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; 553 institutions reported holding it in 13F filings for Q2 2026, worth $8.54B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in EnerSys as of Dec 31, 2022. 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
- 270
- +21 vs. Q3 2022
- Shares held
- 38.7M
- −799.7K (−2.0%) vs. Q3 2022
- Total value
- $2.86B
- +$559.6M (+24.3%) vs. Q3 2022
- New holders
- 41
- 81 more added
- Sold out
- 20
- 104 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | 553 | $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 2022
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 0 | $34 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 2 | $67 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 4 | $295 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $443 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $591 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 9 | $665 | 0.00% | −1−10.0% | Reduced |
| AdvisorNet Financial, Inc | 11 | $812 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 13 | $960 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Amundi | 17 | $1.34K | 0.00% | −185,340−100.0% | Reduced |
| Farmers & Merchants Investments Inc | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $1.85K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 28 | $2.04K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $2.36K | 0.00% | +9+39.1% | Added |
| Manchester Capital Management LLC | 36 | $2.66K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $2.66K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 36 | $2.66K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 39 | $2.88K | 0.00% | +6+18.2% | Added |
| Global Retirement Partners, LLC | 39 | $2.88K | 0.00% | +16+69.6% | Added |
| Carolinas Wealth Consulting LLC | 43 | $3.17K | 0.00% | −3−6.5% | Reduced |
| Capital Advisors, Ltd. LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 79 | $5.83K | 0.00% | +8+11.3% | Added |
| IFP Advisors, Inc | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $6.20K | 0.00% | +48+133.3% | Added |
| Front Row Advisors LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 112 | $8.27K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 116 | $8.57K | 0.00% | +116 | New |
| Penserra Capital Management LLC | 129 | $9.00K | 0.00% | −16−11.0% | Reduced |
| Hantz Financial Services, Inc. | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $9.07K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 128 | $9.45K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 141 | $10.4K | 0.00% | −4−2.8% | Reduced |
| Comerica Securities,inc. | 149 | $11.0K | 0.00% | +149 | New |
| One Wealth Advisors, LLC | 149 | $11.0K | 0.00% | +149 | New |
| Belpointe Asset Management LLC | 172 | $12.7K | 0.00% | +172 | New |
| TCI Wealth Advisors, Inc. | 173 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $12.9K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 177 | $13.1K | 0.00% | −7−3.8% | Reduced |
| Parallel Advisors, LLC | 180 | $13.3K | 0.00% | +10+5.9% | Added |
| Signaturefd, LLC | 187 | $13.8K | 0.00% | −88−32.0% | Reduced |
| Private Trust Co NA | 193 | $14.0K | 0.00% | −27−12.3% | Reduced |
| Proequities, Inc. | 193 | $14.3K | 0.00% | −6−3.0% | Reduced |
| Clearstead Advisors, LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 228 | $16.0K | 0.00% | −47−17.1% | Reduced |
| CWM, LLC | 280 | $21.0K | 0.00% | +35+14.3% | Added |
| Quadrant Capital Group LLC | 287 | $21.2K | 0.00% | −45−13.6% | Reduced |
| Trust Co of Vermont | 300 | $22.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 307 | $23.0K | 0.02% | −355−53.6% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $31.8K | 0.00% | +160+59.3% | Added |
