar 31, 2024
FIDELITY SELECT PORTFOLIOS	0.00%	48,900	-	-	Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.00%	2,716	15	0.56%	Mar 31, 2024
Advisors' Inner Circle Fund II	0.00%	555,000	-	-	Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	2,913	-245	-7.76%	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	16,629	-1,315	-7.33%	Mar 31, 2024
PENN SERIES FUNDS INC	0.00%	14,366	-100	-0.69%	Mar 28, 2024
MAINSTAY VP FUNDS TRUST	0.00%	57,286	-2,093	-3.52%	Mar 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	58,940	-374	-0.63%	Jan 31, 2024
LoCorr Investment Trust	0.00%	9,869	9,869	-	Mar 31, 2024
CALAMOS INVESTMENT TRUST/IL	0.00%	38,786	-	-	Jan 31, 2024
ADVISORS' INNER CIRCLE FUND	0.00%	7,699	-1,474	-16.07%	Jan 31, 2024
Dunham Funds	0.00%	21,206	-	-	Jan 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	6,888	162	2.41%	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.00%	5,466	69	1.28%	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	302,998	65,482	27.57%	Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	9,340	-1,844	-16.49%	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	2,768	2,768	-	Mar 28, 2024
Global X Funds	0.00%	12,805	972	8.21%	Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	304,837	117,730	62.92%	Mar 31, 2024
Dimensional ETF Trust	0.00%	122,718	32,064	35.37%	Jan 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	146,016	4,888	3.46%	Feb 29, 2024
Managed Portfolio Series	0.00%	5,506	-194	-3.40%	Feb 29, 2024
Brinker Capital Destinations Trust	0.00%	14,527	-27,067	-65.07%	Feb 29, 2024
Invesco Exchange-Traded Fund Trust II	0.00%	60,641	-121,687	-66.74%	Jan 31, 2024
NORTHERN LIGHTS FUND TRUST III	0.00%	2,283	-	-	Jan 31, 2024
SunAmerica Specialty Series	0.00%	90	-	-	Apr 30, 2021
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	9,700	-	-	Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	11,561	12	0.10%	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	1,602	100	6.66%	Mar 31, 2024
VANGUARD WORLD FUND	0.00%	31,106	2,187	7.56%	Feb 29, 2024
PUTNAM VARIABLE TRUST	0.00%	3,983	-	-	Mar 31, 2024
NORTHERN FUNDS	0.00%	11,954	-199	-1.64%	Mar 28, 2024
GPS Funds I	0.00%	435	-	-	Mar 31, 2024
TIAA-CREF FUNDS	0.00%	220,118	-	-	Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	9,441	5,177	121.41%	Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS	0.00%	128,178	15,579	13.84%	Feb 29, 2024
iSHARES TRUST	0.00%	1,038,958	-50,917	-4.67%	Mar 31, 2024
Fidelity Rutland Square Trust II	0.00%	74,120	-	-	Feb 29, 2024
RYDEX SERIES FUNDS	0.00%	254	-	-	Dec 31, 2023
EQ ADVISORS TRUST	0.00%	72,007	-1,621	-2.20%	Mar 31, 2024
RUSSELL INVESTMENT CO	0.00%	16,955	-	-	Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust	0.00%	11,982	-	-	Feb 29, 2024
HC CAPITAL TRUST	0.00%	1,713	-	-	Mar 31, 2024

Montrose Environmental Group's largest mutual fund holder by % of total assets is "Aspiration Funds", owning 51.83K shares, compromising 1.40% of its total assets.

