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, Q2 2024
Institutional positions in EnerSys as of Jun 30, 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
- 363
- −6 vs. Q1 2024
- Shares held
- 37.8M
- −165.2K (−0.4%) vs. Q1 2024
- Total value
- $3.91B
- +$333.8M (+9.3%) vs. Q1 2024
- New holders
- 41
- 120 more added
- Sold out
- 47
- 139 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $104 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $207 | 0.00% | −200−99.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 3 | $283 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $414 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $414 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $518 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 6 | $621 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $945 | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $1.03K | 0.00% | +10 | New |
| Continuum Advisory, LLC | 10 | $1.03K | 0.00% | +10 | New |
| Larson Financial Group LLC | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.14K | 0.00% | +1+10.0% | Added |
| Sachetta, LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $1.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.55K | 0.00% | +10+200.0% | Added |
| SJS Investment Consulting Inc. | 16 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $1.97K | 0.00% | −6−24.0% | Reduced |
| First Financial Corp | 27 | $2.79K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 30 | $3.11K | 0.00% | −20−40.0% | Reduced |
| Carolinas Wealth Consulting LLC | 30 | $3.11K | 0.00% | −12−28.6% | Reduced |
| Anchor Investment Management, LLC | 30 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $3.31K | 0.00% | −16−33.3% | Reduced |
| Rosenberg Matthew Hamilton | 36 | $3.66K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $3.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $4.04K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $4.24K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $4.45K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 46 | $5.00K | 0.00% | +46 | New |
| Central Trust Co | 50 | $5.18K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 55 | $5.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $5.38K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $5.70K | 0.00% | +14+35.0% | Added |
| Ashton Thomas Private Wealth, LLC | 57 | $5.90K | 0.00% | +57 | New |
| Capital Advisors, Ltd. LLC | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 71 | $7.35K | 0.01% | +34+91.9% | Added |
| Smartleaf Asset Management LLC | 71 | $7.36K | 0.00% | +71 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74 | $7.66K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 78 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 79 | $8.18K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84 | $8.45K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 82 | $8.49K | 0.00% | +36+78.3% | Added |
| Lindbrook Capital, LLC | 85 | $8.80K | 0.00% | −18−17.5% | Reduced |
| Huntington National Bank | 85 | $8.80K | 0.00% | −334−79.7% | Reduced |
| Farther Finance Advisors, LLC | 88 | $8.95K | 0.00% | +82+1,366.7% | Added |
| Hantz Financial Services, Inc. | 89 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 87 | $9.01K | 0.00% | +72+480.0% | Added |
| Signaturefd, LLC | 100 | $10.4K | 0.00% | −13−11.5% | Reduced |
| Front Row Advisors LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 127 | $13.1K | 0.00% | −3−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 132 | $13.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 136 | $14.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 148 | $15.3K | 0.00% | −29−16.4% | Reduced |
| Global X Japan Co., Ltd. | 152 | $15.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 163 | $16.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $18.0K | 0.00% | +174 | New |
| Sandy Spring Bank | 175 | $18.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 195 | $20.2K | 0.00% | +195 | New |
| Raffa Wealth Management, LLC | 199 | $20.6K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 202 | $20.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 208 | $21.5K | 0.01% | +1+0.5% | Added |
| Leonteq Securities AG | 235 | $24.3K | 0.00% | +74+46.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 245 | $25.4K | 0.01% | +245 | New |
| Nomura Asset Management Co Ltd | 250 | $25.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 284 | $29.4K | 0.00% | +49+20.9% | Added |
| Trust Co of Vermont | 300 | $31.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 310 | $32.1K | 0.00% | +16+5.4% | Added |
| Quarry LP | 322 | $33.3K | 0.01% | −257−44.4% | Reduced |
| Umb Bank N A | 354 | $36.6K | 0.00% | +94+36.2% | Added |
| GAMMA Investing LLC | 382 | $39.5K | 0.01% | +224+141.8% | Added |
| Canada Pension Plan Investment Board | 400 | $41.4K | 0.00% | +400 | New |
| Brown Brothers Harriman & Co | 410 | $42.4K | 0.00% | −108−20.8% | Reduced |
| Exchange Traded Concepts, LLC | 416 | $43.1K | 0.00% | −118−22.1% | Reduced |
| Quadrant Capital Group LLC | 433 | $44.8K | 0.00% | +18+4.3% | Added |
| First Horizon Advisors, Inc. | 447 | $46.3K | 0.00% | −611−57.8% | Reduced |
| Principal Securities, Inc. | 467 | $48.3K | 0.00% | +3+0.6% | Added |
| Advisor Group Holdings, Inc. | 561 | $58.0K | 0.00% | −305−35.2% | Reduced |
| Penserra Capital Management LLC | 594 | $61.0K | 0.00% | −51−7.9% | Reduced |
| Covestor Ltd | 620 | $64.0K | 0.04% | +242+64.0% | Added |
| PEAK6 Investments LLC | 636 | $65.8K | 0.00% | −3,083−82.9% | Reduced |
| Mather Group, LLC. | 701 | $66.2K | 0.00% | +501+250.5% | Added |
| Parkside Financial Bank & Trust | 683 | $70.7K | 0.01% | +27+4.1% | Added |
| C M Bidwell & Associates Ltd | 792 | $82.0K | 0.05% | +792 | New |
| Kepos Capital LP | 870 | $90.0K | 0.03% | −192−18.1% | Reduced |
| CWM, LLC | 995 | $103.0K | 0.00% | +662+198.8% | Added |
| KBC Group NV | 1,136 | $118.0K | 0.00% | +252+28.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,204 | $124.7K | 0.03% | −2,765−69.7% | Reduced |
| Innealta Capital, LLC | 1,263 | $130.7K | 0.04% | +1,263 | New |
| Quest Partners LLC | 1,494 | $154.7K | 0.02% | −3,818−71.9% | Reduced |
| Arlington Trust Co LLC | 1,553 | $160.8K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,639 | $169.7K | 0.09% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,650 | $170.8K | 0.10% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 1,789 | $185.1K | 0.12% | −79−4.2% | Reduced |
| Natixis | 1,950 | $201.9K | 0.00% | −774−28.4% | Reduced |
| Ifrah Financial Services, Inc. | 1,982 | $205.2K | 0.06% | +1,982 | New |
| Legacy Capital Wealth Partners, LLC | 1,999 | $206.9K | 0.05% | +1,999 | New |