Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ENPH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 22.2M | $839.5M | +10.9% | 16.846% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.7M | $365.2M | — | 7.329% | 0.02% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.0M | $225.2M | -15.9% | 4.519% | 0.03% |
| 4 | Alyeska Investment Group, L.P. | 5.8M | $221.0M | +823.9% | 4.435% | 0.63% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $214.3M | — | 4.300% | 0.01% |
| 6 | TWO SIGMA INVESTMENTS, LP | 5.7M | $213.9M | +80.3% | 4.293% | 0.17% |
| 7 | STATE STREET CORP | 4.6M | $173.8M | +0.6% | 3.488% | 0.01% |
| 8 | CITADEL ADVISORS LLC | 4.3M | $163.7M | -23.4% | 3.284% | 0.08% |
| 9 | Invesco Ltd. | 3.7M | $139.2M | +16.6% | 2.794% | 0.02% |
| 10 | Holocene Advisors, LP | 3.4M | $127.1M | -2.5% | 2.550% | 0.31% |
| 11 | UBS Group AG | 3.3M | $125.7M | -37.7% | 2.523% | 0.02% |
| 12 | MORGAN STANLEY | 2.9M | $110.7M | -26.9% | 2.222% | 0.01% |
| 13 | D. E. Shaw & Co., Inc. | 2.9M | $108.3M | -41.7% | 2.173% | 0.10% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $97.9M | +3.2% | 1.965% | 0.01% |
| 15 | BAILLIE GIFFORD & CO | 2.5M | $94.3M | -3.6% | 1.893% | 0.10% |
| 16 | GILDER GAGNON HOWE & CO LLC | 2.1M | $81.2M | +6429.5% | 1.629% | 0.97% |
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.0M | $75.0M | +23.5% | 1.505% | 0.06% |
| 18 | FIRST TRUST ADVISORS LP | 1.8M | $69.4M | +42.4% | 1.392% | 0.05% |
| 19 | COATUE MANAGEMENT LLC | 1.6M | $62.3M | — | 1.250% | 0.21% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $56.0M | +11.4% | 1.124% | 0.01% |
| 21 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $55.4M | +12530.4% | 1.111% | 0.01% |
| 22 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $51.5M | +37.8% | 1.033% | 0.01% |
| 23 | FEDERATED HERMES, INC. | 1.3M | $49.4M | -7.5% | 0.991% | 0.08% |
| 24 | Point72 Asset Management, L.P. | 1.1M | $42.9M | -48.4% | 0.861% | 0.06% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $42.0M | +79.2% | 0.844% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ENPH — a direct measure of their conviction.
Filings activity in ENPH during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 480 | +5.5% | 70.91% | +6.66 pp | $5.10B | +10% |
| Q4 2025 | 455 | 2.8% | 64.25% | 5.15 pp | $4.62B | 7.4% |
| Q3 2025 | 468 | 8.1% | 69.40% | 10.77 pp | $4.99B | 13% |
| Q2 2025 | 509 | 10% | 80.17% | 28.15 pp | $5.77B | 26% |
| Q1 2025 | 567 | 5.7% | 108.32% | 7.16 pp | $7.79B | 6.2% |
| Q4 2024 | 601 | 13% | 115.48% | 62.52 pp | $8.31B | 35% |
| Q3 2024 | 689 | +1.8% | 178.00% | +6.45 pp | $12.81B | +3.8% |
| Q2 2024 | 677 | — | 171.55% | — | $12.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ENPH stock.
Based on Q1 2026 13F filings, institutional ownership of Enphase Energy, Inc. stands at 70.9%, held across 480 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ENPH, with approximately 22,202,913 shares worth $0.84B as of Q1 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of ENPH, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, COATUE MANAGEMENT LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for ENPH is 83 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
103 institutions opened new positions in ENPH during Q1 2026, while 78 fully exited. 272 added to existing positions and 101 trimmed.
ENPH institutional ownership rose by 6.66 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 52.6% of all reported 13F value in ENPH, and the top 25 account for 74.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Enphase Energy, Inc. (ENPH) Institutional Ownership