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, Q3 2023
Institutional positions in EnerSys as of Sep 30, 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
- 332
- +7 vs. Q2 2023
- Shares held
- 38.4M
- +279.8K (+0.7%) vs. Q2 2023
- Total value
- $3.64B
- −$487.4M (−11.8%) vs. Q2 2023
- New holders
- 51
- 117 more added
- Sold out
- 44
- 115 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $284 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $379 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $569 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 13 | $1.23K | 0.00% | −1−7.1% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.52K | 0.00% | +1+6.7% | Added |
| Farmers & Merchants Investments Inc | 18 | $1.70K | 0.00% | −1−5.3% | Reduced |
| C M Bidwell & Associates Ltd | 24 | $2.27K | 0.00% | +24 | New |
| Glassman Wealth Services | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 28 | $2.62K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $2.84K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 38 | $3.00K | 0.00% | +38 | New |
| Carolinas Wealth Consulting LLC | 37 | $3.17K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $3.41K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $3.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $3.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $3.88K | 0.00% | −6−12.8% | Reduced |
| Creative Financial Designs Inc | 41 | $3.88K | 0.00% | +41 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $4.07K | 0.00% | +43 | New |
| Global Retirement Partners, LLC | 46 | $4.28K | 0.00% | +7+17.9% | Added |
| Spire Wealth Management | 53 | $5.02K | 0.00% | +53 | New |
| Hillsdale Investment Management Inc. | 60 | $5.68K | 0.00% | +30+100.0% | Added |
| Bessemer Group Inc | 68 | $6.00K | 0.00% | −35−34.0% | Reduced |
| Capital Advisors, Ltd. LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 67 | $6.34K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 78 | $7.00K | 0.00% | +78 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74 | $7.01K | 0.00% | +74 | New |
| Leonteq Securities AG | 76 | $7.20K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 86 | $8.14K | 0.00% | +2+2.4% | Added |
| Front Row Advisors LLC | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $9.56K | 0.00% | +54+114.9% | Added |
| Key Financial Inc | 104 | $9.85K | 0.00% | −52−33.3% | Reduced |
| Creative Planning | 104 | $9.85K | 0.00% | −1,882−94.8% | Reduced |
| GoalVest Advisory LLC | 106 | $10.0K | 0.01% | +33+45.2% | Added |
| Hantz Financial Services, Inc. | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $11.0K | 0.01% | +17+17.5% | Added |
| Steward Partners Investment Advisory, LLC | 128 | $12.1K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 112 | $12.2K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 149 | $14.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 150 | $14.2K | 0.00% | +150 | New |
| Private Trust Co NA | 163 | $15.4K | 0.00% | −2−1.2% | Reduced |
| Sandy Spring Bank | 175 | $16.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 187 | $17.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 197 | $18.6K | 0.00% | −8−3.9% | Reduced |
| Headinvest, LLC | 200 | $18.7K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 202 | $19.1K | 0.00% | −14−6.5% | Reduced |
| Emerald Advisers, LLC | 202 | $19.1K | 0.00% | +202 | New |
| Nomura Asset Management Co Ltd | 250 | $23.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 262 | $24.8K | 0.02% | −50−16.0% | Reduced |
| NBC Securities, Inc. | 267 | $25.0K | 0.00% | +267 | New |
| Parallel Advisors, LLC | 273 | $25.9K | 0.00% | +91+50.0% | Added |
| Trust Co of Vermont | 300 | $28.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 362 | $34.3K | 0.00% | +237+189.6% | Added |
| CWM, LLC | 399 | $38.0K | 0.00% | +72+22.0% | Added |
| Quadrant Capital Group LLC | 415 | $39.3K | 0.00% | −32−7.2% | Reduced |
| Penserra Capital Management LLC | 447 | $42.0K | 0.00% | −491−52.3% | Reduced |
| Parkside Financial Bank & Trust | 446 | $42.2K | 0.01% | +416+1,386.7% | Added |
| Point72 Asset Management, L.P. | 471 | $44.6K | 0.00% | +211+81.2% | Added |
| Exchange Traded Concepts, LLC | 514 | $48.7K | 0.00% | +514 | New |
| West Tower Group, LLC | 583 | $55.2K | 0.03% | +78+15.4% | Added |
| Umb Bank N A | 620 | $58.7K | 0.00% | +164+36.0% | Added |
| Group One Trading, L.P. | 763 | $72.2K | 0.00% | −2,591−77.3% | Reduced |
| Kepos Capital LP | 792 | $75.0K | 0.01% | −22−2.7% | Reduced |
| USA Financial Portformulas Corp | 855 | $80.9K | 0.12% | −22−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 871 | $82.5K | 0.00% | −2,142−71.1% | Reduced |
| KBC Group NV | 884 | $84.0K | 0.00% | +884 | New |
| First Horizon Advisors, Inc. | 1,144 | $108.3K | 0.00% | +16+1.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,206 | $115.0K | 0.00% | −7,164−85.6% | Reduced |
| Mendota Financial Group, LLC | 1,574 | $149.0K | 0.16% | +1,574 | New |
| SkyView Investment Advisors, LLC | 1,653 | $156.0K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,650 | $156.2K | 0.10% | 00.0% | Unchanged |
| Assetmark, Inc | 1,742 | $164.9K | 0.00% | +265+17.9% | Added |
| Aquatic Capital Management LLC | 1,800 | $170.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,896 | $179.5K | 0.02% | +1,896 | New |
| DekaBank Deutsche Girozentrale | 1,877 | $180.0K | 0.00% | +1,877 | New |
| Greenleaf Trust | 2,186 | $206.9K | 0.00% | +4+0.2% | Added |
| AXA S.A. | 2,200 | $208.3K | 0.00% | −50,700−95.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,203 | $208.6K | 0.00% | +2,203 | New |
| Hancock Whitney Corp | 2,279 | $215.8K | 0.01% | −458−16.7% | Reduced |
| SeaCrest Wealth Management, LLC | 2,300 | $217.7K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,323 | $220.0K | 0.00% | +2,323 | New |
| Panagora Asset Management Inc | 2,354 | $222.9K | 0.00% | −82−3.4% | Reduced |
| Metropolitan Life Insurance Co | 2,375 | $224.8K | 0.01% | +140+6.3% | Added |
| Calamos Advisors LLC | 2,458 | $232.7K | 0.00% | +2,458 | New |
| Regions Financial Corp | 2,500 | $236.7K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,559 | $238.8K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,595 | $245.7K | 0.03% | +2,595 | New |
| JustInvest LLC | 2,604 | $246.5K | 0.01% | +127+5.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,604 | $246.5K | 0.02% | +2,604 | New |
| Lewis Capital Management, LLC | 2,701 | $255.7K | 0.40% | 00.0% | Unchanged |
| M&T Bank Corp | 2,716 | $257.4K | 0.00% | +45+1.7% | Added |
| Crossmark Global Holdings, Inc. | 2,706 | $258.0K | 0.01% | −11−0.4% | Reduced |
| Quantinno Capital Management LP | 2,744 | $260.0K | 0.01% | +149+5.7% | Added |
| Mission Wealth Management, LP | 3,050 | $288.7K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 3,058 | $290.0K | 0.01% | +3,058 | New |
| Sherbrooke Park Advisers LLC | 3,069 | $290.5K | 0.09% | +3,069 | New |