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, Q2 2024
Institutional positions in Enphase Energy, Inc. as of Jun 30, 2024. 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
- 718
- +1 vs. Q1 2024
- Shares held
- 111.3M
- +7.87M (+7.6%) vs. Q1 2024
- Total value
- $11.1B
- −$1.45B (−11.5%) vs. Q1 2024
- New holders
- 93
- 284 more added
- Sold out
- 92
- 236 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 270 | $26.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 258 | $25.7K | 0.00% | +193+296.9% | Added |
| Ronald Blue Trust, Inc. | 209 | $25.3K | 0.00% | +80+62.0% | Added |
| Geneos Wealth Management Inc. | 250 | $24.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $20.8K | 0.00% | −12−5.4% | Reduced |
| CVA Family Office, LLC | 205 | $20.4K | 0.00% | +20+10.8% | Added |
| Spire Wealth Management | 201 | $20.1K | 0.00% | −23−10.3% | Reduced |
| Bogart Wealth, LLC | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $19.9K | 0.01% | +200 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 184 | $18.3K | 0.00% | −51−21.7% | Reduced |
| IFP Advisors, Inc | 181 | $18.0K | 0.00% | −1,534−89.4% | Reduced |
| Smartleaf Asset Management LLC | 157 | $16.5K | 0.00% | +58+58.6% | Added |
| Liberty One Investment Management, LLC | 146 | $15.0K | 0.00% | −4−2.7% | Reduced |
| Clear Street Markets LLC | 149 | $15.0K | 0.01% | +149 | New |
| McIlrath & Eck, LLC | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 145 | $14.5K | 0.00% | +139+2,316.7% | Added |
| Sunbelt Securities, Inc. | 144 | $14.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 142 | $14.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 139 | $14.0K | 0.01% | +36+35.0% | Added |
| Edmond de Rothschild Holding S.A. | 140 | $14.0K | 0.00% | −5,533−97.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 139 | $13.5K | 0.00% | +24+20.9% | Added |
| Venturi Wealth Management, LLC | 131 | $13.1K | 0.00% | +107+445.8% | Added |
| CGC Financial Services, LLC | 127 | $12.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 108 | $12.4K | 0.00% | −4−3.6% | Reduced |
| TFC Financial Management | 123 | $12.3K | 0.00% | −1−0.8% | Reduced |
| Baldwin Brothers Inc | 119 | $11.9K | 0.00% | +4+3.5% | Added |
| Rise Advisors, LLC | 117 | $11.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 115 | $11.5K | 0.00% | +2+1.8% | Added |
| Arlington Trust Co LLC | 113 | $11.3K | 0.00% | −54−32.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 111 | $11.1K | 0.00% | +36+48.0% | Added |
| Atlantic Trust, LLC | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 105 | $10.5K | 0.00% | +105 | New |
| Tyler-Stone Wealth Management | 100 | $9.97K | 0.00% | 00.0% | Unchanged |
| USCF Advisers LLC | 100 | $9.97K | 1.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $9.97K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $9.37K | 0.00% | −185−66.3% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $9.07K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 87 | $8.68K | 0.00% | +87 | New |
| Millburn Ridgefield Corp | 85 | $8.47K | 0.00% | +6+7.6% | Added |
| Catalyst Capital Advisors LLC | 85 | $8.47K | 0.00% | +6+7.6% | Added |
| RFP Financial Group LLC | 83 | $8.28K | 0.00% | −65−43.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 85 | $8.00K | 0.00% | +24+39.3% | Added |
| Lowe Wealth Advisors, LLC | 75 | $7.48K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 75 | $7.48K | 0.01% | −100−57.1% | Reduced |
| Zions Bancorporation, N.A. | 70 | $6.98K | 0.00% | +35+100.0% | Added |
| Tidemark, LLC | 54 | $5.38K | 0.00% | −43−44.3% | Reduced |
| Versant Capital Management, Inc | 52 | $5.18K | 0.00% | +52 | New |
| JJJ Advisors Inc. | 50 | $4.99K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 50 | $4.99K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $4.96K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 46 | $4.59K | 0.38% | +3+7.0% | Added |
| Gilliland Jeter Wealth Management LLC | 46 | $4.59K | 0.00% | +46 | New |
| Beaird Harris Wealth Management, LLC | 40 | $3.99K | 0.00% | +10+33.3% | Added |
| Asset Dedication, LLC | 38 | $3.79K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $3.49K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 33 | $3.29K | 0.00% | +8+32.0% | Added |
| Wetzel Investment Advisors, Inc. | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $3.00K | 0.00% | −30−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $2.99K | 0.00% | +15+100.0% | Added |
| City State Bank | 29 | $2.89K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $2.49K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $2.39K | 0.00% | +5+26.3% | Added |
| Assetmark, Inc | 24 | $2.39K | 0.00% | +24 | New |
| Sachetta, LLC | 21 | $2.30K | 0.00% | +12+133.3% | Added |
| Abich Financial Wealth Management LLC | 22 | $2.19K | 0.00% | +20+1,000.0% | Added |
| Continuum Advisory, LLC | 21 | $2.09K | 0.00% | −7−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $2.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $2.09K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $2.09K | 0.00% | +21 | New |
| Avion Wealth | 23 | $2.00K | 0.00% | +4+21.1% | Added |
| Manchester Capital Management LLC | 20 | $2.00K | 0.00% | −202−91.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.99K | 0.00% | +20 | New |
| American National Bank | 20 | $1.99K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $1.79K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $1.70K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $1.58K | 0.00% | +3+23.1% | Added |
| SJS Investment Consulting Inc. | 15 | $1.50K | 0.00% | −1−6.3% | Reduced |
| Salem Investment Counselors Inc | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.50K | 0.00% | +5+50.0% | Added |
| Raffa Wealth Management, LLC | 14 | $1.40K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 11 | $1.33K | 0.00% | +11 | New |
| Quent Capital, LLC | 13 | $1.30K | 0.00% | −51−79.7% | Reduced |
| Fortitude Family Office, LLC | 13 | $1.30K | 0.00% | +1+8.3% | Added |
| NVWM, LLC | 11 | $1.10K | 0.00% | −4−26.7% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | −11−42.3% | Reduced |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $798 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $798 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $698 | 0.00% | −165−95.9% | Reduced |