Who owns EnerSys (ENS)
Which tracked institutional funds hold ENS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ENS 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
The tracked-fund tape on ENS is one-sided between 2026-Q1 and 2026-Q2: 247 added or opened and 70 trimmed or exited — on balance accumulating.
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
ENS’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 ENS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ENS 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 510 tracked filers holding ENS, 290 increased or opened the position and 263 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 ENS 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 31
- Capital Research Global Investors$48M
- WELLINGTON MANAGEMENT GROUP LLP$23M
- Jupiter Topco LLC$22M
- RIPOSTE CAPITAL LLC$19M
- Ceredex Value Advisors LLC$12M
- Moody Aldrich Partners LLC$6M
Full exits 52
- LSV ASSET MANAGEMENT$125M
- T. Rowe Price Investment Management, Inc.$95M
- Energy Income Partners, LLC$14M
- JANUS HENDERSON GROUP PLC$14M
- CSM Advisors, LLC$11M
- SG Americas Securities, LLC$10M
Largest adds
- BlackRock, Inc.$482M
- PRICE T ROWE ASSOCIATES INC /MD/$200M
- VANGUARD PORTFOLIO MANAGEMENT LLC$136M
- STATE STREET CORP$99M
- VANGUARD CAPITAL MANAGEMENT LLC$98M
- Invesco Ltd.$96M
Largest trims
- TUDOR INVESTMENT CORP ET AL$12M
- Focus Partners Wealth$8M
- BARCLAYS PLC$7M
- CITADEL ADVISORS LLC$7M
- LAZARD ASSET MANAGEMENT LLC$7M
- DANSKE BANK A/S$6M
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 | 5,223,912 | $1.2B | 16.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,346,138 | $549M | 7.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,648,383 | $385M | 5.1% | 2026-Q2 |
| STATE STREET CORP added | 1,514,758 | $355M | 4.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,233,243 | $288M | 3.8% | 2026-Q2 |
| Invesco Ltd. added | 1,207,260 | $282M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,117,453 | $261M | 3.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 942,145 | $220M | 2.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 905,348 | $209M | 2.8% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 896,981 | $210M | 2.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 827,150 | $193M | 2.5% | 2026-Q2 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 733,708 | $172M | 2.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 542,924 | $127M | 1.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 514,640 | $120M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 510,918 | $119M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 509,812 | $119M | 1.6% | 2026-Q2 |
| NORGES BANK trimmed | 488,201 | $114M | 1.5% | 2026-Q2 |
| Boston Partners trimmed | 449,930 | $104M | 1.4% | 2026-Q2 |
| PARADIGM CAPITAL MANAGEMENT INC/NY trimmed | 437,300 | $102M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 435,066 | $102M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 386,902 | $90M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 384,151 | $90M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 362,239 | $85M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 359,481 | $84M | 1.1% | 2026-Q2 |
| FMR LLC added | 347,767 | $81M | 1.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 302,855 | $71M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 300,972 | $70M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 296,758 | $69M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 292,588 | $66M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 290,958 | $68M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 287,470 | $67M | 0.9% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 274,696 | $51M | 0.7% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 264,760 | $62M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 262,517 | $61M | 0.8% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 257,812 | $60M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 215,657 | $50M | 0.7% | 2026-Q2 |
| Capital Research Global Investors new | 205,531 | $48M | 0.6% | 2026-Q2 |
| Hill City Capital, LP | 190,000 | $44M | 0.6% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 171,566 | $40M | 0.5% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 171,129 | $40M | 0.5% | 2026-Q2 |
| Lightrock Netherlands B.V. added | 166,406 | $17M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 161,597 | $38M | 0.5% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 160,483 | $38M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 147,514 | $34M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 143,168 | $33M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 119,013 | $28M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 118,821 | $28M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 116,894 | $26M | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 105,027 | $25M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 103,951 | $24M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 103,800 | $24M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 101,534 | $24M | 0.3% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 100,295 | $23M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 97,908 | $23M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 97,601 | $23M | 0.3% | 2026-Q2 |
| Tributary Capital Management, LLC trimmed | 97,246 | $23M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 96,426 | $23M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 95,092 | $22M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 92,369 | $22M | 0.3% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 84,224 | $20M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 82,593 | $19M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 81,387 | $19M | 0.2% | 2026-Q2 |
| RIPOSTE CAPITAL LLC new | 80,000 | $19M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 75,487 | $13M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 75,331 | $18M | 0.2% | 2026-Q2 |
| MIROVA added | 75,268 | $18M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 74,716 | $17M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 74,000 | $17M | 0.2% | 2026-Q2 |
| Carmel Capital Management L.L.C. added | 73,760 | $17M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 72,021 | $17M | 0.2% | 2026-Q2 |
| UniSuper Management Pty Ltd added | 68,935 | $16M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 68,157 | $16M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 66,901 | $16M | 0.2% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 66,221 | $15M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 65,868 | $15M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 61,987 | $14M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 61,158 | $14M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 58,458 | $14M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 55,597 | $13M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 55,353 | $13M | 0.2% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P trimmed | 54,162 | $13M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 53,243 | $12M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 53,026 | $12M | 0.2% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 52,953 | $12M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 52,719 | $12M | 0.2% | 2026-Q2 |
| Ceredex Value Advisors LLC new | 52,375 | $12M | 0.2% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 51,373 | $12M | 0.2% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 51,018 | $12M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 50,396 | $12M | 0.2% | 2026-Q2 |
| Vest Financial, LLC trimmed | 48,974 | $11M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 48,020 | $11M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 47,684 | $11M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 45,408 | $11M | 0.1% | 2026-Q2 |
| Skylands Capital, LLC trimmed | 44,365 | $10M | 0.1% | 2026-Q2 |
| Lumbard & Kellner, LLC trimmed | 44,024 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 42,628 | $10M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 41,734 | $10M | 0.1% | 2026-Q2 |
| Creative Planning added | 39,868 | $9M | 0.1% | 2026-Q2 |
| Man Group plc added | 39,533 | $9M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 39,294 | $9M | 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.