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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 713 | $94.0K | 0.04% | −77−9.7% | Reduced |
| Archer Investment Corp | 650 | $85.9K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 636 | $84.0K | 0.00% | −713−52.9% | Reduced |
| Bessemer Group Inc | 636 | $84.0K | 0.00% | −222−25.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 612 | $80.9K | 0.00% | +64+11.7% | Added |
| ZRC Wealth Management, LLC | 650 | $78.1K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 543 | $71.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 542 | $71.6K | 0.01% | +542 | New |
| Harbour Investments, Inc. | 514 | $67.9K | 0.00% | +156+43.6% | Added |
| Quadrant Capital Group LLC | 498 | $65.8K | 0.01% | −97−16.3% | Reduced |
| Itau Unibanco Holding S.A. | 494 | $65.3K | 0.00% | −595−54.6% | Reduced |
| Global Retirement Partners, LLC | 598 | $65.0K | 0.00% | +9+1.5% | Added |
| Tradition Wealth Management, LLC | 481 | $64.0K | 0.01% | −64−11.7% | Reduced |
| Principal Securities, Inc. | 472 | $62.4K | 0.00% | +472 | New |
| Brown Brothers Harriman & Co | 462 | $61.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 456 | $60.3K | 0.00% | −10,430−95.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 428 | $56.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 416 | $55.0K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 393 | $53.0K | 0.00% | −801−67.1% | Reduced |
| Alta Advisers Ltd | 400 | $52.9K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 396 | $52.3K | 0.00% | +256+182.9% | Added |
| Ci Investments Inc. | 370 | $49.0K | 0.00% | −17−4.4% | Reduced |
| Hall Laurie J Trustee | 365 | $49.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 338 | $45.6K | 0.00% | +338 | New |
| Huntington National Bank | 339 | $44.8K | 0.00% | +157+86.3% | Added |
| Plato Investment Management Ltd | 337 | $44.5K | 0.05% | +337 | New |
| Trifecta Capital Advisors, LLC | 335 | $44.3K | 0.01% | −9−2.6% | Reduced |
| Addison Advisors LLC | 325 | $42.9K | 0.02% | +304+1,447.6% | Added |
| Ronald Blue Trust, Inc. | 330 | $39.0K | 0.00% | +218+194.6% | Added |
| Lindbrook Capital, LLC | 283 | $37.4K | 0.00% | −181−39.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 270 | $35.7K | 0.02% | −1−0.4% | Reduced |
| Parkside Financial Bank & Trust | 267 | $35.3K | 0.01% | −43−13.9% | Reduced |
| Larson Financial Group LLC | 266 | $35.1K | 0.00% | −1,373−83.8% | Reduced |
| MV Capital Management, Inc. | 259 | $34.2K | 0.00% | −6−2.3% | Reduced |
| First Horizon Advisors, Inc. | 257 | $34.0K | 0.00% | +38+17.4% | Added |
| Geneos Wealth Management Inc. | 250 | $33.0K | 0.00% | −2−0.8% | Reduced |
| CVA Family Office, LLC | 235 | $31.1K | 0.01% | +235 | New |
| Catalyst Capital Advisors LLC | 218 | $28.8K | 0.00% | +26+13.5% | Added |
| Spire Wealth Management | 268 | $27.8K | 0.00% | −189−41.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 202 | $26.7K | 0.01% | +72+55.4% | Added |
| 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 |
| American State Bank (Iowa) | 197 | $26.0K | 0.02% | +197 | New |
| Independence Bank of Kentucky | 175 | $23.1K | 0.01% | −628−78.2% | Reduced |
| Arlington Partners LLC | 167 | $22.1K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 167 | $22.1K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 151 | $20.0K | 0.01% | +151 | New |
| 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 |
| Proequities, Inc. | 148 | $19.6K | 0.00% | +72+94.7% | Added |
| Sunbelt Securities, Inc. | 144 | $19.0K | 0.00% | −2−1.4% | Reduced |
| American National Bank | 124 | $16.4K | 0.00% | +124 | New |
| TFC Financial Management | 123 | $16.3K | 0.00% | +2+1.7% | Added |
| Baldwin Brothers Inc | 115 | $15.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 115 | $15.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 112 | $15.0K | 0.00% | −520−82.3% | Reduced |
| Tidemark, LLC | 112 | $14.8K | 0.01% | +112 | New |
| Atlantic Trust, LLC | 110 | $14.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 108 | $14.3K | 0.00% | −42−28.0% | Reduced |
| Glassman Wealth Services | 107 | $14.1K | 0.00% | +59+122.9% | Added |
| USCF Advisers LLC | 100 | $13.2K | 3.32% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $13.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $13.2K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 91 | $12.0K | 0.00% | −41−31.1% | Reduced |
| Millburn Ridgefield Corp | 90 | $11.9K | 0.00% | −1−1.1% | Reduced |
| Quent Capital, LLC | 87 | $11.5K | 0.00% | +26+42.6% | Added |
| EverSource Wealth Advisors, LLC | 85 | $11.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $11.0K | 0.00% | −246−73.4% | Reduced |
| RFP Financial Group LLC | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 76 | $10.0K | 0.01% | −114−60.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 75 | $9.91K | 0.00% | −131−63.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 75 | $9.91K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 75 | $9.91K | 0.00% | +73+3,650.0% | Added |
| MidAtlantic Capital Management, Inc. | 75 | $9.91K | 0.01% | +75 | New |
| Piscataqua Savings Bank | 75 | $9.91K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 68 | $8.98K | 0.00% | −15−18.1% | Reduced |
| Global Financial Private Client, LLC | 66 | $8.72K | 0.00% | −1,034−94.0% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $8.59K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 62 | $8.00K | 0.00% | +9+17.0% | Added |
| Riggs Asset Managment Co. Inc. | 60 | $7.93K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 60 | $7.93K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 55 | $7.27K | 0.00% | −10−15.4% | Reduced |
| Abich Financial Wealth Management LLC | 51 | $6.74K | 0.01% | +51 | New |
| JJJ Advisors Inc. | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 50 | $6.61K | 0.00% | +50 | New |
| Rothschild Investment LLC | 47 | $6.21K | 0.00% | +47 | New |
| Pacifica Partners Inc. | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 41 | $5.49K | 0.27% | −39−48.8% | Reduced |
| CNB Bank | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $4.63K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 34 | $4.49K | 0.00% | −46−57.5% | Reduced |
| Godsey & Gibb Associates | 32 | $4.23K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 28 | $4.00K | 0.00% | −24−46.2% | Reduced |
| City State Bank | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 30 | $3.96K | 0.00% | 00.0% | Unchanged |