Enerpac Tool Group Corp
EPAC- Exchange
- NYSE
- Industry
- Misc Industrial & Commercial Machinery & Equipment
- SEC CIK
- 0000006955
In the last 90 days, Enerpac Tool Group Corp insiders filed 0 open-market purchases and 2 sales; 277 institutions reported holding it in 13F filings for Q2 2026, worth $1.83B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Enerpac Tool Group Corp as of Dec 31, 2023. 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
- 194
- +17 vs. Q3 2023
- Shares held
- 52.8M
- −774.6K (−1.4%) vs. Q3 2023
- Total value
- $1.64B
- +$224.4M (+15.8%) vs. Q3 2023
- New holders
- 33
- 62 more added
- Sold out
- 16
- 67 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPAC 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 | 277 | $1.83B |
| Q1 2026 | 256 | $1.88B |
| Q4 2025 | 255 | $2.00B |
| Q3 2025 | 244 | $2.18B |
| Q2 2025 | 265 | $2.21B |
| Q1 2025 | 257 | $2.51B |
| Q4 2024 | 244 | $2.27B |
| Q3 2024 | 234 | $2.28B |
| Q2 2024 | 219 | $2.08B |
| Q1 2024 | 212 | $1.89B |
| Q4 2023 | 194 | $1.64B |
| Q3 2023 | 178 | $1.42B |
| Q2 2023 | 182 | $1.48B |
| Q1 2023 | 180 | $1.44B |
| Q4 2022 | 194 | $1.42B |
| Q3 2022 | 173 | $1.00B |
| Q2 2022 | 149 | $1.13B |
| Q1 2022 | 147 | $1.34B |
| Q4 2021 | 146 | $1.20B |
| Q3 2021 | 150 | $1.24B |
| Q2 2021 | 143 | $1.62B |
| Q1 2021 | 142 | $1.59B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Enerpac Tool Group Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $405 | 0.00% | +2+18.2% | Added |
| Farther Finance Advisors, LLC | 16 | $497 | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 24 | $747 | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 27 | $839 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 31 | $964 | 0.00% | −208−87.0% | Reduced |
| Lazard Asset Management LLC | 60 | $1.00K | 0.00% | +60 | New |
| Ronald Blue Trust, Inc. | 49 | $1.00K | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 40 | $1.24K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 47 | $1.46K | 0.00% | +47 | New |
| Nisa Investment Advisors, LLC | 51 | $1.59K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 52 | $1.62K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 58 | $1.80K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 125 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 84 | $2.61K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 86 | $2.67K | 0.00% | −58−40.3% | Reduced |
| Versant Capital Management, Inc | 107 | $3.33K | 0.00% | −347−76.4% | Reduced |
| Laurel Wealth Advisors LLC | 109 | $3.39K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 125 | $3.89K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 240 | $7.46K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 258 | $8.02K | 0.00% | +16+6.6% | Added |
| Whittier Trust Co | 360 | $11.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 493 | $15.4K | 0.00% | +493 | New |
| Rogco, LP | 506 | $15.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 530 | $16.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 560 | $17.4K | 0.00% | +6+1.1% | Added |
| Sittner & Nelson, LLC | 698 | $21.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 737 | $22.9K | 0.00% | +737 | New |
| Allworth Financial LP | 742 | $23.1K | 0.00% | −1−0.1% | Reduced |
| CWM, LLC | 1,195 | $37.0K | 0.00% | −72−5.7% | Reduced |
| West Tower Group, LLC | 1,497 | $46.5K | 0.09% | +1,497 | New |
| US Bancorp | 1,533 | $47.7K | 0.00% | +1,156+306.6% | Added |
| Quadrant Capital Group LLC | 1,541 | $47.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,885 | $59.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,169 | $98.5K | 0.00% | −25−0.8% | Reduced |
| Metropolitan Life Insurance Co | 3,201 | $99.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,968 | $123.4K | 0.03% | +3,968 | New |
| Aquatic Capital Management LLC | 4,600 | $143.0K | 0.00% | +2,300+100.0% | Added |
| Ameritas Investment Partners, Inc. | 5,712 | $177.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 6,909 | $199.5K | 0.00% | −271−3.8% | Reduced |
| Massmutual Trust Co FSB | 6,784 | $210.9K | 0.01% | −108−1.6% | Reduced |
| Guggenheim Capital LLC | 6,859 | $213.2K | 0.00% | +6,859 | New |
| Skandinaviska Enskilda Banken AB (publ) | 6,900 | $214.5K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,942 | $215.8K | 0.01% | +6,942 | New |
| Fox Run Management, L.L.C. | 7,488 | $232.8K | 0.06% | +7,488 | New |
