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 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 | 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 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 |
|---|---|---|---|---|---|
| Umb Bank N A | 249 | $25.1K | 0.00% | −371−59.8% | Reduced |
| Quarry LP | 241 | $24.3K | 0.01% | −21−8.0% | Reduced |
| Emerald Advisers, LLC | 202 | $20.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 192 | $19.4K | 0.00% | −8,191−97.7% | Reduced |
| Proequities, Inc. | 177 | $17.9K | 0.00% | −20−10.2% | Reduced |
| Sandy Spring Bank | 175 | $17.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 163 | $16.5K | 0.01% | +163 | New |
| GAMMA Investing LLC | 164 | $15.7K | 0.00% | +164 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 149 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 148 | $14.9K | 0.00% | +47+46.5% | Added |
| Global X Japan Co., Ltd. | 144 | $14.5K | 0.01% | +144 | New |
| Private Trust Co NA | 137 | $13.8K | 0.00% | −26−16.0% | Reduced |
| Hantz Financial Services, Inc. | 117 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $12.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 116 | $11.7K | 0.00% | +40+52.6% | Added |
| Bessemer Group Inc | 106 | $11.0K | 0.00% | +38+55.9% | Added |
| Signaturefd, LLC | 104 | $10.5K | 0.00% | −83−44.4% | Reduced |
| Front Row Advisors LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 87 | $8.78K | 0.01% | +87 | New |
| Lindbrook Capital, LLC | 85 | $8.58K | 0.00% | −1−1.2% | Reduced |
| Cohen & Steers, Inc. | 78 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74 | $7.06K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 67 | $6.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $5.25K | 0.00% | −52−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 52 | $5.25K | 0.00% | +52 | New |
| Spire Wealth Management | 51 | $4.98K | 0.00% | −2−3.8% | Reduced |
| Global Retirement Partners, LLC | 46 | $4.47K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $4.34K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $4.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $3.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 34 | $3.43K | 0.00% | +34 | New |
| Anchor Investment Management, LLC | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 27 | $2.73K | 0.00% | −79−74.5% | Reduced |
| TD Waterhouse Canada Inc. | 28 | $2.67K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $2.63K | 0.00% | +20+333.3% | Added |
| Glassman Wealth Services | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $2.52K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 15 | $1.51K | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 12 | $1.21K | 0.00% | −1−7.7% | Reduced |
| Sachetta, LLC | 11 | $1.11K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.01K | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Tradewinds Capital Management, LLC | 5 | $505 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 4 | $404 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −419,859−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −372,934−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −118,356−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −98,479−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −61,606−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −55,800−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −30,113−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −13,359−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −6,007−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,991−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −4,891−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −3,239−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −2,186−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,896−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Trellus Management Company, LLC | – | – | – | – | Not filed |
| Lewis Capital Management, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |