DaveManuel.com · Institutional Ownership · Who Owns It
ENERSYS (ENS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
556
Reporting holders
$8.6B
Reported value
101.8%
Of shares outstanding
0.4%
Calls
0.3%
Puts
+49
Holder change
Institutions report 36,709,699 shares against 36,065,224 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 5,223,912 | 0.02% | 8q | +2.9%+$34.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $548.6M | 2,346,138 | 0.02% | 2q | -1.2%-$6.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $385.4M | 1,648,383 | 0.01% | 2q | HELD |
| STATE STREET CORP | $354.5M | 1,514,758 | 0.01% | 31q | +3.0%+$10.2M |
| DIMENSIONAL FUND ADVISORS LP | $288.3M | 1,233,243 | 0.05% | 31q | -18.4%-$64.9M |
| Invesco Ltd. | $282.3M | 1,207,260 | 0.02% | 31q | +4.2%+$11.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $261.3M | 1,117,453 | 0.01% | 31q | +16.1%+$36.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $220.3M | 942,145 | 0.02% | 31q | +722.5%+$193.5M |
| EARNEST PARTNERS LLC | $209.7M | 896,981 | 0.76% | 31q | -5.1%-$11.4M |
| AQR CAPITAL MANAGEMENT LLC | $209.5M | 905,348 | 0.07% | 31q | +1.5%+$3.1M |
| FIRST TRUST ADVISORS LP | $193.4M | 827,150 | 0.11% | 31q | -6.8%-$14.1M |
| NEW SOUTH CAPITAL MANAGEMENT INC | $171.6M | 733,708 | 7.52% | 28q | -6.6%-$12.0M |
| LSV ASSET MANAGEMENT | $147.7M | 631,500 | 0.27% | 7q | -12.2%-$20.5M |
| FRANKLIN RESOURCES INC | $126.9M | 542,924 | 0.03% | 12q | -0.9%-$1.2M |
| PRINCIPAL FINANCIAL GROUP INC | $120.3M | 514,640 | 0.06% | 31q | -6.6%-$8.5M |
| NORTHERN TRUST CORP | $119.5M | 510,918 | 0.01% | 31q | +1.1%+$1.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $119.2M | 509,812 | 0.02% | 31q | -6.6%-$8.4M |
| NORGES BANK | $114.2M | 488,201 | 0.01% | 32q | -8.8%-$11.1M |
| Boston Partners | $104.0M | 449,930 | 0.09% | 31q | -12.0%-$14.1M |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $102.2M | 437,300 | 2.78% | 31q | -1.0%-$1.1M |
| AMERICAN CENTURY COMPANIES INC | $101.7M | 435,066 | 0.04% | 16q | +42.4%+$30.3M |
| UBS Group AG | $90.5M | 386,902 | 0.01% | 31q | -4.0%-$3.8M |
| Nuveen, LLC | $89.8M | 384,151 | 0.02% | 6q | +61.3%+$34.1M |
| BANK OF AMERICA CORP /DE/ | $84.7M | 362,239 | 0.01% | 31q | -21.2%-$22.7M |
| GOLDMAN SACHS GROUP INC | $84.1M | 359,481 | 0.01% | 31q | +6.1%+$4.8M |
| FMR LLC | $81.3M | 347,767 | 0.00% | 31q | +36.2%+$21.6M |
| JANE STREET GROUP, LLC | $80.5M incl. $12.5M options CALL+PUT | 290,958 | 0.01% | 23q | +134.4%+$46.2M |
| Fisher Asset Management, LLC | $70.8M | 302,855 | 0.02% | 15q | -5.4%-$4.1M |
| MORGAN STANLEY | $70.4M | 300,972 | 0.00% | 35q | -4.5%-$3.3M |
| Bank of New York Mellon Corp | $69.4M | 296,758 | 0.01% | 31q | -4.5%-$3.3M |
| T. Rowe Price Investment Management, Inc. | $68.9M | 294,787 | 0.05% | 2q | -46.3%-$59.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $67.2M | 287,470 | 0.03% | 5q | -16.7%-$13.5M |
| JPMORGAN CHASE & CO | $65.9M | 292,588 | 0.00% | 31q | -16.3%-$12.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $61.9M | 264,760 | 0.07% | 9q | -14.0%-$10.1M |
| VANGUARD FIDUCIARY TRUST CO | $61.4M | 262,517 | 0.01% | 2q | +9.4%+$5.3M |
| JUPITER ASSET MANAGEMENT LTD | $60.3M | 257,812 | 0.30% | 5q | +26.6%+$12.7M |
| MILLENNIUM MANAGEMENT LLC | $50.4M | 215,657 | 0.02% | 31q | +42.2%+$15.0M |
| Capital Research Global Investors | $48.1M | 205,531 | 0.01% | new | NEW |
| Hill City Capital, LP | $44.4M | 190,000 | 1.04% | 23q | HELD |
| KENNEDY CAPITAL MANAGEMENT LLC | $40.1M | 171,566 | 0.71% | 31q | -14.8%-$7.0M |
| ALGERT GLOBAL LLC | $40.0M | 171,129 | 0.47% | 6q | -24.0%-$12.7M |
| Allianz Asset Management GmbH | $37.9M | 162,075 | 0.03% | 40q | -47.9%-$34.8M |
| CITIGROUP INC | $37.8M | 161,597 | 0.01% | 31q | -4.4%-$1.7M |
| SEGALL BRYANT & HAMILL, LLC | $37.5M | 160,483 | 0.45% | 31q | -26.8%-$13.7M |
| ENVESTNET ASSET MANAGEMENT INC | $34.5M | 147,514 | 0.01% | 31q | -4.8%-$1.7M |
| WELLS FARGO & COMPANY/MN | $33.5M | 143,168 | 0.01% | 31q | +13.9%+$4.1M |
| RHUMBLINE ADVISERS | $27.8M | 119,013 | 0.02% | 31q | -2.4%-$670.8K |
| BNP PARIBAS FINANCIAL MARKETS | $27.8M | 118,821 | 0.01% | 31q | -3.6%-$1.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $26.2M | 116,894 | 0.02% | 8q | -21.6%-$7.2M |
| GLENMEDE TRUST CO NA | $24.6M | 105,027 | 0.11% | 29q | -19.5%-$6.0M |
| Qube Research & Technologies Ltd | $24.3M | 103,951 | 0.02% | 12q | -10.4%-$2.8M |
| RENAISSANCE TECHNOLOGIES LLC | $24.3M | 103,800 | 0.03% | 2q | +74.7%+$10.4M |
| SEI INVESTMENTS CO | $23.7M | 101,534 | 0.02% | 31q | +18.8%+$3.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $23.5M | 100,295 | 0.03% | 2q | +174.4%+$14.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $22.9M | 97,908 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $22.8M | 97,601 | 0.00% | 31q | -40.8%-$15.7M |
| Tributary Capital Management, LLC | $22.7M | 97,246 | 1.87% | 26q | -3.6%-$843.6K |
| Trexquant Investment LP | $22.5M | 96,426 | 0.13% | 3q | +6.2%+$1.3M |
| Jupiter Topco LLC | $22.2M | 95,092 | 0.01% | new | FIRST |
| California Public Employees Retirement System | $21.6M | 92,369 | 0.01% | 31q | +8.5%+$1.7M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $19.7M | 84,224 | 0.18% | 31q | -20.9%-$5.2M |
