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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 712 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 698 | $28.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 695 | $28.6K | 0.00% | +695 | New |
| Ronald Blue Trust, Inc. | 596 | $24.5K | 0.00% | +596 | New |
| Bank of Jackson Hole Trust | 589 | $24.2K | 0.02% | +589 | New |
| Armstrong Advisory Group, Inc | 530 | $21.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 456 | $18.7K | 0.00% | +456 | New |
| Public Employees Retirement System of Ohio | 436 | $17.9K | 0.00% | −40−8.4% | Reduced |
| Huntington National Bank | 423 | $17.4K | 0.00% | +418+8,360.0% | Added |
| Whittier Trust Co | 360 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 347 | $14.3K | 0.00% | +15+4.5% | Added |
| Coppell Advisory Solutions LLC | 240 | $9.93K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 241 | $9.90K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 239 | $9.82K | 0.00% | −37−13.4% | Reduced |
| Mechanics Financial Corp | 225 | $9.24K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 205 | $8.42K | 0.00% | +205 | New |
| Wolff Wiese Magana LLC | 183 | $7.52K | 0.00% | +183 | New |
| Quarry LP | 177 | $7.27K | 0.00% | −653−78.7% | Reduced |
| Advisor Group Holdings, Inc. | 132 | $5.43K | 0.00% | −8−5.7% | Reduced |
| Rogco, LP | 130 | $5.34K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 123 | $5.05K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 109 | $4.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 107 | $4.40K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 76 | $3.12K | 0.00% | +76 | New |
| Johnson Financial Group, Inc. | 69 | $3.12K | 0.00% | −5,212−98.7% | Reduced |
| Russell Investments Group, Ltd. | 73 | $3.00K | 0.00% | −8−9.9% | Reduced |
| Atlantic Private Wealth, LLC | 58 | $2.38K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 56 | $2.30K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $2.26K | 0.00% | +5+10.0% | Added |
| Signaturefd, LLC | 52 | $2.14K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 50 | $2.06K | 0.00% | −18−26.5% | Reduced |
| Geneos Wealth Management Inc. | 44 | $1.81K | 0.00% | +44 | New |
| EverSource Wealth Advisors, LLC | 40 | $1.64K | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 37 | $1.52K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.03K | 0.00% | −1−3.8% | Reduced |
| Bell Investment Advisors, Inc | 24 | $987 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 24 | $986 | 0.00% | +24 | New |
| MAI Capital Management | 21 | $863 | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 19 | $781 | 0.00% | −5−20.8% | Reduced |
| WPG Advisers, LLC | 17 | $699 | 0.00% | +17 | New |
| Parallel Advisors, LLC | 11 | $452 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $329 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $206 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −89,616−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −77,300−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −77,255−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −58,525−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,252−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −37,578−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −33,040−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,442−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,793−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −17,014−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,606−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −14,833−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,143−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,294−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,075−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −9,910−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,142−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −7,736−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,716−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,287−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,793−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −5,444−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,214−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,668−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,257−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,485−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |