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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 288 | $37.1K | 0.00% | −29,470−99.0% | Reduced |
| CWM, LLC | 258 | $33.0K | 0.00% | +50+24.0% | Added |
| Public Employees Retirement System of Ohio | 252 | $32.5K | 0.00% | −4−1.6% | Reduced |
| Oarsman Capital, Inc. | 248 | $32.0K | 0.01% | +248 | New |
| Union Savings Bank | 212 | $27.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 199 | $25.7K | 0.00% | +2+1.0% | Added |
| Quent Capital, LLC | 199 | $25.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 165 | $21.3K | 0.00% | +21+14.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $20.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 137 | $17.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 122 | $15.7K | 0.00% | +1+0.8% | Added |
| Smartleaf Asset Management LLC | 118 | $15.2K | 0.00% | +25+26.9% | Added |
| Smithfield Trust Co | 100 | $13.0K | 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 |
| Community Bank, N.A. | 84 | $10.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $10.2K | 0.00% | +11+16.2% | Added |
| VitalStone Financial, LLC | 68 | $8.77K | 0.01% | +68 | New |
| 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 |
| Lindbrook Capital, LLC | 60 | $7.74K | 0.00% | +5+9.1% | Added |
| Sterling Capital Management LLC | 59 | $7.61K | 0.00% | +59 | New |
| Farther Finance Advisors, LLC | 45 | $5.80K | 0.00% | +4+9.8% | Added |
| LRI Investments, LLC | 38 | $5.33K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $5.03K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 35 | $4.51K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $4.37K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 28 | $3.61K | 0.00% | +28 | New |
| Beacon Capital Management, LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 22 | $2.84K | 0.00% | +17+340.0% | 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 |
| Larson Financial Group LLC | 18 | $2.32K | 0.00% | +12+200.0% | Added |
| Farmers & Merchants Investments Inc | 17 | $2.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.81K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $1.55K | 0.00% | +2+20.0% | Added |
| Massmutual Trust Co FSB | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8 | $1.03K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 7 | $903 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $774 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6 | $774 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $560 | 0.00% | +4 | New |
| Capital Performance Advisors LLP | 4 | $516 | 0.00% | +4 | New |
| Quest Partners LLC | 3 | $387 | 0.00% | −3,053−99.9% | Reduced |
| Abound Wealth Management | 2 | $258 | 0.00% | −3−60.0% | Reduced |
| Claris Advisors, LLC | 2 | $258 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $129 | 0.00% | +1 | New |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −395,460−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −53,522−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,441−100.0% | Sold out |
| Cardinal Capital Management LLC | 0 | $0 | 0.00% | −23,629−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,309−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,047−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −11,598−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,056−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −5,870−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,321−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,477−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,094−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,409−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Hyman Charles D | – | – | – | – | Not filed |