Institutional Ownership Ameresco, Inc. (AMRC)
This table provides information about the institutional ownership of Ameresco, Inc. (AMRC). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
169
shares
|
$5,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
163
shares
|
$5,242
0.0% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
147
shares
|
$4,727
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
146
shares
|
$4,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
140
shares
|
$4,502
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
134
shares
|
$4,309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$3,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uscf Advisers LLC
Walnut Creek, CA |
Oct 30, 2025 Q3 2025 |
100
shares
|
$3,215
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
90
shares
|
$2,894
0.0% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
82
shares
|
$2,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
73
shares
|
$2,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
70
shares
|
$2,251
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
70
shares
|
$2,251
0.0% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
69
shares
|
$2,219
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
68
shares
|
$2,186
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
56
shares
|
$1,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
48
shares
|
$1,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
35
shares
|
$1,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25
shares
|
$803
0.0% of portfolio
|
Q3 2025
Reduced 89.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
25
shares
|
$803
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
15
shares
|
$482
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
7
shares
|
$225
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|