MEG — MONTROSE ENVIRONMENTAL GROUP
Reported value held$517.70M
Funds holding (latest)41
Sector—
Funds holding (Q2 2026)28
Institutional value$388.75M · 19.27M sh
New / Add / Cut / Exit2 / 17 / 9 / 2
Top-5 / Top-10 concentration54.9% / 81.2%
Institutional holdings change
Accumulating +16.8%
(+2.77M sh)
Institutional value change
Up +7.9%
As of Q2 2026, 28 SEC-registered investment managers reported holding MEG (MONTROSE ENVIRONMENTAL GROUP) in their latest 13F filings, with a combined reported value of $388.75M across 19.27M shares. That is +16.8% by share count (+2.77M shares) versus the previous quarter, while reported value moved +7.9%. Ownership is concentrated: the five largest holders account for 54.9% of reported value and the top ten for 81.2%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 3.27M | $66.19M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 1.99M | $49.33M | 0.00% | Add |
| Capital Research Global Investors history | Q1 2023 | 1.36M | $48.58M | 0.01% | Reduce |
| Baron Funds history | Q2 2026 | 2.14M | $43.20M | 0.10% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.93M | $39.02M | 0.00% | Reduce |
| Corvex Management history | Q2 2026 | 1.77M | $35.77M | 1.09% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.44M | $29.17M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 1.24M | $25.14M | 0.01% | Reduce |
| Royce & Associates history | Q2 2026 | 1.09M | $22.11M | 0.18% | Add |
| Janus Henderson Group history | Q1 2026 | 867.04K | $18.98M | 0.01% | Add |
| Amundi US history | Q2 2026 | 928.65K | $18.81M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 927.32K | $18.74M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 869.27K | $17.57M | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 818.00K | $16.53M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 618.25K | $12.49M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 441.15K | $8.92M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 401.86K | $8.12M | 0.00% | Add |
| Wellington Management Group history | Q2 2025 | 271.34K | $5.94M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 276.66K | $5.59M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 239.95K | $4.85M | 0.00% | Reduce |
New Positions (Q2 2026)
- Corvex Management 1.77M sh · $35.77M
- JPMorgan Chase & Co 16.88K sh · $344.42K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 867.04K sh · $18.98M
- Arrowstreet Capital sold 29.02K sh · $635.18K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.62M | 2.82M | 2.79M | 2.87M | 3.19M | 3.24M | 3.15M | 3.27M |
| Baron Funds | 651.54K | 651.54K | 651.54K | 761.14K | 761.14K | 706.34K | 956.19K | 1.01M | 1.01M | 1.05M | 1.15M | 1.16M | 1.24M | 2.29M | 2.70M | 2.76M | 2.16M | 2.16M | 2.17M | 2.14M |
| Goldman Sachs Group | 22.73K | 28.41K | 24.59K | 11.64K | 28.76K | 32.85K | 32.64K | 71.11K | 85.11K | 95.76K | 102.17K | 129.25K | 187.80K | 234.30K | 326.97K | 287.49K | 757.23K | 1.73M | 1.96M | 1.93M |
| Corvex Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.77M |
