EnerSys Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.35 M | $545.62 M | 100.00% | 13.31% |
| VANGUARD GROUP INC | 11/13/2024 | 4.58 M | $467.02 M | 4.18% | 11.39% |
| STATE STREET CORP | 11/14/2024 | 1.47 M | $150.50 M | 0.93% | 3.67% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.46 M | $149.46 M | -3.08% | 3.65% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 1.31 M | $133.58 M | 0.11% | 3.26% |
| INVESCO LTD. | 11/12/2024 | 1.26 M | $128.90 M | 4.98% | 3.14% |
| EARNEST PARTNERS LLC | 11/14/2024 | 1.13 M | $115.53 M | -3.12% | 2.82% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 946,260 | $96.58 M | 1.22% | 2.36% |
| DEPRINCE RACE & ZOLLO INC | 11/14/2024 | 906,269 | $92.48 M | 40.19% | 2.26% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 769,493 | $78.17 M | -15.28% | 1.92% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 753,058 | $76.85 M | -13.49% | 1.87% |
| ACK ASSET MANAGEMENT LLC | 11/13/2024 | 715,000 | $72.97 M | 0.00% | 1.78% |
| HILL CITY CAPITAL, LP | 11/14/2024 | 657,500 | $67.10 M | 0.00% | 1.64% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 608,898 | $62.14 M | -1.34% | 1.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 594,387 | $60.66 M | 1.60% | 1.48% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 587,022 | $59.85 M | -7.87% | 1.46% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 575,014 | $58.68 M | -18.06% | 1.43% |
| BOSTON PARTNERS | 11/12/2024 | 574,770 | $58.56 M | -8.31% | 1.43% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 11/05/2024 | 553,052 | $56.44 M | -1.51% | 1.38% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 472,773 | $48.25 M | 78.91% | 1.18% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 11/14/2024 | 462,500 | $47.20 M | 12.15% | 1.15% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 425,285 | $43.40 M | 8.74% | 1.06% |
| MORGAN STANLEY | 11/14/2024 | 394,103 | $40.22 M | 25.94% | 0.98% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 330,006 | $33.68 M | -10.99% | 0.82% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2024 | 312,329 | $31.87 M | -10.23% | 0.78% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 271,676 | $27.72 M | -9.79% | 0.68% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 241,717 | $24.55 M | 100.00% | 0.60% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 229,965 | $23.47 M | 33.42% | 0.57% |
| ROYAL BANK OF CANADA | 11/14/2024 | 226,291 | $23.09 M | -8.31% | 0.56% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 225,640 | $23.03 M | -16.60% | 0.56% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 223,507 | $22.81 M | -21.21% | 0.56% |
| SCOPIA CAPITAL MANAGEMENT LP | 11/14/2024 | 206,140 | $21.04 M | -4.80% | 0.51% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 201,748 | $20.59 M | -43.19% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 193,724 | $19.77 M | 0.90% | 0.48% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/24/2024 | 190,373 | $19.43 M | -0.44% | 0.47% |
| BARCLAYS PLC | 11/19/2024 | 184,110 | $18.79 M | 87.16% | 0.46% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 180,970 | $18.47 M | -9.79% | 0.45% |
| GLENMEDE TRUST CO NA | 11/13/2024 | 167,314 | $17.07 M | -1.37% | 0.42% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 161,117 | $16.44 M | -0.73% | 0.40% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 154,556 | $15.77 M | -0.44% | 0.38% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 153,227 | $15.64 M | -4.24% | 0.38% |
| SHELLBACK CAPITAL, LP | 11/14/2024 | 149,035 | $15.21 M | 10.11% | 0.37% |
| JPMORGAN CHASE & CO | 12/26/2024 | 140,374 | $14.33 M | -0.99% | 0.35% |
| FMR LLC | 11/13/2024 | 137,003 | $13.98 M | 41.56% | 0.34% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11/13/2024 | 135,668 | $13.85 M | 100.93% | 0.34% |
| RHUMBLINE ADVISERS | 11/12/2024 | 134,106 | $13.69 M | -3.89% | 0.33% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 129,281 | $13.19 M | 25.57% | 0.32% |
| VULCAN VALUE PARTNERS, LLC | 11/13/2024 | 120,533 | $12.30 M | -12.98% | 0.30% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 109,930 | $11.22 M | 13.04% | 0.27% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 109,355 | $11.16 M | -42.62% | 0.27% |
EnerSysinstitutional Ownership - FAQ's
During the previous two years, 486 institutional investors and hedge funds held shares of EnerSys. The most heavily invested institutionals were:
CVA Family Office, LLC: 0
SG Americas Securities, LLC: 0
FIRST FINANCIAL CORP /IN/: 0
BlackRock Funding, Inc. /DE: 5.35 M
VANGUARD GROUP INC: 4.58 M
STATE STREET CORP: 1.47 M
91.57% of EnerSys stock is owned by institutional investors.
Institutional investors have bought a total of 51.63 M shares in the last 24 months. This purchase volume represents approximately $5.07 B in transactions.