AMERESCO INC AMRC
CL A · Common Stock · CUSIP 02361E108 · ISIN US02361E1082
- SectorIndustrials
- IndustryConstruction - Special Trade Contractors
- HeadquartersFramingham, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.54. Options: 7 managers hold calls ($15.9m notional), 7 hold puts ($3.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 221 |
| Q4 2022 | 216 |
| Q1 2023 | 208 |
| Q2 2023 | 201 |
| Q3 2023 | 194 |
| Q4 2023 | 184 |
| Q1 2024 | 187 |
| Q2 2024 | 190 |
| Q3 2024 | 187 |
| Q4 2024 | 182 |
| Q1 2025 | 181 |
| Q2 2025 | 167 |
| Q3 2025 | 187 |
| Q4 2025 | 189 |
| Q1 2026 | 187 |
| Q2 2026 | 185 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 85 | 91 |
| Q4 2024 | 81 | 90 |
| Q1 2025 | 103 | 85 |
| Q2 2025 | 95 | 87 |
| Q3 2025 | 87 | 91 |
| Q4 2025 | 88 | 87 |
| Q1 2026 | 97 | 86 |
| Q2 2026 | 97 | 84 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $10.2m | $4.2m | 0.42 |
| Q4 2025 | $7.7m | $650.2k | 0.08 |
| Q1 2026 | $6.0m | $627.3k | 0.10 |
| Q2 2026 | $15.9m | $3.7m | 0.23 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +1.2m |
| First Eagle Investment Management, LLC | Added | +942.8k |
| MACKENZIE FINANCIAL CORP | New | +371.1k |
| JCP Investment Management, LLC | New | +339.0k |
| UBS Group AG | Added | +307.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +272.0k |
| STATE STREET CORP | Added | +271.6k |
| Legal & General Group Plc | Added | +247.1k |
| BlackRock, Inc. | Added | +194.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +161.7k |
Biggest sellers
| Granahan Investment Management, LLC | Reduced | -606.5k |
| ROYCE & ASSOCIATES LP | Reduced | -251.7k |
| Balyasny Asset Management L.P. | Sold out | -227.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -210.9k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduced | -198.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -166.8k |
| Empowered Funds, LLC | Reduced | -161.9k |
| CITADEL ADVISORS LLC | Reduced | -147.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -134.8k |
| MARSHALL WACE, LLP | Sold out | -87.2k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $6.8m247.7k shares |
| CITADEL ADVISORS LLC | Added | $3.8m138.7k shares |
| Kultura Capital Management LP | New | $2.2m81.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m66.1k shares |
| IMC-Chicago, LLC | Added | $941.2k34.1k shares |
| SIMPLEX TRADING, LLC | Added | $207.0k7.5k shares |
| GROUP ONE TRADING LLC | Reduced | $60.7k2.2k shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $1.4m51.6k shares |
| CITADEL ADVISORS LLC | Added | $745.2k27.0k shares |
| Crawford Fund Management, LLC | New | $662.4k24.0k shares |
| IMC-Chicago, LLC | New | $574.1k20.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $256.7k9.3k shares |
| GROUP ONE TRADING LLC | Added | $24.8k900 shares |
| SIMPLEX TRADING, LLC | New | $13.8k500 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Sakellaris George P 13G · exempt (held before listing) filed 2025-01-31 | 39.5% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.0 pts · filed 2026-05-15 | 10.2% |
| Grantham, Mayo, Van Otterloo & Co. LLC 13G · institution -2.6 pts · filed 2026-02-10 | 6.7% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-10-08 | 5.2% |
| GAGNON SECURITIES LLC 13G · passive investor +0.1 pts · filed 2026-08-27 | 5.0% |
| Gagnon Neil 13G · passive investor new · filed 2025-03-10 | 5.0% |
Fell to 5% or below in the last year: MILLENNIUM MANAGEMENT LLC (0.1%, 2026-10-13), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 2 | $1.1m | 0 | — | — |
| Q1 2025 | 4 | $1.3m | 3 | $845.1k | $845.1k |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $8.6k | $8.6k |
| Q4 2025 | 0 | — | 1 | $1.8m | $1.8m |
| Q1 2026 | 0 | — | 4 | $584.7k | $584.7k |
| Q2 2026 | 0 | — | 3 | $852.3k | $368.8k |
| Q3 2026 | 4 | $1.9m | 2 | $24.0k | $24.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Maltezos Louis P Co-President | Sold plan | $13.3k592 shares |
| 2026-09-15 | Chiplock Mark EVP, CFO & CAO | Sold plan | $10.7k476 shares |
| 2026-08-28 | Sakellaris George P Chief Executive Officer, director | Bought | $66.4k3.0k shares |
| 2026-08-27 | Sakellaris George P Chief Executive Officer, director | Bought | $91.4k4.0k shares |
| 2026-08-26 | Sakellaris George P Chief Executive Officer, director | Bought | $21.9k1.0k shares |
| 2026-08-25 | Sakellaris George P Chief Executive Officer, director | Bought | $109.7k5.0k shares |
| 2026-08-24 | Sutton Joseph W. Director | Bought | $202.4k9.7k shares |
