Who owns Enphase Energy (ENPH)
Which tracked institutional funds hold ENPH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ENPH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
184 tracked funds added or opened ENPH while 99 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ENPH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ENPH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ENPH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 489 tracked filers holding ENPH, 257 increased or opened the position and 297 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ENPH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 46
- Driehaus Capital Management LLC$52M
- Palo Duro Investment Partners, LP$33M
- Capital World Investors$28M
- Zurich Insurance Group Ltd/FI$24M
- HITE Hedge Asset Management LLC$17M
- MARSHALL WACE, LLP$16M
Full exits 57
- Amundi$38M
- SG Americas Securities, LLC$35M
- Handelsbanken Fonder AB$31M
- Cartenna Capital, LP$30M
- Encompass Capital Advisors LLC$27M
- Contour Asset Management LLC$23M
Largest adds
- BlackRock, Inc.$617M
- JPMORGAN CHASE & CO$113M
- Slate Path Capital LP$93M
- GILDER GAGNON HOWE & CO LLC$90M
- VANGUARD PORTFOLIO MANAGEMENT LLC$81M
- FMR LLC$81M
Largest trims
- Alyeska Investment Group, L.P.$206M
- Holocene Advisors, LP$122M
- BAILLIE GIFFORD & CO$94M
- D. E. Shaw & Co., Inc.$55M
- CITADEL ADVISORS LLC$53M
- WELLINGTON MANAGEMENT GROUP LLP$44M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 23,451,983 | $1.2B | 21.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 9,066,675 | $446M | 8.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,730,831 | $282M | 5.2% | 2026-Q2 |
| STATE STREET CORP added | 4,746,613 | $234M | 4.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 4,655,692 | $229M | 4.2% | 2026-Q2 |
| Invesco Ltd. added | 3,661,439 | $180M | 3.3% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC added | 3,478,961 | $171M | 3.2% | 2026-Q2 |
| Slate Path Capital LP added | 2,587,170 | $127M | 2.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,416,246 | $117M | 2.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,408,561 | $119M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,388,154 | $118M | 2.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,282,785 | $112M | 2.1% | 2026-Q2 |
| Robeco Schweiz AG added | 2,061,745 | $102M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,950,258 | $96M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,671,593 | $82M | 1.5% | 2026-Q2 |
| FMR LLC added | 1,670,145 | $82M | 1.5% | 2026-Q2 |
| COATUE MANAGEMENT LLC trimmed | 1,556,941 | $77M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,523,456 | $75M | 1.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,482,409 | $73M | 1.4% | 2026-Q2 |
| NORGES BANK added | 1,459,614 | $72M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,443,322 | $71M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,420,553 | $70M | 1.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,400,216 | $69M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,200,655 | $59M | 1.1% | 2026-Q2 |
| Driehaus Capital Management LLC new | 1,059,929 | $52M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,011,804 | $50M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 891,976 | $44M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 827,949 | $41M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 794,629 | $39M | 0.7% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 775,522 | $38M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 738,334 | $36M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 704,923 | $35M | 0.6% | 2026-Q2 |
| Palo Duro Investment Partners, LP new | 663,389 | $33M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 661,058 | $33M | 0.6% | 2026-Q2 |
| Capital World Investors new | 562,557 | $28M | 0.5% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI new | 495,852 | $24M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 465,318 | $23M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 452,850 | $22M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 414,299 | $20M | 0.4% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 400,881 | $20M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 392,627 | $19M | 0.4% | 2026-Q2 |
| BOURGEON CAPITAL MANAGEMENT LLC added | 376,929 | $19M | 0.3% | 2026-Q2 |
| Swedbank AB added | 348,649 | $17M | 0.3% | 2026-Q2 |
| Pembroke Management, LTD added | 345,870 | $17M | 0.3% | 2026-Q2 |
| HITE Hedge Asset Management LLC new | 336,483 | $17M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 334,966 | $16M | 0.3% | 2026-Q2 |
| Freestone Grove Partners LP new | 334,620 | $16M | 0.3% | 2026-Q2 |
| DNB Asset Management AS trimmed | 328,914 | $16M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 313,745 | $15M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 308,325 | $15M | 0.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 307,233 | $15M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 298,235 | $15M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 296,400 | $15M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 283,117 | $14M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 281,375 | $14M | 0.3% | 2026-Q2 |
| WESTERLY CAPITAL MANAGEMENT, LLC trimmed | 275,000 | $14M | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC added | 272,009 | $13M | 0.2% | 2026-Q2 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed | 269,721 | $13M | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 269,305 | $13M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 262,681 | $13M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 257,800 | $13M | 0.2% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 257,540 | $13M | 0.2% | 2026-Q2 |
| Lombard Odier Asset Management (Europe) Ltd trimmed | 233,788 | $12M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 230,998 | $11M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 223,280 | $11M | 0.2% | 2026-Q2 |
| SIR Capital Management, L.P. added | 220,508 | $11M | 0.2% | 2026-Q2 |
| ARDSLEY ADVISORY PARTNERS LP added | 220,000 | $11M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 218,021 | $11M | 0.2% | 2026-Q2 |
| Kimelman & Baird, LLC added | 204,838 | $10M | 0.2% | 2026-Q2 |
| Erste Asset Management GmbH trimmed | 204,571 | $10M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 199,301 | $10M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 199,147 | $10M | 0.2% | 2026-Q2 |
| Graham Capital Management, L.P. added | 199,018 | $10M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 196,445 | $10M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 191,747 | $9M | 0.2% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 183,226 | $9M | 0.2% | 2026-Q2 |
| Mediolanum International Funds Ltd trimmed | 183,194 | $9M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 181,227 | $9M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 180,536 | $9M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 176,080 | $9M | 0.2% | 2026-Q2 |
| Man Group plc added | 170,337 | $8M | 0.2% | 2026-Q2 |
| Raiffeisen Bank International AG added | 167,098 | $8M | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 156,369 | $8M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 154,944 | $8M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 149,658 | $7M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 149,070 | $7M | 0.1% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 148,276 | $7M | 0.1% | 2026-Q2 |
| Marex Group Ltd trimmed | 143,979 | $7M | 0.1% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac added | 137,952 | $6M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 137,765 | $7M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 137,420 | $7M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 134,536 | $7M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 127,896 | $6M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 126,287 | $6M | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 125,790 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 125,565 | $6M | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 123,543 | $6M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 119,015 | $6M | 0.1% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC new | 118,842 | $6M | 0.1% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 117,319 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.