ENSIGN GROUP INC ENSG
COM · Common Stock · CUSIP 29358P101 · ISIN US29358P1012
- SectorHealth care
- IndustryServices-Skilled Nursing Care Facilities
- HeadquartersSan Juan Capistrano, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($27.2m this quarter). Holder counts are more reliable. Shares outstanding: 58.1m as of 2026-01-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $174.22. Options: 5 managers hold calls ($55.0m notional), 4 hold puts ($40.3m).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 313 |
| Q4 2022 | 342 |
| Q1 2023 | 341 |
| Q2 2023 | 341 |
| Q3 2023 | 353 |
| Q4 2023 | 374 |
| Q1 2024 | 407 |
| Q2 2024 | 426 |
| Q3 2024 | 472 |
| Q4 2024 | 496 |
| Q1 2025 | 483 |
| Q2 2025 | 492 |
| Q3 2025 | 505 |
| Q4 2025 | 565 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 191 | 196 |
| Q2 2024 | 218 | 186 |
| Q3 2024 | 234 | 206 |
| Q4 2024 | 245 | 219 |
| Q1 2025 | 231 | 252 |
| Q2 2025 | 238 | 232 |
| Q3 2025 | 202 | 254 |
| Q4 2025 | 266 | 216 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $4.0m | $1.3m | 0.32 |
| Q2 2025 | $9.6m | $1.9m | 0.19 |
| Q3 2025 | $21.1m | $2.1m | 0.10 |
| Q4 2025 | $55.0m | $40.3m | 0.73 |
Biggest buyers
| BAILLIE GIFFORD & CO | Added | +1.8m |
| T. Rowe Price Investment Management, Inc. | Added | +347.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +158.3k |
| TUDOR INVESTMENT CORP ET AL | New | +129.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +118.1k |
| FRANKLIN RESOURCES INC | Added | +107.7k |
| GOLDMAN SACHS GROUP INC | Added | +107.0k |
| Nuveen, LLC | Added | +95.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +83.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +75.0k |
Biggest sellers
| WASATCH ADVISORS LP | Reduced | -694.8k |
| JPMORGAN CHASE & CO | Reduced | -588.1k |
| Capital Research Global Investors | Reduced | -573.6k |
| FMR LLC | Reduced | -519.5k |
| ROYAL BANK OF CANADA | Reduced | -463.7k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -180.9k |
| FIRST TRUST ADVISORS LP | Reduced | -127.6k |
| Van Berkom & Associates Inc. | Reduced | -119.9k |
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -119.3k |
| Owls Nest Partners IA, LLC | Reduced | -105.8k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $43.9m252.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.7m49.9k shares |
| CITADEL ADVISORS LLC | Reduced | $1.6m9.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $574.9k3.3k shares |
| Point72 Asset Management, L.P. | New | $226.5k1.3k shares |
Biggest puts
| WELLS FARGO & COMPANY/MN | New | $38.3m220.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.7m9.7k shares |
| Point72 Asset Management, L.P. | New | $278.7k1.6k shares |
| SIMPLEX TRADING, LLC | New | $17.4k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-28 | 9.1% |
| BAILLIE GIFFORD & CO 13G · institution new · filed 2026-02-09 | 7.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WASATCH ADVISORS LP (4.9%, 2026-02-10)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 3 | $15.0m | $15.0m |
| Q2 2024 | 1 | $18 | 3 | $4.1m | $4.1m |
| Q3 2024 | 0 | — | 4 | $3.6m | $3.6m |
| Q4 2024 | 0 | — | 3 | $658.9k | $658.9k |
| Q1 2025 | 0 | — | 4 | $6.4m | $6.4m |
| Q2 2025 | 0 | — | 3 | $1.8m | $1.8m |
| Q3 2025 | 0 | — | 5 | $2.2m | $2.2m |
| Q4 2025 | 0 | — | 7 | $9.7m | $9.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-19 | Wittekind Beverly B. VP and Chief Legal Officer | Sold plan | $360.0k2.0k shares |
| 2025-12-12 | Wittekind Beverly B. VP and Chief Legal Officer | Sold plan | $1.5m8.4k shares |
| 2025-12-01 | SMITH BARRY M Director | Sold plan | $129.0k700 shares |
| 2025-11-20 | Burton Spencer President and COO | Sold plan | $664.2k3.7k shares |
| 2025-11-18 | Burton Spencer President and COO | Sold plan | $397.6k2.2k shares |
| 2025-11-18 | Shaw Daren Director | Sold plan | $178.6k1.0k shares |
| 2025-11-17 | Burton Spencer President and COO | Sold plan | $1.0m5.9k shares |
| 2025-11-12 | Port Barry Chief Executive Officer, director | Sold plan | $5.1m28.3k shares |
| 2025-11-07 | Uychiat Pison Marivic Director | Sold plan | $13.3k73 shares |
| 2025-11-06 | Agwunobi John O Director | Sold plan | $46.5k246 shares |
