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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 3,247 | $282.0K | 0.00% | −27−0.8% | Reduced |
| Martingale Asset Management L P | 3,159 | $274.5K | 0.01% | +3,159 | New |
| CWM Advisors, LLC | 3,154 | $274.0K | 0.03% | −29−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,127 | $271.0K | 0.01% | +216+7.4% | Added |
| Mission Wealth Management, LP | 3,050 | $265.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,977 | $258.6K | 0.06% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,949 | $256.2K | 0.02% | +226+8.3% | Added |
| Virginia Retirement Systems Et Al | 2,900 | $252.0K | 0.00% | +2,900 | New |
| Cetera Advisor Networks LLC | 2,894 | $251.5K | 0.00% | +2,894 | New |
| STRS Ohio | 2,800 | $243.0K | 0.00% | +500+21.7% | Added |
| M&T Bank Corp | 2,763 | $240.2K | 0.00% | −215−7.2% | Reduced |
| Meeder Asset Management Inc | 2,736 | $237.7K | 0.02% | +2,736 | New |
| Occudo Quantitative Strategies LP | 2,720 | $236.3K | 0.02% | +2,720 | New |
| Lewis Capital Management, LLC | 2,701 | $234.7K | 0.35% | +2,701 | New |
| Hancock Whitney Corp | 2,690 | $234.0K | 0.01% | −434−13.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,620 | $227.0K | 0.02% | −618−19.1% | Reduced |
| Quantinno Capital Management LP | 2,595 | $225.0K | 0.01% | +2,595 | New |
| Balyasny Asset Management LLC | 2,575 | $223.7K | 0.00% | +2,575 | New |
| Mackenzie Financial Corp | 2,559 | $222.3K | 0.00% | +2,559 | New |
| Regions Financial Corp | 2,500 | $217.0K | 0.00% | +2,500 | New |
| Greenleaf Trust | 2,450 | $212.9K | 0.00% | +2,450 | New |
| Panagora Asset Management Inc | 2,436 | $211.6K | 0.00% | +2,436 | New |
| Captrust Financial Advisors | 2,403 | $208.8K | 0.00% | +2,403 | New |
| JustInvest LLC | 2,351 | $204.3K | 0.01% | +2,351 | New |
| Metropolitan Life Insurance Co | 2,188 | $190.1K | 0.01% | −319−12.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,725 | $149.9K | 0.09% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,553 | $134.9K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 1,305 | $113.0K | 0.12% | −17−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,232 | $107.0K | 0.00% | +161+15.0% | Added |
| Assetmark, Inc | 1,138 | $98.9K | 0.00% | +288+33.9% | Added |
| First Horizon Advisors, Inc. | 1,128 | $98.0K | 0.00% | +60+5.6% | Added |
| SkyView Investment Advisors, LLC | 1,000 | $87.0K | 0.02% | +1,000 | New |
| USA Financial Portformulas Corp | 895 | $77.8K | 0.13% | +895 | New |
| Quadrant Capital Group LLC | 491 | $42.7K | 0.00% | +204+71.1% | Added |
| Umb Bank N A | 456 | $39.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $26.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 286 | $25.0K | 0.00% | +6+2.1% | Added |
| Nomura Asset Management Co Ltd | 250 | $21.7K | 0.00% | −180−41.9% | Reduced |
| Clearstead Advisors, LLC | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 198 | $17.2K | 0.00% | +5+2.6% | Added |
| Signaturefd, LLC | 187 | $16.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 183 | $15.9K | 0.00% | +3+1.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 177 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $15.2K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 173 | $15.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 172 | $14.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 165 | $14.3K | 0.00% | −28−14.5% | Reduced |
| Key Financial Inc | 156 | $13.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 152 | $13.2K | 0.00% | +73+92.4% | Added |
| Penserra Capital Management LLC | 145 | $12.0K | 0.00% | +16+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 128 | $11.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 127 | $11.0K | 0.00% | −14−9.9% | Reduced |
| Hantz Financial Services, Inc. | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 112 | $9.73K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $7.30K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 68 | $6.00K | 0.00% | +68 | New |
| HHM Wealth Advisors, LLC | 67 | $5.82K | 0.00% | +67 | New |
| Capital Advisors, Ltd. LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 51 | $4.43K | 0.00% | +15+41.7% | Added |
| Ellevest, Inc. | 47 | $4.08K | 0.00% | −735−94.0% | Reduced |
| IFP Advisors, Inc | 47 | $3.78K | 0.00% | −27−36.5% | Reduced |
| Carolinas Wealth Consulting LLC | 43 | $3.74K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 43 | $3.74K | 0.00% | +43 | New |
| JFS Wealth Advisors, LLC | 39 | $3.39K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 39 | $3.21K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 36 | $3.00K | 0.00% | +22+157.1% | Added |
| Ronald Blue Trust, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Schubert & Co | 33 | $2.87K | 0.00% | +1+3.1% | Added |
| Parkside Financial Bank & Trust | 30 | $2.61K | 0.00% | −418−93.3% | Reduced |
| Anchor Investment Management, LLC | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 28 | $2.40K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 19 | $1.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.48K | 0.00% | +4+30.8% | Added |
| Prestige Wealth Management Group LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $1.22K | 0.00% | +6+75.0% | Added |
| AdvisorNet Financial, Inc | 12 | $1.04K | 0.00% | +1+9.1% | Added |
| Covestor Ltd | 8 | $1.00K | 0.00% | −299−97.4% | Reduced |
| Disciplined Investments, LLC | 9 | $782 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8 | $695 | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 6 | $521 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $174 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $40 | 0.00% | 0 | Unchanged |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −235,846−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −28,189−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −16,464−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −9,347−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,824−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −6,674−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |