EnerSys
US ˙ NYSE ˙ US29275Y1029

SecurityENS / EnerSys
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,510,841 shares
Latest Disclosed Value $ 262,446,413
Dimensional Fund Advisors Lp reports 7.15% decrease in ownership of ENS / EnerSys

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,510,841 shares of EnerSys (US:ENS) valued at $262,463,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,627,245 shares of EnerSys. This represents a change in shares of -7.15% during the quarter. The current value of the position is $343,081,774 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F ENERSYS COM 29275Y102 1,510,841 -116,404 -7.15 262,446 9.90 0.0118
2026-02-12 2025-12-31 13F ENERSYS COM 29275Y102 1,627,245 30,760 1.93 238,802 32.42 0.0501
2025-11-12 2025-09-30 13F ENERSYS COM 29275Y102 1,596,485 -9,035 -0.56 180,332 30.95 0.0387
2025-08-12 2025-06-30 13F ENERSYS COM 29275Y102 1,605,520 84,238 5.54 137,710 -1.16 0.0319
2025-05-13 2025-03-31 13F ENERSYS COM 29275Y102 1,521,282 43,615 2.95 139,320 2.00 0.0346
2025-02-13 2024-12-31 13F ENERSYS COM 29275Y102 1,477,667 13,104 0.89 136,583 -8.61 0.0328
2024-11-07 2024-09-30 13F ENERSYS COM 29275Y102 1,464,563 -46,500 -3.08 149,457 -4.46 0.0363
2024-08-09 2024-06-30 13F ENERSYS COM 29275Y102 1,511,063 -45,804 -2.94 156,427 6.37 0.0409
2024-05-10 2024-03-31 13F ENERSYS COM 29275Y102 1,556,867 29,031 1.90 147,062 -4.66 0.0398
2024-02-07 2023-12-31 13F ENERSYS COM 29275Y102 1,527,836 -19,486 -1.26 154,255 5.30 0.0450
2023-11-09 2023-09-30 13F ENERSYS COM 29275Y102 1,547,322 -125,369 -7.50 146,490 -19.30 0.0480
2023-08-09 2023-06-30 13F ENERSYS COM 29275Y102 1,672,691 647 0.04 181,519 24.96 0.0579
2023-05-12 2023-03-31 13F ENERSYS COM 29275Y102 1,672,044 -3,103 -0.19 145,265 118,001.63 0.0489
2023-02-09 2022-12-31 13F ENERSYS COM 29275Y102 1,675,147 70,565 4.40 124 -99.87 0.0365
2022-11-10 2022-09-30 13F ENERSYS COM 29275Y102 1,604,582 77,875 5.10 93,341 3.70 0.0358
2022-08-12 2022-06-30 13F ENERSYS COM 29275Y102 1,526,707 122,818 8.75 90,010 -14.02 0.0323
2022-05-13 2022-03-31 13F ENERSYS COM 29275Y102 1,403,889 101,062 7.76 104,691 1.64 0.0323
2022-02-09 2021-12-31 13F ENERSYS COM 29275Y102 1,302,827 13,764 1.07 103,000 7.34 0.0311
2021-11-12 2021-09-30 13F ENERSYS COM 29275Y102 1,289,063 83,221 6.90 95,961 -18.57 0.0309
2021-08-12 2021-06-30 13F ENERSYS COM 29275Y102 1,205,842 -60,885 -4.81 117,844 2.45 0.0373
2021-05-14 2021-03-31 13F ENERSYS COM 29275Y102 1,266,727 536 0.04 115,021 9.37 0.0380
2021-03-08 2020-12-31 13F/A-2 ENERSYS COM 29275Y102 1,266,191 -41,989 -3.21 105,170 19.78 0.0380
2021-02-11 2020-12-31 13F ENERSYS COM 29275Y102 1,266,191 -41,989 105,170 37,981.8139
2020-11-12 2020-09-30 13F ENERSYS COM 29275Y102 1,308,180 -55,231 -4.05 87,804 0.03 0.0372
