ENERPAC TOOL GROUP CORP (EPAC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
257
Reporting holders
$1.8B
Reported value
97.9%
Of shares outstanding
0.0%
Held as options
+23
Holder change
Institutions report 50,086,737 shares against 51,137,646 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $298.3M | 8,317,488 | 0.00% | 8q | +7.3%+$20.3M |
| NEUBERGER BERMAN GROUP LLC | $166.7M | 4,648,312 | 0.11% | 26q | +4.5%+$7.1M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $108.7M | 3,031,635 | 0.34% | 10q | -18.7%-$25.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $107.6M | 3,000,634 | 0.00% | 2q | +0.5%+$538.4K |
| Capital International Investors | $90.9M | 2,535,759 | 0.02% | 15q | -23.0%-$27.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $83.0M | 2,313,166 | 0.00% | 2q | -2.4%-$2.1M |
| STATE STREET CORP | $82.2M | 2,294,879 | 0.00% | 26q | +4.7%+$3.7M |
| DIMENSIONAL FUND ADVISORS LP | $47.0M | 1,311,519 | 0.01% | 26q | +0.8%+$363.3K |
| GEODE CAPITAL MANAGEMENT, LLC | $47.0M | 1,310,074 | 0.00% | 26q | +3.5%+$1.6M |
| COOKE & BIELER LP | $46.1M | 1,284,544 | 0.53% | 27q | -27.4%-$17.4M |
| D. E. Shaw & Co., Inc. | $32.1M | 896,260 | 0.02% | 17q | +25.3%+$6.5M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $31.8M | 887,580 | 0.10% | 26q | -7.0%-$2.4M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $30.5M | 850,182 | 4.10% | 26q | +27.9%+$6.6M |
| BROWN ADVISORY INC | $26.7M | 744,132 | 0.04% | 4q | -2.1%-$583.7K |
| Champlain Investment Partners, LLC | $25.8M | 718,711 | 0.66% | 12q | -8.8%-$2.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.5M | 600,441 | 0.00% | 26q | HELD |
| Sixth Street Partners Management Company, L.P. | $21.5M | 600,441 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $20.0M | 556,846 | 0.00% | 26q | +4.2%+$811.2K |
| JENNISON ASSOCIATES LLC | $19.7M | 547,987 | 0.01% | 26q | -19.4%-$4.7M |
| MORGAN STANLEY | $18.1M | 505,706 | 0.00% | 26q | +5.3%+$911.3K |
| CITADEL ADVISORS LLC | $17.6M | 491,740 | 0.00% | 8q | +193.0%+$11.6M |
| BAMCO INC /NY/ | $16.0M | 445,669 | 0.02% | 9q | HELD |
| MILLENNIUM MANAGEMENT LLC | $14.8M | 412,758 | 0.01% | 5q | +13.6%+$1.8M |
| VANGUARD FIDUCIARY TRUST CO | $13.3M | 370,799 | 0.00% | 2q | +0.8%+$99.3K |
| Bank of New York Mellon Corp | $13.2M | 368,229 | 0.00% | 26q | HELD |
| Public Sector Pension Investment Board | $12.7M | 354,134 | 0.02% | 26q | +87.5%+$5.9M |
| Qube Research & Technologies Ltd | $12.3M | 342,471 | 0.01% | 16q | -15.6%-$2.3M |
| GLENMEDE TRUST CO NA | $11.7M | 325,595 | 0.05% | 7q | +1572.4%+$11.0M |
