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, Q1 2025
Institutional positions in Enphase Energy, Inc. as of Mar 31, 2025. 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
- 591
- −25 vs. Q4 2024
- Shares held
- 115.5M
- +692.8K (+0.6%) vs. Q4 2024
- Total value
- $7.16B
- −$730.2M (−9.3%) vs. Q4 2024
- New holders
- 93
- 196 more added
- Sold out
- 118
- 236 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 193 | $12.0K | 0.00% | −9−4.5% | Reduced |
| Financial Network Wealth Management LLC | 200 | $12.0K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 195 | $12.1K | 0.00% | −124−38.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 207 | $12.8K | 0.00% | −50−19.5% | Reduced |
| Smartleaf Asset Management LLC | 211 | $13.0K | 0.00% | −41−16.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 223 | $13.8K | 0.00% | −357−61.6% | Reduced |
| Clearstead Advisors, LLC | 228 | $14.1K | 0.00% | +192+533.3% | Added |
| Albion Financial Group | 245 | $15.2K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 250 | $15.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 285 | $17.7K | 0.01% | +285 | New |
| Riverview Trust Co | 301 | $18.7K | 0.02% | +301 | New |
| Umb Bank N A | 302 | $18.7K | 0.00% | +168+125.4% | Added |
| Garde Capital, Inc. | 305 | $18.9K | 0.00% | +305 | New |
| Caldwell Sutter Capital, Inc. | 308 | $19.1K | 0.01% | +14+4.8% | Added |
| Weiss Asset Management LP | 318 | $19.7K | 0.00% | −526−62.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 324 | $20.1K | 0.01% | +324 | New |
| Lindbrook Capital, LLC | 333 | $20.7K | 0.00% | −187−36.0% | Reduced |
| Sentry Investment Management LLC | 375 | $21.0K | 0.01% | +375 | New |
| Geneos Wealth Management Inc. | 341 | $21.2K | 0.00% | −66−16.2% | Reduced |
| Allworth Financial LP | 465 | $21.3K | 0.00% | −45−8.8% | Reduced |
| Principal Securities, Inc. | 325 | $22.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 380 | $23.6K | 0.00% | +40+11.8% | Added |
| Addison Advisors LLC | 392 | $24.3K | 0.01% | +10+2.6% | Added |
| Hoey Investments, Inc | 398 | $24.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 423 | $26.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 442 | $27.4K | 0.00% | −1,688−79.2% | Reduced |
| Ci Investments Inc. | 456 | $28.0K | 0.00% | −42,691−98.9% | Reduced |
| Bryn Mawr Trust Co | 466 | $28.9K | 0.00% | +16+3.6% | Added |
| CX Institutional | 460 | $29.0K | 0.00% | +460 | New |
| Itau Unibanco Holding S.A. | 480 | $30.0K | 0.00% | −230−32.4% | Reduced |
| MAI Capital Management | 555 | $34.4K | 0.00% | −7−1.2% | Reduced |
| First Horizon Advisors, Inc. | 569 | $35.3K | 0.00% | +258+83.0% | Added |
| Boston Private Wealth LLC | 610 | $37.9K | 0.00% | +610 | New |
| Migdal Insurance & Financial Holdings Ltd. | 614 | $38.0K | 0.00% | −275,731−99.8% | Reduced |
| Penserra Capital Management LLC | 628 | $38.0K | 0.00% | −315−33.4% | Reduced |
| Archer Investment Corp | 616 | $38.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 650 | $40.3K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 663 | $41.1K | 0.01% | +368+124.7% | Added |
| Farther Finance Advisors, LLC | 705 | $44.0K | 0.00% | +40+6.0% | Added |
| Huntington National Bank | 728 | $45.2K | 0.00% | +161+28.4% | Added |
| Creative Financial Designs Inc | 746 | $46.3K | 0.00% | −25−3.2% | Reduced |
| Central Trust Co | 747 | $46.4K | 0.00% | −490−39.6% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 790 | $49.0K | 0.05% | +110+16.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 802 | $50.0K | 0.00% | −31,968−97.6% | Reduced |
| Optimum Investment Advisors | 900 | $55.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 933 | $57.9K | 0.00% | +23+2.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 930 | $58.0K | 0.00% | −2,937−76.0% | Reduced |
| Tower Research Capital LLC (TRC) | 988 | $59.8K | 0.00% | −14,078−93.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,216 | $60.2K | 0.00% | −1,967−61.8% | Reduced |
