ENBRIDGE INC (ENB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
65
Reporting holders
$99.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,475
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | $19.0M | 408,721 | 0.85% | 32q | +2.6%+$490.0K |
| Dupree Financial Group, LLC | $12.2M | 263,037 | 4.41% | 12q | +2.4%+$283.2K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $11.3M | 242,457 | 0.75% | 32q | +1.4%+$150.9K |
| S.E.E.D. Planning Group LLC | $8.6M | 185,386 | 2.11% | 28q | -1.7%-$147.7K |
| MassMutual Private Wealth & Trust, FSB | $5.6M | 119,394 | 0.15% | 32q | -1.8%-$100.0K |
| Farther Finance Advisors, LLC | $4.6M | 100,007 | 0.03% | 16q | +15.0%+$606.1K |
| Pacifica Partners Inc. | $4.2M | 90,968 | 1.26% | 28q | +23.5%+$797.1K |
| Stokes Capital Advisors, LLC | $3.9M | 83,121 | 0.85% | 20q | +3.0%+$110.9K |
| Avidian Wealth Enterprises, LLC | $2.3M | 48,706 | 0.06% | 18q | +364.9%+$1.8M |
| Adams Asset Advisors, LLC | $2.2M | 46,445 | 0.22% | 11q | HELD |
| O'Keefe Stevens Advisory, Inc. | $2.0M | 41,975 | 0.40% | 11q | +13.3%+$229.1K |
| Bank & Trust Co | $1.6M | 33,643 | 0.98% | 10q | +1.1%+$17.1K |
| Applied Capital LLC/FL | $1.5M | 32,885 | 0.61% | 12q | +0.6%+$9.3K |
| STABLEFORD CAPITAL II LLC | $1.4M | 30,682 | 0.49% | 12q | HELD |
| Peoples Bank/KS | $1.3M | 28,895 | 1.31% | 13q | HELD |
| HF Advisory Group, LLC | $1.3M | 27,109 | 0.38% | 16q | -1.1%-$14.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.2M | 25,027 | 0.10% | 14q | -1.9%-$22.0K |
| Bangor Savings Bank | $1.1M | 23,003 | 0.08% | 32q | HELD |
| Montecito Bank & Trust | $902.4K | 19,411 | 0.14% | 31q | +0.5%+$4.6K |
| Wisconsin Wealth Advisors, LLC | $827.3K | 17,795 | 0.70% | 6q | +0.8%+$6.7K |
| Decker Wealth Management LLC | $780.8K | 16,795 | 0.16% | 4q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $754.8K | 16,235 | 0.54% | 4q | +11.8%+$79.9K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $675.5K | 14,529 | 0.02% | 29q | -91.7%-$7.4M |
| Legacy Wealth Asset Management, LLC | $659.5K | 14,185 | 0.14% | 6q | HELD |
| Shulman DeMeo Asset Management LLC | $596.2K | 12,950 | 0.12% | 20q | HELD |
| EASTERN BANK | $593.8K | 12,772 | 0.01% | 9q | +10.6%+$56.8K |
| Balefire, LLC | $537.5K | 11,561 | 0.08% | 13q | -8.8%-$51.6K |
| SAPIENT CAPITAL LLC | $517.8K | 11,112 | 0.01% | 12q | -50.0%-$517.8K |
| Mirador Capital Partners LP | $514.1K | 11,059 | 0.06% | 8q | -8.2%-$46.0K |
| Hardin Capital Partners, LLC | $471.4K | 10,140 | 0.23% | 10q | +1.9%+$8.9K |
| Venture Visionary Partners LLC | $451.0K | 9,702 | 0.01% | 23q | +6.9%+$29.3K |
| CoreCap Advisors, LLC | $443.8K | 9,545 | 0.01% | 11q | +3.6%+$15.6K |
| TITLEIST ASSET MANAGEMENT, LLC | $442.3K | 9,514 | 0.03% | 11q | -2.5%-$11.5K |
| Graves Light Lenhart Wealth, Inc. | $419.4K | 9,022 | 0.04% | 32q | -1.6%-$6.8K |
| Roxbury Financial LLC | $413.5K | 8,895 | 0.32% | 8q | HELD |
| Apella Capital, LLC | $392.4K | 8,552 | 0.00% | 3q | +3.9%+$14.7K |
| ARMSTRONG ADVISORY GROUP, INC | $377.6K | 8,123 | 0.02% | 16q | HELD |
| Wedmont Private Capital | $338.2K | 7,267 | 0.01% | 12q | -2.3%-$7.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $317.3K | 6,826 | 0.00% | 3q | -1.3%-$4.2K |
| Versant Capital Management, Inc | $309.6K | 6,646 | 0.03% | 32q | -8.8%-$30.0K |
| PARK NATIONAL CORP /OH/ | $282.6K | 6,078 | 0.01% | 3q | +445.1%+$230.7K |
| Allen Mooney & Barnes Investment Advisors LLC | $274.3K | 5,900 | 0.04% | new | NEW |
| Valeo Financial Advisors, LLC | $266.6K | 5,735 | 0.01% | 5q | +2.5%+$6.5K |
| Investment Partners Asset Management, Inc. | $232.3K | 4,997 | 0.13% | 3q | HELD |
| Koenig Investment Advisory, LLC | $209.2K | 4,500 | 0.15% | 4q | HELD |
| Mallini Complete Financial Planning LLC | $208.2K | 4,479 | 0.15% | 8q | HELD |
| Coastline Trust Co | $205.1K | 4,411 | 0.02% | 9q | HELD |
| Dakota Community Bank & Trust NA | $168.6K | 3,627 | 0.48% | 16q | HELD |
| GAMMA Investing LLC | $167.6K | 3,605 | 0.01% | 12q | +18.0%+$25.5K |
| Bank of New Hampshire | $142.4K | 3,062 | 0.03% | 19q | HELD |
| Retirement Wealth Solutions LLC | $139.5K | 3,000 | 0.07% | 7q | +13536.4%+$138.4K |
| AMERICAN NATIONAL BANK & TRUST | $130.2K | 2,800 | 0.01% | 8q | -26.3%-$46.5K |
| Rosenberg Matthew Hamilton | $125.8K | 2,706 | 0.02% | 20q | -2.2%-$2.8K |
| FIRST COMMUNITY TRUST NA | $93.2K | 2,004 | 0.03% | new | NEW |
| Trust Co | $82.6K | 1,776 | 0.01% | 32q | +10.2%+$7.7K |
| BURKETT FINANCIAL SERVICES, LLC | $63.3K | 1,362 | 0.02% | 12q | HELD |
| Byrne Asset Management LLC | $50.9K | 1,100 | 0.03% | 20q | HELD |
| Planning Strategies Inc. | $41.3K | 889 | 0.02% | 2q | HELD |
| Sarver Vrooman Wealth Advisors | $36.5K | 786 | 0.02% | 7q | HELD |
| Quintet Private Bank (Europe) S.A. | $28.0K | 600 | 0.00% | 16q | +100.0%+$14.0K |
| GK Wealth Management LLC | $24.9K | 536 | 0.01% | new | NEW |
| Border to Coast Pensions Partnership Ltd | $24.0K | 515,000 | 0.33% | 19q | -17.6%-$5.1K |
| GILPIN WEALTH MANAGEMENT, LLC | $23.3K | 502 | 0.02% | 4q | -3.8% |
| Bullock Wealth Management Group | $13.8K | 298 | 0.01% | 11q | HELD |
| JACOBS & CO/CA | $11.0K | 237,653 | 0.95% | 32q | -3.5% |
| Grove Bank & Trust | $8.6K | 185 | 0.00% | 29q | HELD |
| Miller Global Investments, LLC | $8.3K | 178 | 0.01% | 3q | HELD |
| NEVILLE RODIE & SHAW INC | $649 | 13,973 | 0.04% | 32q | HELD |
| CX Institutional | $116 | 2,502 | 0.00% | 7q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-08 | 2026-09-07 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 65 | $99.9M | 2,149,213 | 3 | 24 | 16 | 0.0% |
| Q2 2026 | 1,540 | $61.4B | 1,095,720,137 | 103 | 498 | 473 | 2.2% |
| Q1 2026 | 1,508 | $58.6B | 1,053,046,063 | 136 | 442 | 506 | 2.4% |
| Q4 2025 | 1,454 | $53.1B | 1,075,401,593 | 74 | 467 | 458 | 2.8% |
| Q3 2025 | 1,423 | $57.2B | 1,101,771,533 | 112 | 441 | 452 | 2.8% |
| Q2 2025 | 1,403 | $59.0B | 1,271,497,627 | 92 | 453 | 443 | 2.1% |
| Q1 2025 | 1,387 | $51.3B | 1,102,294,328 | 109 | 454 | 435 | 1.8% |
| Q4 2024 | 1,357 | $48.9B | 1,127,199,239 | 99 | 419 | 427 | 2.1% |
| Q3 2024 | 1,276 | $46.4B | 1,114,410,930 | 116 | 444 | 405 | 2.0% |
| Q2 2024 | 1,245 | $40.4B | 1,112,068,616 | 95 | 431 | 398 | 2.0% |
| Q1 2024 | 1,226 | $40.4B | 1,091,215,580 | 116 | 415 | 403 | 1.9% |
| Q4 2023 | 1,206 | $40.5B | 1,089,414,122 | 87 | 354 | 448 | 2.6% |
| Q3 2023 | 1,169 | $38.0B | 1,106,850,654 | 73 | 446 | 384 | 2.7% |
| Q2 2023 | 1,195 | $39.8B | 1,024,192,211 | 61 | 362 | 433 | 3.5% |
| Q1 2023 | 1,202 | $41.5B | 1,029,297,126 | 75 | 420 | 393 | 3.0% |
| Q4 2022 | 1,220 | $43.0B | 1,030,164,858 | 82 | 401 | 377 | 6.0% |
| Q3 2022 | 1,178 | $40.2B | 1,032,518,386 | 53 | 434 | 353 | 4.2% |
| Q2 2022 | 1,229 | $45.1B | 1,027,391,012 | 104 | 436 | 338 | 3.6% |
| Q1 2022 | 1,213 | $48.2B | 1,011,801,858 | 116 | 452 | 327 | 3.1% |
| Q4 2021 | 1,192 | $40.8B | 986,786,570 | 101 | 415 | 314 | 5.2% |
| Q3 2021 | 1,097 | $41.8B | 1,005,188,326 | 65 | 402 | 316 | 4.2% |
| Q2 2021 | 1,121 | $41.0B | 990,655,592 | 117 | 423 | 309 | 2.8% |
| Q1 2021 | 1,056 | $37.5B | 1,005,723,038 | 116 | 382 | 318 | 1.7% |
| Q4 2020 | 1,022 | $34.2B | 1,042,537,838 | 79 | 290 | 394 | 1.8% |
| Q3 2020 | 951 | $31.6B | 1,064,094,795 | 48 | 285 | 366 | 1.7% |
| Q2 2020 | 974 | $33.8B | 1,094,612,333 | 76 | 292 | 400 | 1.5% |
| Q1 2020 | 978 | $33.6B | 1,135,225,021 | 52 | 324 | 409 | 1.8% |
| Q4 2019 | 1,106 | $45.8B | 1,133,841,140 | 86 | 330 | 345 | 1.2% |
| Q3 2019 | 992 | $39.7B | 1,113,709,151 | 53 | 356 | 305 | 1.1% |
| Q2 2019 | 1,010 | $41.5B | 1,131,715,571 | 79 | 369 | 299 | 1.0% |
| Q1 2019 | 1,014 | $38.7B | 1,160,301,785 | 109 | 325 | 328 | 1.0% |
| Q4 2018 | 969 | $36.6B | 1,165,347,972 | 7 | 23 | 15 | 0.6% |