| LOOMIS SAYLES & CO L P | $11.4M | 318,218 | 0.01% | 2q | +12.5%+$1.3M |
| GOLDMAN SACHS GROUP INC | $11.0M | 307,410 | 0.00% | 26q | +5.1%+$532.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10.3M | 287,640 | 0.00% | 4q | +16.2%+$1.4M |
| Nuveen, LLC | $10.1M | 281,847 | 0.00% | 6q | +118.3%+$5.5M |
| WELLS FARGO & COMPANY/MN | $9.2M | 257,362 | 0.00% | 26q | -48.9%-$8.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.1M | 253,938 | 0.16% | 15q | +349.4%+$7.1M |
| SEGALL BRYANT & HAMILL, LLC | $9.0M | 252,043 | 0.11% | 14q | -4.3%-$404.3K |
| PRINCIPAL FINANCIAL GROUP INC | $9.0M | 252,009 | 0.00% | 25q | -2.4%-$219.6K |
| Point72 Asset Management, L.P. | $8.8M | 245,463 | 0.01% | 5q | +347.2%+$6.8M |
| Leeward Investments, LLC - MA | $8.5M | 238,308 | 0.39% | 18q | -2.1%-$186.5K |
| JPMORGAN CHASE & CO | $8.4M | 233,968 | 0.00% | 26q | +24.9%+$1.7M |
| SEI INVESTMENTS CO | $8.4M | 233,019 | 0.01% | 21q | +6.5%+$510.0K |
| UBS Group AG | $8.0M | 224,090 | 0.00% | 26q | +13.5%+$955.4K |
| TUDOR INVESTMENT CORP ET AL | $7.5M | 209,871 | 0.01% | 5q | +105.7%+$3.9M |
| Hillsdale Investment Management Inc. | $7.1M | 198,800 | 0.16% | 13q | +10.6%+$681.3K |
| FMR LLC | $6.7M | 188,178 | 0.00% | 26q | +278.6%+$5.0M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.7M | 187,374 | 0.02% | 15q | +3.6%+$236.3K |
| GAMCO INVESTORS, INC. ET AL | $6.6M | 184,150 | 0.06% | 26q | -2.1%-$143.4K |
| BANK OF AMERICA CORP /DE/ | $6.5M | 181,965 | 0.00% | 26q | +18.2%+$1.0M |
| Invesco Ltd. | $6.3M | 175,698 | 0.00% | 26q | -3.9%-$253.7K |
| CenterBook Partners LP | $6.1M | 169,175 | 0.30% | 5q | +202.3%+$4.1M |
| TWO SIGMA INVESTMENTS, LP | $5.9M | 165,622 | 0.00% | 3q | +1.2%+$69.8K |
| VOYA INVESTMENT MANAGEMENT LLC | $5.9M | 163,732 | 0.01% | 26q | +13.5%+$698.3K |
| Trexquant Investment LP | $5.9M | 163,416 | 0.03% | 5q | +17.9%+$891.0K |
| Squarepoint Ops LLC | $5.0M | 140,524 | 0.01% | 2q | +403.9%+$4.0M |
| Jump Financial, LLC | $5.0M | 139,794 | 0.04% | 2q | +77.2%+$2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.8M | 132,867 | 0.00% | 26q | -13.8%-$761.0K |
| Roubaix Capital, LLC | $4.6M | 129,503 | 1.67% | new | NEW |
| RHUMBLINE ADVISERS | $4.6M | 128,402 | 0.00% | 27q | -11.3%-$586.8K |
| Moran Wealth Management, LLC | $4.4M | 121,583 | 0.12% | 2q | -4.9%-$227.0K |
| Legal & General Group Plc | $4.3M | 120,952 | 0.00% | 26q | -1.7%-$76.6K |
| Connor, Clark & Lunn Investment Management Ltd. | $4.3M | 118,536 | 0.01% | 3q | +73.3%+$1.8M |
| LAZARD ASSET MANAGEMENT LLC | $4.2M | 116,138 | 0.01% | new | NEW |
