Enerpac Tool Group Corp (EPAC) Ownership

39.99 ↑0.66 (1.68%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Enerpac Tool Group Corp (EPAC), owning a total of 8.5 million shares. Combined, the top 37 institutional holders of EPAC own 118.49% of the company with a total of 64.8 million shares.

In the latest ownership report on December 31st 2024, the top 37 institutional holders decreased their combined ownership of EPAC by 584 thousand shares. 11 institutions bought 1,606,122 total additional shares and increased their ownership by an average of 6.69%. However 10 institutions sold 2,190,540 total shares and decreased their ownership by an average of 13.77%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Enerpac Tool Group Corp decreased by a net total of -584,418 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.672%	2.284%	8,503,198	189,902	2024-12-31
Vanguard Group Inc	11.280%	0.179%	6,120,411	10,915	2024-12-31
Kayne Anderson Rudnick Investment Management LLC	9.180%	2.410%	4,980,906	117,203	2024-12-31
Capital Research & Mgmt Co - Division 3	8.012%	0.000%	4,347,380	0	2024-12-31
State Street Corp	4.438%	0.595%	2,407,722	14,250	2024-12-31
Barrow Hanley Mewhinney & Strauss LLC	4.072%	-6.195%	2,209,176	-145,897	2024-12-31
Neuberger Berman Group LLC	4.034%	17.172%	2,188,883	320,785	2024-12-31
Jennison Associates LLC	3.782%	-4.646%	2,052,095	-99,979	2024-12-31
Dimensional Fund Advisors, Inc.	2.796%	-1.390%	1,516,887	-21,376	2024-12-31
T. Rowe Price Investment Management,Inc.	2.747%	-25.745%	1,490,674	-516,826	2024-12-31
Geode Capital Management, LLC	2.280%	0.087%	1,237,336	1,077	2024-12-31
Champlain Investment Partners, LLC	2.245%	-40.581%	1,218,077	-831,884	2024-12-31
Cooke & Bieler LP	2.006%	-19.647%	1,088,476	-266,146	2024-12-31
SouthernSun Asset Management, LLC	1.554%	-11.999%	843,394	-114,992	2024-12-31
Morgan Stanley - Brokerage Accounts	1.156%	-0.834%	626,954	-5,271	2024-12-31
Charles Schwab Investment Management Inc	1.154%	0.741%	626,058	4,602	2024-12-31
Northern Trust Corp	1.138%	10.943%	617,474	60,905	2024-12-31
Bank of New York Mellon Corp	1.136%	-17.515%	616,499	-130,908	2024-12-31
Amvescap Plc.	1.060%	39.166%	574,894	161,794	2024-12-31
Nuveen Asset Management, LLC	1.050%	-9.133%	569,683	-57,261	2024-12-31
GW&K Investment Management, LLC	0.959%	0.000%	521,803	521,803	2024-12-31
HPM Partners LLC	0.375%	0.000%	202,886	202,886	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.672%	2.284%	8,503,198	189,902	2024-12-31
T. Rowe Price Associates, Inc.	11.049%	-8.511%	6,283,852	-584,585	2022-06-30
Vanguard Group Inc	11.280%	0.179%	6,120,411	10,915	2024-12-31
Kayne Anderson Rudnick Investment Management LLC	9.180%	2.410%	4,980,906	117,203	2024-12-31
Capital Research & Mgmt Co - Division 3	8.012%	0.000%	4,347,380	0	2024-12-31
Clarkston Capital Partners, LLC	7.464%	-19.492%	4,040,095	-978,157	2023-09-30
State Street Corp	4.438%	0.595%	2,407,722	14,250	2024-12-31
Barrow Hanley Mewhinney & Strauss LLC	4.072%	-6.195%	2,209,176	-145,897	2024-12-31
Neuberger Berman Group LLC	4.034%	17.172%	2,188,883	320,785	2024-12-31
State Street Corporation	3.833%	1.993%	2,081,058	40,664	2024-03-31
Jennison Associates LLC	3.782%	-4.646%	2,052,095	-99,979	2024-12-31
Wellington Management Company LLP	2.995%	-63.357%	1,706,338	-2,950,366	2022-09-30
Dimensional Fund Advisors, Inc.	2.796%	-1.390%	1,516,887	-21,376	2024-12-31
T. Rowe Price Investment Management,Inc.	2.747%	-25.745%	1,490,674	-516,826	2024-12-31
Geode Capital Management, LLC	2.280%	0.087%	1,237,336	1,077	2024-12-31
Champlain Investment Partners, LLC	2.245%	-40.581%	1,218,077	-831,884	2024-12-31
Pzena Investment Management, LLC	2.163%	-52.444%	1,175,581	-1,296,397	2023-06-30
Cooke & Bieler LP	2.006%	-19.647%	1,088,476	-266,146	2024-12-31
SouthernSun Asset Management, LLC	1.554%	-11.999%	843,394	-114,992	2024-12-31
Hotchkis & Wiley Capital Management LLC	1.285%	-9.715%	731,940	-78,760	2022-09-30
Morgan Stanley - Brokerage Accounts	1.156%	-0.834%	626,954	-5,271	2024-12-31
Charles Schwab Investment Management Inc	1.154%	0.741%	626,058	4,602	2024-12-31
Northern Trust Corp	1.138%	10.943%	617,474	60,905	2024-12-31
Bank of New York Mellon Corp	1.136%	-17.515%	616,499	-130,908	2024-12-31
Amvescap Plc.	1.060%	39.166%	574,894	161,794	2024-12-31
Nuveen Asset Management, LLC	1.050%	-9.133%	569,683	-57,261	2024-12-31
Segall Bryant & Hamill	0.980%	-14.816%	531,887	-92,513	2023-12-31
GW&K Investment Management, LLC	0.959%	0.000%	521,803	521,803	2024-12-31
Mesirow Institutional Investment Management, Inc.	0.935%	0.015%	507,407	76	2023-12-31
D. E. Shaw & Co LP	0.851%	130.002%	486,381	274,913	2022-12-31
NORGES BANK	0.894%	-41.449%	484,952	-343,298	2023-12-31
Millennium Management LLC	0.832%	186.974%	475,588	309,863	2022-12-31
Raymond James & Associates	0.827%	-9.592%	473,022	-50,185	2023-03-31
Fuller & Thaler Asset Management Inc	0.801%	-35.348%	455,625	-249,114	2022-09-30
Kennedy Capital Management Inc	0.781%	-25.548%	424,992	-145,837	2024-09-30
Heartland Advisors Inc	0.677%	17.197%	384,843	56,471	2022-09-30
HPM Partners LLC	0.375%	0.000%	202,886	202,886	2024-12-31

