Enerpac Tool Group Ownership | Who Owns Enerpac Tool Group?
Enerpac Tool Group Ownership Summary
Enerpac Tool Group is owned by 0.31% institutional investors, 1.01% insiders, and 98.68% retail investors. Blackrock is the largest institutional shareholder, holding 15.19% of EPAC shares. American Funds SMALLCAP World A is the top mutual fund, with 7.65% of its assets in Enerpac Tool Group shares.
EPAC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Enerpac Tool Group | 0.31% | 1.01% | 98.68% |
| Sector | Industrials Stocks | 39.05% | 12.85% | 48.10% |
| Industry | Industrial Machinery Stocks | 44.32% | 9.61% | 46.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.25M | 15.19% | $314.84M |
| Blackrock funding, inc. /de | 7.99M | 14.79% | $324.21M |
| Vanguard group | 6.12M | 11.28% | $251.49M |
| Kayne anderson rudnick investment management | 4.64M | 8.59% | $188.39M |
| Capital investors | 4.13M | 7.63% | $167.36M |
| State street | 2.41M | 4.44% | $98.93M |
| Neuberger berman group | 2.19M | 4.04% | $89.94M |
| Barrow hanley mewhinney & strauss | 1.87M | 3.47% | $75.98M |
| Dimensional fund advisors lp | 1.52M | 2.80% | $62.33M |
| Geode capital management | 1.24M | 2.28% | $50.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southernsun asset management | 492.13K | 2.80% | $19.96M |
| Mesirow institutional investment management | 323.97K | 1.02% | $13.31M |
| Kensington investment counsel | 58.18K | 1.00% | $2.39M |
| Moody aldrich partners | 108.15K | 0.85% | $4.39M |
| Grandeur peak global advisors | 170.31K | 0.83% | $6.91M |
| 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 | 4.64M | 0.45% | $188.39M |
| Cooke & bieler lp | 1.06M | 0.43% | $42.90M |
| Kennedy capital management | 404.93K | 0.39% | $16.42M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Ubs group | 203.28K | 0.00% | 172.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | 1.22M | 0.32% | -831.88K |
| Kayne anderson rudnick investment management | 4.64M | 0.45% | -449.70K |
| Blackrock funding, inc. /de | 7.99M | 0.01% | -294.96K |
| Rk capital management | - | - | -275.50K |
| T. rowe price investment management | 1.05M | 0.03% | -253.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 159.00K | 0.00% | 159.00K | $6.53M |
| Tudor investment corp et al | 105.69K | 0.01% | 105.69K | $4.29M |
| Stifel financial | 73.26K | 0.00% | 73.26K | $3.01M |
| Exoduspoint capital management, lp | 47.66K | 0.02% | 47.66K | $1.93M |
| Brevan howard capital management lp | 34.77K | 0.01% | 34.77K | $1.41M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Hexagon capital partners | -10.00 |
| Parallel advisors | -11.00 |
| Covestor | -14.00 |
| Abich financial wealth management | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 1 | -99.59% | 169,172 | -99.69% | - | 0.00% | 1 | -99.21% | - | -100.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 4.13M | 7.65% | -221.15K |
| iShares Core S&P Small-Cap ETF | 3.23M | 5.99% | 488.00 |
| Virtus KAR Small-Cap Growth I | 2.83M | 5.25% | -319.00K |
| Neuberger Berman Genesis Inv | 1.92M | 3.57% | 18.83K |
| Vanguard Total Stock Mkt Idx Inv | 1.72M | 3.19% | -36.47K |
| Vanguard US Total Market Shares ETF | 1.69M | 3.11% | 1.50K |
| Vanguard Small Cap Index | 1.32M | 2.44% | -8.72K |
| iShares Russell 2000 ETF | 1.27M | 2.35% | -24.05K |
| Champlain Small Company Fund, LLC | 1.16M | 2.16% | 124.99K |
| Vanguard Small Cap Growth Index Inv | 738.21K | 1.37% | -1.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 12, 2025 | Ferland E James Jr | - | Sell | $173.14K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 1 |
| 2024 Q1 | - | - |
EPAC Ownership FAQ
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