| AMERIPRISE FINANCIAL INC | $4.0M | 112,085 | 0.00% | 26q | -51.8%-$4.3M |
| Swiss National Bank | $3.7M | 103,800 | 0.00% | 26q | -0.6%-$21.5K |
| NORGES BANK | $3.5M | 98,800 | 0.00% | new | NEW |
| FIRST TRUST ADVISORS LP | $3.5M | 98,799 | 0.00% | 15q | +97.1%+$1.7M |
| BNP PARIBAS FINANCIAL MARKETS | $3.4M | 96,018 | 0.00% | 7q | +522.6%+$2.9M |
| Y-Intercept (Hong Kong) Ltd | $3.4M | 95,152 | 0.07% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $3.4M | 94,885 | 0.00% | 15q | -16.6%-$679.5K |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 90,731 | 0.00% | 9q | -16.9%-$660.0K |
| ExodusPoint Capital Management, LP | $3.2M | 89,538 | 0.02% | 5q | +33.0%+$795.8K |
| AQR CAPITAL MANAGEMENT LLC | $3.2M | 88,034 | 0.00% | 19q | +129.9%+$1.8M |
| Moody Aldrich Partners LLC | $3.1M | 86,419 | 0.56% | 9q | -21.3%-$838.9K |
| GABELLI FUNDS LLC | $2.9M | 81,700 | 0.02% | 8q | +43.3%+$885.7K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2.8M | 77,967 | 0.05% | 9q | +25.0%+$560.0K |
| ALLIANCEBERNSTEIN L.P. | $2.7M | 73,442 | 0.00% | 26q | HELD |
| HEARTLAND ADVISORS INC | $2.5M | 70,402 | 0.11% | 25q | -34.3%-$1.3M |
| MARSHALL WACE, LLP | $2.4M | 67,699 | 0.00% | 4q | -62.8%-$4.1M |
| DEUTSCHE BANK AG\ | $2.1M | 57,739 | 0.00% | 26q | +16.2%+$288.4K |
| Engineers Gate Manager LP | $2.0M | 55,038 | 0.03% | 5q | -67.4%-$4.1M |
| MARTINGALE ASSET MANAGEMENT L P | $1.9M | 53,699 | 0.05% | 2q | +11.7%+$201.6K |
| PRUDENTIAL FINANCIAL INC | $1.9M | 53,617 | 0.00% | 26q | -2.6%-$50.7K |
| XTX Topco Ltd | $1.8M | 50,188 | 0.02% | 5q | -35.1%-$975.1K |
| Balyasny Asset Management L.P. | $1.7M | 48,678 | 0.00% | 2q | +235.8%+$1.2M |
| Vident Advisory, LLC | $1.7M | 46,874 | 0.01% | 2q | +10.7%+$162.4K |
| Louisiana State Employees Retirement System | $1.7M | 46,000 | 0.01% | 26q | +96.6%+$817.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.6M | 43,739 | 0.00% | 2q | +12.2%+$170.1K |
| BARCLAYS PLC | $1.4M | 38,522 | 0.00% | 18q | +36.7%+$370.8K |
| Entropy Technologies, LP | $1.3M | 37,068 | 0.05% | 4q | +90.4%+$631.1K |
| KLP KAPITALFORVALTNING AS | $1.3M | 35,800 | 0.00% | 7q | +200.8%+$857.1K |
| Daiwa Securities Group Inc. | $1.3M | 35,662 | 0.00% | 10q | -13.8%-$204.3K |
| Quadrature Capital Ltd | $1.2M | 34,795 | 0.01% | 3q | +56.3%+$449.4K |
| VICTORY CAPITAL MANAGEMENT INC | $1.2M | 32,716 | 0.00% | 22q | +20.8%+$201.8K |
| TWINBEECH CAPITAL LP | $1.1M | 31,183 | 0.20% | 2q | +408.4%+$898.3K |
| Creative Planning | $1.1M | 30,637 | 0.00% | 2q | +326.5%+$841.0K |