| Russell Investments Group, Ltd. | $19.3M | 82,593 | 0.02% | 31q | +16.9%+$2.8M |
| Squarepoint Ops LLC | $19.3M incl. $5.6M options CALL+PUT | 58,458 | 0.02% | 3q | +58.6%+$7.1M |
| Tidal Investments LLC | $19.0M | 81,387 | 0.03% | 23q | +18.4%+$3.0M |
| RIPOSTE CAPITAL LLC | $18.7M | 80,000 | 4.15% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.6M | 75,331 | 0.00% | 31q | -1.8%-$322.0K |
| MIROVA | $17.6M | 75,268 | 0.65% | 7q | +11.6%+$1.8M |
| Corient Private Wealth LP | $17.4M | 74,555 | 0.02% | 15q | +3.1%+$529.1K |
| Swiss National Bank | $17.3M | 74,000 | 0.01% | 31q | +1.2%+$210.4K |
| Carmel Capital Management L.L.C. | $17.2M | 73,760 | 3.78% | 19q | HELD |
| HSBC HOLDINGS PLC | $16.9M | 72,021 | 0.01% | 13q | +80.1%+$7.5M |
| Lightrock Netherlands B.V. | $16.8M | 166,406 | 3.32% | 7q | +7.6%+$1.2M |
| UniSuper Management Pty Ltd | $16.1M | 68,935 | 0.08% | 6q | +88.8%+$7.6M |
| BARCLAYS PLC | $15.9M | 68,157 | 0.00% | 31q | -49.4%-$15.5M |
| AMERIPRISE FINANCIAL INC | $15.6M | 66,901 | 0.00% | 31q | -9.8%-$1.7M |
| Hillsdale Investment Management Inc. | $15.5M | 66,221 | 0.35% | 13q | +2.0%+$304.0K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $15.4M | 65,868 | 0.05% | 28q | +1.2%+$181.4K |
| CITADEL ADVISORS LLC | $15.2M incl. $13.1M options CALL+PUT | 8,943 | 0.00% | 31q | -88.3%-$114.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14.5M | 61,987 | 0.02% | 6q | +13.7%+$1.8M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $14.3M | 61,158 | 0.03% | 31q | -16.4%-$2.8M |
| ALLIANCEBERNSTEIN L.P. | $13.1M | 75,487 | 0.00% | 31q | +4.1%+$517.9K |
| Amundi | $13.0M | 55,747 | 0.00% | 3q | +1.9%+$249.3K |
| Bridgewater Associates, LP | $13.0M | 55,597 | 0.05% | 4q | +188.2%+$8.5M |
| VICTORY CAPITAL MANAGEMENT INC | $12.9M | 55,353 | 0.01% | 31q | -15.1%-$2.3M |
| GLOBEFLEX CAPITAL L P | $12.7M | 54,162 | 1.62% | 13q | -4.5%-$595.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.5M incl. $9.0M options CALL+PUT | 14,866 | 0.00% | 31q | -63.7%-$21.8M |
| NEUBERGER BERMAN GROUP LLC | $12.4M | 53,243 | 0.01% | 6q | +558.6%+$10.6M |
| RAYMOND JAMES FINANCIAL INC | $12.4M | 53,026 | 0.00% | 7q | +29.8%+$2.8M |
| Dana Investment Advisors, Inc. | $12.4M | 52,953 | 0.32% | 15q | -1.6%-$204.8K |
| Legal & General Group Plc | $12.3M | 52,719 | 0.00% | 31q | -1.0%-$129.1K |
| Ceredex Value Advisors LLC | $12.2M | 52,375 | 0.34% | new | NEW |
| SEIZERT CAPITAL PARTNERS, LLC | $12.0M | 51,373 | 0.50% | 2q | +19.3%+$1.9M |
| DANSKE BANK A/S | $11.9M | 51,018 | 0.02% | 10q | -50.5%-$12.2M |
| ACADIAN ASSET MANAGEMENT LLC | $11.8M | 50,500 | 0.01% | new | NEW |
| DEUTSCHE BANK AG\ | $11.8M | 50,396 | 0.00% | 34q | -19.9%-$2.9M |
| Vest Financial, LLC | $11.5M | 48,974 | 0.12% | 6q | -17.1%-$2.4M |
| FEDERATED HERMES, INC. | $11.2M | 48,020 | 0.02% | 31q | -12.5%-$1.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $11.0M | 47,684 | 0.01% | 5q | -18.4%-$2.5M |
| Sterling Capital Management LLC | $10.6M | 45,408 | 0.18% | 12q | -9.1%-$1.1M |
| CANADA LIFE ASSURANCE Co | $10.6M | 45,339 | 0.02% | 27q | HELD |
Showing the largest 100 of 557 reported holders. The count of 556 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-27 | 2026-10-27 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 136 | $175.1M | 956,467 | 15 | 49 | 40 | 0.0% |
| Q2 2026 | 556 | $8.6B | 36,709,699 | 98 | 199 | 186 | 0.7% |
| Q1 2026 | 507 | $6.2B | 35,621,688 | 105 | 183 | 142 | 1.0% |
| Q4 2025 | 436 | $5.4B | 36,402,208 | 91 | 130 | 144 | 0.8% |
| Q3 2025 | 378 | $4.1B | 36,057,774 | 49 | 126 | 135 | 0.3% |
| Q2 2025 | 375 | $3.2B | 36,870,272 | 41 | 128 | 137 | 0.3% |
| Q1 2025 | 381 | $3.4B | 37,286,010 | 57 | 135 | 121 | 0.3% |
| Q4 2024 | 365 | $3.5B | 37,423,444 | 34 | 117 | 130 | 0.0% |
| Q3 2024 | 366 | $3.8B | 37,687,536 | 41 | 107 | 140 | 0.1% |
| Q2 2024 | 365 | $3.9B | 37,926,524 | 40 | 115 | 132 | 0.5% |
| Q1 2024 | 373 | $3.7B | 38,949,032 | 49 | 109 | 144 | 0.2% |
| Q4 2023 | 356 | $4.0B | 39,130,477 | 46 | 101 | 121 | 0.2% |
| Q3 2023 | 332 | $3.7B | 38,842,662 | 48 | 114 | 104 | 0.3% |
| Q2 2023 | 325 | $4.2B | 38,399,218 | 55 | 87 | 119 | 0.3% |
| Q1 2023 | 287 | $3.4B | 39,030,007 | 39 | 91 | 87 | 0.1% |
| Q4 2022 | 271 | $2.9B | 38,754,752 | 37 | 70 | 109 | 0.1% |
| Q3 2022 | 246 | $9.1B | 151,665,818 | 20 | 73 | 97 | 0.1% |
| Q2 2022 | 254 | $9.1B | 153,771,628 | 19 | 81 | 88 | 0.2% |
| Q1 2022 | 278 | $11.9B | 156,933,405 | 29 | 94 | 100 | 0.1% |
| Q4 2021 | 280 | $14.6B | 185,369,562 | 34 | 96 | 86 | 0.0% |
| Q3 2021 | 279 | $12.1B | 160,907,948 | 30 | 79 | 99 | 0.0% |
| Q2 2021 | 288 | $18.4B | 189,191,294 | 26 | 93 | 94 | 0.1% |
| Q1 2021 | 301 | $14.2B | 156,719,377 | 45 | 79 | 107 | 0.1% |
| Q4 2020 | 284 | $5.4B | 64,526,350 | 41 | 78 | 101 | 0.1% |
| Q3 2020 | 260 | $10.9B | 163,020,329 | 25 | 82 | 94 | 0.1% |
| Q2 2020 | 257 | $9.1B | 143,882,025 | 48 | 77 | 95 | 0.1% |
| Q1 2020 | 229 | $6.9B | 138,332,206 | 24 | 75 | 82 | 0.1% |
| Q4 2019 | 248 | $8.2B | 108,953,810 | 29 | 78 | 84 | 0.0% |
| Q3 2019 | 251 | $6.3B | 95,032,703 | 26 | 77 | 107 | 0.2% |
| Q2 2019 | 250 | $6.5B | 94,924,544 | 33 | 86 | 86 | 0.2% |
| Q1 2019 | 278 | $5.5B | 83,740,314 | 41 | 101 | 91 | 0.3% |
| Q4 2018 | 277 | $19.2B | 246,904,791 | 7 | 3 | 6 | 0.0% |