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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 466 | $52.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 429 | $48.5K | 0.00% | −91−17.5% | Reduced |
| Brown Brothers Harriman & Co | 428 | $48.4K | 0.00% | +4+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 423 | $47.8K | 0.00% | −2−0.5% | Reduced |
| Cromwell Holdings LLC | 420 | $47.5K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 419 | $47.4K | 0.01% | +92+28.1% | Added |
| Geneos Wealth Management Inc. | 407 | $46.0K | 0.00% | +157+62.8% | Added |
| Smartleaf Asset Management LLC | 388 | $44.6K | 0.01% | +231+147.1% | Added |
| Ronald Blue Trust, Inc. | 437 | $43.6K | 0.00% | +228+109.1% | Added |
| Caldwell Sutter Capital, Inc. | 374 | $42.3K | 0.02% | +10+2.7% | Added |
| Hall Laurie J Trustee | 360 | $41.0K | 0.01% | −5−1.4% | Reduced |
| Mather Group, LLC. | 348 | $39.3K | 0.00% | −182−34.3% | Reduced |
| Cyrus J. Lawrence, LLC | 328 | $37.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 323 | $36.5K | 0.01% | +323 | New |
| Wintrust Investments LLC | 311 | $35.0K | 0.03% | −2,814−90.0% | Reduced |
| Stone House Investment Management, LLC | 300 | $33.9K | 0.01% | +300 | New |
| nVerses Capital, LLC | 300 | $33.9K | 0.02% | +300 | New |
| Umb Bank N A | 292 | $33.0K | 0.00% | +259+784.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 283 | $32.0K | 0.00% | +279+6,975.0% | Added |
| Parkside Financial Bank & Trust | 281 | $31.8K | 0.00% | −81−22.4% | Reduced |
| Quadrant Capital Group LLC | 267 | $30.2K | 0.00% | −87−24.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 250 | $28.3K | 0.01% | −20−7.4% | Reduced |
| Elequin Capital LP | 229 | $25.9K | 0.00% | +229 | New |
| Bogart Wealth, LLC | 200 | $22.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 199 | $22.5K | 0.00% | −6−2.9% | Reduced |
| TD Private Client Wealth LLC | 193 | $21.8K | 0.00% | −16−7.7% | Reduced |
| First Horizon Advisors, Inc. | 185 | $20.9K | 0.00% | +1+0.5% | Added |
| Venturi Wealth Management, LLC | 160 | $18.1K | 0.00% | +29+22.1% | Added |
| McIlrath & Eck, LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 150 | $17.0K | 0.00% | +35+30.4% | Added |
| Riverview Trust Co | 146 | $16.5K | 0.01% | +4+2.8% | Added |
| Covestor Ltd | 140 | $16.0K | 0.01% | +1+0.7% | Added |
| FNY Investment Advisers, LLC | 148 | $16.0K | 0.01% | +148 | New |
| IFP Advisors, Inc | 140 | $15.8K | 0.00% | −41−22.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 134 | $15.1K | 0.00% | −6−4.3% | Reduced |
| Rothschild Investment LLC | 128 | $14.5K | 0.00% | −148−53.6% | Reduced |
| CGC Financial Services, LLC | 127 | $14.4K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 123 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 117 | $13.2K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 117 | $13.2K | 0.00% | +117 | New |
| Baldwin Brothers Inc | 115 | $13.0K | 0.00% | −4−3.4% | Reduced |
| Atlantic Trust, LLC | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 107 | $12.1K | 0.00% | −4−3.6% | Reduced |
| HHM Wealth Advisors, LLC | 105 | $11.9K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 102 | $11.5K | 0.00% | +17+20.0% | Added |
| Catalyst Capital Advisors LLC | 102 | $11.5K | 0.00% | +17+20.0% | Added |
| USCF Advisers LLC | 100 | $11.3K | 1.11% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 99 | $11.2K | 0.00% | −46−31.7% | Reduced |
| Versant Capital Management, Inc | 98 | $11.1K | 0.00% | +46+88.5% | Added |
| GW&K Investment Management, LLC | 94 | $11.0K | 0.00% | +9+10.6% | Added |
| SRS Capital Advisors, Inc. | 97 | $11.0K | 0.00% | +10+11.5% | Added |
| MV Capital Management, Inc. | 94 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $10.3K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 89 | $10.1K | 0.00% | +89 | New |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 75 | $8.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 74 | $8.36K | 0.00% | +4+5.7% | Added |
| Abich Financial Wealth Management LLC | 60 | $6.78K | 0.02% | +38+172.7% | Added |
| Capital Performance Advisors LLP | 59 | $6.67K | 0.00% | +59 | New |
| Tidemark, LLC | 54 | $6.10K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $5.65K | 0.00% | +50 | New |
| Gilliland Jeter Wealth Management LLC | 46 | $5.20K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 44 | $4.97K | 0.00% | −100−69.4% | Reduced |
| EverSource Wealth Advisors, LLC | 42 | $4.75K | 0.00% | −66−61.1% | Reduced |
| Spire Wealth Management | 35 | $3.96K | 0.00% | −166−82.6% | Reduced |
| Ancora Advisors, LLC | 32 | $3.62K | 0.00% | +2+6.7% | Added |
| Fortitude Family Office, LLC | 32 | $3.62K | 0.00% | +19+146.2% | Added |
| Private Trust Co NA | 32 | $3.62K | 0.00% | +32 | New |
| Strengthening Families & Communities, LLC | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 30 | $3.39K | 0.00% | +30 | New |
| City State Bank | 29 | $3.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 28 | $3.21K | 0.00% | +12+75.0% | Added |
| Sachetta, LLC | 28 | $3.17K | 0.00% | +7+33.3% | Added |
| Avion Wealth | 28 | $3.00K | 0.00% | +5+21.7% | Added |
| Capital Advisors, Ltd. LLC | 30 | $3.00K | 0.00% | +15+100.0% | Added |
| JFS Wealth Advisors, LLC | 26 | $2.94K | 0.00% | +8+44.4% | Added |
| Barrett & Company, Inc. | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 25 | $2.83K | 0.00% | +25 | New |
| Assetmark, Inc | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 24 | $2.71K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 19 | $2.15K | 0.00% | −127−87.0% | Reduced |
| SJS Investment Consulting Inc. | 17 | $1.92K | 0.00% | +2+13.3% | Added |
| Highline Wealth Partners LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 17 | $1.92K | 0.00% | +17 | New |
| NVWM, LLC | 16 | $1.81K | 0.00% | +5+45.5% | Added |
| Salem Investment Counselors Inc | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.70K | 0.00% | 00.0% | Unchanged |