| State of Tennessee, Department of Treasury | $1.1M | 30,296 | 0.00% | 27q | +3.4%+$36.1K |
| MetLife Investment Management, LLC | $1.1M | 30,097 | 0.00% | 26q | +3.4%+$35.8K |
| Expect Equity LLC | $1.1M | 29,398 | 0.68% | 7q | -50.0%-$1.1M |
| Penn Capital Management Company, LLC | $1.0M | 28,154 | 0.06% | new | NEW |
| Illinois Municipal Retirement Fund | $974.5K | 27,176 | 0.01% | 12q | -9.1%-$97.3K |
| CITIGROUP INC | $972.0K | 27,105 | 0.00% | 26q | +229.9%+$677.3K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Kayne Anderson Rudnick Investment Management, LLC | 5.9% |
| 2026-08-12 | 13G/A | Capital International Investors | 4.9% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 257 | $1.8B | 50,086,737 | 50 | 101 | 71 | 0.0% |
| Q1 2026 | 234 | $1.8B | 49,574,875 | 33 | 84 | 70 | 0.0% |
| Q4 2025 | 230 | $1.9B | 49,549,804 | 35 | 59 | 88 | 0.0% |
| Q3 2025 | 219 | $2.1B | 51,203,682 | 26 | 69 | 82 | 0.0% |
| Q2 2025 | 238 | $2.1B | 51,391,421 | 33 | 69 | 85 | 0.0% |
| Q1 2025 | 234 | $2.3B | 52,318,955 | 32 | 72 | 87 | 0.0% |
| Q4 2024 | 221 | $2.1B | 52,204,880 | 39 | 67 | 67 | 0.0% |
| Q3 2024 | 207 | $2.2B | 51,785,724 | 34 | 55 | 75 | 0.0% |
| Q2 2024 | 196 | $2.0B | 52,027,253 | 29 | 56 | 76 | 0.0% |
| Q1 2024 | 189 | $1.8B | 51,309,572 | 29 | 54 | 73 | 0.1% |
| Q4 2023 | 169 | $1.5B | 49,342,249 | 24 | 54 | 51 | 0.2% |
| Q3 2023 | 151 | $1.3B | 49,286,749 | 10 | 39 | 62 | 0.0% |
| Q2 2023 | 154 | $1.4B | 50,290,346 | 15 | 51 | 55 | 0.0% |
| Q1 2023 | 148 | $1.3B | 49,182,940 | 14 | 51 | 49 | 0.0% |
| Q4 2022 | 145 | $1.1B | 45,030,143 | 30 | 36 | 47 | 0.0% |
| Q3 2022 | 169 | $1.0B | 56,307,478 | 31 | 50 | 61 | 0.0% |
| Q2 2022 | 145 | $1.1B | 59,205,493 | 16 | 36 | 53 | 0.0% |
| Q1 2022 | 147 | $1.3B | 61,287,266 | 17 | 58 | 39 | 0.0% |
| Q4 2021 | 146 | $1.2B | 59,298,745 | 17 | 40 | 52 | 0.1% |
| Q3 2021 | 148 | $1.2B | 59,591,661 | 22 | 35 | 47 | 0.1% |
| Q2 2021 | 140 | $1.6B | 60,796,222 | 14 | 32 | 50 | 0.0% |
| Q1 2021 | 141 | $1.6B | 60,760,250 | 15 | 49 | 48 | 0.0% |
| Q4 2020 | 143 | $1.4B | 61,587,858 | 17 | 31 | 56 | 0.1% |
| Q3 2020 | 140 | $1.1B | 60,753,138 | 10 | 41 | 47 | 0.0% |
| Q2 2020 | 159 | $1.1B | 59,742,034 | 33 | 49 | 49 | 0.1% |
| Q1 2020 | 149 | $1.0B | 61,311,384 | 140 | 2 | 5 | 0.0% |
| Q4 2019 | 12 | $46.4M | 1,782,534 | 11 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $20.2K | 922 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $22.9K | 922 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $22.5K | 922 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $19.4K | 922 | 0 | 0 | 0 | 0.0% |