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 2024
Institutional positions in Enerpac Tool Group Corp 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
- 244
- +10 vs. Q3 2024
- Shares held
- 55.2M
- +831.0K (+1.5%) vs. Q3 2024
- Total value
- $2.27B
- −$9.31M (−0.4%) vs. Q3 2024
- New holders
- 52
- 73 more added
- Sold out
- 42
- 81 more reduced
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Enerpac Tool Group Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $206 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $329 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $452 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 17 | $699 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 19 | $781 | 0.00% | −5−20.8% | Reduced |
| MAI Capital Management | 21 | $863 | 0.00% | +21 | New |
| Aventura Private Wealth, LLC | 24 | $986 | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 24 | $987 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.03K | 0.00% | −1−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $1.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 40 | $1.64K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 44 | $1.81K | 0.00% | +44 | New |
| Principal Securities, Inc. | 50 | $2.06K | 0.00% | −18−26.5% | Reduced |
| Signaturefd, LLC | 52 | $2.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $2.26K | 0.00% | +5+10.0% | Added |
| Sterling Capital Management LLC | 56 | $2.30K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 58 | $2.38K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 73 | $3.00K | 0.00% | −8−9.9% | Reduced |
| Johnson Financial Group, Inc. | 69 | $3.12K | 0.00% | −5,212−98.7% | Reduced |
| C M Bidwell & Associates Ltd | 76 | $3.12K | 0.00% | +76 | New |
| Versant Capital Management, Inc | 107 | $4.40K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 109 | $4.48K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 123 | $5.05K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 130 | $5.34K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 132 | $5.43K | 0.00% | −8−5.7% | Reduced |
| Quarry LP | 177 | $7.27K | 0.00% | −653−78.7% | Reduced |
| Wolff Wiese Magana LLC | 183 | $7.52K | 0.00% | +183 | New |
| GWM Advisors LLC | 205 | $8.42K | 0.00% | +205 | New |
| Mechanics Financial Corp | 225 | $9.24K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 239 | $9.82K | 0.00% | −37−13.4% | Reduced |
| Nisa Investment Advisors, LLC | 241 | $9.90K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 240 | $9.93K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 347 | $14.3K | 0.00% | +15+4.5% | Added |
| Whittier Trust Co | 360 | $14.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 423 | $17.4K | 0.00% | +418+8,360.0% | Added |
| Public Employees Retirement System of Ohio | 436 | $17.9K | 0.00% | −40−8.4% | Reduced |
| Clearstead Advisors, LLC | 456 | $18.7K | 0.00% | +456 | New |
| Armstrong Advisory Group, Inc | 530 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 589 | $24.2K | 0.02% | +589 | New |
| Ronald Blue Trust, Inc. | 596 | $24.5K | 0.00% | +596 | New |
| Assetmark, Inc | 695 | $28.6K | 0.00% | +695 | New |
| Sittner & Nelson, LLC | 698 | $28.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 712 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 874 | $35.9K | 0.00% | +874 | New |
| Exchange Traded Concepts, LLC | 1,012 | $41.6K | 0.00% | +60+6.3% | Added |
| GAMMA Investing LLC | 1,171 | $48.1K | 0.00% | +171+17.1% | Added |
| Venturi Wealth Management, LLC | 1,234 | $50.7K | 0.00% | +1,234 | New |
| Tower Research Capital LLC (TRC) | 1,502 | $61.7K | 0.00% | −2,000−57.1% | Reduced |
| Quadrant Capital Group LLC | 1,522 | $62.5K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,034 | $83.6K | 0.01% | +139+7.3% | Added |
| CWM, LLC | 2,169 | $89.0K | 0.00% | +272+14.3% | Added |
| SG Americas Securities, LLC | 2,504 | $103.0K | 0.00% | −16,707−87.0% | Reduced |
| KBC Group NV | 2,561 | $105.0K | 0.00% | +1,225+91.7% | Added |
| Smartleaf Asset Management LLC | 2,749 | $113.8K | 0.01% | +2,385+655.2% | Added |
| CIBC Private Wealth Group, LLC | 2,905 | $119.7K | 0.00% | +418+16.8% | Added |
| Massmutual Trust Co FSB | 4,253 | $174.8K | 0.00% | −1,529−26.4% | Reduced |
| Pacer Advisors, Inc. | 4,593 | $188.7K | 0.00% | −529−10.3% | Reduced |
| State of Wyoming | 4,888 | $200.8K | 0.03% | +4,888 | New |
| Mechanics Bank Trust Department | 4,995 | $205.2K | 0.03% | −16−0.3% | Reduced |
| Gabelli Funds LLC | 5,000 | $205.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5,059 | $207.9K | 0.03% | −26,259−83.8% | Reduced |
| CIBC World Markets Corp | 5,088 | $209.1K | 0.00% | +5,088 | New |
| Omers Administration Corp | 5,100 | $209.6K | 0.00% | +5,100 | New |
| LPL Financial LLC | 5,264 | $216.3K | 0.00% | +5,264 | New |
| Cottonwood Capital Advisors, LLC | 5,360 | $220.2K | 0.16% | +5,360 | New |
| The PNC Financial Services Group, Inc. | 5,452 | $224.0K | 0.00% | +2,438+80.9% | Added |
| Twinbeech Capital LP | 5,457 | $224.2K | 0.00% | +5,457 | New |
| Marshall Wace, LLP | 5,622 | $231.0K | 0.00% | +5,622 | New |
| Ameritas Investment Partners, Inc. | 5,689 | $233.8K | 0.01% | +361+6.8% | Added |
| Wealthspire Advisors, LLC | 5,790 | $237.9K | 0.00% | +5,790 | New |
| Commerce Bank | 5,875 | $241.4K | 0.00% | +5,875 | New |
| Thoroughbred Financial Services, LLC | 5,921 | $243.0K | 0.01% | −971−14.1% | Reduced |
| Brown Advisory Inc | 5,921 | $243.3K | 0.00% | +5,921 | New |
| Chancellor Financial Group WB LP | 6,025 | $247.6K | 0.20% | +6,025 | New |
| Janney Montgomery Scott LLC | 6,134 | $252.0K | 0.00% | +6,134 | New |
| Atria Investments LLC | 6,352 | $261.0K | 0.00% | +6,352 | New |
| Wealth Enhancement Advisory Services, LLC | 6,405 | $263.2K | 0.00% | +787+14.0% | Added |
| MainStreet Investment Advisors LLC | 6,440 | $264.6K | 0.04% | −173−2.6% | Reduced |
| Two Sigma Securities, LLC | 6,577 | $270.2K | 0.05% | +6,577 | New |
| Keeley-Teton Advisors, LLC | 6,918 | $284.3K | 0.03% | −34,982−83.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,002 | $287.7K | 0.00% | +66+1.0% | Added |
| Gotham Asset Management, LLC | 7,010 | $288.0K | 0.00% | −7,194−50.6% | Reduced |
| HighTower Advisors, LLC | 7,506 | $308.4K | 0.00% | −21,095−73.8% | Reduced |
| Nebula Research & Development LLC | 7,824 | $321.5K | 0.04% | +2,035+35.2% | Added |
| CI Private Wealth, LLC | 7,831 | $321.8K | 0.00% | −118−1.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 7,978 | $327.8K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 8,100 | $332.8K | 0.00% | −600−6.9% | Reduced |
| Two Sigma Advisers, LP | 8,100 | $332.8K | 0.00% | +600+8.0% | Added |
| Mutual of America Capital Management LLC | 8,210 | $337.3K | 0.00% | +43+0.5% | Added |
| F/M Investments LLC | 8,286 | $340.5K | 0.01% | +8,286 | New |
| Pictet Asset Management Holding SA | 8,449 | $347.2K | 0.00% | +1,774+26.6% | Added |
| Public Employees Retirement Association of Colorado | 8,630 | $355.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 8,703 | $357.6K | 0.00% | −93,823−91.5% | Reduced |
| Captrust Financial Advisors | 8,835 | $363.0K | 0.00% | +964+12.2% | Added |
| HSBC Holdings PLC | 8,831 | $364.3K | 0.00% | −5,075−36.5% | Reduced |
| Howe & Rusling Inc | 9,011 | $370.3K | 0.03% | −1,519−14.4% | Reduced |
| Blair William & Co | 10,160 | $417.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 10,270 | $422.0K | 0.02% | −15−0.1% | Reduced |
| Moody National Bank Trust Division | 10,461 | $429.8K | 0.04% | −3,039−22.5% | Reduced |