MONTROSE ENVIRONMENTAL GROUP ONT
COM · Common Stock · CUSIP 615111101 · ISIN US6151111019
American multinational environmental company
- SectorIndustrials
- IndustryServices-Management Consulting Services
- HeadquartersIrvine, CA
- Websitemontrose-env.com
- 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 ($35.1m this quarter). Holder counts are more reliable. Shares outstanding: 35.1m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $20.29. Options: 5 managers hold calls ($4.8m notional), 3 hold puts ($3.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 126 |
| Q4 2022 | 131 |
| Q1 2023 | 134 |
| Q2 2023 | 145 |
| Q3 2023 | 153 |
| Q4 2023 | 160 |
| Q1 2024 | 169 |
| Q2 2024 | 174 |
| Q3 2024 | 181 |
| Q4 2024 | 166 |
| Q1 2025 | 167 |
| Q2 2025 | 163 |
| Q3 2025 | 187 |
| Q4 2025 | 186 |
| Q1 2026 | 171 |
| Q2 2026 | 157 |
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 | 113 | 73 |
| Q4 2024 | 94 | 94 |
| Q1 2025 | 86 | 76 |
| Q2 2025 | 94 | 81 |
| Q3 2025 | 103 | 76 |
| Q4 2025 | 94 | 89 |
| Q1 2026 | 78 | 96 |
| Q2 2026 | 88 | 87 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $16.2m | $3.0m | 0.19 |
| Q4 2025 | $12.3m | $1.4m | 0.12 |
| Q1 2026 | $4.0m | $2.2m | 0.55 |
| Q2 2026 | $4.8m | $3.5m | 0.73 |
Biggest buyers
| Corvex Management LP | New | +1.8m |
| NOMURA HOLDINGS INC | New | +1.2m |
| FMR LLC | Added | +875.0k |
| Assenagon Asset Management S.A. | New | +715.6k |
| UBS Group AG | Added | +705.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +565.6k |
| ALLIANCEBERNSTEIN L.P. | Added | +359.2k |
| Private Capital Management, LLC | New | +297.3k |
| ArrowMark Colorado Holdings LLC | Added | +199.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +145.2k |
Biggest sellers
| ALGERT GLOBAL LLC | Reduced | -540.6k |
| FRED ALGER MANAGEMENT, LLC | Sold out | -388.0k |
| Avalon Trust Co | Reduced | -385.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC | Sold out | -268.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -263.5k |
| Summit Creek Advisors LLC | Reduced | -236.4k |
| JANE STREET GROUP, LLC | Sold out | -145.4k |
| MACKENZIE FINANCIAL CORP | Sold out | -134.5k |
| Nuveen, LLC | Reduced | -113.7k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Sold out | -111.5k |
Biggest calls
| Caption Management, LLC | Added | $2.5m123.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m52.2k shares |
| CITADEL ADVISORS LLC | Reduced | $658.8k32.6k shares |
| SIMPLEX TRADING, LLC | Added | $331.4k16.4k shares |
| IMC-Chicago, LLC | New | $272.8k13.5k shares |
Biggest puts
| Caption Management, LLC | Added | $2.7m135.7k shares |
| SIMPLEX TRADING, LLC | New | $456.7k22.6k shares |
| IMC-Chicago, LLC | New | $325.4k16.1k 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 |
|---|---|
| FMR LLC 13G · institution new · filed 2026-09-08 | 12.7% |
| BAMCO INC /NY/ 13G · institution -1.7 pts · filed 2025-11-14 | 6.1% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13G · institution new · filed 2026-08-14 | 6.0% |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P. 13G · institution new · filed 2026-05-11 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), MACQUARIE GROUP LTD (0.0%, 2026-02-13), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (3.7%, 2025-11-12)
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 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $180.7k | 0 | — | — |
| Q2 2025 | 1 | $49.0k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $2.2m | $2.2m |
| Q1 2026 | 0 | — | 4 | $5.8m | $2.4m |
| Q2 2026 | 2 | $610.0k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-05 | GRAHAM PETER Director | Bought | $432.2k25.1k shares |
| 2026-06-03 | GRAHAM PETER Director | Bought | $77.5k4.9k shares |
| 2026-05-11 | Dicks Allan Chief Financial Officer | Bought | $100.4k6.5k 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 |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.3m $66.2m | Added +124.1k |
| BAMCO INC /NY/ 0.06% of their portfolio | 2.1m $43.2m | Reduced -30.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 2.1m $42.4m | Added +565.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.9m $39.0m | Reduced -29.7k |
| Corvex Management LP 1.11% of their portfolio | 1.8m $35.8m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.5m $32.6m | Added +359.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $29.4m | Added +17.3k |
| FMR LLC 0.00% of their portfolio | 1.4m $29.2m | Added +875.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.3m $25.3m | Reduced -263.5k |
| NOMURA HOLDINGS INC 0.11% of their portfolio | 1.2m $25.2m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.2m $25.1m | Reduced -102.2k |
| ROYCE & ASSOCIATES LP 0.18% of their portfolio | 1.1m $22.1m | Added +139.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.0m $20.3m | Added +145.2k |
| Amundi 0.00% of their portfolio | 928.7k $18.8m | Added +48.6k |
| UBS Group AG 0.00% of their portfolio | 927.3k $18.7m | Added +705.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 869.3k $17.6m | Added +65.5k |
| Legal & General Group Plc 0.00% of their portfolio | 818.0k $16.5m | Added +64.3k |
| STATE STREET CORP 0.00% of their portfolio | 798.9k $16.1m | Added +70.4k |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 792.7k $16.0m | Reduced -2.6k |
| Stephens Investment Management Group LLC 0.16% of their portfolio | 736.8k $14.9m | Added +41.8k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 715.6k $14.5m | New |
| MORGAN STANLEY 0.00% of their portfolio | 618.2k $12.5m | Added +109.4k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 505.7k $10.8m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 441.2k $8.9m | Added +130.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 401.9k $8.1m | Added +60.6k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 383.4k $7.7m | Reduced -10.5k |
| ArrowMark Colorado Holdings LLC 0.29% of their portfolio | 339.5k $6.9m | Added +199.5k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 332.0k $6.7m | Reduced -20.5k |
| Private Capital Management, LLC 0.54% of their portfolio | 297.3k $6.0m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 294.9k $6.0m | Added +93.5k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 285.4k $5.8m | Added +116.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 280.9k $5.7m | Reduced -2.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 276.7k $5.6m | Reduced -96.0k |
| Summit Creek Advisors LLC 1.89% of their portfolio | 274.7k $5.6m | Reduced -236.4k |
| CenterBook Partners LP 0.26% of their portfolio | 264.3k $5.3m | Added +123.8k |
| Granahan Investment Management, LLC 0.19% of their portfolio | 259.7k $5.2m | Added +17.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 240.0k $4.8m | Reduced -33.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 221.2k $4.5m | Added +9.1k |
| Raiffeisen Bank International AG 0.05% of their portfolio | 200.0k $4.1m | Added +113.3k |
| Invesco Ltd. 0.00% of their portfolio | 197.3k $4.0m | Added +15.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 182.2k $3.7m | Reduced -40.4k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 181.9k $3.7m | Added +47.8k |
| Global Alpha Capital Management Ltd. 0.21% of their portfolio | 173.3k $3.5m | Added +30.3k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 173.0k $3.5m | Reduced -93.9k |
| Nuveen, LLC 0.00% of their portfolio | 158.6k $3.2m | Reduced -113.7k |
| OP Asset Management Ltd 0.03% of their portfolio | 156.2k $3.2m | Unchanged |
| Penn Capital Management Company, LLC 0.18% of their portfolio | 138.7k $2.8m | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 131.0k $2.6m | Added +2.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 124.2k $2.5m | Added +45.6k |
| NEXPOINT ASSET MANAGEMENT, L.P. 0.15% of their portfolio | 110.4k $2.2m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 106.7k $2.2m | Added +7.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 102.0k $2.1m | Reduced -16.9k |
| XTX Topco Ltd 0.03% of their portfolio | 101.3k $2.0m | Added +64.5k |
| Conestoga Capital Advisors, LLC 0.04% of their portfolio | 96.6k $2.0m | Added +13.0k |
| CITIGROUP INC 0.00% of their portfolio | 95.5k $1.9m | Reduced -61.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 85.1k $1.7m | New |
| Empowered Funds, LLC 0.01% of their portfolio | 85.1k $1.7m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 78.9k $1.6m | Reduced -75.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 69.0k $1.4m | Reduced -81.4k |
| Swiss National Bank 0.00% of their portfolio | 67.1k $1.4m | Added +1.0k |
| Caption Management, LLC 0.05% of their portfolio | 63.8k $1.3m | New |
| Holcombe Financial, Inc. 0.72% of their portfolio | 63.2k $1.3m | Added +15.6k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 58.4k $1.2m | Reduced -540.6k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% of their portfolio | 57.8k $1.2m | Added +8.2k |
| Cladis Investment Advisory, LLC 0.54% of their portfolio | 56.8k $1.1m | Added +3.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 56.2k $1.1m | Added +308 |
| Creative Planning 0.00% of their portfolio | 55.4k $1.1m | Added +1.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.07% of their portfolio | 54.0k $1.1m | Added +15.7k |
| Avalon Trust Co 0.06% of their portfolio | 51.2k $1.0m | Reduced -385.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 51.1k $1.0m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 47.6k $961.4k | Reduced -59.9k |
| JUPITER ASSET MANAGEMENT LTD 0.00% of their portfolio | 43.0k $869.6k | Added +25.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 42.8k $864.3k | Added +11.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 41.4k $836.7k | Added +8.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 39.2k $793.2k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 36.9k $745.8k | Added +7.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 35.0k $709.0k | Added +4.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 33.3k $673.0k | Added +4.9k |
| Boston Partners 0.00% of their portfolio | 32.1k $649.0k | New |
| MANAGED ASSET PORTFOLIOS, LLC 0.07% of their portfolio | 31.3k $631.7k | Added +1.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 29.6k $599.1k | Reduced -81.4k |
| Pinnacle Financial Partners, Inc. 0.00% of their portfolio | 27.3k $552.4k | Unchanged |
| EQUITABLE TRUST CO 0.02% of their portfolio | 24.5k $494.6k | New |
| Mariner, LLC 0.00% of their portfolio | 24.3k $490.2k | Reduced -14.8k |
| Freestone Grove Partners LP 0.00% of their portfolio | 23.5k $475.1k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 22.8k $461.4k | Added +10.5k |
| Horrell Capital Management, Inc. 0.19% of their portfolio | 20.2k $407.3k | Reduced -2.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 20.0k $404.2k | Added +1.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 19.9k $401.7k | Unchanged |
| State of Wyoming 0.04% of their portfolio | 18.2k $368.6k | Added +8.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 17.0k $344.4k | Reduced -7.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 16.9k $344.4k | Added +145 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 15.8k $318.9k | Added +282 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 14.9k $300.3k | Unchanged |
| Jupiter Topco LLC 0.00% of their portfolio | 14.5k $294.2k | First filing |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 13.1k $264.2k | Unchanged |
| Groupe la Francaise 0.00% of their portfolio | 13.0k $263.0k | Added +1.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.4k $250.7k | Reduced -9.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 12.3k $249.4k | Added +2.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 11.9k $240.5k | Reduced -3.4k |