| First Community Trust NA | 1,100 | $68.3K | 0.06% | −435−28.3% | Reduced |
| Quarry LP | 1,130 | $70.1K | 0.02% | +1,130 | New |
| Pension & Wealth Management Advisors, Inc. | 1,166 | $72.4K | 0.03% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 1,182 | $72.9K | 0.00% | −40,630−97.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,184 | $73.0K | 0.00% | +1,184 | New |
| Intact Investment Management Inc. | 1,200 | $74.5K | 0.00% | +1,200 | New |
| Rakuten Securities, Inc. | 1,219 | $75.6K | 0.04% | −216−15.1% | Reduced |
| Harbour Investments, Inc. | 1,280 | $79.4K | 0.00% | +388+43.5% | Added |
| Westside Investment Management, Inc. | 1,350 | $83.8K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,365 | $84.7K | 0.08% | −33−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,372 | $85.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,436 | $89.1K | 0.04% | +1,436 | New |
| Coldstream Capital Management Inc | 1,451 | $90.0K | 0.00% | +1,451 | New |
| Ossiam | 1,473 | $91.4K | 0.00% | −11,044−88.2% | Reduced |
| Fourth Dimension Wealth, LLC | 1,502 | $93.2K | 0.05% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,579 | $98.0K | 0.00% | +1,579 | New |
| TD Waterhouse Canada Inc. | 1,650 | $102.9K | 0.00% | +444+36.8% | Added |
| GWM Advisors LLC | 1,899 | $117.9K | 0.00% | −3,614−65.6% | Reduced |
| Horizon Investments, LLC | 1,911 | $118.6K | 0.00% | +59+3.2% | Added |
| Acadian Asset Management LLC | 1,966 | $121.0K | 0.00% | +1,966 | New |
| Larson Financial Group LLC | 2,075 | $128.8K | 0.01% | +1,095+111.7% | Added |
| Quest Partners LLC | 2,088 | $129.6K | 0.01% | +829+65.8% | Added |
| Shell Asset Management Co | 2,269 | $141.0K | 0.01% | −1,042−31.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,300 | $142.7K | 0.01% | −250−9.8% | Reduced |
| MUFG Securities Americas Inc. | 2,345 | $145.5K | 0.02% | +350+17.5% | Added |
| Parallel Advisors, LLC | 2,359 | $146.4K | 0.00% | +1,077+84.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,500 | $157.7K | 0.00% | −3,600−50.7% | Reduced |
| Compagnie Lombard Odier SCmA | 2,576 | $159.8K | 0.00% | −2,535−49.6% | Reduced |
| Resources Management Corp | 2,590 | $161.0K | 0.02% | −552−17.6% | Reduced |
| Firsthand Capital Management, Inc. | 3,000 | $186.2K | 0.45% | −15,000−83.3% | Reduced |
| Hollencrest Capital Management | 3,130 | $194.2K | 0.01% | −255−7.5% | Reduced |
| First Pacific Financial | 3,240 | $201.0K | 0.04% | −99−3.0% | Reduced |
| Ingalls & Snyder LLC | 3,293 | $204.0K | 0.01% | +3,293 | New |
| Tandem Capital Management Corp | 3,301 | $204.8K | 0.11% | −3,050−48.0% | Reduced |
| Centaurus Financial, Inc. | 3,299 | $205.0K | 0.01% | +3,299 | New |
| Merit Financial Group, LLC | 3,373 | $209.3K | 0.00% | +3,373 | New |
| Petrus Trust Company, LTA | 3,378 | $209.6K | 0.02% | +3,378 | New |
| Applied Finance Capital Management, LLC | 3,397 | $210.8K | 0.02% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 3,397 | $210.8K | 0.06% | +139+4.3% | Added |
| IHT Wealth Management, LLC | 3,453 | $213.1K | 0.01% | +260+8.1% | Added |
| Humankind Investments LLC | 3,449 | $214.0K | 0.06% | +2+0.1% | Added |
| Everett Harris & Co | 3,450 | $214.1K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 3,554 | $220.5K | 0.31% | +3,554 | New |
| Polymer Capital Management (US) LLC | 3,555 | $220.6K | 0.07% | +3,555 | New |
| Trust Co of Vermont | 3,568 | $221.4K | 0.01% | +3+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 3,587 | $222.6K | 0.11% | +3,587 | New |
| Cresset Asset Management, LLC | 3,662 | $227.2K | 0.00% | −918−20.0% | Reduced |
| Advisor Resource Council | 3,683 | $228.5K | 0.02% | +3,683 | New |
| Fifth Third Bancorp | 3,688 | $228.8K | 0.00% | +1,098+42.4% | Added |
| Financial Advocates Investment Management | 3,774 | $234.2K | 0.02% | +712+23.3% | Added |