| Parkside Financial Bank & Trust | 448 | $33.1K | 0.01% | −157−26.0% | Reduced |
| Umb Bank N A | 456 | $34.0K | 0.00% | −4−0.9% | Reduced |
| Ellevest, Inc. | 782 | $57.7K | 0.00% | −113−12.6% | Reduced |
| Assetmark, Inc | 850 | $62.8K | 0.00% | +205+31.8% | Added |
| First Horizon Advisors, Inc. | 1,068 | $78.9K | 0.00% | +72+7.2% | Added |
| Tower Research Capital LLC (TRC) | 1,071 | $79.0K | 0.00% | −2,775−72.2% | Reduced |
| Alpha Paradigm Partners, LLC | 1,144 | $84.0K | 0.03% | −8,623−88.3% | Reduced |
| US Asset Management LLC | 1,322 | $98.0K | 0.11% | +1,322 | New |
| Arlington Partners LLC | 1,553 | $114.7K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,725 | $127.4K | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,127 | $157.1K | 0.00% | −43−2.0% | Reduced |
| STRS Ohio | 2,300 | $169.0K | 0.00% | +1,700+283.3% | Added |
| Metropolitan Life Insurance Co | 2,507 | $185.1K | 0.01% | +79+3.3% | Added |
| Shell Asset Management Co | 2,588 | $191.0K | 0.01% | −527−16.9% | Reduced |
| Dakota Wealth Management | 2,723 | $201.1K | 0.01% | +2,723 | New |
| Kestra Advisory Services, LLC | 2,750 | $203.1K | 0.00% | +2,750 | New |
| Crossmark Global Holdings, Inc. | 2,911 | $215.0K | 0.01% | +2,911 | New |
| Chicago Trust Co NA | 2,977 | $220.0K | 0.05% | +2,977 | New |
| M&T Bank Corp | 2,978 | $220.4K | 0.00% | +2,978 | New |
| Mission Wealth Management, LP | 3,050 | $225.2K | 0.01% | +3,050 | New |
| Hancock Whitney Corp | 3,124 | $231.0K | 0.01% | +3,124 | New |
| Vident Investment Advisory, LLC | 3,131 | $231.2K | 0.01% | +3,131 | New |
| CWM Advisors, LLC | 3,183 | $235.0K | 0.03% | −352−10.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,238 | $239.0K | 0.02% | +3,238 | New |
| Commonwealth Equity Services, LLC | 3,274 | $241.0K | 0.00% | +3,274 | New |
| Coldstream Capital Management Inc | 3,466 | $255.9K | 0.01% | +3,466 | New |
| Janney Montgomery Scott LLC | 3,468 | $256.0K | 0.00% | +3,468 | New |
| Securian Asset Management, Inc | 3,707 | $273.7K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,756 | $277.4K | 0.01% | −3,234−46.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,779 | $279.0K | 0.01% | −2,093−35.6% | Reduced |
| Mariner, LLC | 3,927 | $290.0K | 0.00% | +3,927 | New |
| Veritable, L.P. | 3,928 | $290.0K | 0.01% | +3,928 | New |
| Pinnacle Associates Ltd | 4,100 | $302.7K | 0.01% | −800−16.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,100 | $302.7K | 0.34% | −500−10.9% | Reduced |
| Squarepoint Ops LLC | 4,104 | $303.0K | 0.00% | +4,104 | New |
| SYSTM Wealth Solutions LLC | 4,134 | $305.3K | 0.04% | +4,134 | New |
| HighTower Advisors, LLC | 4,310 | $320.0K | 0.00% | +5+0.1% | Added |
| Pitcairn Co | 4,436 | $327.6K | 0.03% | +45+1.0% | Added |
| Nordea Investment Management AB | 4,526 | $333.3K | 0.00% | +4,526 | New |
| MML Investors Services, LLC | 4,689 | $346.0K | 0.00% | +547+13.2% | Added |
| Cubist Systematic Strategies, LLC | 4,689 | $346.2K | 0.00% | −5,247−52.8% | Reduced |
| Pictet Asset Management SA | 4,791 | $354.0K | 0.00% | +4,791 | New |
| Aquatic Capital Management LLC | 4,800 | $354.0K | 0.03% | +4,800 | New |
| Integrated Investment Consultants, LLC | 4,854 | $358.4K | 0.12% | −39−0.8% | Reduced |
| Connable Office Inc | 5,154 | $381.0K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,160 | $381.0K | 0.00% | +5,160 | New |
| American Century Companies Inc | 5,341 | $394.4K | 0.00% | +876+19.6% | Added |
| Nisa Investment Advisors, LLC | 5,358 | $396.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,430 | $401.0K | 0.00% | −486−8.2% | Reduced |