Enerpac Tool Group Corp.
US ˙ NYSE ˙ US2927651040

SecurityEPAC / Enerpac Tool Group Corp.
InstitutionMorgan Stanley
Latest Disclosed Ownership480,293 shares
Latest Disclosed Value $ 17,516,324
Morgan Stanley reports 18.16% decrease in ownership of EPAC / Enerpac Tool Group Corp.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 480,293 shares of Enerpac Tool Group Corp. (US:EPAC) valued at $17,516,286 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 586,840 shares of Enerpac Tool Group Corp.. This represents a change in shares of -18.16% during the quarter. The current value of the position is $15,940,925 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.

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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)
2026-05-15 2026-03-31 13F ENERPAC TOOL GROUP CL A COM 292765104 480,293 -106,547 -18.16 17,516 -21.94 0.0011
2026-05-27 2025-12-31 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 586,840 4,609 0.79 22,441 -5.99 0.0013
2026-02-13 2025-12-31 13F ENERPAC TOOL GROUP CL A COM 292765104 586,840 4,609 22,441 0.0013
2026-05-27 2025-09-30 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 582,231 -76,071 -11.56 23,872 -10.60 0.0014
2025-11-14 2025-09-30 13F ENERPAC TOOL GROUP CL A COM 292765104 582,231 -76,071 23,872 0.0014
2025-08-15 2025-06-30 13F ENERPAC TOOL GROUP CL A COM 292765104 658,302 30,512 4.86 26,701 -5.19 0.0017
2025-05-15 2025-03-31 13F ENERPAC TOOL GROUP CL A COM 292765104 627,790 836 0.13 28,163 9.32 0.0020
2025-05-15 2024-12-31 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 626,954 -5,271 -0.83 25,762 -2.73 0.0018
2025-02-14 2024-12-31 13F ENERPAC TOOL GROUP CL A COM 292765104 626,954 -5,271 25,762 0.0018
2025-05-14 2024-09-30 13F/A-2 ENERPAC TOOL GROUP CL A COM 292765104 632,225 86,917 15.94 26,484 27.21 0.0019
2025-02-14 2024-09-30 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 632,225 86,917 26,484 0.0019
2024-11-14 2024-09-30 13F ENERPAC TOOL GROUP CL A COM 292765104 632,225 86,917 26,484 0.0002
2025-05-14 2024-06-30 13F/A-2 ENERPAC TOOL GROUP CL A COM 292765104 545,308 -22,843 -4.02 20,820 2.76 0.0016
2024-10-17 2024-06-30 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 545,308 -22,843 20,820 0.0016
2024-08-14 2024-06-30 13F ENERPAC TOOL GROUP CL A COM 292765104 545,308 -22,843 20,820 0.0016
2024-10-17 2024-03-31 13F/A-2 ENERPAC TOOL GROUP CL A COM 292765104 568,151 -92,664 -14.02 20,260 -1.38 0.0016
2024-08-16 2024-03-31 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 568,151 -92,664 20,260 0.0002
2024-05-15 2024-03-31 13F ENERPAC TOOL GROUP CL A COM 292765104 568,151 -92,664 20,260 0.0016
2024-08-16 2023-12-31 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 660,815 206,861 45.57 20,545 71.23 0.0018
2024-02-13 2023-12-31 13F ENERPAC TOOL GROUP CL A COM 292765104 660,815 206,861 20,545 0.0018
2023-11-15 2023-09-30 13F ENERPAC TOOL GROUP CL A COM 292765104 453,954 -90,166 -16.57 11,998 -18.33 0.0012
2023-08-14 2023-06-30 13F ENERPAC TOOL GROUP CL A COM 292765104 544,120 99,480 22.37 14,691 29.57 0.0014
2023-05-15 2023-03-31 13F ENERPAC TOOL GROUP CL A COM 292765104 444,640 16,572 3.87 11,338 4.08 0.0012
2023-02-14 2022-12-31 13F ENERPAC TOOL GROUP CL A COM 292765104 428,068 -39,428 -8.43 10,894 30.70 0.0012
2022-11-14 2022-09-30 13F ENERPAC TOOL GROUP CL A COM 292765104 467,496 -53,041 -10.19 8,335 -15.83 0.0011
2022-10-27 2022-06-30 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 520,537 262,183 101.48 9,902 75.07 0.0013
2022-08-15 2022-06-30 13F ENERPAC TOOL GROUP CL A COM 292765104 520,537 262,183 9,902 0.0003
2022-10-27 2022-03-31 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 258,354 30,990 13.63 5,656 22.66 0.0008
2022-05-13 2022-03-31 13F ENERPAC TOOL GROUP CL A COM 292765104 258,354 30,990 5,656 0.0008
2022-02-14 2021-12-31 13F ENERPAC TOOL GROUP CL A COM 292765104 227,364 -47,775 -17.36 4,611 -19.16 0.0006
2021-11-15 2021-09-30 13F ENERPAC TOOL GROUP CL A COM 292765104 275,139 -126,186 -31.44 5,704 -46.61 0.0008
2021-08-23 2021-06-30 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 401,325 253,261 171.05 10,683 176.26 0.0014
2021-08-16 2021-06-30 13F ENERPAC TOOL GROUP CL A COM 292765104 401,325 253,261 10,683 0.0003
2021-05-17 2021-03-31 13F ENERPAC TOOL GROUP CL A COM 292765104 148,064 -38,363 -20.58 3,867 -8.26 0.0006
2021-02-16 2020-12-31 13F ENERPAC TOOL GROUP CL A COM 292765104 186,427 -46,146 -19.84 4,215 -3.66 0.0007
2020-11-13 2020-09-30 13F ENERPAC TOOL GROUP CL A COM 292765104 232,573 75,284 47.86 4,375 58.06 0.0008
2020-08-14 2020-06-30 13F ENERPAC TOOL GROUP CL A COM 292765104 157,289 7,043 4.69 2,768 11.39 0.0006
2020-05-26 2020-03-31 13F/A-1 ENERPAC TOOL GROUP CL A COM 292765104 150,246 -519,971 -77.58 2,485 -85.76 0.0007
2020-05-15 2020-03-31 13F ENERPAC TOOL GROUP CL A COM 292765104 150,246 2,485
2020-02-14 2019-12-31 13F ACTUANT CL A NEW 00508X203 670,217 477,964 248.61 17,446 313.61 0.0041
2019-11-14 2019-09-30 13F ACTUANT CL A NEW 00508X203 192,253 -136,326 -41.49 4,218 -48.26 0.0011
2019-08-14 2019-06-30 13F ACTUANT CL A NEW 00508X203 328,579 94,707 40.50 8,152 43.04 0.0022
2019-05-15 2019-03-31 13F ACTUANT CL A NEW 00508X203 233,872 -350,210 -59.96 5,699 -53.51 0.0016
2019-02-14 2018-12-31 13F ACTUANT CL A NEW 00508X203 584,082 237,897 68.72 12,259 26.93 0.0037
2019-04-23 2018-09-30 13F/A-2 ACTUANT CL A NEW 00508X203 346,185 205,368 145.84 9,658 133.68 0.0024
2018-11-20 2018-09-30 13F/A-1 ACTUANT CL A NEW 00508X203 346,185 0 9,658 0.0024
2018-11-14 2018-09-30 13F ACTUANT CL A NEW 00508X203 346,185 205,368 9,658
2019-04-23 2018-06-30 13F/A-1 ACTUANT CL A NEW 00508X203 140,817 5,726 4.24 4,133 31.58 0.0011
2018-08-14 2018-06-30 13F ACTUANT CL A NEW 00508X203 140,817 5,726 4,133
2019-04-23 2018-03-31 13F/A-1 ACTUANT CL A NEW 00508X203 135,091 3,484 2.65 3,141 -5.68 0.0009
2018-05-14 2018-03-31 13F ACTUANT CL A NEW 00508X203 135,091 3,484 3,141
2019-04-23 2017-12-31 13F/A-1 ACTUANT CL A NEW 00508X203 131,607 48,521 58.40 3,330 56.63 0.0009
2018-02-14 2017-12-31 13F ACTUANT CL A NEW 00508X203 131,607 48,521 3,330
2017-11-14 2017-09-30 13F ACTUANT CL A NEW 00508X203 83,086 22,833 37.90 2,126 43.45 0.0006
2017-08-11 2017-06-30 13F ACTUANT CL A NEW 00508X203 60,253 -29,036 -32.52 1,482 -36.99 0.0004
2017-05-22 2017-03-31 13F/A-1 ACTUANT CL A NEW 00508X203 89,289 -319,476 -78.16 2,352 -77.83 0.0007
2017-05-12 2017-03-31 13F ACTUANT CL A NEW 00508X203 89,289 2,352
2017-02-22 2016-12-31 13F/A-1 ACTUANT CL A NEW 00508X203 408,765 267,440 189.24 10,607 222.99 0.0035
2017-02-13 2016-12-31 13F ACTUANT CL A NEW 00508X203 408,765 10,607
2016-11-10 2016-09-30 13F ACTUANT CL A NEW 00508X203 141,325 -415,659 -74.63 3,284 -73.92 0.0011
2016-08-12 2016-06-30 13F ACTUANT CL A NEW 00508X203 556,984 414,329 290.44 12,594 257.28 0.0045
2016-05-12 2016-03-31 13F ACTUANT CL A NEW 00508X203 142,655 -75,501 -34.61 3,525 -32.56 0.0014
2016-02-09 2015-12-31 13F ACTUANT CL A NEW 00508X203 218,156 -78,092 -26.36 5,227 -4.04 0.0019
2016-02-08 2015-09-30 13F/A-1 ACTUANT CL A NEW 00508X203 296,248 158,723 115.41 5,447 71.51 0.0020
2015-11-09 2015-09-30 13F ACTUANT CL A NEW 00508X203 296,248 5,447
2015-08-12 2015-06-30 13F ACTUANT CL A NEW 00508X203 137,525 69,117 101.04 3,176 95.69 0.0011
2015-05-14 2015-03-31 13F ACTUANT CL A NEW 00508X203 68,408 3,078 4.71 1,623 -8.77 0.0006
2015-02-13 2014-12-31 13F ACTUANT CL A NEW 00508X203 65,330 -149,610 -69.61 1,779 -72.88 0.0007
2014-12-16 2014-09-30 13F/A-1 ACTUANT CL A NEW 00508X203 214,940 85,083 65.52 6,560 46.13 0.0025
2014-11-14 2014-09-30 13F ACTUANT CL A NEW 00508X203 214,940 6,560
2014-08-12 2014-06-30 13F ACTUANT CL A NEW 00508X203 129,857 -156,654 -54.68 4,489 -54.12 0.0077
2014-05-13 2014-03-31 13F ACTUANT CL A NEW 00508X203 286,511 63,130 28.26 9,785 19.56 0.0041
2014-02-13 2013-12-31 13F ACTUANT CL A NEW 00508X203 223,381 179,258 406.27 8,184 377.48 0.0035
2013-11-13 2013-09-30 13F ACTUANT CORP COM ST COM 00508X203 44,123 6,906 18.56 1,714 39.69 0.0008
2013-08-08 2013-06-30 13F ACTUANT CORP COM ST COM 00508X203 37,217 37,217 1,227 0.0006
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.