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 2023
Institutional positions in EnerSys as of Dec 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
- 356
- +29 vs. Q3 2023
- Shares held
- 38.5M
- +80.5K (+0.2%) vs. Q3 2023
- Total value
- $3.88B
- +$248.6M (+6.8%) vs. Q3 2023
- New holders
- 63
- 106 more added
- Sold out
- 34
- 129 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $404 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $505 | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.01K | 0.00% | +10 | New |
| Sachetta, LLC | 11 | $1.11K | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 12 | $1.21K | 0.00% | −1−7.7% | Reduced |
| Farther Finance Advisors, LLC | 15 | $1.51K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 15 | $1.51K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $2.52K | 0.00% | +25 | New |
| Allworth Financial LP | 26 | $2.63K | 0.00% | +20+333.3% | Added |
| TD Waterhouse Canada Inc. | 28 | $2.67K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 27 | $2.73K | 0.00% | −79−74.5% | Reduced |
| Anchor Investment Management, LLC | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 34 | $3.43K | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 35 | $3.53K | 0.00% | −6−14.6% | Reduced |
| Carolinas Wealth Consulting LLC | 35 | $3.53K | 0.00% | −2−5.4% | Reduced |
| Rosenberg Matthew Hamilton | 36 | $3.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $3.94K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $4.14K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $4.34K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $4.47K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $4.98K | 0.00% | −2−3.8% | Reduced |
| Key Financial Inc | 52 | $5.25K | 0.00% | −52−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 52 | $5.25K | 0.00% | +52 | New |
| Capital Advisors, Ltd. LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 67 | $6.76K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74 | $7.06K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 78 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 85 | $8.58K | 0.00% | −1−1.2% | Reduced |
| Bruce G. Allen Investments, LLC | 87 | $8.78K | 0.01% | +87 | New |
| Front Row Advisors LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 104 | $10.5K | 0.00% | −83−44.4% | Reduced |
| Bessemer Group Inc | 106 | $11.0K | 0.00% | +38+55.9% | Added |
| Leonteq Securities AG | 116 | $11.7K | 0.00% | +40+52.6% | Added |
| Hantz Financial Services, Inc. | 117 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 137 | $13.8K | 0.00% | −26−16.0% | Reduced |
| Global X Japan Co., Ltd. | 144 | $14.5K | 0.01% | +144 | New |
| IFP Advisors, Inc | 148 | $14.9K | 0.00% | +47+46.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 149 | $15.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 164 | $15.7K | 0.00% | +164 | New |
| Planning Capital Management Corp | 163 | $16.5K | 0.01% | +163 | New |
| Sandy Spring Bank | 175 | $17.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 177 | $17.9K | 0.00% | −20−10.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 192 | $19.4K | 0.00% | −8,191−97.7% | Reduced |
| Clearstead Advisors, LLC | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 202 | $20.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 241 | $24.3K | 0.01% | −21−8.0% | Reduced |
| Umb Bank N A | 249 | $25.1K | 0.00% | −371−59.8% | Reduced |
| Nomura Asset Management Co Ltd | 250 | $25.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 250 | $25.2K | 0.00% | +48+23.8% | Added |
| Parallel Advisors, LLC | 252 | $25.5K | 0.00% | −21−7.7% | Reduced |
| NBC Securities, Inc. | 267 | $26.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 260 | $26.3K | 0.00% | +132+103.1% | Added |
| CWM, LLC | 339 | $34.0K | 0.00% | −60−15.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 357 | $36.0K | 0.01% | +357 | New |
| Huntington National Bank | 365 | $36.9K | 0.00% | +3+0.8% | Added |
| Quadrant Capital Group LLC | 415 | $41.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 487 | $49.2K | 0.01% | +41+9.2% | Added |
| Penserra Capital Management LLC | 501 | $50.0K | 0.00% | +54+12.1% | Added |
| Exchange Traded Concepts, LLC | 514 | $51.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 520 | $52.5K | 0.00% | +520 | New |
| KBC Group NV | 884 | $89.0K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 969 | $98.0K | 0.03% | +177+22.3% | Added |
| First Horizon Advisors, Inc. | 1,058 | $106.8K | 0.00% | −86−7.5% | Reduced |
| EntryPoint Capital, LLC | 1,197 | $120.8K | 0.12% | +1,197 | New |
| Skandinaviska Enskilda Banken AB (publ) | 1,206 | $121.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,334 | $134.7K | 0.01% | +1,334 | New |
| Walleye Trading LLC | 1,384 | $139.7K | 0.00% | +1,384 | New |
| Arlington Trust Co LLC | 1,553 | $156.8K | 0.04% | +1,553 | New |
| MeadowBrook Investment Advisors LLC | 1,555 | $157.0K | 0.15% | +1,555 | New |
| Mendota Financial Group, LLC | 1,574 | $158.9K | 0.12% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,650 | $166.6K | 0.10% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,877 | $192.0K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,991 | $201.0K | 0.23% | +1,991 | New |
| Dakota Wealth Management | 2,014 | $203.3K | 0.01% | +2,014 | New |
| Point72 Asset Management, L.P. | 2,100 | $212.0K | 0.00% | +1,629+345.9% | Added |
| Advisor Resource Council | 2,121 | $214.2K | 0.02% | +2,121 | New |
| Wealth Enhancement Advisory Services, LLC | 2,165 | $218.6K | 0.00% | −38−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 2,300 | $221.9K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,206 | $222.7K | 0.01% | +2,206 | New |
| Hancock Whitney Corp | 2,293 | $231.5K | 0.01% | +14+0.6% | Added |
| Metropolitan Life Insurance Co | 2,375 | $239.8K | 0.01% | 00.0% | Unchanged |
| Perpetual Ltd | 2,399 | $242.2K | 0.00% | +2,399 | New |
| Point72 Middle East FZE | 2,427 | $245.0K | 0.02% | +2,427 | New |
| Park Avenue Securities LLC | 2,451 | $247.0K | 0.00% | +128+5.5% | Added |
| Regions Financial Corp | 2,500 | $252.4K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 2,545 | $256.9K | 0.00% | −171−6.3% | Reduced |
| Vident Advisory, LLC | 2,549 | $257.3K | 0.01% | −1,192−31.9% | Reduced |
| Mackenzie Financial Corp | 2,559 | $258.4K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,607 | $263.0K | 0.01% | −99−3.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,621 | $264.6K | 0.10% | +2,621 | New |
| Quantinno Capital Management LP | 2,746 | $277.0K | 0.01% | +2+0.1% | Added |