| Fidelity Management & Research (FMR) | 174.31K | 70.00K | 713 | 531 | 238.57K | 492.18K | 646.92K | 524.22K | 448.99K | 188.56K | 17.35K | 316.95K | 352.26K | 12.79K | 151.80K | 299.09K | 437.55K | 452.86K | 568.37K | 1.44M |
| Principal Global Investors | 11.86K | 20.08K | 24.72K | — | — | — | — | — | — | — | — | 22.93K | — | — | — | — | — | 1.28M | 1.35M | 1.24M |
| Royce & Associates | — | — | — | — | — | — | — | — | 129.00K | 219.26K | 146.65K | 240.75K | 345.07K | 318.86K | 852.85K | 1.03M | 875.50K | 787.53K | 954.78K | 1.09M |
| Amundi US | — | — | — | — | 2.24K | 4.69K | 5.22K | 6.03K | 6.32K | 5.67K | 5.39K | 4.15K | 3.88K | 3.96K | 3.92K | — | — | — | 880.03K | 928.65K |
| UBS Group AG | 160.04K | 178.45K | 32.22K | 127.98K | 86.77K | 93.57K | 64.99K | 68.87K | 68.47K | 83.20K | 73.55K | 58.48K | 62.55K | 554.99K | 516.62K | 508.39K | 313.39K | 63.24K | 221.78K | 927.32K |
| Geode Capital Management | 390.55K | 426.86K | 454.54K | 458.75K | 472.53K | 489.01K | 507.53K | 533.44K | 553.96K | 584.83K | 603.69K | 693.20K | 716.56K | 718.15K | 737.71K | 765.03K | 764.88K | 774.88K | 803.73K | 869.27K |
| Legal & General Investment Management America | 7.78K | 8.09K | 8.77K | 9.27K | 9.97K | 9.96K | 10.40K | 23.39K | 26.91K | 26.80K | 26.23K | 30.05K | 30.66K | 30.37K | 800.69K | 904.15K | 615.92K | 638.63K | 753.68K | 818.00K |
| Morgan Stanley | 71.00K | 100.40K | 218.40K | 158.24K | 164.25K | 154.54K | 188.22K | 176.33K | 173.96K | 244.50K | 130.79K | 280.87K | 348.00K | 428.25K | 295.17K | 234.52K | 484.50K | 559.92K | 508.81K | 618.25K |
| Millennium Management | 28.81K | 10.49K | 28.46K | — | — | — | — | — | 111.73K | 36.46K | 8.07K | 86.29K | 945.05K | 1.44M | 1.50M | 793.75K | 243.86K | 71.59K | 311.17K | 441.15K |
| Northern Trust Corp | 458.12K | 495.11K | 493.71K | 496.19K | 489.33K | 489.37K | 478.71K | 521.15K | 462.32K | 504.89K | 501.27K | 487.73K | 477.98K | 583.52K | 601.70K | 346.26K | 349.07K | 326.13K | 341.30K | 401.86K |
| Bank of America Corp | 605.38K | 677.79K | 568.95K | 618.47K | 589.51K | 556.47K | 585.59K | 640.01K | 632.03K | 771.59K | 796.06K | 874.87K | 1.28M | 1.82M | 1.81M | 1.12M | 930.61K | 402.60K | 372.64K | 276.66K |
| Charles Schwab Investment Management | 58.38K | 67.44K | 69.02K | 70.81K | 198.23K | 203.58K | 203.23K | 206.91K | 214.05K | 216.70K | 219.43K | 257.56K | 263.70K | 265.53K | 259.23K | 266.38K | 273.26K | 274.48K | 273.04K | 239.95K |
| Citadel Advisors | 173.04K | 211.31K | 160.35K | 58.74K | 35.44K | 53.22K | 100.63K | 141.37K | 162.18K | 134.30K | 50.57K | 67.22K | 429.37K | 173.70K | 226.29K | 244.79K | 296.58K | 219.25K | 268.79K | 214.78K |
| Invesco Ltd | 344.88K | 442.51K | 466.04K | 489.40K | 485.98K | 461.25K | 454.38K | 519.60K | 474.76K | 526.51K | 421.69K | 403.08K | 117.48K | 138.80K | 134.48K | 152.09K | 145.13K | 170.65K | 181.50K | 197.30K |
| BNY Mellon | 105.85K | 116.20K | 114.36K | 110.52K | 112.98K | 108.30K | 105.95K | 110.35K | 108.37K | 112.88K | 101.83K | 378.00K | 320.21K | 482.17K | 170.59K | 100.13K | 102.72K | 101.32K | 99.45K | 106.72K |
| Citigroup Inc | 3.09K | 7.20K | 1.81K | 2.59K | 1.34K | 1.63K | 1.62K | 10.22K | 1.26K | 5.09K | 5.91K | 7.87K | 23.92K | 27.63K | 24.89K | 100.83K | 90.46K | 1.72K | 156.45K | 95.47K |