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, Q3 2024
Institutional positions in Enphase Energy, Inc. as of Sep 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
- 735
- +23 vs. Q2 2024
- Shares held
- 113.6M
- +17.9M (+18.7%) vs. Q2 2024
- Total value
- $12.8B
- +$3.29B (+34.5%) vs. Q2 2024
- New holders
- 97
- 257 more added
- Sold out
- 74
- 283 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 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, Q3 2024
Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 140 | $16.0K | 0.01% | +1+0.7% | Added |
| FNY Investment Advisers, LLC | 148 | $16.0K | 0.01% | +148 | New |
| Riverview Trust Co | 146 | $16.5K | 0.01% | +4+2.8% | Added |
| Whittier Trust Co | 150 | $17.0K | 0.00% | +35+30.4% | Added |
| McIlrath & Eck, LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 160 | $18.1K | 0.00% | +29+22.1% | Added |
| First Horizon Advisors, Inc. | 185 | $20.9K | 0.00% | +1+0.5% | Added |
| TD Private Client Wealth LLC | 193 | $21.8K | 0.00% | −16−7.7% | Reduced |
| CVA Family Office, LLC | 199 | $22.5K | 0.00% | −6−2.9% | Reduced |
| Bogart Wealth, LLC | 200 | $22.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 229 | $25.9K | 0.00% | +229 | New |
| Carmichael Hill & Associates, Inc. | 250 | $28.3K | 0.01% | −20−7.4% | Reduced |
| Quadrant Capital Group LLC | 267 | $30.2K | 0.00% | −87−24.6% | Reduced |
| Parkside Financial Bank & Trust | 281 | $31.8K | 0.00% | −81−22.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 283 | $32.0K | 0.00% | +279+6,975.0% | Added |
| Umb Bank N A | 292 | $33.0K | 0.00% | +259+784.8% | Added |
| Stone House Investment Management, LLC | 300 | $33.9K | 0.01% | +300 | New |
| nVerses Capital, LLC | 300 | $33.9K | 0.02% | +300 | New |
| Wintrust Investments LLC | 311 | $35.0K | 0.03% | −2,814−90.0% | Reduced |
| Quarry LP | 323 | $36.5K | 0.01% | +323 | New |
| Cyrus J. Lawrence, LLC | 328 | $37.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 348 | $39.3K | 0.00% | −182−34.3% | Reduced |
| Hall Laurie J Trustee | 360 | $41.0K | 0.01% | −5−1.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 374 | $42.3K | 0.02% | +10+2.7% | Added |
| Ronald Blue Trust, Inc. | 437 | $43.6K | 0.00% | +228+109.1% | Added |
| Smartleaf Asset Management LLC | 388 | $44.6K | 0.01% | +231+147.1% | Added |
| Geneos Wealth Management Inc. | 407 | $46.0K | 0.00% | +157+62.8% | Added |
| Addison Advisors LLC | 419 | $47.4K | 0.01% | +92+28.1% | Added |
| Cromwell Holdings LLC | 420 | $47.5K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 423 | $47.8K | 0.00% | −2−0.5% | Reduced |
| Brown Brothers Harriman & Co | 428 | $48.4K | 0.00% | +4+0.9% | Added |
| Lindbrook Capital, LLC | 429 | $48.5K | 0.00% | −91−17.5% | Reduced |
| Atticus Wealth Management, LLC | 466 | $52.7K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 481 | $54.4K | 0.00% | +93+24.0% | Added |
| Skopos Labs, Inc. | 488 | $55.2K | 0.02% | +488 | New |
| Proequities, Inc. | 503 | $56.8K | 0.00% | +90+21.8% | Added |
| Huntington National Bank | 519 | $58.7K | 0.00% | +87+20.1% | Added |
| Reuter James Wealth Management, LLC | 545 | $61.6K | 0.01% | +545 | New |
| GeoWealth Management, LLC | 570 | $64.4K | 0.00% | +570 | New |
| Global Retirement Partners, LLC | 586 | $66.2K | 0.00% | −12−2.0% | Reduced |
| Sentry Investment Management LLC | 592 | $67.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 623 | $69.0K | 0.00% | +4+0.6% | Added |
| Archer Investment Corp | 650 | $73.5K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 650 | $73.5K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 663 | $74.9K | 0.03% | −341−34.0% | Reduced |
| Itau Unibanco Holding S.A. | 664 | $75.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $79.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 747 | $84.4K | 0.00% | −114−13.2% | Reduced |
