Esco Technologies Inc
ESE- Exchange
- NYSE
- Industry
- Communications Equipment, NEC
- SEC CIK
- 0000866706
No open-market purchases or sales by Esco Technologies Inc insiders were filed in the last 90 days; 449 institutions reported holding it in 13F filings for Q2 2026, worth $9.05B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Esco Technologies Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 202
- +27 vs. Q3 2022
- Shares held
- 24.3M
- −260.7K (−1.1%) vs. Q3 2022
- Total value
- $2.13B
- +$323.5M (+17.9%) vs. Q3 2022
- New holders
- 35
- 65 more added
- Sold out
- 8
- 71 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ESE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 449 | $9.05B |
| Q1 2026 | 434 | $6.97B |
| Q4 2025 | 393 | $4.91B |
| Q3 2025 | 366 | $5.31B |
| Q2 2025 | 363 | $4.83B |
| Q1 2025 | 337 | $3.96B |
| Q4 2024 | 285 | $3.32B |
| Q3 2024 | 258 | $3.22B |
| Q2 2024 | 258 | $2.59B |
| Q1 2024 | 244 | $2.63B |
| Q4 2023 | 222 | $2.89B |
| Q3 2023 | 203 | $2.54B |
| Q2 2023 | 201 | $2.52B |
| Q1 2023 | 193 | $2.32B |
| Q4 2022 | 202 | $2.13B |
| Q3 2022 | 177 | $1.80B |
| Q2 2022 | 182 | $1.69B |
| Q1 2022 | 186 | $1.72B |
| Q4 2021 | 196 | $2.19B |
| Q3 2021 | 195 | $1.88B |
| Q2 2021 | 183 | $2.29B |
| Q1 2021 | 184 | $2.68B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Esco Technologies Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 21 | $141 | 0.00% | +21 | New |
| Sofos Investments, Inc. | 88 | $217 | 0.00% | +88 | New |
| Glassman Wealth Services | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $438 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $438 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $438 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 8 | $700 | 0.00% | +4+100.0% | Added |
| Ronald Blue Trust, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $1.40K | 0.00% | +15+1,500.0% | Added |
| Farmers & Merchants Investments Inc | 18 | $1.58K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 20 | $1.75K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 21 | $1.84K | 0.00% | +2+10.5% | Added |
| Schubert & Co | 21 | $1.84K | 0.00% | +2+10.5% | Added |
| Nisa Investment Advisors, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 24 | $2.10K | 0.00% | −26−52.0% | Reduced |
| Manchester Capital Management LLC | 27 | $2.36K | 0.00% | +10+58.8% | Added |
| Allworth Financial LP | 30 | $2.63K | 0.00% | +25+500.0% | Added |
| Northwestern Mutual Wealth Management Co | 30 | $2.63K | 0.00% | +30 | New |
| Belpointe Asset Management LLC | 30 | $2.63K | 0.00% | +30 | New |
| Global Retirement Partners, LLC | 58 | $5.08K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 84 | $7.35K | 0.00% | +84 | New |
| TCI Wealth Advisors, Inc. | 101 | $8.84K | 0.00% | +1+1.0% | Added |
| Smithfield Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 163 | $14.3K | 0.00% | +163 | New |
| CWM, LLC | 187 | $16.0K | 0.00% | −16−7.9% | Reduced |
| Parallel Advisors, LLC | 185 | $16.2K | 0.00% | −9−4.6% | Reduced |
| Quent Capital, LLC | 199 | $17.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 812 | $18.4K | 0.00% | +812 | New |
| Versant Capital Management, Inc | 276 | $24.2K | 0.01% | +9+3.4% | Added |
| Harbor Investment Advisory, LLC | 320 | $28.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 331 | $29.0K | 0.00% | −16−4.6% | Reduced |
| Public Employees Retirement System of Ohio | 331 | $29.0K | 0.00% | −745−69.2% | Reduced |
| Tradition Wealth Management, LLC | 412 | $36.0K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 519 | $45.4K | 0.00% | +519 | New |
| Parkside Financial Bank & Trust | 564 | $49.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 565 | $49.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 587 | $51.4K | 0.00% | +587 | New |
