Enerpac Tool Group Ownership | Who Owns Enerpac Tool Group?
Enerpac Tool Group Ownership Summary
Enerpac Tool Group is owned by 42.77% institutional investors, 1.06% insiders, and 56.16% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.68% of EPAC shares. American Funds SMALLCAP World A is the top mutual fund, with 7.99% of its assets in Enerpac Tool Group shares.
EPAC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Enerpac Tool Group | 42.77% | 1.06% | 56.16% |
| Sector | Industrials Stocks | 50.72% | 11.74% | 37.54% |
| Industry | Industrial Machinery Stocks | 57.70% | 9.34% | 32.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.50M | 15.68% | $349.40M |
| Blackrock | 8.25M | 15.19% | $314.84M |
| Vanguard group | 6.12M | 11.28% | $251.49M |
| Kayne anderson rudnick investment management | 4.98M | 9.18% | $204.67M |
| Capital investors | 4.35M | 8.01% | $178.63M |
| State street | 2.41M | 4.44% | $98.93M |
| Barrow hanley mewhinney & strauss | 2.21M | 4.07% | $90.78M |
| Neuberger berman group | 2.19M | 4.04% | $89.94M |
| Jennison associates | 2.05M | 3.78% | $84.32M |
| Dimensional fund advisors lp | 1.52M | 2.80% | $62.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southernsun asset management | 843.39K | 4.32% | $34.66M |
| Mesirow institutional investment management | 323.97K | 1.02% | $13.31M |
| Kensington investment counsel | 58.18K | 1.00% | $2.39M |
| Moody aldrich partners | 111.45K | 0.85% | $4.58M |
| Grandeur peak global advisors | 208.38K | 0.76% | $8.56M |
| Andina capital management | 22.51K | 0.75% | $924.87K |
| Leeward investments, llc - ma | 278.81K | 0.57% | $11.46M |
| Chesapeake capital corp /il/ | 11.92K | 0.50% | $489.88K |
| Kayne anderson rudnick investment management | 4.98M | 0.48% | $204.67M |
| Cooke & bieler lp | 1.09M | 0.43% | $44.73M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gw&k investment management | 521.80K | 0.18% | 521.80K |
| Thrivent financial for lutherans | 495.28K | 0.04% | 452.64K |
| Wells fargo & company/mn | 409.26K | 0.00% | 389.12K |
| Ameriprise financial | 535.31K | 0.01% | 373.37K |
| Neuberger berman group | 2.19M | 0.07% | 320.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | 1.22M | 0.32% | -831.88K |
| T. rowe price investment management | 1.49M | 0.04% | -516.83K |
| Rk capital management | - | - | -275.50K |
| Cooke & bieler lp | 1.09M | 0.43% | -266.15K |
| Hotchkis & wiley capital management | - | - | -152.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gw&k investment management | 521.80K | 0.18% | 521.80K | $21.44M |
| Cerity partners | 202.89K | 0.02% | 202.89K | $8.34M |
| Norges bank | 159.00K | 0.00% | 159.00K | $6.53M |
| Townsquare capital | 116.73K | 0.05% | 116.73K | $4.80M |
| Susquehanna fundamental investments | 100.51K | 0.06% | 100.51K | $4.13M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Covestor | -14.00 |
| Abich financial wealth management | -19.00 |
| Fuller & thaler asset management | -27.00 |
| Capital performance advisors llp | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 110 | -52.59% | 23,201,668 | -57.10% | 42 | 0.43% | 55 | -47.62% | 33 | -62.50% |
| Sep 30, 2024 | 232 | 5.94% | 54,083,436 | -0.94% | 99 | 0.98% | 105 | -0.94% | 88 | 7.32% |
| Jun 30, 2024 | 213 | -0.93% | 54,534,515 | 3.44% | 100 | 1.06% | 103 | 7.29% | 80 | -10.11% |
| Mar 31, 2024 | 215 | 9.69% | 52,719,815 | -0.07% | 97 | 1.04% | 96 | 1.05% | 89 | 32.84% |
| Dec 31, 2023 | 196 | 10.11% | 52,754,606 | -0.75% | 96 | 1.06% | 95 | 37.68% | 67 | -12.99% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 4.35M | 7.99% | - |
| iShares Core S&P Small-Cap ETF | 3.36M | 6.22% | 2.06K |
| Virtus KAR Small-Cap Growth I | 3.15M | 5.81% | -130.00K |
| Vanguard Total Stock Mkt Idx Inv | 1.71M | 3.14% | 1.57K |
| Vanguard US Total Market Shares ETF | 1.69M | 3.11% | 1.50K |
| iShares Russell 2000 ETF | 1.42M | 2.62% | -12.32K |
| Vanguard Small Cap Index | 1.38M | 2.55% | 1.13K |
| Neuberger Berman Genesis Inv | 1.31M | 2.40% | 118.16K |
| Champlain Small Company Fund, LLC | 987.51K | 1.82% | -5.92K |
| American Beacon Small Cp Val R5 | 849.55K | 1.57% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 22, 2024 | Ferland E James Jr | - | Sell | $85.60K |
| Jul 10, 2024 | Ferland E James Jr | - | Sell | $73.45K |
| Feb 08, 2022 | Ferland E James Jr | - | Sell | $13.00K |
| Mar 29, 2022 | Dillon Ricky T | EVP-Chief Financial Officer | Sell | $200.66K |
| Oct 26, 2021 | Ferland E James Jr | - | Buy | $40.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
EPAC Ownership FAQ
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