Enerpac Tool Group Corp (EPAC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

53,986,228Shares Outstanding

5,405,796Shares held by institutions

$231,368,069Value of institutional holdings

96.07%Institutional ownership %

-0.72%Shares Changed QoQ

239No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Enerpac Tool Group Corp (NYSE:EPAC) is held by 239 institutional firms.

The percentage of Enerpac Tool owned by institutions changed from 98.5% in September 2025 to 96.1% in December 2025, marking a slight down trend.
In percentage terms, this reflects as a holdings change of -0.72% quarter on quarter, and a decrease of 0.42% year over year.
The latest 13F cycle for Enerpac Tool reveals that of 239 total investors, 101 funds grew their exposure, whereas 96 reduced theirs and 42 made no changes.
Collectively, institutional investors decreased their stake in Enerpac Tool to 51.86Mn shares as of December 2025, a change that is down by 375.05K shares quarter on quarter and down 3.22Mn shares year over year.
As of December 31, 2025, BlackRock, Inc. held Enerpac Tool's largest shareholding position with over 7.76Mn shares, representing 14.37% of total outstanding shares.
Among the most significant buyers of Enerpac Tool during December 2025 were BESSEMER GROUP INC (568.97K), BROWN ADVISORY INC (415.72K), Neuberger Berman Group LLC (398.11K), GW&K Investment Management, LLC (201.18K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (197.07K).
Leading sellers of Enerpac Tool stock in December 2025 included Champlain Investment Partners, LLC (688.84K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (660.11K), AMERIPRISE FINANCIAL INC (419.57K), MetLife Investment Management, LLC (174.97K), Grandeur Peak Global Advisors, LLC (146.13K).
The top 10 institutional holders of Enerpac Tool for the quarter ending December 2025 included BlackRock, Inc. (7.76Mn), VANGUARD GROUP INC (5.77Mn), Capital International Investors (4.53Mn), Neuberger Berman Group LLC (4.21Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (3.95Mn), STATE STREET CORP (2.19Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (1.60Mn), COOKE & BIELER LP (1.58Mn), DIMENSIONAL FUND ADVISORS LP (1.35Mn), GEODE CAPITAL MANAGEMENT, LLC (1.28Mn).

239 Institutional Holders

5,405,796 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	7,757,027	-39,538	-0.51%	$296,628,715.00
VANGUARD GROUP INC	31 Dec, 2025	5,769,985	-101,055	-1.72%	$220,644,226.00
Capital International Investors	31 Dec, 2025	4,530,064	0	0.00%	$173,229,647.00
Neuberger Berman Group LLC	31 Dec, 2025	4,214,903	398,109	10.43%	$161,177,905.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	3,946,717	-660,109	-14.33%	$150,922,462.00
STATE STREET CORP	31 Dec, 2025	2,185,584	-26,255	-1.19%	$83,576,732.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	1,598,748	-115,643	-6.75%	$61,136,123.00
COOKE & BIELER LP	31 Dec, 2025	1,577,871	31,868	2.06%	$60,337,787.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,345,538	-37,518	-2.71%	$51,457,522.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,281,425	-14,934	-1.15%	$49,010,537.00
Champlain Investment Partners, LLC	31 Dec, 2025	1,230,327	-688,844	-35.89%	$47,047,704.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	1,023,403	-113,441	-9.98%	$39,135.00
BROWN ADVISORY INC	31 Dec, 2025	864,054	415,723	92.73%	$33,041,430.00
GW&K Investment Management, LLC	31 Dec, 2025	785,268	201,175	34.44%	$30,028.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	663,069	-142,456	-17.68%	$25,355,758.00
BESSEMER GROUP INC	31 Dec, 2025	605,202	568,972	1,570.44%	$23,142.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	604,511	-7,192	-1.18%	$23,116,501.00
SOUTHERNSUN ASSET MANAGEMENT, LLC	31 Dec, 2025	600,682	-31,341	-4.96%	$22,970,080.00
MORGAN STANLEY	31 Dec, 2025	586,840	4,609	0.79%	$22,440,802.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	553,112	192,939	53.57%	$21,151,003.00

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