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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 2,636 | $297.9K | 0.00% | −1,080−29.1% | Reduced |
| Perigon Wealth Management, LLC | 2,614 | $295.5K | 0.01% | −18−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 2,583 | $292.0K | 0.00% | +2,583 | New |
| Kingswood Wealth Advisors, LLC | 2,574 | $291.9K | 0.02% | −1,052−29.0% | Reduced |
| Transatlantique Private Wealth LLC | 2,577 | $291.3K | 0.11% | −883−25.5% | Reduced |
| Donoghue Forlines LLC | 2,573 | $290.8K | 0.08% | +369+16.7% | Added |
| Virtue Capital Management, LLC | 2,532 | $286.2K | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,528 | $285.7K | 0.00% | +2,528 | New |
| Sandy Spring Bank | 2,520 | $284.8K | 0.01% | −25−1.0% | Reduced |
| Bradley Foster & Sargent Inc | 2,519 | $284.7K | 0.00% | +2,519 | New |
| NorthCrest Asset Manangement, LLC | 2,505 | $283.1K | 0.01% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,461 | $278.1K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,444 | $276.2K | 0.01% | +2,444 | New |
| Kestra Private Wealth Services, LLC | 2,442 | $276.0K | 0.01% | −87−3.4% | Reduced |
| Afg Fiduciary Services Limited Partnership | 2,693 | $271.9K | 0.18% | −1,025−27.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,405 | $271.8K | 0.10% | +1,020+73.6% | Added |
| Groupama Asset Managment | 2,975 | $269.9K | 0.01% | +54+1.8% | Added |
| Independent Advisor Alliance | 2,377 | $268.7K | 0.01% | −257−9.8% | Reduced |
| Shell Asset Management Co | 2,373 | $268.0K | 0.01% | +2,373 | New |
| Scientech Research LLC | 2,361 | $266.8K | 0.05% | +2,361 | New |
| MBB Public Markets I LLC | 2,340 | $264.5K | 0.02% | −7,515−76.3% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 2,335 | $263.9K | 0.18% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,995 | $263.6K | 0.00% | −805−28.7% | Reduced |
| Granahan Investment Management Inc | 2,331 | $263.4K | 0.01% | +2,331 | New |
| Oak Associates, Ltd | 2,270 | $256.6K | 0.02% | 00.0% | Unchanged |
| DDD Partners, LLC | 2,258 | $255.2K | 0.03% | −1,366−37.7% | Reduced |
| Wetherby Asset Management Inc | 2,237 | $252.8K | 0.01% | +184+9.0% | Added |
| Heck Capital Advisors, LLC | 2,235 | $252.6K | 0.03% | −57−2.5% | Reduced |
| Empowered Funds, LLC | 2,193 | $247.9K | 0.00% | +2,193 | New |
| Sequoia Financial Advisors, LLC | 2,151 | $243.1K | 0.00% | +2,151 | New |
| GAMMA Investing LLC | 2,130 | $240.7K | 0.02% | +522+32.5% | Added |
| Twin Tree Management, LP | 2,122 | $239.8K | 0.01% | −110,077−98.1% | Reduced |
| Clarity Capital Partners LLC | 2,117 | $239.3K | 0.14% | −979−31.6% | Reduced |
| Bryn Mawr Trust Co | 2,115 | $239.0K | 0.00% | +2,115 | New |
| Parallel Advisors, LLC | 2,104 | $237.8K | 0.01% | +155+8.0% | Added |
| United Capital Financial Advisers, LLC | 2,072 | $234.2K | 0.00% | −956−31.6% | Reduced |
| Benjamin Edwards Inc | 2,064 | $233.3K | 0.00% | −1,297−38.6% | Reduced |
| CAPROCK Group, Inc. | 2,041 | $230.7K | 0.01% | +2,041 | New |
| Greenleaf Trust | 2,017 | $228.0K | 0.00% | −112−5.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,008 | $226.9K | 0.00% | +2,008 | New |
| New Covenant Trust Company, N.A. | 1,923 | $221.1K | 0.21% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,949 | $220.3K | 0.01% | +1,949 | New |
| MQS Management LLC | 1,944 | $219.7K | 0.12% | −964−33.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,937 | $218.9K | 0.00% | −1,668−46.3% | Reduced |
| NewEdge Wealth, LLC | 1,935 | $218.7K | 0.00% | +1,935 | New |
| MMBG Investment Advisors Co. | 1,910 | $215.9K | 0.02% | +1,910 | New |
| Alan B. Lancz & Associates, Inc. | 1,903 | $215.1K | 0.20% | +1,903 | New |
| Mizuho Securities Co. Ltd. | 1,900 | $214.7K | 0.53% | +1,900 | New |
