EnerSys Ownership | Who Owns EnerSys?

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EnerSys Ownership Summary

EnerSys is owned by 91.43% institutional investors, 1.88% insiders, and 6.70% retail investors. Blackrock is the largest institutional shareholder, holding 12.93% of ENS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.22% of its assets in EnerSys shares.

ENS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	EnerSys	91.43%	1.88%	6.70%
Sector	Industrials Stocks	62.82%	10.55%	26.63%
Industry	Electrical Equipment Stocks	41.78%	16.24%	41.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	5.26M	12.93%	$544.45M
Vanguard group	4.39M	10.80%	$454.76M
Dimensional fund advisors lp	1.51M	3.72%	$156.43M
State street	1.46M	3.59%	$151.27M
Janus henderson group	1.31M	3.22%	$135.36M
Invesco	1.20M	2.96%	$124.56M
Earnest partners	1.17M	2.87%	$120.98M
Geode capital management	934.88K	2.30%	$96.80M
Aqr capital management	908.25K	2.23%	$94.02M
Principal financial group	870.46K	2.14%	$90.11M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ack asset management	715.00K	9.13%	$74.02M
Hill city capital, lp	657.50K	4.89%	$68.06M
Scopia capital management lp	216.53K	3.32%	$22.42M
New south capital management	561.55K	2.60%	$58.13M
Carmel capital management	48.73K	1.97%	$5.05M
Paradigm capital management inc/ny	412.40K	1.95%	$42.69M
Tributary capital management	191.22K	1.64%	$19.80M
Deprince race & zollo	646.44K	1.49%	$66.92M
Aurora investment counsel	19.94K	1.21%	$2.06M
Skylands capital	77.93K	1.14%	$8.07M

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	637.15K	0.16%	637.15K
Norges bank	485.34K	0.01%	485.34K
Invesco	1.20M	0.03%	199.78K
Goldman sachs group	355.15K	0.01%	198.22K
American century companies	264.25K	0.02%	188.05K

Top Sellers

Holder	Shares	% Assets	Change
Mirae asset global investments	9.34K	0.00%	-743.04K
Millennium management	106.55K	0.01%	-297.25K
Scopia capital management lp	216.53K	3.32%	-166.78K
Segall bryant & hamill	370.76K	0.68%	-158.40K
Macquarie group	-	-	-116.49K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	637.15K	0.16%	637.15K	$65.97M
Norges bank	485.34K	0.01%	485.34K	$50.24M
Scopus asset management	150.00K	0.31%	150.00K	$15.53M
Shellback capital, lp	135.36K	1.03%	135.36K	$14.01M
Great lakes advisors	103.99K	0.10%	103.99K	$10.77M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Nelson, van denburg & campbell wealth management group	-2.00
Wetzel investment advisors	-3.00
First pacific financial	-3.00
Wr wealth planners	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	361	-1.10%	36,721,579	-2.25%	91	1.05%	151	-6.79%	139	1.46%
Jun 30, 2024	360	-3.23%	37,545,995	0.75%	92	1.08%	160	-2.44%	135	-11.18%
Mar 31, 2024	372	3.33%	37,268,015	-2.80%	92	1.03%	164	-2.38%	152	17.83%
Dec 31, 2023	360	7.78%	38,343,502	1.28%	94	1.11%	168	-	129	14.16%
Sep 30, 2023	334	2.45%	37,859,538	-0.23%	92	1.08%	168	15.07%	113	-8.13%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.28M	3.22%	-6.50K
iShares Core S&P Mid-Cap ETF	1.27M	3.18%	688.00
iShares Russell 2000 ETF	1.03M	2.58%	-2.31K
Vanguard Small Cap Index	1.01M	2.53%	1.98K
Janus Henderson Triton D	841.08K	2.09%	-
Janus Henderson US SMID Cap Growth	841.08K	2.09%	-
Vanguard Small Cap Value Index Inv	681.93K	1.71%	-236.00
Invesco Small Cap Value A	666.00K	1.65%	-
Vanguard Institutional Extnd Mkt Idx Tr	602.62K	1.51%	-2.13K
Fidelity Small Cap Index	410.67K	1.02%	-8.80K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 25, 2024	Shaffer David M	CEO	Sell	$2.00M
Aug 30, 2024	Uplinger Chad C	Pres., Motive Power Global	Sell	$50.44K
Aug 29, 2024	Shaffer David M	President & CEO	Sell	$1.76M
Aug 26, 2024	Tinnemeyer Joern	Sr. VP & CTO	Sell	$220.00K
Aug 26, 2024	Shaffer David M	President & CEO	Sell	$240.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	4
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-

ENS Ownership FAQ

Who Owns EnerSys?

EnerSys shareholders are primarily institutional investors at 91.43%, followed by 1.88% insiders and 6.69% retail investors. The average institutional ownership in EnerSys's industry, Electrical Equipment Stocks, is 41.78%, which EnerSys exceeds.

Who owns the most shares of EnerSys?

EnerSys’s largest shareholders are Blackrock (5.26M shares, 12.93%), Vanguard group (4.39M shares, 10.80%), and Dimensional fund advisors lp (1.51M shares, 3.72%). Together, they hold 27.45% of EnerSys’s total shares outstanding.

Does Blackrock own EnerSys?

Yes, BlackRock owns 12.93% of EnerSys, totaling 5.26M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 544.45M$. In the last quarter, BlackRock decreased its holdings by -62.679K shares, a -1.18% change.

Who is EnerSys’s biggest shareholder by percentage of total assets invested?

Ack asset management is EnerSys’s biggest shareholder by percentage of total assets invested, with 9.13% of its assets in 715K EnerSys shares, valued at 74.02M$.

Who is the top mutual fund holder of EnerSys shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of EnerSys shares, with 3.22% of its total shares outstanding invested in 1.28M EnerSys shares.

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