EnerSys
ENS- Exchange
- NYSE
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0001289308
No open-market purchases or sales by EnerSys insiders were filed in the last 90 days; 554 institutions reported holding it in 13F filings for Q2 2026, worth $8.54B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in EnerSys as of Dec 31, 2021. 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
- 285
- +4 vs. Q3 2021
- Shares held
- 40.0M
- −486.9K (−1.2%) vs. Q3 2021
- Total value
- $3.16B
- +$146.2M (+4.8%) vs. Q3 2021
- New holders
- 48
- 98 more added
- Sold out
- 44
- 95 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ENS 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 | 554 | $8.54B |
| Q1 2026 | 501 | $6.17B |
| Q4 2025 | 435 | $5.32B |
| Q3 2025 | 375 | $4.02B |
| Q2 2025 | 371 | $3.14B |
| Q1 2025 | 378 | $3.41B |
| Q4 2024 | 364 | $3.46B |
| Q3 2024 | 365 | $3.83B |
| Q2 2024 | 363 | $3.91B |
| Q1 2024 | 371 | $3.58B |
| Q4 2023 | 356 | $3.88B |
| Q3 2023 | 332 | $3.64B |
| Q2 2023 | 327 | $4.13B |
| Q1 2023 | 287 | $3.39B |
| Q4 2022 | 270 | $2.86B |
| Q3 2022 | 254 | $2.31B |
| Q2 2022 | 265 | $2.30B |
| Q1 2022 | 287 | $2.95B |
| Q4 2021 | 285 | $3.16B |
| Q3 2021 | 285 | $3.01B |
| Q2 2021 | 292 | $3.98B |
| Q1 2021 | 309 | $3.70B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 3,300 | $261.0K | 0.01% | +3,300 | New |
| MQS Management LLC | 3,284 | $260.0K | 0.42% | +3,284 | New |
| Vident Investment Advisory, LLC | 3,236 | $256.0K | 0.01% | +3,236 | New |
| Veritable, L.P. | 3,213 | $254.0K | 0.00% | +3,213 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,123 | $247.0K | 0.00% | −1,100−26.0% | Reduced |
| CWM Advisors, LLC | 3,124 | $247.0K | 0.03% | +22+0.7% | Added |
| M&T Bank Corp | 3,104 | $245.0K | 0.00% | +3,104 | New |
| Mission Wealth Management, LP | 3,050 | $241.0K | 0.01% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 3,029 | $239.0K | 0.10% | +235+8.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,911 | $230.0K | 0.00% | −61−2.1% | Reduced |
| Pictet Asset Management SA | 2,861 | $226.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 2,860 | $226.0K | 0.03% | +2,860 | New |
| Panagora Asset Management Inc | 2,809 | $222.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,790 | $220.0K | 0.00% | −149−5.1% | Reduced |
| Phoenix Holdings Ltd. | 2,727 | $215.0K | 0.00% | +2,727 | New |
| Emerald Advisers, LLC | 2,490 | $197.0K | 0.01% | −310−11.1% | Reduced |
| Russell Investments Group, Ltd. | 2,340 | $185.0K | 0.00% | −60−2.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,000 | $158.0K | 0.04% | −4,200−67.7% | Reduced |
| First Bank & Trust | 1,917 | $152.0K | 0.06% | +140+7.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,805 | $143.0K | 0.00% | +196+12.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,725 | $136.0K | 0.06% | −550−24.2% | Reduced |
| Arlington Partners LLC | 1,553 | $123.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 1,564 | $123.0K | 0.00% | +1,564 | New |
| Captrust Financial Advisors | 1,538 | $122.0K | 0.00% | +8+0.5% | Added |
| Eaton Vance Management | 1,249 | $98.0K | 0.00% | +61+5.1% | Added |
| STRS Ohio | 1,200 | $94.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,043 | $82.0K | 0.01% | −153,377−99.3% | Reduced |
| Ellevest, Inc. | 844 | $67.0K | 0.01% | +844 | New |
| Tompkins Financial Corp | 750 | $59.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 700 | $55.3K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 648 | $51.0K | 0.00% | +42+6.9% | Added |
| Covestor Ltd | 588 | $46.0K | 0.06% | +588 | New |
| First Horizon Advisors, Inc. | 508 | $40.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 497 | $39.0K | 0.01% | +70+16.4% | Added |
| Brown, Lisle/Cummings, Inc. | 475 | $37.6K | 0.02% | +475 | New |
| FMR LLC | 469 | $37.0K | 0.00% | +31+7.1% | Added |
| Rockefeller Capital Management L.P. | 435 | $34.0K | 0.00% | −44−9.2% | Reduced |
| IMA Wealth, Inc. | 350 | $28.0K | 0.01% | +350 | New |
| Point72 Hong Kong Ltd | 348 | $28.0K | 0.00% | +348 | New |
| Steward Partners Investment Advisory, LLC | 328 | $26.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 293 | $23.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 212 | $17.0K | 0.01% | +212 | New |
| Clearstead Advisors, LLC | 200 | $16.0K | 0.00% | +200 | New |
| Hantz Financial Services, Inc. | 194 | $15.0K | 0.00% | −128−39.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 196 | $15.0K | 0.01% | +196 | New |
| Sandy Spring Bank | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 172 | $14.0K | 0.00% | +36+26.5% | Added |
| IFP Advisors, Inc | 167 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $12.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 155 | $12.0K | 0.00% | +135+675.0% | Added |
| Fifth Third Bancorp | 134 | $11.0K | 0.00% | +78+139.3% | Added |
| Quadrant Capital Group LLC | 131 | $10.0K | 0.00% | −149−53.2% | Reduced |
| Proequities, Inc. | 131 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 130 | $10.0K | 0.00% | +130 | New |
| Front Row Advisors LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $8.00K | 0.02% | +100 | New |
| CoreCap Advisors, LLC | 107 | $8.00K | 0.00% | +107 | New |
| Leonteq Securities AG | 90 | $7.12K | 0.00% | +22+32.4% | Added |
| Gemmer Asset Management LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 88 | $7.00K | 0.00% | +14+18.9% | Added |
| Atlas Capital Advisors LLC | 80 | $6.32K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 81 | $6.00K | 0.00% | +81 | New |
| Capital Advisors, Ltd. LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 32 | $3.00K | 0.00% | +32 | New |
| Anchor Investment Management, LLC | 30 | $2.37K | 0.00% | +30 | New |
| TD Waterhouse Canada Inc. | 28 | $2.30K | 0.00% | +28 | New |
| Private Capital Group, LLC | 28 | $2.00K | 0.00% | −7−20.0% | Reduced |
| Glassman Wealth Services | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $2.00K | 0.00% | +23 | New |
| Signaturefd, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 11 | $1.00K | 0.00% | −44−80.0% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $1.00K | 0.00% | −4−21.1% | Reduced |
| Banque Cantonale Vaudoise | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11 | $1.00K | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| JJJ Advisors Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Johnson Financial Group, Inc. | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 5 | $0 | 0.00% | +5 | New |
| Schubert & Co | 6 | $0 | 0.00% | +6 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −139,431−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −81,419−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −41,580−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,263−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −20,693−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,349−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,115−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,751−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −14,636−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −10,466−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,160−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,363−100.0% | Sold out |