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; 538 institutions reported holding it in 13F filings for Q2 2026, worth $6.11B 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 | 538 | $6.11B |
| 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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 210 | $44.2K | 0.01% | −152−42.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $42.1K | 0.00% | −16−7.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $42.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 202 | $42.0K | 0.04% | +1+0.5% | Added |
| Arlington Partners LLC | 192 | $40.4K | 0.01% | +25+15.0% | Added |
| Venturi Wealth Management, LLC | 174 | $36.6K | 0.00% | +174 | New |
| Ellevest, Inc. | 174 | $36.6K | 0.00% | −82−32.0% | Reduced |
| AlphaCentric Advisors LLC | 166 | $34.9K | 0.02% | −9−5.1% | Reduced |
| CVA Family Office, LLC | 165 | $34.7K | 0.01% | +5+3.1% | Added |
| Glassman Wealth Services | 160 | $33.6K | 0.01% | −12−7.0% | Reduced |
| Horan Securities, Inc. | 159 | $33.4K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 175 | $33.0K | 0.03% | −9,197−98.1% | Reduced |
| Parkside Financial Bank & Trust | 155 | $32.6K | 0.01% | −85−35.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 150 | $32.0K | 0.00% | −922−86.0% | Reduced |
| McIlrath & Eck, LLC | 151 | $31.8K | 0.01% | +1+0.7% | Added |
| Zions Bancorporation, N.A. | 148 | $31.1K | 0.00% | −25−14.5% | Reduced |
| Sutton Wealth Advisors Inc. | 146 | $30.7K | 0.02% | +93+175.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 145 | $30.5K | 0.00% | +46+46.5% | Added |
| Larson Financial Group LLC | 143 | $30.1K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 136 | $28.6K | 0.00% | −34,861−99.6% | Reduced |
| TFC Financial Management | 125 | $26.3K | 0.01% | +2+1.6% | Added |
| GPS Wealth Strategies Group, LLC | 125 | $26.3K | 0.01% | +125 | New |
| NewSquare Capital LLC | 121 | $25.4K | 0.00% | +17+16.3% | Added |
| Massmutual Trust Co FSB | 120 | $25.2K | 0.00% | +13+12.1% | Added |
| Agur Provident & Training Funds Management Ltd | 15,250 | $25.0K | 0.01% | +15,250 | New |
| Baldwin Brothers Inc | 115 | $24.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 115 | $24.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $23.1K | 0.01% | 00.0% | Unchanged |
| Trium Capital LLP | 104 | $22.0K | 0.01% | +104 | 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 |
| FNY Investment Advisers, LLC | 102 | $21.0K | 0.02% | −645−86.3% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $21.0K | 0.00% | +100 | New |
| Riverview Trust Co | 95 | $20.0K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 94 | $19.8K | 0.03% | +94 | New |
| Farther Finance Advisors, LLC | 92 | $19.3K | 0.01% | −32−25.8% | Reduced |
| Earnest Partners LLC | 92 | $19.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $19.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 83 | $17.5K | 0.00% | −234−73.8% | Reduced |
| Catalyst Capital Advisors LLC | 80 | $16.8K | 0.00% | −16,281−99.5% | Reduced |
| AXS Investments LLC | 77 | $16.2K | 0.01% | −3,539−97.9% | Reduced |
| Crewe Advisors LLC | 77 | $16.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $13.7K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 65 | $13.7K | 0.00% | +24+58.5% | Added |
| 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 |
| EverSource Wealth Advisors, LLC | 56 | $11.8K | 0.00% | −23−29.1% | Reduced |
| Milestone Investment Advisors LLC | 54 | $11.4K | 0.00% | +54 | New |
| Strengthening Families & Communities, LLC | 51 | $11.0K | 0.01% | +30+142.9% | Added |
| 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 |
| JJJ Advisors Inc. | 50 | $10.4K | 0.00% | −1−2.0% | Reduced |
| Cohen & Steers, Inc. | 49 | $10.0K | 0.00% | +49 | New |
| Ofi Invest Asset Management | 2,048,337 | $9.74K | 0.05% | +2,048,337 | New |
| Private Trust Co NA | 45 | $9.46K | 0.00% | −126−73.7% | Reduced |
| 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 |
| 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 |
| CNB Bank | 40 | $8.41K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 39 | $8.01K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 36 | $7.57K | 0.00% | −171−82.6% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $6.94K | 0.00% | −5−13.2% | Reduced |
| Godsey & Gibb Associates | 32 | $6.73K | 0.00% | −100−75.8% | Reduced |
| Quent Capital, LLC | 32 | $6.73K | 0.00% | −5−13.5% | Reduced |
| Ancora Advisors, LLC | 30 | $6.31K | 0.00% | +3+11.1% | Added |
| CoreFirst Bank & Trust | 30 | $6.31K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 27 | $6.00K | 0.00% | −23−46.0% | Reduced |
| City State Bank | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $5.47K | 0.00% | −162−86.2% | Reduced |
| West Financial Advisors, LLC | 22 | $4.63K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 21 | $4.42K | 0.00% | +3+16.7% | Added |
| Private Ocean, LLC | 20 | $4.21K | 0.00% | +20 | New |
| Benjamin Edwards Inc | 21 | $4.00K | 0.00% | −394−94.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| Schubert & Co | 19 | $4.00K | 0.00% | −10−34.5% | Reduced |
| Abound Wealth Management | 19 | $4.00K | 0.00% | +8+72.7% | Added |
| Central Bank & Trust Co | 19 | $4.00K | 0.00% | +19 | New |
| Piershale Financial Group, Inc. | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.94K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $2.94K | 0.00% | +14 | New |
| Lee Financial Co | 13 | $2.73K | 0.00% | −4−23.5% | Reduced |
| Sunbelt Securities, Inc. | 12 | $2.46K | 0.00% | +12 | New |
| DT Investment Partners, LLC | 15 | $2.41K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |