Enerpac Tool GroupEPAC

13F holders, Q4 2024 (December 31)
244holders +10
42new positions
42sold out
8famous investors
$41.09avg. 13F price*

At the end of Q4 2024, 244 institutions reported holding Enerpac Tool Group Corp. (EPAC) in their 13F filings, up 10 from Q3 2024. 42 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($349.4M), Vanguard Group Inc. ($251.5M) and Kayne Anderson Rudnick Investment Management LLC ($204.7M). 8 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Enerpac Tool Group Corp.
CUSIP
292765104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 212Q1 2024Q2 2024: 219Q2 2024Q3 2024: 234Q3 2024Q4 2024: 244Q4 2024Q1 2025: 258Q1 2025Q2 2025: 264Q2 2025Q3 2025: 244Q3 2025Q4 2025: 255Q4 2025Q1 2026: 256Q1 2026Q2 2026: 277Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions42$52.9M
Exits42$27.6M

All 13F filers, Q3 2024 → Q4 2024: 4,496,208 shares bought and 3,880,181 shares sold, net +616,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 244 holders

BlackRock, Inc. 0.01% Add +2.3% 8,503,198 $349.4M
Vanguard Group Inc. 0.00% Add +0.2% 6,120,411 $251.5M
Kayne Anderson Rudnick Investment Management LLC 0.47% Add +2.4% 4,980,906 $204.7M
Capital International Investors 0.03% No change 4,347,380 $178.6M
State Street Corp. 0.00% Add +0.6% 2,407,722 $98.9M
Barrow Hanley Mewhinney & Strauss LLC 0.31% Reduce -6.2% 2,209,176 $90.8M
Neuberger Berman Group LLC 0.07% Add +17.2% 2,188,883 $89.9M
Jennison Associates LLC 0.05% Reduce -4.7% 2,052,095 $84.3M
Dimensional Fund Advisors LP 0.01% Reduce -1.4% 1,516,887 $62.3M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -25.7% 1,490,674 $61.3M
Geode Capital Management, LLC 0.00% Add +0.1% 1,237,336 $50.9M
Champlain Investment Partners, LLC 0.32% Reduce -40.6% 1,218,077 $50.1M
Cooke & Bieler LP 0.43% Reduce -19.6% 1,088,476 $44.7M
Southernsun Asset Management, LLC 4.32% Reduce -12.0% 843,394 $34.7M
Morgan Stanley 0.00% Reduce -0.8% 626,954 $25.8M
Charles Schwab Investment Management Inc. 0.00% Add +0.7% 626,058 $25.7M
Northern Trust Corp. 0.00% Add +10.9% 617,474 $25.4M
Bank of New York Mellon Corp 0.00% Reduce -17.5% 616,499 $25.3M
Invesco Ltd. 0.00% Add +39.2% 574,894 $23.6M
Nuveen Asset Management, LLC 0.01% Reduce -9.1% 569,683 $23.4M
Ameriprise Financial Inc. 0.01% Add +230.6% 535,310 $22.0M
GW&K Investment Management, LLC 0.18% New 521,803 $21.4M
Thrivent Financial for Lutherans 0.04% Add +1061.5% 495,282 $20.4M
Baron Capital (BAMCO) 0.04% No change 410,369 $16.9M
Wells Fargo & Company 0.00% Add +1931.9% 409,263 $16.8M
Mesirow Institutional Investment Management, Inc. 1.02% Add +3.7% 323,969 $13.3M
Kennedy Capital Management LLC 0.29% Reduce -25.8% 315,458 $13.0M
Qube Research & Technologies Ltd 0.02% Add +12.5% 301,582 $12.4M
Principal Financial Group Inc. 0.01% Add +3.5% 287,271 $11.8M
Leeward Investments, LLC - MA 0.57% Reduce -6.9% 278,805 $11.5M
Goldman Sachs Group Inc. 0.00% Add +10.8% 242,361 $10.0M
D. E. Shaw & Co. 0.01% Reduce -34.9% 220,477 $9.1M
JPMorgan Chase & Co. 0.00% Add +77.5% 214,276 $8.8M
Grandeur Peak Global Advisors, LLC 0.76% Add +1197.5% 208,385 $8.6M
Segall Bryant & Hamill, LLC 0.12% Reduce -18.2% 208,101 $8.6M
UBS Group AG 0.00% Add +556.1% 203,275 $8.4M
Cerity Partners LLC 0.02% New 202,886 $8.3M
Sei Investments Co. 0.01% Add +4.6% 200,650 $8.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.4% 174,360 $7.2M
Royal Bank of Canada 0.00% Reduce -7.1% 173,789 $7.1M
Norges Bank 0.00% Reduce -31.0% 158,996 $6.5M
GAMCO Investors 0.07% Reduce -2.3% 156,500 $6.4M
