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 2024
Institutional positions in EnerSys as of Mar 31, 2024. 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
- 371
- +17 vs. Q4 2023
- Shares held
- 38.0M
- −364.0K (−0.9%) vs. Q4 2023
- Total value
- $3.58B
- −$291.0M (−7.5%) vs. Q4 2023
- New holders
- 50
- 116 more added
- Sold out
- 33
- 152 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 3 | $271 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 3 | $284 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $378 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $378 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $472 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $558 | 0.00% | −9−60.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6 | $567 | 0.00% | −1,200−99.5% | Reduced |
| First Command Advisory Services, Inc. | 6 | $567 | 0.00% | +6 | New |
| Montag A & Associates Inc | 9 | $895 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $945 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $945 | 0.00% | +10 | New |
| RFP Financial Group LLC | 11 | $1.04K | 0.00% | +11 | New |
| TD Waterhouse Canada Inc. | 12 | $1.09K | 0.00% | −16−57.1% | Reduced |
| Sachetta, LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $1.23K | 0.00% | +13 | New |
| Geneos Wealth Management Inc. | 14 | $1.32K | 0.00% | +14 | New |
| Northwestern Mutual Wealth Management Co | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $2.36K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 27 | $2.55K | 0.00% | +27 | New |
| Anchor Investment Management, LLC | 30 | $2.83K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $3.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $3.50K | 0.00% | +2+5.7% | Added |
| Frazier Financial Advisors, LLC | 37 | $3.50K | 0.00% | −15−28.8% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $3.68K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $3.78K | 0.00% | +14+53.8% | Added |
| Creative Financial Designs Inc | 41 | $3.87K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 42 | $3.97K | 0.00% | +7+20.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $4.06K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $4.53K | 0.00% | −39−44.8% | Reduced |
| WealthCollab, LLC | 50 | $4.72K | 0.00% | +50 | New |
| Key Financial Inc | 52 | $4.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 55 | $5.13K | 0.00% | +55 | New |
| Capital Advisors, Ltd. LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 67 | $6.33K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74 | $6.99K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 79 | $7.46K | 0.00% | +28+54.9% | Added |
| CIBC Private Wealth Group, LLC | 84 | $7.81K | 0.00% | +84 | New |
| Hantz Financial Services, Inc. | 89 | $8.00K | 0.00% | −28−23.9% | Reduced |
| Front Row Advisors LLC | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $9.54K | 0.00% | −47−31.8% | Reduced |
| Lindbrook Capital, LLC | 103 | $9.73K | 0.00% | +18+21.2% | Added |
| Bessemer Group Inc | 106 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 113 | $10.7K | 0.00% | +9+8.7% | Added |
| Private Trust Co NA | 130 | $12.3K | 0.00% | −7−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 132 | $12.5K | 0.00% | −128−49.2% | Reduced |
| CoreCap Advisors, LLC | 136 | $12.9K | 0.00% | +136 | New |
| Global X Japan Co., Ltd. | 152 | $14.4K | 0.00% | +8+5.6% | Added |
| GAMMA Investing LLC | 158 | $14.9K | 0.00% | −6−3.7% | Reduced |
| Leonteq Securities AG | 161 | $15.2K | 0.00% | +45+38.8% | Added |
| Planning Capital Management Corp | 163 | $15.4K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $16.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 177 | $16.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $18.0K | 0.01% | +200 | New |
| Raffa Wealth Management, LLC | 199 | $18.8K | 0.01% | +199 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 202 | $19.1K | 0.00% | +202 | New |
| Emerald Advisers, LLC | 202 | $19.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $19.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 207 | $19.6K | 0.01% | +207 | New |
| Mather Group, LLC. | 200 | $20.2K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 235 | $22.2K | 0.00% | −17−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 242 | $22.9K | 0.00% | +50+26.0% | Added |
| Nomura Asset Management Co Ltd | 250 | $23.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 260 | $24.0K | 0.00% | −7−2.6% | Reduced |
| Umb Bank N A | 260 | $24.6K | 0.00% | +11+4.4% | Added |
| Fifth Third Bancorp | 294 | $27.8K | 0.00% | +44+17.6% | Added |
| Trust Co of Vermont | 300 | $28.3K | 0.00% | +300 | New |
| CWM, LLC | 333 | $31.0K | 0.00% | −6−1.8% | Reduced |
| Covestor Ltd | 378 | $36.0K | 0.02% | +264+231.6% | Added |
| Quadrant Capital Group LLC | 415 | $39.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 419 | $39.6K | 0.00% | +54+14.8% | Added |
| Principal Securities, Inc. | 464 | $43.8K | 0.00% | −56−10.8% | Reduced |
| Brown Brothers Harriman & Co | 518 | $48.9K | 0.00% | +518 | New |
| Exchange Traded Concepts, LLC | 534 | $50.4K | 0.00% | +20+3.9% | Added |
| Quarry LP | 579 | $54.7K | 0.02% | +338+140.2% | Added |
| Penserra Capital Management LLC | 645 | $60.0K | 0.00% | +144+28.7% | Added |
| Parkside Financial Bank & Trust | 656 | $62.0K | 0.01% | +169+34.7% | Added |
| Advisor Group Holdings, Inc. | 866 | $81.8K | 0.00% | −19,062−95.7% | Reduced |
| KBC Group NV | 884 | $84.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 989 | $93.4K | 0.00% | −7,714−88.6% | Reduced |
| First Horizon Advisors, Inc. | 1,058 | $99.9K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 1,062 | $100.0K | 0.03% | +93+9.6% | Added |
| Arlington Trust Co LLC | 1,553 | $146.7K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,639 | $154.8K | 0.09% | +65+4.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,650 | $155.9K | 0.09% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 1,868 | $176.4K | 0.12% | +1,868 | New |
| SG Americas Securities, LLC | 1,997 | $189.0K | 0.00% | −19,105−90.5% | Reduced |
| Point72 Asset Management, L.P. | 2,100 | $198.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,143 | $202.4K | 0.01% | −232−9.8% | Reduced |
| Hancock Whitney Corp | 2,192 | $207.1K | 0.01% | −101−4.4% | Reduced |
| Profund Advisors LLC | 2,246 | $212.2K | 0.01% | +40+1.8% | Added |
| Perpetual Ltd | 2,250 | $212.5K | 0.00% | −149−6.2% | Reduced |
| Los Angeles Capital Management LLC | 2,284 | $215.7K | 0.00% | −13,659−85.7% | Reduced |
| Vident Advisory, LLC | 2,348 | $221.8K | 0.00% | −201−7.9% | Reduced |