Enerpac Tool Group Ownership 2024 | Who Owns Enerpac Tool Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

100.40%

Insider Ownership

0.93%

Retail Ownership

-1.33%

Institutional Holders

211.00

Enerpac Tool Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.15.19%0.01%8,246,074-75,986-0.91%314,835,106Jun 30, 2024
VANGUARD GROUP INC11.20%0.00%6,079,125-130,173-2.10%232,100,993Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS8.01%0.03%4,347,380--165,982,968Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7.43%0.38%4,034,2562,726,293208.44%154,027,894Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC5.76%0.73%3,125,420-66,170-2.07%119,328,536Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC4.38%0.31%2,378,598-108,916-4.38%90,814,872Jun 30, 2024
JENNISON ASSOCIATES LLC4.00%0.05%2,172,402-296,320-12.00%82,942,308Jun 30, 2024
STATE STREET CORP3.79%0.00%2,057,149-23,909-1.15%78,541,949,000Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.75%0.05%2,036,430-366,852-15.26%77,751,000Jun 30, 2024
NEUBERGER BERMAN GROUP LLC3.42%0.06%1,858,857493,73036.17%70,971,160Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.84%0.02%1,542,00053,0553.56%58,873,525Jun 30, 2024
COOKE & BIELER LP2.55%0.51%1,384,952-283,445-16.99%52,877,467Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.24%0.00%1,215,20331,0402.62%46,406,132Jun 30, 2024
SOUTHERNSUN ASSET MANAGEMENT, LLC2.05%5.13%1,113,451-76,099-6.40%42,511,559Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.48%0.01%805,597-190,277-19.11%30,757,694Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.27%0.01%687,777-5,736-0.83%26,259,326Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.13%0.00%614,55313,5932.26%23,463,634Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.05%0.47%570,829-23,498-3.95%21,794,251Jun 30, 2024
NORTHERN TRUST CORP1.02%0.00%555,380-46,837-7.78%21,204,408,000Jun 30, 2024
MORGAN STANLEY1.00%0.00%545,308-22,843-4.02%20,819,905Jun 30, 2024

Enerpac Tool Group's largest institutional shareholder is BLACKROCK INC., holding 15.19% of the company's total share outstanding, currently valued at $314.84M. The top 10 institutional shareholders own together 66.93% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SOUTHERNSUN ASSET MANAGEMENT, LLC2.05%5.13%1,113,451-76,099-6.40%42,511,559Jun 30, 2024
RK CAPITAL MANAGEMENT, LLC0.51%2.82%275,500-142,200-34.04%10,518,590Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.56%1.01%302,676-130,389-30.11%11,556,170Jun 30, 2024
KENSINGTON INVESTMENT COUNSEL, LLC0.10%0.94%55,68955,689100.00%2,126,206Jun 30, 2024
MOODY ALDRICH PARTNERS LLC0.22%0.87%116,807116,807100.00%4,459,691Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC5.76%0.73%3,125,420-66,170-2.07%119,328,536Jun 30, 2024
LISANTI CAPITAL GROWTH, LLC0.13%0.62%68,09021,98547.68%2,599,676Jun 30, 2024
LEEWARD INVESTMENTS, LLC - MA0.55%0.53%300,52215,9875.62%11,473,930Jun 30, 2024
COOKE & BIELER LP2.55%0.51%1,384,952-283,445-16.99%52,877,467Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.05%0.47%570,829-23,498-3.95%21,794,251Jun 30, 2024
CHESAPEAKE CAPITAL CORP /IL/0.02%0.47%9,299-9,547-50.66%355,036Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.26%0.42%140,600-6,200-4.22%5,368,108Jun 30, 2024
HEARTLAND ADVISORS INC0.34%0.40%187,0221,3810.74%7,140,500Jun 30, 2024
ANDINA CAPITAL MANAGEMENT, LLC0.03%0.39%13,7432,80425.63%524,708Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7.43%0.38%4,034,2562,726,293208.44%154,027,894Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC4.38%0.31%2,378,598-108,916-4.38%90,814,872Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.65%0.24%354,702-155,712-30.51%13,542,522Jun 30, 2024
KEELEY-TETON ADVISORS, LLC0.08%0.20%41,900--1,599,742Jun 30, 2024
OBERWEIS ASSET MANAGEMENT INC/0.14%0.18%77,300--2,951,314Jun 30, 2024
CENTERBOOK PARTNERS LP0.12%0.16%66,475-24,595-27.01%2,538,016Jun 30, 2024

The largest Enerpac Tool Group shareholder by % of total assets is SOUTHERNSUN ASSET MANAGEMENT, LLC. The company owns 1.11M shares of Enerpac Tool Group (EPAC), representing 5.13% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7.43%0.38%4,034,2562,726,293208.44%154,027,894Jun 30, 2024
NEUBERGER BERMAN GROUP LLC3.42%0.06%1,858,857493,73036.17%70,971,160Jun 30, 2024
BAMCO INC /NY/0.76%0.04%410,369410,369100.00%15,667,888Jun 30, 2024
NORGES BANK0.50%0.00%272,617272,617100.00%10,408,517Jun 30, 2024
MOODY ALDRICH PARTNERS LLC0.22%0.87%116,807116,807100.00%4,459,691Jun 30, 2024
SEI INVESTMENTS CO0.33%0.01%179,662104,019137.51%6,859,486,000Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.16%0.02%87,02387,023100.00%3,323,000Jun 30, 2024
SQUAREPOINT OPS LLC0.15%0.01%81,34881,348100.00%3,105,867Jun 30, 2024
INVESCO LTD.0.53%0.00%290,07179,01837.44%11,074,911Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.27%0.00%146,61359,19667.72%5,597,684Jun 30, 2024
KENSINGTON INVESTMENT COUNSEL, LLC0.10%0.94%55,68955,689100.00%2,126,206Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.84%0.02%1,542,00053,0553.56%58,873,525Jun 30, 2024
DAIWA SECURITIES GROUP INC.0.11%0.01%60,29748,765422.87%2,302,000Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD0.21%0.04%111,88748,64476.92%4,271,846Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM0.12%0.00%64,10842,346194.59%2,447,643Jun 30, 2024
FIRST TRUST ADVISORS LP0.21%0.00%113,91038,56651.19%4,349,083Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.10%0.05%54,97834,478168.19%2,099,061Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%31,53831,538100.00%1,204,121Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.24%0.00%1,215,20331,0402.62%46,406,132Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.20%0.01%107,25930,29039.35%4,095,149Jun 30, 2024

As of Jun 30 2024, Enerpac Tool Group's largest institutional buyer is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The company purchased 2.73M stocks of EPAC, valued at $154.03M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.75%0.05%2,036,430-366,852-15.26%77,751,000Jun 30, 2024
JENNISON ASSOCIATES LLC4.00%0.05%2,172,402-296,320-12.00%82,942,308Jun 30, 2024
COOKE & BIELER LP2.55%0.51%1,384,952-283,445-16.99%52,877,467Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.48%0.01%805,597-190,277-19.11%30,757,694Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.65%0.24%354,702-155,712-30.51%13,542,522Jun 30, 2024
KINGDON CAPITAL MANAGEMENT, L.L.C.----150,000-100.00%-Jun 30, 2024
RK CAPITAL MANAGEMENT, LLC0.51%2.82%275,500-142,200-34.04%10,518,590Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.56%1.01%302,676-130,389-30.11%11,556,170Jun 30, 2024
VANGUARD GROUP INC11.20%0.00%6,079,125-130,173-2.10%232,100,993Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----108,946-100.00%-Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC4.38%0.31%2,378,598-108,916-4.38%90,814,872Jun 30, 2024
DEUTSCHE BANK AG\0.15%0.00%83,797-82,638-49.65%3,199,369Jun 30, 2024
SOUTHERNSUN ASSET MANAGEMENT, LLC2.05%5.13%1,113,451-76,099-6.40%42,511,559Jun 30, 2024
BLACKROCK INC.15.19%0.01%8,246,074-75,986-0.91%314,835,106Jun 30, 2024
MANATUCK HILL PARTNERS, LLC----75,000-100.00%-Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC5.76%0.73%3,125,420-66,170-2.07%119,328,536Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0.28%0.02%152,030-48,510-24.19%5,804,505Jun 30, 2024
NORTHERN TRUST CORP1.02%0.00%555,380-46,837-7.78%21,204,408,000Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC----42,000-100.00%-Jun 30, 2024
AMERIPRISE FINANCIAL INC0.38%0.00%205,661-40,756-16.54%7,852,137Jun 30, 2024

