Enphase Energy, Inc.
ENPH- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001463101
In the last 90 days, Enphase Energy, Inc. insiders filed 0 open-market purchases and 2 sales; 537 institutions reported holding it in 13F filings for Q2 2026, worth $6.10B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Enphase Energy, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 919
- −11 vs. Q4 2022
- Shares held
- 101.8M
- −1.37M (−1.3%) vs. Q4 2022
- Total value
- $20.9B
- −$6.33B (−23.2%) vs. Q4 2022
- New holders
- 146
- 380 more added
- Sold out
- 157
- 302 more reduced
13 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ENPH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 537 | $6.10B |
| Q1 2026 | 495 | $4.73B |
| Q4 2025 | 473 | $4.04B |
| Q3 2025 | 492 | $4.29B |
| Q2 2025 | 520 | $4.95B |
| Q1 2025 | 591 | $7.16B |
| Q4 2024 | 626 | $8.09B |
| Q3 2024 | 735 | $12.8B |
| Q2 2024 | 718 | $11.1B |
| Q1 2024 | 726 | $12.6B |
| Q4 2023 | 762 | $13.5B |
| Q3 2023 | 786 | $12.0B |
| Q2 2023 | 866 | $17.0B |
| Q1 2023 | 919 | $20.9B |
| Q4 2022 | 943 | $27.3B |
| Q3 2022 | 888 | $28.5B |
| Q2 2022 | 812 | $19.2B |
| Q1 2022 | 772 | $19.2B |
| Q4 2021 | 751 | $17.1B |
| Q3 2021 | 642 | $14.1B |
| Q2 2021 | 630 | $17.1B |
| Q1 2021 | 633 | $14.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Antonetti Capital Management LLC | 1 | $210 | 0.00% | −1−50.0% | Reduced |
| Tfo-TDC, LLC | 1 | $210 | 0.00% | −38−97.4% | Reduced |
| WestEnd Advisors, LLC | – | $210 | 0.00% | – | – |
| Investors Research Corp | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $210 | 0.00% | +1 | New |
| 25 LLC | 2 | $327 | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 2 | $421 | 0.00% | −52,517−100.0% | Reduced |
| True Wealth Design, LLC | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $630 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 3 | $631 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $631 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 4 | $841 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| SkyView Investment Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| West Paces Advisors Inc. | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $1.26K | 0.00% | −2−25.0% | Reduced |
| ICA Group Wealth Management, LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.68K | 0.00% | −397−98.0% | Reduced |
| NFJ Investment Group, LLC | 9 | $1.89K | 0.00% | −1,263−99.3% | Reduced |
| MCF Advisors LLC | 9 | $1.89K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 9 | $1.89K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | −5−35.7% | Reduced |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $2.10K | 0.00% | +10 | New |
| Clearview Wealth Advisors LLC | 10 | $2.10K | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $2.41K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12 | $2.46K | 0.00% | +12 | New |
| Lee Financial Co | 13 | $2.73K | 0.00% | −4−23.5% | Reduced |
| Raffa Wealth Management, LLC | 14 | $2.94K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $2.94K | 0.00% | +14 | New |
| Piershale Financial Group, Inc. | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 19 | $4.00K | 0.00% | +19 | New |
| Schubert & Co | 19 | $4.00K | 0.00% | −10−34.5% | Reduced |
| Abound Wealth Management | 19 | $4.00K | 0.00% | +8+72.7% | Added |
| Benjamin Edwards Inc | 21 | $4.00K | 0.00% | −394−94.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| Private Ocean, LLC | 20 | $4.21K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 21 | $4.42K | 0.00% | +3+16.7% | Added |
| West Financial Advisors, LLC | 22 | $4.63K | 0.00% | +22 | New |
| Proequities, Inc. | 26 | $5.47K | 0.00% | −162−86.2% | Reduced |
| Valley National Advisers Inc | 27 | $6.00K | 0.00% | −23−46.0% | Reduced |
