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
Premier Fund Managers Ltd 0.04% No change 25,825 $1.1M
KLP Kapitalforvaltning As 0.00% — 23,600 $970K
Norden Group LLC 0.11% New 23,595 $970K
First Hawaiian Bank 0.03% Reduce -2.2% 23,126 $950K
Andina Capital Management, LLC 0.75% Add +31.4% 22,508 $925K
STRS Ohio 0.00% Reduce -3.6% 21,100 $867K
AQR Capital Management 0.00% Reduce -7.4% 21,005 $863K
PDT Partners, LLC 0.07% Reduce -50.7% 20,620 $847K
Yousif Capital Management, LLC 0.01% Reduce -2.7% 20,583 $846K
Bessemer Group Inc. 0.00% Reduce -39.9% 19,763 $812K
Voloridge Investment Management, LLC 0.00% New 19,446 $799K
M&T Bank Corp 0.00% New 18,728 $769K
Portside Wealth Group, LLC 0.13% New 18,663 $767K
Maryland State Retirement & Pension System 0.02% No change 18,337 $753K
Teachers Retirement System of the State of Kentucky 0.01% No change 17,802 $732K
Handelsbanken Fonder AB 0.00% Add +8.7% 17,574 $722K
US Bancorp \de 0.00% Add +117.5% 17,236 $708K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +18.0% 17,182 $706K
New York State Common Retirement Fund 0.00% No change 16,861 $693K
ProShare Advisors LLC 0.00% Add +44.5% 16,385 $673K
Amalgamated Bank 0.01% No change 16,006 $658K
Natixis Advisors, LLC 0.00% New 15,981 $657K
Arizona State Retirement System 0.00% Add +0.8% 15,759 $648K
Glenmede Trust Co. NA 0.00% Reduce -2.6% 15,397 $633K
Central Pacific Bank - Trust Division 0.08% Reduce -2.2% 14,986 $616K
Tidal Investments LLC 0.01% Reduce -20.1% 14,720 $605K
BNP Paribas Financial Markets 0.00% New 14,705 $604K
Engineers Gate Manager LP 0.01% New 14,129 $581K
Bryce Point Capital, LLC 0.16% — 13,276 $546K
Citadel Advisors 0.00% Reduce -80.4% 12,970 $533K
Oregon Public Employees Retirement Fund 0.01% No change 12,780 $525K
Crestline Management, L.P. 0.02% New 12,636 $519K
Diversified Trust Co. 0.01% Reduce -40.0% 12,500 $514K
Precision Wealth Strategies, LLC 0.39% New 12,410 $510K
Keybank National Association 0.00% Reduce -3.1% 12,237 $503K
Man Group plc 0.00% Add +130.6% 12,131 $498K
Chesapeake Capital Corp. 0.50% Reduce -0.3% 11,922 $490K
Police & Firemen's Retirement System of New Jersey 0.00% — 11,710 $481K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.3% 11,570 $475K
Bank of Montreal 0.00% Add +2.8% 11,381 $468K
&partners 0.01% New 10,957 $453K
Praxis Investment Management Inc. 0.03% Reduce -44.7% 11,030 $453K
Danske Bank A/S 0.00% Add +801.5% 10,818 $445K
Alliance Wealth Advisors, LLC 0.11% New 10,671 $438K
Moody National Bank Trust Division 0.04% Reduce -22.5% 10,461 $430K
Shell Asset Management Co. 0.02% Reduce -0.1% 10,270 $422K
Blair William & Co. 0.00% No change 10,160 $417K
Howe & Rusling Inc. 0.03% Reduce -14.4% 9,011 $370K
HSBC Holdings PLC 0.00% Reduce -36.5% 8,831 $364K
Captrust Financial Advisors 0.00% Add +12.3% 8,835 $363K
Millennium Management 0.00% Reduce -91.5% 8,703 $358K
Public Employees Retirement Association of Colorado 0.00% No change 8,630 $355K
Pictet Asset Management Holding SA 0.00% Add +26.6% 8,449 $347K
F/m Investments LLC 0.01% New 8,286 $340K
Mutual of America Capital Management LLC 0.00% Add +0.5% 8,210 $337K
Schonfeld Strategic Advisors LLC 0.00% Reduce -6.9% 8,100 $333K
Two Sigma Advisers, LP 0.00% Add +8.0% 8,100 $333K
Pacific Ridge Capital Partners, LLC 0.08% No change 7,978 $328K
Corient Private Wealth LP 0.00% Reduce -1.5% 7,831 $322K
Nebula Research & Development LLC 0.04% Add +35.1% 7,824 $321K
HighTower Advisors, LLC 0.00% Reduce -73.8% 7,506 $308K
Gotham Asset Management 0.00% Reduce -50.6% 7,010 $288K
O'shaughnessy Asset Management, LLC 0.00% Add +0.9% 7,002 $288K
Keeley-Teton Advisors, LLC 0.03% Reduce -83.5% 6,918 $284K
Two Sigma Securities, LLC 0.05% New 6,577 $270K
MainStreet Investment Advisors LLC 0.04% Reduce -2.6% 6,440 $265K
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.0% 6,405 $263K
