Enerpac Tool Group Ownership | Who Owns Enerpac Tool Group?
Enerpac Tool Group Ownership Summary
Enerpac Tool Group is owned by 90.85% institutional investors, 1.30% insiders, and 7.85% 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 6.83% of its assets in Enerpac Tool Group shares.
EPAC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Enerpac Tool Group | 90.85% | 1.30% | 7.85% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
| Industry | Industrial Machinery Stocks | 47.74% | 9.56% | 42.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.25M | 15.19% | $314.84M |
| Blackrock funding, inc. /de | 7.76M | 14.64% | $296.63M |
| Vanguard group | 5.77M | 10.89% | $220.64M |
| Kayne anderson rudnick investment management | 4.61M | 8.61% | $188.88M |
| Capital investors | 4.53M | 8.55% | $173.23M |
| Neuberger berman group | 3.82M | 7.13% | $156.49M |
| State street | 2.21M | 4.13% | $90.69M |
| Champlain investment partners | 1.92M | 3.59% | $78.69M |
| Barrow hanley mewhinney & strauss | 1.60M | 3.02% | $61.14M |
| Cooke & bieler lp | 1.58M | 2.98% | $60.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southernsun asset management | 632.02K | 3.36% | $25.91M |
| Expect equity | 29.40K | 1.18% | $1.21M |
| Mesirow institutional investment management | 323.97K | 1.02% | $13.31M |
| Kensington investment counsel | 58.18K | 1.00% | $2.39M |
| Grandeur peak global advisors | 179.44K | 0.99% | $7.36M |
| Cooke & bieler lp | 1.58M | 0.63% | $60.34M |
| Moody aldrich partners | 83.31K | 0.59% | $3.19M |
| Champlain investment partners | 1.92M | 0.59% | $78.69M |
| Chesapeake capital corp /il/ | 11.92K | 0.50% | $489.88K |
| Leeward investments, llc - ma | 249.08K | 0.48% | $9.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bessemer group | 605.20K | 0.04% | 568.97K |
| Neuberger berman group | 3.82M | 0.11% | 476.25K |
| Brown advisory | 448.33K | 0.02% | 448.33K |
| Champlain investment partners | 1.92M | 0.59% | 371.10K |
| Gw&k investment management | 785.27K | 0.26% | 201.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -1.05M |
| Invesco | 198.66K | 0.00% | -320.31K |
| Ameriprise financial | 541.59K | 0.01% | -280.65K |
| Rk capital management | - | - | -275.50K |
| Swedbank ab | - | - | -200.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brown advisory | 448.33K | 0.02% | 448.33K | $18.38M |
| Norges bank | 159.00K | 0.00% | 159.00K | $6.53M |
| Telemark asset management | 100.00K | 0.38% | 100.00K | $3.82M |
| Winton group | 86.80K | 0.11% | 86.80K | $3.32M |
| Arrowstreet capital, limited partnership | 55.63K | 0.00% | 55.63K | $2.28M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Hexagon capital partners | -10.00 |
| Covestor | -14.00 |
| Montag a & associates | -17.00 |
| Stephens consulting | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 110 | -52.59% | 23,201,668 | -57.10% | 42 | 0.43% | 55 | -47.62% | 33 | -62.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.61M | 6.83% | - |
| iShares Core S&P Small-Cap ETF | 3.21M | 6.08% | -427.90K |
| Neuberger Genesis Inv | 2.46M | 4.66% | 206.11K |
| Virtus KAR Small-Cap Growth I | 2.22M | 4.20% | -293.43K |
| Neuberger Berman Genesis Inv | 1.92M | 3.57% | 18.83K |
| Vanguard Total Stock Mkt Idx Inv | 1.68M | 3.18% | -34.09K |
| Vanguard US Total Market Shares ETF | 1.69M | 3.11% | 1.50K |
| iShares Russell 2000 ETF | 1.27M | 2.40% | -54.94K |
| Vanguard Small Cap Index | 1.20M | 2.27% | -117.00 |
| Champlain Small Company Fund, LLC | 1.13M | 2.15% | -69.97K |
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 |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 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