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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Esco Technologies Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 509 | $54.5K | 0.01% | −1−0.2% | Reduced |
| Venturi Wealth Management, LLC | 405 | $43.4K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 300 | $32.1K | 0.08% | +300 | New |
| Advisor Group Holdings, Inc. | 293 | $31.4K | 0.00% | −1,399−82.7% | Reduced |
| GAMMA Investing LLC | 281 | $30.1K | 0.01% | −107−27.6% | Reduced |
| Public Employees Retirement System of Ohio | 255 | $27.3K | 0.00% | −4−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 253 | $25.7K | 0.00% | +31+14.0% | Added |
| Union Savings Bank | 212 | $22.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 202 | $21.6K | 0.00% | +5+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $21.4K | 0.00% | −6−2.9% | Reduced |
| Whittier Trust Co | 200 | $21.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 199 | $21.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 194 | $21.0K | 0.00% | −26−11.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $17.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 120 | $12.8K | 0.00% | +32+36.4% | Added |
| CIBC Private Wealth Group, LLC | 122 | $12.6K | 0.00% | +122 | New |
| Smithfield Trust Co | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 84 | $8.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $6.21K | 0.00% | +12+26.1% | Added |
| Global Retirement Partners, LLC | 48 | $5.14K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 40 | $4.28K | 0.00% | +40 | New |
| Creative Financial Designs Inc | 39 | $4.17K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 35 | $3.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $3.32K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $2.68K | 0.00% | +25 | New |
| Lindbrook Capital, LLC | 24 | $2.57K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 22 | $2.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.93K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $1.82K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 14 | $1.50K | 0.00% | +14 | New |
| Covestor Ltd | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| SJS Investment Consulting Inc. | 9 | $965 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $750 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $749 | 0.00% | −29−80.6% | Reduced |
| Abound Wealth Management | 5 | $536 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $536 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $536 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5 | $535 | 0.00% | −97−95.1% | Reduced |
| Rothschild Investment LLC | 5 | $535 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −38,376−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −10,664−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,819−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −7,981−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −4,746−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |