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 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 | 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 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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 2,978 | $220.4K | 0.00% | +2,978 | New |
| Chicago Trust Co NA | 2,977 | $220.0K | 0.05% | +2,977 | New |
| Crossmark Global Holdings, Inc. | 2,911 | $215.0K | 0.01% | +2,911 | New |
| Kestra Advisory Services, LLC | 2,750 | $203.1K | 0.00% | +2,750 | New |
| Dakota Wealth Management | 2,723 | $201.1K | 0.01% | +2,723 | New |
| Shell Asset Management Co | 2,588 | $191.0K | 0.01% | −527−16.9% | Reduced |
| Metropolitan Life Insurance Co | 2,507 | $185.1K | 0.01% | +79+3.3% | Added |
| STRS Ohio | 2,300 | $169.0K | 0.00% | +1,700+283.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,127 | $157.1K | 0.00% | −43−2.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,725 | $127.4K | 0.07% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,553 | $114.7K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 1,322 | $98.0K | 0.11% | +1,322 | New |
| Alpha Paradigm Partners, LLC | 1,144 | $84.0K | 0.03% | −8,623−88.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,071 | $79.0K | 0.00% | −2,775−72.2% | Reduced |
| First Horizon Advisors, Inc. | 1,068 | $78.9K | 0.00% | +72+7.2% | Added |
| Assetmark, Inc | 850 | $62.8K | 0.00% | +205+31.8% | Added |
| Ellevest, Inc. | 782 | $57.7K | 0.00% | −113−12.6% | Reduced |
| Umb Bank N A | 456 | $34.0K | 0.00% | −4−0.9% | Reduced |
| Parkside Financial Bank & Trust | 448 | $33.1K | 0.01% | −157−26.0% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $31.8K | 0.00% | +160+59.3% | Added |
| Covestor Ltd | 307 | $23.0K | 0.02% | −355−53.6% | Reduced |
| Trust Co of Vermont | 300 | $22.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 287 | $21.2K | 0.00% | −45−13.6% | Reduced |
| CWM, LLC | 280 | $21.0K | 0.00% | +35+14.3% | Added |
| Rockefeller Capital Management L.P. | 228 | $16.0K | 0.00% | −47−17.1% | Reduced |
| Clearstead Advisors, LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 193 | $14.3K | 0.00% | −6−3.0% | Reduced |
| Private Trust Co NA | 193 | $14.0K | 0.00% | −27−12.3% | Reduced |
| Signaturefd, LLC | 187 | $13.8K | 0.00% | −88−32.0% | Reduced |
| Parallel Advisors, LLC | 180 | $13.3K | 0.00% | +10+5.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 177 | $13.1K | 0.00% | −7−3.8% | Reduced |
| Sandy Spring Bank | 175 | $12.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 173 | $12.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 172 | $12.7K | 0.00% | +172 | New |
| Comerica Securities,inc. | 149 | $11.0K | 0.00% | +149 | New |
| One Wealth Advisors, LLC | 149 | $11.0K | 0.00% | +149 | New |
| Leonteq Securities AG | 141 | $10.4K | 0.00% | −4−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 128 | $9.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $9.07K | 0.00% | 00.0% | Unchanged |
| 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 |
| CoreCap Advisors, LLC | 116 | $8.57K | 0.00% | +116 | New |
| Rational Advisors LLC | 112 | $8.27K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $6.20K | 0.00% | +48+133.3% | Added |
| IFP Advisors, Inc | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 79 | $5.83K | 0.00% | +8+11.3% | Added |
| Capital Advisors, Ltd. LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 43 | $3.17K | 0.00% | −3−6.5% | Reduced |
| 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 |
| Advisory Services Network, LLC | 36 | $2.66K | 0.00% | +36 | New |
| Manchester Capital Management LLC | 36 | $2.66K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $2.66K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $2.36K | 0.00% | +9+39.1% | Added |
| Anchor Investment Management, LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 28 | $2.04K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $1.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| Amundi | 17 | $1.34K | 0.00% | −185,340−100.0% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 13 | $960 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $812 | 0.00% | +11 | New |
| Disciplined Investments, LLC | 9 | $665 | 0.00% | −1−10.0% | Reduced |
| Huntington National Bank | 8 | $591 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 6 | $443 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $295 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $67 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 0 | $34 | 0.00% | 0 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −34,968−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −34,326−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −34,050−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −16,582−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −14,276−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,792−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,809−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −11,785−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,577−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −6,953−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,873−100.0% | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| AGF Investments LLC | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |