Enerpac Tool Group Ownership | Who Owns Enerpac Tool Group?
Enerpac Tool Group Ownership Summary
Enerpac Tool Group is owned by 98.57% institutional investors, 1.38% insiders, and 0.05% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.86% of EPAC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.14% of its assets in Enerpac Tool Group shares.
EPAC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Enerpac Tool Group | 98.57% | 1.38% | 0.05% |
| Sector | Industrials Stocks | 65.59% | 16.77% | 17.64% |
| Industry | Industrial Machinery Stocks | 136.99% | 12.25% | -49.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.32M | 15.86% | $298.27M |
| Blackrock | 8.25M | 15.19% | $314.84M |
| Vanguard group | 5.77M | 10.89% | $220.64M |
| Neuberger berman group | 4.65M | 8.87% | $166.69M |
| Kayne anderson rudnick investment management | 3.03M | 5.78% | $108.71M |
| Capital investors | 2.54M | 4.84% | $90.93M |
| Vanguard capital management | 2.31M | 4.41% | $82.95M |
| State street | 2.29M | 4.38% | $82.23M |
| Dimensional fund advisors lp | 1.31M | 2.50% | $47.03M |
| Geode capital management | 1.31M | 2.50% | $46.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southernsun asset management | 850.18K | 4.10% | $30.49M |
| Roubaix capital | 129.50K | 1.67% | $4.64M |
| Mesirow institutional investment management | 323.97K | 1.02% | $13.31M |
| Expect equity | 29.40K | 0.68% | $1.05M |
| Champlain investment partners | 718.71K | 0.66% | $25.77M |
| Moody aldrich partners | 86.42K | 0.56% | $3.10M |
| Cooke & bieler lp | 1.28M | 0.53% | $46.06M |
| Chesapeake capital corp /il/ | 11.92K | 0.50% | $489.88K |
| Mqs management | 9.30K | 0.41% | $333.36K |
| Leeward investments, llc - ma | 238.31K | 0.39% | $8.55M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 600.44K | 0.00% | 600.44K |
| Blackrock funding, inc. /de | 8.32M | 0.00% | 566.22K |
| Citadel advisors | 491.74K | 0.00% | 323.89K |
| Glenmede trust co na | 325.60K | 0.05% | 306.13K |
| Neuberger berman group | 4.65M | 0.11% | 198.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | - | - | -1.24M |
| T. rowe price investment management | - | - | -1.05M |
| Thrivent financial for lutherans | 39.48K | 0.00% | -917.03K |
| Capital investors | 2.54M | 0.02% | -757.63K |
| Kayne anderson rudnick investment management | 3.03M | 0.34% | -697.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 600.44K | 0.00% | 600.44K | $21.53M |
| Roubaix capital | 129.50K | 1.67% | 129.50K | $4.64M |
| Lazard asset management | 116.14K | 0.01% | 116.14K | $4.16M |
| Norges bank | 98.80K | 0.00% | 98.80K | $3.54M |
| Penn capital management company | 28.15K | 0.06% | 28.15K | $1.01M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Dunhill financial | -1.00 |
| Pfs partners | -2.00 |
| Abound wealth management | -4.00 |
| Hexagon capital partners | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 277 | 8.20% | 51,681,835 | 0.05% | 98 | 1.02% | 163 | 20.74% | 79 | -9.20% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.14M | 6.14% | 2.11K |
| Neuberger Genesis Inv | 2.63M | 5.15% | 81.97K |
| Neuberger Berman Genesis Inv | 1.92M | 3.57% | 18.83K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.64M | 3.21% | 9.47K |
| Vanguard Total Stock Mkt Idx Inv | 1.63M | 3.19% | -70.06K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.63M | 3.19% | -70.06K |
| Vanguard US Total Market Shares ETF | 1.69M | 3.11% | 1.50K |
| American Funds SMALLCAP World A | 1.57M | 3.06% | -2.04M |
| iShares Russell 2000 ETF | 1.30M | 2.55% | -23.14K |
| Virtus KAR Small-Cap Growth I | 1.28M | 2.48% | -265.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 23, 2026 | Cunningham Danny L | - | Sell | $100.65K |
| Jul 23, 2026 | Ferland E James Jr | - | Sell | $100.65K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
EPAC Ownership FAQ
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