| Addison Advisors LLC | 625 | $54.7K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 680 | $59.5K | 0.02% | −4−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 687 | $60.0K | 0.00% | −1,446−67.8% | Reduced |
| Sutton Wealth Advisors Inc. | 708 | $62.0K | 0.02% | −1−0.1% | Reduced |
| Signaturefd, LLC | 829 | $72.6K | 0.00% | −6−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 875 | $76.6K | 0.00% | −19−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,129 | $98.0K | 0.00% | +392+53.2% | Added |
| FMR LLC | 1,134 | $99.3K | 0.00% | +24+2.2% | Added |
| Quadrant Capital Group LLC | 1,163 | $101.8K | 0.01% | −357−23.5% | Reduced |
| Metropolitan Life Insurance Co | 1,561 | $136.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,062 | $191.8K | 0.01% | +101+5.2% | Added |
| KBC Group NV | 2,190 | $192.0K | 0.00% | −565−20.5% | Reduced |
| Central Trust Co | 2,300 | $201.3K | 0.01% | −125−5.2% | Reduced |
| Creative Planning | 2,307 | $202.0K | 0.00% | −939−28.9% | Reduced |
| Bank of Montreal | 2,303 | $205.1K | 0.00% | +2,303 | New |
| ISAM Funds (UK) Ltd | 2,360 | $206.6K | 0.62% | +2,360 | New |
| XTX Topco Ltd | 2,373 | $207.7K | 0.04% | +2,373 | New |
| Kula Investments, LLC | 2,376 | $208.0K | 0.07% | +2,376 | New |
| Advisor Group Holdings, Inc. | 2,398 | $209.6K | 0.00% | −578−19.4% | Reduced |
| Guggenheim Capital LLC | 2,609 | $228.4K | 0.00% | −3,014−53.6% | Reduced |
| CWM Advisors, LLC | 2,699 | $236.3K | 0.03% | −99−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,699 | $236.3K | 0.03% | −937−25.8% | Reduced |
| Mackenzie Financial Corp | 2,762 | $241.8K | 0.00% | +2,762 | New |
| The PNC Financial Services Group, Inc. | 2,772 | $242.7K | 0.00% | +21+0.8% | Added |
| Pictet Asset Management SA | 2,868 | $251.0K | 0.00% | +2,868 | New |
| Everence Capital Management Inc | 2,890 | $253.0K | 0.02% | +2,890 | New |
| Baird Financial Group, Inc. | 2,911 | $255.0K | 0.00% | +170+6.2% | Added |
| Prelude Capital Management, LLC | 2,932 | $256.7K | 0.02% | +2,932 | New |
| Y-Intercept (Hong Kong) Ltd | 2,940 | $257.4K | 0.04% | +2,940 | New |
| American Century Companies Inc | 3,133 | $274.3K | 0.00% | +3,133 | New |
| Wells Fargo & Company | 3,361 | $294.2K | 0.00% | −735−17.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,770 | $330.0K | 0.00% | +685+22.2% | Added |
| Advisor Partners II, LLC | 4,070 | $356.3K | 0.02% | +76+1.9% | Added |
| ProShare Advisors LLC | 4,070 | $356.3K | 0.00% | +526+14.8% | Added |
| Qube Research & Technologies Ltd | 4,178 | $365.7K | 0.00% | +4,178 | New |
| State of Wisconsin Investment Board | 4,423 | $387.2K | 0.00% | −9,495−68.2% | Reduced |
| Aquatic Capital Management LLC | 4,600 | $403.0K | 0.03% | +3,600+360.0% | Added |
| Commonwealth Equity Services, LLC | 4,685 | $410.0K | 0.00% | +10.0% | Added |
| Westwood Holdings Group Inc. | 4,736 | $415.0K | 0.00% | +4,736 | New |
| Glenmede Trust Co NA | 4,908 | $429.6K | 0.00% | +29+0.6% | Added |
| Mariner, LLC | 5,189 | $454.0K | 0.00% | +102+2.0% | Added |
| Hyman Charles D | 5,235 | $458.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,357 | $468.7K | 0.00% | +5,357 | New |
| HSBC Holdings PLC | 5,589 | $487.8K | 0.00% | +686+14.0% | Added |
| Wrapmanager Inc | 5,653 | $495.0K | 0.16% | −680−10.7% | Reduced |
| Jump Financial, LLC | 5,900 | $516.5K | 0.03% | +5,900 | New |
| Ergoteles LLC | 6,099 | $533.9K | 0.02% | +6,099 | New |
| PDT Partners, LLC | 6,321 | $553.3K | 0.09% | +6,321 | New |
| Crossmark Global Holdings, Inc. | 6,495 | $568.0K | 0.01% | +243+3.9% | Added |
| Putnam Investments LLC | 6,589 | $576.8K | 0.00% | −30.0% | Reduced |
| M&T Bank Corp | 6,686 | $585.1K | 0.00% | +2,679+66.9% | Added |
| D. E. Shaw & Co., Inc. | 6,909 | $604.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 6,963 | $609.5K | 0.00% | +1,994+40.1% | Added |
| Diversified Trust Co | 7,156 | $626.0K | 0.03% | −275−3.7% | Reduced |