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, Q4 2024
Institutional positions in Enphase Energy, Inc. as of Dec 31, 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
- 626
- −92 vs. Q3 2024
- Shares held
- 117.7M
- +4.33M (+3.8%) vs. Q3 2024
- Total value
- $8.09B
- −$4.70B (−36.8%) vs. Q3 2024
- New holders
- 84
- 209 more added
- Sold out
- 176
- 268 more reduced
17 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Coston, McIsaac & Partners | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 7 | $0 | 0.00% | −3−30.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $69 | 0.00% | −8−88.9% | Reduced |
| WestEnd Advisors, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $69 | 0.00% | +1 | New |
| Nova Wealth Management, Inc. | 2 | $137 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $143 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $206 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $206 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 3 | $207 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $215 | 0.00% | −1−25.0% | Reduced |
| Raleigh Capital Management Inc. | 5 | $343 | 0.00% | −5−50.0% | Reduced |
| Bell Investment Advisors, Inc | 5 | $344 | 0.00% | −6−54.5% | Reduced |
| MCF Advisors LLC | 5 | $344 | 0.00% | −3−37.5% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $344 | 0.00% | +1+25.0% | Added |
| Zions Bancorporation, N.A. | 6 | $412 | 0.00% | −68−91.9% | Reduced |
| Core Alternative Capital | 6 | $412 | 0.00% | +2+50.0% | Added |
| Riggs Asset Managment Co. Inc. | 6 | $422 | 0.00% | +1+20.0% | Added |
| Dunhill Financial, LLC | 7 | $457 | 0.00% | −21−75.0% | Reduced |
| Colonial Trust Co | 7 | $481 | 0.00% | +5+250.0% | Added |
| Cornerstone Planning Group LLC | 9 | $576 | 0.00% | +6+200.0% | Added |
| TFC Financial Management | 9 | $619 | 0.00% | −114−92.7% | Reduced |
| Center for Financial Planning, Inc. | 9 | $619 | 0.00% | −90−90.9% | Reduced |
| Trifecta Capital Advisors, LLC | 10 | $687 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 13 | $892 | 0.00% | +6+85.7% | Added |
| Prestige Wealth Management Group LLC | 13 | $893 | 0.00% | −8−38.1% | Reduced |
| Quent Capital, LLC | 13 | $893 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 14 | $962 | 0.00% | −11−44.0% | Reduced |
| SJS Investment Consulting Inc. | 14 | $962 | 0.00% | −3−17.6% | Reduced |
| Raffa Wealth Management, LLC | 14 | $962 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 14 | $962 | 0.04% | +8+133.3% | Added |
| Anchor Investment Management, LLC | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 18 | $1.24K | 0.00% | +2+12.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19 | $1.30K | 0.00% | −1−5.0% | Reduced |
| Elequin Capital LP | 20 | $1.37K | 0.00% | −209−91.3% | Reduced |
| TD Private Client Wealth LLC | 20 | $1.37K | 0.00% | −173−89.6% | Reduced |
| Rothschild Investment LLC | 20 | $1.37K | 0.00% | −108−84.4% | Reduced |
| Legacy Investment Solutions, LLC | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $1.44K | 0.00% | −2−8.7% | Reduced |
| Abound Wealth Management | 21 | $1.44K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $1.72K | 0.00% | −82−76.6% | Reduced |
| City State Bank | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $2.06K | 0.00% | −2−6.3% | Reduced |
| CoreFirst Bank & Trust | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 31 | $2.13K | 0.00% | −13,776−99.8% | Reduced |
| Sachetta, LLC | 32 | $2.20K | 0.00% | +4+14.3% | Added |
| CVA Family Office, LLC | 33 | $2.27K | 0.00% | −166−83.4% | Reduced |
| EverSource Wealth Advisors, LLC | 33 | $2.27K | 0.00% | −9−21.4% | Reduced |
| MRP Capital Investments, LLC | 35 | $2.40K | 0.00% | −845−96.0% | Reduced |
| Clearstead Advisors, LLC | 36 | $2.47K | 0.00% | −107,496−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 39 | $2.68K | 0.00% | +39 | New |
| Modus Advisors, LLC | 40 | $2.75K | 0.00% | +40 | New |
| Sierra Ocean, LLC | 43 | $2.95K | 0.00% | +43 | New |
| Sunbelt Securities, Inc. | 44 | $3.09K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 46 | $3.16K | 0.00% | +22+91.7% | Added |
| Kentucky Trust Co | 50 | $3.43K | 0.00% | +50 | New |
| Pacifica Partners Inc. | 50 | $3.57K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 54 | $3.71K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 55 | $3.78K | 0.00% | −23,218−99.8% | Reduced |
| GW&K Investment Management, LLC | 62 | $4.00K | 0.00% | −32−34.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 60 | $4.12K | 0.00% | +60 | New |
| IFP Advisors, Inc | 45 | $4.19K | 0.00% | −95−67.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 70 | $4.81K | 0.00% | −64−47.8% | Reduced |
| Manchester Capital Management LLC | 70 | $4.81K | 0.00% | +50+250.0% | Added |
| Bessemer Group Inc | 74 | $5.00K | 0.00% | −1,708−95.8% | Reduced |
| Lowe Wealth Advisors, LLC | 75 | $5.15K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 75 | $5.15K | 0.00% | +75 | New |
| Whittier Trust Co | 83 | $5.70K | 0.00% | −67−44.7% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $6.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 98 | $6.73K | 0.00% | −1,004−91.1% | Reduced |
| Rise Advisors, LLC | 100 | $6.87K | 0.00% | −17−14.5% | Reduced |
| USCF Advisers LLC | 100 | $6.87K | 0.69% | 00.0% | Unchanged |
| Allianz SE | 100 | $6.87K | 0.00% | +100 | New |
| Founders Capital Management | 105 | $7.21K | 0.00% | +102+3,400.0% | Added |
| Atlantic Trust, LLC | 110 | $7.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 111 | $7.62K | 0.00% | +17+18.1% | Added |
| Capital Advisors, Ltd. LLC | 112 | $8.00K | 0.00% | +82+273.3% | Added |
| NewSquare Capital LLC | 123 | $8.45K | 0.00% | +123 | New |
| CGC Financial Services, LLC | 127 | $8.72K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 127 | $8.72K | 0.00% | +25+24.5% | Added |
| Covestor Ltd | 136 | $9.00K | 0.01% | −4−2.9% | Reduced |
| Umb Bank N A | 134 | $9.20K | 0.00% | −158−54.1% | Reduced |
| Assetmark, Inc | 136 | $9.34K | 0.00% | +112+466.7% | Added |
| McIlrath & Eck, LLC | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 162 | $11.1K | 0.00% | +162 | New |
| Stance Capital LLC | 165 | $11.3K | 0.01% | +165 | New |
| Plato Investment Management Ltd | 180 | $12.4K | 0.00% | −682−79.1% | Reduced |
| Ronald Blue Trust, Inc. | 182 | $12.5K | 0.00% | −255−58.4% | Reduced |
| Nemes Rush Group LLC | 197 | $13.5K | 0.00% | −712−78.3% | Reduced |
| Bogart Wealth, LLC | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $13.7K | 0.00% | +100+100.0% | Added |
| Parkside Financial Bank & Trust | 202 | $13.9K | 0.00% | −79−28.1% | Reduced |
| Cromwell Holdings LLC | 206 | $14.1K | 0.01% | −214−51.0% | Reduced |