Enphase EnergyENPH
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 473 institutions reported holding Enphase Energy Inc. (ENPH) in their 13F filings, down 16 from Q3 2025. 55 opened new positions and 88 sold out. The largest holders were BlackRock, Inc. ($641.5M), Vanguard Group Inc. ($523.4M) and State Street Corp. ($146.5M). 8 famous investors held it, including George Soros (0.2% of Soros Fund Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Enphase Energy Inc.
- CUSIP
- 29355A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $166.5M |
| Exits | 88 | $225.3M |
All 13F filers, Q3 2025 → Q4 2025: 21,979,842 shares bought and 20,767,733 shares sold, net +1,212,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| BlackRock, Inc. | 0.01% | Add +5.2% | 20,015,267 | $641.5M |
| Vanguard Group Inc. | 0.01% | Add +1.5% | 16,329,647 | $523.4M |
| State Street Corp. | 0.00% | Add +6.8% | 4,571,898 | $146.5M |
| Morgan Stanley | 0.01% | Add +53.4% | 4,005,142 | $128.4M |
| D. E. Shaw & Co. | 0.10% | Add +17.3% | 3,999,492 | $128.2M |
| UBS Group AG | 0.03% | Add +28.4% | 3,963,206 | $127.0M |
| Norges Bank | 0.01% | — | 3,687,686 | $118.2M |
| Holocene Advisors, LP | 0.23% | Add +5990.5% | 3,446,669 | $110.5M |
| Invesco Ltd. | 0.01% | Add +36.2% | 3,158,931 | $101.2M |
| Two Sigma Investments, LP | 0.15% | Add +6.8% | 2,963,704 | $95.0M |
| Two Sigma Advisers, LP | 0.16% | Reduce -0.0% | 2,631,109 | $84.3M |
| Baillie Gifford & Co. | 0.07% | Reduce -2.9% | 2,587,853 | $82.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 2,510,509 | $80.5M |
| Greenvale Capital LLP | 7.06% | New | 2,350,000 | $75.3M |
| Point72 Asset Management | 0.09% | Add +4277.2% | 1,664,096 | $53.3M |
| Schroder Investment Management Group | 0.04% | Add +56.8% | 1,606,093 | $51.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.0% | 1,573,931 | $50.4M |
| Voloridge Investment Management, LLC | 0.18% | Reduce -20.4% | 1,561,985 | $50.1M |
| Amundi | 0.01% | Add +32.6% | 1,513,919 | $48.5M |
| Susquehanna International Group, LLP | 0.06% | Reduce -36.5% | 1,475,157 | $47.3M |
| Citigroup Inc. | 0.03% | Reduce -19.9% | 1,432,968 | $45.9M |
| Federated Hermes, Inc. | 0.08% | Reduce -12.8% | 1,411,851 | $45.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.2% | 1,330,133 | $42.6M |
| Citadel Advisors | 0.03% | Add +112.8% | 1,305,015 | $41.8M |
| First Trust Advisors LP | 0.03% | Add +22.6% | 1,287,956 | $41.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +13.0% | 987,945 | $31.7M |
| SG Americas Securities, LLC | 0.04% | Add +73.9% | 965,670 | $30.9M |
| Barclays PLC | 0.01% | Reduce -3.7% | 963,515 | $30.9M |
| Renaissance Technologies | 0.04% | Reduce -66.4% | 897,094 | $28.8M |
| Canada Pension Plan Investment Board | 0.02% | Add +291.3% | 883,510 | $28.3M |
| Marshall Wace, LLP | 0.03% | Reduce -38.5% | 875,059 | $28.0M |
| Sora Investors LLC | 2.24% | New | 811,161 | $26.0M |
| Northern Trust Corp. | 0.00% | Reduce -13.6% | 804,436 | $25.8M |
| Bank of Nova Scotia | 0.04% | Add +226.4% | 773,853 | $24.8M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 756,265 | $24.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -59.3% | 739,819 | $23.7M |
| Bank of America Corp. | 0.00% | Reduce -49.5% | 684,592 | $21.9M |
| Alyeska Investment Group, L.P. | 0.06% | New | 632,711 | $20.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.9% | 620,579 | $19.9M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 619,881 | $19.9M |
| Squarepoint Ops LLC | 0.04% | Reduce -9.2% | 600,000 | $19.2M |
| Swedbank AB | 0.02% | Add +11.3% | 584,898 | $18.7M |
| Capital Fund Management S.A. | 0.16% | Reduce -28.7% | 543,370 | $17.4M |
| Nomura Holdings Inc. | 0.05% | Reduce -22.0% | 528,196 | $16.9M |
| Natixis | 0.07% | Add +15.8% | 520,484 | $16.7M |
| Balyasny Asset Management L.P. | 0.03% | Add +38.2% | 475,528 | $15.2M |
| Nuveen, LLC | 0.00% | Add +21.0% | 474,483 | $15.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -42.1% | 461,999 | $14.8M |
| Public Sector Pension Investment Board | 0.05% | Reduce -11.1% | 453,135 | $14.5M |
| Soros Fund Management | 0.23% | Add +300.0% | 400,000 | $12.8M |
| Walleye Trading LLC | 0.20% | Add +4.4% | 387,025 | $12.4M |
| Millennium Management | 0.01% | Reduce -44.7% | 383,286 | $12.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.1% | 365,113 | $11.7M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 88,458 | $10.8M |
| CenterBook Partners LP | 0.52% | Add +39.9% | 333,074 | $10.7M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 330,678 | $10.6M |
| DNB Asset Management AS | 0.04% | Add +2.0% | 321,823 | $10.3M |
| Royal Bank of Canada | 0.00% | Reduce -66.2% | 312,187 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.2% | 296,998 | $9.5M |
| Choreo, LLC | 0.11% | Reduce -0.2% | 268,470 | $8.6M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.31% | — | 266,502 | $8.5M |
| Bridgewater Associates | 0.03% | Add +26.2% | 263,837 | $8.5M |
| Swiss National Bank | 0.00% | Add +1.4% | 257,800 | $8.3M |
| Clear Street Group Inc. | 0.04% | Add +88.1% | 237,511 | $7.6M |
| National Bank of Canada | 0.01% | Add +1325.6% | 234,239 | $7.5M |
| California Public Employees Retirement System | 0.00% | Reduce -6.3% | 223,893 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -17.9% | 218,007 | $7.0M |
| Handelsbanken Fonder AB | 0.02% | Add +3.3% | 214,071 | $6.9M |
| IMC-Chicago, LLC | 0.12% | Reduce -47.3% | 204,733 | $6.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +53.3% | 200,530 | $6.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -64.3% | 200,009 | $6.4M |
| Quadrature Capital Ltd | 0.06% | Add +646.4% | 189,931 | $6.1M |
| Sphera Funds Management LTD. | 1.25% | Add +598.5% | 186,500 | $6.0M |
| Algert Global LLC | 0.09% | Add +82.8% | 185,590 | $5.9M |
| FMR LLC | 0.00% | Reduce -68.5% | 180,782 | $5.8M |
| Walleye Capital LLC | 0.04% | Reduce -55.0% | 179,370 | $5.7M |
| Alps Advisors Inc. | 0.03% | Add +22.9% | 177,007 | $5.7M |
| Westerly Capital Management, LLC | 1.69% | New | 175,000 | $5.6M |
| Weiss Asset Management LP | 0.10% | Reduce -55.8% | 171,249 | $5.5M |
| Wolverine Asset Management LLC | 0.29% | Reduce -1.6% | 155,427 | $5.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +12.5% | 154,043 | $4.9M |
| AQR Capital Management | 0.00% | Reduce -12.5% | 146,482 | $4.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -16.6% | 144,565 | $4.6M |
| Optiver Holding B.V. | 0.08% | Add +7426.2% | 141,191 | $4.5M |
| Nordea Investment Management AB | 0.00% | Reduce -12.2% | 139,603 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -13.0% | 135,747 | $4.3M |
| Quintet Private Bank (Europe) S.A. | 0.25% | Reduce -11.7% | 134,085 | $4.3M |
| Liberty Wealth Management LLC | 0.54% | Add +0.3% | 130,067 | $4.2M |
| Clear Harbor Asset Management, LLC | 0.28% | Add +1.7% | 129,997 | $4.2M |
| New York State Teachers Retirement System | 0.01% | No change | 127,397 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.3% | 124,491 | $4.0M |
| California State Teachers Retirement System | 0.00% | Reduce -3.5% | 124,016 | $4.0M |
| Leonteq Securities AG | 0.20% | Add +10.1% | 119,387 | $3.8M |
| Prudential Financial Inc. | 0.00% | Reduce -3.1% | 118,245 | $3.8M |
| Fideuram Asset Management (Ireland) dac | 0.30% | — | 65,026 | $3.8M |
| Twinbeech Capital LP | 0.26% | New | 115,923 | $3.7M |
| LPL Financial LLC | 0.00% | Add +37.2% | 113,704 | $3.6M |
| Agf Management Ltd. | 0.02% | Add +31.6% | 113,630 | $3.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.5% | 112,748 | $3.6M |
| National Philanthropic Trust | 0.03% | No change | 108,000 | $3.5M |
"% of holder's portfolio" is ENPH's weight in each manager's 13F, not the share of Enphase Energy Inc. the manager owns.