Enerpac Tool Group Ownership | Who Owns Enerpac Tool Group?


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Enerpac Tool Group Ownership Summary


Enerpac Tool Group is owned by 99.54% institutional investors, 1.01% insiders. Blackrock is the largest institutional shareholder, holding 15.19% of EPAC shares. American Funds SMALLCAP World A is the top mutual fund, with 8.01% of its assets in Enerpac Tool Group shares.

EPAC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockEnerpac Tool Group99.54%1.01%-0.54%
SectorIndustrials Stocks 62.79%10.41%26.80%
IndustryIndustrial Machinery Stocks76.77%7.61%15.61%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock8.25M15.19%$314.84M
Vanguard group6.08M11.20%$232.10M
Capital investors4.35M8.01%$165.98M
Kayne anderson rudnick investment management4.03M7.43%$154.03M
Champlain investment partners3.13M5.76%$119.33M
Barrow hanley mewhinney & strauss2.38M4.38%$90.81M
Jennison associates2.17M4.00%$82.94M
State street2.06M3.79%$78.54M
T. rowe price investment management2.04M3.75%$77.75M
Neuberger berman group1.86M3.42%$70.97M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Southernsun asset management1.11M5.13%$42.51M
Mesirow institutional investment management302.68K1.01%$11.56M
Kensington investment counsel55.69K0.94%$2.13M
Moody aldrich partners116.81K0.87%$4.46M
Champlain investment partners3.13M0.73%$119.33M
Lisanti capital growth68.09K0.62%$2.60M
Leeward investments, llc - ma300.52K0.53%$11.47M
Cooke & bieler lp1.38M0.51%$52.88M
Kennedy capital management570.83K0.47%$21.79M
Chesapeake capital corp /il/9.30K0.47%$355.04K

Top Buyers

HolderShares% AssetsChange
Kayne anderson rudnick investment management4.03M0.38%2.73M
Neuberger berman group1.86M0.06%493.73K
Bamco inc /ny/410.37K0.04%410.37K
Norges bank272.62K0.00%272.62K
Moody aldrich partners116.81K0.87%116.81K

Top Sellers

HolderShares% AssetsChange
T. rowe price investment management2.04M0.05%-366.85K
Jennison associates2.17M0.05%-296.32K
Cooke & bieler lp1.38M0.51%-283.44K
Rk capital management---275.50K
Bank of new york mellon805.60K0.01%-190.28K

New Positions

HolderShares% AssetsChangeValue
Bamco inc /ny/410.37K0.04%410.37K$15.67M
Norges bank272.62K0.00%272.62K$10.41M
Moody aldrich partners116.81K0.87%116.81K$4.46M
Squarepoint ops81.35K0.01%81.35K$3.11M
Kensington investment counsel55.69K0.94%55.69K$2.13M

Sold Out

HolderChange
Covestor-14.00
Abich financial wealth management-19.00
Continuum advisory-47.00
Nelson, van denburg & campbell wealth management group-107.00
Family firm-411.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20242325.94%54,083,436-0.94%990.98%105-0.94%887.32%
Jun 30, 2024213-0.93%54,534,5153.44%1001.06%1037.29%80-10.11%
Mar 31, 20242159.69%52,719,815-0.07%971.04%961.05%8932.84%
Dec 31, 202319610.11%52,754,606-0.75%961.06%9537.68%67-12.99%
Sep 30, 2023178-3.26%53,152,217-2.74%951.04%69-13.75%7713.24%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds SMALLCAP World A4.35M8.01%-
iShares Core S&P Small-Cap ETF3.46M6.38%3.28K
Virtus KAR Small-Cap Growth I3.14M5.79%2.09M
Vanguard Total Stock Mkt Idx Inv1.68M3.09%-11.11K
iShares Russell 2000 ETF1.39M2.56%-3.12K
Champlain Small Company Fund, LLC1.37M2.52%-91.19K
Vanguard Small Cap Index1.36M2.51%2.65K
Champlain Small Company Adv1.25M2.31%-55.00K
Neuberger Berman Genesis Inv1.19M2.19%7.75K
Jennison SMid Cap Core Equity999.57K1.84%-706.00

Recent Insider Transactions


DateNameRoleActivityValue
Oct 22, 2024Ferland E James Jr-Sell$85.60K
Jul 10, 2024Ferland E James Jr-Sell$73.45K
Feb 08, 2022Ferland E James Jr-Sell$13.00K
Mar 29, 2022Dillon Ricky T EVP-Chief Financial OfficerSell$200.66K
Oct 26, 2021Ferland E James Jr-Buy$40.52K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2024 Q3-1
2024 Q1--
2023 Q4--
2023 Q3--

EPAC Ownership FAQ


Who Owns Enerpac Tool Group?

Enerpac Tool Group shareholders are primarily institutional investors at 99.54%, followed by 1.01% insiders and -0.55% retail investors. The average institutional ownership in Enerpac Tool Group's industry, Industrial Machinery Stocks, is 76.77%, which Enerpac Tool Group exceeds.

Who owns the most shares of Enerpac Tool Group?

Enerpac Tool Group’s largest shareholders are Blackrock (8.25M shares, 15.19%), Vanguard group (6.08M shares, 11.20%), and Capital investors (4.35M shares, 8.01%). Together, they hold 34.39% of Enerpac Tool Group’s total shares outstanding.

Does Blackrock own Enerpac Tool Group?

Yes, BlackRock owns 15.19% of Enerpac Tool Group, totaling 8.25M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 314.84M$. In the last quarter, BlackRock decreased its holdings by -75.986K shares, a -0.91% change.

Who is Enerpac Tool Group’s biggest shareholder by percentage of total assets invested?

Southernsun asset management is Enerpac Tool Group’s biggest shareholder by percentage of total assets invested, with 5.13% of its assets in 1.11M Enerpac Tool Group shares, valued at 42.51M$.

Who is the top mutual fund holder of Enerpac Tool Group shares?

American Funds SMALLCAP World A is the top mutual fund holder of Enerpac Tool Group shares, with 8.01% of its total shares outstanding invested in 4.35M Enerpac Tool Group shares.

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