Enerpac Tool EPAC Institutional Ownership

NYSE EPAC

$35.49 -0.07 (-0.20%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

276 Institutions

Increased 161 58.3%

Unchanged 37 13.4%

Reduced 78 28.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

99.52%

▲+0.47 pp QoQ

Shares Held by Institutions

51.07Mn

of 51.32Mn outstanding

▼-0.62% QoQ

Shares Outstanding

51.32Mn

245.20K held outside 13F filers

Institutional Investors

276

filed 13F for Jun 2026

▲+22 vs prior quarter

Net Shares Added (QoQ)

-318.45K

distributed since last quarter

Value of Holdings

$1.82Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Enerpac Tool Group Corp (NYSE:EPAC) was reported as a holding by 276 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 99.52% of outstanding shares in Q2 2026, up from 99.05% the quarter before.
Total shares held in Enerpac Tool fell 0.62% from Q1 2026, while the number of holders rose 4.94% from Q2 2025.
Among the 276 holders of Enerpac Tool, 161 added to their positions, 78 reduced their stakes and 37 left their positions unchanged.
Combined, institutional investors held 51.07Mn shares of EPAC as of Q2 2026, down 318.44K from the prior quarter and down 2.55Mn from a year earlier.
As of June 30, 2026, the biggest holder of Enerpac Tool was BlackRock, Inc. with 8.32Mn shares, or 16.21% of shares outstanding.
The largest position increases in EPAC for Q2 2026 were by BlackRock, Inc. (+566.22K shares), Citadel Advisors LLC (+323.89K shares), Glenmede Trust Co NA (+306.13K shares), Neuberger Berman Group LLC (+198.5K shares) and Kennedy Capital Management LLC (+197.44K shares).
The largest position reductions in EPAC for Q2 2026 were by Thrivent Financial for Lutherans (-917.03K shares), Capital International Investors (-757.63K shares), Kayne Anderson Rudnick Investment Management LLC (-697.32K shares), Cooke & Bieler LP (-485.04K shares) and Jennison Associates LLC (-131.99K shares).
Per Business Quant, the top 10 investors in EPAC for the quarter ended June 30, 2026 were BlackRock, Inc. (8.32Mn shares), Neuberger Berman Group LLC (4.65Mn shares), Kayne Anderson Rudnick Investment Management LLC (3.03Mn shares), Vanguard Portfolio Management LLC (3Mn shares), Capital International Investors (2.54Mn shares), Vanguard Capital Management LLC (2.31Mn shares), State Street Corp (2.29Mn shares), Dimensional Fund Advisors LP (1.31Mn shares), Geode Capital Management, LLC (1.31Mn shares) and Cooke & Bieler LP (1.28Mn shares).

Form 13F Holdings

276 Institutional Holders

Report period 30 Jun, 2026

Total shares held 51.07Mn

Of outstanding 99.52%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,317,488	16.21%	▲566,222	+7.30%	$298.27Mn
2	Neuberger Berman Group LLC	0001465109	4,648,312	9.06%	▲198,498	+4.46%	$166.69Mn
3	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	3,031,635	5.91%	▼697,318	-18.70%	$108.71Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,000,634	5.85%	▲15,013	+0.50%	$107.60Mn
5	Capital International Investors	0001562230	2,535,759	4.94%	▼757,626	-23.00%	$90.93Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,313,166	4.51%	▼57,194	-2.41%	$82.95Mn
7	State Street Corp	0000093751	2,294,879	4.47%	▲103,034	+4.70%	$82.23Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	1,311,519	2.56%	▲10,131	+0.78%	$47.03Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,310,074	2.55%	▲44,496	+3.52%	$46.99Mn
10	COOKE & BIELER LP	0000024386	1,284,544	2.50%	▼485,036	-27.41%	$46.06Mn
11	GW&K Investment Management, LLC	0001082917	950,548	1.85%	▲7,412	+0.79%	$34.09K
12	D. E. Shaw & Co., Inc.	0001009207	896,260	1.75%	▲181,148	+25.33%	$32.14Mn
13	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	887,580	1.73%	▼66,512	-6.97%	$31.83Mn
14	SOUTHERNSUN ASSET MANAGEMENT, LLC	0001089755	850,182	1.66%	▲185,308	+27.87%	$30.49Mn
15	BROWN ADVISORY INC	0001345929	744,132	1.45%	▼16,276	-2.14%	$26.68Mn
16	Champlain Investment Partners, LLC	0001315478	718,711	1.40%	▼69,660	-8.84%	$25.77Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	600,441	1.17%	▼1,370	-0.23%	$21.53Mn
18	Northern Trust Corp	0000073124	556,846	1.09%	▲22,621	+4.23%	$19.97Mn
19	JENNISON ASSOCIATES LLC	0000053417	547,987	1.07%	▼131,987	-19.41%	$19.65Mn
20	Morgan Stanley	0000895421	505,706	0.99%	▲25,413	+5.29%	$18.13Mn

Showing 1 to 20 of 276 holders