Skip to main content

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, Q1 2023

Institutional positions in Esco Technologies Inc as of Mar 31, 2023. 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
193
−8 vs. Q4 2022
Shares held
24.3M
+81.9K (+0.3%) vs. Q4 2022
Total value
$2.32B
+$198.7M (+9.4%) vs. Q4 2022
New holders
15
74 more added
Sold out
23
67 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 193 institutions
Q1 2021: 184 institutionsQ2 2021: 183 institutionsQ3 2021: 195 institutionsQ4 2021: 196 institutionsQ1 2022: 186 institutionsQ2 2022: 182 institutionsQ3 2022: 177 institutionsQ4 2022: 202 institutionsQ1 2023: 193 institutionsQ2 2023: 201 institutionsQ3 2023: 203 institutionsQ4 2023: 222 institutionsQ1 2024: 244 institutionsQ2 2024: 258 institutionsQ3 2024: 258 institutionsQ4 2024: 285 institutionsQ1 2025: 337 institutionsQ2 2025: 363 institutionsQ3 2025: 366 institutionsQ4 2025: 393 institutionsQ1 2026: 434 institutionsQ2 2026: 449 institutions
Value heldQ1 2023: $2.32B
Q1 2021: $2.68BQ2 2021: $2.29BQ3 2021: $1.88BQ4 2021: $2.19BQ1 2022: $1.72BQ2 2022: $1.69BQ3 2022: $1.80BQ4 2022: $2.13BQ1 2023: $2.32BQ2 2023: $2.52BQ3 2023: $2.54BQ4 2023: $2.89BQ1 2024: $2.63BQ2 2024: $2.59BQ3 2024: $3.22BQ4 2024: $3.32BQ1 2025: $3.96BQ2 2025: $4.83BQ3 2025: $5.31BQ4 2025: $4.91BQ1 2026: $6.97BQ2 2026: $9.05B
Institutions holding ESE and their total value by quarter
QuarterHoldersValue
Q2 2026449$9.05B
Q1 2026434$6.97B
Q4 2025393$4.91B
Q3 2025366$5.31B
Q2 2025363$4.83B
Q1 2025337$3.96B
Q4 2024285$3.32B
Q3 2024258$3.22B
Q2 2024258$2.59B
Q1 2024244$2.63B
Q4 2023222$2.89B
Q3 2023203$2.54B
Q2 2023201$2.52B
Q1 2023193$2.32B
Q4 2022202$2.13B
Q3 2022177$1.80B
Q2 2022182$1.69B
Q1 2022186$1.72B
Q4 2021196$2.19B
Q3 2021195$1.88B
Q2 2021183$2.29B
Q1 2021184$2.68B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Esco Technologies Inc; share changes are against Q4 2022.

Institutions holding ESE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
Covestor Ltd2$00.00%00.0%Unchanged
Tfo-TDC, LLC1$950.00%−20−95.2%Reduced
Glassman Wealth Services3$2860.00%00.0%Unchanged
AdvisorNet Financial, Inc4$3820.00%−1−20.0%Reduced
Larson Financial Group LLC5$4770.00%00.0%Unchanged
Disciplined Investments, LLC5$4770.00%00.0%Unchanged
SJS Investment Consulting Inc.8$7650.00%00.0%Unchanged
Ronald Blue Trust, Inc.13$1.00K0.00%+4+44.4%Added
Raffa Wealth Management, LLC14$1.34K0.00%00.0%Unchanged
Bell Investment Advisors, Inc15$1.43K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc18$1.72K0.00%00.0%Unchanged
Schubert & Co19$1.81K0.00%−2−9.5%Reduced
JFS Wealth Advisors, LLC20$1.91K0.00%−1−4.8%Reduced
RFP Financial Group LLC20$1.91K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC18$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC24$2.29K0.00%00.0%Unchanged
Manchester Capital Management LLC27$2.58K0.00%00.0%Unchanged
Allworth Financial LP30$2.86K0.00%00.0%Unchanged
Belpointe Asset Management LLC30$2.86K0.00%00.0%Unchanged
Huntington National Bank50$4.77K0.00%+34+212.5%Added
Global Retirement Partners, LLC54$5.21K0.00%−4−6.9%Reduced
Cullen/Frost Bankers, Inc.80$7.64K0.00%+80New
Community Bank, N.A.84$8.02K0.00%00.0%Unchanged
Smithfield Trust Co100$9.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.101$9.64K0.00%00.0%Unchanged
Parallel Advisors, LLC185$17.7K0.00%00.0%Unchanged
Quent Capital, LLC199$19.0K0.00%00.0%Unchanged
Hallmark Capital Management Inc200$19.1K0.00%00.0%Unchanged
Whittier Trust Co200$19.1K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC200$19.1K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC200$19.1K0.00%00.0%Unchanged
Altshuler Shaham Ltd209$19.9K0.00%−378−64.4%Reduced
CWM, LLC227$22.0K0.00%+40+21.4%Added
Versant Capital Management, Inc269$25.5K0.01%−7−2.5%Reduced
EverSource Wealth Advisors, LLC286$27.3K0.00%−45−13.6%Reduced
Public Employees Retirement System of Ohio312$30.0K0.00%−19−5.7%Reduced
Harbor Investment Advisory, LLC320$30.5K0.00%00.0%Unchanged
Venturi Wealth Management, LLC405$38.7K0.00%+405New
Tradition Wealth Management, LLC412$39.0K0.00%00.0%Unchanged
Fifth Third Bancorp543$51.8K0.00%−22−3.9%Reduced
Parkside Financial Bank & Trust563$53.7K0.01%−1−0.2%Reduced
GWM Advisors LLC600$57.3K0.00%−212−26.1%Reduced
Addison Advisors LLC625$59.7K0.03%00.0%Unchanged
State of Wyoming730$69.7K0.02%+50+7.4%Added
Tower Research Capital LLC (TRC)762$73.0K0.00%+75+10.9%Added
Signaturefd, LLC840$80.2K0.00%+11+1.3%Added
FMR LLC1,160$110.7K0.00%+26+2.3%Added
Quadrant Capital Group LLC1,191$113.7K0.01%+28+2.4%Added
Allspring Global Investments Holdings, LLC1,244$118.7K0.00%+369+42.2%Added
Metropolitan Life Insurance Co1,393$133.0K0.01%−168−10.8%Reduced
Ameritas Investment Partners, Inc.2,062$196.8K0.01%00.0%Unchanged
Central Trust Co2,150$205.2K0.01%−150−6.5%Reduced
KBC Group NV2,190$209.0K0.00%00.0%Unchanged
Old National Bancorp2,270$216.7K0.01%+2,270New
Advisor Group Holdings, Inc.2,283$217.9K0.00%−115−4.8%Reduced
Y-Intercept (Hong Kong) Ltd2,446$233.5K0.03%−494−16.8%Reduced
Two Sigma Investments, LP2,500$238.6K0.00%−4,463−64.1%Reduced
Mackenzie Financial Corp2,762$263.6K0.00%00.0%Unchanged
CWM Advisors, LLC2,889$275.8K0.04%+190+7.0%Added
Everence Capital Management Inc2,890$276.0K0.02%00.0%Unchanged
Gsa Capital Partners LLP2,891$276.0K0.03%+2,891New
Baird Financial Group, Inc.2,938$280.4K0.00%+27+0.9%Added
The PNC Financial Services Group, Inc.2,947$281.3K0.00%+175+6.3%Added
Guggenheim Capital LLC2,969$283.4K0.00%+360+13.8%Added
Mount Yale Investment Advisors, LLC2,974$283.9K0.03%+275+10.2%Added
Bank of Montreal3,184$304.0K0.00%+881+38.3%Added
Pictet Asset Management SA3,249$310.1K0.00%+381+13.3%Added
Centiva Capital, LP3,255$310.7K0.02%+3,255New
State of Wisconsin Investment Board3,256$310.8K0.00%−1,167−26.4%Reduced
Balyasny Asset Management LLC3,366$321.3K0.00%+3,366New
ProShare Advisors LLC3,738$356.8K0.00%−332−8.2%Reduced
Inceptionr LLC3,789$361.7K0.12%+3,789New
Creative Planning3,941$376.2K0.00%+1,634+70.8%Added
Advisor Partners II, LLC4,083$389.7K0.02%+13+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,329$413.2K0.00%+559+14.8%Added
Commonwealth Equity Services, LLC4,595$438.0K0.00%−90−1.9%Reduced
Westwood Holdings Group Inc.4,852$463.0K0.00%+116+2.4%Added
Glenmede Trust Co NA4,931$470.7K0.00%+23+0.5%Added
Mariner, LLC5,073$484.0K0.00%−116−2.2%Reduced
New York Life Investment Management LLC5,121$488.8K0.01%+5,121New
Hyman Charles D5,235$500.0K0.03%00.0%Unchanged
Wrapmanager Inc5,448$520.0K0.16%−205−3.6%Reduced
PDT Partners, LLC6,315$602.8K0.08%−6−0.1%Reduced
Putnam Investments LLC6,328$604.0K0.00%−261−4.0%Reduced
American Century Companies Inc6,651$620.9K0.00%+3,518+112.3%Added
M&T Bank Corp6,522$622.2K0.00%−164−2.5%Reduced
Crossmark Global Holdings, Inc.6,710$640.0K0.02%+215+3.3%Added
D. E. Shaw & Co., Inc.6,809$649.9K0.00%−100−1.4%Reduced
Diversified Trust Co7,137$681.2K0.03%−19−0.3%Reduced
Vontobel Holding Ltd.7,275$694.4K0.01%−1,256−14.7%Reduced
Arizona State Retirement System7,490$714.9K0.01%+195+2.7%Added
Teachers Retirement System of the State of Kentucky7,935$758.0K0.01%00.0%Unchanged
Stifel Financial Corp8,085$771.7K0.00%+806+11.1%Added
Oregon Public Employees Retirement Fund8,273$789.7K0.01%−320−3.7%Reduced
SG Americas Securities, LLC8,486$810.0K0.01%−462−5.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.8,521$813.3K0.00%+823+10.7%Added
Wells Fargo & Company8,947$854.0K0.00%+5,586+166.2%Added
Plancorp, LLC9,579$914.3K0.05%+20.0%Added
Kennedy Capital Management, Inc.9,707$926.5K0.03%00.0%Unchanged