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 2024
Institutional positions in EnerSys as of Dec 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
- 364
- +3 vs. Q3 2024
- Shares held
- 37.4M
- −125.2K (−0.3%) vs. Q3 2024
- Total value
- $3.46B
- −$370.8M (−9.7%) vs. Q3 2024
- New holders
- 46
- 124 more added
- Sold out
- 43
- 140 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding EnerSys; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $185 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $185 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 4 | $370 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $463 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 6 | $555 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $924 | 0.00% | +9+900.0% | Added |
| SJS Investment Consulting Inc. | 10 | $925 | 0.00% | −6−37.5% | Reduced |
| Larson Financial Group LLC | 10 | $933 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 13 | $1.20K | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 13 | $1.21K | 0.00% | +13 | New |
| Colonial Trust Co | 14 | $1.29K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 15 | $1.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $1.48K | 0.00% | −2−11.1% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 30 | $2.00K | 0.00% | +5+20.0% | Added |
| Geneos Wealth Management Inc. | 22 | $2.03K | 0.00% | −3−12.0% | Reduced |
| Carolinas Wealth Consulting LLC | 26 | $2.40K | 0.00% | −4−13.3% | Reduced |
| Truvestments Capital LLC | 27 | $2.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $2.60K | 0.00% | −17−39.5% | Reduced |
| Skopos Labs, Inc. | 29 | $2.68K | 0.00% | +29 | New |
| Rothschild Investment LLC | 30 | $2.77K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $2.77K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 30 | $2.77K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.96K | 0.00% | −645−95.3% | Reduced |
| SRS Capital Advisors, Inc. | 32 | $2.96K | 0.00% | −142−81.6% | Reduced |
| Rosenberg Matthew Hamilton | 36 | $3.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $3.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $3.98K | 0.00% | −7−14.0% | Reduced |
| Bruce G. Allen Investments, LLC | 45 | $4.16K | 0.00% | +7+18.4% | Added |
| First Pacific Financial | 46 | $4.25K | 0.00% | +46 | New |
| Key Financial Inc | 52 | $4.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $4.90K | 0.00% | −48−47.5% | Reduced |
| Legacy Investment Solutions, LLC | 50 | $4.99K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 50 | $4.99K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 58 | $5.36K | 0.00% | +58 | New |
| Cornerstone Planning Group LLC | 55 | $5.43K | 0.00% | −4−6.8% | Reduced |
| SBI Securities Co., Ltd. | 63 | $5.82K | 0.00% | +63 | New |
| Meeder Asset Management Inc | 64 | $5.92K | 0.00% | +64 | New |
| Capital Advisors, Ltd. LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 68 | $6.29K | 0.01% | +68 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74 | $6.96K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 76 | $7.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 78 | $7.21K | 0.00% | −14−15.2% | Reduced |
| Spire Wealth Management | 79 | $7.30K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $7.39K | 0.00% | −4−4.8% | Reduced |
| CIBC Private Wealth Group, LLC | 84 | $7.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 85 | $7.86K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 86 | $7.95K | 0.00% | +86 | New |
| Hantz Financial Services, Inc. | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 81 | $8.09K | 0.00% | −27−25.0% | Reduced |
| Fourth Dimension Wealth, LLC | 89 | $8.23K | 0.00% | +89 | New |
| Harbor Capital Advisors, Inc. | 99 | $9.00K | 0.00% | −2−2.0% | Reduced |
| Front Row Advisors LLC | 100 | $9.24K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 102 | $9.43K | 0.00% | +102 | New |
| Signaturefd, LLC | 103 | $9.52K | 0.00% | −7−6.4% | Reduced |
| MAI Capital Management | 105 | $9.71K | 0.00% | +105 | New |
| CoreCap Advisors, LLC | 107 | $9.89K | 0.00% | −29−21.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 108 | $10.0K | 0.01% | +6+5.9% | Added |
| Global X Japan Co., Ltd. | 112 | $10.4K | 0.00% | −40−26.3% | Reduced |
| Huntington National Bank | 125 | $11.6K | 0.00% | +40+47.1% | Added |
| Bessemer Group Inc | 130 | $12.0K | 0.00% | +47+56.6% | Added |
| Massmutual Trust Co FSB | 142 | $13.1K | 0.00% | +105+283.8% | Added |
| Umb Bank N A | 144 | $13.3K | 0.00% | −4−2.7% | Reduced |
| Private Trust Co NA | 144 | $13.3K | 0.00% | +17+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 145 | $13.4K | 0.00% | +13+9.8% | Added |
| Smartleaf Asset Management LLC | 146 | $13.6K | 0.00% | +38+35.2% | Added |
| Bryn Mawr Trust Co | 153 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $16.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 202 | $18.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 209 | $19.3K | 0.01% | +1+0.5% | Added |
| Leonteq Securities AG | 232 | $21.4K | 0.00% | −158−40.5% | Reduced |
| Trust Co of Vermont | 245 | $22.6K | 0.00% | −55−18.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 245 | $22.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 250 | $23.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 272 | $25.1K | 0.00% | +1+0.4% | Added |
| Fifth Third Bancorp | 292 | $27.0K | 0.00% | −65−18.2% | Reduced |
| Quarry LP | 337 | $31.1K | 0.01% | +204+153.4% | Added |
| GAMMA Investing LLC | 350 | $32.4K | 0.00% | −114−24.6% | Reduced |
| Principal Securities, Inc. | 366 | $33.8K | 0.00% | +15+4.3% | Added |
| Quadrant Capital Group LLC | 390 | $36.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 446 | $41.2K | 0.00% | +403+937.2% | Added |
| Canada Pension Plan Investment Board | 500 | $46.2K | 0.00% | +100+25.0% | Added |
| R Squared Ltd | 510 | $47.1K | 0.05% | +510 | New |
| First Horizon Advisors, Inc. | 550 | $50.8K | 0.00% | +103+23.0% | Added |
| Parallel Advisors, LLC | 627 | $58.0K | 0.00% | +351+127.2% | Added |
| Advisor Group Holdings, Inc. | 759 | $70.1K | 0.00% | +143+23.2% | Added |
| Covestor Ltd | 773 | $71.0K | 0.04% | +189+32.4% | Added |
| CWM, LLC | 861 | $80.0K | 0.00% | −618−41.8% | Reduced |
| Mendota Financial Group, LLC | 1,291 | $119.3K | 0.08% | −348−21.2% | Reduced |
| Parkside Financial Bank & Trust | 1,293 | $119.5K | 0.02% | +678+110.2% | Added |
| Arlington Trust Co LLC | 1,553 | $143.5K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,650 | $152.5K | 0.08% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 1,773 | $163.8K | 0.11% | 00.0% | Unchanged |
| STRS Ohio | 1,800 | $166.4K | 0.00% | −1,200−40.0% | Reduced |
| KBC Group NV | 1,863 | $172.0K | 0.00% | +727+64.0% | Added |
| Harvest Fund Management Co., Ltd | 1,865 | $172.0K | 0.01% | +1,865 | New |