Montrose Environmental Group Ownership | Who Owns Montrose Environmental Group?

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Montrose Environmental Group Ownership Summary

Montrose Environmental Group is owned by 107.40% institutional investors, 6.88% insiders. Blackrock is the largest institutional shareholder, holding 8.28% of MEG shares. UBS (Lux) ES L/T Thms $Q is the top mutual fund, with 3.06% of its assets in Montrose Environmental Group shares.

MEG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Montrose Environmental Group	107.40%	6.88%	-14.29%
Sector	Industrials Stocks	61.06%	10.27%	28.67%
Industry	Waste Management Stocks List	56.83%	6.10%	37.07%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.52M	8.28%	$112.15M
Ubs asset management americas	2.36M	7.78%	$105.36M
Vanguard group	1.75M	5.76%	$78.00M
Fred alger management	1.40M	4.59%	$62.19M
Champlain investment partners	1.35M	4.43%	$60.02M
Federated hermes	1.27M	4.18%	$56.61M
Bamco inc /ny/	1.16M	3.81%	$51.54M
Driehaus capital management	1.15M	3.78%	$51.21M
Truist financial	1.10M	3.63%	$49.17M
Bank of america corp /de/	874.87K	2.88%	$38.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ophir asset management pty	314.36K	2.48%	$14.01M
Millrace asset group	39.93K	1.73%	$1.78M
Emerald mutual fund advisers trust	599.57K	1.40%	$26.72M
Emerald advisers	736.10K	1.38%	$32.80M
Summit creek advisors	205.98K	1.26%	$9.18M
Granite investment partners	597.52K	1.10%	$26.63M
Wisconsin capital management	48.79K	1.10%	$2.17M
Cannell capital	104.71K	1.06%	$4.67M
Granahan investment management	483.30K	0.86%	$21.54M
Essex investment management	100.35K	0.84%	$4.47M

Top Buyers

Holder	Shares	% Assets	Change
Driehaus capital management	1.15M	0.49%	823.64K
Macquarie group	823.88K	0.04%	751.69K
Loomis sayles & co l p	748.55K	0.05%	748.55K
Granahan investment management	483.30K	0.86%	483.30K
Ophir asset management pty	314.36K	2.48%	314.36K

Top Sellers

Holder	Shares	% Assets	Change
Aperture investors	-	-	-355.67K
Stephens investment management group	519.06K	0.32%	-103.68K
Sandler capital management	-	-	-93.79K
Granite investment partners	597.52K	1.10%	-73.42K
William blair investment management	518.35K	0.06%	-70.97K

New Positions

Holder	Shares	% Assets	Change	Value
Loomis sayles & co l p	748.55K	0.05%	748.55K	$33.35M
Granahan investment management	483.30K	0.86%	483.30K	$21.54M
Ophir asset management pty	314.36K	2.48%	314.36K	$14.01M
Victory capital management	239.35K	0.01%	239.35K	$10.67M
Castleark management	195.12K	0.36%	195.12K	$8.69M

Sold Out

Holder	Change
Sanctuary wealth management	-25.00
Group one trading	-129.00
Whittier trust	-545.00
Fny investment advisers	-600.00
State of wyoming	-1.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	172	1.78%	32,630,225	22.33%	107	1.36%	111	23.33%	41	-26.79%
Mar 31, 2024	169	4.32%	26,674,550	1.32%	88	1.16%	90	5.88%	56	-
Dec 31, 2023	162	5.19%	26,326,913	-1.00%	87	1.11%	85	13.33%	56	5.66%
Sep 30, 2023	154	7.69%	26,594,151	-1.93%	88	1.07%	75	-10.71%	53	51.43%
Jun 30, 2023	143	5.93%	27,118,303	-2.98%	90	1.04%	84	23.53%	35	-5.41%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
UBS (Lux) ES L/T Thms $Q	1.05M	3.06%	-45.62K
Federated Hermes Kaufmann Small Cap Grow	1.04M	3.03%	-232.00K
Federated Hermes Kaufmann Small Cap A	1.04M	3.03%	-232.00K
Vanguard Total Stock Mkt Idx Inv	961.73K	2.81%	-
Baron Discovery Institutional	938.49K	2.74%	68.91K
Baron Discovery Strategy	938.49K	2.74%	68.91K
iShares Russell 2000 ETF	819.52K	2.39%	-1.85K
First Trust Water ETF	709.89K	2.07%	2.04K
Delaware Small Cap Core I	600.81K	1.76%	-3.72K
Champlain Small Company Adv	550.00K	1.61%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 06, 2024	Manthripragada Vijay	President & CEO	Sell	$4.70K
May 06, 2024	Manthripragada Vijay	President & CEO	Sell	$576.69K
Nov 10, 2023	Dicks Allan	Chief Financial Officer	Buy	$51.37K
Nov 10, 2023	Field Janet Risi	-	Buy	$12.63K
Sep 12, 2023	Fernandez de Castro Jose Miguel	-	Buy	$329.44K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	2
2024 Q1	-	-
2023 Q4	2	-
2023 Q3	1	-

MEG Ownership FAQ

Who Owns Montrose Environmental Group?

Montrose Environmental Group shareholders are primarily institutional investors at 107.40%, followed by 6.88% insiders and -14.28% retail investors. The average institutional ownership in Montrose Environmental Group's industry, Waste Management Stocks List, is 56.83%, which Montrose Environmental Group exceeds.

Who owns the most shares of Montrose Environmental Group?

Montrose Environmental Group’s largest shareholders are Blackrock (2.52M shares, 8.28%), Ubs asset management americas (2.36M shares, 7.78%), and Vanguard group (1.75M shares, 5.76%). Together, they hold 21.83% of Montrose Environmental Group’s total shares outstanding.

Does Blackrock own Montrose Environmental Group?

Yes, BlackRock owns 8.28% of Montrose Environmental Group, totaling 2.52M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 112.15M$. In the last quarter, BlackRock increased its holdings by 214.67K shares, a 9.33% change.

Who is Montrose Environmental Group’s biggest shareholder by percentage of total assets invested?

Ophir asset management pty is Montrose Environmental Group’s biggest shareholder by percentage of total assets invested, with 2.48% of its assets in 314.36K Montrose Environmental Group shares, valued at 14.01M$.

Who is the top mutual fund holder of Montrose Environmental Group shares?

UBS (Lux) ES L/T Thms $Q is the top mutual fund holder of Montrose Environmental Group shares, with 3.06% of its total shares outstanding invested in 1.05M Montrose Environmental Group shares.

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