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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 30 | $3.96K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $3.96K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $3.50K | 0.00% | +7+36.8% | Added |
| Zions Bancorporation, N.A. | 25 | $3.30K | 0.00% | −2−7.4% | Reduced |
| Barrett & Company, Inc. | 25 | $3.30K | 0.00% | +25 | New |
| Umb Bank N A | 25 | $3.30K | 0.00% | −44−63.8% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $3.17K | 0.00% | +12+100.0% | Added |
| Colonial Trust Advisors | 24 | $3.17K | 0.00% | +1+4.3% | Added |
| Capital Advisors, Ltd. LLC | 22 | $3.00K | 0.00% | +15+214.3% | Added |
| Wetzel Investment Advisors, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 22 | $2.91K | 0.00% | +22 | New |
| Assetmark, Inc | 22 | $2.91K | 0.00% | +22 | New |
| Beaird Harris Wealth Management, LLC | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 20 | $2.64K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 19 | $2.51K | 0.00% | +14+280.0% | Added |
| Highline Wealth Partners LLC | 17 | $2.25K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 17 | $2.25K | 0.00% | +7+70.0% | Added |
| JFS Wealth Advisors, LLC | 16 | $2.12K | 0.00% | +7+77.8% | Added |
| FSA Wealth Management LLC | 17 | $2.00K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 15 | $1.98K | 0.00% | −12−44.4% | Reduced |
| Salem Investment Counselors Inc | 15 | $1.98K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 15 | $1.98K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $1.51K | 0.00% | +11 | New |
| NVWM, LLC | 11 | $1.45K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $1.32K | 0.00% | +11 | New |
| Planning Capital Management Corp | 10 | $1.32K | 0.00% | +10 | New |
| Gradient Investments LLC | 10 | $1.32K | 0.00% | −2,462−99.6% | Reduced |
| Anchor Investment Management, LLC | 10 | $1.32K | 0.00% | −34−77.3% | Reduced |
| SOA Wealth Advisors, LLC. | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $1.32K | 0.00% | +10 | New |
| Chilton Capital Management LLC | 9 | $1.19K | 0.00% | −457−98.1% | Reduced |
| Sachetta, LLC | 9 | $1.19K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $1.06K | 0.00% | −33−80.5% | Reduced |
| Able Wealth Management LLC | 8 | $1.06K | 0.00% | +8 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +10+200.0% | Added |
| Horrell Capital Management, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6 | $793 | 0.00% | +6 | New |
| ICA Group Wealth Management, LLC | 6 | $793 | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $793 | 0.00% | +6 | New |
| MCF Advisors LLC | 5 | $661 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $661 | 0.00% | +5 | New |
| Lee Financial Co | 3 | $397 | 0.00% | −10−76.9% | Reduced |
| Evermay Wealth Management LLC | 3 | $397 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $396 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $265 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $265 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 2 | $264 | 0.00% | −17−89.5% | Reduced |
| Cornerstone Planning Group LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $132 | 0.00% | −4−80.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $132 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Greenvale Capital LLP | 0 | $0 | 0.00% | −975,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −540,319−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −336,071−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −317,936−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −141,949−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −123,506−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −120,800−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −86,889−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −65,547−100.0% | Sold out |
| Pantechnicon Advisors LLP | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −59,447−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −55,958−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −53,300−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −46,744−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −41,023−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −37,925−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −32,992−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −31,148−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −26,816−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Renaissance Investment Group LLC | 0 | $0 | 0.00% | −23,894−100.0% | Sold out |
| Doheny Asset Management | 0 | $0 | 0.00% | −22,985−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −22,839−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −22,109−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −20,395−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −19,128−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −18,372−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −16,599−100.0% | Sold out |
| Smithbridge Asset Management Inc | 0 | $0 | 0.00% | −15,618−100.0% | Sold out |
| Agur Provident & Training Funds Management Ltd | 0 | $0 | 0.00% | −15,250−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −14,242−100.0% | Sold out |
| Seascape Capital Management | 0 | $0 | 0.00% | −13,976−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −13,610−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −13,603−100.0% | Sold out |