Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EPAC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.8M | $282.7M | -0.1% | 14.687% | 0.00% |
| 2 | Neuberger Berman Group LLC | 4.4M | $162.3M | +5.6% | 8.431% | 0.12% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.7M | $136.0M | -5.5% | 7.066% | 0.40% |
| 4 | Capital International Investors | 3.3M | $120.1M | -27.3% | 6.240% | 0.03% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | $108.9M | β | 5.657% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $86.4M | β | 4.491% | 0.00% |
| 7 | STATE STREET CORP | 2.2M | $79.9M | +0.3% | 4.153% | 0.00% |
| 8 | COOKE & BIELER LP | 1.8M | $64.5M | +12.2% | 3.353% | 0.73% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $47.5M | -3.3% | 2.466% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $46.2M | -1.2% | 2.398% | 0.00% |
| 11 | Capital World Investors | 1.2M | $45.1M | β | 2.343% | 0.01% |
| 12 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 954K | $34.8M | -40.3% | 1.808% | 0.11% |
| 13 | Champlain Investment Partners, LLC | 788K | $28.8M | -35.9% | 1.494% | 0.36% |
| 14 | BROWN ADVISORY INC | 760K | $27.7M | -12.0% | 1.441% | 0.05% |
| 15 | D. E. Shaw & Co., Inc. | 715K | $26.1M | +29.3% | 1.355% | 0.02% |
| 16 | JENNISON ASSOCIATES LLC | 680K | $24.8M | +2.5% | 1.288% | 0.02% |
| 17 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 665K | $24.2M | +10.7% | 1.260% | 3.51% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 602K | $21.9M | -0.4% | 1.140% | 0.00% |
| 19 | NORTHERN TRUST CORP | 534K | $19.5M | +2.0% | 1.012% | 0.00% |
| 20 | MORGAN STANLEY | 480K | $17.5M | -18.2% | 0.910% | 0.00% |
| 21 | BAMCO INC /NY/ | 448K | $16.3M | +0.3% | 0.848% | 0.05% |
| 22 | Qube Research & Technologies Ltd | 406K | $14.8M | -12.2% | 0.769% | 0.02% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 368K | $13.4M | β | 0.697% | 0.00% |
| 24 | Bank of New York Mellon Corp | 367K | $13.4M | -27.2% | 0.695% | 0.00% |
| 25 | MILLENNIUM MANAGEMENT LLC | 363K | $13.2M | +186.1% | 0.688% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EPAC β a direct measure of their conviction.
Filings activity in EPAC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EPAC position in Q1 2026
Institutions that fully closed their EPAC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 253 | +0.0% | 96.04% | 7.47 pp | $1.78B | 7.2% |
| Q4 2025 | 253 | +5.4% | 103.51% | 9.67 pp | $1.91B | 8.5% |
| Q3 2025 | 240 | 9.4% | 113.18% | +1.72 pp | $2.09B | +1.5% |
| Q2 2025 | 265 | +5.2% | 111.46% | 14.62 pp | $2.06B | 12% |
| Q1 2025 | 252 | +5.0% | 126.08% | +10.54 pp | $2.33B | +9.1% |
| Q4 2024 | 240 | +4.3% | 115.54% | 0.51 pp | $2.14B | 0.4% |
| Q3 2024 | 230 | +4.1% | 116.05% | +8.38 pp | $2.15B | +7.8% |
| Q2 2024 | 221 | β | 107.67% | β | $1.99B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EPAC stock.
Based on Q1 2026 13F filings, institutional ownership of Enerpac Tool Group Corp. stands at 96.0%, held across 253 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EPAC, with approximately 7,751,266 shares worth $0.28B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of EPAC, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for EPAC is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in EPAC during Q1 2026, while 40 fully exited. 76 added to existing positions and 136 trimmed.
EPAC institutional ownership fell by 7.47 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 63.9% of all reported 13F value in EPAC, and the top 25 account for 83.1%.
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.
Enerpac Tool Group Corp. (EPAC) Institutional Ownership