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 2024
Institutional positions in EnerSys as of Sep 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
- 365
- +4 vs. Q2 2024
- Shares held
- 37.5M
- +5.02M (+15.4%) vs. Q2 2024
- Total value
- $3.83B
- +$464.0M (+13.8%) vs. Q2 2024
- New holders
- 46
- 111 more added
- Sold out
- 42
- 140 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1 | $102 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $197 | 0.00% | +2 | New |
| Claris Advisors, LLC | 3 | $306 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $408 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $510 | 0.00% | −5−50.0% | Reduced |
| Continuum Advisory, LLC | 6 | $584 | 0.00% | −4−40.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6 | $612 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.02K | 0.00% | +10 | New |
| Larson Financial Group LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13 | $1.33K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.63K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.84K | 0.00% | −1−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $1.84K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 25 | $2.00K | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 25 | $2.55K | 0.00% | +25 | New |
| First Financial Corp | 27 | $2.75K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 27 | $2.75K | 0.00% | +27 | New |
| Anchor Investment Management, LLC | 30 | $3.06K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30 | $3.06K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 30 | $3.06K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $3.06K | 0.00% | +15+100.0% | Added |
| Rosenberg Matthew Hamilton | 36 | $3.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $3.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $3.88K | 0.00% | +6+18.8% | Added |
| JFS Wealth Advisors, LLC | 40 | $4.08K | 0.00% | +1+2.6% | Added |
| Headlands Technologies LLC | 43 | $4.39K | 0.00% | +43 | New |
| Allworth Financial LP | 43 | $4.39K | 0.00% | −11−20.4% | Reduced |
| Legacy Investment Solutions, LLC | 50 | $4.90K | 0.00% | +50 | New |
| Legacy Wealth Managment, LLC | 50 | $4.90K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $5.10K | 0.00% | +7+16.3% | Added |
| Key Financial Inc | 52 | $5.31K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 52 | $5.31K | 0.00% | +52 | New |
| Cornerstone Planning Group LLC | 59 | $5.88K | 0.00% | +4+7.3% | Added |
| Capital Advisors, Ltd. LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 73 | $7.00K | 0.00% | +73 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74 | $7.55K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 76 | $7.76K | 0.00% | −11−12.6% | Reduced |
| Bessemer Group Inc | 83 | $8.00K | 0.00% | −23−21.7% | Reduced |
| Spire Wealth Management | 79 | $8.06K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 84 | $8.57K | 0.00% | +2+2.4% | Added |
| CIBC Private Wealth Group, LLC | 84 | $8.57K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 85 | $8.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 85 | $8.67K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 89 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $9.39K | 0.00% | +4+4.5% | Added |
| Harbor Capital Advisors, Inc. | 101 | $10.0K | 0.00% | +101 | New |
| Householder Group Estate & Retirement Specialist, LLC | 102 | $10.0K | 0.00% | +102 | New |
| Front Row Advisors LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 101 | $10.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 108 | $11.0K | 0.00% | +37+52.1% | Added |
| Proequities, Inc. | 108 | $11.0K | 0.00% | −40−27.0% | Reduced |
| Signaturefd, LLC | 110 | $11.2K | 0.00% | +10+10.0% | Added |
| Ronald Blue Trust, Inc. | 109 | $11.3K | 0.00% | +99+990.0% | Added |
| Private Trust Co NA | 127 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 132 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 133 | $13.6K | 0.00% | −189−58.7% | Reduced |
| CoreCap Advisors, LLC | 136 | $13.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 148 | $15.1K | 0.00% | −206−58.2% | Reduced |
| Global X Japan Co., Ltd. | 152 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 153 | $15.6K | 0.00% | +153 | New |
| Planning Capital Management Corp | 163 | $16.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $17.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $17.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $20.4K | 0.00% | −501−71.5% | Reduced |
| Emerald Advisers, LLC | 202 | $20.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 208 | $21.3K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 245 | $25.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 250 | $25.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 271 | $27.5K | 0.00% | +76+39.0% | Added |
| Parallel Advisors, LLC | 276 | $28.2K | 0.00% | −8−2.8% | Reduced |
| Trust Co of Vermont | 300 | $30.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 351 | $35.8K | 0.00% | −116−24.8% | Reduced |
| Fifth Third Bancorp | 357 | $36.4K | 0.00% | +47+15.2% | Added |
| Quadrant Capital Group LLC | 390 | $39.8K | 0.00% | −43−9.9% | Reduced |
| Leonteq Securities AG | 390 | $39.8K | 0.00% | +155+66.0% | Added |
| Canada Pension Plan Investment Board | 400 | $40.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $40.8K | 0.01% | +400 | New |
| First Horizon Advisors, Inc. | 447 | $45.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 456 | $46.5K | 0.00% | −1,038−69.5% | Reduced |
| GAMMA Investing LLC | 464 | $47.4K | 0.00% | +82+21.5% | Added |
| Covestor Ltd | 584 | $60.0K | 0.04% | −36−5.8% | Reduced |
| Parkside Financial Bank & Trust | 615 | $62.8K | 0.01% | −68−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 616 | $62.9K | 0.00% | +55+9.8% | Added |
| C M Bidwell & Associates Ltd | 677 | $69.1K | 0.04% | −115−14.5% | Reduced |
| Kepos Capital LP | 857 | $87.0K | 0.04% | −13−1.5% | Reduced |
| Millburn Ridgefield Corp | 864 | $88.2K | 0.00% | +864 | New |
| Tower Research Capital LLC (TRC) | 906 | $92.5K | 0.00% | −8,531−90.4% | Reduced |
| KBC Group NV | 1,136 | $116.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,223 | $124.8K | 0.00% | +1,223 | New |
| CWM, LLC | 1,479 | $151.0K | 0.00% | +484+48.6% | Added |
| Arlington Trust Co LLC | 1,553 | $158.5K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,639 | $167.3K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,650 | $168.4K | 0.09% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,731 | $176.6K | 0.00% | −18,484−91.4% | Reduced |
| Palouse Capital Management, Inc. | 1,773 | $180.9K | 0.11% | −16−0.9% | Reduced |
| nVerses Capital, LLC | 1,800 | $183.7K | 0.08% | +1,800 | New |