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, Q4 2023
Institutional positions in Enphase Energy, Inc. as of Dec 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
- 762
- −13 vs. Q3 2023
- Shares held
- 102.4M
- +2.29M (+2.3%) vs. Q3 2023
- Total value
- $13.5B
- +$1.48B (+12.3%) vs. Q3 2023
- New holders
- 139
- 228 more added
- Sold out
- 152
- 307 more reduced
11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 108 | $14.3K | 0.00% | −42−28.0% | Reduced |
| Atlantic Trust, LLC | 110 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 112 | $14.8K | 0.01% | +112 | New |
| Loomis Sayles & Co L P | 112 | $15.0K | 0.00% | −520−82.3% | Reduced |
| Baldwin Brothers Inc | 115 | $15.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 115 | $15.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 123 | $16.3K | 0.00% | +2+1.7% | Added |
| American National Bank | 124 | $16.4K | 0.00% | +124 | New |
| Sunbelt Securities, Inc. | 144 | $19.0K | 0.00% | −2−1.4% | Reduced |
| Proequities, Inc. | 148 | $19.6K | 0.00% | +72+94.7% | Added |
| Optimum Investment Advisors | 150 | $19.8K | 0.01% | −150−50.0% | Reduced |
| McIlrath & Eck, LLC | 150 | $19.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 150 | $19.8K | 0.02% | +150 | New |
| Evergreen Private Wealth LLC | 151 | $20.0K | 0.01% | +151 | New |
| Arlington Partners LLC | 167 | $22.1K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 167 | $22.1K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 175 | $23.1K | 0.01% | −628−78.2% | Reduced |
| American State Bank (Iowa) | 197 | $26.0K | 0.02% | +197 | New |
| VisionPoint Advisory Group, LLC | 200 | $26.4K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $26.4K | 0.00% | +200 | New |
| LM Advisors LLC | 200 | $26.4K | 0.01% | +200 | New |
| Caldwell Sutter Capital, Inc. | 202 | $26.7K | 0.01% | +72+55.4% | Added |
| Spire Wealth Management | 268 | $27.8K | 0.00% | −189−41.4% | Reduced |
| Catalyst Capital Advisors LLC | 218 | $28.8K | 0.00% | +26+13.5% | Added |
| CVA Family Office, LLC | 235 | $31.1K | 0.01% | +235 | New |
| Geneos Wealth Management Inc. | 250 | $33.0K | 0.00% | −2−0.8% | Reduced |
| First Horizon Advisors, Inc. | 257 | $34.0K | 0.00% | +38+17.4% | Added |
| MV Capital Management, Inc. | 259 | $34.2K | 0.00% | −6−2.3% | Reduced |
| Larson Financial Group LLC | 266 | $35.1K | 0.00% | −1,373−83.8% | Reduced |
| Parkside Financial Bank & Trust | 267 | $35.3K | 0.01% | −43−13.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 270 | $35.7K | 0.02% | −1−0.4% | Reduced |
| Lindbrook Capital, LLC | 283 | $37.4K | 0.00% | −181−39.0% | Reduced |
| Ronald Blue Trust, Inc. | 330 | $39.0K | 0.00% | +218+194.6% | Added |
| Addison Advisors LLC | 325 | $42.9K | 0.02% | +304+1,447.6% | Added |
| Trifecta Capital Advisors, LLC | 335 | $44.3K | 0.01% | −9−2.6% | Reduced |
| Plato Investment Management Ltd | 337 | $44.5K | 0.05% | +337 | New |
| Huntington National Bank | 339 | $44.8K | 0.00% | +157+86.3% | Added |
| Rakuten Investment Management, Inc. | 338 | $45.6K | 0.00% | +338 | New |
| Ci Investments Inc. | 370 | $49.0K | 0.00% | −17−4.4% | Reduced |
| Hall Laurie J Trustee | 365 | $49.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 396 | $52.3K | 0.00% | +256+182.9% | Added |
| Alta Advisers Ltd | 400 | $52.9K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 393 | $53.0K | 0.00% | −801−67.1% | Reduced |
| Atticus Wealth Management, LLC | 416 | $55.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 428 | $56.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 456 | $60.3K | 0.00% | −10,430−95.8% | Reduced |
| Brown Brothers Harriman & Co | 462 | $61.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 472 | $62.4K | 0.00% | +472 | New |
