Enerpac Tool Group Ownership | Who Owns Enerpac Tool Group?
Enerpac Tool Group Ownership Summary
Enerpac Tool Group is owned by 27.10% institutional investors, 1.36% insiders, and 71.55% 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 7.00% of its assets in Enerpac Tool Group shares.
EPAC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Enerpac Tool Group | 27.10% | 1.36% | 71.55% |
| Sector | Industrials Stocks | 49.74% | 15.78% | 34.48% |
| Industry | Industrial Machinery Stocks | 46.47% | 10.48% | 43.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.25M | 15.19% | $314.84M |
| Blackrock funding, inc. /de | 7.75M | 14.78% | $282.69M |
| Vanguard group | 5.77M | 10.89% | $220.64M |
| Neuberger berman group | 4.45M | 8.49% | $162.28M |
| Kayne anderson rudnick investment management | 3.73M | 7.11% | $135.99M |
| Capital investors | 3.29M | 6.28% | $120.11M |
| State street | 2.19M | 4.18% | $79.94M |
| Cooke & bieler lp | 1.77M | 3.38% | $64.54M |
| Dimensional fund advisors lp | 1.30M | 2.48% | $47.46M |
| Geode capital management | 1.27M | 2.41% | $46.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southernsun asset management | 664.87K | 3.51% | $24.25M |
| Expect equity | 29.40K | 1.03% | $1.07M |
| Mesirow institutional investment management | 323.97K | 1.02% | $13.31M |
| Kensington investment counsel | 58.18K | 1.00% | $2.39M |
| Cooke & bieler lp | 1.77M | 0.73% | $64.54M |
| Moody aldrich partners | 109.81K | 0.72% | $4.00M |
| Chesapeake capital corp /il/ | 11.92K | 0.50% | $489.88K |
| Leeward investments, llc - ma | 243.51K | 0.44% | $8.88M |
| Kayne anderson rudnick investment management | 3.73M | 0.40% | $135.99M |
| Champlain investment partners | 788.37K | 0.36% | $28.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 1.24M | 0.01% | 1.24M |
| Vanguard fiduciary trust | 368.03K | 0.00% | 368.03K |
| Loomis sayles & co l p | 282.94K | 0.01% | 282.94K |
| Millennium management | 363.27K | 0.01% | 236.30K |
| Neuberger berman group | 4.45M | 0.12% | 234.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 3.29M | 0.03% | -1.24M |
| T. rowe price investment management | - | - | -1.05M |
| Barrow hanley mewhinney & strauss | 954.09K | 0.11% | -644.66K |
| Champlain investment partners | 788.37K | 0.36% | -441.96K |
| Bessemer group | 266.48K | 0.02% | -338.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital world investors | 1.24M | 0.01% | 1.24M | $45.10M |
| Vanguard fiduciary trust | 368.03K | 0.00% | 368.03K | $13.42M |
| Loomis sayles & co l p | 282.94K | 0.01% | 282.94K | $10.32M |
| Norges bank | 159.00K | 0.00% | 159.00K | $6.53M |
| Moran wealth management | 127.91K | 0.14% | 127.91K | $4.66M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Pfs partners | -2.00 |
| Abound wealth management | -4.00 |
| Larson financial group | -6.00 |
| Hexagon capital partners | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 113 | -55.69% | 14,206,598 | -72.81% | 27 | 0.28% | 50 | -52.83% | 38 | -64.15% |
| Dec 31, 2025 | 188 | -22.63% | 48,133,401 | -9.56% | 90 | 0.94% | 69 | -37.27% | 84 | -12.50% |
| Sep 30, 2025 | 193 | -26.34% | 49,650,200 | -8.81% | 91 | 0.91% | 84 | -30.58% | 80 | -18.37% |
| Jun 30, 2025 | 261 | 2.35% | 53,334,492 | -3.45% | 98 | 0.96% | 121 | 5.22% | 97 | -1.02% |
| Mar 31, 2025 | 1 | -99.59% | 169,172 | -99.69% | - | 0.00% | 1 | -99.21% | - | -100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.61M | 7.00% | - |
| iShares Core S&P Small-Cap ETF | 3.22M | 6.24% | 753.00 |
| Neuberger Genesis Inv | 2.55M | 4.95% | 91.36K |
| Neuberger Berman Genesis Inv | 1.92M | 3.57% | 18.83K |
| Vanguard Total Stock Mkt Idx Inv | 1.69M | 3.28% | 14.96K |
| Vanguard US Total Market Shares ETF | 1.69M | 3.11% | 1.50K |
| Virtus KAR Small-Cap Growth I | 1.55M | 2.93% | -672.50K |
| iShares Russell 2000 ETF | 1.24M | 2.41% | 10.48K |
| Vanguard Small Cap Index | 1.22M | 2.37% | 17.39K |
| American Funds IS® Growth 1 | 924.09K | 1.79% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 16, 2025 | Sternlieb Paul | President and CEO | Sell | $118.80K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
EPAC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools