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, Q3 2024
Institutional positions in Esco Technologies Inc as of Sep 30, 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
- 258
- +3 vs. Q2 2024
- Shares held
- 25.0M
- +4.23M (+20.4%) vs. Q2 2024
- Total value
- $3.22B
- +$1.04B (+47.8%) vs. Q2 2024
- New holders
- 30
- 100 more added
- Sold out
- 27
- 79 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Esco Technologies Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $129 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $258 | 0.00% | −3−60.0% | Reduced |
| Claris Advisors, LLC | 2 | $258 | 0.00% | +2 | New |
| Quest Partners LLC | 3 | $387 | 0.00% | −3,053−99.9% | Reduced |
| Capital Performance Advisors LLP | 4 | $516 | 0.00% | +4 | New |
| Continuum Advisory, LLC | 4 | $560 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $774 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6 | $774 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $903 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| Concord Wealth Partners | 8 | $1.03K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $1.55K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 14 | $1.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 18 | $2.32K | 0.00% | +12+200.0% | Added |
| SRS Capital Advisors, Inc. | 21 | $2.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $2.71K | 0.00% | +1+5.0% | Added |
| Bryn Mawr Trust Co | 21 | $2.71K | 0.00% | +21 | New |
| Rothschild Investment LLC | 22 | $2.84K | 0.00% | +17+340.0% | Added |
| Beacon Capital Management, LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 28 | $3.61K | 0.00% | +28 | New |
| Versant Capital Management, Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $4.37K | 0.00% | +34 | New |
| LGT Financial Advisors LLC | 35 | $4.51K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $5.03K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 38 | $5.33K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $5.80K | 0.00% | +4+9.8% | Added |
| Sterling Capital Management LLC | 59 | $7.61K | 0.00% | +59 | New |
| Lindbrook Capital, LLC | 60 | $7.74K | 0.00% | +5+9.1% | Added |
| Principal Securities, Inc. | 65 | $8.38K | 0.00% | +6+10.2% | Added |
| Private Trust Co NA | 65 | $8.38K | 0.00% | +15+30.0% | Added |
| VitalStone Financial, LLC | 68 | $8.77K | 0.01% | +68 | New |
| Allworth Financial LP | 79 | $10.2K | 0.00% | +11+16.2% | Added |
| Community Bank, N.A. | 84 | $10.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $11.0K | 0.00% | +6+7.6% | Added |
| Aster Capital Management (DIFC) Ltd | 85 | $11.0K | 0.00% | +85 | New |
| Smithfield Trust Co | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 118 | $15.2K | 0.00% | +25+26.9% | Added |
| Huntington National Bank | 122 | $15.7K | 0.00% | +1+0.8% | Added |
| CIBC Private Wealth Group, LLC | 137 | $17.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $20.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 165 | $21.3K | 0.00% | +21+14.6% | Added |
| Quent Capital, LLC | 199 | $25.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 199 | $25.7K | 0.00% | +2+1.0% | Added |
| Whittier Trust Co | 200 | $25.8K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 200 | $25.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $25.8K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 212 | $27.3K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 248 | $32.0K | 0.01% | +248 | New |
| Public Employees Retirement System of Ohio | 252 | $32.5K | 0.00% | −4−1.6% | Reduced |
| CWM, LLC | 258 | $33.0K | 0.00% | +50+24.0% | Added |
| Nisa Investment Advisors, LLC | 288 | $37.1K | 0.00% | −29,470−99.0% | Reduced |
| EverSource Wealth Advisors, LLC | 292 | $37.7K | 0.00% | +16+5.8% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $38.7K | 0.01% | +100+50.0% | Added |
| Venturi Wealth Management, LLC | 405 | $52.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 411 | $53.0K | 0.00% | +71+20.9% | Added |
| GAMMA Investing LLC | 469 | $60.5K | 0.01% | +141+43.0% | Added |
| Ronald Blue Trust, Inc. | 582 | $61.1K | 0.00% | −3,074−84.1% | Reduced |
| Parkside Financial Bank & Trust | 509 | $65.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 625 | $80.6K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 698 | $90.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 703 | $90.7K | 0.00% | +39+5.9% | Added |
| Fifth Third Bancorp | 847 | $109.2K | 0.00% | +152+21.9% | Added |
| Acadian Asset Management LLC | 901 | $116.0K | 0.00% | +901 | New |
| STRS Ohio | 900 | $116.1K | 0.00% | +300+50.0% | Added |
| Tower Research Capital LLC (TRC) | 938 | $121.0K | 0.00% | −3,450−78.6% | Reduced |
| Signaturefd, LLC | 990 | $127.7K | 0.00% | +150+17.9% | Added |
| Quadrant Capital Group LLC | 994 | $128.2K | 0.01% | −32−3.1% | Reduced |
| SG Americas Securities, LLC | 1,022 | $132.0K | 0.00% | −3,512−77.5% | Reduced |
| Stonegate Investment Group, LLC | 1,608 | $207.4K | 0.01% | +1,608 | New |
| Xponance, Inc. | 1,692 | $218.2K | 0.00% | +1,692 | New |
| Mackenzie Financial Corp | 1,696 | $218.8K | 0.00% | +1,696 | New |
| Allianz Asset Management GmbH | 1,700 | $219.3K | 0.00% | −5,600−76.7% | Reduced |
| Central Pacific Bank - Trust Division | 1,707 | $220.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,727 | $222.7K | 0.03% | +157+10.0% | Added |
| Lindenwold Advisors | 1,756 | $226.5K | 0.11% | +1,756 | New |
| Cetera Investment Advisers | 1,823 | $235.1K | 0.00% | +1,823 | New |
| Heritage Family Offices, LLP | 1,832 | $236.3K | 0.12% | +1,832 | New |
| EntryPoint Capital, LLC | 1,916 | $247.1K | 0.14% | +1,916 | New |
| Cambridge Investment Research Advisors, Inc. | 1,943 | $251.0K | 0.00% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,991 | $256.8K | 0.02% | +1,991 | New |
| Central Trust Co | 2,038 | $262.9K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,047 | $264.0K | 0.00% | −144−6.6% | Reduced |
| Verition Fund Management LLC | 2,057 | $265.3K | 0.00% | −655−24.2% | Reduced |
| Baird Financial Group, Inc. | 2,096 | $270.3K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,101 | $271.0K | 0.00% | −2,945−58.4% | Reduced |
| Contravisory Investment Management, Inc. | 2,148 | $277.0K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,166 | $279.4K | 0.01% | +38+1.8% | Added |
| Sequoia Financial Advisors, LLC | 2,306 | $297.4K | 0.00% | −29−1.2% | Reduced |
| HighTower Advisors, LLC | 2,477 | $320.0K | 0.00% | +124+5.3% | Added |
| Bank of Montreal | 2,503 | $321.4K | 0.00% | +50+2.0% | Added |
| Advisors Asset Management, Inc. | 2,527 | $325.9K | 0.01% | +2,527 | New |
| Ameritas Investment Partners, Inc. | 2,553 | $329.3K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,646 | $341.3K | 0.03% | −19−0.7% | Reduced |