Titelia

Fund shareholders of EnerSys

ISIN US29275Y1029 · United States · LEI 7ZS3DE5PN30BYUJFWP05

Fund shareholders
462
Of which ETFs
129 333 other funds
Value held
3.2B $ 9.5M SEK
Share of capital
47.7 % of 36.1M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,8625.7M $0.11 %0.07 %as of Apr 30, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 26,6634.4M $0.34 %0.07 %as of Feb 28, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 26,5165.7M $1.92 %0.07 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 26,1865.6M $0.42 %0.07 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 25,9654.5M $0.24 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,9624.3M $0.39 %0.07 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,6224.3M $0.22 %0.07 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 24,3914.1M $0.28 %0.07 %as of Feb 28, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 24,0054M $0.58 %0.07 %as of Feb 28, 2026 ↗
Global X Autonomous & Electric Vehicles ETF GLOBAL X FUNDS 23,6703.9M $1.10 %0.07 %as of Feb 28, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 23,2805M $1.09 %0.06 %as of Apr 30, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 23,0044.9M $1.55 %0.06 %as of Apr 30, 2026 ↗
Mid Cap Index Fund Northern Funds 22,9944M $0.19 %0.06 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 22,7544M $0.76 %0.06 %as of Mar 31, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust 21,6943.6M $1.79 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,3054.5M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 21,0153.5M $0.01 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 20,7743.6M $0.01 %0.06 %as of Mar 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,7354.2M $0.81 %0.05 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,7173.4M $0.38 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 19,6293.4M $0.21 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,0724.1M $0.01 %0.05 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 18,9443.3M $0.44 %0.05 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 18,8703.3M $0.14 %0.05 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 18,8683.3M $1.26 %0.05 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 18,8403.3M $0.56 %0.05 %as of Mar 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 18,8003.3M $1.06 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 18,3403.2M $0.01 %0.05 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 18,1293.9M $0.16 %0.05 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 17,4513.7M $0.20 %0.05 %as of Apr 30, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 17,4003.7M $0.87 %0.05 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust 17,3863.7M $1.11 %0.05 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 17,2623M $0.02 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,1373M $0.20 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 17,1293M $0.22 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 17,1133M $0.20 %0.05 %as of Mar 31, 2026 ↗
Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV 16,9702.8M $2.85 %0.05 %as of Feb 28, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 16,6002.8M $0.31 %0.05 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 16,2932.8M $0.38 %0.05 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 16,1452.8M $0.70 %0.04 %as of Mar 31, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 16,0263.4M $0.75 %0.04 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 15,9543.4M $0.24 %0.04 %as of Apr 30, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 15,2092.6M $1.56 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 15,0122.5M $0.20 %0.04 %as of Feb 28, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 14,9113.2M $0.23 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,7803.2M $0.16 %0.04 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 14,7272.6M $0.82 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 14,2742.4M $0.02 %0.04 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 14,2012.5M $0.08 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 14,0983M $0.23 %0.04 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 14,0812.3M $0.19 %0.04 %as of Feb 28, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 13,8922.4M $0.20 %0.04 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,3172.8M $0.15 %0.04 %as of Apr 30, 2026 ↗
Defiance AI and Power Infrastructure ETF Tidal Trust II 13,2882.2M $0.95 %0.04 %as of Feb 28, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 13,2242.8M $0.08 %0.04 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 13,2172.3M $0.02 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 13,0902.3M $0.19 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,9702.8M $0.11 %0.04 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 12,6532.2M $0.20 %0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,6412.2M $0.08 %0.04 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 12,5062.2M $0.19 %0.03 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 12,2702.6M $0.35 %0.03 %as of Apr 30, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 12,2002.1M $0.76 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 12,1702.1M $0.11 %0.03 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 11,8882M $0.77 %0.03 %as of Feb 28, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 11,7602M $0.25 %0.03 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,7432.5M $0.29 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 11,6122M $0.21 %0.03 %as of Mar 31, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 11,5211.9M $0.57 %0.03 %as of Feb 28, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 11,3381.9M $0.17 %0.03 %as of Feb 28, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 11,2682M $0.29 %0.03 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 11,1801.9M $0.81 %0.03 %as of Mar 31, 2026 ↗
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund First Trust Exchange-Traded Fund II 11,1761.9M $0.03 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,1471.9M $0.20 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,9992.3M $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 10,9282.3M $0.11 %0.03 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 10,9002.3M $0.56 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,8211.9M $0.20 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 10,5941.8M $0.20 %0.03 %as of Feb 28, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 10,3732.2M $0.02 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,3412.2M $0.37 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 10,3021.8M $0.01 %0.03 %as of Mar 31, 2026 ↗
Victory Multi-Cap Fund Victory Portfolios 10,3001.8M $0.35 %0.03 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 10,0891.8M $0.26 %0.03 %as of Mar 31, 2026 ↗
Shelton Sustainable Equity Fund SHELTON FUNDS 10,0001.7M $2.28 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,8742.1M $0.03 %0.03 %as of Apr 30, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 9,7721.7M $1.08 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 9,5661.7M $0.22 %0.03 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 9,4331.6M $0.15 %0.03 %as of Mar 31, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 9,2811.6M $1.94 %0.03 %as of Mar 31, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 9,1531.6M $1.01 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 9,0991.9M $0.17 %0.03 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,8151.5M $0.23 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 8,8061.5M $0.41 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,5291.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 8,5121.4M $0.97 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,3031.4M $0.20 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 8,1901.4M $0.01 %0.02 %as of Feb 28, 2026 ↗
Amplify Lithium & Battery Technology ETF Amplify ETF Trust 8,0961.4M $1.30 %0.02 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,0071.4M $0.69 %0.02 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Sterling Capital Small Cap Value Fund Sterling Capital Funds 4.27 %as of Mar 31, 2026 ↗
BARRETT GROWTH FUND Segall Bryant & Hamill Trust 3.17 %as of Mar 31, 2026 ↗
Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV 2.85 %as of Feb 28, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 2.70 %as of Apr 30, 2026 ↗
First Trust NASDAQ Clean Edge Green Energy Index Fund First Trust Exchange-Traded Fund 2.49 %as of Mar 31, 2026 ↗
Global X Lithium and Battery Tech ETF GLOBAL X FUNDS 2.47 %as of Apr 30, 2026 ↗
Xtrackers US Green Infrastructure Select Equity ETF DBX ETF Trust 2.44 %as of Feb 27, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 2.39 %as of Apr 30, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 2.30 %as of Apr 30, 2026 ↗
Shelton Sustainable Equity Fund SHELTON FUNDS 2.28 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2460+3617,204,914+6.7 %
2026Q1424+3916,125,805-3.6 %
2025Q4385+2416,720,328-5.5 %
2025Q3361-517,695,089-3.1 %
2025Q2366+1618,263,902+3.1 %
2025Q1350-1717,713,688-1.8 %
2024Q4367-718,042,236+2.8 %
2024Q3374017,542,843-0.2 %
2024Q2374-417,577,018+7.6 %
2024Q1378-316,330,737-9.2 %
2023Q438117,977,294