| Sigma Planning Corp | 1,859 | $210.1K | 0.01% | +1,859 | New |
| Coldstream Capital Management Inc | 1,922 | $209.9K | 0.00% | +1,922 | New |
| Miracle Mile Advisors, LLC | 1,855 | $209.7K | 0.00% | +1,855 | New |
| Scotia Capital Inc. | 1,841 | $208.1K | 0.00% | −19,235−91.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,840 | $208.0K | 0.00% | +1,840 | New |
| Horizon Investments, LLC | 1,837 | $207.6K | 0.01% | −554−23.2% | Reduced |
| Motley Fool Asset Management LLC | 1,857 | $206.5K | 0.01% | +1,857 | New |
| Argent Financial Group, Inc. | 1,773 | $200.4K | 0.02% | +1,773 | New |
| Bessemer Group Inc | 1,782 | $200.0K | 0.00% | +298+20.1% | Added |
| Allworth Financial LP | 1,750 | $197.8K | 0.00% | +39+2.3% | Added |
| Ostrum Asset Management | 1,675 | $189.3K | 0.02% | +185+12.4% | Added |
| First Community Trust NA | 1,535 | $173.5K | 0.14% | −470−23.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,501 | $166.9K | 0.00% | −250−14.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,389 | $157.0K | 0.00% | −17,403−92.6% | Reduced |
| Central Trust Co | 1,387 | $156.8K | 0.00% | −20−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,372 | $155.1K | 0.01% | −145−9.6% | Reduced |
| Westside Investment Management, Inc. | 1,350 | $152.6K | 0.03% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 1,245 | $140.7K | 0.10% | −300−19.4% | Reduced |
| Signaturefd, LLC | 1,240 | $140.1K | 0.00% | +284+29.7% | Added |
| Centaurus Financial, Inc. | 1,232 | $139.0K | 0.01% | −48−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $135.6K | 0.01% | +1,000+500.0% | Added |
| Larson Financial Group LLC | 1,155 | $130.5K | 0.01% | −1,767−60.5% | Reduced |
| AdvisorNet Financial, Inc | 1,102 | $124.5K | 0.01% | −326−22.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,100 | $124.3K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,085 | $122.6K | 0.00% | +174+19.1% | Added |
| WR Wealth Planners, LLC | 1,050 | $118.7K | 0.03% | −75−6.7% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $113.0K | 0.00% | +1,000 | New |
| Emerald Mutual Fund Advisers Trust | 989 | $111.8K | 0.01% | +989 | New |
| Nemes Rush Group LLC | 909 | $110.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 950 | $107.4K | 0.05% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 880 | $99.5K | 0.09% | +880 | New |
| Plato Investment Management Ltd | 862 | $97.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 831 | $93.9K | 0.00% | −27−3.1% | Reduced |
| Coppell Advisory Solutions LLC | 801 | $92.1K | 0.01% | −65−7.5% | Reduced |
| Caitlin John, LLC | 1,500 | $90.6K | 0.06% | −1,820−54.8% | Reduced |
| South State Corp. | 800 | $90.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 771 | $87.1K | 0.01% | +125+19.3% | Added |
| CoreCap Advisors, LLC | 747 | $84.4K | 0.00% | −114−13.2% | Reduced |
| Paradigm Asset Management Co LLC | 700 | $79.1K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 664 | $75.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 663 | $74.9K | 0.03% | −341−34.0% | Reduced |
| Archer Investment Corp | 650 | $73.5K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 650 | $73.5K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 623 | $69.0K | 0.00% | +4+0.6% | Added |
| Sentry Investment Management LLC | 592 | $67.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 586 | $66.2K | 0.00% | −12−2.0% | Reduced |
| GeoWealth Management, LLC | 570 | $64.4K | 0.00% | +570 | New |
| Reuter James Wealth Management, LLC | 545 | $61.6K | 0.01% | +545 | New |
| Huntington National Bank | 519 | $58.7K | 0.00% | +87+20.1% | Added |
| Proequities, Inc. | 503 | $56.8K | 0.00% | +90+21.8% | Added |
| Skopos Labs, Inc. | 488 | $55.2K | 0.02% | +488 | New |
| Principal Securities, Inc. | 481 | $54.4K | 0.00% | +93+24.0% | Added |