| Voloridge Investment Management, LLC | 7,489 | $232.8K | 0.00% | +7,489 | New |
| Graham Capital Management, L.P. | 7,652 | $237.9K | 0.01% | +7,652 | New |
| Thoroughbred Financial Services, LLC | 7,900 | $245.0K | 0.02% | −1,458−15.6% | Reduced |
| Premier Fund Managers Ltd | 7,819 | $248.0K | 0.01% | +7,819 | New |
| MainStreet Investment Advisors LLC | 8,208 | $255.2K | 0.03% | +277+3.5% | Added |
| CI Private Wealth, LLC | 8,452 | $262.8K | 0.00% | +8,452 | New |
| HSBC Holdings PLC | 9,126 | $285.6K | 0.00% | +9,126 | New |
| Mutual of America Capital Management LLC | 9,511 | $295.7K | 0.00% | −322−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 9,911 | $308.0K | 0.00% | −2,666−21.2% | Reduced |
| ProShare Advisors LLC | 10,249 | $318.6K | 0.00% | +1,670+19.5% | Added |
| Marshall Wace, LLP | 10,350 | $321.8K | 0.00% | +10,350 | New |
| Verition Fund Management LLC | 10,442 | $324.6K | 0.00% | +10,442 | New |
| Blair William & Co | 10,160 | $329.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,293 | $351.0K | 0.02% | −3,576−24.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,727 | $364.6K | 0.00% | −25,781−68.7% | Reduced |
| Toroso Investments, LLC | 11,955 | $371.7K | 0.01% | +3,066+34.5% | Added |
| Howe & Rusling Inc | 12,035 | $374.2K | 0.04% | −2,210−15.5% | Reduced |
| Semanteon Capital Management, LP | 12,116 | $376.7K | 0.25% | +12,116 | New |
| Quest Partners LLC | 12,156 | $377.9K | 0.08% | +12,156 | New |
| Handelsbanken Fonder AB | 12,574 | $391.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 12,843 | $399.3K | 0.02% | +12,843 | New |
| Resources Investment Advisors, LLC. | 12,846 | $399.4K | 0.01% | −421−3.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,079 | $406.6K | 0.00% | +2,491+23.5% | Added |
| Moody National Bank Trust Division | 13,467 | $418.7K | 0.03% | +437+3.4% | Added |
| Pacific Ridge Capital Partners, LLC | 13,502 | $419.8K | 0.09% | −12,008−47.1% | Reduced |
| Investors Research Corp | 14,200 | $441.5K | 0.11% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,683 | $487.6K | 0.00% | −292−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 15,880 | $493.7K | 0.01% | −800−4.8% | Reduced |
| Keybank National Association | 16,014 | $497.9K | 0.00% | +1,029+6.9% | Added |
| State Board of Administration of Florida Retirement System | 16,402 | $509.9K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 15,725 | $510.3K | 0.00% | +260+1.7% | Added |
| Royal Bank of Canada | 17,127 | $533.0K | 0.00% | +10,048+141.9% | Added |
| Engineers Gate Manager LP | 17,175 | $534.0K | 0.02% | +2,539+17.3% | Added |
| Wells Fargo & Company | 17,264 | $536.7K | 0.00% | +2,781+19.2% | Added |
| Teachers Retirement System of the State of Kentucky | 17,802 | $554.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,761 | $583.3K | 0.01% | +9,921+112.2% | Added |
| Quadrature Capital Ltd | 19,202 | $596.8K | 0.01% | +19,202 | New |
| Maryland State Retirement & Pension System | 19,750 | $614.0K | 0.01% | −915−4.4% | Reduced |
| Everence Capital Management Inc | 19,940 | $620.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 20,000 | $621.8K | 0.02% | +20,000 | New |
| Martingale Asset Management L P | 20,500 | $637.3K | 0.01% | +20,500 | New |
| Edgestream Partners, L.P. | 20,751 | $645.1K | 0.05% | +20,751 | New |
| FMR LLC | 21,929 | $681.8K | 0.00% | +20,488+1,421.8% | Added |
| Amalgamated Bank | 22,982 | $715.0K | 0.01% | −2,074−8.3% | Reduced |
| New York State Common Retirement Fund | 23,000 | $715.1K | 0.00% | −531−2.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 23,176 | $720.5K | 0.01% | +23,176 | New |
| Victory Capital Management Inc | 23,798 | $739.9K | 0.00% | −4,044−14.5% | Reduced |
| PDT Partners, LLC | 23,827 | $740.8K | 0.08% | +15,257+178.0% | Added |
| Russell Investments Group, Ltd. | 24,555 | $763.4K | 0.00% | +4,559+22.8% | Added |
| State of Wisconsin Investment Board | 24,621 | $765.5K | 0.00% | +1,880+8.3% | Added |
| Comerica Bank | 25,107 | $780.6K | 0.00% | −800−3.1% | Reduced |
| Chesapeake Capital Corp | 25,400 | $789.7K | 0.58% | +25,400 | New |
| Manufacturers Life Insurance Company, The | 25,462 | $791.6K | 0.00% | −1,685−6.2% | Reduced |
| Los Angeles Capital Management LLC | 25,816 | $802.6K | 0.00% | +7,431+40.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,913 | $805.6K | 0.00% | 00.0% | Unchanged |