Atria Investments, Inc 0.00% New 6,352 $261K
Janney Montgomery Scott LLC 0.00% New 6,134 $252K
Chancellor Financial Group WB LP 0.20% — 6,025 $248K
Brown Advisory Inc. 0.00% New 5,921 $243K
Thoroughbred Financial Services, LLC 0.01% Reduce -14.1% 5,921 $243K
Commerce Bank 0.00% New 5,875 $241K
Wealthspire Advisors, LLC 0.00% New 5,790 $238K
Ameritas Investment Partners, Inc. 0.01% Add +6.8% 5,689 $234K
Marshall Wace, LLP 0.00% New 5,622 $231K
Twinbeech Capital LP 0.00% New 5,457 $224K
PNC Financial Services Group, Inc. 0.00% Add +80.9% 5,452 $224K
Cottonwood Capital Advisors, LLC 0.16% New 5,360 $220K
LPL Financial LLC 0.00% New 5,264 $216K
OMERS ADMINISTRATION Corp 0.00% New 5,100 $210K
Cibc World Markets Corp. 0.00% New 5,088 $209K
AlphaQuest LLC 0.03% Reduce -83.8% 5,059 $208K
Gabelli Funds LLC 0.00% No change 5,000 $205K
Mechanics Bank Trust Department 0.03% Reduce -0.3% 4,995 $205K
State of Wyoming 0.03% New 4,888 $201K
Pacer Advisors, Inc. 0.00% Reduce -10.3% 4,593 $189K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -26.4% 4,253 $175K
CIBC Private Wealth Group LLC 0.00% Add +16.8% 2,905 $120K
Smartleaf Asset Management LLC 0.01% Add +655.2% 2,749 $114K
KBC Group NV 0.00% Add +91.7% 2,561 $105K
SG Americas Securities, LLC 0.00% Reduce -87.0% 2,504 $103K
Cwm, LLC 0.00% Add +14.3% 2,169 $89K
USA Financial Formulas 0.01% Add +7.3% 2,034 $84K
Quadrant Capital Group LLC 0.00% No change 1,522 $63K
Tower Research Capital LLC (TRC) 0.00% Reduce -57.1% 1,502 $62K
Venturi Wealth Management, LLC 0.00% New 1,234 $51K
GAMMA Investing LLC 0.00% Add +17.1% 1,171 $48K
Exchange Traded Concepts, LLC 0.00% Add +6.3% 1,012 $42K
First Horizon Advisors, Inc. 0.00% New 874 $36K
Allworth Financial LP 0.00% No change 712 $32K
Sittner & Nelson, LLC 0.01% No change 698 $29K
Assetmark, Inc. 0.00% New 695 $29K
Blue Trust, Inc. 0.00% New 596 $24K
2UniFi Bank 0.02% — 589 $24K
Armstrong Advisory Group, Inc. 0.00% No change 530 $22K
Clearstead Advisors, LLC 0.00% New 456 $19K
Public Employees Retirement System of Ohio 0.00% Reduce -8.4% 436 $18K
Huntington National Bank 0.00% Add +8360.0% 423 $17K
Whittier Trust Co. 0.00% No change 360 $15K
Fifth Third Bancorp 0.00% Add +4.5% 347 $14K
Coppell Advisory Solutions LLC 0.00% No change 240 $10K
Nisa Investment Advisors, LLC 0.00% No change 241 $10K
Arax Advisory Partners 0.00% Reduce -13.4% 239 $10K
Mechanics Financial Corp 0.00% No change 225 $9K
NewEdge Advisors, LLC 0.00% New 205 $8K
Wolff Wiese Magana LLC 0.01% New 183 $8K
Quarry LP 0.00% Reduce -78.7% 177 $7K
Osaic Holdings, Inc. 0.00% Reduce -5.7% 132 $5K
Rogco, LP 0.00% No change 130 $5K
UMB Bank, n.a. 0.00% No change 123 $5K
Laurel Wealth Advisors LLC 0.00% No change 109 $4K
Versant Capital Management, Inc 0.00% No change 107 $4K
C M Bidwell & Associates Ltd. 0.00% New 76 $3K
Johnson Financial Group, Inc. 0.00% Reduce -98.7% 69 $3K
Russell Investments Group, Ltd. 0.00% Reduce -9.9% 73 $3K
Atlantic Private Wealth, LLC 0.00% No change 58 $2K
Sterling Capital Management LLC 0.00% No change 56 $2K
Rothschild Investment LLC 0.00% Add +10.0% 55 $2K
Signaturefd, LLC 0.00% No change 52 $2K
Principal Securities, Inc. 0.00% Reduce -26.5% 50 $2K
Geneos Wealth Management Inc. 0.00% New 44 $2K
EverSource Wealth Advisors, LLC 0.00% New 40 $2K
Farmers & Merchants Investments Inc. 0.00% No change 37 $2K
Parkside Financial Bank & Trust 0.00% Reduce -3.9% 25 $1K
Bell Investment Advisors, Inc 0.00% No change 24 $987
Aventura Private Wealth, LLC 0.00% — 24 $986
MAI Capital Management 0.00% New 21 $863
Farther Finance Advisors, LLC 0.00% Reduce -20.8% 19 $781
WPG Advisers, LLC 0.00% — 17 $699
Parallel Advisors, LLC 0.00% No change 11 $452
Larson Financial Group LLC 0.00% No change 8 $329
Abound Wealth Management 0.00% No change 5 $206
Covestor Ltd 0.00% No change 6 $0

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