2020-08-13 2020-06-30 13F ENERSYS COM 29275Y102 1,363,411 -26,677 -1.92 87,776 27.52 0.0386
2020-05-14 2020-03-31 13F ENERSYS COM 29275Y102 1,390,088 4,243 0.31 68,835 -33.62 0.0359
2020-02-14 2019-12-31 13F ENERSYS COM 29275Y102 1,385,845 -9,712 -0.70 103,705 12.69 0.0378
2019-11-12 2019-09-30 13F ENERSYS COM 29275Y102 1,395,557 -7,681 -0.55 92,026 -4.26 0.0358
2019-08-13 2019-06-30 13F ENERSYS COM 29275Y102 1,403,238 36,083 2.64 96,120 7.90 0.0373
2019-08-12 2019-03-31 13F/A-2 ENERSYS COM 29275Y102 1,367,155 2,449 0.18 89,082 -15.89 0.0355
2019-05-10 2019-03-31 13F ENERSYS COM 29275Y102 1,367,155 2,449 89,082
2019-02-26 2018-12-31 13F/A-1 ENERSYS COM 29275Y102 1,364,706 -12,642 -0.92 105,913 -11.75 0.0480
2019-02-13 2018-12-31 13F ENERSYS COM 29275Y102 1,364,706 -12,642 105,913
2018-11-13 2018-09-30 13F ENERSYS COM 29275Y102 1,377,348 -54,671 -3.82 120,008 12.28 0.0457
2018-08-10 2018-06-30 13F ENERSYS COM 29275Y102 1,432,019 -21,602 -1.49 106,886 6.00 0.0426
2018-05-11 2018-03-31 13F ENERSYS COM 29275Y102 1,453,621 -8,027 -0.55 100,838 -0.92 0.0420
2018-02-12 2017-12-31 13F ENERSYS COM 29275Y102 1,461,648 19,515 1.35 101,777 2.03 0.0422
2017-11-13 2017-09-30 13F ENERSYS COM 29275Y102 1,442,133 12,680 0.89 99,753 -3.68 0.0436
2017-08-11 2017-06-30 13F ENERSYS COM 29275Y102 1,429,453 -4,232 -0.30 103,564 -8.49 0.0478
2017-05-12 2017-03-31 13F ENERSYS COM 29275Y102 1,433,685 -32,550 -2.22 113,175 -1.17 0.0541
2017-02-09 2016-12-31 13F ENERSYS COM 29275Y102 1,466,235 -41,209 -2.73 114,516 9.80 0.0572
2016-11-10 2016-09-30 13F ENERSYS COM 29275Y102 1,507,444 -15,617 -1.03 104,296 15.16 0.0564
2016-08-09 2016-06-30 13F ENERSYS COM 29275Y102 1,523,061 87,132 6.07 90,569 13.20 0.0521
2016-05-13 2016-03-31 13F ENERSYS COM 29275Y102 1,435,929 1,754 0.12 80,009 -0.26 0.0479
2016-02-10 2015-12-31 13F ENERSYS COM 29275Y102 1,434,175 -4,005 -0.28 80,216 4.10 0.0500
2015-11-13 2015-09-30 13F ENERSYS COM 29275Y102 1,438,180 80,239 5.91 77,054 -19.27 0.0506
2015-08-14 2015-06-30 13F ENERSYS COM 29275Y102 1,357,941 82,705 6.49 95,451 16.51 0.0584
2015-05-14 2015-03-31 13F ENERSYS COM 29275Y102 1,275,236 106,796 9.14 81,924 13.60 0.0517
2015-02-06 2014-12-31 13F ENERSYS COM 29275Y102 1,168,440 64,277 5.82 72,117 11.37 0.0474
2014-11-13 2014-09-30 13F ENERSYS COM 29275Y102 1,104,163 24,704 2.29 64,753 -12.80 0.0459
2014-08-08 2014-06-30 13F ENERSYS COM 29275Y102 1,079,459 -31,511 -2.84 74,256 -3.53 0.0516
2014-05-14 2014-03-31 13F ENERSYS COM 29275Y102 1,110,970 -32,152 -2.81 76,974 -3.93 0.0575
2014-02-12 2013-12-31 13F ENERSYS COM 29275Y102 1,143,122 4,906 0.43 80,121 16.10 0.0624
2013-11-13 2013-09-30 13F ENERSYS COM 29275Y102 1,138,216 -21,898 -1.89 69,008 21.29 0.0597
2013-08-15 2013-06-30 13F ENERSYS COM 29275Y102 1,160,114 1,160,114 56,894 0.0536
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.