Montrose Environmental Group Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	171	1.18%
31 Mar, 24	169	4.32%
31 Dec, 23	162	5.88%
30 Sep, 23	153	6.99%
30 Jun, 23	143	6.72%
31 Mar, 23	134	-1.47%
31 Dec, 22	136	7.09%
30 Sep, 22	127	-3.05%
30 Jun, 22	131	-10.27%
31 Mar, 22	146	-2.01%
31 Dec, 21	149	1.36%
30 Sep, 21	147	14.84%
30 Jun, 21	128	7.56%
31 Mar, 21	119	12.26%
31 Dec, 20	106	43.24%
30 Sep, 20	74	-
31 Mar, 10	1	-

As of 30 Jun 24, 171 institutions are holding Montrose Environmental Group's shares, representing an increase of 1.18% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	31,524,259	18.19%
31 Mar, 24	26,672,050	1.32%
31 Dec, 23	26,325,413	-0.98%
30 Sep, 23	26,586,151	-1.96%
30 Jun, 23	27,116,803	-2.56%
31 Mar, 23	27,828,969	0.84%
31 Dec, 22	27,596,742	2.20%
30 Sep, 22	27,002,472	1.20%
30 Jun, 22	26,682,503	1.77%
31 Mar, 22	26,219,512	2.80%
31 Dec, 21	25,505,983	4.71%
30 Sep, 21	24,359,237	30.02%
30 Jun, 21	18,734,992	5.08%
31 Mar, 21	17,829,276	11.70%
31 Dec, 20	15,961,522	6.73%
30 Sep, 20	14,955,043	-
31 Mar, 10	25	-

Montrose Environmental Group (MEG) has 31.52M shares outstanding as of 30 Jun 24, up 18.19% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	103.76%	1.32%
31 Mar, 24	88.74%	1.16%
31 Dec, 23	87.34%	1.12%
30 Sep, 23	88.48%	1.07%
30 Jun, 23	90.82%	1.05%
31 Mar, 23	93.21%	1.08%
31 Dec, 22	92.86%	1.12%
30 Sep, 22	90.94%	1.13%
30 Jun, 22	89.91%	1.15%
31 Mar, 22	88.39%	0.97%
31 Dec, 21	95.44%	1.11%
30 Sep, 21	92.90%	1.80%
30 Jun, 21	71.90%	1.43%
31 Mar, 21	70.98%	1.73%
31 Dec, 20	64.08%	1.33%
30 Sep, 20	69.38%	-
31 Mar, 10	0.00%	-

As of 30 Jun 24, Montrose Environmental Group is held by 103.76% institutional shareholders, representing a 1.32% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	111	23.33%
31 Mar, 24	90	4.65%
31 Dec, 23	86	14.67%
30 Sep, 23	75	-10.71%
30 Jun, 23	84	25.37%
31 Mar, 23	67	9.84%
31 Dec, 22	61	-
30 Sep, 22	61	-14.08%
30 Jun, 22	71	-5.33%
31 Mar, 22	75	-13.79%
31 Dec, 21	87	-11.22%
30 Sep, 21	98	38.03%
30 Jun, 21	71	-4.05%
31 Mar, 21	74	-2.63%
31 Dec, 20	76	7.04%
30 Sep, 20	71	-
31 Mar, 10	1	-

111 institutional shareholders have increased their position in MEG stock as of 30 Jun 24 compared to 90 in the previous quarter (a 23.33% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	40	-28.57%
31 Mar, 24	56	-
31 Dec, 23	56	5.66%
30 Sep, 23	53	51.43%
30 Jun, 23	35	-5.41%
31 Mar, 23	37	-7.50%
31 Dec, 22	40	-4.76%
30 Sep, 22	42	-
30 Jun, 22	42	-19.23%
31 Mar, 22	52	26.83%
31 Dec, 21	41	41.38%
30 Sep, 21	29	-25.64%
30 Jun, 21	39	18.18%
31 Mar, 21	33	106.25%
31 Dec, 20	16	-
30 Sep, 20	-	-
31 Mar, 10	-	-