| 2026-08-24 | Sakellaris George P Chief Executive Officer, director | Bought | $104.5k5.0k shares |
| 2026-08-24 | Miller Jennifer L Director | Bought | $41.9k2.0k shares |
| 2026-08-21 | Cox Brian C Director | Bought | $100.1k4.6k shares |
| 2026-08-11 | Sakellaris George P Chief Executive Officer, director | Bought | $25.9k1.0k shares |
| 2026-08-10 | Cox Brian C Director | Bought | $995.3k39.7k shares |
| 2026-08-10 | Sakellaris George P Chief Executive Officer, director | Bought | $25.3k1.0k shares |
| 2026-08-07 | Sakellaris George P Chief Executive Officer, director | Bought | $129.8k5.0k shares |
| 2026-05-29 | WISNESKI FRANCIS V JR Director | Sold | $180.6k5.0k shares |
| 2026-05-19 | WISNESKI FRANCIS V JR Director | Sold | $302.9k10.0k shares |
| 2026-05-18 | Miller Jennifer L Director | Sold plan | $322.7k10.0k shares |
| 2026-05-15 | STAVROPOULOS NICKOLAS Director | Sold plan | $46.1k1.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 3.4m $93.1m | Reduced -166.8k |
| BlackRock, Inc. 0.00% of their portfolio | 2.7m $73.2m | Added +194.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.13% of their portfolio | 2.0m $56.1m | Reduced -198.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.6m $44.2m | Added +161.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $44.2m | Added +271.6k |
| First Eagle Investment Management, LLC 0.03% of their portfolio | 1.5m $41.3m | Added +942.8k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.5m $41.0m | Added +1.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.4m $39.5m | Added +71.9k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.3m $34.7m | Reduced -13.7k |
| DNB Asset Management AS 0.08% of their portfolio | 1.0m $28.3m | Added +123.2k |
| ROYCE & ASSOCIATES LP 0.22% of their portfolio | 998.2k $27.5m | Reduced -251.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 914.2k $25.2m | Added +68.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 862.8k $23.8m | Added +70.0k |
| Handelsbanken Fonder AB 0.07% of their portfolio | 858.0k $23.7m | Added +42.8k |
| GAGNON SECURITIES LLC 4.40% of their portfolio | 826.6k $22.8m | Reduced -13.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 798.1k $22.0m | Added +272.0k |
| Legal & General Group Plc 0.00% of their portfolio | 796.3k $22.0m | Added +247.1k |
| UBS Group AG 0.00% of their portfolio | 726.0k $20.0m | Added +307.9k |
| Swedbank AB 0.02% of their portfolio | 718.0k $19.8m | Added +73.0k |
| MORGAN STANLEY 0.00% of their portfolio | 648.0k $17.9m | Reduced -22.6k |
| Redwood Grove Capital, LLC 3.80% of their portfolio | 543.5k $15.0m | Added +74.0k |
| Bandera Partners LLC 4.28% of their portfolio | 476.3k $12.1m | Unchanged |
| Gagnon Advisors, LLC 8.30% of their portfolio | 472.8k $13.0m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 418.9k $11.6m | Reduced -85.3k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 371.1k $10.2m | New |
| JCP Investment Management, LLC 5.00% of their portfolio | 339.0k $9.4m | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio | 320.6k $8.8m | Added +10.2k |
| Invesco Ltd. 0.00% of their portfolio | 318.8k $8.8m | Reduced -18.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 300.1k $8.3m | Added +126.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 295.4k $8.2m | Reduced -15.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 293.0k $8.1m | Added +20.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 267.4k $7.4m | Added +14.8k |
| Rock Point Advisors, LLC 1.43% of their portfolio | 211.8k $5.8m | Added +630 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 205.7k $5.7m | Added +4.3k |
| Guinness Asset Management LTD 0.09% of their portfolio | 193.4k $5.3m | Added +6.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 186.9k $5.2m | Added +158.6k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 184.9k $4.7m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 175.8k $4.9m | Reduced -35.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 161.2k $4.5m | Reduced -210.9k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 142.6k $3.9m | Reduced -72.6k |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 135.1k $3.7m | Added +13.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 124.6k $3.4m | Reduced -134.8k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 122.9k $3.4m | Reduced -27.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 119.9k $3.3m | Added +3.5k |
| KBC Group NV 0.01% of their portfolio | 111.9k $3.1m | Added +14.0k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.67% of their portfolio | 105.0k $2.9m | Reduced -21.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 101.4k $2.8m | Reduced -50.8k |
| Raiffeisen Bank International AG 0.03% of their portfolio | 100.0k $2.7m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 95.0k $2.6m | Reduced -30.4k |
| Nuveen, LLC 0.00% of their portfolio | 94.0k $2.6m | Added +14.3k |
| Erste Asset Management GmbH 0.02% of their portfolio | 91.2k $2.4m | Reduced -55.2k |
| CONNORS INVESTOR SERVICES INC 0.22% of their portfolio | 90.3k $2.5m | Reduced -35.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 76.6k $2.1m | Added +53.1k |
| Clean Yield Group 0.47% of their portfolio | 69.3k $1.9m | Added +2.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 65.6k $1.8m | Reduced -147.7k |
| Amundi 0.00% of their portfolio | 65.2k $1.8m | Added +6.2k |
| Swiss National Bank 0.00% of their portfolio | 64.7k $1.8m | Reduced -400 |
| Empowered Funds, LLC 0.01% of their portfolio | 63.8k $1.8m | Reduced -161.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 62.7k $1.7m | Added +28.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 60.9k $1.7m | Added +15.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 54.0k $1.5m | Reduced -53.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 53.6k $1.5m | Added +9.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio | 52.3k $1.4m | Added +3.3k |
| Trexquant Investment LP 0.01% of their portfolio | 52.3k $1.4m | Added +2.0k |
| ALPS ADVISORS INC 0.01% of their portfolio | 50.5k $1.4m | Added +1.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 48.1k $1.3m | Added +7.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 47.5k $1.3m | Reduced -248 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 44.4k $1.2m | Added +22.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 42.5k $1.2m | Added +8.4k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 42.0k $1.2m | Added +3.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 41.6k $1.1m | Added +3.8k |
| IRONWOOD INVESTMENT MANAGEMENT LLC 0.39% of their portfolio | 41.4k $1.1m | Added +19.0k |
| JUPITER ASSET MANAGEMENT LTD 0.01% of their portfolio | 41.2k $1.1m | Unchanged |
| Engineers Gate Manager LP 0.01% of their portfolio | 40.7k $1.1m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 40.6k $1.1m | Reduced -12.3k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 38.7k $1.1m | Reduced -86.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.3k $952.2k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 37.0k $1.0m | Added +7.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 34.9k $962.0k | Added +6.5k |
| CITIGROUP INC 0.00% of their portfolio | 34.7k $958.3k | Added +5.0k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.06% of their portfolio | 31.8k $878.3k | Added +3.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 30.7k $815.8k | Reduced -25.5k |
| Fideuram Asset Management (Ireland) dac 0.02% of their portfolio | 30.0k $797.1k | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio | 28.3k $782.2k | Added +1.5k |
| BARCLAYS PLC 0.00% of their portfolio | 27.6k $761.3k | Added +13.7k |
| CoreCommodity Management, LLC 0.14% of their portfolio | 25.8k $712.6k | Added +1.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 25.5k $704.0k | Added +2.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 25.2k $695.0k | Added +5.3k |
| Hartree Partners, LP 0.15% of their portfolio | 25.0k $690.0k | New |
| Granahan Investment Management, LLC 0.02% of their portfolio | 23.6k $652.0k | Reduced -606.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 23.4k $645.0k | Added +9.1k |
| Kuhn & Co Investment Counsel 0.36% of their portfolio | 22.6k $625.1k | Unchanged |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV 0.49% of their portfolio | 22.4k $619.2k | Added +1.9k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 21.8k $600.5k | New |
| Counterpoint Mutual Funds LLC 0.06% of their portfolio | 20.3k $560.9k | Reduced -10.5k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 20.0k $553.0k | Added +576 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 19.3k $531.9k | Added +756 |
| Quantinno Capital Management LP 0.00% of their portfolio | 17.8k $491.9k | Added +1.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 17.0k $467.4k | Reduced -8.5k |
| Jupiter Topco LLC 0.00% of their portfolio | 15.6k $429.1k | First filing |