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 2024
Institutional positions in Esco Technologies Inc as of Dec 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
- 285
- +28 vs. Q3 2024
- Shares held
- 24.9M
- −34.9K (−0.1%) vs. Q3 2024
- Total value
- $3.32B
- +$101.5M (+3.2%) vs. Q3 2024
- New holders
- 40
- 101 more added
- Sold out
- 12
- 92 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Esco Technologies Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $133 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $133 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2 | $266 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $267 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $400 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 4 | $533 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $533 | 0.00% | 0 | New |
| SBI Securities Co., Ltd. | 5 | $666 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $667 | 0.00% | −4−44.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 6 | $799 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $800 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $933 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $1.07K | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 11 | $1.47K | 0.00% | +11 | New |
| Proequities, Inc. | 13 | $1.75K | 0.00% | +1+8.3% | Added |
| Raffa Wealth Management, LLC | 14 | $1.86K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 17 | $2.00K | 0.00% | +6+54.5% | Added |
| Farmers & Merchants Investments Inc | 17 | $2.27K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 18 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $3.20K | 0.00% | +24 | New |
| Beacon Capital Management, LLC | 25 | $3.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $4.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 32 | $4.26K | 0.00% | +10+45.5% | Added |
| LGT Financial Advisors LLC | 35 | $4.66K | 0.01% | 00.0% | Unchanged |
| Amundi | 37 | $4.89K | 0.00% | +37 | New |
| LRI Investments, LLC | 38 | $5.07K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $5.20K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 43 | $5.72K | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 45 | $5.99K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $6.93K | 0.00% | +52 | New |
| Lindbrook Capital, LLC | 60 | $7.99K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 65 | $8.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 65 | $8.66K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 65 | $8.66K | 0.00% | +65 | New |
| Allworth Financial LP | 68 | $9.17K | 0.00% | −11−13.9% | Reduced |
| Global Retirement Partners, LLC | 74 | $9.86K | 0.00% | −11−12.9% | Reduced |
| Community Bank, N.A. | 84 | $11.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 126 | $16.8K | 0.00% | +126 | New |
| CIBC Private Wealth Group, LLC | 137 | $18.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $21.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 165 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 199 | $26.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $26.6K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 212 | $28.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 215 | $28.7K | 0.00% | +16+8.0% | Added |
| Mather Group, LLC. | 223 | $29.7K | 0.00% | +223 | New |
| Public Employees Retirement System of Ohio | 241 | $32.1K | 0.00% | −11−4.4% | Reduced |
| Oarsman Capital, Inc. | 265 | $35.3K | 0.01% | +17+6.9% | Added |
| Jones Financial Companies LLLP | 288 | $38.4K | 0.00% | +254+747.1% | Added |
| Nisa Investment Advisors, LLC | 290 | $38.6K | 0.00% | +2+0.7% | Added |
| EverSource Wealth Advisors, LLC | 299 | $39.8K | 0.00% | +7+2.4% | Added |
| CWM, LLC | 304 | $40.0K | 0.00% | +46+17.8% | Added |
| Huntington National Bank | 305 | $40.6K | 0.00% | +183+150.0% | Added |
| Ronald Blue Trust, Inc. | 354 | $47.2K | 0.00% | −228−39.2% | Reduced |
| Venturi Wealth Management, LLC | 405 | $54.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 411 | $54.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 421 | $56.1K | 0.00% | −517−55.1% | Reduced |
| Sterling Capital Management LLC | 429 | $57.1K | 0.00% | +370+627.1% | Added |
| Parkside Financial Bank & Trust | 509 | $67.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 565 | $75.3K | 0.01% | +447+378.8% | Added |
| GAMMA Investing LLC | 571 | $76.1K | 0.01% | +102+21.7% | Added |
| Addison Advisors LLC | 625 | $83.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 775 | $103.2K | 0.00% | +575+287.5% | Added |
| Fifth Third Bancorp | 823 | $109.6K | 0.00% | −24−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 889 | $118.4K | 0.00% | +186+26.5% | Added |
| Canada Pension Plan Investment Board | 900 | $119.9K | 0.00% | +700+350.0% | Added |
| Quadrant Capital Group LLC | 948 | $126.3K | 0.01% | −46−4.6% | Reduced |
| Signaturefd, LLC | 990 | $131.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,169 | $156.0K | 0.00% | +471+67.5% | Added |
| Central Pacific Bank - Trust Division | 1,377 | $183.4K | 0.02% | −330−19.3% | Reduced |
| New Age Alpha Advisors, LLC | 1,506 | $200.6K | 0.01% | +1,506 | New |
| O'Shaughnessy Asset Management, LLC | 1,637 | $218.1K | 0.00% | +1,637 | New |
| Mackenzie Financial Corp | 1,696 | $225.9K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,743 | $232.2K | 0.01% | +135+8.4% | Added |
| Summitry LLC | 1,761 | $234.6K | 0.01% | +1,761 | New |
| Lindenwold Advisors | 1,766 | $235.2K | 0.13% | +10+0.6% | Added |
| Cetera Investment Advisers | 1,776 | $236.6K | 0.00% | −47−2.6% | Reduced |
| Xponance, Inc. | 1,839 | $245.0K | 0.00% | +147+8.7% | Added |
| State of Wyoming | 1,861 | $247.9K | 0.03% | +134+7.8% | Added |
| Cape Cod Five Cents Savings Bank | 1,991 | $256.8K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,954 | $260.0K | 0.00% | +11+0.6% | Added |
| Heritage Family Offices, LLP | 1,958 | $260.8K | 0.13% | +126+6.9% | Added |
| Crossmark Global Holdings, Inc. | 1,994 | $265.0K | 0.00% | −107−5.1% | Reduced |
| Atria Investments LLC | 2,003 | $266.9K | 0.00% | +2,003 | New |
| Citadel Advisors LLC | 2,050 | $273.1K | 0.00% | −23,141−91.9% | Reduced |
| Central Trust Co | 2,086 | $277.9K | 0.01% | +48+2.4% | Added |
| Contravisory Investment Management, Inc. | 2,148 | $286.1K | 0.06% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,185 | $291.1K | 0.00% | +2,185 | New |
| Baird Financial Group, Inc. | 2,206 | $293.9K | 0.00% | +110+5.2% | Added |
| Evergreen Capital Management LLC | 2,253 | $300.1K | 0.01% | +87+4.0% | Added |