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, Q1 2023
Institutional positions in EnerSys as of Mar 31, 2023. 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
- 287
- +21 vs. Q4 2022
- Shares held
- 39.0M
- +310.8K (+0.8%) vs. Q4 2022
- Total value
- $3.39B
- +$530.3M (+18.6%) vs. Q4 2022
- New holders
- 40
- 100 more added
- Sold out
- 19
- 96 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 0 | $40 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 2 | $174 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $521 | 0.00% | +6 | New |
| Northwestern Mutual Wealth Management Co | 8 | $695 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 9 | $782 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | −299−97.4% | Reduced |
| AdvisorNet Financial, Inc | 12 | $1.04K | 0.00% | +1+9.1% | Added |
| Huntington National Bank | 14 | $1.22K | 0.00% | +6+75.0% | Added |
| Prestige Wealth Management Group LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.48K | 0.00% | +4+30.8% | Added |
| Farmers & Merchants Investments Inc | 19 | $1.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 28 | $2.40K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $2.61K | 0.00% | −418−93.3% | Reduced |
| Schubert & Co | 33 | $2.87K | 0.00% | +1+3.1% | Added |
| Steward Financial Group LLC | 36 | $3.00K | 0.00% | +22+157.1% | Added |
| Ronald Blue Trust, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Advisory Services Network, LLC | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 39 | $3.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $3.39K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 43 | $3.74K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 43 | $3.74K | 0.00% | +43 | New |
| IFP Advisors, Inc | 47 | $3.78K | 0.00% | −27−36.5% | Reduced |
| Ellevest, Inc. | 47 | $4.08K | 0.00% | −735−94.0% | Reduced |
| Manchester Capital Management LLC | 51 | $4.43K | 0.00% | +15+41.7% | Added |
| Capital Advisors, Ltd. LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 67 | $5.82K | 0.00% | +67 | New |
| Bessemer Group Inc | 68 | $6.00K | 0.00% | +68 | New |
| Lindbrook Capital, LLC | 84 | $7.30K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 112 | $9.73K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 127 | $11.0K | 0.00% | −14−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 128 | $11.1K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 145 | $12.0K | 0.00% | +16+12.4% | Added |
| Fifth Third Bancorp | 152 | $13.2K | 0.00% | +73+92.4% | Added |
| Key Financial Inc | 156 | $13.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 165 | $14.3K | 0.00% | −28−14.5% | Reduced |
| Belpointe Asset Management LLC | 172 | $14.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 173 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $15.2K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 177 | $15.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 183 | $15.9K | 0.00% | +3+1.7% | Added |
| Signaturefd, LLC | 187 | $16.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 198 | $17.2K | 0.00% | +5+2.6% | Added |
| Clearstead Advisors, LLC | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 250 | $21.7K | 0.00% | −180−41.9% | Reduced |
| CWM, LLC | 286 | $25.0K | 0.00% | +6+2.1% | Added |
| Trust Co of Vermont | 300 | $26.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 456 | $39.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 491 | $42.7K | 0.00% | +204+71.1% | Added |
| USA Financial Portformulas Corp | 895 | $77.8K | 0.13% | +895 | New |
| SkyView Investment Advisors, LLC | 1,000 | $87.0K | 0.02% | +1,000 | New |
| First Horizon Advisors, Inc. | 1,128 | $98.0K | 0.00% | +60+5.6% | Added |
| Assetmark, Inc | 1,138 | $98.9K | 0.00% | +288+33.9% | Added |
| Tower Research Capital LLC (TRC) | 1,232 | $107.0K | 0.00% | +161+15.0% | Added |
| US Asset Management LLC | 1,305 | $113.0K | 0.12% | −17−1.3% | Reduced |
| Arlington Partners LLC | 1,553 | $134.9K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,725 | $149.9K | 0.09% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,188 | $190.1K | 0.01% | −319−12.7% | Reduced |
| JustInvest LLC | 2,351 | $204.3K | 0.01% | +2,351 | New |
| Captrust Financial Advisors | 2,403 | $208.8K | 0.00% | +2,403 | New |
| Panagora Asset Management Inc | 2,436 | $211.6K | 0.00% | +2,436 | New |
| Greenleaf Trust | 2,450 | $212.9K | 0.00% | +2,450 | New |
| Regions Financial Corp | 2,500 | $217.0K | 0.00% | +2,500 | New |
| Mackenzie Financial Corp | 2,559 | $222.3K | 0.00% | +2,559 | New |
| Balyasny Asset Management LLC | 2,575 | $223.7K | 0.00% | +2,575 | New |
| Quantinno Capital Management LP | 2,595 | $225.0K | 0.01% | +2,595 | New |
| Dynamic Technology Lab Private Ltd | 2,620 | $227.0K | 0.02% | −618−19.1% | Reduced |
| Hancock Whitney Corp | 2,690 | $234.0K | 0.01% | −434−13.9% | Reduced |
| Lewis Capital Management, LLC | 2,701 | $234.7K | 0.35% | +2,701 | New |
| Occudo Quantitative Strategies LP | 2,720 | $236.3K | 0.02% | +2,720 | New |
| Meeder Asset Management Inc | 2,736 | $237.7K | 0.02% | +2,736 | New |
| M&T Bank Corp | 2,763 | $240.2K | 0.00% | −215−7.2% | Reduced |
| STRS Ohio | 2,800 | $243.0K | 0.00% | +500+21.7% | Added |
| Cetera Advisor Networks LLC | 2,894 | $251.5K | 0.00% | +2,894 | New |
| Virginia Retirement Systems Et Al | 2,900 | $252.0K | 0.00% | +2,900 | New |
| Dakota Wealth Management | 2,949 | $256.2K | 0.02% | +226+8.3% | Added |
| Chicago Trust Co NA | 2,977 | $258.6K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,050 | $265.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,127 | $271.0K | 0.01% | +216+7.4% | Added |
| CWM Advisors, LLC | 3,154 | $274.0K | 0.03% | −29−0.9% | Reduced |
| Martingale Asset Management L P | 3,159 | $274.5K | 0.01% | +3,159 | New |
| Commonwealth Equity Services, LLC | 3,247 | $282.0K | 0.00% | −27−0.8% | Reduced |
| Versor Investments LP | 3,300 | $286.7K | 0.04% | +3,300 | New |
| Janney Montgomery Scott LLC | 3,390 | $295.0K | 0.00% | −78−2.2% | Reduced |
| Coldstream Capital Management Inc | 3,435 | $298.4K | 0.01% | −31−0.9% | Reduced |
| Legacy Capital Group California, Inc. | 3,547 | $308.2K | 0.15% | +3,547 | New |
| SYSTM Wealth Solutions LLC | 3,653 | $317.4K | 0.05% | −481−11.6% | Reduced |
| Securian Asset Management, Inc | 3,707 | $322.1K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,762 | $326.9K | 0.01% | +6+0.2% | Added |
| Pinnacle Associates Ltd | 3,850 | $334.5K | 0.01% | −250−6.1% | Reduced |
| Nordea Investment Management AB | 3,989 | $343.5K | 0.00% | −537−11.9% | Reduced |
| Kula Investments, LLC | 3,985 | $346.2K | 0.09% | +3,985 | New |
| Mariner, LLC | 3,999 | $347.0K | 0.00% | +72+1.8% | Added |
| Veritable, L.P. | 4,028 | $350.0K | 0.01% | +100+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 4,173 | $362.6K | 0.00% | +2,046+96.2% | Added |