As of Jun 30 2024, Enerpac Tool Group's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -0.37M shares of EPAC, valued at $77.75M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BAMCO INC /NY/0.76%0.04%410,369410,369100.00%15,667,888Jun 30, 2024
NORGES BANK0.50%0.00%272,617272,617100.00%10,408,517Jun 30, 2024
MOODY ALDRICH PARTNERS LLC0.22%0.87%116,807116,807100.00%4,459,691Jun 30, 2024
SQUAREPOINT OPS LLC0.15%0.01%81,34881,348100.00%3,105,867Jun 30, 2024
KENSINGTON INVESTMENT COUNSEL, LLC0.10%0.94%55,68955,689100.00%2,126,206Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%31,53831,538100.00%1,204,121Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%27,65927,659100.00%1,056,021Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC0.03%0.08%17,74717,747100.00%677,580Jun 30, 2024
GRANDEUR PEAK GLOBAL ADVISORS, LLC0.03%0.05%16,06016,060100.00%613,171Jun 30, 2024
GLENMEDE TRUST CO NA0.03%0.00%15,36315,363100.00%586,559Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.02%0.00%13,43913,439100.00%513,112Jun 30, 2024
NATIXIS ADVISORS, L.P.0.02%0.00%10,50410,504100.00%401,000Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.02%0.00%9,1069,106100.00%347,667Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.02%0.05%8,6718,671100.00%331,059Jun 30, 2024
ARISTIDES CAPITAL LLC0.01%0.08%7,0087,008100.00%267,565Jun 30, 2024
WOLVERINE TRADING, LLC0.01%0.00%6,3226,322100.00%241,374Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.01%0.00%5,9225,922100.00%226,102Jun 30, 2024
ORION PORTFOLIO SOLUTIONS, LLC0.01%0.00%5,7545,754100.00%219,688Jun 30, 2024
OMERS ADMINISTRATION CORP0.01%0.00%5,7005,700100.00%217,626Jun 30, 2024
ALGERT GLOBAL LLC0.01%0.01%5,4605,460100.00%208,000Jun 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.0.01%0.01%5,3455,345100.00%204,072Jun 30, 2024
STATE OF WYOMING0.01%0.02%3,4783,478100.00%132,790Jun 30, 2024
SIMPLEX TRADING, LLC0.00%-1,9121,912100.00%73,000Jun 30, 2024
FAMILY FIRM, INC.0.00%0.00%411411100.00%15,710Jun 30, 2024
QUARRY LP0.00%0.00%394394100.00%15,043Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%312312100.00%11,868Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%276276100.00%10,538Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%240240100.00%9,163Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.00%0.00%221221100.00%8,438Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%9595100.00%3,627Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC-0.00%1919100.00%725Jun 30, 2024
PARALLEL ADVISORS, LLC--1111100.00%420Jun 30, 2024
LARSON FINANCIAL GROUP LLC--88100.00%305Jun 30, 2024

Enerpac Tool Group's largest new institutional shareholder by number of shares is BAMCO INC /NY/, purchased 410.37K shares, valued at $15.67M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KINGDON CAPITAL MANAGEMENT, L.L.C.----150,000-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----108,946-100.00%-Jun 30, 2024
MANATUCK HILL PARTNERS, LLC----75,000-100.00%-Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC----42,000-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----39,697-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----39,052-100.00%-Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----29,792-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----29,434-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----25,913-100.00%-Jun 30, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC----23,176-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----21,062-100.00%-Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----20,578-100.00%-Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.----15,544-100.00%-Jun 30, 2024
INVESTORS RESEARCH CORP----14,200-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----13,658-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----9,507-100.00%-Jun 30, 2024
INCEPTIONR LLC----6,827-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----6,467-100.00%-Jun 30, 2024
FOUNDRY PARTNERS, LLC----6,325-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----4,800-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,890-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----2,351-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----1,848-100.00%-Jun 30, 2024
POINT72 HONG KONG LTD----1,700-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----414-100.00%-Jun 30, 2024
COVESTOR LTD----14-100.00%-Jun 30, 2024

Enerpac Tool Group's largest sold out institutional shareholder by shares sold is KINGDON CAPITAL MANAGEMENT, L.L.C., sold -0.15M shares, valued at -, as of undefined.

Enerpac Tool Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
GREENSPRING FUND INC7.44%1,037,000--Jun 30, 2023
LONGLEAF PARTNERS FUNDS TRUST0.89%5,312,436--Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.66%523,907-87,487-14.31%Mar 31, 2024
BNY MELLON VARIABLE INVESTMENT FUND0.59%141,89446,35048.51%Mar 31, 2024
Intrepid Capital Management Funds Trust0.37%4,788,000--Mar 31, 2024
HEARTLAND GROUP INC0.31%175,000-25,000-12.50%Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.30%1,095,000-436,900-28.52%Mar 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.27%1,164,807-143,239-10.95%Mar 28, 2024
ALPS Series Trust0.17%1,455,000--Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.16%102,248-14,390-12.34%Feb 29, 2024
RBB Fund Trust0.15%150,000--Feb 29, 2024
VIRTUS EQUITY TRUST0.13%1,050,6881,050,688-Mar 28, 2024
BNY MELLON INDEX FUNDS, INC.0.11%145,970--Apr 30, 2022
NEUBERGER BERMAN EQUITY FUNDS0.10%944,586523,795124.48%Feb 29, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.09%57,707--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.08%40,640--Mar 31, 2024
OBERWEIS FUNDS0.08%77,3006,0008.42%Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.07%315,663-2,175-0.68%Feb 29, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.07%39,670--Mar 31, 2024
Mairs & Power Funds Trust0.07%258,818-89,392-25.67%Mar 31, 2022
TETON WESTWOOD FUNDS0.06%41,900--Dec 29, 2023
SMALLCAP WORLD FUND INC0.06%4,347,380--Mar 31, 2024
Zacks Trust0.06%5,4695,469-Feb 29, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.06%456,961--Mar 31, 2024
UNDISCOVERED MANAGERS FUNDS0.05%366,636--Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.05%54,662-10,208-15.74%Jan 31, 2024
T. Rowe Price Equity Funds, Inc.0.05%514,142-195,800-27.58%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.05%26,672-453-1.67%Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.04%291,600--Mar 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.04%67,862-188-0.28%Mar 31, 2024
ADVISORS SERIES TRUST0.03%1,225,000--Jan 31, 2024
SARATOGA ADVANTAGE TRUST0.02%1,4111,411-Feb 29, 2024
Federated Hermes MDT Series0.02%56,487--Jan 31, 2024
ADVISORS' INNER CIRCLE FUND0.02%523,591--Jan 31, 2024
BNY Mellon Strategic Funds, Inc.0.02%46,785--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%70,671-32,570-31.55%Jan 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.02%26,41426,414-Mar 28, 2024
SYNTAX ETF TRUST0.02%523-55-9.52%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%96,231-2,919-2.94%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%8,234-31-0.38%Mar 31, 2024
Vericimetry Funds0.01%1,250--Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.01%131,705--Mar 28, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%27,147--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%4,699,369-957,331-16.92%Mar 31, 2024
North Square Investments Trust0.01%100,000--Jan 31, 2024
SEI Catholic Values Trust0.01%25,912--Feb 29, 2024
Nushares ETF Trust0.01%67,36355,585471.94%Jan 31, 2024
VANGUARD WHITEHALL FUNDS0.01%850,425--Jan 31, 2024
CLEARWATER INVESTMENT TRUST0.01%85,2736,0687.66%Mar 28, 2024
AMG FUNDS0.01%255,980--Mar 28, 2024
BNY Mellon Strategic Funds, Inc.0.01%19,887-34,888-63.69%Feb 29, 2024
AMG FUNDS0.01%235,872--Mar 28, 2024
Segall Bryant & Hamill Trust0.01%129,469-24,854-16.11%Mar 31, 2024
GABELLI EQUITY SERIES FUNDS INC0.01%5,000--Dec 29, 2023
VANGUARD EXPLORER FUND0.01%67,758--Jan 31, 2024
OLD WESTBURY FUNDS INC0.01%700,000189,87037.22%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%1,030--Mar 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%54,800--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%177,856-3,481-1.92%Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.00%13,019--Mar 31, 2024
WILLIAM BLAIR FUNDS0.00%391,597--Mar 31, 2024
MML SERIES INVESTMENT FUND0.00%36,491--Dec 31, 2023
T. Rowe Price Spectrum Funds II, Inc.0.00%51,538-17,277-25.11%Feb 29, 2024
Federated Hermes Equity Funds0.00%66,029--Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.00%15,800-9,800-38.28%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%15,215-1,825-10.71%Mar 31, 2024
VANGUARD HORIZON FUNDS0.00%71,613-71,613-50.00%Mar 31, 2024
SHELTON FUNDS0.00%4,891--Feb 29, 2024
HARBOR FUNDS0.00%65,699--Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%32,3789,08539.00%Mar 31, 2024
Investment Managers Series Trust II0.00%32,9503,78112.96%Mar 31, 2024
MFS SERIES TRUST XIII0.00%207,138--Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%6,384-193-2.93%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%482,3463,2460.68%Feb 29, 2024
Calvert Variable Products, Inc.0.00%5,712--Mar 31, 2024
Columbia Funds Variable Series Trust II0.00%65,627--Mar 31, 2024
FORUM FUNDS0.00%4,5904,590-Mar 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%397,969-26,945-6.34%Mar 31, 2024
TIMOTHY PLAN0.00%8,6821,17015.58%Mar 31, 2024
Managed Portfolio Series0.00%40,000--Jan 31, 2024
PRAXIS MUTUAL FUNDS0.00%19,940--Dec 31, 2023
FIDELITY COVINGTON TRUST0.00%32,87221,990202.08%Mar 31, 2024
NORTHERN LIGHTS FUND TRUST III0.00%19,22115,347396.15%Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.00%37,8789,15831.89%Mar 31, 2024
SHELTON FUNDS0.00%2,448-292-10.66%Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%13,658--Dec 31, 2023
Advisors' Inner Circle Fund II0.00%1,245,000--Jan 31, 2024
STEWARD FUNDS, INC.0.00%3,220--Jan 31, 2024
STEWARD FUNDS, INC.0.00%3,220--Jan 31, 2024
AMG FUNDS III0.00%6,550--Mar 28, 2024
BNY MELLON FUNDS TRUST0.00%90,82590,825-Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,281,578290,08229.26%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%39,383-4,137-9.51%Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%17,200--Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%98,8085,3015.67%Jan 31, 2024
RYDEX VARIABLE TRUST0.00%1,3941,3604000.00%Dec 31, 2023
ADVISORS SERIES TRUST0.00%55,239--Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.00%28,072--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%32,630-2,630-7.46%Mar 31, 2024
Brinker Capital Destinations Trust0.00%56,437-4,548-7.46%Feb 29, 2024

Enerpac Tool Group's largest mutual fund holder by % of total assets is "GREENSPRING FUND INC", owning 1.04M shares, compromising 7.44% of its total assets.

Enerpac Tool Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24211-1.86%
31 Mar, 242159.69%
31 Dec, 2319610.11%
30 Sep, 23178-3.26%
30 Jun, 231841.66%
31 Mar, 23181-7.18%
31 Dec, 2219513.37%
30 Sep, 2217217.81%
30 Jun, 22146-0.68%
31 Mar, 22147-0.68%
31 Dec, 211480.68%
30 Sep, 211473.52%
30 Jun, 211420.71%
31 Mar, 21141-2.08%
31 Dec, 201442.86%
30 Sep, 20140-12.50%
30 Jun, 201606.67%
31 Mar, 201501053.85%
31 Dec, 19131200.00%
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
31 Dec, 181-
30 Sep, 181-

As of 30 Jun 24, 211 institutions are holding Enerpac Tool Group's shares, representing a decrease of -1.86% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2454,510,7423.40%
31 Mar, 2452,719,815-0.07%
31 Dec, 2352,754,606-0.75%
30 Sep, 2353,152,217-2.74%
30 Jun, 2354,651,525-3.58%
31 Mar, 2356,681,3131.58%
31 Dec, 2255,801,940-0.88%
30 Sep, 2256,296,398-4.91%
30 Jun, 2259,205,554-3.43%
31 Mar, 2261,310,4893.36%
31 Dec, 2159,320,000-0.43%
30 Sep, 2159,577,406-1.98%
30 Jun, 2160,781,2650.06%
31 Mar, 2160,745,301-1.30%
31 Dec, 2061,547,5441.31%
30 Sep, 2060,753,1891.72%
30 Jun, 2059,728,313-2.57%
31 Mar, 2061,303,0113322.19%
31 Dec, 191,791,337194188.18%
30 Sep, 19922-
30 Jun, 19922-
31 Mar, 19922-
31 Dec, 18922-
30 Sep, 18922-

Enerpac Tool Group (EPAC) has 54.51M shares outstanding as of 30 Jun 24, up 3.40% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 24100.40%1.06%
31 Mar, 2497.25%1.04%
31 Dec, 2396.75%1.06%
30 Sep, 2395.36%1.04%
30 Jun, 2395.79%0.97%
31 Mar, 2399.37%1.03%
31 Dec, 2298.09%1.02%
30 Sep, 2297.87%1.01%
30 Jun, 2298.30%0.95%
31 Mar, 22101.53%1.05%
31 Dec, 2198.44%1.01%
30 Sep, 2198.96%0.97%
30 Jun, 21101.06%0.98%
31 Mar, 21101.35%0.96%
31 Dec, 20102.90%1.00%
30 Sep, 20101.34%1.02%
30 Jun, 2099.84%0.96%
31 Mar, 20101.95%1146.87%
31 Dec, 192.98%131832206.67%
30 Sep, 190.00%66960.00%
30 Jun, 190.00%66473.33%
31 Mar, 190.00%66213.33%
31 Dec, 180.00%66740.00%
30 Sep, 180.00%-

As of 30 Jun 24, Enerpac Tool Group is held by 100.40% institutional shareholders, representing a 1.06% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 241037.29%
31 Mar, 24961.05%
31 Dec, 239537.68%
30 Sep, 2369-13.75%
30 Jun, 23801.27%
31 Mar, 2379-15.96%
31 Dec, 22949.30%
30 Sep, 228648.28%
30 Jun, 2258-30.12%
31 Mar, 228320.29%
31 Dec, 21697.81%
30 Sep, 216430.61%
30 Jun, 2149-30.00%
31 Mar, 217034.62%
31 Dec, 2052-7.14%
30 Sep, 2056-33.33%
30 Jun, 2084-40.43%
31 Mar, 201411075.00%
31 Dec, 1912-
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--100.00%
30 Sep, 181-

103 institutional shareholders have increased their position in EPAC stock as of 30 Jun 24 compared to 96 in the previous quarter (a 7.29% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2479-11.24%
31 Mar, 248932.84%
31 Dec, 2367-12.99%
30 Sep, 237713.24%
30 Jun, 23683.03%
31 Mar, 2366-8.33%
31 Dec, 227214.29%
30 Sep, 22638.62%
30 Jun, 225838.10%
31 Mar, 2242-22.22%
31 Dec, 215412.50%
30 Sep, 2148-17.24%
30 Jun, 215820.83%
31 Mar, 2148-21.31%
31 Dec, 206119.61%
30 Sep, 20512.00%
30 Jun, 2050733.33%
31 Mar, 206-
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--
30 Sep, 18--

79 institutional shareholders have reduced their position in EPAC stock as of 30 Jun 24 compared to 89 in the previous quarter (a -11.24% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24211-1.86%54,510,7423.40%100.40%1.06%1037.29%79-11.24%
31 Mar, 242159.69%52,719,815-0.07%97.25%1.04%961.05%8932.84%
31 Dec, 2319610.11%52,754,606-0.75%96.75%1.06%9537.68%67-12.99%
30 Sep, 23178-3.26%53,152,217-2.74%95.36%1.04%69-13.75%7713.24%
30 Jun, 231841.66%54,651,525-3.58%95.79%0.97%801.27%683.03%
31 Mar, 23181-7.18%56,681,3131.58%99.37%1.03%79-15.96%66-8.33%
31 Dec, 2219513.37%55,801,940-0.88%98.09%1.02%949.30%7214.29%
30 Sep, 2217217.81%56,296,398-4.91%97.87%1.01%8648.28%638.62%
30 Jun, 22146-0.68%59,205,554-3.43%98.30%0.95%58-30.12%5838.10%
31 Mar, 22147-0.68%61,310,4893.36%101.53%1.05%8320.29%42-22.22%
31 Dec, 211480.68%59,320,000-0.43%98.44%1.01%697.81%5412.50%
30 Sep, 211473.52%59,577,406-1.98%98.96%0.97%6430.61%48-17.24%
30 Jun, 211420.71%60,781,2650.06%101.06%0.98%49-30.00%5820.83%
31 Mar, 21141-2.08%60,745,301-1.30%101.35%0.96%7034.62%48-21.31%
31 Dec, 201442.86%61,547,5441.31%102.90%1.00%52-7.14%6119.61%
30 Sep, 20140-12.50%60,753,1891.72%101.34%1.02%56-33.33%512.00%
30 Jun, 201606.67%59,728,313-2.57%99.84%0.96%84-40.43%50733.33%
31 Mar, 201501053.85%61,303,0113322.19%101.95%1146.87%1411075.00%6-
31 Dec, 19131200.00%1,791,337194188.18%2.98%131832206.67%12---
30 Sep, 191-922-0.00%66960.00%----
30 Jun, 191-922-0.00%66473.33%----
31 Mar, 191-922-0.00%66213.33%----
31 Dec, 181-922-0.00%66740.00%--100.00%--
30 Sep, 181-922-0.00%-1---

Enerpac Tool Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 11, 2024Ferland E James Jrdirector-S-SaleSell1,937$37.92$73.45K86,047

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 24, 2024Chack Eric Theodoreofficer EVP, OperationsSell---12,142
Jul 11, 2024Ferland E James Jrdirector-S-SaleSell1,937$37.92$73.45K86,047
Jul 11, 2024Ferland E James Jrdirector-M-ExemptSell1,937$22.98$44.51K1,938
Mar 08, 2024Burns Patrick Shannonofficer Head of Financial PlanningSell---1,968
Mar 07, 2024Dawson Patrick Jamesofficer Corporate ControllerSell---1,605
Feb 16, 2024Topercer Benjamin Jamesofficer EVP - Chief HR OfficerF-InKindSell5,036$32.61$164.22K46,185

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 24, 2024Chack Eric Theodoreofficer EVP, OperationsSell---12,142
Jul 11, 2024Ferland E James Jrdirector-M-ExemptBuy1,937$22.98$44.51K87,984
Jul 11, 2024Ferland E James Jrdirector-S-SaleSell1,937$37.92$73.45K86,047
Jul 11, 2024Ferland E James Jrdirector-M-ExemptSell1,937$22.98$44.51K1,938
Mar 18, 2024Burns Patrick Shannonofficer Head of Financial PlanningA-AwardBuy4,373--6,341
Mar 18, 2024Dawson Patrick Jamesofficer Corporate ControllerA-AwardBuy2,915--4,520
Mar 08, 2024Burns Patrick Shannonofficer Head of Financial PlanningSell---1,968
Mar 07, 2024Dawson Patrick Jamesofficer Corporate ControllerSell---1,605
Feb 20, 2024Cunningham Danny Ldirector-A-AwardBuy2,533--26,883
Feb 20, 2024MINELLA LYNN Cdirector-A-AwardBuy2,763--8,913
Feb 16, 2024Topercer Benjamin Jamesofficer EVP - Chief HR OfficerF-InKindSell5,036$32.61$164.22K46,185
Jan 29, 2024Simmons Sidney S. IIdirector-A-AwardBuy3,785--34,705
Jan 29, 2024Holder Richard Ddirector-A-AwardBuy3,785--38,219
Jan 29, 2024Clarkson J. Palmerdirector-A-AwardBuy3,785--32,388
Jan 29, 2024MINELLA LYNN Cdirector-A-AwardBuy3,785--14,601
Jan 29, 2024Ferland E James Jrdirector-A-AwardBuy6,940--86,047
Jan 29, 2024Altmaier Judy Ldirector-A-AwardBuy3,785--23,996
Jan 29, 2024Cunningham Danny Ldirector-A-AwardBuy3,785--38,631
Jan 29, 2024Healy Colleendirector-A-AwardBuy3,785--6,874
Jan 29, 2024Altavilla Alfredodirector-A-AwardBuy3,785--31,553

The last insider sell of Enerpac Tool Group's stock was made by Chack Eric Theodore on Jul 24 2024, selling - shares at - per share (valued at -).

Enerpac Tool Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241333.33%
Q1 2024137185.71%
Q4 2023167228.57%
Q3 202351500.00%
Q2 202363200.00%
Q1 2023129133.33%
Q4 2022188225.00%
Q3 202242200.00%
Q2 20224--
Q1 20222015133.33%
Q4 2021287400.00%
Q3 202111100.00%
Q2 202111100.00%
Q1 2021161888.89%
Q4 2020179188.89%
Q3 202042200.00%
Q2 202062300.00%
Q1 20202014142.86%
Q4 20192211200.00%
Q3 201987114.29%

1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Enerpac Tool Group's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023---
Q1 2023---
Q4 2022---
Q3 2022---
Q2 2022---
Q1 2022-2-
Q4 20213--
Q3 2021---
Q2 2021---
Q1 2021---
Q4 20201250.00%
Q3 2020-1-
Q2 20201--
Q1 2020-2-
Q4 20191250.00%
Q3 2019-3-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Enerpac Tool Group's stocks.

Enerpac Tool Group Peer Ownership


TickerCompany
LXFRLuxfer Holdings PLC
HURCHurco Companies, Inc.
CSWICSW Industrials, Inc.
GHMGraham Corporation
KAIKadant Inc.
NPOEnPro Industries, Inc.
ITTITT Inc.
GRCThe Gorman-Rupp Company
JBTJohn Bean Technologies Corporation
OFLXOmega Flex, Inc.

EPAC Ownership FAQ


Enerpac Tool Group is owned by institutional shareholders (100.40%), insiders (0.93%), and public (-1.33%). The largest institutional shareholder of Enerpac Tool Group is BLACKROCK INC. (15.19% of total shares) and the top mutual fund owner is GREENSPRING FUND INC (7.44% of total shares).

Enerpac Tool Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CAPITAL INTERNATIONAL INVESTORS, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, and CHAMPLAIN INVESTMENT PARTNERS, LLC. The top five shareholders own together 47.58% of the company's share outstanding.

As of Jun 2024, there are 211 institutional shareholders of Enerpac Tool Group.

BLACKROCK INC owns 8.25M shares of Enerpac Tool Group, representing 15.19% of the company's total shares outstanding, valued at $314.84M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 6.08M shares of Enerpac Tool Group (EPAC), compromising 11.20% of the company, valued at $232.1M.

CAPITAL INTERNATIONAL INVESTORS is the third largest holder of Enerpac Tool Group. The company owns 4.35M of the company's shares outstanding (worth $165.98M).