40 institutional shareholders have reduced their position in MEG stock as of 30 Jun 24 compared to 56 in the previous quarter (a -28.57% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	171	1.18%	31,524,259	18.19%	103.76%	1.32%	111	23.33%	40	-28.57%
31 Mar, 24	169	4.32%	26,672,050	1.32%	88.74%	1.16%	90	4.65%	56	-
31 Dec, 23	162	5.88%	26,325,413	-0.98%	87.34%	1.12%	86	14.67%	56	5.66%
30 Sep, 23	153	6.99%	26,586,151	-1.96%	88.48%	1.07%	75	-10.71%	53	51.43%
30 Jun, 23	143	6.72%	27,116,803	-2.56%	90.82%	1.05%	84	25.37%	35	-5.41%
31 Mar, 23	134	-1.47%	27,828,969	0.84%	93.21%	1.08%	67	9.84%	37	-7.50%
31 Dec, 22	136	7.09%	27,596,742	2.20%	92.86%	1.12%	61	-	40	-4.76%
30 Sep, 22	127	-3.05%	27,002,472	1.20%	90.94%	1.13%	61	-14.08%	42	-
30 Jun, 22	131	-10.27%	26,682,503	1.77%	89.91%	1.15%	71	-5.33%	42	-19.23%
31 Mar, 22	146	-2.01%	26,219,512	2.80%	88.39%	0.97%	75	-13.79%	52	26.83%
31 Dec, 21	149	1.36%	25,505,983	4.71%	95.44%	1.11%	87	-11.22%	41	41.38%
30 Sep, 21	147	14.84%	24,359,237	30.02%	92.90%	1.80%	98	38.03%	29	-25.64%
30 Jun, 21	128	7.56%	18,734,992	5.08%	71.90%	1.43%	71	-4.05%	39	18.18%
31 Mar, 21	119	12.26%	17,829,276	11.70%	70.98%	1.73%	74	-2.63%	33	106.25%
31 Dec, 20	106	43.24%	15,961,522	6.73%	64.08%	1.33%	76	7.04%	16	-
30 Sep, 20	74	-	14,955,043	-	69.38%	-	71	-	-	-
31 Mar, 10	1	-	25	-	0.00%	-	1	-	-	-

Montrose Environmental Group Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 09, 2024	Manthripragada Vijay	director, officer	President & CEO	S-Sale	Sell	12,400	$46.51	$576.69K	316,737
May 09, 2024	Manthripragada Vijay	director, officer	President & CEO	S-Sale	Sell	100	$47.01	$4.70K	316,637
Nov 13, 2023	Dicks Allan	officer	Chief Financial Officer	P-Purchase	Buy	2,000	$25.68	$51.37K	264,124
Nov 13, 2023	Field Janet Risi	director	-	P-Purchase	Buy	500	$25.25	$12.63K	14,506
Sep 13, 2023	Fernandez de Castro Jose Miguel	director	-	P-Purchase	Buy	10,000	$32.94	$329.44K	139,110
May 16, 2023	Field Janet Risi	director	-	P-Purchase	Buy	1,000	$36.05	$36.05K	14,006
Mar 07, 2023	PRESBY J THOMAS	director	-	P-Purchase	Buy	5,000	$36.16	$180.78K	43,832
Mar 07, 2023	PRICE JAMES K	director	-	P-Purchase	Buy	136	$37.00	$5.03K	1,061,484
Mar 07, 2023	PRICE JAMES K	director	-	P-Purchase	Buy	27,500	$36.18	$994.95K	1,061,348
Mar 07, 2023	Field Janet Risi	director	-	P-Purchase	Buy	1,000	$36.61	$36.61K	13,006
Feb 21, 2023	PERLMAN RICHARD E	director	-	S-Sale	Sell	400	$54.15	$21.66K	692,917