Institutional managers

484 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.5,076,203881.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,510,841262.4M $as of Mar 31, 2026
STATE STREET CORP1,471,216255.6M $as of Mar 31, 2026
Invesco Ltd.1,158,538201.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC962,586167.2M $as of Mar 31, 2026
EARNEST PARTNERS LLC945,565164.3M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC891,847151.7M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP887,407154.2M $as of Mar 31, 2026
NEW SOUTH CAPITAL MANAGEMENT INC785,161136.4M $as of Mar 31, 2026
LSV ASSET MANAGEMENT719,149124.9K $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC551,04595.7M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.549,16495.4K $as of Mar 31, 2026
FRANKLIN RESOURCES INC547,99295.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC545,70894.8M $as of Mar 31, 2026
Boston Partners511,12689M $as of Mar 31, 2026
NORTHERN TRUST CORP505,55587.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/459,50479.8M $as of Mar 31, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY441,90076.8M $as of Mar 31, 2026
UBS Group AG403,16770M $as of Mar 31, 2026
JPMORGAN CHASE & CO349,56658.3M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP345,30360M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC338,85458.9M $as of Mar 31, 2026
Fisher Asset Management, LLC320,28555.6M $as of Mar 31, 2026
MORGAN STANLEY315,00654.7M $as of Mar 31, 2026
Allianz Asset Management GmbH310,90254M $as of Mar 31, 2026

Declared shareholders of EnerSys

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.49 %2,392,620as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.25 %1,934,894as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of EnerSys

88 funds declare 119 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
NYLI MacKay High Yield Corporate Bond Fund110.3M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF29.7M $as of Mar 31, 2026
iShares Broad USD High Yield Corporate Bond ETF29.6M $as of Apr 30, 2026
NYLI MacKay Short Duration High Income Fund16.3M $as of Apr 30, 2026
Lord Abbett High Yield Fund15.5M $as of Feb 28, 2026
Invesco High Yield Fund15.1M $as of Feb 28, 2026
AB HIGH INCOME FUND INC15M $as of Apr 30, 2026
Guggenheim Total Return Bond Fund14.8M $as of Mar 31, 2026
Credit Suisse Strategic Income Fund24.4M $as of Apr 30, 2026
High Yield Fixed Income Fund14.2M $as of Mar 31, 2026
Invesco Corporate Bond Fund23.3M $as of Feb 28, 2026
Fidelity Enhanced High Yield ETF13M $as of Feb 28, 2026
Invesco BulletShares 2027 High Yield Corporate Bond ETF12.9M $as of Feb 28, 2026
JPMorgan Core Plus Bond Fund12.1M $as of Feb 28, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio11.9M $as of Mar 31, 2026
iShares iBonds 2027 Term High Yield and Income ETF11.4M $as of Apr 30, 2026
Invesco Total Return Bond ETF11.4M $as of Apr 30, 2026
Schwab High Yield Bond ETF21.4M $as of Feb 28, 2026
Neuberger Strategic Income Fund11.2M $as of Apr 30, 2026
AB Short Duration High Yield ETF11.2M $as of Feb 28, 2026
JPMorgan Core Plus Bond ETF21.1M $as of Feb 28, 2026
Xtrackers USD High Yield BB-B ex Financials ETF21.1M $as of Feb 28, 2026
Invesco Short Term Bond Fund11.1M $as of Feb 28, 2026
MEDIUM-DURATION BOND FUND11M $as of Mar 31, 2026
DFA Global Core Plus Real Return Portfolio1987.1K $as of Apr 30, 2026
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Titelia. "Fund shareholders of EnerSys". https://titelia.com/en/stocks/enersys-US29275Y1029