| City State Bank | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $6.31K | 0.00% | +3+11.1% | Added |
| CoreFirst Bank & Trust | 30 | $6.31K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 32 | $6.73K | 0.00% | −100−75.8% | Reduced |
| Quent Capital, LLC | 32 | $6.73K | 0.00% | −5−13.5% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $6.94K | 0.00% | −5−13.2% | Reduced |
| Park Place Capital Corp | 36 | $7.57K | 0.00% | −171−82.6% | Reduced |
| Asset Dedication, LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 39 | $8.01K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $8.41K | 0.01% | 00.0% | Unchanged |
| American National Bank | 41 | $8.62K | 0.00% | −6−12.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 41 | $8.62K | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 42 | $8.83K | 0.00% | −16−27.6% | Reduced |
| Gradient Investments LLC | 42 | $8.83K | 0.00% | +32+320.0% | Added |
| Private Trust Co NA | 45 | $9.46K | 0.00% | −126−73.7% | Reduced |
| Ofi Invest Asset Management | 2,048,337 | $9.74K | 0.05% | +2,048,337 | New |
| Cohen & Steers, Inc. | 49 | $10.0K | 0.00% | +49 | New |
| JJJ Advisors Inc. | 50 | $10.4K | 0.00% | −1−2.0% | Reduced |
| Salem Investment Counselors Inc | 50 | $10.5K | 0.00% | −3,520−98.6% | Reduced |
| Stonebridge Capital Advisors LLC | 50 | $10.5K | 0.00% | +50 | New |
| Piscataqua Savings Bank | 50 | $10.5K | 0.01% | +50 | New |
| Strengthening Families & Communities, LLC | 51 | $11.0K | 0.01% | +30+142.9% | Added |
| Milestone Investment Advisors LLC | 54 | $11.4K | 0.00% | +54 | New |
| EverSource Wealth Advisors, LLC | 56 | $11.8K | 0.00% | −23−29.1% | Reduced |
| Rational Advisors LLC | 60 | $12.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 60 | $12.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 60 | $12.6K | 0.00% | +35+140.0% | Added |
| Ahrens Investment Partners LLC | 60 | $12.6K | 0.01% | +60 | New |
| Core Alternative Capital | 65 | $13.7K | 0.00% | +24+58.5% | Added |
| Armstrong Advisory Group, Inc | 65 | $13.7K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 77 | $16.2K | 0.01% | −3,539−97.9% | Reduced |
| Crewe Advisors LLC | 77 | $16.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 80 | $16.8K | 0.00% | −16,281−99.5% | Reduced |
| Whittier Trust Co | 83 | $17.5K | 0.00% | −234−73.8% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $19.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $19.3K | 0.01% | −32−25.8% | Reduced |
| Earnest Partners LLC | 92 | $19.3K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 94 | $19.8K | 0.03% | +94 | New |
| Riverview Trust Co | 95 | $20.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 102 | $21.0K | 0.02% | −645−86.3% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $21.0K | 0.00% | +100 | New |
| Gould Capital, LLC | 100 | $21.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 100 | $21.0K | 0.07% | +20+25.0% | Added |
| BOK Financial Private Wealth, Inc. | 100 | $21.0K | 0.00% | +100 | New |
| Trium Capital LLP | 104 | $22.0K | 0.01% | +104 | New |
| Atlantic Trust, LLC | 110 | $23.1K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 115 | $24.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 115 | $24.2K | 0.01% | 00.0% | Unchanged |
| Agur Provident & Training Funds Management Ltd | 15,250 | $25.0K | 0.01% | +15,250 | New |
| Massmutual Trust Co FSB | 120 | $25.2K | 0.00% | +13+12.1% | Added |
| NewSquare Capital LLC | 121 | $25.4K | 0.00% | +17+16.3% | Added |
| TFC Financial Management | 125 | $26.3K | 0.01% | +2+1.6% | Added |
| GPS Wealth Strategies Group, LLC | 125 | $26.3K | 0.01% | +125 | New |
| Fred Alger Management, LLC | 136 | $28.6K | 0.00% | −34,861−99.6% | Reduced |