| Creative Financial Designs Inc | 771 | $87.1K | 0.01% | +125+19.3% | Added |
| South State Corp. | 800 | $90.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,500 | $90.6K | 0.06% | −1,820−54.8% | Reduced |
| Coppell Advisory Solutions LLC | 801 | $92.1K | 0.01% | −65−7.5% | Reduced |
| Harbour Investments, Inc. | 831 | $93.9K | 0.00% | −27−3.1% | Reduced |
| Plato Investment Management Ltd | 862 | $97.3K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 880 | $99.5K | 0.09% | +880 | New |
| Optimum Investment Advisors | 950 | $107.4K | 0.05% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 909 | $110.0K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 989 | $111.8K | 0.01% | +989 | New |
| Aquatic Capital Management LLC | 1,000 | $113.0K | 0.00% | +1,000 | New |
| WR Wealth Planners, LLC | 1,050 | $118.7K | 0.03% | −75−6.7% | Reduced |
| Farther Finance Advisors, LLC | 1,085 | $122.6K | 0.00% | +174+19.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,100 | $124.3K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,102 | $124.5K | 0.01% | −326−22.8% | Reduced |
| Larson Financial Group LLC | 1,155 | $130.5K | 0.01% | −1,767−60.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $135.6K | 0.01% | +1,000+500.0% | Added |
| Centaurus Financial, Inc. | 1,232 | $139.0K | 0.01% | −48−3.8% | Reduced |
| Signaturefd, LLC | 1,240 | $140.1K | 0.00% | +284+29.7% | Added |
| Partnership Wealth Management, LLC | 1,245 | $140.7K | 0.10% | −300−19.4% | Reduced |
| Westside Investment Management, Inc. | 1,350 | $152.6K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,372 | $155.1K | 0.01% | −145−9.6% | Reduced |
| Central Trust Co | 1,387 | $156.8K | 0.00% | −20−1.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,389 | $157.0K | 0.00% | −17,403−92.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,501 | $166.9K | 0.00% | −250−14.3% | Reduced |
| First Community Trust NA | 1,535 | $173.5K | 0.14% | −470−23.4% | Reduced |
| Ostrum Asset Management | 1,675 | $189.3K | 0.02% | +185+12.4% | Added |
| Allworth Financial LP | 1,750 | $197.8K | 0.00% | +39+2.3% | Added |
| Bessemer Group Inc | 1,782 | $200.0K | 0.00% | +298+20.1% | Added |
| Argent Financial Group, Inc. | 1,773 | $200.4K | 0.02% | +1,773 | New |
| Motley Fool Asset Management LLC | 1,857 | $206.5K | 0.01% | +1,857 | New |
| Horizon Investments, LLC | 1,837 | $207.6K | 0.01% | −554−23.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,840 | $208.0K | 0.00% | +1,840 | New |
| Scotia Capital Inc. | 1,841 | $208.1K | 0.00% | −19,235−91.3% | Reduced |
| Miracle Mile Advisors, LLC | 1,855 | $209.7K | 0.00% | +1,855 | New |
| Coldstream Capital Management Inc | 1,922 | $209.9K | 0.00% | +1,922 | New |
| Sigma Planning Corp | 1,859 | $210.1K | 0.01% | +1,859 | New |
| Mizuho Securities Co. Ltd. | 1,900 | $214.7K | 0.53% | +1,900 | New |
| Alan B. Lancz & Associates, Inc. | 1,903 | $215.1K | 0.20% | +1,903 | New |
| MMBG Investment Advisors Co. | 1,910 | $215.9K | 0.02% | +1,910 | New |
| NewEdge Wealth, LLC | 1,935 | $218.7K | 0.00% | +1,935 | New |
| Integrated Wealth Concepts LLC | 1,937 | $218.9K | 0.00% | −1,668−46.3% | Reduced |
| MQS Management LLC | 1,944 | $219.7K | 0.12% | −964−33.1% | Reduced |
| E Fund Management Co., Ltd. | 1,949 | $220.3K | 0.01% | +1,949 | New |
| New Covenant Trust Company, N.A. | 1,923 | $221.1K | 0.21% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,008 | $226.9K | 0.00% | +2,008 | New |
| Greenleaf Trust | 2,017 | $228.0K | 0.00% | −112−5.3% | Reduced |
| CAPROCK Group, Inc. | 2,041 | $230.7K | 0.01% | +2,041 | New |
| Benjamin Edwards Inc | 2,064 | $233.3K | 0.00% | −1,297−38.6% | Reduced |
| United Capital Financial Advisers, LLC | 2,072 | $234.2K | 0.00% | −956−31.6% | Reduced |