Legal & General Group Plc 0.00% Add +2.7% 155,995 $6.4M
Rhumbline Advisers 0.01% Reduce -1.6% 150,970 $6.2M
Renaissance Technologies 0.01% Reduce -35.8% 145,369 $6.0M
Voya Investment Management LLC 0.01% Add +706.6% 144,723 $5.9M
Hillsdale Investment Management Inc. 0.30% Add +0.7% 142,300 $5.8M
Envestnet Asset Management Inc. 0.00% Add +1018.1% 142,267 $5.8M
Public Sector Pension Investment Board 0.02% Add +17.2% 135,011 $5.5M
Jupiter Asset Management Ltd. 0.05% Reduce -5.8% 134,052 $5.5M
Heartland Advisors Inc. 0.30% No change 133,961 $5.5M
American Century Companies Inc. 0.00% Add +8.2% 117,931 $4.8M
Townsquare Capital LLC 0.05% New 116,733 $4.8M
Moody Aldrich Partners LLC 0.85% Reduce -2.8% 111,447 $4.6M
Bank of America Corp. 0.00% Reduce -28.3% 110,328 $4.5M
Barclays PLC 0.00% Add +1.3% 109,426 $4.5M
Swiss National Bank 0.00% Add +0.8% 106,800 $4.4M
Susquehanna Fundamental Investments, LLC 0.07% — 100,510 $4.1M
Jane Street Group, LLC 0.01% Reduce -1.0% 99,015 $4.1M
Citigroup Inc. 0.00% Add +8.9% 78,693 $3.2M
Vident Advisory, LLC 0.06% Reduce -0.6% 76,508 $3.1M
Stifel Financial Corp. 0.00% New 73,256 $3.0M
Daiwa Securities Group Inc. 0.01% Reduce -4.7% 70,293 $2.9M
FMR LLC 0.00% Reduce -22.5% 66,685 $2.7M
First Trust Advisors LP 0.00% Reduce -38.9% 65,613 $2.7M
Alliancebernstein L.P. 0.00% Add +6.4% 65,132 $2.7M
State Board of Administration of Florida Retirement System 0.01% No change 64,440 $2.6M
Edgestream Partners, L.P. 0.11% New 63,694 $2.6M
State of Wisconsin Investment Board 0.01% Add +1.3% 62,682 $2.6M
Kensington Investment Counsel, LLC 1.00% Add +1.9% 58,176 $2.4M
Prudential Financial Inc. 0.00% Reduce -2.3% 56,917 $2.3M
Intech Investment Management LLC 0.02% Add +416.0% 54,395 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.5% 52,101 $2.1M
California State Teachers Retirement System 0.00% Reduce -1.2% 50,780 $2.1M
Teacher Retirement System of Texas 0.01% Reduce -16.5% 50,687 $2.1M
Swedbank AB 0.00% New 50,000 $2.1M
TD Asset Management Inc 0.00% Reduce -39.0% 49,456 $2.0M
Deutsche Bank AG 0.00% Add +45.8% 48,568 $2.0M
Federated Hermes, Inc. 0.00% Add +13.6% 46,272 $1.9M
T. Rowe Price Associates Inc. 0.00% Reduce -54.7% 44,993 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -8.3% 44,559 $1.8M
CenterBook Partners LP 0.10% Add +304.2% 41,432 $1.7M
New York State Teachers Retirement System 0.00% No change 41,321 $1.7M
Comerica Bank 0.01% Add +102.0% 38,689 $1.6M
Susquehanna International Group, LLP 0.00% Add +159.8% 35,258 $1.4M
MetLife Investment Management, LLC 0.01% Add +6.7% 33,223 $1.4M
Ensign Peak Advisors, Inc 0.00% No change 32,000 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 30,945 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 30,803 $1.3M
Expect Equity LLC 1.31% — 30,398 $1.2M
Corebridge Financial, Inc. 0.01% Reduce -7.3% 28,947 $1.2M
Raymond James Financial Inc. 0.00% — 28,835 $1.2M
Illinois Municipal Retirement Fund 0.02% Reduce -2.8% 28,497 $1.2M
Victory Capital Management Inc. 0.00% Add +12.5% 28,366 $1.2M
State of Tennessee, Department of Treasury 0.00% Add +3.2% 27,636 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.4% 27,622 $1.1M
Amundi 0.00% Add +184.7% 27,217 $1.1M
Alberta Investment Management Corp 0.01% Add +273.6% 26,529 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -0.4% 26,200 $1.1M
Janus Henderson Group PLC 0.00% No change 26,056 $1.1M

"% of holder's portfolio" is EPAC's weight in each manager's 13F, not the share of Enerpac Tool Group Corp. the manager owns.

Show all 244 holders