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Enerpac Tool Group Corp (EPAC), owning a total of 4.3 million shares. Combined, the top 37 mutual fund holders of EPAC own 76.70% of the company with a total of 41.7 million shares.

In the latest ownership report on March 31st 2025, the top 37 fund holders increased their combined ownership of EPAC by 12 thousand shares. 2 funds bought 2,768 total additional shares and increased their ownership by an average of 0.11%. However 2 funds sold 14,604 total shares and decreased their ownership by an average of 0.67%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Enerpac Tool Group Corp decreased by a net total of -11,836 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.219%	0.061%	3,363,704	2,064	2025-03-31
iShares Russell 2000 ETF	2.624%	-0.861%	1,418,966	-12,320	2025-03-31
iShares S&P Small-Cap 600 Growth ETF	0.917%	0.000%	495,869	0	2025-03-31
iShares Russell 2000 Growth ETF	0.888%	-0.474%	480,100	-2,284	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.868%	0.150%	469,640	704	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	8.038%	0.000%	4,347,380	0	2024-12-31
Clarkston Capital SMID Composite	7.464%	-19.490%	4,040,195	-978,057	2023-09-30
iShares Core S&P Small-Cap ETF	6.219%	0.061%	3,363,704	2,064	2025-03-31
Virtus KAR Small-Cap Growth I	5.827%	-3.962%	3,151,438	-130,000	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.255%	-0.117%	1,768,671	-2,077	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.153%	0.092%	1,705,522	1,566	2025-02-28
Clarkston Partners Founders	2.688%	-24.963%	1,455,000	-484,039	2023-09-30
iShares Russell 2000 ETF	2.624%	-0.861%	1,418,966	-12,320	2025-03-31
Vanguard Small Cap Index	2.558%	0.082%	1,383,607	1,134	2025-02-28
Neuberger Berman Genesis Inv	2.417%	9.936%	1,307,381	118,161	2024-12-31
Champlain Small Company Fund, LLC	1.826%	-0.595%	987,515	-5,915	2025-02-28
Vanguard Selected Value Inv	1.775%	-36.619%	975,971	-563,885	2023-06-30
Jennison SMid Cap Core Equity	1.745%	-5.604%	943,552	-56,019	2024-12-31
Pzena Mid Cap Value	1.516%	-12.864%	850,425	-125,546	2023-07-31
American Beacon Small Cp Val R5	1.571%	0.000%	849,553	0	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.527%	0.142%	825,691	1,168	2025-02-28
Vanguard Extended Market Index Investor	1.415%	-0.021%	793,703	-164	2023-08-31
SouthernSun Small Cap	1.464%	-14.504%	791,599	-134,289	2024-12-31
Champlain Small Company Adv	1.453%	-37.036%	790,205	-464,795	2024-09-30
Vanguard Small Cap Growth Index Inv	1.435%	-0.731%	776,101	-5,716	2025-02-28
T. Rowe Price US Small-Cap Core Equity	1.228%	-26.283%	664,100	-236,772	2024-12-31
T. Rowe Price Small-Cap Stock	1.126%	-5.480%	608,907	-35,300	2025-02-28
PGIM Jennison Small Company A	1.105%	-28.148%	597,431	-234,042	2025-02-28
T. Rowe Price Small-Cap Value	1.027%	-30.128%	587,461	-253,300	2022-12-31
T. Rowe Price U.S. SC Core Eq Tr-Z	1.017%	-28.128%	552,429	-216,200	2024-03-31
Fidelity® Small Cap Index	1.006%	2.786%	544,579	14,763	2023-10-31
CREF Stock R1	0.945%	0.000%	540,477	0	2023-03-31
Old Westbury Small & Mid Cap Strategies	0.995%	-28.477%	540,000	-215,000	2024-10-31
Fidelity Small Cap Index	0.991%	-1.838%	536,009	-10,038	2025-01-31
Vanguard Tax-Managed Small Cap Adm	0.905%	-5.185%	515,683	-28,200	2022-12-31
T. Rowe Price Instl Small-Cap Stock	0.947%	-27.580%	514,142	-195,800	2024-03-31
State Street Instl Small-Cap Equity Inv	0.946%	-2.092%	512,949	-10,958	2024-04-30
SouthernSun Small Cap, N	0.943%	-5.354%	511,885	-28,958	2024-03-31
iShares S&P Small-Cap 600 Growth ETF	0.917%	0.000%	495,869	0	2025-03-31
iShares Russell 2000 Growth ETF	0.888%	-0.474%	480,100	-2,284	2025-03-31
Vanguard Small Cap Value Index Inv	0.880%	-0.411%	476,576	-1,968	2024-01-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.868%	0.150%	469,640	704	2025-03-31