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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Planning Capital Management Corp | 163 | $16.6K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 153 | $15.6K | 0.00% | +153 | New |
| Global X Japan Co., Ltd. | 152 | $15.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 148 | $15.1K | 0.00% | −206−58.2% | Reduced |
| CoreCap Advisors, LLC | 136 | $13.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 133 | $13.6K | 0.00% | −189−58.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 132 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 127 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 109 | $11.3K | 0.00% | +99+990.0% | Added |
| Signaturefd, LLC | 110 | $11.2K | 0.00% | +10+10.0% | Added |
| Proequities, Inc. | 108 | $11.0K | 0.00% | −40−27.0% | Reduced |
| Smartleaf Asset Management LLC | 108 | $11.0K | 0.00% | +37+52.1% | Added |
| IFP Advisors, Inc | 101 | $10.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 101 | $10.0K | 0.00% | +101 | New |
| Householder Group Estate & Retirement Specialist, LLC | 102 | $10.0K | 0.00% | +102 | New |
| Farther Finance Advisors, LLC | 92 | $9.39K | 0.00% | +4+4.5% | Added |
| Hantz Financial Services, Inc. | 89 | $9.00K | 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 |
| 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 |
| Spire Wealth Management | 79 | $8.06K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 83 | $8.00K | 0.00% | −23−21.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 76 | $7.76K | 0.00% | −11−12.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74 | $7.55K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 73 | $7.00K | 0.00% | +73 | New |
| Capital Advisors, Ltd. LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $5.88K | 0.00% | +4+7.3% | Added |
| Key Financial Inc | 52 | $5.31K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 52 | $5.31K | 0.00% | +52 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $5.10K | 0.00% | +7+16.3% | Added |
| Legacy Investment Solutions, LLC | 50 | $4.90K | 0.00% | +50 | New |
| Legacy Wealth Managment, LLC | 50 | $4.90K | 0.00% | +50 | New |
| Allworth Financial LP | 43 | $4.39K | 0.00% | −11−20.4% | Reduced |
| Headlands Technologies LLC | 43 | $4.39K | 0.00% | +43 | New |
| JFS Wealth Advisors, LLC | 40 | $4.08K | 0.00% | +1+2.6% | Added |
| Bruce G. Allen Investments, LLC | 38 | $3.88K | 0.00% | +6+18.8% | Added |
| Massmutual Trust Co FSB | 37 | $3.78K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 36 | $3.67K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Financial Corp | 27 | $2.75K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 27 | $2.75K | 0.00% | +27 | New |
| Geneos Wealth Management Inc. | 25 | $2.55K | 0.00% | +25 | New |
| Hemington Wealth Management | 25 | $2.00K | 0.00% | +25 | New |
| 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 |
| SJS Investment Consulting Inc. | 16 | $1.63K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13 | $1.33K | 0.00% | +13 | New |
| TD Waterhouse Canada Inc. | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.02K | 0.00% | +10 | New |
| Skandinaviska Enskilda Banken AB (publ) | 6 | $612 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $584 | 0.00% | −4−40.0% | Reduced |
| CVA Family Office, LLC | 5 | $510 | 0.00% | −5−50.0% | Reduced |
| Versant Capital Management, Inc | 4 | $408 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $306 | 0.00% | +3 | New |
| Bokf, NA | 2 | $197 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $102 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −65,336−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −64,314−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −58,953−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,919−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −29,247−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −17,011−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −15,206−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −11,284−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −10,626−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,975−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,903−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,285−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,264−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,954−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,148−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,577−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Ifrah Financial Services, Inc. | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |