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 2024

Institutional positions in Esco Technologies Inc as of Mar 31, 2024. 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
244
+23 vs. Q4 2023
Shares held
24.6M
−94.8K (−0.4%) vs. Q4 2023
Total value
$2.63B
−$256.2M (−8.9%) vs. Q4 2023
New holders
44
83 more added
Sold out
21
77 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 244 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 2024: $2.63B
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 2024

Shares, value and share of portfolio for each institution holding Esco Technologies Inc; share changes are against Q4 2023.

Institutions holding ESE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
Tfo-TDC, LLC1$1070.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5$5350.00%−97−95.1%Reduced
Rothschild Investment LLC5$5350.00%+5New
Abound Wealth Management5$5360.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$5360.00%00.0%Unchanged
Larson Financial Group LLC5$5360.00%00.0%Unchanged
Massmutual Trust Co FSB7$7490.00%−29−80.6%Reduced
Bell Investment Advisors, Inc7$7500.00%00.0%Unchanged
SJS Investment Consulting Inc.9$9650.00%00.0%Unchanged
Covestor Ltd4$1.00K0.00%+3+300.0%Added
Raffa Wealth Management, LLC14$1.50K0.00%00.0%Unchanged
Umb Bank N A14$1.50K0.00%+14New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC17$1.82K0.00%+17New
Farmers & Merchants Investments Inc18$1.93K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$2.14K0.00%00.0%Unchanged
Private Wealth Management Group, LLC21$2.25K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC22$2.36K0.00%00.0%Unchanged
Lindbrook Capital, LLC24$2.57K0.00%00.0%Unchanged
Beacon Capital Management, LLC25$2.68K0.00%+25New
Versant Capital Management, Inc31$3.32K0.00%00.0%Unchanged
LGT Financial Advisors LLC35$3.75K0.00%00.0%Unchanged
Creative Financial Designs Inc39$4.17K0.00%00.0%Unchanged
Quarry LP40$4.28K0.00%+40New
Global Retirement Partners, LLC48$5.14K0.00%00.0%Unchanged
Allworth Financial LP58$6.21K0.00%+12+26.1%Added
Community Bank, N.A.84$8.99K0.00%00.0%Unchanged
Smithfield Trust Co100$11.0K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC122$12.6K0.00%+122New
Huntington National Bank120$12.8K0.00%+32+36.4%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$17.1K0.01%00.0%Unchanged
CWM, LLC194$21.0K0.00%−26−11.8%Reduced
Quent Capital, LLC199$21.3K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC200$21.4K0.00%−6−2.9%Reduced
Whittier Trust Co200$21.4K0.00%00.0%Unchanged
Parallel Advisors, LLC202$21.6K0.00%+5+2.5%Added
Union Savings Bank212$22.7K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC253$25.7K0.00%+31+14.0%Added
Public Employees Retirement System of Ohio255$27.3K0.00%−4−1.5%Reduced
GAMMA Investing LLC281$30.1K0.01%−107−27.6%Reduced
Advisor Group Holdings, Inc.293$31.4K0.00%−1,399−82.7%Reduced
nVerses Capital, LLC300$32.1K0.08%+300New
Venturi Wealth Management, LLC405$43.4K0.00%00.0%Unchanged
Parkside Financial Bank & Trust509$54.5K0.01%−1−0.2%Reduced
Addison Advisors LLC625$66.9K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)670$71.7K0.00%−7,843−92.1%Reduced
Fifth Third Bancorp670$71.7K0.00%+34+5.3%Added
KBC Group NV698$75.0K0.00%00.0%Unchanged
Catalyst Funds Management Pty Ltd800$85.6K0.02%+800New
Signaturefd, LLC840$89.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,083$115.9K0.01%−121−10.0%Reduced
Central Pacific Bank - Trust Division1,220$126.4K0.02%+1,220New
Metropolitan Life Insurance Co1,330$142.4K0.01%−144−9.8%Reduced
FMR LLC1,356$145.2K0.00%+106+8.5%Added
State of Wyoming1,457$156.0K0.03%−88−5.7%Reduced
EntryPoint Capital, LLC1,572$168.3K0.15%+1,503+2,178.3%Added
Point72 (DIFC) Ltd1,617$173.1K0.01%+1,617New
Landscape Capital Management, L.L.C.1,900$203.4K0.02%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.1,943$208.0K0.00%00.0%Unchanged
Procyon Private Wealth Partners, LLC2,000$214.1K0.02%+2,000New
Central Trust Co2,038$218.2K0.01%−159−7.2%Reduced
Evergreen Capital Management LLC2,061$220.8K0.01%+69+3.5%Added
Baird Financial Group, Inc.2,096$224.4K0.00%−45−2.1%Reduced
Jane Street Group, LLC2,163$231.6K0.00%−9,625−81.7%Reduced
Contravisory Investment Management, Inc.2,219$237.5K0.05%+2,091+1,633.6%Added
Balyasny Asset Management LLC2,233$239.0K0.00%−4,415−66.4%Reduced
Wolverine Trading, LLC2,344$250.9K0.00%+2,344New
Sherbrooke Park Advisers LLC2,415$258.5K0.05%+2,415New
Sequoia Financial Advisors, LLC2,440$261.2K0.00%+79+3.3%Added
Bank of Montreal2,452$262.5K0.00%+175+7.7%Added
XTX Topco Ltd2,467$264.1K0.04%+2,467New
Ameritas Investment Partners, Inc.2,653$284.0K0.01%00.0%Unchanged
Mount Yale Investment Advisors, LLC2,686$287.6K0.02%+396+17.3%Added
Susquehanna Portfolio Strategies, LLC2,700$289.0K0.01%−254−8.6%Reduced
Moody National Bank Trust Division2,707$289.8K0.02%+2,707New
Old National Bancorp2,879$308.2K0.01%+414+16.8%Added
Everence Capital Management Inc2,890$309.0K0.02%00.0%Unchanged
Petrus Trust Company, LTA2,922$312.8K0.03%+2,922New
The PNC Financial Services Group, Inc.2,968$317.7K0.00%+95+3.3%Added
Campbell & CO Investment Adviser LLC3,149$337.1K0.03%−1,666−34.6%Reduced
Quest Partners LLC3,233$346.1K0.06%+3,233New
Pictet Asset Management Holding SA3,249$347.8K0.00%00.0%Unchanged
CWM Advisors, LLC3,362$359.9K0.04%+84+2.6%Added
Inceptionr LLC3,376$361.4K0.09%+3,376New
Point72 Asset Management, L.P.3,400$364.0K0.00%+3,400New
New York Life Investment Management LLC3,451$369.4K0.00%−166−4.6%Reduced
Martingale Asset Management L P3,505$375.2K0.01%00.0%Unchanged
Henshaw Capital LLC3,550$380.0K0.02%00.0%Unchanged
State of Wisconsin Investment Board3,845$411.6K0.00%−2,100−35.3%Reduced
Occudo Quantitative Strategies LP3,855$412.7K0.07%+3,855New
Point72 Asia (Singapore) Pte. Ltd.4,083$437.1K0.11%+4,083New
Ethic Inc.4,187$448.2K0.01%−259−5.8%Reduced
Moneta Group Investment Advisors LLC4,222$452.0K0.01%+4,222New
Cubist Systematic Strategies, LLC4,253$455.3K0.01%+4,253New
NorthCrest Asset Manangement, LLC4,320$462.5K0.02%−60−1.4%Reduced
Jump Financial, LLC4,350$465.7K0.01%+4,350New
Trexquant Investment LP4,354$466.1K0.01%+4,354New
Wrapmanager Inc4,387$469.6K0.13%−119−2.6%Reduced
HSBC Holdings PLC4,453$476.6K0.00%+4,453New
Quantbot Technologies LP4,504$482.2K0.03%+4,504New