| Tradition Wealth Management, LLC | 481 | $64.0K | 0.01% | −64−11.7% | Reduced |
| Global Retirement Partners, LLC | 598 | $65.0K | 0.00% | +9+1.5% | Added |
| Itau Unibanco Holding S.A. | 494 | $65.3K | 0.00% | −595−54.6% | Reduced |
| Quadrant Capital Group LLC | 498 | $65.8K | 0.01% | −97−16.3% | Reduced |
| Harbour Investments, Inc. | 514 | $67.9K | 0.00% | +156+43.6% | Added |
| State of Wyoming | 542 | $71.6K | 0.01% | +542 | New |
| Creative Financial Designs Inc | 543 | $71.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 650 | $78.1K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 612 | $80.9K | 0.00% | +64+11.7% | Added |
| Bessemer Group Inc | 636 | $84.0K | 0.00% | −222−25.9% | Reduced |
| Exchange Traded Concepts, LLC | 636 | $84.0K | 0.00% | −713−52.9% | Reduced |
| Archer Investment Corp | 650 | $85.9K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 713 | $94.0K | 0.04% | −77−9.7% | Reduced |
| Desjardins Global Asset Management Inc. | 788 | $104.1K | 0.01% | +189+31.6% | Added |
| Coppell Advisory Solutions LLC | 805 | $106.4K | 0.02% | +646+406.3% | Added |
| Newbridge Financial Services Group, Inc. | 825 | $109.0K | 0.05% | +200+32.0% | Added |
| VitalStone Financial, LLC | 888 | $117.0K | 0.09% | +111+14.3% | Added |
| Signaturefd, LLC | 886 | $117.1K | 0.00% | −503−36.2% | Reduced |
| Cushing Asset Management, LP | 900 | $118.9K | 0.01% | +900 | New |
| Nemes Rush Group LLC | 909 | $120.1K | 0.02% | −195−17.7% | Reduced |
| Covestor Ltd | 971 | $128.0K | 0.09% | +622+178.2% | Added |
| AdvisorNet Financial, Inc | 1,014 | $134.0K | 0.01% | −346−25.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,100 | $145.4K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,150 | $152.0K | 0.01% | +41+3.7% | Added |
| Penserra Capital Management LLC | 1,216 | $160.0K | 0.00% | −236−16.3% | Reduced |
| Partnership Wealth Management, LLC | 1,545 | $160.9K | 0.12% | +1,545 | New |
| GAMMA Investing LLC | 1,562 | $162.7K | 0.04% | +1,562 | New |
| South State Corp. | 1,250 | $165.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,350 | $178.4K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,517 | $200.5K | 0.01% | −3,877−71.9% | Reduced |
| Eudaimonia Partners, LLC | 1,520 | $200.9K | 0.05% | +1,520 | New |
| Clarius Group, LLC | 1,524 | $201.4K | 0.02% | +1,524 | New |
| First Community Trust NA | 1,535 | $202.8K | 0.22% | +1,535 | New |
| Syon Capital LLC | 1,570 | $207.5K | 0.02% | +1,570 | New |
| Point72 Europe (London) LLP | 1,592 | $210.4K | 0.03% | +1,592 | New |
| Advisory Services Network, LLC | 1,601 | $211.6K | 0.01% | −4,564−74.0% | Reduced |
| Ostrum Asset Management | 1,606 | $212.2K | 0.02% | +1,263+368.2% | Added |
| V-Square Quantitative Management LLC | 1,608 | $212.5K | 0.05% | 00.0% | Unchanged |
| Private Advisory Group LLC | 1,609 | $212.6K | 0.04% | −165−9.3% | Reduced |
| Trust Asset Management LLC | 1,636 | $216.2K | 0.02% | +1,636 | New |
| CAPROCK Group, Inc. | 1,638 | $216.4K | 0.01% | +1,638 | New |
| Laffer Tengler Investments | 1,648 | $217.8K | 0.06% | +253+18.1% | Added |
| 180 Wealth Advisors, LLC | 1,683 | $220.9K | 0.04% | +8+0.5% | Added |
| Wealthspire Advisors, LLC | 1,675 | $221.3K | 0.00% | +1,675 | New |
| Mirador Capital Partners LP | 1,681 | $222.1K | 0.05% | −2,623−60.9% | Reduced |
| Pearl River Capital, LLC | 1,687 | $222.9K | 0.04% | +1,687 | New |
| United Capital Financial Advisers, LLC | 1,699 | $224.5K | 0.00% | +1,699 | New |
| Allworth Financial LP | 1,738 | $229.6K | 0.00% | −250−12.6% | Reduced |
| Gallacher Capital Management LLC | 1,748 | $231.0K | 0.13% | −604−25.7% | Reduced |
| Traynor Capital Management, Inc. | 1,755 | $231.9K | 0.03% | −21,363−92.4% | Reduced |
| Insight Folios Inc | 1,759 | $232.4K | 0.10% | +1,759 | New |