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 13, 2023	Dicks Allan	officer	Chief Financial Officer	P-Purchase	Buy	2,000	$25.68	$51.37K	264,124
Nov 13, 2023	Field Janet Risi	director	-	P-Purchase	Buy	500	$25.25	$12.63K	14,506
Sep 13, 2023	Fernandez de Castro Jose Miguel	director	-	P-Purchase	Buy	10,000	$32.94	$329.44K	139,110
May 16, 2023	Field Janet Risi	director	-	P-Purchase	Buy	1,000	$36.05	$36.05K	14,006
Mar 07, 2023	PRESBY J THOMAS	director	-	P-Purchase	Buy	5,000	$36.16	$180.78K	43,832
Mar 07, 2023	PRICE JAMES K	director	-	P-Purchase	Buy	136	$37.00	$5.03K	1,061,484
Mar 07, 2023	PRICE JAMES K	director	-	P-Purchase	Buy	27,500	$36.18	$994.95K	1,061,348
Mar 07, 2023	Field Janet Risi	director	-	P-Purchase	Buy	1,000	$36.61	$36.61K	13,006

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 15, 2024	Dicks Allan	officer	Chief Financial Officer	M-Exempt	Sell	8,332	$24.00	$199.97K	12,128
May 09, 2024	Manthripragada Vijay	director, officer	President & CEO	S-Sale	Sell	12,400	$46.51	$576.69K	316,737
May 09, 2024	Manthripragada Vijay	director, officer	President & CEO	S-Sale	Sell	100	$47.01	$4.70K	316,637
Feb 21, 2023	PERLMAN RICHARD E	director	-	S-Sale	Sell	400	$54.15	$21.66K	692,917

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 15, 2024	Dicks Allan	officer	Chief Financial Officer	M-Exempt	Buy	8,332	$24.00	$199.97K	272,456
May 15, 2024	Dicks Allan	officer	Chief Financial Officer	M-Exempt	Sell	8,332	$24.00	$199.97K	12,128
May 09, 2024	Manthripragada Vijay	director, officer	President & CEO	S-Sale	Sell	12,400	$46.51	$576.69K	316,737
May 09, 2024	Manthripragada Vijay	director, officer	President & CEO	S-Sale	Sell	100	$47.01	$4.70K	316,637
Jan 02, 2024	Field Janet Risi	director	-	A-Award	Buy	3,423	-	-	17,929
Jan 02, 2024	Newmark Robin	director	-	A-Award	Buy	3,423	-	-	19,630
Jan 02, 2024	GRAHAM PETER	director	-	A-Award	Buy	3,423	-	-	216,330
Jan 02, 2024	PRESBY J THOMAS	director	-	A-Award	Buy	3,423	-	-	47,255
Jan 02, 2024	Fernandez de Castro Jose Miguel	director	-	A-Award	Buy	3,423	-	-	142,533
Jan 02, 2024	PRICE JAMES K	director	-	A-Award	Buy	3,423	-	-	1,064,907
Jan 02, 2024	PERLMAN RICHARD E	director	-	A-Award	Buy	3,423	-	-	682,718
Nov 13, 2023	Dicks Allan	officer	Chief Financial Officer	P-Purchase	Buy	2,000	$25.68	$51.37K	264,124
Nov 13, 2023	Field Janet Risi	director	-	P-Purchase	Buy	500	$25.25	$12.63K	14,506
Sep 13, 2023	Fernandez de Castro Jose Miguel	director	-	P-Purchase	Buy	10,000	$32.94	$329.44K	139,110
May 16, 2023	Field Janet Risi	director	-	P-Purchase	Buy	1,000	$36.05	$36.05K	14,006
Mar 07, 2023	PRESBY J THOMAS	director	-	P-Purchase	Buy	5,000	$36.16	$180.78K	43,832
Mar 07, 2023	PRICE JAMES K	director	-	P-Purchase	Buy	136	$37.00	$5.03K	1,061,484
Mar 07, 2023	PRICE JAMES K	director	-	P-Purchase	Buy	27,500	$36.18	$994.95K	1,061,348
Mar 07, 2023	Field Janet Risi	director	-	P-Purchase	Buy	1,000	$36.61	$36.61K	13,006
Feb 21, 2023	PERLMAN RICHARD E	director	-	S-Sale	Sell	400	$54.15	$21.66K	692,917

The last insider sell of Montrose Environmental Group's stock was made by Dicks Allan on May 15 2024, selling 8,332 shares at $24.00 per share (valued at $199.97K). The last insider buy of MEG was made by Dicks Allan on Nov 13 2023, buying 2,000 shares at $25.68 per share (worth $51.37K).

Montrose Environmental Group Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	1	3	33.33%
Q1 2024	7	-	-
Q4 2023	2	-	-
Q3 2023	1	-	-
Q2 2023	1	-	-
Q1 2023	11	17	64.71%
Q2 2022	5	-	-
Q1 2022	13	-	-
Q4 2021	25	53	47.17%
Q3 2021	31	78	39.74%
Q2 2021	3	9	33.33%
Q1 2021	19	19	100.00%
Q4 2020	2	7	28.57%
Q3 2020	12	32	37.50%
Q1 2017	7	27	25.93%
Q4 2016	4	2	200.00%
Q3 2016	7	3	233.33%
Q2 2016	4	3	133.33%
Q1 2016	14	12	116.67%
Q4 2015	11	3	366.67%

1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Montrose Environmental Group's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	2	-
Q1 2024	-	-	-
Q4 2023	2	-	-
Q3 2023	1	-	-
Q2 2023	1	-	-
Q1 2023	4	17	23.53%
Q2 2022	5	-	-
Q1 2022	1	-	-
Q4 2021	3	41	7.32%
Q3 2021	2	48	4.17%
Q2 2021	-	6	-
Q1 2021	-	16	-
Q4 2020	-	5	-
Q3 2020	7	2	350.00%
Q1 2017	-	-	-
Q4 2016	-	1	-
Q3 2016	-	1	-
Q2 2016	-	-	-
Q1 2016	-	4	-
Q4 2015	-	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Montrose Environmental Group's stocks.

Montrose Environmental Group Peer Ownership

Ticker	Company
CWST	Casella Waste Systems, Inc.
RSG	Republic Services, Inc.
WCN	Waste Connections, Inc.
CLH	Clean Harbors, Inc.
SRCL	Stericycle, Inc.

MEG Ownership FAQ

Who Owns Montrose Environmental Group?

Montrose Environmental Group is owned by institutional shareholders (103.76%), insiders (6.90%), and public (-10.66%). The largest institutional shareholder of Montrose Environmental Group is BLACKROCK INC. (8.28% of total shares) and the top mutual fund owner is Aspiration Funds (1.40% of total shares).

Who are the major institutional shareholders of Montrose Environmental Group?

Montrose Environmental Group's major institutional shareholders are BLACKROCK INC., UBS ASSET MANAGEMENT AMERICAS INC, VANGUARD GROUP INC, FRED ALGER MANAGEMENT, LLC, and CHAMPLAIN INVESTMENT PARTNERS, LLC. The top five shareholders own together 30.86% of the company's share outstanding.

How many Montrose Environmental Group shareholders are there?

As of Jun 2024, there are 171 institutional shareholders of Montrose Environmental Group.

What percentage of Montrose Environmental Group is owned by BLACKROCK INC?

BLACKROCK INC owns 2.52M shares of Montrose Environmental Group, representing 8.28% of the company's total shares outstanding, valued at $112.15M (as of Jun 2024).

What percentage of Montrose Environmental Group is owned by UBS ASSET MANAGEMENT AMERICAS INC?

As of Jun 2024, UBS ASSET MANAGEMENT AMERICAS INC holds 2.36M shares of Montrose Environmental Group (MEG), compromising 7.78% of the company, valued at $105.36M.

What percentage of Montrose Environmental Group is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of Montrose Environmental Group. The company owns 1.75M of the company's shares outstanding (worth $78M).