| 2025-11-03 | SMITH BARRY M Director | Sold plan | $126.4k700 shares |
| 2025-10-01 | SMITH BARRY M Director | Sold plan | $120.4k700 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 7.1m $1.2bn | Added +73.3k |
| VANGUARD GROUP INC 0.02% of their portfolio | 6.1m $1.1bn | Reduced -15.2k |
| BAILLIE GIFFORD & CO 0.66% of their portfolio | 4.6m $796.0m | Added +1.8m |
| WASATCH ADVISORS LP 2.94% of their portfolio | 2.8m $494.5m | Reduced -694.8k |
| FMR LLC 0.02% of their portfolio | 2.1m $363.8m | Reduced -519.5k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $352.6m | Reduced -23.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.5m $261.1m | Added +49.1k |
| Capital Research Global Investors 0.05% of their portfolio | 1.4m $251.3m | Reduced -573.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.3m $232.1m | Added +118.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.35% of their portfolio | 1.2m $208.2m | Added +83.6k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.1m $190.0m | Added +5.5k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 879.8k $153.3m | Added +347.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 818.5k $142.6m | Reduced -3.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 795.5k $138.6m | Reduced -51.8k |
| NORGES BANK 0.01% of their portfolio | 773.0k $134.7m | Not comparable |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 767.7k $133.7m | Reduced -7.7k |
| RIVERBRIDGE PARTNERS LLC 2.27% of their portfolio | 696.5k $121.3m | Reduced -66.6k |
| Copeland Capital Management, LLC 2.49% of their portfolio | 641.4k $111.7m | Reduced -35.8k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 630.4k $109.8m | Added +107.7k |
| Van Berkom & Associates Inc. 3.15% of their portfolio | 628.0k $109.4m | Reduced -119.9k |
| Clark Capital Management Group, Inc. 0.55% of their portfolio | 513.9k $89.5m | Added +15.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 502.0k $87.4m | Reduced -33.5k |
| Hood River Capital Management LLC 0.94% of their portfolio | 492.0k $85.7m | Added +4.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 491.8k $85.7m | Added +107.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 483.6k $84.3m | Reduced -29.7k |
| MORGAN STANLEY 0.00% of their portfolio | 442.2k $77.0m | Reduced -2.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 427.1k $74.4m | Added +75.0k |
| Crow's Nest Holdings LP 15.27% of their portfolio | 385.0k $67.1m | Reduced -47.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 373.0k $65.0m | Reduced -71.0k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 364.2k $63.4m | Reduced -180.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 355.0k $61.8m | Added +24.1k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 2.52% of their portfolio | 344.1k $59.9m | Reduced -1 |
| SEGALL BRYANT & HAMILL, LLC 0.80% of their portfolio | 340.9k $59.4m | Added +9.3k |
| TURTLE CREEK ASSET MANAGEMENT INC. 2.58% of their portfolio | 337.1k $58.7m | Reduced -119.3k |
| Invesco Ltd. 0.00% of their portfolio | 304.1k $53.0m | Added +44.5k |
| Owls Nest Partners IA, LLC 14.48% of their portfolio | 300.3k $52.3m | Reduced -105.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 279.1k $48.6m | Reduced -588.1k |
| Nuveen, LLC 0.01% of their portfolio | 267.5k $46.6m | Added +95.9k |
| BESSEMER GROUP INC 0.07% of their portfolio | 257.4k $44.8m | Added +40.3k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 257.3k $44.8m | Reduced -32.2k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 223.3k $38.9m | Reduced -10.4k |
| ProShare Advisors LLC 0.07% of their portfolio | 222.8k $38.8m | Reduced -76.3k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 216.9k $37.8m | Reduced -127.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 216.0k $38.0m | Reduced -24.9k |
| WCM INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 198.9k $35.1m | Added +29.5k |
| GAGNON SECURITIES LLC 6.40% of their portfolio | 180.5k $31.5m | Reduced -2.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 173.7k $30.3m | Reduced -14.5k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 170.2k $29.6m | Added +881 |
| AXIOM INVESTORS LLC /DE 0.25% of their portfolio | 165.0k $28.7m | Added +838 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.15% of their portfolio | 163.1k $28.4m | Added +12.6k |
| EULAV Asset Management 0.75% of their portfolio | 162.1k $28.2m | Added +3.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 158.9k $28.9m | Added +158.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 154.2k $26.9m | Added +6.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 145.5k $25.4m | Reduced -29.0k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 141.4k $24.6m | Added +33.8k |
| Focus Partners Wealth 0.03% of their portfolio | 134.1k $23.4m | Reduced -4.4k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 129.8k $22.6m | Added +16.9k |
| TUDOR INVESTMENT CORP ET AL 0.12% of their portfolio | 129.7k $22.6m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 129.3k $22.5m | Added +245 |
| BARCLAYS PLC 0.01% of their portfolio | 128.0k $22.3m | Reduced -8.2k |
| Mawer Investment Management Ltd. 0.12% of their portfolio | 126.2k $22.0m | Added +17.2k |
| Swiss National Bank 0.01% of their portfolio | 113.8k $19.8m | Added +2.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 112.8k $19.7m | Reduced -935 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 110.2k $19.2m | Added +34.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 107.7k $18.8m | Added +36.9k |
| UBS Group AG 0.00% of their portfolio | 103.4k $18.0m | Reduced -23.8k |
| Aptus Capital Advisors, LLC 0.15% of their portfolio | 101.3k $17.6m | Reduced -10.5k |
| Legal & General Group Plc 0.00% of their portfolio | 94.0k $16.4m | Reduced -21.7k |
| LPL Financial LLC 0.00% of their portfolio | 88.2k $15.4m | Added +34.1k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 87.3k $15.2m | Added +22.6k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 87.1k $15.2m | Added +30.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.11% of their portfolio | 86.9k $15.1m | Added +4.5k |
| Bahl & Gaynor LLC 0.08% of their portfolio | 86.0k $15.0m | Added +1.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 81.2k $14.1m | Reduced -4.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 72.5k $12.6m | Reduced -70.6k |
| Candriam S.C.A. 0.06% of their portfolio | 71.2k $12.4m | Unchanged |
| Gillson Capital LP 0.81% of their portfolio | 71.0k $12.4m | Added +28.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 70.5k $12.3m | Reduced -463.7k |
| Retirement Systems of Alabama 0.04% of their portfolio | 69.0k $12.0m | Reduced -236 |
| CITIGROUP INC 0.01% of their portfolio | 65.6k $11.4m | Added +9.0k |
| Hound Partners, LLC 1.58% of their portfolio | 65.3k $11.4m | Reduced -4.5k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.14% of their portfolio | 65.1k $11.3m | Reduced -6.2k |
| Onex Canada Asset Management Inc. 1.50% of their portfolio | 61.9k $10.8m | Reduced -14.6k |
| RENAISSANCE GROUP LLC 0.43% of their portfolio | 61.7k $10.7m | Added +433 |
| Creative Planning 0.01% of their portfolio | 61.5k $10.7m | Reduced -15.3k |
| Amundi 0.00% of their portfolio | 60.6k $10.6m | Added +426 |
| Bridge City Capital, LLC 3.09% of their portfolio | 60.3k $10.5m | Reduced -10.6k |
| MetLife Investment Management, LLC 0.05% of their portfolio | 58.1k $10.1m | Reduced -3.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 57.2k $10.0m | Reduced -2.3k |
| Curi Capital, LLC 0.17% of their portfolio | 56.5k $9.8m | Added +20.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 55.0k $9.6m | Added +52.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 54.8k $9.5m | Added +419 |
| DF DENT & CO INC 0.14% of their portfolio | 54.4k $9.5m | Added +29.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 54.3k $9.5m | Added +18.7k |
| BARD ASSOCIATES INC 2.36% of their portfolio | 52.8k $9.2m | Reduced -700 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 51.2k $8.9m | Added +49.5k |
| PensionDanmark Pensionsforsikringsaktieselskab 0.08% of their portfolio | 50.0k $8.7m | First filing |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.04% of their portfolio | 49.9k $8.7m | Reduced -4.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 48.1k $8.4m | Added +966 |
| B. Metzler seel. Sohn & Co. AG 0.07% of their portfolio | 46.7k $8.1m | Added +14.9k |