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 2023
Institutional positions in Esco Technologies Inc as of Dec 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
- 222
- +21 vs. Q3 2023
- Shares held
- 24.7M
- +337.4K (+1.4%) vs. Q3 2023
- Total value
- $2.89B
- +$346.0M (+13.6%) vs. Q3 2023
- New holders
- 29
- 67 more added
- Sold out
- 8
- 81 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Esco Technologies Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $351 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4 | $468 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $585 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $585 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $585 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $586 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $586 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 7 | $820 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.64K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16 | $1.87K | 0.00% | +16 | New |
| Nisa Investment Advisors, LLC | 18 | $2.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $2.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.46K | 0.00% | +21 | New |
| SYSTM Wealth Solutions LLC | 22 | $2.58K | 0.00% | +22 | New |
| Lindbrook Capital, LLC | 24 | $2.81K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 29 | $3.39K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 31 | $3.63K | 0.00% | −59−65.6% | Reduced |
| LGT Financial Advisors LLC | 35 | $4.10K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 35 | $4.10K | 0.01% | +14+66.7% | Added |
| Massmutual Trust Co FSB | 36 | $4.21K | 0.00% | +10+38.5% | Added |
| Creative Financial Designs Inc | 39 | $4.56K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 48 | $4.83K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 48 | $5.00K | 0.00% | +48 | New |
| Allworth Financial LP | 46 | $5.38K | 0.00% | −1−2.1% | Reduced |
| EntryPoint Capital, LLC | 69 | $8.07K | 0.01% | +69 | New |
| Johnson Financial Group, Inc. | 71 | $8.31K | 0.00% | +71 | New |
| Community Bank, N.A. | 84 | $9.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 88 | $10.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 102 | $11.9K | 0.00% | +102 | New |
| Contravisory Investment Management, Inc. | 128 | $15.0K | 0.00% | −43−25.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $18.7K | 0.01% | +160 | New |
| Aquatic Capital Management LLC | 200 | $23.0K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 197 | $23.1K | 0.00% | +12+6.5% | Added |
| Quent Capital, LLC | 199 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 206 | $24.1K | 0.00% | +6+3.0% | Added |
| Union Savings Bank | 212 | $24.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 222 | $26.0K | 0.00% | −64−22.4% | Reduced |
| CWM, LLC | 220 | $26.0K | 0.00% | −36−14.1% | Reduced |
| Public Employees Retirement System of Ohio | 259 | $30.3K | 0.00% | −6−2.3% | Reduced |
| GAMMA Investing LLC | 388 | $39.5K | 0.01% | +388 | New |
| Venturi Wealth Management, LLC | 405 | $47.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 413 | $48.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 510 | $59.7K | 0.01% | −52−9.3% | Reduced |
| Addison Advisors LLC | 625 | $73.1K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 636 | $74.4K | 0.00% | +8+1.3% | Added |
| KBC Group NV | 698 | $82.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 840 | $98.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,204 | $140.9K | 0.01% | −251−17.3% | Reduced |
| FMR LLC | 1,250 | $146.3K | 0.00% | +47+3.9% | Added |
| Metropolitan Life Insurance Co | 1,474 | $172.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,545 | $180.8K | 0.03% | +214+16.1% | Added |
| Advisor Group Holdings, Inc. | 1,692 | $198.0K | 0.00% | −908−34.9% | Reduced |
| HighTower Advisors, LLC | 1,752 | $203.0K | 0.00% | +1,752 | New |
| Lindenwold Advisors | 1,736 | $203.2K | 0.12% | +1,736 | New |
| CI Private Wealth, LLC | 1,812 | $212.1K | 0.00% | +1,812 | New |
| Landscape Capital Management, L.L.C. | 1,900 | $222.4K | 0.02% | +1,900 | New |
| Cambridge Investment Research Advisors, Inc. | 1,943 | $227.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,992 | $233.1K | 0.01% | +1,992 | New |
| Baird Financial Group, Inc. | 2,141 | $250.6K | 0.00% | −991−31.6% | Reduced |
| Central Trust Co | 2,197 | $257.1K | 0.01% | +47+2.2% | Added |
| Mount Yale Investment Advisors, LLC | 2,290 | $268.0K | 0.03% | +324+16.5% | Added |
| Bank of Montreal | 2,277 | $269.1K | 0.00% | +206+9.9% | Added |
| Sequoia Financial Advisors, LLC | 2,361 | $276.3K | 0.00% | +2,361 | New |
| Old National Bancorp | 2,465 | $288.5K | 0.01% | −153−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,653 | $310.5K | 0.01% | +107+4.2% | Added |
| The PNC Financial Services Group, Inc. | 2,873 | $336.2K | 0.00% | −61−2.1% | Reduced |
| Everence Capital Management Inc | 2,890 | $338.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 2,954 | $345.7K | 0.01% | +2,954 | New |
| AQR Capital Management LLC | 3,051 | $357.1K | 0.00% | +602+24.6% | Added |
| LPL Financial LLC | 3,062 | $358.3K | 0.00% | +498+19.4% | Added |
| Pictet Asset Management Holding SA | 3,249 | $380.2K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,278 | $383.6K | 0.04% | +366+12.6% | Added |
| Martingale Asset Management L P | 3,505 | $410.2K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 3,550 | $415.5K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,617 | $423.3K | 0.00% | −107−2.9% | Reduced |
| Squarepoint Ops LLC | 4,142 | $484.7K | 0.00% | −11,596−73.7% | Reduced |
| Qube Research & Technologies Ltd | 4,274 | $500.2K | 0.00% | +4,274 | New |
| NorthCrest Asset Manangement, LLC | 4,380 | $512.6K | 0.02% | +4,380 | New |
| Ethic Inc. | 4,446 | $520.3K | 0.02% | +451+11.3% | Added |
| Wrapmanager Inc | 4,506 | $527.3K | 0.15% | −479−9.6% | Reduced |
| Quadrature Capital Ltd | 4,520 | $529.4K | 0.01% | +1,765+64.1% | Added |
| Zacks Investment Management | 4,640 | $543.0K | 0.01% | −20.0% | Reduced |
| Commonwealth Equity Services, LLC | 4,682 | $548.0K | 0.00% | +44+0.9% | Added |
| Brown Advisory Inc | 4,746 | $555.4K | 0.00% | +4,746 | New |
| ProShare Advisors LLC | 4,814 | $563.4K | 0.00% | +912+23.4% | Added |
| Campbell & CO Investment Adviser LLC | 4,815 | $563.5K | 0.05% | +4,815 | New |
| Two Sigma Investments, LP | 4,900 | $573.4K | 0.00% | +2,500+104.2% | Added |
| Crossmark Global Holdings, Inc. | 4,974 | $583.0K | 0.01% | −1,401−22.0% | Reduced |
| Mariner, LLC | 5,135 | $601.0K | 0.00% | −115−2.2% | Reduced |
| Hyman Charles D | 5,235 | $613.0K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,311 | $621.5K | 0.04% | +5,311 | New |